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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
8,680
shares
|
$878,589
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
8,672
shares
|
$877,779
0.42% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
8,657
shares
|
$876,261
0.21% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,656
shares
|
$876,160
0.01% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,655
shares
|
$876,059
0.02% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,638
shares
|
$874,338
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,623
shares
|
$872,820
0.1% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,598
shares
|
$870,289
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
8,579
shares
|
$868,366
0.03% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
8,511
shares
|
$861,483
0.26% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
8,456
shares
|
$855,916
0.23% of portfolio
|
Q4 2024
Added 36.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,443
shares
|
$854,600
0.01% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8,414
shares
|
$851,665
0.04% of portfolio
|
Q4 2020
Reduced 0.02%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
8,384
shares
|
$848,628
0.02% of portfolio
|
Q4 2024
Added 37.76%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
8,345
shares
|
$844,680
0.22% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,342
shares
|
$844,377
0.11% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,293
shares
|
$839,417
0.02% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,212
shares
|
$831,218
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
8,200
shares
|
$830,004
0.2% of portfolio
|
Q1 2020
Added 13.89%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
8,173
shares
|
$827,271
0.01% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,170
shares
|
$826,967
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,149
shares
|
$824,841
0.12% of portfolio
|
Q4 2024
Reduced 15.2%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
8,145
shares
|
$824,436
0.03% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
8,145
shares
|
$824,436
0.01% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
8,103
shares
|
$820,185
0.04% of portfolio
|
Q2 2024
Reduced 0.59%
|