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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
4,561
shares
|
$498,334
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
4,525
shares
|
$494,401
0.12% of portfolio
|
Q2 2025
Added 35.6%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
4,521
shares
|
$493,964
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
4,520
shares
|
$493,855
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
4,510
shares
|
$492,762
0.09% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,482
shares
|
$489,703
0.07% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
4,475
shares
|
$488,938
0.2% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,460
shares
|
$487,299
0.03% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
4,416
shares
|
$482,492
0.02% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,395
shares
|
$480,197
0.04% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,387
shares
|
$479,323
0.02% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,385
shares
|
$479,105
0.06% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Aug 13, 2025 Q2 2025 |
4,372
shares
|
$477,684
2.16% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
4,361
shares
|
$476,482
0.08% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
4,330
shares
|
$473,095
0.21% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
4,304
shares
|
$470,255
0.07% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
4,293
shares
|
$469,053
0.23% of portfolio
|
Q2 2023
Reduced 0.28%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
4,266
shares
|
$466,103
0.08% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
4,252
shares
|
$464,573
0.01% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
4,239
shares
|
$463,153
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
4,215
shares
|
$460,530
0.11% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
4,200
shares
|
$458,892
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
4,191
shares
|
$457,908
0.09% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
4,171
shares
|
$455,723
0.11% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
4,167
shares
|
$455,286
0.02% of portfolio
|
Q2 2025
Added 0.36%
|