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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
8,076
shares
|
$817,452
0.05% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
8,000
shares
|
$809,760
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
7,996
shares
|
$809,355
0.09% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,941
shares
|
$803,788
0.02% of portfolio
|
Q4 2017
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
7,939
shares
|
$803,585
0.01% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,935
shares
|
$803,180
0.05% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
7,905
shares
|
$800,144
0.35% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
7,890
shares
|
$798,625
0.05% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
7,888
shares
|
$798,423
0.06% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
7,766
shares
|
$786,074
1.4% of portfolio
|
Q2 2022
Reduced 2.78%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
7,732
shares
|
$782,633
0.08% of portfolio
|
Q4 2022
Added 24.07%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7,724
shares
|
$781,823
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,675
shares
|
$776,863
0.04% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
7,584
shares
|
$767,652
0.36% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,576
shares
|
$766,842
0.07% of portfolio
|
Q3 2023
Reduced 51.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
7,564
shares
|
$765,628
0.2% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
7,554
shares
|
$764,615
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
7,517
shares
|
$760,870
0.14% of portfolio
|
Q3 2024
Reduced 44.29%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,512
shares
|
$760,364
0.01% of portfolio
|
Q4 2024
Added 83.71%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
7,363
shares
|
$745,282
0.18% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
7,323
shares
|
$741,234
0.06% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
7,319
shares
|
$740,829
0.05% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
7,300
shares
|
$738,906
0.04% of portfolio
|
Q1 2021
Reduced 3.99%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
7,290
shares
|
$737,893
0.1% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,270
shares
|
$735,869
0.02% of portfolio
|
Q4 2023
Reduced 7.93%
|