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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
32+ 46.38% |
$2.7K - $3.17K
|
101
$10.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
29+ 13.81% |
$2.44K - $2.88K
|
239
$24.8K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
29+ 0.79% |
$2.44K - $2.88K
|
3.71K
$385K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
28+ 5.59% |
$2.36K - $2.78K
|
529
$54.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
27+ 0.1% |
$2.28K - $2.68K
|
27.8K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
27+ 0.1% |
$2.28K - $2.68K
|
25.8K
$2.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
27+ 3.48% |
$2.28K - $2.68K
|
803
$83.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
26+ 9.92% |
$2.19K - $2.58K
|
288
$29.9K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.11K - $2.48K
|
25
$2.59K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25+ 6.36% |
$2.11K - $2.48K
|
418
$43.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
24+ 0.37% |
$2.02K - $2.38K
|
6.45K
$669K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
21+ 0.06% |
$1.77K - $2.08K
|
35.9K
$3.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21New |
$1.77K - $2.08K
|
21
$2.18K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
20+ 1.63% |
$1.69K - $1.98K
|
1.24K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
19New |
$1.6K - $1.88K
|
19
$1.97K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.17% |
$1.52K - $1.78K
|
10.9K
$1.13M
|
|
|
Feb 08, 2023
Q4 2022
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17+ 0.28% |
$1.43K - $1.69K
|
6.01K
$623K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
17+ 0.4% |
$1.43K - $1.69K
|
4.25K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
BUY
|
- |
17+ 0.35% |
$1.43K - $1.69K
|
4.92K
$511K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.61% |
$1.35K - $1.59K
|
2.63K
$273K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
15+ 0.77% |
$1.26K - $1.49K
|
1.96K
$204K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
15+ 7.94% |
$1.26K - $1.49K
|
204
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$1.26K - $1.49K
|
5.23K
$543K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12+ 1.13% |
$1.01K - $1.19K
|
1.08K
$112K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11New |
$927 - $1.09K
|
11
$1.14K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
11+ 0.29% |
$927 - $1.09K
|
3.84K
$399K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.35% |
$843 - $991
|
2.85K
$296K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
10New |
$843 - $991
|
10
$1.04K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9+ 4.25% |
$759 - $892
|
221
$22.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
9+ 0.15% |
$759 - $892
|
5.97K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
8+ 0.28% |
$674 - $793
|
2.88K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7+ 2.0% |
$590 - $694
|
357
$37K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.2% |
$506 - $595
|
3K
$312K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 11.11% |
$506 - $595
|
60
$6.23K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.87% |
$422 - $496
|
581
$60.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5+ 0.01% |
$422 - $496
|
54.4K
$5.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4+ 0.04% |
$337 - $397
|
9.54K
$990K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3+ 0.04% |
$253 - $297
|
6.92K
$718K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
3+ 300.0% |
$253 - $297
|
4
$415
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$253 - $297
|
2.56K
$266K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$253 - $297
|
3
$311
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$253 - $297
|
2.66K
$276K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$253 - $297
|
3
$311
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.03% |
$253 - $297
|
9.43K
$978K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.49% |
$169 - $198
|
407
$42.2K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
2+ 40.0% |
$169 - $198
|
7
$726
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 25.0% |
$169 - $198
|
10
$1.04K
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
2+ 0.41% |
$169 - $198
|
493
$51.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$169 - $198
|
3.31K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.02% |
$84.3 - $99.1
|
4.31K
$447K
|