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 1,290 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
2,294
shares
|
$236,213
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,290
shares
|
$235,801
0.04% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
2,272
shares
|
$233,947
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
2,271
shares
|
$233,844
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$232,918
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$232,918
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,252
shares
|
$231,888
0.09% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,249
shares
|
$231,579
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
2,240
shares
|
$230,652
0.38% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,235
shares
|
$230,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,232
shares
|
$229,829
0.02% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Ariston Services Group
San Diego, CA |
Feb 06, 2025 Q4 2024 |
2,223
shares
|
$228,902
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,220
shares
|
$228,593
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
2,208
shares
|
$227,357
0.4% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
2,202
shares
|
$226,739
0.05% of portfolio
|
Q4 2023
Reduced 3.59%
|
|
|
Capital Management Corp
|
Feb 07, 2025 Q4 2024 |
2,200
shares
|
$226,534
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
2,198
shares
|
$226,328
0.05% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
2,198
shares
|
$226,328
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,194
shares
|
$225,916
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
2,182
shares
|
$224,680
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
2,177
shares
|
$224,165
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,174
shares
|
$223,856
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
2,170
shares
|
$223,444
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
2,170
shares
|
$223,444
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,167
shares
|
$223,135
0.01% of portfolio
|
Q4 2022
Reduced 11.04%
|