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 |
|---|---|---|---|---|---|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
11,227
shares
|
$1.23 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
11,206
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
11,137
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
11,117
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
11,055
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
10,997
shares
|
$1.2 Million
0.94% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
10,952
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
10,935
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
10,931
shares
|
$1.19 Million
0.04% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,910
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
10,909
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Added 28.25%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
10,880
shares
|
$1.19 Million
0.47% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,767
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
10,635
shares
|
$1.16 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
10,629
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
10,591
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
10,466
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
10,333
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 32.34%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,326
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
10,251
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Reduced 87.27%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
10,207
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
10,191
shares
|
$1.11 Million
0.05% of portfolio
|
Q2 2025
Added 67.39%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
10,188
shares
|
$1.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
10,186
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
10,180
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 0.76%
|