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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
5,065
shares
|
$509,842
0.01% of portfolio
|
Q3 2024
Reduced 82.02%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
5,033
shares
|
$506,621
0.07% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
5,015
shares
|
$504,809
0.09% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
4,993
shares
|
$502,595
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
4,987
shares
|
$501,991
0.01% of portfolio
|
Q3 2024
Added 82.81%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
4,982
shares
|
$501,488
0.09% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
4,907
shares
|
$493,938
0.08% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,906
shares
|
$493,837
0.01% of portfolio
|
Q3 2024
Added 34.45%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
4,900
shares
|
$493,234
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
4,889
shares
|
$492,126
0.09% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
4,870
shares
|
$490,214
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
4,841
shares
|
$487,295
0.0% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,824
shares
|
$485,583
0.04% of portfolio
|
Q2 2023
Reduced 9.81%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
4,748
shares
|
$477,933
0.05% of portfolio
|
Q2 2024
Reduced 7.45%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,748
shares
|
$477,933
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,742
shares
|
$477,329
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,731
shares
|
$476,222
0.01% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,708
shares
|
$473,907
0.04% of portfolio
|
Q3 2024
Added 439.29%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,701
shares
|
$473,202
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
4,696
shares
|
$472,699
0.01% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,676
shares
|
$470,686
0.02% of portfolio
|
Q3 2024
Added 13.22%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,634
shares
|
$466,458
0.16% of portfolio
|
Q2 2024
Added 10.86%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
4,610
shares
|
$464,042
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Los Angeles Capital Management LLC
|
Nov 04, 2024 Q3 2024 |
4,600
shares
|
$463,036
0.0% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,548
shares
|
$457,801
0.01% of portfolio
|
Q3 2024
Reduced 2.17%
|