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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,058
shares
|
$117,406
0.02% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,056
shares
|
$117,184
0.0% of portfolio
|
Q3 2023
Reduced 3.21%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,032
shares
|
$114,521
0.0% of portfolio
|
Q2 2020
Added 43.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
1,018
shares
|
$112,967
0.0% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,014
shares
|
$112,523
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
999
shares
|
$110,859
0.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
982
shares
|
$108,972
0.03% of portfolio
|
Q1 2021
Reduced 20.29%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
977
shares
|
$108,417
0.02% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
973
shares
|
$107,973
0.01% of portfolio
|
Q3 2025
Reduced 36.74%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
946
shares
|
$104,977
0.06% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
915
shares
|
$101,537
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
913
shares
|
$101,315
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
910
shares
|
$100,982
0.02% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
902
shares
|
$100,094
0.02% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
900
shares
|
$99,873
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
882
shares
|
$97,875
0.02% of portfolio
|
Q4 2025
Added 250.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
876
shares
|
$97,209
0.02% of portfolio
|
Q3 2025
Added 7863.64%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
869
shares
|
$96,432
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
867
shares
|
$96,210
0.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Boit C F David
Boston, MA |
Oct 28, 2025 Q3 2025 |
867
shares
|
$96,210
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
862
shares
|
$95,656
0.03% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
861
shares
|
$95,545
0.03% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
860
shares
|
$95,434
0.06% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
859
shares
|
$95,323
0.01% of portfolio
|
Q2 2023
Reduced 32.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
859
shares
|
$95,323
0.06% of portfolio
|
Q2 2022
Reduced 36.23%
|
|