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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
8,940
shares
|
$976,784
0.03% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
Apr 22, 2025 Q1 2025 |
8,913
shares
|
$973,834
1.11% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
8,848
shares
|
$966,732
0.01% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
8,810
shares
|
$962,580
0.38% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
8,705
shares
|
$951,108
0.08% of portfolio
|
Q4 2022
Reduced 11.88%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
8,672
shares
|
$947,502
0.46% of portfolio
|
Q4 2022
Reduced 0.08%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
8,636
shares
|
$943,569
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
8,601
shares
|
$939,745
0.06% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
8,573
shares
|
$936,685
0.22% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
8,555
shares
|
$934,719
0.01% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
8,526
shares
|
$931,550
0.09% of portfolio
|
Q2 2025
Reduced 93.61%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
8,483
shares
|
$926,852
0.09% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
8,440
shares
|
$922,154
0.25% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,414
shares
|
$919,313
0.04% of portfolio
|
Q4 2020
Reduced 0.02%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
8,403
shares
|
$918,111
0.02% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
8,342
shares
|
$911,446
0.11% of portfolio
|
Q3 2022
Reduced 1.01%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
8,291
shares
|
$905,874
0.13% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
8,281
shares
|
$904,782
0.06% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,218
shares
|
$897,898
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,206
shares
|
$896,587
0.11% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
8,200
shares
|
$895,932
0.24% of portfolio
|
Q1 2020
Added 13.89%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,148
shares
|
$890,250
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
8,135
shares
|
$888,830
0.19% of portfolio
|
Q2 2025
Added 97.07%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
8,103
shares
|
$885,333
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
8,089
shares
|
$883,804
0.03% of portfolio
|
Q2 2025
Reduced 0.34%
|