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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
5,797
shares
|
$643,293
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,787
shares
|
$642,183
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,742
shares
|
$637,189
0.03% of portfolio
|
Q3 2025
Added 54.27%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
5,738
shares
|
$636,745
0.2% of portfolio
|
Q3 2025
Added 49.23%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
5,670
shares
|
$629,199
0.07% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,664
shares
|
$628,534
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
5,664
shares
|
$628,534
0.02% of portfolio
|
Q4 2025
Reduced 2.07%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
5,654
shares
|
$627,424
0.01% of portfolio
|
Q3 2025
Added 32.97%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
5,639
shares
|
$625,759
0.05% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
5,638
shares
|
$625,648
0.02% of portfolio
|
Q4 2023
Reduced 4.2%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$624,539
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
5,627
shares
|
$624,428
0.01% of portfolio
|
Q3 2025
Added 136.93%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 17, 2025 Q3 2025 |
5,617
shares
|
$623,318
0.18% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,557
shares
|
$616,660
0.02% of portfolio
|
Q3 2025
Reduced 24.17%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,551
shares
|
$615,994
0.05% of portfolio
|
Q4 2021
Reduced 0.89%
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
5,538
shares
|
$614,551
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
5,515
shares
|
$611,999
0.19% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,511
shares
|
$611,555
0.03% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
5,480
shares
|
$608,115
0.33% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
5,460
shares
|
$605,896
0.01% of portfolio
|
Q3 2025
Reduced 70.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,445
shares
|
$604,231
0.02% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,430
shares
|
$602,567
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
5,430
shares
|
$602,567
0.18% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2025 Q3 2025 |
5,427
shares
|
$602,234
0.26% of portfolio
|
Q4 2023
Added 15.69%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,416
shares
|
$601,013
0.22% of portfolio
|
Q3 2025
Added 3.3%
|
|