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 1,391 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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
7,336
shares
|
$807,693
0.0% of portfolio
|
Q1 2025
Added 31.14%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
7,300
shares
|
$803,730
0.05% of portfolio
|
Q1 2021
Reduced 3.99%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
7,270
shares
|
$800,427
0.02% of portfolio
|
Q4 2023
Reduced 7.93%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,260
shares
|
$799,326
0.0% of portfolio
|
Q1 2025
Added 62.89%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,256
shares
|
$798,885
0.05% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
7,242
shares
|
$797,344
0.07% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
7,209
shares
|
$793,710
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
7,135
shares
|
$785,563
0.04% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
7,125
shares
|
$784,462
0.02% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,035
shares
|
$774,553
0.11% of portfolio
|
Q1 2025
Reduced 13.67%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
7,023
shares
|
$773,232
0.28% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
7,014
shares
|
$772,241
0.1% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
6,873
shares
|
$756,717
0.24% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,861
shares
|
$755,396
0.01% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
6,832
shares
|
$752,203
0.0% of portfolio
|
Q1 2025
Reduced 71.72%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
6,829
shares
|
$751,872
0.01% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
6,800
shares
|
$748,680
0.22% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
6,799
shares
|
$748,569
0.31% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
6,773
shares
|
$745,707
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
6,759
shares
|
$744,165
0.01% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
6,726
shares
|
$740,532
0.14% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
6,715
shares
|
$739,321
0.26% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,693
shares
|
$736,899
0.01% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
6,607
shares
|
$727,430
0.06% of portfolio
|
Q4 2022
Reduced 78.85%
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
6,580
shares
|
$724,458
0.25% of portfolio
|
Q1 2025
New holding
|