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 |
|---|---|---|---|---|---|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
4,040
shares
|
$448,318
0.09% of portfolio
|
Q4 2025
Reduced 3.99%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
4,030
shares
|
$447,209
0.03% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,020
shares
|
$446,099
0.19% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$443,880
0.05% of portfolio
|
Q2 2024
Reduced 34.43%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
3,996
shares
|
$443,436
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,982
shares
|
$441,882
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
3,982
shares
|
$441,882
0.05% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
3,954
shares
|
$438,775
0.19% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,945
shares
|
$437,776
0.18% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,890
shares
|
$431,673
0.07% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
3,848
shares
|
$427,012
0.06% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,845
shares
|
$426,679
0.03% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
3,806
shares
|
$422,351
0.03% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,806
shares
|
$422,351
0.02% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,805
shares
|
$422,240
0.08% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
First Bank & Trust
|
Jan 12, 2026 Q4 2025 |
3,800
shares
|
$421,686
0.07% of portfolio
|
Q4 2025
Added 20.44%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
3,791
shares
|
$420,687
0.04% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
3,769
shares
|
$418,245
0.05% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
3,768
shares
|
$418,134
0.01% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
3,744
shares
|
$415,471
0.05% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,735
shares
|
$414,472
0.03% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
3,732
shares
|
$414,140
0.28% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,730
shares
|
$413,918
0.0% of portfolio
|
Q3 2022
Reduced 78.94%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,729
shares
|
$413,807
0.01% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
3,729
shares
|
$413,807
0.07% of portfolio
|
Q3 2025
Added 1.44%
|
|