Institutional Ownership Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC). We have compiled data on the 1,252 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
31,720
shares
|
$3.21 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
31,518
shares
|
$3.19 Million
0.09% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
31,425
shares
|
$3.18 Million
0.2% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
31,225
shares
|
$3.16 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cincinnati Casualty CO
|
Nov 07, 2024 Q3 2024 |
31,000
shares
|
$3.14 Million
1.68% of portfolio
|
Q2 2017
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
30,731
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.61%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
30,700
shares
|
$3.11 Million
0.07% of portfolio
|
Q2 2024
Reduced 18.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
30,586
shares
|
$3.1 Million
0.14% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
30,491
shares
|
$3.09 Million
0.04% of portfolio
|
Q4 2024
Added 16.77%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
30,263
shares
|
$3.06 Million
0.21% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
30,231
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
30,160
shares
|
$3.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.91%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
29,988
shares
|
$3.04 Million
0.14% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
29,983
shares
|
$3.03 Million
0.06% of portfolio
|
Q4 2024
Added 46.29%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
29,978
shares
|
$3.03 Million
0.15% of portfolio
|
Q3 2024
Added 51.01%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
29,968
shares
|
$3.03 Million
0.02% of portfolio
|
Q3 2024
Added 206.17%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
29,599
shares
|
$3 Million
0.33% of portfolio
|
Q2 2024
Added 10.59%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
28,807
shares
|
$2.92 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
28,772
shares
|
$2.91 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
28,743
shares
|
$2.91 Million
0.12% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
28,402
shares
|
$2.87 Million
0.19% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
28,114
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Added 39.12%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
28,000
shares
|
$2.83 Million
3.32% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
28,000
shares
|
$2.83 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
27,965
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.82%
|