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 |
|---|---|---|---|---|---|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,282
shares
|
$358,591
0.01% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
3,244
shares
|
$354,439
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,210
shares
|
$350,724
0.02% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
3,209
shares
|
$350,615
0.01% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,187
shares
|
$348,211
0.03% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
3,180
shares
|
$347,446
0.04% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,158
shares
|
$345,043
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,156
shares
|
$344,824
0.01% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
3,144
shares
|
$343,513
0.05% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
3,143
shares
|
$343,404
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,135
shares
|
$342,530
0.06% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
3,110
shares
|
$339,798
0.15% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,102
shares
|
$338,924
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,092
shares
|
$337,831
0.03% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
3,075
shares
|
$335,974
0.18% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,070
shares
|
$335,428
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,059
shares
|
$334,226
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,045
shares
|
$332,696
0.02% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
3,045
shares
|
$332,696
0.03% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
3,021
shares
|
$330,074
0.02% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,000
shares
|
$327,780
0.12% of portfolio
|
Q3 2022
Added 4.35%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,997
shares
|
$327,452
0.41% of portfolio
|
Q2 2022
Added 1.9%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
2,995
shares
|
$327,233
0.02% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,994
shares
|
$327,124
0.06% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,993
shares
|
$327,015
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|