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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,674
shares
|
$269,164
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,670
shares
|
$268,762
0.06% of portfolio
|
Q1 2022
New holding
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$267,453
0.19% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,655
shares
|
$267,252
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
2,637
shares
|
$265,440
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,628
shares
|
$264,534
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,617
shares
|
$263,427
0.48% of portfolio
|
Q1 2022
Added 1111.57%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,611
shares
|
$262,823
0.02% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,600
shares
|
$261,716
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
2,600
shares
|
$261,716
0.03% of portfolio
|
Q3 2024
Reduced 89.03%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
2,587
shares
|
$260,407
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
2,585
shares
|
$260,206
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2,580
shares
|
$259,702
0.05% of portfolio
|
Q2 2024
Added 1.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,567
shares
|
$258,394
0.02% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,565
shares
|
$258,192
0.06% of portfolio
|
Q4 2022
Reduced 1.84%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
2,565
shares
|
$258,192
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 28, 2024 Q3 2024 |
2,542
shares
|
$255,877
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,529
shares
|
$254,569
0.01% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
2,525
shares
|
$254,166
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,518
shares
|
$253,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,518
shares
|
$253,461
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,512
shares
|
$252,857
0.06% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
2,486
shares
|
$250,240
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
2,482
shares
|
$249,838
0.04% of portfolio
|
Q1 2024
Reduced 6.37%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
2,477
shares
|
$249,334
0.07% of portfolio
|
Q3 2024
New holding
|