Purchases and Sales Made in Q3 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 2024. 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 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
161+ 3.68% |
$12.5K - $15.5K
|
4.53K
$475K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
157+ 4.61% |
$12.2K - $15.1K
|
3.56K
$373K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
155+ 5.92% |
$12K - $14.9K
|
2.78K
$291K
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
154+ 1.63% |
$12K - $14.8K
|
9.61K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
152+ 2.9% |
$11.8K - $14.6K
|
5.39K
$564K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
151+ 22.24% |
$11.7K - $14.5K
|
830
$86.9K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
143New |
$11.1K - $13.8K
|
143
$15K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
140+ 13.27% |
$10.9K - $13.5K
|
1.2K
$125K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
135+ 4.75% |
$10.5K - $13K
|
2.98K
$312K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
134+ 1.26% |
$10.4K - $12.9K
|
10.8K
$1.13M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
134+ 23.43% |
$10.4K - $12.9K
|
706
$74K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
133+ 20.65% |
$10.3K - $12.8K
|
777
$81.4K
|
|
Oct 24, 2024
Q3 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
130+ 0.14% |
$10.1K - $12.5K
|
91.8K
$9.61M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130+ 162.5% |
$10.1K - $12.5K
|
210
$22K
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
130+ 3.39% |
$10.1K - $12.5K
|
3.96K
$415K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
126+ 6.49% |
$9.79K - $12.1K
|
2.07K
$217K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
125+ 14.78% |
$9.71K - $12K
|
971
$102K
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
125+ 3.0% |
$9.71K - $12K
|
4.29K
$449K
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
120+ 1.97% |
$9.32K - $11.5K
|
6.22K
$651K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
116+ 1.42% |
$9.01K - $11.2K
|
8.31K
$870K
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
116+ 1.36% |
$9.01K - $11.2K
|
8.62K
$903K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
115New |
$8.93K - $11.1K
|
115
$12K
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
115+ 0.14% |
$8.93K - $11.1K
|
84.7K
$8.88M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
111+ 5.19% |
$8.62K - $10.7K
|
2.25K
$235K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
108+ 133.33% |
$8.39K - $10.4K
|
189
$19.8K
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
101+ 3.2% |
$7.85K - $9.72K
|
3.26K
$341K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
101+ 5.41% |
$7.85K - $9.72K
|
1.97K
$206K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
99+ 16.56% |
$7.69K - $9.52K
|
697
$73K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
97+ 34.4% |
$7.53K - $9.33K
|
379
$39.7K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
87+ 2.08% |
$6.76K - $8.37K
|
4.27K
$447K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
87New |
$6.76K - $8.37K
|
87
$9.11K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
85New |
$6.6K - $8.18K
|
85
$8.9K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
84+ 1.4% |
$6.53K - $8.08K
|
6.08K
$637K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
79New |
$6.14K - $7.6K
|
79
$8.28K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
78+ 2.99% |
$6.06K - $7.5K
|
2.68K
$281K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
76+ 126.67% |
$5.9K - $7.31K
|
136
$14.2K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
72+ 1.42% |
$5.59K - $6.93K
|
5.15K
$540K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
71+ 2.18% |
$5.52K - $6.83K
|
3.32K
$348K
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
68New |
$5.28K - $6.54K
|
68
$7.12K
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
67New |
$5.2K - $6.44K
|
67
$7.02K
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
67+ 0.9% |
$5.2K - $6.44K
|
7.54K
$790K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
67+ 8.83% |
$5.2K - $6.44K
|
826
$86.5K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
64New |
$4.97K - $6.16K
|
64
$6.7K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
64New |
$4.97K - $6.16K
|
64
$6.7K
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
63+ 1.23% |
$4.89K - $6.06K
|
5.19K
$543K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
63+ 14.82% |
$4.89K - $6.06K
|
488
$51.1K
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
62New |
$4.82K - $5.96K
|
62
$6.49K
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
62+ 0.65% |
$4.82K - $5.96K
|
9.57K
$1M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
55+ 4.1% |
$4.27K - $5.29K
|
1.4K
$146K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
54+ 5.14% |
$4.19K - $5.19K
|
1.11K
$116K
|