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
|
Keystone Financial Group
|
BUY
|
- |
2+ 0.06% |
$155 - $192
|
3.17K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$155 - $192
|
4.75K
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.72% |
$155 - $192
|
279
$28.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.32% |
$155 - $192
|
619
$62.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 16.67% |
$77.7 - $96.2
|
7
$705
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 12.5% |
$77.7 - $96.2
|
9
$906
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$77.7 - $96.2
|
4.61K
$464K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$77.7 - $96.2
|
259
$26.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.01% |
$77.7 - $96.2
|
100
$10.1K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
1+ 0.02% |
$77.7 - $96.2
|
5.64K
$568K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.03% |
$77.7 - $96.2
|
3.84K
$386K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-1- 0.01% |
$77.7 - $96.2
|
11.2K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.04% |
$77.7 - $96.2
|
2.76K
$277K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3- 3.66% |
$233 - $289
|
79
$7.95K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.96% |
$233 - $289
|
311
$31.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5- 0.08% |
$388 - $481
|
6.41K
$646K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5- 1.46% |
$388 - $481
|
338
$34K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6- 0.17% |
$466 - $577
|
3.6K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-6- 20.0% |
$466 - $577
|
24
$2.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-6- 0.75% |
$466 - $577
|
798
$80.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7- 1.23% |
$544 - $673
|
561
$56.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 4.55% |
$777 - $962
|
210
$21.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.03% |
$854 - $1.06K
|
37.8K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-13- 0.29% |
$1.01K - $1.25K
|
4.49K
$452K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-15- 13.16% |
$1.17K - $1.44K
|
99
$9.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-17- 29.82% |
$1.32K - $1.64K
|
40
$4.03K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-18- 0.65% |
$1.4K - $1.73K
|
2.75K
$276K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-23- 15.33% |
$1.79K - $2.21K
|
127
$12.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-24- 0.96% |
$1.86K - $2.31K
|
2.47K
$249K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.94K - $2.4K
|
225
$22.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-25- 0.59% |
$1.94K - $2.4K
|
4.18K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-26- 0.34% |
$2.02K - $2.5K
|
7.57K
$762K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-27- 0.34% |
$2.1K - $2.6K
|
7.98K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 1.05% |
$2.33K - $2.89K
|
2.82K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 1.06% |
$2.33K - $2.89K
|
2.8K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-34- 4.8% |
$2.64K - $3.27K
|
674
$67.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-34- 0.34% |
$2.64K - $3.27K
|
10K
$1.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-34- 50.0% |
$2.64K - $3.27K
|
34
$3.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-35- 0.64% |
$2.72K - $3.37K
|
5.41K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-37- 0.09% |
$2.87K - $3.56K
|
40.3K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-38- 0.72% |
$2.95K - $3.66K
|
5.21K
$525K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40- 8.85% |
$3.11K - $3.85K
|
412
$41.5K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-43- 1.41% |
$3.34K - $4.14K
|
3.01K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-44- 0.65% |
$3.42K - $4.23K
|
6.69K
$674K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-47- 1.26% |
$3.65K - $4.52K
|
3.69K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-47- 0.38% |
$3.65K - $4.52K
|
12.2K
$1.23M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-50- 0.71% |
$3.88K - $4.81K
|
7.04K
$709K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-52- 1.88% |
$4.04K - $5K
|
2.71K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-56- 10.57% |
$4.35K - $5.39K
|
474
$47.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-57- 13.87% |
$4.43K - $5.48K
|
354
$35.6K
|