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 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
308+ 3.41% |
$23.7K - $26.8K
|
9.33K
$914K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
303+ 6.0% |
$23.3K - $26.4K
|
5.35K
$524K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
303New |
$23.3K - $26.4K
|
303
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
300+ 0.55% |
$23.1K - $26.1K
|
54.6K
$5.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
300+ 5.48% |
$23.1K - $26.1K
|
5.78K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
291+ 1.19% |
$22.4K - $25.3K
|
24.7K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
280+ 0.11% |
$21.6K - $24.4K
|
256K
$25M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
270+ 8.66% |
$20.8K - $23.5K
|
3.39K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
249+ 6.66% |
$19.2K - $21.7K
|
3.99K
$391K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
244+ 375.38% |
$18.8K - $21.2K
|
309
$30.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
217+ 434.0% |
$16.7K - $18.9K
|
267
$26.2K
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
210+ 7.47% |
$16.2K - $18.3K
|
3.02K
$296K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
206+ 6.75% |
$15.9K - $17.9K
|
3.26K
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.4K - $17.4K
|
200
$19.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
199+ 44.52% |
$15.3K - $17.3K
|
646
$63.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
193+ 6.13% |
$14.9K - $16.8K
|
3.34K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
190+ 5.82% |
$14.6K - $16.5K
|
3.46K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$12.9K - $14.5K
|
167
$16.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
164+ 2.15% |
$12.6K - $14.3K
|
7.8K
$764K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
160New |
$12.3K - $13.9K
|
160
$15.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
160+ 3.8% |
$12.3K - $13.9K
|
4.37K
$428K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
158+ 2.72% |
$12.2K - $13.7K
|
5.98K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
150+ 2.28% |
$11.6K - $13.1K
|
6.74K
$660K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
148+ 308.33% |
$11.4K - $12.9K
|
196
$19.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
147New |
$11.3K - $12.8K
|
147
$14.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
144+ 4.17% |
$11.1K - $12.5K
|
3.59K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
138+ 4.49% |
$10.6K - $12K
|
3.21K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
137New |
$10.6K - $11.9K
|
137
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
134New |
$10.3K - $11.7K
|
134
$13.1K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
132+ 0.37% |
$10.2K - $11.5K
|
36.1K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
128New |
$9.86K - $11.1K
|
128
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
125+ 11.66% |
$9.63K - $10.9K
|
1.2K
$117K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
122+ 3.22% |
$9.4K - $10.6K
|
3.92K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120New |
$9.24K - $10.4K
|
120
$11.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
115+ 1.97% |
$8.86K - $10K
|
5.95K
$583K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
114+ 0.21% |
$8.78K - $9.92K
|
55.2K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
111New |
$8.55K - $9.66K
|
111
$10.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
102+ 1.68% |
$7.86K - $8.87K
|
6.18K
$605K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 1000.0% |
$7.7K - $8.7K
|
110
$10.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
94+ 0.54% |
$7.24K - $8.18K
|
17.6K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
93+ 2.81% |
$7.16K - $8.09K
|
3.4K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
93+ 0.3% |
$7.16K - $8.09K
|
30.7K
$3.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.93K - $7.83K
|
90
$8.82K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
90New |
$6.93K - $7.83K
|
90
$8.82K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
84+ 28.47% |
$6.47K - $7.31K
|
379
$37.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
82+ 2733.33% |
$6.32K - $7.13K
|
85
$8.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
77+ 3.42% |
$5.93K - $6.7K
|
2.33K
$228K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
74+ 4.7% |
$5.7K - $6.44K
|
1.65K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
72+ 3.61% |
$5.55K - $6.26K
|
2.07K
$203K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
70+ 1.76% |
$5.39K - $6.09K
|
4.05K
$397K
|