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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
4,534
shares
|
$456,392
0.1% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
4,531
shares
|
$456,090
0.03% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,509
shares
|
$453,875
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
4,489
shares
|
$451,862
0.03% of portfolio
|
Q3 2024
Added 43.79%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2024 Q3 2024 |
4,487
shares
|
$451,661
0.3% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,482
shares
|
$451,158
0.07% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
4,464
shares
|
$449,346
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
4,428
shares
|
$445,722
0.01% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
4,422
shares
|
$445,118
0.01% of portfolio
|
Q3 2024
Reduced 23.64%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
4,389
shares
|
$441,796
0.02% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
4,383
shares
|
$441,192
0.31% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
4,368
shares
|
$439,682
0.2% of portfolio
|
Q1 2024
Reduced 7.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,349
shares
|
$437,770
0.05% of portfolio
|
Q3 2024
Added 64.86%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,337
shares
|
$436,562
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
4,305
shares
|
$433,341
0.06% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
4,293
shares
|
$432,133
0.22% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
4,291
shares
|
$431,932
0.0% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
4,266
shares
|
$429,415
0.07% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
4,265
shares
|
$429,314
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,258
shares
|
$428,610
0.1% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
4,249
shares
|
$427,704
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
4,248
shares
|
$427,603
0.06% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
4,246
shares
|
$427,402
0.07% of portfolio
|
Q4 2023
Added 1.1%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
4,181
shares
|
$420,859
0.03% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
4,174
shares
|
$420,154
0.22% of portfolio
|
Q3 2024
Reduced 3.94%
|