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 1,456 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
3,719
shares
|
$412,697
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
3,705
shares
|
$411,143
0.0% of portfolio
|
Q3 2025
Reduced 63.7%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
3,694
shares
|
$409,923
0.12% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
3,685
shares
|
$408,924
0.03% of portfolio
|
Q3 2025
Reduced 84.8%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,668
shares
|
$407,037
0.07% of portfolio
|
Q3 2025
Added 71.08%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
3,666
shares
|
$406,816
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,659
shares
|
$406,039
0.03% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,653
shares
|
$405,373
0.05% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
3,649
shares
|
$404,929
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
3,648
shares
|
$404,818
0.07% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,631
shares
|
$402,932
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,628
shares
|
$402,599
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Nov 06, 2025 Q3 2025 |
3,627
shares
|
$402,488
0.03% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
3,621
shares
|
$401,822
0.03% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
3,616
shares
|
$401,267
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
3,614
shares
|
$401,045
0.01% of portfolio
|
Q4 2025
Reduced 27.42%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,557
shares
|
$394,720
0.06% of portfolio
|
Q3 2023
Reduced 28.14%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
3,534
shares
|
$392,167
0.04% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,522
shares
|
$390,836
0.01% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Ossiam
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,510
shares
|
$389,504
0.01% of portfolio
|
Q3 2025
Added 44.21%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
3,501
shares
|
$388,505
0.37% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,500
shares
|
$388,395
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
3,500
shares
|
$388,395
0.21% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
3,498
shares
|
$388,173
0.0% of portfolio
|
Q3 2025
Added 8.97%
|
|