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 |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,618
shares
|
$395,302
0.04% of portfolio
|
Q2 2025
Reduced 42.53%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,557
shares
|
$388,637
0.06% of portfolio
|
Q3 2023
Reduced 28.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,522
shares
|
$384,813
0.01% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
3,518
shares
|
$384,376
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
3,517
shares
|
$384,267
0.02% of portfolio
|
Q2 2025
Reduced 79.98%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
3,516
shares
|
$384,158
0.01% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
3,500
shares
|
$382,410
0.14% of portfolio
|
Q1 2021
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
3,498
shares
|
$382,191
0.36% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
3,475
shares
|
$379,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
3,469
shares
|
$379,022
0.05% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
3,464
shares
|
$378,476
0.07% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
3,461
shares
|
$378,148
0.02% of portfolio
|
Q2 2025
Reduced 82.51%
|
|
|
Lmr Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
3,455
shares
|
$377,493
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
3,454
shares
|
$377,384
0.02% of portfolio
|
Q2 2025
Reduced 7.75%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
3,452
shares
|
$377,165
0.11% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
3,450
shares
|
$376,947
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
3,424
shares
|
$374,106
0.04% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,420
shares
|
$373,669
0.03% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
3,376
shares
|
$368,861
0.18% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,374
shares
|
$368,643
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
3,345
shares
|
$365,474
0.07% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
3,335
shares
|
$364,382
0.06% of portfolio
|
Q2 2022
Reduced 0.89%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
3,307
shares
|
$361,322
0.0% of portfolio
|
Q2 2025
Reduced 36.1%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
3,294
shares
|
$359,902
0.28% of portfolio
|
Q2 2025
Reduced 34.3%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
3,286
shares
|
$359,028
0.13% of portfolio
|
Q4 2022
Reduced 21.98%
|