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 |
|---|---|---|---|---|---|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
2,985
shares
|
$326,141
0.19% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
2,983
shares
|
$325,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
2,983
shares
|
$325,922
0.27% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,982
shares
|
$325,813
0.09% of portfolio
|
Q3 2023
Reduced 10.5%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
2,981
shares
|
$325,704
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
2,968
shares
|
$324,283
0.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,968
shares
|
$324,283
0.29% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Aug 05, 2025 Q2 2025 |
2,957
shares
|
$323,081
0.24% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,956
shares
|
$322,972
0.04% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,956
shares
|
$322,972
0.03% of portfolio
|
Q2 2025
Reduced 46.64%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,956
shares
|
$322,972
0.02% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,950
shares
|
$322,317
0.06% of portfolio
|
Q2 2025
Added 50.9%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,941
shares
|
$321,333
0.04% of portfolio
|
Q3 2022
Added 1.69%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jul 22, 2025 Q2 2025 |
2,938
shares
|
$321,005
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
2,936
shares
|
$320,787
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
2,929
shares
|
$320,022
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
2,926
shares
|
$319,694
0.02% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,915
shares
|
$318,492
0.06% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,912
shares
|
$318,165
0.03% of portfolio
|
Q3 2022
Reduced 17.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
2,906
shares
|
$317,509
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
2,900
shares
|
$316,854
0.06% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
2,896
shares
|
$316,416
0.03% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
2,895
shares
|
$316,307
0.02% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
2,890
shares
|
$315,761
0.03% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,888
shares
|
$315,542
0.17% of portfolio
|
Q1 2023
Reduced 5.53%
|