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 $29.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
2,464
shares
|
$271,286
0.1% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
2,464
shares
|
$271,286
0.0% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
2,457
shares
|
$270,515
0.09% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
2,453
shares
|
$270,075
0.01% of portfolio
|
Q1 2025
Reduced 17.63%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
2,443
shares
|
$268,974
0.04% of portfolio
|
Q4 2021
Added 1.45%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
2,422
shares
|
$266,662
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
2,412
shares
|
$265,561
0.0% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,407
shares
|
$265,010
0.03% of portfolio
|
Q3 2022
Reduced 35.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,390
shares
|
$263,139
0.02% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
2,382
shares
|
$262,258
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Jul 23, 2025 Q2 2025 |
2,380
shares
|
$262,038
0.0% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
2,370
shares
|
$260,937
0.09% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,363
shares
|
$260,166
0.02% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
2,362
shares
|
$260,056
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,339
shares
|
$257,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,330
shares
|
$256,533
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,322
shares
|
$255,652
0.06% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
2,318
shares
|
$255,211
0.09% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
2,314
shares
|
$254,771
0.05% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,311
shares
|
$254,441
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
2,310
shares
|
$254,331
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,307
shares
|
$254,000
0.04% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
2,307
shares
|
$254,000
0.16% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,300
shares
|
$253,230
0.08% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
2,300
shares
|
$253,230
0.07% of portfolio
|
Q1 2025
Reduced 2.13%
|