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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
5,497
shares
|
$553,328
0.01% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,487
shares
|
$552,321
0.02% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,472
shares
|
$550,811
0.04% of portfolio
|
Q3 2024
Added 112.84%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Nov 13, 2024 Q3 2024 |
5,427
shares
|
$546,281
0.26% of portfolio
|
Q4 2023
Added 15.69%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,413
shares
|
$544,872
0.02% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$544,369
0.0% of portfolio
|
Q3 2024
Reduced 86.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,390
shares
|
$542,557
0.03% of portfolio
|
Q3 2024
Reduced 31.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,389
shares
|
$542,456
0.05% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
5,372
shares
|
$540,745
0.02% of portfolio
|
Q3 2024
Added 939.07%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
5,344
shares
|
$537,927
0.17% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,336
shares
|
$537,121
0.01% of portfolio
|
Q3 2024
Added 30.91%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,331
shares
|
$536,618
0.03% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
5,280
shares
|
$531,484
0.02% of portfolio
|
Q2 2022
Reduced 1.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,260
shares
|
$529,471
0.01% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,234
shares
|
$526,854
0.02% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
5,213
shares
|
$524,740
0.0% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,213
shares
|
$524,740
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
5,205
shares
|
$523,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
5,188
shares
|
$522,224
0.31% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,153
shares
|
$518,700
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,135
shares
|
$516,889
0.0% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,130
shares
|
$516,385
0.01% of portfolio
|
Q3 2024
Reduced 34.04%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,091
shares
|
$512,460
0.07% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
5,080
shares
|
$511,352
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
5,074
shares
|
$510,748
0.12% of portfolio
|
Q2 2024
Reduced 1.93%
|