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 1,223 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 $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
50
shares
|
$4,670
0.0% of portfolio
|
Q2 2024
Reduced 59.68%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,016
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
41
shares
|
$3,829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,736
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
37
shares
|
$3,456
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,175
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
34
shares
|
$3,175
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
34
shares
|
$3,175
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
34
shares
|
$3,175
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
34
shares
|
$3,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
32
shares
|
$2,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
27
shares
|
$2,522
0.0% of portfolio
|
Q2 2024
Reduced 55.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
27
shares
|
$2,522
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
27
shares
|
$2,522
0.0% of portfolio
|
Q1 2024
Reduced 98.15%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
26
shares
|
$2,428
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
25
shares
|
$2,335
0.0% of portfolio
|
Q3 2024
Reduced 71.26%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
25
shares
|
$2,335
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
25
shares
|
$2,335
0.0% of portfolio
|
Q4 2024
Reduced 96.77%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
24
shares
|
$2,241
0.0% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
22
shares
|
$2,055
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
20
shares
|
$1,868
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
18
shares
|
$1,681
0.0% of portfolio
|
Q2 2024
Reduced 87.41%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,681
0.0% of portfolio
|
Q2 2023
Reduced 78.82%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
18
shares
|
$1,681
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
15
shares
|
$1,401
0.0% of portfolio
|
Q1 2024
Added 66.67%
|