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 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.93KNew |
$365K - $400K
|
3.93K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.66K+ 4.07% |
$340K - $373K
|
93.7K
$9.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.42K+ 83.71% |
$318K - $349K
|
7.51K
$765K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3.26K+ 9.39% |
$303K - $332K
|
38K
$3.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.18K+ 41.36% |
$296K - $324K
|
10.9K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.15K+ 424.26% |
$293K - $321K
|
3.89K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.12K+ 24.94% |
$290K - $318K
|
15.6K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.12K+ 16.07% |
$290K - $317K
|
22.5K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
3.11K+ 8.08% |
$289K - $317K
|
41.6K
$4.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.07KNew |
$285K - $313K
|
3.07K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.06K+ 21.62% |
$285K - $312K
|
17.2K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.99KNew |
$277K - $304K
|
2.99K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.91KNew |
$270K - $296K
|
2.91K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.88KNew |
$268K - $293K
|
2.88K
$293K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.73KNew |
$254K - $278K
|
2.73K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.73KNew |
$254K - $278K
|
2.73K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.68K+ 23.1% |
$249K - $273K
|
14.3K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.66K+ 7.52% |
$247K - $271K
|
38K
$3.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.64KNew |
$246K - $269K
|
2.64K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.64K+ 95.75% |
$245K - $269K
|
5.4K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.6KNew |
$241K - $264K
|
2.6K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.59K+ 461.14% |
$240K - $263K
|
3.15K
$320K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$235K - $258K
|
2.53K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.43K+ 7.74% |
$226K - $248K
|
33.9K
$3.45M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.4K+ 1.21% |
$223K - $244K
|
201K
$20.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.3K+ 37.76% |
$214K - $234K
|
8.38K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.3KNew |
$214K - $234K
|
2.3K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.29KNew |
$213K - $234K
|
2.29K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.27KNew |
$211K - $231K
|
2.27K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.27K+ 6.37% |
$211K - $231K
|
37.9K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.25KNew |
$209K - $229K
|
2.25K
$229K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.24KNew |
$208K - $228K
|
2.24K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.2K+ 97.95% |
$204K - $224K
|
4.45K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.18KNew |
$202K - $222K
|
2.18K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.15KNew |
$199K - $218K
|
2.15K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2.08K+ 1.82% |
$194K - $212K
|
117K
$11.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.01K+ 67.91% |
$187K - $205K
|
4.98K
$507K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.98K+ 16.52% |
$184K - $202K
|
14K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 4.99% |
$177K - $194K
|
40.2K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.88K+ 10.7% |
$175K - $191K
|
19.4K
$1.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.84K+ 14.86% |
$171K - $188K
|
14.2K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.83K+ 0.4% |
$170K - $187K
|
457K
$46.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.75K+ 34.86% |
$162K - $178K
|
6.76K
$688K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.71K+ 46.64% |
$159K - $175K
|
5.39K
$549K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 2.45% |
$158K - $173K
|
71K
$7.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.58K+ 4.86% |
$147K - $161K
|
34.1K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.57KNew |
$146K - $160K
|
1.57K
$160K
|