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 1,409 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
5,803
shares
|
$634,035
0.18% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
5,789
shares
|
$632,506
0.14% of portfolio
|
Q2 2025
Added 169.63%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
5,786
shares
|
$632,178
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
5,776
shares
|
$631,085
0.11% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
5,776
shares
|
$631,085
0.05% of portfolio
|
Q2 2025
Added 40.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,771
shares
|
$630,539
0.02% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,750
shares
|
$628,245
0.07% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,718
shares
|
$624,748
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
5,712
shares
|
$624,093
0.04% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,693
shares
|
$622,017
0.0% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
5,668
shares
|
$619,285
0.19% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
5,666
shares
|
$619,067
0.01% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
5,664
shares
|
$618,848
0.01% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,645
shares
|
$616,772
0.01% of portfolio
|
Q2 2025
Reduced 18.45%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,638
shares
|
$616,007
0.01% of portfolio
|
Q4 2023
Reduced 4.2%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$614,915
1.03% of portfolio
|
Q3 2022
New holding
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,594
shares
|
$611,200
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,583
shares
|
$609,998
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,551
shares
|
$606,502
0.05% of portfolio
|
Q4 2021
Reduced 0.89%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
5,538
shares
|
$605,081
0.0% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,502
shares
|
$601,148
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,463
shares
|
$596,887
0.02% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
5,430
shares
|
$593,281
0.19% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
Aug 13, 2025 Q2 2025 |
5,427
shares
|
$592,954
0.26% of portfolio
|
Q4 2023
Added 15.69%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
5,418
shares
|
$591,970
0.03% of portfolio
|
Q2 2025
Reduced 3.56%
|