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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
396+ 14.7% |
$30.8K - $38.1K
|
3.09K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
380+ 1.5% |
$29.5K - $36.6K
|
25.7K
$2.68M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
354+ 12.69% |
$27.5K - $34.1K
|
3.14K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
351+ 26.65% |
$27.3K - $33.8K
|
1.67K
$174K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
350+ 71.43% |
$27.2K - $33.7K
|
840
$87.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
BUY
|
- |
343+ 2.02% |
$26.6K - $33K
|
17.3K
$1.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
343+ 6.0% |
$26.6K - $33K
|
6.06K
$631K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
337+ 41.66% |
$26.2K - $32.4K
|
1.15K
$119K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
324+ 5.8% |
$25.2K - $31.2K
|
5.91K
$616K
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
314+ 0.8% |
$24.4K - $30.2K
|
39.5K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
305New |
$23.7K - $29.3K
|
305
$31.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
301+ 7.86% |
$23.4K - $29K
|
4.13K
$430K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
300+ 5.04% |
$23.3K - $28.9K
|
6.25K
$652K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 4.78% |
$23.3K - $28.9K
|
6.58K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
291+ 5.91% |
$22.6K - $28K
|
5.21K
$543K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
286+ 0.97% |
$22.2K - $27.5K
|
29.9K
$3.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
285+ 15.95% |
$22.1K - $27.4K
|
2.07K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
267+ 38.31% |
$20.7K - $25.7K
|
964
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
264+ 11.46% |
$20.5K - $25.4K
|
2.57K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
263+ 7.42% |
$20.4K - $25.3K
|
3.81K
$397K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 3.89% |
$19.4K - $24K
|
6.68K
$696K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
250+ 73.96% |
$19.4K - $24K
|
588
$61.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
250New |
$19.4K - $24K
|
250
$26.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
250+ 26.15% |
$19.4K - $24K
|
1.21K
$126K
|
|
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
245New |
$19K - $23.6K
|
245
$25.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
245New |
$19K - $23.6K
|
245
$25.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
240New |
$18.6K - $23.1K
|
240
$25K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
239+ 3.39% |
$18.6K - $23K
|
7.28K
$758K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
229+ 2.15% |
$17.8K - $22K
|
10.9K
$1.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
221+ 6.41% |
$17.2K - $21.3K
|
3.67K
$383K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
214+ 5.57% |
$16.6K - $20.6K
|
4.06K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
210+ 2.63% |
$16.3K - $20.2K
|
8.18K
$853K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
210+ 8.49% |
$16.3K - $20.2K
|
2.68K
$280K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
209+ 7.86% |
$16.2K - $20.1K
|
2.87K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
204+ 7.0% |
$15.8K - $19.6K
|
3.12K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.38% |
$15.5K - $19.2K
|
52.3K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
194New |
$15.1K - $18.7K
|
194
$20.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
194New |
$15.1K - $18.7K
|
194
$20.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
192New |
$14.9K - $18.5K
|
192
$20K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
189+ 6.4% |
$14.7K - $18.2K
|
3.14K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
188+ 3.83% |
$14.6K - $18.1K
|
5.09K
$530K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
188+ 3760.0% |
$14.6K - $18.1K
|
193
$20.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
182+ 1.4% |
$14.1K - $17.5K
|
13.2K
$1.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
182+ 3.87% |
$14.1K - $17.5K
|
4.89K
$509K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
175+ 0.15% |
$13.6K - $16.8K
|
117K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
174+ 2.75% |
$13.5K - $16.7K
|
6.5K
$678K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
167+ 0.14% |
$13K - $16.1K
|
117K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
166+ 3.89% |
$12.9K - $16K
|
4.43K
$461K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
165+ 3.06% |
$12.8K - $15.9K
|
5.55K
$579K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
161+ 0.16% |
$12.5K - $15.5K
|
101K
$10.5M
|