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 1,300 institutions that hold shares in the stock, with a total of 252 Million shares, which have been reported (via 13F filing form) to have a value of $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
450
shares
|
$47,601
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
430
shares
|
$45,485
0.0% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
430
shares
|
$45,485
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
418
shares
|
$44,216
0.02% of portfolio
|
Q4 2022
Added 6.36%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
412
shares
|
$43,581
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
403
shares
|
$42,629
0.03% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
400
shares
|
$42,312
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Feb 13, 2025 Q4 2024 |
398
shares
|
$42,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
380
shares
|
$40,196
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
372
shares
|
$39,350
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
363
shares
|
$38,398
0.01% of portfolio
|
Q3 2023
Added 8.68%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
362
shares
|
$38,292
0.0% of portfolio
|
Q4 2024
Reduced 20.09%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
359
shares
|
$37,975
0.0% of portfolio
|
Q4 2024
Reduced 65.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
354
shares
|
$37,446
0.0% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
343
shares
|
$36,282
0.02% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
338
shares
|
$35,753
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
333
shares
|
$35,224
0.0% of portfolio
|
Q3 2023
Reduced 10.24%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
328
shares
|
$34,695
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
326
shares
|
$34,484
0.01% of portfolio
|
Q1 2020
Reduced 13.07%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
305
shares
|
$32,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
300
shares
|
$31,734
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
297
shares
|
$31,416
0.0% of portfolio
|
Q4 2024
Added 1250.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
293
shares
|
$30,993
0.01% of portfolio
|
Q2 2023
Added 5.4%
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
290
shares
|
$30,676
0.0% of portfolio
|
Q2 2020
Reduced 84.54%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
286
shares
|
$30,253
0.0% of portfolio
|
Q4 2024
Added 3.62%
|