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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
2,307
shares
|
$256,007
0.04% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,305
shares
|
$255,785
0.02% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
2,300
shares
|
$255,231
0.07% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,280
shares
|
$253,011
0.0% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,273
shares
|
$252,234
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$251,014
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$251,014
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,252
shares
|
$249,904
0.06% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
2,245
shares
|
$249,127
0.01% of portfolio
|
Q4 2025
Reduced 0.49%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,244
shares
|
$249,016
0.11% of portfolio
|
Q3 2025
Added 3.08%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,236
shares
|
$248,128
0.13% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,235
shares
|
$248,017
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,233
shares
|
$247,796
0.0% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,232
shares
|
$247,685
0.02% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,232
shares
|
$247,685
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
2,228
shares
|
$247,241
0.35% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Oct 31, 2025 Q3 2025 |
2,221
shares
|
$246,464
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
2,202
shares
|
$244,355
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
2,202
shares
|
$244,355
0.06% of portfolio
|
Q4 2025
Added 8.63%
|
|
|
Capital Management Corp
|
Nov 04, 2025 Q3 2025 |
2,200
shares
|
$244,134
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
2,197
shares
|
$243,801
0.04% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,194
shares
|
$243,468
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
2,192
shares
|
$243,246
0.0% of portfolio
|
Q3 2025
Reduced 12.7%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2025 Q3 2025 |
2,187
shares
|
$242,691
0.06% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,179
shares
|
$241,803
0.03% of portfolio
|
Q2 2025
New holding
|
|