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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,522
shares
|
$354,524
0.01% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,521
shares
|
$354,423
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,500
shares
|
$352,310
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
3,479
shares
|
$350,196
0.12% of portfolio
|
Q3 2024
Added 18.01%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
3,461
shares
|
$348,384
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
3,409
shares
|
$343,149
0.02% of portfolio
|
Q3 2024
Reduced 32.33%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
3,400
shares
|
$342,244
0.04% of portfolio
|
Q4 2023
Reduced 0.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,374
shares
|
$339,626
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
3,353
shares
|
$337,512
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
3,335
shares
|
$335,701
0.04% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
3,334
shares
|
$335,600
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,321
shares
|
$334,291
0.02% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,300
shares
|
$332,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,286
shares
|
$330,768
0.13% of portfolio
|
Q4 2022
Reduced 21.98%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,285
shares
|
$330,668
0.04% of portfolio
|
Q3 2024
Reduced 19.39%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,282
shares
|
$330,366
0.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
3,265
shares
|
$328,654
0.02% of portfolio
|
Q3 2024
Added 390.98%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
3,262
shares
|
$328,352
0.18% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
3,255
shares
|
$327,648
0.11% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,250
shares
|
$327,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
3,231
shares
|
$325,232
0.01% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
3,230
shares
|
$325,131
0.05% of portfolio
|
Q2 2024
Reduced 1.76%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
3,226
shares
|
$324,729
0.04% of portfolio
|
Q3 2024
Added 23.37%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,177
shares
|
$319,796
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
3,170
shares
|
$319,092
0.1% of portfolio
|
Q3 2024
Added 0.06%
|