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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
13,956
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
13,836
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
13,730
shares
|
$1.5 Million
0.58% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
13,729
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
13,651
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
13,616
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2022
Added 21.78%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
13,566
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,398
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 118.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,295
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
13,267
shares
|
$1.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
13,203
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
13,182
shares
|
$1.44 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
13,146
shares
|
$1.44 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
13,120
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
13,098
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
12,961
shares
|
$1.42 Million
0.7% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
12,957
shares
|
$1.42 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
12,807
shares
|
$1.4 Million
0.32% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
12,730
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 236.06%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
12,594
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
12,590
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Added 93.57%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
12,587
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 14.02%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
12,584
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
12,555
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
12,549
shares
|
$1.37 Million
0.02% of portfolio
|
Q2 2025
Added 2.57%
|