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 |
|---|---|---|---|---|---|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
3,746
shares
|
$392,356
0.07% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,745
shares
|
$392,251
0.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,744
shares
|
$392,146
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
3,743
shares
|
$392,041
0.23% of portfolio
|
Q4 2024
Reduced 31.78%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,730
shares
|
$390,680
0.0% of portfolio
|
Q3 2022
Reduced 78.94%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,729
shares
|
$390,575
0.01% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
3,722
shares
|
$389,842
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
3,700
shares
|
$387,538
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
3,695
shares
|
$387,014
0.05% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,687
shares
|
$386,176
0.0% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
3,682
shares
|
$385,652
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,680
shares
|
$385,443
0.02% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
3,671
shares
|
$384,500
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,659
shares
|
$383,243
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
3,644
shares
|
$381,672
0.03% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,641
shares
|
$381,358
0.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
3,639
shares
|
$381,148
0.03% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,628
shares
|
$379,996
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
3,574
shares
|
$374,340
0.0% of portfolio
|
Q4 2024
Reduced 59.28%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,557
shares
|
$372,560
0.06% of portfolio
|
Q3 2023
Reduced 28.14%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,555
shares
|
$372,350
0.04% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Los Angeles Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
3,545
shares
|
$371,303
0.0% of portfolio
|
Q4 2024
Reduced 22.93%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,541
shares
|
$370,884
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,527
shares
|
$369,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,522
shares
|
$368,894
0.01% of portfolio
|
Q4 2023
Reduced 12.13%
|