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 1,460 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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
2,179
shares
|
$241,803
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Oct 22, 2025 Q3 2025 |
2,177
shares
|
$241,581
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
2,170
shares
|
$240,804
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,167
shares
|
$240,471
0.01% of portfolio
|
Q4 2022
Reduced 11.04%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,162
shares
|
$239,917
0.02% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
2,157
shares
|
$239,362
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,151
shares
|
$238,696
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
2,151
shares
|
$238,696
0.06% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
2,151
shares
|
$238,696
0.24% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
2,133
shares
|
$236,699
0.42% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
2,119
shares
|
$235,145
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,103
shares
|
$233,369
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
2,092
shares
|
$232,149
0.01% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
2,081
shares
|
$230,928
0.18% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
2,078
shares
|
$230,595
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
2,069
shares
|
$229,596
0.01% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
2,061
shares
|
$228,709
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,058
shares
|
$228,376
0.0% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
2,052
shares
|
$227,710
0.01% of portfolio
|
Q3 2025
Reduced 28.4%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
2,051
shares
|
$227,599
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
2,042
shares
|
$226,600
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
2,028
shares
|
$225,047
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
2,018
shares
|
$223,937
0.13% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,016
shares
|
$223,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
2,011
shares
|
$223,160
0.05% of portfolio
|
Q3 2025
Added 0.6%
|
|