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 |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
18,140
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2024
Reduced 15.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,054
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2024
Added 41.89%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
18,050
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2024
Added 94.0%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
18,049
shares
|
$1.83 Million
1.34% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
17,876
shares
|
$1.81 Million
0.04% of portfolio
|
Q3 2024
Reduced 69.07%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
17,672
shares
|
$1.79 Million
0.57% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
17,600
shares
|
$1.78 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
17,587
shares
|
$1.78 Million
0.87% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,506
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
17,475
shares
|
$1.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Nov 13, 2024 Q3 2024 |
17,473
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 61.32%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
17,363
shares
|
$1.76 Million
1.02% of portfolio
|
Q3 2024
Reduced 47.7%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
17,320
shares
|
$1.75 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
17,296
shares
|
$1.75 Million
0.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
17,232
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Added 21.62%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Feb 03, 2025 Q4 2024 |
17,227
shares
|
$1.74 Million
1.08% of portfolio
|
Q4 2024
Added 60.74%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
17,200
shares
|
$1.74 Million
0.33% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
17,161
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
17,052
shares
|
$1.73 Million
0.03% of portfolio
|
Q4 2024
Reduced 20.84%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
17,001
shares
|
$1.72 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
17,000
shares
|
$1.72 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,907
shares
|
$1.71 Million
0.2% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
16,888
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
16,385
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
16,352
shares
|
$1.66 Million
0.27% of portfolio
|
Q4 2024
New holding
|