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 1,246 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 $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$572,874
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,623
shares
|
$572,365
0.08% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
5,602
shares
|
$570,227
0.02% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 08, 2024 Q3 2024 |
5,576
shares
|
$567,581
0.0% of portfolio
|
Q3 2024
Reduced 51.56%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
5,574
shares
|
$567,377
0.12% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
5,559
shares
|
$565,850
0.12% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
5,559
shares
|
$565,850
0.04% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,551
shares
|
$565,036
0.05% of portfolio
|
Q4 2021
Reduced 0.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,518
shares
|
$561,677
0.01% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
5,503
shares
|
$560,150
0.03% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,487
shares
|
$558,521
0.02% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,472
shares
|
$556,994
0.04% of portfolio
|
Q3 2024
Added 112.84%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
5,465
shares
|
$556,282
0.03% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
5,455
shares
|
$555,264
0.02% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,443
shares
|
$554,042
0.02% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
5,427
shares
|
$552,414
0.26% of portfolio
|
Q4 2023
Added 15.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,425
shares
|
$552,210
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$550,989
0.02% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,408
shares
|
$550,480
0.09% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$550,480
0.0% of portfolio
|
Q3 2024
Reduced 86.06%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,395
shares
|
$549,157
0.05% of portfolio
|
Q4 2024
Added 95.75%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,390
shares
|
$548,648
0.03% of portfolio
|
Q3 2024
Reduced 31.64%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
5,389
shares
|
$548,546
0.07% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
5,372
shares
|
$546,815
0.02% of portfolio
|
Q3 2024
Added 939.07%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
5,344
shares
|
$543,965
0.17% of portfolio
|
Q3 2024
Reduced 2.73%
|