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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
2,970
shares
|
$325,333
0.07% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,968
shares
|
$325,114
0.29% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
2,956
shares
|
$323,800
0.04% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
2,950
shares
|
$323,143
0.06% of portfolio
|
Q2 2025
Added 50.9%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,947
shares
|
$322,814
0.01% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,941
shares
|
$322,157
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
|
$321,828
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
2,932
shares
|
$321,171
0.28% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
2,929
shares
|
$320,842
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
2,918
shares
|
$319,637
0.13% of portfolio
|
Q1 2025
Added 25.61%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
2,912
shares
|
$318,980
0.03% of portfolio
|
Q3 2022
Reduced 17.27%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
2,906
shares
|
$318,323
0.02% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,891
shares
|
$316,680
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
2,888
shares
|
$316,351
0.17% of portfolio
|
Q1 2023
Reduced 5.53%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,875
shares
|
$314,927
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
2,868
shares
|
$314,160
0.08% of portfolio
|
Q4 2024
Reduced 19.82%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
2,866
shares
|
$313,941
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,850
shares
|
$312,189
0.01% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
2,848
shares
|
$311,969
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,841
shares
|
$311,203
0.0% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
2,839
shares
|
$310,984
0.02% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
2,827
shares
|
$309,669
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,813
shares
|
$308,136
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,804
shares
|
$307,150
0.01% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
2,792
shares
|
$305,835
0.08% of portfolio
|
Q1 2025
Added 0.07%
|