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 1,391 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,289
shares
|
$252,018
0.07% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
2,289
shares
|
$252,018
0.02% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
2,284
shares
|
$251,468
0.07% of portfolio
|
Q1 2025
Reduced 12.22%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
2,282
shares
|
$251,248
0.16% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$249,046
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$249,046
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,262
shares
|
$249,046
0.02% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
2,258
shares
|
$248,605
0.13% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,246
shares
|
$247,284
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
2,245
shares
|
$247,174
0.04% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,245
shares
|
$247,174
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
2,244
shares
|
$247,064
0.0% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,236
shares
|
$246,183
0.13% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,232
shares
|
$245,743
0.02% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,231
shares
|
$245,633
0.33% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,230
shares
|
$245,523
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
2,223
shares
|
$244,752
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,203
shares
|
$242,550
0.0% of portfolio
|
Q2 2025
Added 32.47%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,202
shares
|
$242,440
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Capital Management Corp
|
May 05, 2025 Q1 2025 |
2,200
shares
|
$242,220
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
2,200
shares
|
$242,220
0.03% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,194
shares
|
$241,559
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
2,193
shares
|
$241,449
0.06% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
2,190
shares
|
$241,119
0.01% of portfolio
|
Q1 2025
New holding
|