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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
2,995
shares
|
$332,355
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
2,994
shares
|
$332,244
0.02% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,993
shares
|
$332,133
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
2,990
shares
|
$331,800
0.01% of portfolio
|
Q3 2025
Added 12.92%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
2,982
shares
|
$330,912
0.1% of portfolio
|
Q3 2023
Reduced 10.5%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Nov 07, 2025 Q3 2025 |
2,982
shares
|
$330,912
0.25% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
2,981
shares
|
$330,801
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
2,981
shares
|
$330,801
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
2,980
shares
|
$330,690
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,968
shares
|
$329,358
0.29% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
2,944
shares
|
$326,695
0.06% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,941
shares
|
$326,362
0.04% of portfolio
|
Q3 2022
Added 1.69%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,938
shares
|
$326,029
0.04% of portfolio
|
Q4 2025
Added 14.63%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
2,938
shares
|
$326,029
0.02% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Oct 23, 2025 Q3 2025 |
2,938
shares
|
$326,029
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
2,931
shares
|
$325,253
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
2,929
shares
|
$325,031
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
2,918
shares
|
$323,810
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,912
shares
|
$323,144
0.03% of portfolio
|
Q3 2022
Reduced 17.27%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
2,898
shares
|
$321,591
0.02% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,895
shares
|
$321,258
0.02% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
2,891
shares
|
$320,814
0.14% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
2,880
shares
|
$319,593
0.06% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
2,880
shares
|
$319,593
0.02% of portfolio
|
Q3 2025
Added 27.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,876
shares
|
$319,149
0.02% of portfolio
|
Q3 2025
Added 60.04%
|
|