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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,410
shares
|
$591,096
0.02% of portfolio
|
Q2 2025
Added 32.24%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,410
shares
|
$591,096
0.05% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
5,409
shares
|
$590,987
0.08% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
5,402
shares
|
$590,222
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
5,373
shares
|
$587,053
0.02% of portfolio
|
Q2 2025
Added 52.77%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
5,327
shares
|
$582,028
0.06% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,320
shares
|
$581,263
0.01% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
5,304
shares
|
$579,515
0.09% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
5,300
shares
|
$579,078
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
5,289
shares
|
$577,876
0.01% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,243
shares
|
$572,850
0.23% of portfolio
|
Q2 2025
Reduced 19.97%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,236
shares
|
$572,085
0.02% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,213
shares
|
$569,572
0.04% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,213
shares
|
$569,572
0.01% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
5,200
shares
|
$568,152
0.02% of portfolio
|
Q1 2025
Added 96.67%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,152
shares
|
$562,907
0.01% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
5,152
shares
|
$562,907
0.1% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,131
shares
|
$560,613
0.01% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
5,097
shares
|
$556,898
0.01% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
5,050
shares
|
$551,763
0.25% of portfolio
|
Q2 2025
Reduced 19.2%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
5,033
shares
|
$549,905
0.07% of portfolio
|
Q1 2023
Reduced 50.21%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,019
shares
|
$548,375
0.01% of portfolio
|
Q2 2025
Added 25.69%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
4,981
shares
|
$544,224
0.02% of portfolio
|
Q2 2025
Reduced 85.4%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,940
shares
|
$539,744
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
4,917
shares
|
$537,231
0.08% of portfolio
|
Q2 2025
Added 0.08%
|