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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
31,515
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
31,031
shares
|
$3.39 Million
0.15% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Cincinnati Casualty CO
|
Aug 07, 2025 Q2 2025 |
31,000
shares
|
$3.39 Million
1.71% of portfolio
|
Q2 2017
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
30,875
shares
|
$3.37 Million
0.01% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
30,412
shares
|
$3.32 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
30,316
shares
|
$3.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
30,264
shares
|
$3.31 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
30,263
shares
|
$3.31 Million
0.21% of portfolio
|
Q3 2023
Added 1.14%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
30,059
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
30,018
shares
|
$3.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
30,000
shares
|
$3.28 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
29,814
shares
|
$3.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
29,329
shares
|
$3.2 Million
0.06% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
29,132
shares
|
$3.18 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
29,000
shares
|
$3.17 Million
0.01% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
28,721
shares
|
$3.14 Million
0.08% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 13, 2025 Q2 2025 |
28,438
shares
|
$3.11 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
28,299
shares
|
$3.09 Million
0.06% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
28,000
shares
|
$3.06 Million
3.32% of portfolio
|
Q1 2024
New holding
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,952
shares
|
$3.05 Million
0.06% of portfolio
|
Q2 2025
Added 28.08%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
27,553
shares
|
$3.01 Million
0.05% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,410
shares
|
$2.99 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
27,221
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
26,929
shares
|
$2.94 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jul 30, 2025 Q2 2025 |
26,850
shares
|
$2.93 Million
1.72% of portfolio
|
Q2 2025
Added 6.76%
|