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 263 Million shares, which have been reported (via 13F filing form) to have a value of $28.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$7,152
0.0% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
67
shares
|
$7,152
0.0% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
67
shares
|
$7,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
64
shares
|
$6,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
64
shares
|
$6,832
0.0% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
63
shares
|
$6,725
0.0% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
62
shares
|
$6,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
62
shares
|
$6,618
0.0% of portfolio
|
Q4 2024
Added 82.35%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
62
shares
|
$6,618
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
62
shares
|
$6,618
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
59
shares
|
$6,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
57
shares
|
$6,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
55
shares
|
$5,871
0.0% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
55
shares
|
$5,871
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
54
shares
|
$5,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
53
shares
|
$5,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
51
shares
|
$5,444
0.0% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
50
shares
|
$5,337
0.0% of portfolio
|
Q2 2024
Reduced 59.68%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
45
shares
|
$4,803
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
45
shares
|
$4,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
43
shares
|
$4,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
40
shares
|
$4,270
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
36
shares
|
$3,843
0.0% of portfolio
|
Q4 2024
Added 44.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,629
0.01% of portfolio
|
Q3 2024
New holding
|