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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
48+ 1.87% |
$4.29K - $5.17K
|
2.61K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
47+ 1.71% |
$4.2K - $5.06K
|
2.8K
$283K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
45+ 73.77% |
$4.02K - $4.84K
|
106
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
44+ 0.51% |
$3.93K - $4.74K
|
8.68K
$878K
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
44+ 0.44% |
$3.93K - $4.74K
|
9.98K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
42+ 5.74% |
$3.76K - $4.52K
|
774
$78.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 24.26% |
$3.67K - $4.41K
|
210
$21.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
39New |
$3.49K - $4.2K
|
39
$3.95K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
36+ 0.76% |
$3.22K - $3.88K
|
4.76K
$481K
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
35+ 0.51% |
$3.13K - $3.77K
|
6.86K
$695K
|
|
|
Oct 31, 2022
Q3 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
34+ 0.57% |
$3.04K - $3.66K
|
5.99K
$606K
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
33+ 0.6% |
$2.95K - $3.55K
|
5.5K
$557K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
30+ 1.0% |
$2.68K - $3.23K
|
3.05K
$308K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
29+ 0.1% |
$2.59K - $3.12K
|
29K
$2.94M
|
|
|
Feb 13, 2024
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.07% |
$2.24K - $2.69K
|
34.3K
$3.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicholas Company, Inc.
|
BUY
|
- |
25+ 0.07% |
$2.24K - $2.69K
|
34.3K
$3.47M
|
|
|
Oct 12, 2022
Q3 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
24+ 14.55% |
$2.15K - $2.58K
|
189
$19.1K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
23+ 0.69% |
$2.06K - $2.48K
|
3.36K
$340K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
23+ 8.68% |
$2.06K - $2.48K
|
288
$29.2K
|
|
|
Oct 04, 2022
Q3 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
21+ 0.63% |
$1.88K - $2.26K
|
3.35K
$339K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21+ 40.38% |
$1.88K - $2.26K
|
73
$7.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
20+ 0.7% |
$1.79K - $2.15K
|
2.87K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
19New |
$1.7K - $2.05K
|
19
$1.92K
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
19+ 0.75% |
$1.7K - $2.05K
|
2.56K
$259K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
19+ 3.69% |
$1.7K - $2.05K
|
534
$54.1K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.65% |
$1.61K - $1.94K
|
2.8K
$283K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
16+ 0.33% |
$1.43K - $1.72K
|
4.91K
$496K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
16+ 0.33% |
$1.43K - $1.72K
|
4.89K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
15+ 0.5% |
$1.34K - $1.61K
|
3K
$304K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
14New |
$1.25K - $1.51K
|
14
$1.42K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.72% |
$1.25K - $1.51K
|
1.95K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11+ 1100.0% |
$984 - $1.18K
|
12
$1.21K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
10+ 23.81% |
$894 - $1.08K
|
52
$5.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9+ 0.25% |
$805 - $969
|
3.54K
$359K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$715 - $861
|
8
$810
|
|
|
Nov 03, 2022
Q3 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
8+ 1.41% |
$715 - $861
|
576
$58.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 14.55% |
$715 - $861
|
63
$6.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
7+ 0.24% |
$626 - $754
|
2.87K
$291K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7New |
$626 - $754
|
7
$709
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.26% |
$537 - $646
|
2.31K
$234K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.06% |
$537 - $646
|
10.9K
$1.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6+ 0.26% |
$537 - $646
|
2.31K
$234K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.18% |
$537 - $646
|
3.43K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 10.2% |
$447 - $538
|
54
$5.47K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
5New |
$447 - $538
|
5
$506
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$447 - $538
|
5
$506
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 2.04% |
$358 - $431
|
200
$20.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.37% |
$268 - $323
|
813
$82.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.03% |
$268 - $323
|
9.42K
$954K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 4.35% |
$268 - $323
|
72
$7.29K
|