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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.28K+ 9.48% |
$175K - $198K
|
26.3K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.26K+ 70.34% |
$174K - $197K
|
5.47K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.19KNew |
$169K - $191K
|
2.19K
$206K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.16K+ 72.02% |
$167K - $188K
|
5.16K
$485K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.13KNew |
$164K - $186K
|
2.13K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.11KNew |
$163K - $184K
|
2.11K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
2.11K+ 78.48% |
$162K - $183K
|
4.79K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.95K+ 2.16% |
$150K - $170K
|
92.6K
$8.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.95K+ 9.88% |
$150K - $169K
|
21.6K
$2.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.87K+ 44.3% |
$144K - $163K
|
6.1K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.87K+ 45.99% |
$144K - $163K
|
5.93K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 8.16% |
$142K - $160K
|
24.4K
$2.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
1.77K+ 30.34% |
$137K - $154K
|
7.62K
$716K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.74K+ 7.58% |
$134K - $151K
|
24.7K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.69K+ 5.86% |
$130K - $147K
|
30.4K
$2.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.67K+ 13.41% |
$129K - $145K
|
14.1K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 33.05% |
$125K - $141K
|
6.52K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
1.61K+ 37.36% |
$124K - $140K
|
5.93K
$557K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.61K+ 2.26% |
$124K - $140K
|
72.8K
$6.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.55K+ 25.2% |
$119K - $135K
|
7.69K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
BUY
|
- |
1.53K+ 1.6% |
$118K - $133K
|
97.4K
$9.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.52K+ 23.08% |
$117K - $132K
|
8.09K
$760K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
1.52K+ 16.58% |
$117K - $132K
|
10.7K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.48K+ 1.6% |
$114K - $129K
|
94.3K
$8.86M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.46KNew |
$113K - $127K
|
1.46K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.43K+ 3.84% |
$110K - $124K
|
38.6K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.41K+ 46.99% |
$108K - $122K
|
4.4K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.39K+ 32.14% |
$107K - $121K
|
5.7K
$536K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.38K+ 3.58% |
$106K - $120K
|
39.9K
$3.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.37K+ 0.99% |
$106K - $119K
|
140K
$13.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.34K+ 10.35% |
$103K - $117K
|
14.3K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.23K+ 22.26% |
$95.1K - $107K
|
6.78K
$637K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.19K+ 2.95% |
$91.9K - $104K
|
41.7K
$3.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.18K+ 28.87% |
$91K - $103K
|
5.27K
$496K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.18KNew |
$90.7K - $102K
|
1.18K
$111K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 2.91% |
$90.6K - $102K
|
41.6K
$3.91M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.13K+ 4.67% |
$86.7K - $97.9K
|
25.2K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.11K+ 13.12% |
$85.1K - $96.1K
|
9.53K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 78.84% |
$83.8K - $94.7K
|
2.47K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1K+ 19.05% |
$77K - $87K
|
6.25K
$587K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
994+ 4.3% |
$76.6K - $86.5K
|
24.1K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
966+ 19.81% |
$74.4K - $84K
|
5.84K
$549K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
949+ 21.77% |
$73.1K - $82.6K
|
5.31K
$499K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
920+ 2.34% |
$70.9K - $80K
|
40.3K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
906+ 24.16% |
$69.8K - $78.8K
|
4.66K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
900New |
$69.3K - $78.3K
|
900
$84.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
851New |
$65.6K - $74K
|
851
$80K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
838+ 3.7% |
$64.6K - $72.9K
|
23.5K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
815+ 13.62% |
$62.8K - $70.9K
|
6.8K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
813+ 30.98% |
$62.6K - $70.7K
|
3.44K
$323K
|