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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,964
shares
|
$298,356
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
2,960
shares
|
$297,953
0.03% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
2,949
shares
|
$296,846
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,947
shares
|
$296,645
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,941
shares
|
$296,041
0.04% of portfolio
|
Q3 2022
Added 1.69%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
2,938
shares
|
$295,739
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
2,929
shares
|
$294,833
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,922
shares
|
$294,128
0.0% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
2,921
shares
|
$294,027
0.05% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,912
shares
|
$293,121
0.03% of portfolio
|
Q3 2022
Reduced 17.27%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,908
shares
|
$292,719
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,888
shares
|
$290,706
0.14% of portfolio
|
Q1 2023
Reduced 5.53%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,883
shares
|
$290,202
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
2,875
shares
|
$289,397
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
2,868
shares
|
$288,692
0.05% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
2,866
shares
|
$288,491
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
2,852
shares
|
$287,082
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,851
shares
|
$286,981
0.04% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,850
shares
|
$286,881
0.01% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
2,848
shares
|
$286,679
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$285,975
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
2,834
shares
|
$285,270
0.07% of portfolio
|
Q2 2024
Reduced 91.73%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
2,815
shares
|
$283,357
0.08% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
2,800
shares
|
$281,848
0.11% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$281,848
0.06% of portfolio
|
Q3 2024
New holding
|