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 |
|---|---|---|---|---|---|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
126
shares
|
$13,982
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
124
shares
|
$13,760
0.0% of portfolio
|
Q4 2024
Added 110.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
122
shares
|
$13,538
0.0% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
120
shares
|
$13,316
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
119
shares
|
$13,205
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
116
shares
|
$12,872
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
115
shares
|
$12,761
0.0% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
115
shares
|
$12,761
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
113
shares
|
$12,539
0.0% of portfolio
|
Q3 2025
Added 606.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
112
shares
|
$12,428
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
111
shares
|
$12,317
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
109
shares
|
$12,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
109
shares
|
$12,095
0.0% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
106
shares
|
$11,762
0.0% of portfolio
|
Q3 2022
Added 73.77%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
105
shares
|
$11,651
0.01% of portfolio
|
Q4 2024
Reduced 22.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
102
shares
|
$11,318
0.0% of portfolio
|
Q3 2024
Reduced 74.37%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$11,097
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
100
shares
|
$11,097
0.0% of portfolio
|
Q2 2025
Reduced 36.71%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
98
shares
|
$10,875
0.0% of portfolio
|
Q3 2025
Added 476.47%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
97
shares
|
$10,764
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
96
shares
|
$10,653
0.0% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
95
shares
|
$10,542
0.01% of portfolio
|
Q3 2025
Added 41.79%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
90
shares
|
$9,987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$9,987
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
89
shares
|
$9,876
0.0% of portfolio
|
Q3 2025
Added 89.36%
|
|