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 1,409 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,507
shares
|
$4.64 Million
0.61% of portfolio
|
Q2 2025
Added 53.81%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
42,249
shares
|
$4.62 Million
0.16% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Bright Rock Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
42,000
shares
|
$4.59 Million
0.93% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
41,998
shares
|
$4.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
41,555
shares
|
$4.54 Million
1.08% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
41,280
shares
|
$4.51 Million
0.07% of portfolio
|
Q2 2025
Added 231.57%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
41,253
shares
|
$4.51 Million
0.05% of portfolio
|
Q2 2025
Added 27.4%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Jul 21, 2025 Q1 2025 |
41,221
shares
|
$4.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
41,031
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Added 34.44%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
41,014
shares
|
$4.48 Million
0.03% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
40,781
shares
|
$4.46 Million
0.24% of portfolio
|
Q2 2025
Added 40.37%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
40,633
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Added 38.2%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
40,339
shares
|
$4.41 Million
0.03% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
40,325
shares
|
$4.41 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
40,253
shares
|
$4.4 Million
0.02% of portfolio
|
Q2 2025
Added 358.31%
|
|
|
Uss Investment Management LTD
|
Aug 13, 2025 Q2 2025 |
40,180
shares
|
$4.39 Million
0.03% of portfolio
|
Q2 2025
Added 131.21%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
40,159
shares
|
$4.39 Million
0.03% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Klcm Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
39,811
shares
|
$4.35 Million
0.45% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Nicholas Company, Inc.
|
Aug 05, 2025 Q2 2025 |
39,760
shares
|
$4.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,458
shares
|
$4.31 Million
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
39,050
shares
|
$4.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
37,973
shares
|
$4.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
37,850
shares
|
$4.14 Million
0.23% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
37,787
shares
|
$4.13 Million
0.95% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Richard C. Young & Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
37,715
shares
|
$4.12 Million
0.42% of portfolio
|
Q2 2025
Added 3.87%
|