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 1,454 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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
4,525
shares
|
$502,139
0.13% of portfolio
|
Q2 2025
Added 35.6%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,522
shares
|
$501,806
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
4,513
shares
|
$500,807
0.08% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,482
shares
|
$497,367
0.08% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$496,590
0.19% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Nov 13, 2025 Q3 2025 |
4,409
shares
|
$489,266
0.27% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
4,372
shares
|
$485,160
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
4,332
shares
|
$480,722
0.22% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
4,325
shares
|
$479,945
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
4,322
shares
|
$479,612
0.05% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
4,321
shares
|
$479,501
0.06% of portfolio
|
Q3 2025
Reduced 18.3%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
4,293
shares
|
$476,394
0.24% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
4,289
shares
|
$475,950
0.08% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
4,268
shares
|
$473,619
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,253
shares
|
$471,955
0.11% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,241
shares
|
$470,623
0.02% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,208
shares
|
$466,961
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
4,195
shares
|
$465,519
0.14% of portfolio
|
Q3 2025
Added 21.52%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
4,171
shares
|
$462,855
0.11% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
4,163
shares
|
$461,968
0.02% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,162
shares
|
$461,857
0.09% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
4,144
shares
|
$459,859
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
4,060
shares
|
$450,538
0.05% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
4,058
shares
|
$450,316
0.16% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
4,050
shares
|
$449,428
0.03% of portfolio
|
Q4 2024
Reduced 49.06%
|
|