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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
22,781
shares
|
$2.42 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
22,658
shares
|
$2.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
22,651
shares
|
$2.41 Million
0.06% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
22,550
shares
|
$2.39 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
22,549
shares
|
$2.39 Million
0.03% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
22,506
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Added 24.03%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
22,429
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
22,326
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
22,230
shares
|
$2.36 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
22,215
shares
|
$2.36 Million
0.53% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
22,046
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 36.33%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,824
shares
|
$2.32 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,720
shares
|
$2.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 18.07%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
21,716
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
21,593
shares
|
$2.29 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,414
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,923
shares
|
$2.22 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
20,768
shares
|
$2.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 10.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
20,762
shares
|
$2.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
20,646
shares
|
$2.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
20,580
shares
|
$2.19 Million
1.36% of portfolio
|
Q2 2022
Added 0.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,319
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2024
Added 195.89%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
20,051
shares
|
$2.13 Million
0.04% of portfolio
|
Q1 2025
Added 23.07%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
20,045
shares
|
$2.13 Million
0.31% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
19,999
shares
|
$2.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.57%
|