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 1,454 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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
5,409
shares
|
$600,236
0.08% of portfolio
|
Q3 2025
Reduced 90.22%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,381
shares
|
$597,129
0.07% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,348
shares
|
$593,467
0.09% of portfolio
|
Q4 2025
Added 1.44%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
5,289
shares
|
$586,920
0.14% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
5,233
shares
|
$580,706
0.01% of portfolio
|
Q4 2025
Reduced 16.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,232
shares
|
$580,595
0.04% of portfolio
|
Q3 2025
Added 328.15%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,213
shares
|
$578,486
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
5,213
shares
|
$578,486
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 13, 2025 Q3 2025 |
5,178
shares
|
$574,602
0.02% of portfolio
|
Q3 2025
Added 124.84%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
5,133
shares
|
$569,609
0.1% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
5,128
shares
|
$569,054
0.04% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
5,121
shares
|
$568,277
0.06% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
5,113
shares
|
$567,389
0.25% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
5,105
shares
|
$566,501
0.23% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,102
shares
|
$566,168
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
5,098
shares
|
$565,725
0.09% of portfolio
|
Q3 2025
Added 422.87%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
5,077
shares
|
$563,394
0.18% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
5,061
shares
|
$561,619
0.03% of portfolio
|
Q3 2025
Added 26.65%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
5,049
shares
|
$560,287
0.01% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
5,033
shares
|
$558,512
0.07% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
4,962
shares
|
$550,633
0.01% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,953
shares
|
$549,634
0.17% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
4,947
shares
|
$548,968
0.1% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
4,903
shares
|
$544,085
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
4,900
shares
|
$543,753
0.37% of portfolio
|
Q4 2023
New holding
|
|