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 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
500+ 0.04% |
$39.9K - $46.3K
|
1.26M
$125M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
494+ 6.92% |
$39.5K - $45.7K
|
7.63K
$756K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
488+ 0.71% |
$39K - $45.2K
|
69.6K
$6.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
486+ 28.71% |
$38.8K - $45K
|
2.18K
$216K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
484+ 9.64% |
$38.7K - $44.8K
|
5.51K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
476New |
$38K - $44K
|
476
$47.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
472+ 15.58% |
$37.7K - $43.7K
|
3.5K
$347K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
467New |
$37.3K - $43.2K
|
467
$46.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
456+ 1.57% |
$36.4K - $42.2K
|
29.5K
$2.92M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
455New |
$36.3K - $42.1K
|
455
$45.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
444+ 4.57% |
$35.5K - $41.1K
|
10.2K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
420+ 6.29% |
$33.5K - $38.9K
|
7.1K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
411+ 10.01% |
$32.8K - $38K
|
4.52K
$447K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
408+ 1.74% |
$32.6K - $37.8K
|
23.8K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
392+ 57.65% |
$31.3K - $36.3K
|
1.07K
$106K
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
378+ 9.67% |
$30.2K - $35K
|
4.29K
$425K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
374+ 8.95% |
$29.9K - $34.6K
|
4.56K
$451K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
373+ 5.61% |
$29.8K - $34.5K
|
7.02K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
354+ 0.85% |
$28.3K - $32.8K
|
41.9K
$4.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
342+ 1.14% |
$27.3K - $31.6K
|
30.3K
$3M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
307+ 2.49% |
$24.5K - $28.4K
|
12.6K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
305+ 13.71% |
$24.4K - $28.2K
|
2.53K
$251K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
296+ 0.86% |
$23.6K - $27.4K
|
34.7K
$3.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
294+ 10.82% |
$23.5K - $27.2K
|
3.01K
$298K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
284+ 0.63% |
$22.7K - $26.3K
|
45K
$4.46M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
281+ 7.38% |
$22.4K - $26K
|
4.09K
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
273+ 9.22% |
$21.8K - $25.3K
|
3.24K
$320K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
268+ 2.04% |
$21.4K - $24.8K
|
13.4K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
257+ 0.9% |
$20.5K - $23.8K
|
28.7K
$2.84M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
256+ 6.14% |
$20.4K - $23.7K
|
4.43K
$438K
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
BUY
|
- |
255+ 0.08% |
$20.4K - $23.6K
|
326K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
252New |
$20.1K - $23.3K
|
252
$25K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
244+ 7.65% |
$19.5K - $22.6K
|
3.44K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
242+ 7.76% |
$19.3K - $22.4K
|
3.36K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
235+ 3.03% |
$18.8K - $21.7K
|
7.99K
$791K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
BUY
|
- |
223+ 0.71% |
$17.8K - $20.6K
|
31.7K
$3.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
221+ 28.66% |
$17.7K - $20.5K
|
992
$98.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
210+ 3.1% |
$16.8K - $19.4K
|
6.99K
$692K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
209+ 6.6% |
$16.7K - $19.3K
|
3.38K
$334K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
204+ 7.17% |
$16.3K - $18.9K
|
3.05K
$302K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
201+ 1.83% |
$16.1K - $18.6K
|
11.2K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 6.15% |
$16K - $18.5K
|
3.45K
$342K
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
199+ 0.03% |
$15.9K - $18.4K
|
584K
$57.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
198+ 0.71% |
$15.8K - $18.3K
|
28K
$2.78M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
183+ 12.49% |
$14.6K - $16.9K
|
1.65K
$163K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
180+ 0.16% |
$14.4K - $16.7K
|
112K
$11.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
178New |
$14.2K - $16.5K
|
178
$17.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
173+ 1.94% |
$13.8K - $16K
|
9.07K
$898K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
168+ 5.91% |
$13.4K - $15.5K
|
3.01K
$298K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
164+ 5.31% |
$13.1K - $15.2K
|
3.25K
$322K
|