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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
2,000
shares
|
$221,940
0.02% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
1,997
shares
|
$221,607
0.01% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2026 Q4 2025 |
1,993
shares
|
$221,163
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,974
shares
|
$219,054
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,967
shares
|
$218,277
0.08% of portfolio
|
Q4 2025
Reduced 3.1%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,959
shares
|
$217,390
0.02% of portfolio
|
Q3 2025
Reduced 31.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,955
shares
|
$216,946
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,952
shares
|
$216,613
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,945
shares
|
$215,836
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,941
shares
|
$215,392
0.06% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
1,940
shares
|
$215,281
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dividend Assets Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,936
shares
|
$214,837
0.04% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
1,933
shares
|
$214,505
0.02% of portfolio
|
Q3 2025
Reduced 27.39%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
1,929
shares
|
$214,061
0.14% of portfolio
|
Q4 2025
Added 14.89%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 06, 2026 Q4 2025 |
1,922
shares
|
$213,284
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,921
shares
|
$213,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,919
shares
|
$212,951
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
1,905
shares
|
$211,397
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
1,905
shares
|
$211,397
0.07% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2025 Q3 2025 |
1,902
shares
|
$211,064
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
1,898
shares
|
$210,621
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,892
shares
|
$209,955
0.01% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
1,868
shares
|
$207,291
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
1,864
shares
|
$206,848
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,858
shares
|
$206,182
0.07% of portfolio
|
Q3 2025
New holding
|
|