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 1,265 institutions that hold shares in the stock, with a total of 261 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,522
shares
|
$360,758
0.01% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,519
shares
|
$360,451
0.01% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,500
shares
|
$358,505
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,478
shares
|
$356,251
0.02% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
3,468
shares
|
$355,227
0.03% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
3,461
shares
|
$354,510
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,447
shares
|
$353,076
0.01% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
3,417
shares
|
$350,003
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
3,377
shares
|
$345,906
0.02% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,374
shares
|
$345,598
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,352
shares
|
$343,345
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,338
shares
|
$341,911
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
3,337
shares
|
$341,808
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
3,335
shares
|
$341,604
0.03% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,317
shares
|
$339,760
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
3,293
shares
|
$337,301
0.1% of portfolio
|
Q4 2024
Added 58.24%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
3,288
shares
|
$336,789
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,286
shares
|
$336,584
0.13% of portfolio
|
Q4 2022
Reduced 21.98%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
3,265
shares
|
$334,433
0.02% of portfolio
|
Q3 2024
Added 390.98%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
3,262
shares
|
$334,126
0.18% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$332,897
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,237
shares
|
$331,565
0.05% of portfolio
|
Q4 2024
Added 13.54%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
3,230
shares
|
$330,848
0.05% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
3,229
shares
|
$330,746
0.02% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,226
shares
|
$330,439
0.04% of portfolio
|
Q3 2024
Added 23.37%
|