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 1,246 institutions that hold shares in the stock, with a total of 256 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,051
shares
|
$310,561
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,049
shares
|
$310,357
0.02% of portfolio
|
Q4 2024
Reduced 99.0%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,030
shares
|
$308,423
0.12% of portfolio
|
Q4 2024
Reduced 12.91%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
3,025
shares
|
$307,914
0.17% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,022
shares
|
$307,609
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,016
shares
|
$306,998
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,002
shares
|
$305,573
0.02% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,000
shares
|
$305,370
0.12% of portfolio
|
Q3 2022
Added 4.35%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,997
shares
|
$305,064
0.41% of portfolio
|
Q2 2022
Added 1.9%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
2,993
shares
|
$304,657
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
2,985
shares
|
$303,843
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
2,984
shares
|
$303,741
0.19% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
2,982
shares
|
$303,537
0.09% of portfolio
|
Q3 2023
Reduced 10.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,980
shares
|
$303,334
0.0% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
2,951
shares
|
$300,382
0.29% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,941
shares
|
$299,364
0.04% of portfolio
|
Q3 2022
Added 1.69%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
2,938
shares
|
$299,059
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
2,929
shares
|
$298,142
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,922
shares
|
$297,430
0.0% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,921
shares
|
$297,328
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,917
shares
|
$296,921
0.04% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,912
shares
|
$296,412
0.03% of portfolio
|
Q3 2022
Reduced 17.27%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,908
shares
|
$296,005
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
2,908
shares
|
$296,005
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,888
shares
|
$293,969
0.14% of portfolio
|
Q1 2023
Reduced 5.53%
|