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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
225
shares
|
$24,968
0.01% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
214
shares
|
$23,747
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axa Investment Managers S.A.
Puteaux, I0 |
Nov 14, 2025 Q3 2025 |
205
shares
|
$22,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
204
shares
|
$22,637
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
200
shares
|
$22,194
0.01% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$22,194
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
193
shares
|
$21,417
0.01% of portfolio
|
Q3 2024
Added 3760.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
192
shares
|
$21,306
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Goal Vest Advisory LLC
|
Oct 22, 2025 Q3 2025 |
190
shares
|
$21,084
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
186
shares
|
$20,640
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
183
shares
|
$20,307
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
180
shares
|
$19,974
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
168
shares
|
$18,642
0.01% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
166
shares
|
$18,421
0.01% of portfolio
|
Q1 2024
Reduced 13.54%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
155
shares
|
$17,200
0.01% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
152
shares
|
$16,867
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$16,645
0.0% of portfolio
|
Q3 2025
Added 275.0%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$16,090
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
145
shares
|
$16,090
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
137
shares
|
$15,202
0.01% of portfolio
|
Q3 2024
Reduced 48.69%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
136
shares
|
$15,091
0.0% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
136
shares
|
$15,091
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
135
shares
|
$14,980
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
135
shares
|
$14,980
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
129
shares
|
$14,315
0.01% of portfolio
|
Q3 2025
Added 27.72%
|
|