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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,063
shares
|
$880,963
0.03% of portfolio
|
Q2 2025
Added 379.37%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
8,032
shares
|
$877,576
0.04% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
8,000
shares
|
$874,080
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
7,954
shares
|
$869,054
0.1% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
7,941
shares
|
$867,633
0.03% of portfolio
|
Q4 2017
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,863
shares
|
$859,111
0.01% of portfolio
|
Q2 2025
Added 24.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
7,842
shares
|
$856,816
0.01% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
7,786
shares
|
$850,698
0.23% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
7,777
shares
|
$849,715
0.21% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
7,766
shares
|
$848,513
1.4% of portfolio
|
Q2 2022
Reduced 2.78%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
7,710
shares
|
$842,394
0.45% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
7,662
shares
|
$837,150
0.14% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
7,654
shares
|
$836,276
0.01% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
7,632
shares
|
$833,872
0.0% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
7,621
shares
|
$832,670
0.2% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,613
shares
|
$831,796
0.14% of portfolio
|
Q2 2025
Added 34.79%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
7,584
shares
|
$828,627
0.39% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
7,580
shares
|
$828,190
0.0% of portfolio
|
Q2 2025
Added 125.66%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
7,576
shares
|
$827,753
0.07% of portfolio
|
Q3 2023
Reduced 51.38%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
7,555
shares
|
$825,459
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
7,510
shares
|
$820,542
0.0% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,456
shares
|
$814,642
0.1% of portfolio
|
Q2 2025
Reduced 40.61%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
7,416
shares
|
$810,272
0.07% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,412
shares
|
$809,835
0.04% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
7,364
shares
|
$804,590
0.02% of portfolio
|
Q2 2025
Reduced 93.43%
|