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 1,389 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
1,984
shares
|
$214,827
0.14% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,982
shares
|
$214,610
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,980
shares
|
$214,394
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,977
shares
|
$214,069
0.04% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
1,952
shares
|
$211,362
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,950
shares
|
$211,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
1,949
shares
|
$211,037
0.06% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,943
shares
|
$210,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,941
shares
|
$210,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,925
shares
|
$208,439
0.02% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,923
shares
|
$208,222
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
1,919
shares
|
$207,789
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
1,902
shares
|
$205,948
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
1,900
shares
|
$205,732
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
1,887
shares
|
$204,324
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
1,851
shares
|
$200,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
1,850
shares
|
$200,318
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
1,847
shares
|
$199,993
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
1,843
shares
|
$199,560
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
1,840
shares
|
$199,235
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,823
shares
|
$197,394
0.15% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,794
shares
|
$194,254
0.0% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,782
shares
|
$192,954
0.18% of portfolio
|
Q3 2022
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,763
shares
|
$190,897
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,750
shares
|
$189,490
0.0% of portfolio
|
Q3 2022
Added 3.67%
|