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 1,223 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 $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
9,756
shares
|
$993,355
0.03% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
9,744
shares
|
$992,134
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,610
shares
|
$978,490
0.13% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
9,607
shares
|
$978,184
0.12% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Oct 16, 2024 Q3 2024 |
9,566
shares
|
$974,010
1.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
9,533
shares
|
$970,650
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
9,363
shares
|
$953,340
0.01% of portfolio
|
Q2 2024
Reduced 33.23%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
9,358
shares
|
$952,831
0.06% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
9,334
shares
|
$950,387
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
9,221
shares
|
$938,882
0.4% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
9,218
shares
|
$938,576
0.12% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,200
shares
|
$936,743
0.01% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
9,181
shares
|
$934,809
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,181
shares
|
$934,809
0.06% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,891
shares
|
$905,281
0.02% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,814
shares
|
$897,441
0.01% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
8,776
shares
|
$893,572
0.0% of portfolio
|
Q3 2024
Reduced 60.32%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
8,762
shares
|
$892,146
0.02% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,730
shares
|
$888,888
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,705
shares
|
$886,343
0.08% of portfolio
|
Q4 2022
Reduced 11.88%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
8,680
shares
|
$883,797
0.01% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
8,672
shares
|
$882,983
0.42% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,655
shares
|
$881,252
0.02% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
8,638
shares
|
$879,521
0.03% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
8,623
shares
|
$877,993
0.1% of portfolio
|
Q3 2024
Added 1.36%
|