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 1,222 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $25.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
398
shares
|
$40,062
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
379
shares
|
$38,150
0.02% of portfolio
|
Q3 2024
Added 34.4%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
372
shares
|
$37,445
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
363
shares
|
$36,539
0.01% of portfolio
|
Q3 2023
Added 8.68%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
354
shares
|
$35,633
0.0% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
343
shares
|
$34,526
0.02% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
338
shares
|
$34,023
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
333
shares
|
$33,519
0.0% of portfolio
|
Q3 2023
Reduced 10.24%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
328
shares
|
$33,016
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
326
shares
|
$32,815
0.01% of portfolio
|
Q1 2020
Reduced 13.07%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
311
shares
|
$31,305
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
305
shares
|
$30,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
293
shares
|
$29,493
0.01% of portfolio
|
Q2 2023
Added 5.4%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
290
shares
|
$29,191
0.0% of portfolio
|
Q2 2020
Reduced 84.54%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
279
shares
|
$28,084
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
276
shares
|
$27,782
0.0% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
271
shares
|
$27,278
0.0% of portfolio
|
Q3 2024
Reduced 25.34%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
268
shares
|
$26,976
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
264
shares
|
$26,574
0.0% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
259
shares
|
$26,070
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
250
shares
|
$25,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
245
shares
|
$24,661
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
245
shares
|
$24,661
0.0% of portfolio
|
Q3 2024
Added 18.93%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
240
shares
|
$24,158
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
230
shares
|
$23,151
0.01% of portfolio
|
Q2 2024
Reduced 71.29%
|