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 1,458 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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,725
shares
|
$302,393
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,700
shares
|
$299,619
0.05% of portfolio
|
Q2 2022
Reduced 2.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,698
shares
|
$299,397
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
2,692
shares
|
$298,731
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
2,692
shares
|
$298,731
0.03% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
2,672
shares
|
$296,511
0.02% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,655
shares
|
$294,625
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
2,654
shares
|
$294,514
0.05% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
2,649
shares
|
$293,959
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
2,639
shares
|
$292,849
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
2,639
shares
|
$292,849
0.19% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,630
shares
|
$291,851
0.03% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
2,625
shares
|
$291,296
0.1% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
2,624
shares
|
$291,185
0.13% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
2,624
shares
|
$291,185
0.02% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,620
shares
|
$290,741
0.03% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,617
shares
|
$290,408
0.48% of portfolio
|
Q1 2022
Added 1111.57%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,611
shares
|
$289,742
0.02% of portfolio
|
Q3 2025
Added 19.44%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,611
shares
|
$289,742
0.02% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
2,605
shares
|
$289,076
0.03% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,600
shares
|
$288,522
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
2,595
shares
|
$287,967
0.09% of portfolio
|
Q3 2025
Reduced 69.73%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,593
shares
|
$287,745
0.04% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Nov 03, 2025 Q3 2025 |
2,591
shares
|
$287,523
0.13% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Capital Investment Services Of America, Inc.
|
Nov 03, 2025 Q3 2025 |
2,586
shares
|
$286,968
0.03% of portfolio
|
Q2 2025
Reduced 3.72%
|
|