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 1,389 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $29.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,175
shares
|
$347,789
0.02% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,156
shares
|
$345,708
0.01% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
3,135
shares
|
$343,407
0.06% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
3,130
shares
|
$342,860
0.0% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
3,126
shares
|
$342,422
0.06% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
3,110
shares
|
$340,669
0.15% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,102
shares
|
$339,793
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,092
shares
|
$338,697
0.03% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,089
shares
|
$338,369
0.02% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,084
shares
|
$337,821
0.03% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jul 23, 2025 Q2 2025 |
3,075
shares
|
$336,835
0.18% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,070
shares
|
$336,287
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
3,045
shares
|
$333,549
0.04% of portfolio
|
Q1 2025
Reduced 3.97%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
3,010
shares
|
$329,715
0.06% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,000
shares
|
$328,620
0.12% of portfolio
|
Q3 2022
Added 4.35%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,997
shares
|
$328,291
0.41% of portfolio
|
Q2 2022
Added 1.9%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
2,994
shares
|
$327,962
0.03% of portfolio
|
Q1 2025
Added 13.93%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
2,994
shares
|
$327,962
0.01% of portfolio
|
Q1 2025
Added 45.41%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,993
shares
|
$327,853
0.06% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
2,985
shares
|
$326,976
0.19% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,983
shares
|
$326,757
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
2,983
shares
|
$326,757
0.27% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,982
shares
|
$326,648
0.09% of portfolio
|
Q3 2023
Reduced 10.5%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
2,981
shares
|
$326,538
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
2,975
shares
|
$325,881
0.04% of portfolio
|
Q1 2025
New holding
|