Purchases and Sales Made in Q4 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
66+ 9.43% |
$6.13K - $6.72K
|
766
$79.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
65+ 110.17% |
$6.04K - $6.62K
|
124
$12.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
65+ 5.43% |
$6.04K - $6.62K
|
1.26K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
59New |
$5.48K - $6.01K
|
59
$6.15K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
57+ 1.76% |
$5.3K - $5.8K
|
3.29K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 2.54% |
$5.3K - $5.8K
|
2.31K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
57New |
$5.3K - $5.8K
|
57
$5.94K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
56+ 1.02% |
$5.2K - $5.7K
|
5.56K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
56+ 0.66% |
$5.2K - $5.7K
|
8.51K
$887K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
55+ 0.08% |
$5.11K - $5.6K
|
71.3K
$7.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
54New |
$5.02K - $5.5K
|
54
$5.63K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
54+ 1.46% |
$5.02K - $5.5K
|
3.75K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 1.8% |
$4.93K - $5.4K
|
3K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
52+ 0.19% |
$4.83K - $5.29K
|
27.8K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
52+ 3.73% |
$4.83K - $5.29K
|
1.45K
$151K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
51+ 0.98% |
$4.74K - $5.19K
|
5.24K
$546K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46+ 1.28% |
$4.28K - $4.68K
|
3.64K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
45+ 0.17% |
$4.18K - $4.58K
|
26.2K
$2.73M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
45New |
$4.18K - $4.58K
|
45
$4.69K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.98% |
$4K - $4.38K
|
4.43K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
43New |
$4K - $4.38K
|
43
$4.48K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
42+ 65.63% |
$3.9K - $4.28K
|
106
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.94% |
$3.9K - $4.28K
|
4.53K
$472K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 0.79% |
$3.72K - $4.07K
|
5.07K
$529K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
40+ 0.48% |
$3.72K - $4.07K
|
8.35K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35+ 0.3% |
$3.25K - $3.56K
|
11.6K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
34+ 0.84% |
$3.16K - $3.46K
|
4.08K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
33+ 0.16% |
$3.07K - $3.36K
|
20.3K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.5% |
$2.97K - $3.26K
|
6.45K
$672K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
31+ 21.68% |
$2.88K - $3.16K
|
174
$18.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.11% |
$2.79K - $3.05K
|
27.1K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
30+ 0.72% |
$2.79K - $3.05K
|
4.2K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
29+ 0.11% |
$2.7K - $2.95K
|
27.1K
$2.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
29+ 1.37% |
$2.7K - $2.95K
|
2.14K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29New |
$2.7K - $2.95K
|
29
$3.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.28% |
$2.6K - $2.85K
|
10K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
28+ 6.97% |
$2.6K - $2.85K
|
430
$44.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 82.35% |
$2.6K - $2.85K
|
62
$6.46K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28+ 0.29% |
$2.6K - $2.85K
|
9.64K
$1M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
27+ 23.08% |
$2.51K - $2.75K
|
144
$15K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.87% |
$2.42K - $2.65K
|
3.03K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26+ 0.24% |
$2.42K - $2.65K
|
10.9K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26New |
$2.42K - $2.65K
|
26
$2.71K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26+ 0.47% |
$2.42K - $2.65K
|
5.56K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 0.81% |
$2.32K - $2.55K
|
3.11K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.32% |
$2.23K - $2.44K
|
7.56K
$788K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
24+ 0.22% |
$2.23K - $2.44K
|
11.1K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.78% |
$2.23K - $2.44K
|
3.11K
$324K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 0.85% |
$2.14K - $2.34K
|
2.74K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
22+ 0.96% |
$2.04K - $2.24K
|
2.3K
$240K
|