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 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
85+ 17.97% |
$7.39K - $8.36K
|
558
$54.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
84+ 8.81% |
$7.3K - $8.26K
|
1.04K
$102K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
83+ 2.26% |
$7.22K - $8.16K
|
3.75K
$368K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
80+ 3.08% |
$6.95K - $7.87K
|
2.68K
$263K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
75+ 0.76% |
$6.52K - $7.38K
|
9.89K
$969K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
75+ 108.7% |
$6.52K - $7.38K
|
144
$14.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
73+ 3.21% |
$6.35K - $7.18K
|
2.35K
$230K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
71+ 1.57% |
$6.17K - $6.98K
|
4.61K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
70+ 1.52% |
$6.09K - $6.89K
|
4.66K
$457K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
70+ 0.23% |
$6.09K - $6.89K
|
30.5K
$2.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
68+ 16.04% |
$5.91K - $6.69K
|
492
$48.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
65New |
$5.65K - $6.39K
|
65
$6.37K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 1.6% |
$5.3K - $6K
|
3.87K
$379K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61+ 1.73% |
$5.3K - $6K
|
3.59K
$352K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
59New |
$5.13K - $5.8K
|
59
$5.78K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
59+ 1.21% |
$5.13K - $5.8K
|
4.95K
$485K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
52+ 0.33% |
$4.52K - $5.11K
|
15.7K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
51+ 1.1% |
$4.43K - $5.02K
|
4.68K
$459K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
49+ 5.79% |
$4.26K - $4.82K
|
895
$87.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
47+ 0.3% |
$4.09K - $4.62K
|
16K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
47+ 1.13% |
$4.09K - $4.62K
|
4.2K
$412K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
45+ 0.67% |
$3.91K - $4.43K
|
6.79K
$665K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
44New |
$3.82K - $4.33K
|
44
$4.31K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
42New |
$3.65K - $4.13K
|
42
$4.12K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
41New |
$3.56K - $4.03K
|
41
$4.02K
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
BUY
|
- |
40+ 0.51% |
$3.48K - $3.93K
|
7.92K
$776K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
39+ 0.47% |
$3.39K - $3.84K
|
8.4K
$824K
|
|
|
Feb 14, 2022
Q4 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
38+ 0.73% |
$3.3K - $3.74K
|
5.25K
$515K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37+ 2.2% |
$3.22K - $3.64K
|
1.72K
$168K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
36+ 0.65% |
$3.13K - $3.54K
|
5.57K
$546K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
35+ 1.45% |
$3.04K - $3.44K
|
2.44K
$239K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
34New |
$2.96K - $3.34K
|
34
$3.33K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
30+ 0.9% |
$2.61K - $2.95K
|
3.37K
$330K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
30+ 1.24% |
$2.61K - $2.95K
|
2.45K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
29+ 8.26% |
$2.52K - $2.85K
|
380
$37.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
28+ 1.15% |
$2.43K - $2.75K
|
2.46K
$241K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
27New |
$2.35K - $2.66K
|
27
$2.65K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
26+ 0.46% |
$2.26K - $2.56K
|
5.63K
$552K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
26+ 0.13% |
$2.26K - $2.56K
|
19.3K
$1.89M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 0.88% |
$2.26K - $2.56K
|
3K
$294K
|
|
|
Feb 08, 2022
Q4 2021
|
Private Harbour Investment Management & Counsel, LLC
|
BUY
|
- |
25+ 0.23% |
$2.17K - $2.46K
|
11K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
23+ 0.35% |
$2K - $2.26K
|
6.58K
$645K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21+ 0.76% |
$1.83K - $2.07K
|
2.78K
$273K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
21+ 0.86% |
$1.83K - $2.07K
|
2.46K
$241K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21New |
$1.83K - $2.07K
|
21
$2.06K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
20+ 0.85% |
$1.74K - $1.97K
|
2.37K
$232K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
19+ 0.74% |
$1.65K - $1.87K
|
2.6K
$255K
|
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
18+ 0.77% |
$1.56K - $1.77K
|
2.36K
$232K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
18New |
$1.56K - $1.77K
|
18
$1.76K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
18+ 2.53% |
$1.56K - $1.77K
|
729
$71.4K
|