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
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
800New |
$67.4K - $79.3K
|
800
$79.2K
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
788+ 22.04% |
$66.4K - $78.1K
|
4.36K
$432K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
770New |
$64.9K - $76.3K
|
770
$76.3K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
764New |
$64.4K - $75.7K
|
764
$75.7K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
747+ 3.81% |
$63K - $74.1K
|
20.3K
$2.01M
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
741+ 2.84% |
$62.5K - $73.5K
|
26.8K
$2.66M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
738+ 0.61% |
$62.2K - $73.2K
|
122K
$12.1M
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
730New |
$61.5K - $72.4K
|
730
$72.3K
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
725+ 30.21% |
$61.1K - $71.9K
|
3.13K
$309K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
721+ 4.28% |
$60.8K - $71.5K
|
17.6K
$1.74M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
720+ 27.55% |
$60.7K - $71.4K
|
3.33K
$330K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
713New |
$60.1K - $70.7K
|
713
$70.6K
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
705+ 23.91% |
$59.4K - $69.9K
|
3.65K
$362K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
702+ 31.28% |
$59.2K - $69.6K
|
2.95K
$292K
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
700+ 3.52% |
$59K - $69.4K
|
20.6K
$2.04M
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
647+ 8.19% |
$54.5K - $64.1K
|
8.54K
$846K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
645New |
$54.4K - $63.9K
|
645
$63.9K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
641+ 8.35% |
$54K - $63.5K
|
8.32K
$824K
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
633+ 10.65% |
$53.4K - $62.8K
|
6.58K
$651K
|
|
Feb 06, 2023
Q4 2022
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
614+ 0.36% |
$51.8K - $60.9K
|
173K
$17.1M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
612New |
$51.6K - $60.7K
|
612
$60.6K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
600New |
$50.6K - $59.5K
|
600
$59.4K
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
600+ 6.32% |
$50.6K - $59.5K
|
10.1K
$1M
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600New |
$50.6K - $59.5K
|
600
$59.4K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
585+ 19.66% |
$49.3K - $58K
|
3.56K
$353K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
583New |
$49.1K - $57.8K
|
583
$57.7K
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
577+ 2.78% |
$48.6K - $57.2K
|
21.3K
$2.11M
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
576+ 14.81% |
$48.6K - $57.1K
|
4.47K
$442K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
575New |
$48.5K - $57K
|
575
$56.9K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
564+ 5.75% |
$47.5K - $55.9K
|
10.4K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
540+ 0.92% |
$45.5K - $53.5K
|
59.4K
$5.88M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
540+ 8.91% |
$45.5K - $53.5K
|
6.6K
$654K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
511New |
$43.1K - $50.7K
|
511
$50.6K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
509+ 0.31% |
$42.9K - $50.5K
|
164K
$16.3M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
505+ 1.96% |
$42.6K - $50.1K
|
26.2K
$2.6M
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
500+ 7.57% |
$42.2K - $49.6K
|
7.11K
$704K
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
500New |
$42.2K - $49.6K
|
500
$49.5K
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
500+ 5.26% |
$42.2K - $49.6K
|
10K
$990K
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
482+ 0.19% |
$40.6K - $47.8K
|
254K
$25.1M
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
479New |
$40.4K - $47.5K
|
479
$47.4K
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
469+ 15.28% |
$39.5K - $46.5K
|
3.54K
$350K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
445+ 0.58% |
$37.5K - $44.1K
|
76.8K
$7.61M
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
443+ 2.23% |
$37.3K - $43.9K
|
20.3K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
440+ 14.5% |
$37.1K - $43.6K
|
3.47K
$344K
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
434+ 18.41% |
$36.6K - $43K
|
2.79K
$276K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
433+ 7.67% |
$36.5K - $42.9K
|
6.08K
$602K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
411+ 10.05% |
$34.6K - $40.7K
|
4.5K
$446K
|
|
Jan 11, 2023
Q4 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
395+ 0.9% |
$33.3K - $39.2K
|
44.2K
$4.37M
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
376+ 0.84% |
$31.7K - $37.3K
|
45.1K
$4.47M
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
372+ 1.61% |
$31.4K - $36.9K
|
23.5K
$2.33M
|