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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
228
shares
|
$22,950
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
228
shares
|
$22,950
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
225
shares
|
$22,648
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
210
shares
|
$21,138
0.01% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
210
shares
|
$21,138
0.01% of portfolio
|
Q3 2024
Added 162.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
202
shares
|
$20,333
0.0% of portfolio
|
Q3 2024
Added 26.25%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$20,132
0.0% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$20,132
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
194
shares
|
$19,528
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
194
shares
|
$19,528
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
193
shares
|
$19,427
0.01% of portfolio
|
Q3 2024
Added 3760.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
192
shares
|
$19,326
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
191
shares
|
$19,226
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
189
shares
|
$19,024
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
175
shares
|
$17,615
0.0% of portfolio
|
Q3 2024
Reduced 72.09%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
166
shares
|
$16,709
0.01% of portfolio
|
Q1 2024
Reduced 13.54%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
162
shares
|
$16,306
0.0% of portfolio
|
Q2 2024
Reduced 25.35%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$14,595
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
144
shares
|
$14,495
0.0% of portfolio
|
Q1 2022
Reduced 23.61%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
143
shares
|
$14,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
137
shares
|
$13,790
0.01% of portfolio
|
Q3 2024
Reduced 48.69%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
136
shares
|
$13,689
0.01% of portfolio
|
Q3 2024
Added 126.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
135
shares
|
$13,589
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
127
shares
|
$12,783
0.0% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
126
shares
|
$12,683
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|