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 1,300 institutions that hold shares in the stock, with a total of 252 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
2,170
shares
|
$229,542
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
2,170
shares
|
$229,542
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,167
shares
|
$229,225
0.01% of portfolio
|
Q4 2022
Reduced 11.04%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,145
shares
|
$226,898
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
2,139
shares
|
$226,263
0.11% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,136
shares
|
$225,946
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
2,128
shares
|
$225,099
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
2,111
shares
|
$223,301
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
2,109
shares
|
$223,090
0.0% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,059
shares
|
$217,801
0.01% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,026
shares
|
$214,310
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,020
shares
|
$213,675
0.02% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,000
shares
|
$211,560
0.02% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Kilter Howling LLC
Boulder, CO |
Feb 13, 2025 Q4 2024 |
1,968
shares
|
$208,175
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,949
shares
|
$206,165
0.05% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,867
shares
|
$197,491
0.07% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,808
shares
|
$191,250
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
1,794
shares
|
$189,769
0.0% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,782
shares
|
$188,499
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,750
shares
|
$185,115
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,727
shares
|
$182,682
0.08% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,707
shares
|
$180,566
0.06% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
1,701
shares
|
$179,931
0.06% of portfolio
|
Q4 2024
Added 274.67%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,673
shares
|
$176,969
0.11% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,646
shares
|
$174,113
0.09% of portfolio
|
Q4 2024
Added 31.26%
|