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 |
|---|---|---|---|---|---|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,598
shares
|
$875,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
8,455
shares
|
$860,888
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,443
shares
|
$859,666
0.01% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
8,414
shares
|
$856,713
0.04% of portfolio
|
Q4 2020
Reduced 0.02%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,342
shares
|
$849,382
0.11% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
8,305
shares
|
$845,615
0.21% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,293
shares
|
$844,393
0.02% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
8,247
shares
|
$839,709
0.19% of portfolio
|
Q3 2024
Reduced 17.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
8,241
shares
|
$839,098
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
8,234
shares
|
$838,385
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
8,232
shares
|
$838,182
0.02% of portfolio
|
Q3 2024
Added 16.44%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
8,200
shares
|
$834,924
0.2% of portfolio
|
Q1 2020
Added 13.89%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
8,182
shares
|
$833,091
0.2% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
8,117
shares
|
$826,472
0.06% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
8,103
shares
|
$825,047
0.04% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
8,000
shares
|
$814,560
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
7,978
shares
|
$812,319
0.03% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Everence Capital Management Inc
|
Oct 21, 2024 Q3 2024 |
7,950
shares
|
$809,469
0.05% of portfolio
|
Q4 2023
Added 101.78%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,945
shares
|
$808,959
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,941
shares
|
$808,552
0.02% of portfolio
|
Q4 2017
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,935
shares
|
$807,941
0.05% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
7,803
shares
|
$794,501
0.01% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
7,766
shares
|
$790,734
1.4% of portfolio
|
Q2 2022
Reduced 2.78%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,732
shares
|
$787,272
0.08% of portfolio
|
Q4 2022
Added 24.07%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
7,724
shares
|
$786,457
0.01% of portfolio
|
Q3 2024
Reduced 3.44%
|