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 |
|---|---|---|---|---|---|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
2,047
shares
|
$223,655
0.12% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
2,042
shares
|
$223,108
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
2,040
shares
|
$222,890
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
2,033
shares
|
$222,125
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,033
shares
|
$222,125
0.0% of portfolio
|
Q2 2025
Reduced 85.29%
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,015
shares
|
$220,158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,001
shares
|
$218,629
0.12% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,000
shares
|
$218,520
0.02% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
1,999
shares
|
$218,410
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
1,993
shares
|
$217,755
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
1,992
shares
|
$217,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,989
shares
|
$217,318
0.06% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,982
shares
|
$216,553
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,977
shares
|
$216,007
0.04% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,968
shares
|
$215,023
0.01% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,954
shares
|
$213,494
0.04% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
1,952
shares
|
$213,275
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
1,952
shares
|
$213,275
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,943
shares
|
$212,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,941
shares
|
$212,073
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,919
shares
|
$209,669
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,806
shares
|
$197,323
0.13% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,797
shares
|
$196,340
0.02% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,794
shares
|
$196,012
0.0% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,782
shares
|
$194,701
0.18% of portfolio
|
Q3 2022
New holding
|