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 1,389 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 $29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
12,467
shares
|
$1.35 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
12,450
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,404
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2023
Reduced 2.18%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
12,375
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
12,300
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Reduced 34.92%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
12,234
shares
|
$1.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,052
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
12,041
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
12,030
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,996
shares
|
$1.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
11,884
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2025
Added 75.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
11,781
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
11,748
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
11,739
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Apr 14, 2025 Q1 2025 |
11,736
shares
|
$1.27 Million
0.76% of portfolio
|
Q2 2023
New holding
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
11,706
shares
|
$1.27 Million
0.93% of portfolio
|
Q4 2021
New holding
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
11,700
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.27%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
11,670
shares
|
$1.26 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
11,622
shares
|
$1.26 Million
0.94% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
11,595
shares
|
$1.26 Million
0.67% of portfolio
|
Q1 2025
Reduced 34.07%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
11,485
shares
|
$1.24 Million
1.1% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
11,398
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
11,325
shares
|
$1.23 Million
0.18% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
11,305
shares
|
$1.22 Million
0.2% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,247
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.06%
|