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 1,391 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
30,018
shares
|
$3.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Premier Fund Managers LTD
|
May 08, 2025 Q1 2025 |
30,000
shares
|
$3.19 Million
0.12% of portfolio
|
Q1 2025
Added 30.43%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
30,000
shares
|
$3.19 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
29,885
shares
|
$3.17 Million
0.19% of portfolio
|
Q1 2025
Reduced 19.29%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
May 14, 2025 Q1 2025 |
29,834
shares
|
$3.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
29,402
shares
|
$3.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 33.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
29,052
shares
|
$3.09 Million
0.19% of portfolio
|
Q1 2025
Added 188.5%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
29,000
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,586
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Aquila Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
28,000
shares
|
$2.97 Million
3.32% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
28,000
shares
|
$2.97 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
27,954
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,636
shares
|
$2.93 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
27,410
shares
|
$2.91 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
27,253
shares
|
$2.89 Million
0.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
27,182
shares
|
$2.89 Million
0.01% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
27,099
shares
|
$2.88 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
26,931
shares
|
$2.86 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
26,839
shares
|
$2.85 Million
0.02% of portfolio
|
Q1 2025
Added 41.27%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
26,829
shares
|
$2.85 Million
0.19% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
26,811
shares
|
$2.85 Million
1.28% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
26,687
shares
|
$2.83 Million
0.08% of portfolio
|
Q1 2025
Added 12.54%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
26,663
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
26,546
shares
|
$2.82 Million
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
26,343
shares
|
$2.8 Million
0.17% of portfolio
|
Q1 2025
Added 0.44%
|