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 |
|---|---|---|---|---|---|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
4,900
shares
|
$535,374
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
4,896
shares
|
$534,936
0.24% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
4,894
shares
|
$534,718
0.18% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
4,884
shares
|
$533,625
0.02% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,884
shares
|
$533,625
0.04% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
4,875
shares
|
$532,642
0.08% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,824
shares
|
$527,070
0.04% of portfolio
|
Q2 2023
Reduced 9.81%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,822
shares
|
$526,851
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
4,807
shares
|
$525,212
0.08% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,797
shares
|
$524,120
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
4,796
shares
|
$524,010
0.05% of portfolio
|
Q2 2025
Added 1182.35%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
4,778
shares
|
$522,044
0.0% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
4,767
shares
|
$520,842
0.16% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,742
shares
|
$518,110
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,738
shares
|
$517,673
0.02% of portfolio
|
Q2 2025
Added 41.52%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,730
shares
|
$516,799
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
4,722
shares
|
$515,925
0.01% of portfolio
|
Q2 2025
Added 37.15%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,701
shares
|
$513,631
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,695
shares
|
$512,975
0.02% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
4,688
shares
|
$512,210
0.07% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,684
shares
|
$511,773
0.01% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,650
shares
|
$508,059
0.03% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,635
shares
|
$506,420
0.0% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
4,600
shares
|
$502,596
0.12% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,591
shares
|
$501,612
0.04% of portfolio
|
Q2 2025
Reduced 3.12%
|