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 1,460 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
25,607
shares
|
$2.84 Million
0.68% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
25,437
shares
|
$2.82 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
25,368
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
25,227
shares
|
$2.8 Million
0.53% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
25,122
shares
|
$2.79 Million
0.08% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
24,831
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,747
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
24,165
shares
|
$2.68 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Oct 20, 2025 Q3 2025 |
24,000
shares
|
$2.66 Million
1.29% of portfolio
|
Q3 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
23,964
shares
|
$2.66 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
23,708
shares
|
$2.63 Million
0.06% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
23,629
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
23,440
shares
|
$2.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 16.29%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
23,356
shares
|
$2.59 Million
0.1% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
23,328
shares
|
$2.59 Million
0.91% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
23,251
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Added 38.15%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
23,229
shares
|
$2.58 Million
0.67% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
23,200
shares
|
$2.57 Million
1.95% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
23,061
shares
|
$2.56 Million
0.02% of portfolio
|
Q3 2025
Added 39.43%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
23,018
shares
|
$2.55 Million
0.09% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Meyer Handelman CO
|
Oct 16, 2025 Q3 2025 |
22,550
shares
|
$2.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
22,220
shares
|
$2.47 Million
0.14% of portfolio
|
Q3 2025
Added 32.09%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
21,980
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
21,867
shares
|
$2.43 Million
1.17% of portfolio
|
Q3 2025
Added 68.71%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
21,741
shares
|
$2.41 Million
0.06% of portfolio
|
Q2 2025
Added 24.7%
|
|