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 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
48+ 1.23% |
$3.83K - $4.44K
|
3.94K
$370K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
45+ 0.74% |
$3.59K - $4.16K
|
6.14K
$577K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$3.43K - $3.98K
|
43
$4.04K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
43+ 42.57% |
$3.43K - $3.98K
|
144
$13.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
40+ 3.95% |
$3.2K - $3.7K
|
1.05K
$98.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
40+ 45.45% |
$3.2K - $3.7K
|
128
$12K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
38+ 0.89% |
$3.04K - $3.52K
|
4.31K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
36New |
$2.88K - $3.33K
|
36
$3.38K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
33+ 0.64% |
$2.64K - $3.05K
|
5.16K
$485K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32New |
$2.56K - $2.96K
|
32
$3.01K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31+ 620.0% |
$2.48K - $2.87K
|
36
$3.38K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.48% |
$2.48K - $2.87K
|
6.54K
$615K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
30+ 3.75% |
$2.4K - $2.78K
|
830
$78K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
29+ 0.52% |
$2.32K - $2.68K
|
5.62K
$529K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 8.68% |
$2.32K - $2.68K
|
363
$34.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
28+ 0.92% |
$2.24K - $2.59K
|
3.07K
$289K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27New |
$2.16K - $2.5K
|
27
$2.54K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
27+ 0.22% |
$2.16K - $2.5K
|
12.3K
$1.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
27+ 1.2% |
$2.16K - $2.5K
|
2.28K
$215K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
25+ 0.36% |
$2K - $2.31K
|
7.06K
$664K
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 1.93% |
$2K - $2.31K
|
1.32K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24+ 0.74% |
$1.92K - $2.22K
|
3.26K
$306K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
23+ 1.24% |
$1.84K - $2.13K
|
1.88K
$177K
|
|
|
Oct 16, 2023
Q3 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
22+ 0.83% |
$1.76K - $2.04K
|
2.68K
$252K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
21+ 1.31% |
$1.68K - $1.94K
|
1.62K
$152K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
20+ 5.83% |
$1.6K - $1.85K
|
363
$34.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20New |
$1.6K - $1.85K
|
20
$1.88K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.95% |
$1.52K - $1.76K
|
2.02K
$189K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
18+ 0.35% |
$1.44K - $1.67K
|
5.15K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18New |
$1.44K - $1.67K
|
18
$1.69K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
17+ 0.21% |
$1.36K - $1.57K
|
7.99K
$751K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 5.59% |
$1.28K - $1.48K
|
302
$28.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 9.58% |
$1.28K - $1.48K
|
183
$17.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 60.0% |
$1.2K - $1.39K
|
40
$3.76K
|
|
|
Nov 02, 2023
Q3 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
14+ 0.39% |
$1.12K - $1.3K
|
3.61K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 0.9% |
$1.12K - $1.3K
|
1.57K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$1.12K - $1.3K
|
5.28K
$496K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 100.0% |
$959 - $1.11K
|
24
$2.26K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
12+ 0.41% |
$959 - $1.11K
|
2.93K
$276K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 1.24% |
$879 - $1.02K
|
895
$84.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10New |
$799 - $925
|
10
$940
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10+ 0.37% |
$799 - $925
|
2.7K
$254K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10+ 0.03% |
$799 - $925
|
34.9K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
9+ 0.32% |
$719 - $833
|
2.82K
$265K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
9+ 0.12% |
$719 - $833
|
7.33K
$689K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
9+ 0.66% |
$719 - $833
|
1.38K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9+ 0.19% |
$719 - $833
|
4.75K
$446K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
8New |
$639 - $740
|
8
$752
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 19.05% |
$639 - $740
|
50
$4.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8+ 0.89% |
$639 - $740
|
908
$85.3K
|