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 |
|---|---|---|---|---|---|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,875
shares
|
$319,038
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
2,868
shares
|
$318,261
0.1% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,850
shares
|
$316,264
0.01% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$315,265
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
2,835
shares
|
$314,599
0.05% of portfolio
|
Q3 2025
Reduced 14.99%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
2,829
shares
|
$313,934
0.03% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
2,827
shares
|
$313,712
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
2,825
shares
|
$313,490
0.01% of portfolio
|
Q4 2025
Added 2.1%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
2,824
shares
|
$313,379
0.21% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,815
shares
|
$312,380
0.01% of portfolio
|
Q3 2025
Added 22.44%
|
|
|
Mbe Wealth Management, LLC
|
Oct 27, 2025 Q3 2025 |
2,793
shares
|
$309,939
0.15% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,792
shares
|
$309,828
0.08% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,787
shares
|
$309,273
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
2,787
shares
|
$309,273
0.14% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,775
shares
|
$307,941
0.05% of portfolio
|
Q3 2025
Added 6.9%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
2,771
shares
|
$307,497
0.02% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Alhambra Investment Partners LLC
|
Oct 15, 2025 Q3 2025 |
2,768
shares
|
$307,164
0.15% of portfolio
|
Q3 2025
Reduced 23.49%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,766
shares
|
$306,943
0.02% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
2,758
shares
|
$306,055
0.16% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,752
shares
|
$305,389
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
2,747
shares
|
$304,834
0.18% of portfolio
|
Q3 2025
Reduced 7.97%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,747
shares
|
$304,834
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
2,745
shares
|
$304,612
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
2,743
shares
|
$304,390
0.01% of portfolio
|
Q3 2025
Reduced 27.63%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
2,735
shares
|
$303,502
0.01% of portfolio
|
Q3 2025
Added 11.5%
|
|