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 |
|---|---|---|---|---|---|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,996
shares
|
$406,752
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,990
shares
|
$406,142
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
3,931
shares
|
$400,136
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
3,927
shares
|
$399,729
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,927
shares
|
$399,729
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,913
shares
|
$398,304
0.05% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,898
shares
|
$396,777
0.02% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,890
shares
|
$395,963
0.07% of portfolio
|
Q4 2024
Added 424.26%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
3,887
shares
|
$395,657
0.03% of portfolio
|
Q1 2024
Reduced 18.89%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,876
shares
|
$394,538
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
3,867
shares
|
$393,621
0.18% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
3,862
shares
|
$393,112
0.02% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,835
shares
|
$390,364
0.04% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
3,816
shares
|
$388,430
0.11% of portfolio
|
Q2 2021
Added 62.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
3,805
shares
|
$387,310
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,804
shares
|
$387,209
0.02% of portfolio
|
Q2 2024
Added 32.22%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,745
shares
|
$381,203
0.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,744
shares
|
$381,101
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,730
shares
|
$379,676
0.0% of portfolio
|
Q3 2022
Reduced 78.94%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,729
shares
|
$379,574
0.01% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$376,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,695
shares
|
$376,114
0.05% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,692
shares
|
$375,808
0.07% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,690
shares
|
$375,605
0.02% of portfolio
|
Q3 2024
Reduced 83.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,689
shares
|
$375,503
0.01% of portfolio
|
Q3 2024
Added 31.7%
|