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 1,456 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 |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
9,555
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 13, 2026 Q4 2025 |
9,516
shares
|
$1.06 Million
0.71% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
9,466
shares
|
$1.05 Million
0.64% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
9,443
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,422
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.1%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
9,322
shares
|
$1.03 Million
0.24% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
9,218
shares
|
$1.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
9,179
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,155
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
9,043
shares
|
$1 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
9,005
shares
|
$999,284
0.03% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,995
shares
|
$998,175
0.05% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,988
shares
|
$997,398
0.17% of portfolio
|
Q3 2025
Reduced 23.91%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
8,986
shares
|
$997,176
0.05% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,850
shares
|
$982,084
0.02% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
8,835
shares
|
$980,419
0.1% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
8,834
shares
|
$980,308
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
8,779
shares
|
$974,205
0.02% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
8,718
shares
|
$967,436
0.4% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,705
shares
|
$965,993
0.08% of portfolio
|
Q4 2022
Reduced 11.88%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
8,685
shares
|
$963,774
0.01% of portfolio
|
Q3 2025
Added 45.4%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
8,680
shares
|
$963,219
0.06% of portfolio
|
Q3 2025
Added 22.72%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
8,672
shares
|
$962,331
0.45% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
8,640
shares
|
$958,780
0.1% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,606
shares
|
$955,007
0.01% of portfolio
|
Q3 2025
Added 25.07%
|
|