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 1,243 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $25.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,232
shares
|
$224,204
0.02% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 25, 2024 Q3 2024 |
2,223
shares
|
$223,300
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
2,202
shares
|
$221,190
0.05% of portfolio
|
Q4 2023
Reduced 3.59%
|
|
|
Capital Management Corp
|
Oct 30, 2024 Q3 2024 |
2,200
shares
|
$220,990
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
2,198
shares
|
$220,789
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
2,193
shares
|
$220,286
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,182
shares
|
$219,181
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,177
shares
|
$218,679
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,174
shares
|
$218,378
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
2,170
shares
|
$217,976
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
2,170
shares
|
$217,976
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,167
shares
|
$217,675
0.01% of portfolio
|
Q4 2022
Reduced 11.04%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,155
shares
|
$216,469
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,145
shares
|
$215,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,136
shares
|
$214,561
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
2,133
shares
|
$214,259
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
2,119
shares
|
$212,853
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,115
shares
|
$212,451
0.0% of portfolio
|
Q3 2024
Reduced 98.6%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,111
shares
|
$212,049
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
2,110
shares
|
$211,949
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
2,103
shares
|
$211,246
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
2,100
shares
|
$210,945
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,086
shares
|
$209,538
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
2,082
shares
|
$209,136
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
2,081
shares
|
$209,036
0.07% of portfolio
|
Q3 2024
New holding
|