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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-26- 2.41% |
$2.42K - $2.65K
|
1.05K
$110K
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28- 0.26% |
$2.6K - $2.85K
|
10.8K
$1.12M
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-29- 0.46% |
$2.7K - $2.95K
|
6.33K
$659K
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-29- 1.2% |
$2.7K - $2.95K
|
2.38K
$248K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.35% |
$2.7K - $2.95K
|
8.21K
$856K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-31- 1.15% |
$2.88K - $3.16K
|
2.65K
$277K
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-31- 4.13% |
$2.88K - $3.16K
|
720
$75K
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31- 22.79% |
$2.88K - $3.16K
|
105
$10.9K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-32- 0.63% |
$2.97K - $3.26K
|
5.06K
$527K
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 0.94% |
$2.97K - $3.26K
|
3.38K
$352K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-34- 1.67% |
$3.16K - $3.46K
|
2K
$208K
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34- 0.93% |
$3.16K - $3.46K
|
3.63K
$378K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-36- 0.34% |
$3.35K - $3.67K
|
10.4K
$1.09M
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-36- 1.55% |
$3.35K - $3.67K
|
2.29K
$239K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-37- 0.93% |
$3.44K - $3.77K
|
3.93K
$409K
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-40- 0.68% |
$3.72K - $4.07K
|
5.87K
$612K
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-40- 70.18% |
$3.72K - $4.07K
|
17
$1.77K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.15% |
$3.81K - $4.17K
|
3.52K
$367K
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-41- 1.14% |
$3.81K - $4.17K
|
3.54K
$369K
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-44- 1.86% |
$4.09K - $4.48K
|
2.32K
$241K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-44- 35.48% |
$4.09K - $4.48K
|
80
$8.34K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-44- 1.64% |
$4.09K - $4.48K
|
2.64K
$275K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-45- 1.54% |
$4.18K - $4.58K
|
2.88K
$300K
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 0.99% |
$4.28K - $4.68K
|
4.59K
$478K
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 1.1% |
$4.55K - $4.99K
|
4.42K
$460K
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 2.14% |
$4.65K - $5.09K
|
2.28K
$238K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 1.37% |
$4.74K - $5.19K
|
3.66K
$381K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 3.81% |
$4.83K - $5.29K
|
1.31K
$137K
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-53- 1.61% |
$4.93K - $5.4K
|
3.23K
$336K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 0.69% |
$5.11K - $5.6K
|
7.89K
$822K
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-56Closed |
$5.2K - $5.7K
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-56- 10.39% |
$5.2K - $5.7K
|
483
$50.3K
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-60- 1.02% |
$5.58K - $6.11K
|
5.82K
$606K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-61- 0.74% |
$5.67K - $6.21K
|
8.17K
$852K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-61- 2.7% |
$5.67K - $6.21K
|
2.2K
$229K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-62- 0.75% |
$5.76K - $6.31K
|
8.17K
$851K
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-63- 0.56% |
$5.86K - $6.41K
|
11.2K
$1.17M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-63- 1.65% |
$5.86K - $6.41K
|
3.75K
$390K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-68- 71.58% |
$6.32K - $6.92K
|
27
$2.81K
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-70- 60.87% |
$6.51K - $7.13K
|
45
$4.69K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 4.02% |
$6.51K - $7.13K
|
1.67K
$174K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-75- 0.64% |
$6.97K - $7.64K
|
11.7K
$1.22M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-82- 3.34% |
$7.62K - $8.35K
|
2.37K
$247K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 1.04% |
$8.36K - $9.16K
|
8.59K
$895K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-91- 0.71% |
$8.46K - $9.27K
|
12.8K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-91- 20.09% |
$8.46K - $9.27K
|
362
$37.7K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-92- 3.02% |
$8.55K - $9.37K
|
2.95K
$307K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-96- 50.79% |
$8.92K - $9.77K
|
93
$9.69K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-99- 2.05% |
$9.2K - $10.1K
|
4.74K
$494K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 3.59% |
$9.29K - $10.2K
|
2.69K
$280K
|