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 |
|---|---|---|---|---|---|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,158
shares
|
$317,884
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
3,158
shares
|
$317,884
0.11% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,143
shares
|
$316,374
0.03% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,142
shares
|
$316,273
0.03% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
3,120
shares
|
$314,059
0.01% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,112
shares
|
$313,253
0.03% of portfolio
|
Q3 2024
Reduced 44.2%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,104
shares
|
$312,448
0.02% of portfolio
|
Q3 2024
Reduced 74.4%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,102
shares
|
$312,247
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
3,089
shares
|
$310,938
0.16% of portfolio
|
Q3 2024
Added 14.7%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
3,088
shares
|
$310,838
0.06% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,082
shares
|
$310,234
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,067
shares
|
$308,724
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,050
shares
|
$307,013
0.06% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,050
shares
|
$307,013
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
3,043
shares
|
$306,308
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,022
shares
|
$304,194
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,016
shares
|
$303,590
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
3,008
shares
|
$302,785
0.05% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,000
shares
|
$301,980
0.12% of portfolio
|
Q3 2022
Added 4.35%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
2,999
shares
|
$301,879
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,997
shares
|
$301,678
0.41% of portfolio
|
Q2 2022
Added 1.9%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
2,984
shares
|
$300,369
0.19% of portfolio
|
Q2 2024
Reduced 11.06%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
2,982
shares
|
$300,168
0.09% of portfolio
|
Q3 2023
Reduced 10.5%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
2,980
shares
|
$299,966
0.0% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
2,978
shares
|
$299,765
0.03% of portfolio
|
Q3 2024
New holding
|