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 1,458 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 |
|---|---|---|---|---|---|
|
Hummer Financial Advisory Services Inc
|
Oct 09, 2025 Q3 2025 |
11,622
shares
|
$1.29 Million
1.03% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
11,614
shares
|
$1.29 Million
0.26% of portfolio
|
Q4 2025
Added 16.98%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
11,520
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
11,466
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
11,382
shares
|
$1.26 Million
0.06% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
11,360
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
11,354
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,317
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
11,290
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Empirical Finance, LLC
|
Nov 13, 2025 Q3 2025 |
11,230
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
11,191
shares
|
$1.24 Million
1.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,137
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,120
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
11,081
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2025
Added 5.74%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
10,980
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,935
shares
|
$1.21 Million
0.15% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
10,916
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
10,816
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 57.64%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
10,806
shares
|
$1.2 Million
0.39% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
10,758
shares
|
$1.19 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
10,695
shares
|
$1.19 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
10,684
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2025
Reduced 9.06%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,680
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2025
Added 75.83%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Oct 27, 2025 Q3 2025 |
10,658
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
10,628
shares
|
$1.18 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.16%
|
|