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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,748
shares
|
$483,298
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,742
shares
|
$482,688
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,710
shares
|
$479,430
0.01% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,708
shares
|
$479,227
0.04% of portfolio
|
Q3 2024
Added 439.29%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,701
shares
|
$478,514
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
4,700
shares
|
$478,413
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
4,696
shares
|
$478,005
0.01% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,646
shares
|
$472,916
0.02% of portfolio
|
Q4 2024
Added 46.24%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
4,615
shares
|
$469,760
0.11% of portfolio
|
Q4 2024
Reduced 9.05%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,610
shares
|
$469,251
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
4,588
shares
|
$467,012
0.14% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,548
shares
|
$462,940
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,534
shares
|
$461,515
0.1% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
4,531
shares
|
$461,210
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,531
shares
|
$461,210
0.02% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,509
shares
|
$458,971
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,482
shares
|
$456,222
0.07% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Feb 06, 2025 Q4 2024 |
4,475
shares
|
$455,510
0.26% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
4,446
shares
|
$452,558
0.0% of portfolio
|
Q4 2024
Added 97.95%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
4,428
shares
|
$450,726
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
4,426
shares
|
$450,522
0.3% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
4,415
shares
|
$449,402
0.08% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
4,389
shares
|
$446,756
0.02% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
4,383
shares
|
$446,145
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,349
shares
|
$442,684
0.05% of portfolio
|
Q3 2024
Added 64.86%
|