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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,235
shares
|
$631,106
0.01% of portfolio
|
Q4 2024
Added 25.03%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
6,199
shares
|
$627,462
0.05% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,124
shares
|
$619,871
0.03% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,084
shares
|
$615,822
0.02% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,060
shares
|
$613,393
0.01% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
6,047
shares
|
$612,077
0.01% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
6,021
shares
|
$609,445
0.01% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
5,996
shares
|
$606,915
0.2% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,994
shares
|
$606,712
0.01% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
5,993
shares
|
$606,611
0.79% of portfolio
|
Q3 2023
Reduced 20.75%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,952
shares
|
$602,461
0.06% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
5,914
shares
|
$598,615
0.11% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
5,909
shares
|
$598,108
0.08% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
5,893
shares
|
$596,489
0.1% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
5,881
shares
|
$595,274
0.01% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
5,858
shares
|
$592,946
0.0% of portfolio
|
Q4 2024
Reduced 79.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,857
shares
|
$592,845
0.01% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
5,825
shares
|
$589,606
0.01% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,816
shares
|
$588,695
0.33% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
5,728
shares
|
$579,788
0.08% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
5,728
shares
|
$579,788
0.01% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
5,714
shares
|
$578,371
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,648
shares
|
$571,690
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
5,644
shares
|
$571,285
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
5,638
shares
|
$570,678
0.01% of portfolio
|
Q4 2023
Reduced 4.2%
|