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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
13,230
shares
|
$1.34 Million
0.22% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
13,222
shares
|
$1.34 Million
0.54% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
13,213
shares
|
$1.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,997
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.63%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,978
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Ing Groep Nv
|
Feb 03, 2025 Q4 2024 |
12,805
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Added 98.8%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
12,804
shares
|
$1.3 Million
0.34% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
12,789
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12,601
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
12,564
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2024
Added 24.05%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
12,516
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
12,494
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
12,479
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
12,457
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
12,409
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,404
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.18%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
12,247
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
12,189
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
12,107
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,054
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
11,963
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,781
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
11,736
shares
|
$1.19 Million
0.68% of portfolio
|
Q2 2023
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
11,718
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|