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 |
|---|---|---|---|---|---|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
89
shares
|
$9,876
0.0% of portfolio
|
Q2 2024
Reduced 83.85%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
88
shares
|
$9,765
0.0% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
86
shares
|
$9,543
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
85
shares
|
$9,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
82
shares
|
$9,099
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
81
shares
|
$8,988
0.0% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
80
shares
|
$8,877
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
80
shares
|
$8,877
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
78
shares
|
$8,655
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
78
shares
|
$8,655
0.0% of portfolio
|
Q3 2025
Reduced 42.65%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
74
shares
|
$8,211
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
71
shares
|
$7,878
0.0% of portfolio
|
Q1 2025
Reduced 79.24%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
69
shares
|
$7,656
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
68
shares
|
$7,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$7,434
0.0% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
67
shares
|
$7,434
0.0% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
64
shares
|
$7,102
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
63
shares
|
$6,991
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
62
shares
|
$6,880
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
62
shares
|
$6,880
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
62
shares
|
$6,880
0.0% of portfolio
|
Q3 2025
Added 313.33%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
61
shares
|
$6,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
60
shares
|
$6,658
0.0% of portfolio
|
Q3 2025
Added 400.0%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
59
shares
|
$6,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
58
shares
|
$6,436
0.0% of portfolio
|
Q3 2025
Reduced 76.42%
|
|