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 |
|---|---|---|---|---|---|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
2,465
shares
|
$269,325
0.1% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,465
shares
|
$269,325
0.01% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,464
shares
|
$269,216
0.1% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
2,461
shares
|
$268,888
0.0% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
2,461
shares
|
$268,888
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
2,457
shares
|
$268,451
0.07% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
2,453
shares
|
$268,014
0.0% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
2,446
shares
|
$267,249
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,443
shares
|
$266,922
0.04% of portfolio
|
Q4 2021
Added 1.45%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,434
shares
|
$265,938
0.0% of portfolio
|
Q2 2025
Added 22.43%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,432
shares
|
$265,720
0.03% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,422
shares
|
$264,627
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
2,410
shares
|
$263,316
0.02% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,407
shares
|
$262,988
0.03% of portfolio
|
Q3 2022
Reduced 35.73%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
2,401
shares
|
$262,333
0.18% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,389
shares
|
$261,022
0.01% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
2,388
shares
|
$260,912
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,387
shares
|
$260,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
2,383
shares
|
$260,366
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jul 23, 2025 Q2 2025 |
2,380
shares
|
$260,038
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,375
shares
|
$259,492
0.0% of portfolio
|
Q2 2025
Reduced 63.58%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,369
shares
|
$258,836
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,363
shares
|
$258,181
0.02% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,340
shares
|
$255,668
0.04% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
2,339
shares
|
$255,559
0.01% of portfolio
|
Q2 2025
Added 6.8%
|