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 |
|---|---|---|---|---|---|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
4,144
shares
|
$452,773
0.01% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,086
shares
|
$446,436
0.03% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
4,060
shares
|
$443,595
0.05% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
4,050
shares
|
$442,503
0.03% of portfolio
|
Q4 2024
Reduced 49.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,032
shares
|
$440,536
0.01% of portfolio
|
Q2 2025
Reduced 84.05%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
4,000
shares
|
$437,040
0.05% of portfolio
|
Q2 2024
Reduced 34.43%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,996
shares
|
$436,602
0.03% of portfolio
|
Q2 2025
Added 83.3%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
3,982
shares
|
$435,073
0.05% of portfolio
|
Q1 2025
Reduced 48.5%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
3,980
shares
|
$434,854
0.03% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
3,970
shares
|
$433,762
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce & Co., Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,945
shares
|
$431,030
0.17% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,936
shares
|
$430,047
0.02% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
3,928
shares
|
$429,173
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
3,916
shares
|
$427,862
0.37% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,890
shares
|
$425,021
0.07% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,878
shares
|
$423,710
0.03% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,856
shares
|
$421,306
0.02% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,848
shares
|
$420,432
0.06% of portfolio
|
Q1 2025
Reduced 32.82%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,845
shares
|
$420,104
0.03% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,845
shares
|
$420,104
0.19% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
3,841
shares
|
$419,667
0.18% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
3,832
shares
|
$418,684
0.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,824
shares
|
$417,810
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
3,823
shares
|
$417,700
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,817
shares
|
$417,045
0.19% of portfolio
|
Q2 2025
Added 0.37%
|