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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$3,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
27
shares
|
$2,996
0.0% of portfolio
|
Q2 2024
Reduced 55.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
27
shares
|
$2,996
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
27
shares
|
$2,996
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
27
shares
|
$2,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
25
shares
|
$2,774
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
24
shares
|
$2,663
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
24
shares
|
$2,663
0.0% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
22
shares
|
$2,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
22
shares
|
$2,441
0.0% of portfolio
|
Q3 2025
Reduced 60.71%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22
shares
|
$2,441
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
21
shares
|
$2,330
0.0% of portfolio
|
Q1 2025
Reduced 66.13%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$2,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
19
shares
|
$2,108
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
19
shares
|
$2,108
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
19
shares
|
$2,108
0.0% of portfolio
|
Q3 2025
Reduced 79.79%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
18
shares
|
$1,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,997
0.0% of portfolio
|
Q2 2023
Reduced 78.82%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
18
shares
|
$1,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$1,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
16
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
16
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
16
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
16
shares
|
$1,775
0.0% of portfolio
|
Q3 2025
New holding
|
|