Purchases and Sales Made in Q4 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.54KNew |
$273K - $308K
|
3.54K
$347K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.53K+ 35.01% |
$272K - $307K
|
13.6K
$1.34M
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
3.47KNew |
$268K - $302K
|
3.47K
$340K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.45K+ 7.17% |
$266K - $300K
|
51.6K
$5.06M
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.45KNew |
$266K - $300K
|
3.45K
$338K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.44K+ 11.33% |
$265K - $299K
|
33.8K
$3.31M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.42K+ 8.22% |
$263K - $297K
|
45K
$4.41M
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.36K+ 207.28% |
$259K - $292K
|
4.98K
$488K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$254K - $287K
|
3.3K
$324K
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.3KNew |
$254K - $287K
|
3.3K
$323K
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
3.28K+ 15.14% |
$253K - $286K
|
25K
$2.45M
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
3.25KNew |
$250K - $283K
|
3.25K
$318K
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
3.21K+ 39.21% |
$248K - $280K
|
11.4K
$1.12M
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.18K+ 3.94% |
$245K - $277K
|
83.9K
$8.22M
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.15K+ 0.93% |
$243K - $274K
|
342K
$33.6M
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
3.05K+ 9.47% |
$235K - $265K
|
35.2K
$3.45M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.01K+ 7.19% |
$232K - $262K
|
44.9K
$4.4M
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.98KNew |
$230K - $259K
|
2.98K
$292K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.97K+ 2.3% |
$229K - $258K
|
132K
$12.9M
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
2.91KNew |
$224K - $253K
|
2.91K
$285K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.9KNew |
$224K - $253K
|
2.9K
$285K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.9K+ 21.66% |
$224K - $252K
|
16.3K
$1.6M
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.88KNew |
$222K - $250K
|
2.88K
$282K
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.86KNew |
$220K - $249K
|
2.86K
$280K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.83KNew |
$218K - $246K
|
2.83K
$277K
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.81KNew |
$216K - $244K
|
2.81K
$275K
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.79K+ 0.3% |
$215K - $243K
|
934K
$91.6M
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.77KNew |
$214K - $241K
|
2.77K
$272K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.74K+ 358.56% |
$211K - $239K
|
3.51K
$344K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.72K+ 85.66% |
$209K - $236K
|
5.89K
$577K
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.71K+ 62.19% |
$209K - $236K
|
7.08K
$694K
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.71K+ 2.06% |
$209K - $236K
|
134K
$13.2M
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.67K+ 32.57% |
$206K - $232K
|
10.9K
$1.07M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$205K - $232K
|
2.66K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.64KNew |
$204K - $230K
|
2.64K
$259K
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.63KNew |
$203K - $229K
|
2.63K
$258K
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 5.91% |
$202K - $229K
|
47.1K
$4.61M
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$200K - $226K
|
2.6K
$255K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.59K+ 22.53% |
$199K - $225K
|
14.1K
$1.38M
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$199K - $225K
|
2.58K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.57KNew |
$198K - $224K
|
2.57K
$252K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.53K+ 57.81% |
$195K - $220K
|
6.9K
$676K
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.49KNew |
$191K - $216K
|
2.49K
$244K
|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2.48KNew |
$191K - $215K
|
2.48K
$243K
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.43KNew |
$187K - $212K
|
2.43K
$238K
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$187K - $211K
|
2.42K
$238K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$184K - $208K
|
2.39K
$234K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
2.39KNew |
$184K - $207K
|
2.39K
$234K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.34K+ 1.46% |
$180K - $204K
|
163K
$16M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.33K+ 3.53% |
$179K - $202K
|
68.2K
$6.68M
|