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 1,389 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 $29.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
5,620
shares
|
$615,614
0.05% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
5,620
shares
|
$615,614
0.54% of portfolio
|
Q1 2025
Added 116.57%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,618
shares
|
$615,395
0.03% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,594
shares
|
$612,766
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,551
shares
|
$608,056
0.05% of portfolio
|
Q4 2021
Reduced 0.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,540
shares
|
$606,851
0.04% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,483
shares
|
$600,607
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
5,463
shares
|
$598,417
0.02% of portfolio
|
Q2 2025
Reduced 40.5%
|
|
|
Hutner Capital Management Inc
Manchester, VT |
May 13, 2025 Q1 2025 |
5,427
shares
|
$594,473
0.25% of portfolio
|
Q4 2023
Added 15.69%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
5,409
shares
|
$592,501
0.08% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
5,402
shares
|
$591,735
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,373
shares
|
$588,558
0.02% of portfolio
|
Q2 2025
Added 52.77%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,332
shares
|
$584,067
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,320
shares
|
$582,752
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,304
shares
|
$581,000
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
5,300
shares
|
$580,562
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
5,289
shares
|
$579,357
0.01% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,281
shares
|
$578,480
0.03% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,245
shares
|
$574,537
0.02% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Aviva PLC
|
May 15, 2025 Q1 2025 |
5,213
shares
|
$571,032
0.0% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,213
shares
|
$571,032
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$569,608
0.02% of portfolio
|
Q1 2025
Added 96.67%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
5,184
shares
|
$567,855
0.07% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
May 13, 2025 Q1 2025 |
5,175
shares
|
$566,869
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,155
shares
|
$564,678
0.01% of portfolio
|
Q1 2025
Added 6.71%
|