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 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17- 9.71% |
$1.58K - $1.73K
|
158
$17.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 0.28% |
$1.58K - $1.73K
|
6.02K
$659K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-21- 56.76% |
$1.95K - $2.14K
|
16
$1.75K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-22- 0.19% |
$2.04K - $2.24K
|
11.7K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.36% |
$2.32K - $2.55K
|
7.01K
$768K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-25- 0.25% |
$2.32K - $2.55K
|
10.1K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-26- 2.41% |
$2.42K - $2.65K
|
1.05K
$115K
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28- 0.26% |
$2.6K - $2.85K
|
10.8K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-29- 0.46% |
$2.7K - $2.95K
|
6.33K
$692K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.35% |
$2.7K - $2.95K
|
8.21K
$899K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-29- 1.2% |
$2.7K - $2.95K
|
2.38K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-31- 1.15% |
$2.88K - $3.16K
|
2.65K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-31- 4.13% |
$2.88K - $3.16K
|
720
$78.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31- 22.79% |
$2.88K - $3.16K
|
105
$11.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 0.94% |
$2.97K - $3.26K
|
3.38K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-32- 0.63% |
$2.97K - $3.26K
|
5.06K
$554K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-34- 1.67% |
$3.16K - $3.46K
|
2K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34- 0.93% |
$3.16K - $3.46K
|
3.63K
$397K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-36- 0.34% |
$3.35K - $3.67K
|
10.4K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-36- 1.55% |
$3.35K - $3.67K
|
2.29K
$251K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-37- 0.93% |
$3.44K - $3.77K
|
3.93K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 0.68% |
$3.72K - $4.07K
|
5.87K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-40- 70.18% |
$3.72K - $4.07K
|
17
$1.86K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-41- 1.14% |
$3.81K - $4.17K
|
3.54K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.15% |
$3.81K - $4.17K
|
3.52K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-44- 1.64% |
$4.09K - $4.48K
|
2.64K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-44- 35.48% |
$4.09K - $4.48K
|
80
$8.75K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-44- 1.86% |
$4.09K - $4.48K
|
2.32K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-45- 1.54% |
$4.18K - $4.58K
|
2.88K
$315K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 0.99% |
$4.28K - $4.68K
|
4.59K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 1.1% |
$4.55K - $4.99K
|
4.42K
$483K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 2.14% |
$4.65K - $5.09K
|
2.28K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 1.37% |
$4.74K - $5.19K
|
3.66K
$400K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 3.81% |
$4.83K - $5.29K
|
1.31K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-53- 1.61% |
$4.93K - $5.4K
|
3.23K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 0.69% |
$5.11K - $5.6K
|
7.89K
$863K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-56- 10.39% |
$5.2K - $5.7K
|
483
$52.9K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-56Closed |
$5.2K - $5.7K
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-60- 1.02% |
$5.58K - $6.11K
|
5.82K
$636K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-61- 0.74% |
$5.67K - $6.21K
|
8.17K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-61- 2.7% |
$5.67K - $6.21K
|
2.2K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-62- 0.75% |
$5.76K - $6.31K
|
8.17K
$894K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-63- 1.65% |
$5.86K - $6.41K
|
3.75K
$410K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-63- 0.56% |
$5.86K - $6.41K
|
11.2K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-68- 71.58% |
$6.32K - $6.92K
|
27
$2.95K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 4.02% |
$6.51K - $7.13K
|
1.67K
$183K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-70- 60.87% |
$6.51K - $7.13K
|
45
$4.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.64% |
$6.97K - $7.64K
|
11.7K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-82- 3.34% |
$7.62K - $8.35K
|
2.37K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 1.04% |
$8.36K - $9.16K
|
8.59K
$940K
|