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 |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
2,600
shares
|
$284,076
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
2,596
shares
|
$283,638
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
2,586
shares
|
$282,546
0.03% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
2,586
shares
|
$282,546
0.06% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
2,582
shares
|
$282,109
0.01% of portfolio
|
Q2 2025
Reduced 69.2%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
2,576
shares
|
$281,453
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
2,572
shares
|
$281,016
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jul 14, 2025 Q2 2025 |
2,570
shares
|
$280,798
0.03% of portfolio
|
Q1 2025
Added 18.43%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
2,569
shares
|
$280,688
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
2,565
shares
|
$280,251
0.06% of portfolio
|
Q4 2022
Reduced 1.84%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
2,565
shares
|
$280,251
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
2,561
shares
|
$279,814
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
2,559
shares
|
$279,596
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
2,553
shares
|
$278,940
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
2,542
shares
|
$277,738
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
2,539
shares
|
$277,411
0.08% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,531
shares
|
$276,537
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,519
shares
|
$275,225
0.05% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,511
shares
|
$274,351
0.0% of portfolio
|
Q2 2025
Reduced 26.98%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,503
shares
|
$273,477
0.08% of portfolio
|
Q2 2025
Added 1091.9%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
2,490
shares
|
$272,057
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
2,477
shares
|
$270,637
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
2,472
shares
|
$270,090
0.01% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
2,471
shares
|
$269,981
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
2,466
shares
|
$269,435
0.04% of portfolio
|
Q2 2025
Reduced 0.56%
|