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 |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,337
shares
|
$441,463
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
4,293
shares
|
$436,984
0.21% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,291
shares
|
$436,780
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
4,266
shares
|
$434,236
0.07% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,265
shares
|
$434,134
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,258
shares
|
$433,421
0.1% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,249
shares
|
$432,505
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,246
shares
|
$432,200
0.07% of portfolio
|
Q4 2023
Added 1.1%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
4,235
shares
|
$431,080
0.06% of portfolio
|
Q4 2024
Added 15.11%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
4,204
shares
|
$427,925
0.21% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,181
shares
|
$425,583
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,169
shares
|
$424,362
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
4,153
shares
|
$422,733
0.14% of portfolio
|
Q4 2024
Added 27.59%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
4,119
shares
|
$419,273
0.16% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$417,339
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
4,097
shares
|
$417,033
0.03% of portfolio
|
Q4 2024
Added 59.6%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
4,085
shares
|
$415,812
0.2% of portfolio
|
Q4 2022
Reduced 4.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
4,076
shares
|
$414,896
0.03% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
4,064
shares
|
$413,674
0.38% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
4,063
shares
|
$413,572
0.01% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
4,060
shares
|
$413,267
0.05% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,057
shares
|
$412,962
0.01% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
4,050
shares
|
$412,249
0.02% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
4,048
shares
|
$412,045
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
4,023
shares
|
$409,501
0.03% of portfolio
|
Q4 2024
Added 29.61%
|