Purchases and Sales Made in Q3 2022 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
42+ 5.74% |
$3.76K - $4.52K
|
774
$60.4K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 24.26% |
$3.67K - $4.41K
|
210
$16.4K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
39New |
$3.49K - $4.2K
|
39
$3.04K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.76% |
$3.22K - $3.88K
|
4.76K
$371K
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
35+ 0.51% |
$3.13K - $3.77K
|
6.86K
$536K
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
34+ 0.57% |
$3.04K - $3.66K
|
5.99K
$467K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
33+ 0.6% |
$2.95K - $3.55K
|
5.5K
$430K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
30+ 1.0% |
$2.68K - $3.23K
|
3.05K
$238K
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
29+ 0.1% |
$2.59K - $3.12K
|
29K
$2.27M
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.07% |
$2.24K - $2.69K
|
34.3K
$2.67M
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.07% |
$2.24K - $2.69K
|
34.3K
$2.67M
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
24+ 14.55% |
$2.15K - $2.58K
|
189
$14.7K
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 8.68% |
$2.06K - $2.48K
|
288
$22.5K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.69% |
$2.06K - $2.48K
|
3.36K
$262K
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
21+ 0.63% |
$1.88K - $2.26K
|
3.35K
$262K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 40.38% |
$1.88K - $2.26K
|
73
$5.7K
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
20+ 0.7% |
$1.79K - $2.15K
|
2.87K
$224K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 3.69% |
$1.7K - $2.05K
|
534
$41.7K
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
19+ 0.75% |
$1.7K - $2.05K
|
2.56K
$200K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19New |
$1.7K - $2.05K
|
19
$1.48K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.65% |
$1.61K - $1.94K
|
2.8K
$218K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
16+ 0.33% |
$1.43K - $1.72K
|
4.89K
$381K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
16+ 0.33% |
$1.43K - $1.72K
|
4.91K
$383K
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15+ 0.5% |
$1.34K - $1.61K
|
3K
$234K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.72% |
$1.25K - $1.51K
|
1.95K
$152K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
14New |
$1.25K - $1.51K
|
14
$1.09K
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11+ 1100.0% |
$984 - $1.18K
|
12
$936
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
10+ 23.81% |
$894 - $1.08K
|
52
$4.06K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.25% |
$805 - $969
|
3.54K
$276K
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 1.41% |
$715 - $861
|
576
$45K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$715 - $861
|
8
$624
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 14.55% |
$715 - $861
|
63
$4.92K
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
7+ 0.24% |
$626 - $754
|
2.87K
$224K
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7New |
$626 - $754
|
7
$546
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.26% |
$537 - $646
|
2.31K
$181K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.18% |
$537 - $646
|
3.43K
$268K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.06% |
$537 - $646
|
10.9K
$849K
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.26% |
$537 - $646
|
2.31K
$181K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$447 - $538
|
5
$390
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$447 - $538
|
5
$390
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 10.2% |
$447 - $538
|
54
$4.21K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 2.04% |
$358 - $431
|
200
$15.6K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3+ 0.02% |
$268 - $323
|
19.2K
$1.5M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 4.35% |
$268 - $323
|
72
$5.62K
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.03% |
$268 - $323
|
9.42K
$735K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.37% |
$268 - $323
|
813
$63.4K
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.1% |
$268 - $323
|
2.86K
$223K
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$179 - $215
|
5
$390
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.39% |
$179 - $215
|
146
$11.4K
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$179 - $215
|
3.31K
$258K
|