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 1,228 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
561
shares
|
$54,983
0.0% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
558
shares
|
$54,689
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$54,199
0.01% of portfolio
|
Q3 2020
Reduced 31.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
548
shares
|
$53,709
0.01% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
544
shares
|
$53,317
0.04% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
540
shares
|
$52,925
0.02% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
539
shares
|
$52,827
0.01% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
520
shares
|
$50,965
0.03% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
518
shares
|
$50,769
0.0% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
513
shares
|
$50,279
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
502
shares
|
$49,201
0.01% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$49,005
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
500
shares
|
$49,005
0.02% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
490
shares
|
$48,024
0.04% of portfolio
|
Q3 2024
Reduced 88.45%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
488
shares
|
$47,828
0.02% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
480
shares
|
$47,044
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
474
shares
|
$46,456
0.01% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
468
shares
|
$45,868
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
459
shares
|
$44,986
0.04% of portfolio
|
Q4 2021
Reduced 2.13%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
459
shares
|
$44,986
0.0% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
454
shares
|
$44,496
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
453
shares
|
$44,398
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
430
shares
|
$42,144
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
430
shares
|
$42,144
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
429
shares
|
$42,046
0.02% of portfolio
|
Q3 2024
Reduced 21.14%
|