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 |
|---|---|---|---|---|---|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
7,679
shares
|
$772,968
0.03% of portfolio
|
Q1 2024
Added 13.31%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
7,584
shares
|
$763,405
0.37% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,576
shares
|
$762,600
0.07% of portfolio
|
Q3 2023
Reduced 51.38%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
7,572
shares
|
$762,197
0.19% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
7,554
shares
|
$760,385
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
7,540
shares
|
$758,976
0.21% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,533
shares
|
$758,271
0.09% of portfolio
|
Q3 2024
Added 51.54%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
7,517
shares
|
$756,661
0.14% of portfolio
|
Q3 2024
Reduced 44.29%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
7,472
shares
|
$752,131
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,435
shares
|
$748,407
0.36% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
7,319
shares
|
$736,730
0.05% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
7,300
shares
|
$734,818
0.04% of portfolio
|
Q1 2021
Reduced 3.99%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
7,279
shares
|
$732,704
0.01% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,270
shares
|
$731,798
0.02% of portfolio
|
Q4 2023
Reduced 7.93%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
7,225
shares
|
$727,268
0.07% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
7,204
shares
|
$725,154
0.2% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,180
shares
|
$722,738
0.06% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
7,074
shares
|
$712,068
0.07% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
7,039
shares
|
$708,545
0.09% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
7,023
shares
|
$706,935
0.24% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,902
shares
|
$694,755
0.04% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,866
shares
|
$691,131
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
6,771
shares
|
$681,568
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
6,770
shares
|
$681,468
0.2% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,769
shares
|
$681,367
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|