Purchases and Sales Made in Q1 2022 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
116New |
$10.2K - $11.6K
|
116
$12.5K
|
|
Apr 05, 2022
Q1 2022
|
Somerset Trust CO
|
BUY
|
- |
113+ 0.35% |
$9.98K - $11.3K
|
32.3K
$3.49M
|
|
May 10, 2022
Q1 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
103+ 1.06% |
$9.1K - $10.3K
|
9.8K
$1.06M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
102+ 0.97% |
$9.01K - $10.2K
|
10.6K
$1.14M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
100New |
$8.83K - $10K
|
100
$10.8K
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 0.03% |
$8.83K - $10K
|
332K
$35.8M
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
100+ 17.18% |
$8.83K - $10K
|
682
$73.5K
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
100+ 1.17% |
$8.83K - $10K
|
8.62K
$929K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.51% |
$8.83K - $10K
|
19.9K
$2.15M
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
96+ 30.38% |
$8.48K - $9.63K
|
412
$44.4K
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
94+ 0.85% |
$8.3K - $9.43K
|
11.1K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
91+ 2.73% |
$8.04K - $9.13K
|
3.43K
$370K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
90+ 2.51% |
$7.95K - $9.03K
|
3.68K
$397K
|
|
May 16, 2022
Q1 2022
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
90+ 0.89% |
$7.95K - $9.03K
|
10.2K
$1.1M
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
87+ 25.74% |
$7.69K - $8.73K
|
425
$45.8K
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
75+ 1.61% |
$6.63K - $7.52K
|
4.74K
$511K
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
75+ 2.63% |
$6.63K - $7.52K
|
2.92K
$315K
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
73+ 2.7% |
$6.45K - $7.32K
|
2.77K
$299K
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
71+ 1.26% |
$6.27K - $7.12K
|
5.7K
$615K
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
69+ 3.07% |
$6.1K - $6.92K
|
2.32K
$250K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
69New |
$6.1K - $6.92K
|
69
$7.44K
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
67+ 2.8% |
$5.92K - $6.72K
|
2.46K
$265K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
66+ 2.04% |
$5.83K - $6.62K
|
3.3K
$356K
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
65+ 2.34% |
$5.74K - $6.52K
|
2.85K
$307K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
65+ 3.45% |
$5.74K - $6.52K
|
1.95K
$210K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
63New |
$5.57K - $6.32K
|
63
$6.79K
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
58+ 0.94% |
$5.12K - $5.82K
|
6.22K
$670K
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
54+ 27.27% |
$4.77K - $5.42K
|
252
$27.2K
|
|
Apr 13, 2022
Q1 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
53+ 1.03% |
$4.68K - $5.32K
|
5.21K
$562K
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.01K
|
50
$5.39K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 1.29% |
$4.42K - $5.01K
|
3.92K
$423K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
49+ 181.48% |
$4.33K - $4.91K
|
76
$8.19K
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
48+ 1.24% |
$4.24K - $4.81K
|
3.92K
$422K
|
|
Apr 13, 2022
Q1 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
48+ 1.44% |
$4.24K - $4.81K
|
3.38K
$364K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
47New |
$4.15K - $4.71K
|
47
$5.07K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
46+ 0.56% |
$4.06K - $4.61K
|
8.2K
$884K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
46+ 21.3% |
$4.06K - $4.61K
|
262
$28.2K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
BUY
|
- |
44+ 1.35% |
$3.89K - $4.41K
|
3.31K
$357K
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
44+ 0.45% |
$3.89K - $4.41K
|
9.84K
$1.06M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
42New |
$3.71K - $4.21K
|
42
$4.53K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
40+ 0.82% |
$3.53K - $4.01K
|
4.94K
$533K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
36New |
$3.18K - $3.61K
|
36
$3.88K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
36+ 83.72% |
$3.18K - $3.61K
|
79
$8.52K
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
30New |
$2.65K - $3.01K
|
30
$3.23K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30+ 24.0% |
$2.65K - $3.01K
|
155
$16.7K
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
28New |
$2.47K - $2.81K
|
28
$3.02K
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27+ 0.6% |
$2.39K - $2.71K
|
4.51K
$486K
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
27+ 7.2% |
$2.39K - $2.71K
|
402
$43.3K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
27+ 24.77% |
$2.39K - $2.71K
|
136
$14.7K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
27+ 1.27% |
$2.39K - $2.71K
|
2.16K
$232K
|