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 |
|---|---|---|---|---|---|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
7,685
shares
|
$852,804
0.21% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
7,646
shares
|
$848,476
0.04% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
7,622
shares
|
$845,813
0.01% of portfolio
|
Q3 2025
Added 99.32%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
7,618
shares
|
$845,369
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
7,600
shares
|
$843,372
0.03% of portfolio
|
Q3 2025
Added 88.49%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
7,584
shares
|
$841,596
0.4% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,576
shares
|
$840,708
0.07% of portfolio
|
Q3 2023
Reduced 51.38%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
7,554
shares
|
$838,267
0.03% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
7,543
shares
|
$837,046
0.03% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
7,425
shares
|
$823,952
0.0% of portfolio
|
Q3 2025
Added 746.64%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,416
shares
|
$822,953
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
7,347
shares
|
$815,296
0.02% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
7,300
shares
|
$810,081
0.04% of portfolio
|
Q1 2021
Reduced 3.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,270
shares
|
$806,751
0.02% of portfolio
|
Q4 2023
Reduced 7.93%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
7,260
shares
|
$805,642
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
7,242
shares
|
$803,644
0.07% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,209
shares
|
$799,982
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
7,203
shares
|
$799,316
0.02% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,083
shares
|
$786,000
0.01% of portfolio
|
Q3 2025
Added 248.4%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
7,083
shares
|
$786,000
0.33% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
7,080
shares
|
$785,667
0.01% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,067
shares
|
$784,224
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
7,030
shares
|
$780,119
0.04% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
7,023
shares
|
$779,342
0.29% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,017
shares
|
$778,676
0.1% of portfolio
|
Q3 2025
Reduced 5.89%
|
|