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 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3+ 0.02% |
$268 - $323
|
19.2K
$2M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3+ 0.1% |
$268 - $323
|
2.86K
$297K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 66.67% |
$179 - $215
|
5
$519
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$179 - $215
|
3.31K
$343K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 1.39% |
$179 - $215
|
146
$15.2K
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
BUY
|
- |
1+ 0.02% |
$89.4 - $108
|
4.34K
$450K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.04% |
$89.4 - $108
|
2.31K
$240K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.03% |
$89.4 - $108
|
3.11K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 14.29% |
$89.4 - $108
|
8
$830
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.77% |
$89.4 - $108
|
131
$13.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.25% |
$89.4 - $108
|
405
$42K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-1- 0.02% |
$89.4 - $108
|
5.01K
$520K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$89.4 - $108
|
9.17K
$952K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$89.4 - $108
|
8.37K
$869K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2- 11.11% |
$179 - $215
|
16
$1.66K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3- 0.04% |
$268 - $323
|
7.41K
$769K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3- 0.06% |
$268 - $323
|
5.14K
$534K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5- 0.19% |
$447 - $538
|
2.66K
$276K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-5- 1.19% |
$447 - $538
|
415
$43.1K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
SELL
|
- |
-5- 0.18% |
$447 - $538
|
2.7K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-6- 0.18% |
$537 - $646
|
3.41K
$354K
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-7- 0.1% |
$626 - $754
|
7K
$727K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9- 0.16% |
$805 - $969
|
5.61K
$582K
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
SELL
|
- |
-10- 2.9% |
$894 - $1.08K
|
335
$34.8K
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$894 - $1.08K
|
10
$1.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-12- 0.46% |
$1.07K - $1.29K
|
2.59K
$269K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 0.46% |
$1.07K - $1.29K
|
2.62K
$272K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13- 1.74% |
$1.16K - $1.4K
|
735
$76.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 10.83% |
$1.16K - $1.4K
|
107
$11.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13- 46.43% |
$1.16K - $1.4K
|
15
$1.56K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 6.48% |
$1.25K - $1.51K
|
202
$21K
|
|
|
Nov 10, 2022
Q3 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-18- 46.15% |
$1.61K - $1.94K
|
21
$2.18K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.75% |
$1.61K - $1.94K
|
2.39K
$248K
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-18- 0.57% |
$1.61K - $1.94K
|
3.16K
$327K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-19- 0.07% |
$1.7K - $2.05K
|
26.1K
$2.71M
|
|
|
Oct 19, 2022
Q3 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-20- 0.88% |
$1.79K - $2.15K
|
2.26K
$234K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-20- 0.03% |
$1.79K - $2.15K
|
77.1K
$8M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-21- 0.12% |
$1.88K - $2.26K
|
16.9K
$1.75M
|
|
|
Oct 27, 2022
Q3 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-21- 0.23% |
$1.88K - $2.26K
|
9.29K
$964K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24- 17.91% |
$2.15K - $2.58K
|
110
$11.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-24- 17.14% |
$2.15K - $2.58K
|
116
$12K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25- 0.41% |
$2.24K - $2.69K
|
6.01K
$623K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
SELL
|
- |
-25- 0.38% |
$2.24K - $2.69K
|
6.55K
$680K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-25- 0.72% |
$2.24K - $2.69K
|
3.43K
$356K
|
|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-25- 1.07% |
$2.24K - $2.69K
|
2.31K
$240K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-27- 0.55% |
$2.41K - $2.91K
|
4.92K
$511K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-27- 0.04% |
$2.41K - $2.91K
|
66K
$6.85M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-29- 0.28% |
$2.59K - $3.12K
|
10.2K
$1.05M
|
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-31- 0.54% |
$2.77K - $3.34K
|
5.68K
$589K
|