Purchases and Sales Made in Q4 2021 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q4 2021. 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 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18New |
$1.56K - $1.77K
|
18
$1.68K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
15New |
$1.3K - $1.48K
|
15
$1.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
14+ 0.03% |
$1.22K - $1.38K
|
45.8K
$4.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
14+ 5.69% |
$1.22K - $1.38K
|
260
$24.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
14+ 0.74% |
$1.22K - $1.38K
|
1.9K
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
13New |
$1.13K - $1.28K
|
13
$1.21K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
12New |
$1.04K - $1.18K
|
12
$1.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 0.27% |
$956 - $1.08K
|
4.05K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$956 - $1.08K
|
11
$1.03K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.36% |
$956 - $1.08K
|
3.05K
$285K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
10+ 0.04% |
$869 - $984
|
25.6K
$2.39M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.42% |
$782 - $885
|
2.17K
$203K
|
|
|
Jan 12, 2022
Q4 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
8+ 0.28% |
$695 - $787
|
2.85K
$266K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$695 - $787
|
8
$747
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
5+ 0.11% |
$435 - $492
|
4.73K
$441K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.57% |
$348 - $393
|
707
$66K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
4+ 10.26% |
$348 - $393
|
43
$4.02K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
4+ 0.21% |
$348 - $393
|
1.93K
$180K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 0.59% |
$261 - $295
|
509
$47.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.11% |
$261 - $295
|
2.78K
$260K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.41% |
$174 - $197
|
490
$45.8K
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
2+ 0.63% |
$174 - $197
|
322
$30.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2+ 0.03% |
$174 - $197
|
7.03K
$657K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$86.9 - $98.4
|
1
$93.4
|
|
|
Feb 07, 2022
Q4 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.04% |
$86.9 - $98.4
|
2.31K
$216K
|
|
|
Mar 03, 2022
Q4 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$86.9 - $98.4
|
13.6K
$1.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.61% |
$86.9 - $98.4
|
63
$5.88K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$86.9 - $98.4
|
1.16K
$108K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.79% |
$86.9 - $98.4
|
128
$12K
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.02% |
$86.9 - $98.4
|
4.28K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$86.9 - $98.4
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1- -0.0% |
$86.9 - $98.4
|
44.6K
$4.17M
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.19% |
$86.9 - $98.4
|
530
$49.5K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.72% |
$174 - $197
|
276
$25.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2- 0.02% |
$174 - $197
|
8.75K
$817K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2- 0.02% |
$174 - $197
|
10.7K
$1M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3Closed |
$261 - $295
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-3- 0.22% |
$261 - $295
|
1.36K
$127K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.93% |
$348 - $393
|
427
$39.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 2.46% |
$435 - $492
|
198
$18.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-6Closed |
$522 - $590
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 0.21% |
$609 - $689
|
3.34K
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.46% |
$609 - $689
|
1.51K
$141K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8- 0.32% |
$695 - $787
|
2.49K
$233K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.33% |
$695 - $787
|
2.4K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9- 1.06% |
$782 - $885
|
839
$78.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-10Closed |
$869 - $984
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 2.13% |
$869 - $984
|
459
$42.9K
|