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 |
|---|---|---|---|---|---|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
2,729
shares
|
$298,170
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
2,725
shares
|
$297,733
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
2,721
shares
|
$297,296
0.03% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
2,720
shares
|
$297,187
0.1% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
2,703
shares
|
$295,329
0.19% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,702
shares
|
$295,220
0.01% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
2,700
shares
|
$295,002
0.05% of portfolio
|
Q2 2022
Reduced 2.63%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
2,698
shares
|
$294,783
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
2,693
shares
|
$294,237
0.12% of portfolio
|
Q2 2025
Reduced 46.83%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
2,692
shares
|
$294,127
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
2,678
shares
|
$292,598
0.0% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
2,672
shares
|
$291,942
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
2,671
shares
|
$291,833
0.06% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,670
shares
|
$291,724
0.03% of portfolio
|
Q1 2025
Reduced 8.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,662
shares
|
$290,850
0.02% of portfolio
|
Q2 2025
Reduced 75.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
2,655
shares
|
$290,085
0.0% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
2,654
shares
|
$289,976
0.04% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,649
shares
|
$289,429
0.06% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,648
shares
|
$289,320
0.01% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
2,632
shares
|
$287,572
0.01% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,630
shares
|
$287,353
0.04% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
2,617
shares
|
$285,933
0.48% of portfolio
|
Q1 2022
Added 1111.57%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
2,614
shares
|
$285,605
0.12% of portfolio
|
Q2 2025
Added 30.37%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,611
shares
|
$285,277
0.02% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,610
shares
|
$285,168
0.03% of portfolio
|
Q2 2025
Added 341.62%
|