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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
5,916
shares
|
$651,351
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
5,901
shares
|
$649,700
0.01% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,896
shares
|
$649,149
0.22% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,852
shares
|
$644,305
0.01% of portfolio
|
Q2 2025
Reduced 11.56%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,848
shares
|
$643,864
0.07% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
5,833
shares
|
$642,213
0.0% of portfolio
|
Q1 2025
Added 88.71%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
5,825
shares
|
$641,332
0.01% of portfolio
|
Q2 2024
Added 0.92%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
5,789
shares
|
$637,368
0.14% of portfolio
|
Q2 2025
Added 169.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
5,783
shares
|
$636,708
0.01% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
5,782
shares
|
$636,598
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
5,779
shares
|
$636,267
0.02% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
5,770
shares
|
$635,277
0.13% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,750
shares
|
$633,075
0.07% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Aurora Investment Counsel
Atlanta, GA |
May 01, 2025 Q1 2025 |
5,749
shares
|
$632,964
0.38% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
5,710
shares
|
$628,671
0.22% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
5,709
shares
|
$628,560
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,693
shares
|
$626,799
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,666
shares
|
$623,826
0.01% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,661
shares
|
$623,276
0.02% of portfolio
|
Q1 2025
Added 21.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,645
shares
|
$621,514
0.01% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,638
shares
|
$620,743
0.01% of portfolio
|
Q4 2023
Reduced 4.2%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$619,642
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
5,623
shares
|
$619,092
0.07% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
5,620
shares
|
$618,762
0.05% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
5,620
shares
|
$618,762
0.54% of portfolio
|
Q1 2025
Added 116.57%
|