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 |
|---|---|---|---|---|---|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
2,200
shares
|
$240,372
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
2,197
shares
|
$240,044
0.04% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,194
shares
|
$239,716
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
2,193
shares
|
$239,607
0.05% of portfolio
|
Q1 2025
Reduced 35.42%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,186
shares
|
$238,842
0.02% of portfolio
|
Q2 2025
Added 541.06%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
2,186
shares
|
$238,842
0.02% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
2,179
shares
|
$238,077
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,177
shares
|
$237,859
0.11% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
2,177
shares
|
$237,859
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
2,170
shares
|
$237,094
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,167
shares
|
$236,766
0.01% of portfolio
|
Q4 2022
Reduced 11.04%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,160
shares
|
$236,001
0.03% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
2,157
shares
|
$235,673
0.25% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
2,144
shares
|
$234,253
0.04% of portfolio
|
Q2 2025
Reduced 13.62%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,143
shares
|
$234,144
0.01% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,137
shares
|
$233,488
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
2,133
shares
|
$233,051
0.34% of portfolio
|
Q2 2025
Reduced 47.98%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
2,123
shares
|
$231,958
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
2,119
shares
|
$231,521
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
2,095
shares
|
$228,899
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
2,082
shares
|
$227,479
0.13% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,079
shares
|
$227,151
0.04% of portfolio
|
Q1 2025
Reduced 78.15%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
2,078
shares
|
$227,042
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,076
shares
|
$226,823
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
2,075
shares
|
$226,714
0.06% of portfolio
|
Q2 2025
Reduced 7.94%
|