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 $29.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
8,913
shares
|
$976,330
1.11% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
8,891
shares
|
$973,920
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,848
shares
|
$969,209
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
8,820
shares
|
$966,142
0.0% of portfolio
|
Q1 2025
Added 146.78%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
8,797
shares
|
$963,623
0.26% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,783
shares
|
$962,089
0.0% of portfolio
|
Q1 2025
Added 316.45%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
8,783
shares
|
$962,089
0.0% of portfolio
|
Q1 2025
Reduced 71.33%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
8,757
shares
|
$959,241
0.42% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
8,724
shares
|
$955,626
0.01% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,705
shares
|
$953,545
0.08% of portfolio
|
Q4 2022
Reduced 11.88%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
8,672
shares
|
$949,930
0.46% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
8,631
shares
|
$945,439
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
8,479
shares
|
$928,789
0.02% of portfolio
|
Q1 2025
Added 922.8%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
8,417
shares
|
$921,998
0.15% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
8,414
shares
|
$921,669
0.05% of portfolio
|
Q4 2020
Reduced 0.02%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
8,403
shares
|
$920,464
0.02% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
8,393
shares
|
$919,369
0.26% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
8,382
shares
|
$918,164
0.03% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
8,356
shares
|
$915,316
0.03% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
8,354
shares
|
$915,097
0.01% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,342
shares
|
$913,782
0.11% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,206
shares
|
$898,885
0.11% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
8,200
shares
|
$898,228
0.26% of portfolio
|
Q1 2020
Added 13.89%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
8,186
shares
|
$896,694
0.05% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
8,184
shares
|
$896,475
0.07% of portfolio
|
Q1 2025
Added 3.75%
|