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 |
|---|---|---|---|---|---|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
2,790
shares
|
$280,841
0.08% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,788
shares
|
$280,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,788
shares
|
$280,640
0.01% of portfolio
|
Q3 2024
Added 288.74%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
2,786
shares
|
$280,438
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,777
shares
|
$279,532
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,775
shares
|
$279,331
0.05% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
2,770
shares
|
$278,828
0.02% of portfolio
|
Q3 2022
Added 7.28%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,756
shares
|
$277,418
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
2,756
shares
|
$277,418
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
2,752
shares
|
$277,016
0.1% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
2,745
shares
|
$276,311
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,745
shares
|
$276,311
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
2,731
shares
|
$274,902
0.38% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
2,728
shares
|
$274,600
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
2,726
shares
|
$274,399
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,725
shares
|
$274,298
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
2,720
shares
|
$273,795
0.12% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
2,719
shares
|
$273,694
0.03% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
2,717
shares
|
$273,493
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
2,707
shares
|
$272,486
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,700
shares
|
$271,782
0.05% of portfolio
|
Q2 2022
Reduced 2.63%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
2,692
shares
|
$270,976
0.04% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$270,272
0.05% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
2,684
shares
|
$270,171
0.01% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
2,684
shares
|
$270,171
0.06% of portfolio
|
Q3 2024
Added 2.99%
|