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 |
|---|---|---|---|---|---|---|---|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
9+ 0.87% |
$790 - $878
|
1.04K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
8+ 0.28% |
$702 - $781
|
2.84K
$295K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
6New |
$527 - $586
|
6
$623
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.05% |
$527 - $586
|
11.9K
$1.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.57% |
$351 - $390
|
703
$73K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4New |
$351 - $390
|
4
$415
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3+ 0.06% |
$263 - $293
|
4.84K
$502K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.62% |
$263 - $293
|
488
$50.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3+ 0.27% |
$263 - $293
|
1.13K
$117K
|
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$176 - $195
|
3.64K
$378K
|
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
2+ 0.09% |
$176 - $195
|
2.31K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.48% |
$87.8 - $97.6
|
210
$21.8K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.94% |
$87.8 - $97.6
|
107
$11.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1New |
$87.8 - $97.6
|
1
$104
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.79% |
$87.8 - $97.6
|
127
$13.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.04% |
$87.8 - $97.6
|
2.41K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1+ 0.02% |
$87.8 - $97.6
|
4.63K
$480K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 7.14% |
$87.8 - $97.6
|
13
$1.35K
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2- 0.06% |
$176 - $195
|
3.5K
$363K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2- 16.67% |
$176 - $195
|
10
$1.04K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-3- 0.08% |
$263 - $293
|
3.54K
$368K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3- 0.14% |
$263 - $293
|
2.17K
$225K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-5- 0.04% |
$439 - $488
|
13.5K
$1.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 4.2% |
$439 - $488
|
114
$11.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-5- 0.04% |
$439 - $488
|
13.1K
$1.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7- 14.29% |
$614 - $683
|
42
$4.36K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-8Closed |
$702 - $781
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8- 12.9% |
$702 - $781
|
54
$5.61K
|
|
|
Nov 12, 2021
Q3 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-9- 12.68% |
$790 - $878
|
62
$6.44K
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-12- 7.41% |
$1.05K - $1.17K
|
150
$15.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-17- 0.35% |
$1.49K - $1.66K
|
4.89K
$507K
|
|
|
Nov 12, 2021
Q3 2021
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-18- 0.47% |
$1.58K - $1.76K
|
3.81K
$395K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-19- 0.26% |
$1.67K - $1.85K
|
7.36K
$764K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-19Closed |
$1.67K - $1.85K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-21- 35.0% |
$1.84K - $2.05K
|
39
$4.05K
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21- 0.24% |
$1.84K - $2.05K
|
8.7K
$903K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-21Closed |
$1.84K - $2.05K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-25Closed |
$2.19K - $2.44K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28- 0.55% |
$2.46K - $2.73K
|
5.05K
$524K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-31- 1.14% |
$2.72K - $3.03K
|
2.7K
$280K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-31- 5.84% |
$2.72K - $3.03K
|
500
$51.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Miller Howard Investments Inc
|
SELL
|
- |
-32- 0.17% |
$2.81K - $3.12K
|
19.2K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-32- 1.34% |
$2.81K - $3.12K
|
2.35K
$244K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-33- 2.36% |
$2.9K - $3.22K
|
1.36K
$141K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-34- 6.3% |
$2.98K - $3.32K
|
506
$52.5K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-36Closed |
$3.16K - $3.51K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-37- 0.95% |
$3.25K - $3.61K
|
3.84K
$399K
|