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 1,300 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $27.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
4,050
shares
|
$424,197
0.02% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
4,023
shares
|
$421,369
0.03% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
4,012
shares
|
$420,216
0.01% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
4,006
shares
|
$419,588
0.01% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
4,004
shares
|
$419,378
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
4,001
shares
|
$419,064
0.08% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$418,960
0.04% of portfolio
|
Q2 2024
Reduced 34.43%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,997
shares
|
$418,645
0.15% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,996
shares
|
$418,541
0.01% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
3,990
shares
|
$417,912
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,945
shares
|
$413,199
0.16% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
3,931
shares
|
$411,732
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
3,927
shares
|
$411,313
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
3,927
shares
|
$411,313
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
3,913
shares
|
$409,847
0.05% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
3,912
shares
|
$409,742
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,898
shares
|
$408,276
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
|
$407,438
0.07% of portfolio
|
Q4 2024
Added 424.26%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
3,887
shares
|
$407,124
0.03% of portfolio
|
Q1 2024
Reduced 18.89%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
3,867
shares
|
$405,029
0.18% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
3,862
shares
|
$404,505
0.02% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
3,853
shares
|
$403,563
0.03% of portfolio
|
Q4 2024
Added 35.1%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
3,835
shares
|
$401,677
0.04% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
3,816
shares
|
$399,687
0.11% of portfolio
|
Q2 2021
Added 62.38%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
3,805
shares
|
$398,535
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|