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 |
|---|---|---|---|---|---|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
14,453
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 12, 2025 Q3 2025 |
14,417
shares
|
$1.6 Million
0.16% of portfolio
|
Q3 2025
Reduced 61.77%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
14,376
shares
|
$1.6 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
14,326
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,207
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.48%
|
|
|
Matrix Trust CO
|
Oct 14, 2025 Q3 2025 |
14,205
shares
|
$1.58 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
14,087
shares
|
$1.56 Million
0.09% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
14,077
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.51%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,061
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 43.51%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
14,011
shares
|
$1.55 Million
0.28% of portfolio
|
Q1 2025
Reduced 56.07%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
14,000
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2022
Reduced 21.08%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
14,000
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
13,896
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
13,858
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,852
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Added 56.56%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
13,798
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
13,690
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
13,616
shares
|
$1.51 Million
0.1% of portfolio
|
Q2 2022
Added 21.78%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
13,554
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
13,476
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 290.04%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
13,474
shares
|
$1.5 Million
0.25% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
13,436
shares
|
$1.49 Million
0.06% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
13,434
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
13,433
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 14.57%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
13,409
shares
|
$1.49 Million
0.43% of portfolio
|
Q3 2025
Added 104.19%
|
|