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 |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
6,981
shares
|
$774,681
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
6,966
shares
|
$773,017
0.03% of portfolio
|
Q3 2025
Reduced 22.72%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
6,965
shares
|
$772,906
0.01% of portfolio
|
Q3 2025
Added 191.79%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,941
shares
|
$770,242
0.03% of portfolio
|
Q3 2025
Added 97.36%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
6,921
shares
|
$768,023
0.15% of portfolio
|
Q3 2025
Added 19.82%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,919
shares
|
$767,801
0.01% of portfolio
|
Q3 2025
Added 21.54%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
6,730
shares
|
$746,828
0.46% of portfolio
|
Q3 2025
Added 10.91%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,715
shares
|
$745,163
0.26% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
6,712
shares
|
$744,830
0.06% of portfolio
|
Q3 2025
Added 16.2%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
6,698
shares
|
$743,277
0.02% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,642
shares
|
$737,062
0.04% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
6,614
shares
|
$733,955
0.21% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,611
shares
|
$733,622
0.05% of portfolio
|
Q3 2025
Added 87.92%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,607
shares
|
$733,178
0.06% of portfolio
|
Q4 2022
Reduced 78.85%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
6,583
shares
|
$730,515
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
6,567
shares
|
$728,739
0.02% of portfolio
|
Q3 2025
Added 26.29%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
6,504
shares
|
$721,748
0.08% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,495
shares
|
$720,750
0.25% of portfolio
|
Q3 2025
Added 88.26%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
6,448
shares
|
$715,534
0.01% of portfolio
|
Q3 2025
Added 36.55%
|
|
|
Blossom Wealth Management
|
Oct 22, 2025 Q3 2025 |
6,439
shares
|
$714,535
1.2% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
6,430
shares
|
$713,537
0.46% of portfolio
|
Q1 2022
Reduced 6.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,403
shares
|
$710,540
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
6,390
shares
|
$709,098
0.01% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
6,382
shares
|
$708,210
0.03% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
6,365
shares
|
$706,324
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|