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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,457
shares
|
$272,653
0.0% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
2,454
shares
|
$272,320
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,453
shares
|
$272,209
0.01% of portfolio
|
Q3 2025
Added 315.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,443
shares
|
$271,099
0.04% of portfolio
|
Q4 2021
Added 1.45%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,441
shares
|
$270,877
0.06% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,407
shares
|
$267,104
0.03% of portfolio
|
Q3 2022
Reduced 35.73%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
2,404
shares
|
$266,771
0.01% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
2,401
shares
|
$266,438
0.17% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 17, 2025 Q3 2025 |
2,389
shares
|
$265,107
0.08% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
2,382
shares
|
$264,330
0.04% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,381
shares
|
$264,219
0.02% of portfolio
|
Q3 2025
Reduced 3.64%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 28, 2025 Q3 2025 |
2,380
shares
|
$264,108
0.01% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
2,377
shares
|
$263,775
0.21% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
2,372
shares
|
$263,220
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,370
shares
|
$262,998
0.04% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,358
shares
|
$261,667
0.01% of portfolio
|
Q3 2025
Added 218.65%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
2,347
shares
|
$260,446
0.01% of portfolio
|
Q3 2025
Reduced 28.49%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
2,342
shares
|
$259,891
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
2,339
shares
|
$259,558
0.15% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
2,336
shares
|
$259,225
0.04% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,331
shares
|
$258,671
0.03% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,330
shares
|
$258,560
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
2,318
shares
|
$257,228
0.09% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
2,310
shares
|
$256,340
0.08% of portfolio
|
Q3 2024
New holding
|
|