Purchases and Sales Made in Q3 2021 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
76+ 2.01% |
$6.67K - $7.42K
|
3.86K
$365K
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
69+ 0.71% |
$6.06K - $6.73K
|
9.82K
$930K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
65+ 29.41% |
$5.71K - $6.34K
|
286
$27.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
63+ 0.64% |
$5.53K - $6.15K
|
9.95K
$942K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
55+ 0.21% |
$4.83K - $5.37K
|
26.3K
$2.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
53+ 0.56% |
$4.65K - $5.17K
|
9.45K
$895K
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 34.44% |
$4.56K - $5.07K
|
203
$19.2K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
51New |
$4.48K - $4.98K
|
51
$4.83K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
51+ 13.9% |
$4.48K - $4.98K
|
418
$39.6K
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
BUY
|
- |
51+ 1.91% |
$4.48K - $4.98K
|
2.72K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
50+ 0.66% |
$4.39K - $4.88K
|
7.67K
$727K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
49+ 6.13% |
$4.3K - $4.78K
|
848
$80.3K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
48+ 0.93% |
$4.21K - $4.68K
|
5.19K
$491K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
48New |
$4.21K - $4.68K
|
48
$4.55K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45+ 22.39% |
$3.95K - $4.39K
|
246
$23.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
42+ 0.63% |
$3.69K - $4.1K
|
6.74K
$638K
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
37+ 0.42% |
$3.25K - $3.61K
|
8.95K
$847K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
37+ 0.95% |
$3.25K - $3.61K
|
3.94K
$373K
|
|
|
Oct 28, 2021
Q3 2021
|
Advisors Management Group Inc
|
BUY
|
- |
37+ 0.47% |
$3.25K - $3.61K
|
7.88K
$746K
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
36+ 1.31% |
$3.16K - $3.51K
|
2.78K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
34+ 0.5% |
$2.98K - $3.32K
|
6.89K
$652K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
30+ 15.0% |
$2.63K - $2.93K
|
230
$21.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
30+ 1.07% |
$2.63K - $2.93K
|
2.83K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
30+ 0.8% |
$2.63K - $2.93K
|
3.8K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 5.68% |
$2.63K - $2.93K
|
558
$52.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
29+ 0.8% |
$2.55K - $2.83K
|
3.67K
$348K
|
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
29New |
$2.55K - $2.83K
|
29
$2.75K
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
27+ 2.92% |
$2.37K - $2.63K
|
953
$90.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
25New |
$2.19K - $2.44K
|
25
$2.37K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
25+ 0.9% |
$2.19K - $2.44K
|
2.81K
$266K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 4.32% |
$2.19K - $2.44K
|
604
$57.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
24+ 0.88% |
$2.11K - $2.34K
|
2.74K
$260K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22+ 46.81% |
$1.93K - $2.15K
|
69
$6.53K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
22+ 0.34% |
$1.93K - $2.15K
|
6.56K
$621K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
21+ 0.65% |
$1.84K - $2.05K
|
3.23K
$306K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
18+ 0.77% |
$1.58K - $1.76K
|
2.35K
$222K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
18+ 0.77% |
$1.58K - $1.76K
|
2.35K
$222K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
17+ 0.52% |
$1.49K - $1.66K
|
3.28K
$311K
|
|
|
Nov 10, 2021
Q3 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
17+ 0.73% |
$1.49K - $1.66K
|
2.35K
$222K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
17+ 0.56% |
$1.49K - $1.66K
|
3.04K
$287K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
16+ 4.78% |
$1.4K - $1.56K
|
351
$33.2K
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
16+ 0.62% |
$1.4K - $1.56K
|
2.58K
$244K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
16+ 0.35% |
$1.4K - $1.56K
|
4.59K
$435K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15+ 0.43% |
$1.32K - $1.46K
|
3.53K
$334K
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
14+ 0.15% |
$1.23K - $1.37K
|
9.63K
$912K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
13+ 0.69% |
$1.14K - $1.27K
|
1.89K
$179K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.11% |
$1.05K - $1.17K
|
11.1K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
12+ 0.02% |
$1.05K - $1.17K
|
58.3K
$5.52M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11+ 1.33% |
$965 - $1.07K
|
836
$79.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
10+ 0.26% |
$878 - $976
|
3.87K
$367K
|