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 |
|---|---|---|---|---|---|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
11,153
shares
|
$1.12 Million
0.93% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
10,991
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
10,922
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
10,918
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
10,884
shares
|
$1.1 Million
0.06% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
10,755
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
10,726
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
10,717
shares
|
$1.08 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
10,658
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Added 27.37%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,657
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 77.14%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,653
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
10,462
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 48.15%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,459
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
10,449
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
10,410
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.62%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,186
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,154
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2023
Added 4.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
10,149
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2024
Added 24.04%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
10,135
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
10,084
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 29.53%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
10,017
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,939
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
9,855
shares
|
$992,004
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
9,756
shares
|
$982,038
0.03% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
9,744
shares
|
$980,831
0.13% of portfolio
|
Q3 2024
New holding
|