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 |
|---|---|---|---|---|---|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
3,816
shares
|
$384,118
0.11% of portfolio
|
Q2 2021
Added 62.38%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
3,808
shares
|
$383,313
0.03% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
3,805
shares
|
$383,011
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,804
shares
|
$382,910
0.02% of portfolio
|
Q2 2024
Added 32.22%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,744
shares
|
$376,871
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,730
shares
|
$375,461
0.0% of portfolio
|
Q3 2022
Reduced 78.94%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,729
shares
|
$375,361
0.01% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
3,710
shares
|
$373,448
0.06% of portfolio
|
Q2 2024
Reduced 6.0%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,700
shares
|
$372,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
3,692
shares
|
$371,636
0.07% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,690
shares
|
$371,435
0.02% of portfolio
|
Q3 2024
Reduced 83.94%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
3,689
shares
|
$371,334
0.01% of portfolio
|
Q3 2024
Added 31.7%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
3,688
shares
|
$371,234
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,679
shares
|
$370,328
0.04% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
3,675
shares
|
$369,925
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,671
shares
|
$369,522
0.14% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
3,670
shares
|
$369,422
0.01% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
3,662
shares
|
$368,616
0.01% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
3,609
shares
|
$363,281
0.1% of portfolio
|
Q3 2024
Reduced 43.83%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,595
shares
|
$361,872
0.02% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
3,582
shares
|
$360,564
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
3,579
shares
|
$360,262
0.03% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
3,577
shares
|
$360,060
0.12% of portfolio
|
Q2 2024
Added 29.74%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,560
shares
|
$358,349
0.01% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,557
shares
|
$358,047
0.06% of portfolio
|
Q3 2023
Reduced 28.14%
|