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 1,222 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
12,514
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
12,457
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
12,411
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,404
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.18%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
12,399
shares
|
$1.25 Million
0.12% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12,247
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
11,991
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
11,963
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
11,874
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2024
Added 22.1%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
11,800
shares
|
$1.19 Million
0.06% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,781
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,751
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 24.43%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
11,745
shares
|
$1.18 Million
0.5% of portfolio
|
Q2 2024
Added 16.75%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
11,740
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
11,736
shares
|
$1.18 Million
0.64% of portfolio
|
Q2 2023
New holding
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
11,706
shares
|
$1.18 Million
1.25% of portfolio
|
Q4 2021
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
11,664
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2024
Added 257.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,623
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Hummer Financial Advisory Services Inc
|
Oct 15, 2024 Q3 2024 |
11,622
shares
|
$1.17 Million
0.89% of portfolio
|
Q1 2023
Added 1.57%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
11,601
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 67.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,516
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 29.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
11,460
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Added 40.27%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 10, 2024 Q2 2024 |
11,277
shares
|
$1.14 Million
0.28% of portfolio
|
Q3 2019
Added 0.35%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
11,247
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 24.77%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
11,205
shares
|
$1.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.01%
|