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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,885
shares
|
$542,088
0.04% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
4,870
shares
|
$540,423
0.08% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,824
shares
|
$535,319
0.04% of portfolio
|
Q2 2023
Reduced 9.81%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
4,819
shares
|
$534,764
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
4,807
shares
|
$533,432
0.08% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
4,767
shares
|
$528,993
0.04% of portfolio
|
Q4 2025
Added 19.77%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,760
shares
|
$528,217
0.03% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
4,742
shares
|
$526,219
0.16% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,742
shares
|
$526,219
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,739
shares
|
$525,886
0.01% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
4,730
shares
|
$524,888
0.05% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
4,722
shares
|
$524,000
0.03% of portfolio
|
Q3 2025
Added 69.8%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
4,707
shares
|
$522,335
0.01% of portfolio
|
Q3 2025
Added 91.26%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,701
shares
|
$521,669
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,684
shares
|
$519,783
0.01% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
4,680
shares
|
$519,339
0.08% of portfolio
|
Q3 2025
Added 77.95%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,670
shares
|
$518,229
0.02% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,611
shares
|
$511,682
0.01% of portfolio
|
Q3 2025
Added 66.7%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 10, 2025 Q3 2025 |
4,600
shares
|
$510,462
0.13% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,587
shares
|
$509,019
0.07% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2025 Q3 2025 |
4,581
shares
|
$508,353
0.05% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
4,577
shares
|
$507,909
0.0% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,572
shares
|
$507,354
0.0% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
4,561
shares
|
$506,134
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
4,528
shares
|
$502,472
0.09% of portfolio
|
Q3 2025
Added 0.4%
|
|