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 |
|---|---|---|---|---|---|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
26,829
shares
|
$2.93 Million
0.19% of portfolio
|
Q3 2022
Reduced 6.45%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
26,811
shares
|
$2.93 Million
1.28% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
26,746
shares
|
$2.92 Million
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
26,659
shares
|
$2.91 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
26,247
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
26,227
shares
|
$2.87 Million
0.03% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
25,938
shares
|
$2.83 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
25,910
shares
|
$2.83 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
25,757
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,623
shares
|
$2.8 Million
0.05% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
25,437
shares
|
$2.78 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.16%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
25,400
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2025
Added 26.68%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Aug 12, 2025 Q2 2025 |
25,384
shares
|
$2.77 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
24,971
shares
|
$2.73 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,929
shares
|
$2.72 Million
0.06% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
24,801
shares
|
$2.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 48.35%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,747
shares
|
$2.7 Million
0.19% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
24,744
shares
|
$2.7 Million
0.22% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
24,244
shares
|
$2.65 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
24,087
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2025
Added 15.98%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
23,986
shares
|
$2.62 Million
0.07% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
23,512
shares
|
$2.57 Million
0.02% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
23,479
shares
|
$2.57 Million
0.29% of portfolio
|
Q2 2025
Added 613.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
23,465
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
23,440
shares
|
$2.56 Million
0.16% of portfolio
|
Q2 2025
Reduced 16.29%
|