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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,472
shares
|
$248,831
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
2,457
shares
|
$247,321
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,455
shares
|
$247,120
0.01% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,443
shares
|
$245,912
0.04% of portfolio
|
Q4 2021
Added 1.45%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
2,441
shares
|
$245,711
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
2,411
shares
|
$242,691
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,409
shares
|
$242,489
0.05% of portfolio
|
Q1 2023
Reduced 10.94%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,407
shares
|
$242,288
0.03% of portfolio
|
Q3 2022
Reduced 35.73%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,385
shares
|
$240,074
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
2,377
shares
|
$239,268
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
2,365
shares
|
$238,060
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 21, 2024 Q3 2024 |
2,360
shares
|
$237,557
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
2,352
shares
|
$236,752
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
2,350
shares
|
$236,551
0.06% of portfolio
|
Q3 2021
Added 14.63%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,326
shares
|
$234,135
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
2,310
shares
|
$232,524
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
2,300
shares
|
$231,518
0.09% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,297
shares
|
$231,216
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,282
shares
|
$229,706
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,271
shares
|
$228,598
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$227,692
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$227,692
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
2,259
shares
|
$227,390
0.02% of portfolio
|
Q3 2024
Reduced 18.89%
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,255
shares
|
$226,988
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
2,249
shares
|
$226,384
0.1% of portfolio
|
Q3 2024
New holding
|