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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,781
shares
|
$304,630
0.03% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
2,770
shares
|
$303,425
0.02% of portfolio
|
Q3 2022
Added 7.28%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
2,766
shares
|
$302,987
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,758
shares
|
$302,111
0.2% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
2,757
shares
|
$302,001
0.03% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
2,751
shares
|
$301,344
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
2,746
shares
|
$300,796
0.23% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
2,745
shares
|
$300,687
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
2,733
shares
|
$299,372
0.14% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
2,731
shares
|
$299,153
0.07% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
2,729
shares
|
$298,934
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,725
shares
|
$298,496
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
2,721
shares
|
$298,058
0.03% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
2,708
shares
|
$296,634
0.05% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,700
shares
|
$295,758
0.05% of portfolio
|
Q2 2022
Reduced 2.63%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,698
shares
|
$295,538
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,692
shares
|
$294,881
0.01% of portfolio
|
Q1 2025
Added 20.45%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
2,686
shares
|
$294,224
0.03% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
2,686
shares
|
$294,224
0.05% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
2,674
shares
|
$292,909
0.22% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
2,671
shares
|
$292,581
0.06% of portfolio
|
Q1 2025
Added 71.33%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,670
shares
|
$292,471
0.04% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,655
shares
|
$290,828
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,649
shares
|
$290,171
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,648
shares
|
$290,061
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|