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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
8,541
shares
|
$947,794
0.01% of portfolio
|
Q3 2025
Reduced 21.71%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
8,490
shares
|
$942,135
0.25% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
8,447
shares
|
$937,363
0.0% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
8,405
shares
|
$932,702
0.07% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 28, 2025 Q3 2025 |
8,397
shares
|
$931,815
1.01% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,342
shares
|
$925,711
0.11% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
8,206
shares
|
$910,619
0.11% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
8,200
shares
|
$909,954
0.25% of portfolio
|
Q1 2020
Added 13.89%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
8,168
shares
|
$906,402
0.05% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,165
shares
|
$906,070
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
8,153
shares
|
$904,738
0.13% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
8,008
shares
|
$888,647
0.06% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
8,000
shares
|
$887,760
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
7,987
shares
|
$886,317
0.04% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,975
shares
|
$884,985
0.03% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
7,964
shares
|
$883,765
0.01% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
7,959
shares
|
$883,210
0.11% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,941
shares
|
$881,212
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
7,917
shares
|
$878,549
0.01% of portfolio
|
Q3 2025
Added 167.83%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,863
shares
|
$872,557
0.01% of portfolio
|
Q2 2025
Added 24.34%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
7,792
shares
|
$864,678
0.14% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
7,786
shares
|
$864,012
0.24% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,785
shares
|
$863,901
0.01% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
7,781
shares
|
$863,457
0.22% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
7,766
shares
|
$861,793
1.4% of portfolio
|
Q2 2022
Reduced 2.78%
|
|