Purchases and Sales Made in Q4 2022 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.02% |
$84.3 - $99.1
|
4.31K
$475K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1+ 0.01% |
$84.3 - $99.1
|
7K
$771K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.56% |
$84.3 - $99.1
|
65
$7.16K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.4% |
$84.3 - $99.1
|
252
$27.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
1+ 0.03% |
$84.3 - $99.1
|
3.86K
$425K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.15% |
$84.3 - $99.1
|
687
$75.6K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$84.3 - $99.1
|
1
$110
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$84.3 - $99.1
|
4.6K
$507K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 0.02% |
$169 - $198
|
10.2K
$1.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2- 0.05% |
$169 - $198
|
4.28K
$471K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$169 - $198
|
5.31K
$584K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-3- 0.09% |
$253 - $297
|
3.43K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3- 0.01% |
$253 - $297
|
39.3K
$4.32M
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-3- 0.07% |
$253 - $297
|
4.16K
$458K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 1.86% |
$422 - $496
|
264
$29.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 18.52% |
$422 - $496
|
22
$2.42K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-6- 1.12% |
$506 - $595
|
528
$58.1K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6- 1.27% |
$506 - $595
|
468
$51.5K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-7- 0.08% |
$590 - $694
|
8.67K
$955K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-8- 0.1% |
$674 - $793
|
8.19K
$902K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8- 1.41% |
$674 - $793
|
561
$61.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 4.35% |
$759 - $892
|
198
$21.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 4.5% |
$759 - $892
|
191
$21K
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$843 - $991
|
10
$1.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-10- 47.62% |
$843 - $991
|
11
$1.21K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-12- 0.09% |
$1.01K - $1.19K
|
13.2K
$1.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-13- 25.0% |
$1.1K - $1.29K
|
39
$4.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-14- 0.13% |
$1.18K - $1.39K
|
11.1K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14- 0.14% |
$1.18K - $1.39K
|
9.7K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-14- 2.92% |
$1.18K - $1.39K
|
466
$51.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-14- 0.49% |
$1.18K - $1.39K
|
2.85K
$313K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 9.59% |
$1.18K - $1.39K
|
132
$14.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-15- 0.16% |
$1.26K - $1.49K
|
9.27K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 14.02% |
$1.26K - $1.49K
|
92
$10.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15- 0.06% |
$1.26K - $1.49K
|
23.5K
$2.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-16- 5.56% |
$1.35K - $1.59K
|
272
$29.9K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18- 2.45% |
$1.52K - $1.78K
|
717
$78.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-18- 0.65% |
$1.52K - $1.78K
|
2.76K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-19- 0.56% |
$1.6K - $1.88K
|
3.39K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20- 0.56% |
$1.69K - $1.98K
|
3.52K
$388K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-20- 0.7% |
$1.69K - $1.98K
|
2.85K
$314K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23- 0.76% |
$1.94K - $2.28K
|
3K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 0.74% |
$1.94K - $2.28K
|
3.09K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-23- 0.3% |
$1.94K - $2.28K
|
7.52K
$828K
|
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-24- 0.12% |
$2.02K - $2.38K
|
19.4K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 50.0% |
$2.53K - $2.97K
|
30
$3.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-35- 10.45% |
$2.95K - $3.47K
|
300
$33K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-36- 1.13% |
$3.03K - $3.57K
|
3.16K
$348K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-37- 0.2% |
$3.12K - $3.67K
|
18.9K
$2.08M
|