Purchases and Sales Made in Q3 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 2023. The information is specifically focused on institutions that hold shares of WEC ENERGY GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.19K+ 8.5% |
$95.1K - $110K
|
15.2K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18K+ 16.69% |
$94.5K - $109K
|
8.27K
$819K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.18K+ 4.5% |
$94.3K - $109K
|
27.4K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Brasada Capital Management, LP
Houston, TX |
BUY
|
- |
1.13K+ 6.8% |
$90.2K - $104K
|
17.7K
$1.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 4.29% |
$89.5K - $104K
|
27.2K
$2.7M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.12KNew |
$89.4K - $104K
|
1.12K
$111K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.12K+ 17.29% |
$89.1K - $103K
|
7.56K
$749K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.1K+ 0.49% |
$88.1K - $102K
|
228K
$22.6M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.1K+ 7.16% |
$87.9K - $102K
|
16.5K
$1.63M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
1.1K+ 1.61% |
$87.9K - $102K
|
69.6K
$6.89M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.02K+ 9.15% |
$81.6K - $94.5K
|
12.2K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.01K+ 2.32% |
$80.7K - $93.5K
|
44.5K
$4.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.01K+ 30.99% |
$80.4K - $93.1K
|
4.25K
$421K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.01K+ 10.13% |
$80.3K - $93K
|
10.9K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$79.9K - $92.5K
|
1K
$99K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
989+ 9.74% |
$79K - $91.5K
|
11.1K
$1.1M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
980+ 34.83% |
$78.3K - $90.7K
|
3.79K
$376K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
938+ 5.57% |
$74.9K - $86.8K
|
17.8K
$1.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
932+ 6.68% |
$74.4K - $86.2K
|
14.9K
$1.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
917+ 1.11% |
$73.2K - $84.9K
|
83.3K
$8.25M
|
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
911+ 0.54% |
$72.8K - $84.3K
|
169K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
867+ 26.01% |
$69.3K - $80.2K
|
4.2K
$416K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
855+ 19.28% |
$68.3K - $79.1K
|
5.29K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
854New |
$68.2K - $79K
|
854
$84.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
849+ 9.62% |
$67.8K - $78.6K
|
9.67K
$958K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
835+ 52.81% |
$66.7K - $77.3K
|
2.42K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
832+ 2.16% |
$66.5K - $77K
|
39.3K
$3.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
831New |
$66.4K - $76.9K
|
831
$82.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
815+ 6.94% |
$65.1K - $75.4K
|
12.6K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
806+ 21.03% |
$64.4K - $74.6K
|
4.64K
$459K
|
|
|
Oct 16, 2023
Q3 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
798+ 7.26% |
$63.7K - $73.8K
|
11.8K
$1.17M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
790+ 6.8% |
$63.1K - $73.1K
|
12.4K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
776+ 20.43% |
$62K - $71.8K
|
4.57K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
768+ 13.73% |
$61.3K - $71.1K
|
6.36K
$630K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
760+ 15200.0% |
$60.7K - $70.3K
|
765
$75.8K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
756+ 236.25% |
$60.4K - $70K
|
1.08K
$107K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
717+ 15.73% |
$57.3K - $66.4K
|
5.27K
$522K
|
|
|
Nov 03, 2023
Q3 2023
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
706+ 3.03% |
$56.4K - $65.3K
|
24K
$2.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
700+ 0.51% |
$55.9K - $64.8K
|
139K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
699+ 1.92% |
$55.8K - $64.7K
|
37.2K
$3.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
675+ 21.76% |
$53.9K - $62.5K
|
3.78K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
673+ 5.62% |
$53.8K - $62.3K
|
12.6K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
640+ 15.8% |
$51.1K - $59.2K
|
4.69K
$465K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
588+ 1.27% |
$47K - $54.4K
|
46.8K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
586+ 0.98% |
$46.8K - $54.2K
|
60.6K
$6M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
560+ 9.87% |
$44.7K - $51.8K
|
6.24K
$618K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
551+ 4.29% |
$44K - $51K
|
13.4K
$1.33M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
531+ 2.77% |
$42.4K - $49.1K
|
19.7K
$1.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
522+ 2.08% |
$41.7K - $48.3K
|
25.6K
$2.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
517+ 1.96% |
$41.3K - $47.8K
|
26.8K
$2.66M
|