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 |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
3,812
shares
|
$416,499
0.22% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
3,806
shares
|
$415,843
0.03% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
3,805
shares
|
$415,734
0.07% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
3,791
shares
|
$414,204
0.17% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
3,790
shares
|
$414,095
0.02% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
3,742
shares
|
$408,850
0.29% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,736
shares
|
$408,195
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
3,730
shares
|
$407,539
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
3,730
shares
|
$407,539
0.0% of portfolio
|
Q3 2022
Reduced 78.94%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
3,729
shares
|
$407,430
0.01% of portfolio
|
Q1 2024
Reduced 12.03%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Aug 08, 2025 Q2 2025 |
3,722
shares
|
$406,665
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
3,690
shares
|
$403,169
0.12% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,688
shares
|
$402,950
0.01% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
3,676
shares
|
$401,639
0.07% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
3,669
shares
|
$400,874
0.05% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
3,666
shares
|
$400,547
0.12% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,660
shares
|
$399,891
0.01% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
3,659
shares
|
$399,782
0.05% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
3,649
shares
|
$398,689
0.02% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
3,633
shares
|
$396,941
0.24% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
3,628
shares
|
$396,395
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
3,628
shares
|
$396,395
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
3,625
shares
|
$396,067
0.03% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
3,619
shares
|
$395,411
0.2% of portfolio
|
Q1 2025
Reduced 11.3%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
3,618
shares
|
$395,302
0.19% of portfolio
|
Q1 2025
Reduced 11.43%
|