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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
2,868
shares
|
$291,933
0.05% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
2,868
shares
|
$291,933
0.09% of portfolio
|
Q1 2024
Reduced 22.92%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,866
shares
|
$291,730
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
2,852
shares
|
$290,305
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,850
shares
|
$290,101
0.01% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$289,185
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
2,824
shares
|
$287,454
0.07% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
2,821
shares
|
$287,149
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,817
shares
|
$286,742
0.26% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
2,800
shares
|
$285,012
0.14% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$285,012
0.06% of portfolio
|
Q1 2024
Reduced 78.57%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,790
shares
|
$283,994
0.08% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,790
shares
|
$283,994
0.01% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,788
shares
|
$283,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,788
shares
|
$283,790
0.01% of portfolio
|
Q3 2024
Added 288.74%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
2,785
shares
|
$283,485
0.11% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,777
shares
|
$282,670
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
2,770
shares
|
$281,958
0.02% of portfolio
|
Q3 2022
Added 7.28%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,756
shares
|
$280,533
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
2,753
shares
|
$280,227
0.03% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
2,752
shares
|
$280,126
0.1% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,745
shares
|
$279,413
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$279,413
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,742
shares
|
$279,108
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,731
shares
|
$277,988
0.03% of portfolio
|
Q4 2024
New holding
|