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 1,265 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,443
shares
|
$557,526
0.02% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,429
shares
|
$556,092
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
5,427
shares
|
$555,887
0.26% of portfolio
|
Q4 2023
Added 15.69%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
5,425
shares
|
$555,682
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$554,453
0.02% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,408
shares
|
$553,941
0.09% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,395
shares
|
$552,609
0.05% of portfolio
|
Q4 2024
Added 95.75%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
5,389
shares
|
$551,995
0.07% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
5,344
shares
|
$547,385
0.17% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,336
shares
|
$546,566
0.01% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,320
shares
|
$544,927
0.02% of portfolio
|
Q4 2024
Added 31.49%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
5,239
shares
|
$536,630
0.32% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Aviva PLC
|
Feb 13, 2025 Q4 2024 |
5,213
shares
|
$533,967
0.0% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5,213
shares
|
$533,967
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
5,210
shares
|
$533,660
0.01% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,205
shares
|
$533,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,135
shares
|
$525,978
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Feb 11, 2025 Q4 2024 |
5,124
shares
|
$524,851
0.0% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jan 30, 2025 Q4 2024 |
5,080
shares
|
$520,344
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
5,059
shares
|
$518,193
0.06% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
5,033
shares
|
$515,530
0.07% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,977
shares
|
$509,794
0.02% of portfolio
|
Q4 2024
Added 67.91%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
4,972
shares
|
$509,281
0.08% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
4,961
shares
|
$508,155
0.03% of portfolio
|
Q4 2024
Reduced 33.61%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,933
shares
|
$505,287
0.01% of portfolio
|
Q3 2024
Reduced 12.13%
|