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
|
J.Safra Asset Management Corp
|
BUY
|
- |
143New |
$12.1K - $14.2K
|
143
$13.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
139+ 2.03% |
$11.7K - $13.8K
|
7K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
138+ 8.78% |
$11.6K - $13.7K
|
1.71K
$161K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
134+ 2.23% |
$11.3K - $13.3K
|
6.14K
$577K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
130+ 2.46% |
$11K - $12.9K
|
5.41K
$508K
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
124+ 1.45% |
$10.5K - $12.3K
|
8.7K
$818K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
114+ 12.06% |
$9.61K - $11.3K
|
1.06K
$99.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
113+ 2.36% |
$9.53K - $11.2K
|
4.9K
$460K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
111+ 3.06% |
$9.36K - $11K
|
3.74K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
108+ 0.44% |
$9.1K - $10.7K
|
24.8K
$2.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
106New |
$8.94K - $10.5K
|
106
$9.96K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
105+ 0.32% |
$8.85K - $10.4K
|
32.5K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
103New |
$8.68K - $10.2K
|
103
$9.68K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
100+ 3.46% |
$8.43K - $9.91K
|
2.99K
$281K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 1.56% |
$8.43K - $9.91K
|
6.52K
$613K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$8.43K - $9.91K
|
100
$9.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
100+ 2.3% |
$8.43K - $9.91K
|
4.45K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
100+ 4.76% |
$8.43K - $9.91K
|
2.2K
$207K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
97New |
$8.18K - $9.62K
|
97
$9.12K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
90+ 1.07% |
$7.59K - $8.92K
|
8.46K
$795K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
87+ 2.73% |
$7.33K - $8.63K
|
3.28K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 10.98% |
$7.17K - $8.43K
|
859
$80.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
79+ 2.24% |
$6.66K - $7.83K
|
3.6K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
78+ 1.63% |
$6.58K - $7.73K
|
4.88K
$458K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
78+ 3.26% |
$6.58K - $7.73K
|
2.47K
$232K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
77New |
$6.49K - $7.63K
|
77
$7.24K
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
76+ 1.58% |
$6.41K - $7.53K
|
4.9K
$460K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
74+ 0.87% |
$6.24K - $7.34K
|
8.63K
$811K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
73+ 8.89% |
$6.15K - $7.24K
|
894
$84K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
71New |
$5.99K - $7.04K
|
71
$6.67K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
70+ 0.72% |
$5.9K - $6.94K
|
9.75K
$917K
|
|
|
Jan 26, 2023
Q4 2022
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
67+ 0.62% |
$5.65K - $6.64K
|
10.8K
$1.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
62+ 2.13% |
$5.23K - $6.15K
|
2.97K
$279K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
59+ 1.15% |
$4.97K - $5.85K
|
5.2K
$489K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
53+ 15.68% |
$4.47K - $5.25K
|
391
$36.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51+ 0.17% |
$4.3K - $5.06K
|
30.3K
$2.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
49New |
$4.13K - $4.86K
|
49
$4.61K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
49+ 2.01% |
$4.13K - $4.86K
|
2.49K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
46+ 0.66% |
$3.88K - $4.56K
|
7.05K
$663K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45+ 0.1% |
$3.79K - $4.46K
|
45.1K
$4.24M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
43+ 716.67% |
$3.62K - $4.26K
|
49
$4.61K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
43+ 0.77% |
$3.62K - $4.26K
|
5.65K
$531K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
42+ 1.2% |
$3.54K - $4.16K
|
3.54K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
40+ 0.19% |
$3.37K - $3.97K
|
21.5K
$2.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
38New |
$3.2K - $3.77K
|
38
$3.57K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
35New |
$2.95K - $3.47K
|
35
$3.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
35+ 1.46% |
$2.95K - $3.47K
|
2.43K
$228K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34New |
$2.87K - $3.37K
|
34
$3.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
34+ 1.08% |
$2.87K - $3.37K
|
3.19K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34New |
$2.87K - $3.37K
|
34
$3.2K
|