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 $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,157
shares
|
$898,085
0.02% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,148
shares
|
$897,094
0.05% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
8,117
shares
|
$893,681
0.03% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
8,000
shares
|
$880,800
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
8,000
shares
|
$880,800
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,954
shares
|
$875,735
0.1% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,941
shares
|
$874,304
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
7,898
shares
|
$869,569
0.1% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,808
shares
|
$859,660
0.08% of portfolio
|
Q1 2025
Added 95.15%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
7,786
shares
|
$857,238
0.23% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
7,784
shares
|
$857,018
0.05% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
7,777
shares
|
$856,247
0.21% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
7,766
shares
|
$855,036
1.4% of portfolio
|
Q2 2022
Reduced 2.78%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
7,710
shares
|
$848,871
0.45% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
7,672
shares
|
$844,687
0.18% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
7,654
shares
|
$842,705
0.01% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,613
shares
|
$838,191
0.14% of portfolio
|
Q2 2025
Added 34.79%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,602
shares
|
$836,980
0.02% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
7,584
shares
|
$834,998
0.43% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,576
shares
|
$834,117
0.07% of portfolio
|
Q3 2023
Reduced 51.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
7,558
shares
|
$832,135
0.23% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
7,554
shares
|
$831,695
0.03% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
7,528
shares
|
$828,832
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,416
shares
|
$816,501
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,412
shares
|
$816,061
0.04% of portfolio
|
Q2 2025
Reduced 3.69%
|