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 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
64+ 4.86% |
$4.93K - $5.57K
|
1.38K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$4.85K - $5.48K
|
63
$6.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
60+ 0.14% |
$4.62K - $5.22K
|
42.4K
$4.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
60New |
$4.62K - $5.22K
|
60
$5.88K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
59+ 0.29% |
$4.54K - $5.13K
|
20.2K
$1.98M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58New |
$4.47K - $5.05K
|
58
$5.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
57+ 0.38% |
$4.39K - $4.96K
|
15K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
57+ 1.0% |
$4.39K - $4.96K
|
5.73K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
57New |
$4.39K - $4.96K
|
57
$5.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
55+ 7.08% |
$4.24K - $4.79K
|
832
$81.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55+ 15.15% |
$4.24K - $4.79K
|
418
$41K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
54+ 0.5% |
$4.16K - $4.7K
|
10.8K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$4.16K - $4.7K
|
54
$5.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
52+ 0.58% |
$4.01K - $4.52K
|
8.99K
$881K
|
|
|
Feb 29, 2024
Q4 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
50+ 0.22% |
$3.85K - $4.35K
|
22.8K
$2.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
49+ 0.83% |
$3.77K - $4.26K
|
5.97K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
47+ 117.5% |
$3.62K - $4.09K
|
87
$8.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
46+ 1.1% |
$3.54K - $4K
|
4.25K
$416K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43+ 8.24% |
$3.31K - $3.74K
|
565
$55.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
40New |
$3.08K - $3.48K
|
40
$3.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
40+ 0.59% |
$3.08K - $3.48K
|
6.84K
$671K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
40+ 4.47% |
$3.08K - $3.48K
|
935
$91.6K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38New |
$2.93K - $3.31K
|
38
$3.72K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
36+ 0.47% |
$2.77K - $3.13K
|
7.63K
$747K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$2.62K - $2.96K
|
34
$3.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
33+ 2.32% |
$2.54K - $2.87K
|
1.46K
$143K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$2.31K - $2.61K
|
30
$2.94K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
30+ 0.46% |
$2.31K - $2.61K
|
6.57K
$644K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
30+ 19.23% |
$2.31K - $2.61K
|
186
$18.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
29+ 0.99% |
$2.23K - $2.52K
|
2.97K
$291K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
28+ 0.41% |
$2.16K - $2.44K
|
6.89K
$675K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
27+ 5.86% |
$2.08K - $2.35K
|
488
$47.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
27+ 0.89% |
$2.08K - $2.35K
|
3.06K
$300K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27+ 0.27% |
$2.08K - $2.35K
|
9.98K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$2.08K - $2.35K
|
27
$2.65K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
23+ 0.93% |
$1.77K - $2K
|
2.5K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
23+ 0.33% |
$1.77K - $2K
|
7.05K
$690K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
21New |
$1.62K - $1.83K
|
21
$2.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
21+ 3.63% |
$1.62K - $1.83K
|
600
$58.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20+ 0.76% |
$1.54K - $1.74K
|
2.65K
$260K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$1.54K - $1.74K
|
20
$1.96K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 2.48% |
$1.54K - $1.74K
|
826
$80.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.94% |
$1.46K - $1.65K
|
2.04K
$199K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$1.39K - $1.57K
|
18
$1.76K
|
|
|
Feb 05, 2024
Q4 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
13+ 0.36% |
$1K - $1.13K
|
3.62K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
12+ 0.41% |
$924 - $1.04K
|
2.94K
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10New |
$770 - $870
|
10
$980
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9+ 0.99% |
$693 - $783
|
917
$89.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
9New |
$693 - $783
|
9
$882
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$693 - $783
|
9
$882
|