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 |
|---|---|---|---|---|---|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
335
shares
|
$37,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
333
shares
|
$36,953
0.0% of portfolio
|
Q3 2023
Reduced 10.24%
|
|
|
Peoples Financial Services Corp.
|
Oct 28, 2025 Q3 2025 |
326
shares
|
$36,176
0.02% of portfolio
|
Q1 2020
Reduced 13.07%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
313
shares
|
$34,733
0.29% of portfolio
|
Q2 2025
Added 5116.67%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
312
shares
|
$34,622
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
310
shares
|
$34,400
0.01% of portfolio
|
Q3 2025
Reduced 67.06%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
300
shares
|
$33,291
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
296
shares
|
$32,847
0.02% of portfolio
|
Q3 2025
Added 21.31%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
294
shares
|
$32,625
0.01% of portfolio
|
Q4 2025
Added 54.74%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
293
shares
|
$32,514
0.01% of portfolio
|
Q2 2023
Added 5.4%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
290
shares
|
$32,181
0.0% of portfolio
|
Q2 2020
Reduced 84.54%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
289
shares
|
$32,070
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
285
shares
|
$31,626
0.01% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
279
shares
|
$30,960
0.01% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
268
shares
|
$29,739
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
265
shares
|
$29,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
264
shares
|
$29,296
0.0% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
263
shares
|
$29,185
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
262
shares
|
$29,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
250
shares
|
$27,742
0.0% of portfolio
|
Q2 2025
Added 52.44%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
249
shares
|
$27,631
0.0% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
245
shares
|
$27,187
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
242
shares
|
$26,854
0.0% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
236
shares
|
$26,188
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
230
shares
|
$25,523
0.01% of portfolio
|
Q2 2025
New holding
|
|