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 |
|---|---|---|---|---|---|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
20,022
shares
|
$2.19 Million
0.36% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
19,748
shares
|
$2.16 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
19,657
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
19,490
shares
|
$2.13 Million
0.07% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
19,370
shares
|
$2.12 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
19,335
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.1%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
19,240
shares
|
$2.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
19,190
shares
|
$2.1 Million
0.03% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
19,045
shares
|
$2.08 Million
0.78% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
19,000
shares
|
$2.08 Million
0.08% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
18,995
shares
|
$2.08 Million
0.41% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
18,992
shares
|
$2.08 Million
0.13% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
18,767
shares
|
$2.05 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
18,751
shares
|
$2.05 Million
0.13% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
18,547
shares
|
$2.03 Million
0.41% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
18,333
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Added 35.3%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
18,176
shares
|
$1.99 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
18,119
shares
|
$1.98 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,054
shares
|
$1.97 Million
0.04% of portfolio
|
Q3 2024
Added 41.89%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
18,049
shares
|
$1.97 Million
1.34% of portfolio
|
Q3 2023
Reduced 1.1%
|
|
|
Campbell Capital Management Inc
|
Aug 18, 2025 Q2 2025 |
18,000
shares
|
$1.97 Million
0.75% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
17,700
shares
|
$1.93 Million
0.4% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
17,587
shares
|
$1.92 Million
0.34% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
17,454
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Jul 29, 2025 Q2 2025 |
17,404
shares
|
$1.9 Million
1.12% of portfolio
|
Q2 2025
Added 0.35%
|