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 |
|---|---|---|---|---|---|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
2,330
shares
|
$254,575
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
2,318
shares
|
$253,264
0.09% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,310
shares
|
$252,390
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
2,307
shares
|
$252,062
0.04% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
2,307
shares
|
$252,062
0.16% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 11, 2025 Q2 2025 |
2,303
shares
|
$251,625
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,303
shares
|
$251,625
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
2,302
shares
|
$251,516
0.14% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
2,300
shares
|
$251,298
0.08% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$251,298
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
2,300
shares
|
$251,298
0.06% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,299
shares
|
$251,188
0.01% of portfolio
|
Q2 2025
Added 32.35%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,289
shares
|
$250,096
0.07% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$247,146
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,262
shares
|
$247,146
0.02% of portfolio
|
Q2 2023
Reduced 15.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,258
shares
|
$246,709
0.01% of portfolio
|
Q2 2025
Reduced 64.26%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,246
shares
|
$245,397
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
2,245
shares
|
$245,288
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,236
shares
|
$244,305
0.13% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,232
shares
|
$243,868
0.02% of portfolio
|
Q2 2022
Added 0.54%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,232
shares
|
$243,868
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
2,231
shares
|
$243,759
0.33% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,203
shares
|
$240,699
0.0% of portfolio
|
Q2 2025
Added 32.47%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
2,202
shares
|
$240,590
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
2,202
shares
|
$240,590
0.06% of portfolio
|
Q2 2025
Reduced 3.59%
|