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 1,463 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 $30.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
613
shares
|
$68,024
0.0% of portfolio
|
Q2 2022
Added 53.25%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
612
shares
|
$67,913
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
612
shares
|
$67,913
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
611
shares
|
$67,802
0.01% of portfolio
|
Q3 2025
Reduced 48.57%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
600
shares
|
$66,582
0.03% of portfolio
|
Q1 2024
Reduced 18.48%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
600
shares
|
$66,582
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
588
shares
|
$65,250
0.0% of portfolio
|
Q3 2025
Added 184.06%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
587
shares
|
$65,139
0.01% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
580
shares
|
$64,362
0.03% of portfolio
|
Q2 2023
Added 75.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
578
shares
|
$64,140
0.02% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
578
shares
|
$64,140
0.02% of portfolio
|
Q4 2023
Added 377.69%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Nov 10, 2025 Q3 2025 |
578
shares
|
$64,140
0.0% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
569
shares
|
$63,141
0.0% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
564
shares
|
$62,587
0.03% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
560
shares
|
$62,143
0.05% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
555
shares
|
$61,588
0.02% of portfolio
|
Q3 2025
Added 158.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
554
shares
|
$61,477
0.0% of portfolio
|
Q2 2025
Added 56.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$61,366
0.01% of portfolio
|
Q3 2020
Reduced 31.9%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
540
shares
|
$59,923
0.02% of portfolio
|
Q3 2025
Reduced 34.62%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
535
shares
|
$59,368
0.0% of portfolio
|
Q3 2025
Reduced 46.18%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
524
shares
|
$58,148
0.03% of portfolio
|
Q2 2025
Reduced 99.04%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
523
shares
|
$58,037
0.04% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
521
shares
|
$57,815
0.01% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
518
shares
|
$57,482
0.0% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
514
shares
|
$57,038
0.01% of portfolio
|
Q3 2025
Reduced 19.56%
|
|