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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,580
shares
|
$286,302
0.19% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,572
shares
|
$285,414
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
2,568
shares
|
$284,970
0.14% of portfolio
|
Q3 2025
Reduced 23.93%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,567
shares
|
$284,859
0.1% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,565
shares
|
$284,638
0.06% of portfolio
|
Q4 2022
Reduced 1.84%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
2,561
shares
|
$284,194
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Oct 31, 2025 Q3 2025 |
2,553
shares
|
$283,306
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,551
shares
|
$283,084
0.16% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
2,541
shares
|
$281,974
0.05% of portfolio
|
Q3 2025
Reduced 70.2%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
2,538
shares
|
$281,641
0.19% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
2,528
shares
|
$280,532
0.03% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,524
shares
|
$280,088
0.02% of portfolio
|
Q3 2025
Reduced 30.24%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,522
shares
|
$279,866
0.08% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,509
shares
|
$278,423
0.03% of portfolio
|
Q4 2025
Reduced 4.24%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
2,501
shares
|
$277,535
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
2,496
shares
|
$276,981
0.02% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
2,492
shares
|
$276,537
0.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
2,482
shares
|
$275,427
0.06% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
2,477
shares
|
$274,872
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
2,473
shares
|
$274,428
0.19% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
2,466
shares
|
$273,652
0.04% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
2,465
shares
|
$273,541
0.1% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
2,465
shares
|
$273,541
0.01% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
2,457
shares
|
$272,653
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|