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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,737
shares
|
$188,082
0.01% of portfolio
|
Q1 2025
Added 62.79%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,720
shares
|
$186,241
0.11% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,682
shares
|
$182,126
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,670
shares
|
$180,827
0.01% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,667
shares
|
$180,502
0.03% of portfolio
|
Q1 2025
Added 15.2%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,653
shares
|
$178,986
0.01% of portfolio
|
Q2 2025
Added 384.75%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,622
shares
|
$175,630
0.07% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,600
shares
|
$173,248
0.01% of portfolio
|
Q2 2025
Added 50.94%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,592
shares
|
$172,381
0.04% of portfolio
|
Q1 2018
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
1,586
shares
|
$171,732
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,528
shares
|
$165,451
0.03% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,434
shares
|
$155,273
0.01% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,390
shares
|
$150,509
0.01% of portfolio
|
Q1 2025
Added 2625.49%
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
1,380
shares
|
$149,426
0.0% of portfolio
|
Q4 2024
Reduced 95.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,353
shares
|
$146,502
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,338
shares
|
$144,878
0.05% of portfolio
|
Q2 2021
Reduced 98.93%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,325
shares
|
$143,471
0.02% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
1,313
shares
|
$142,171
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,256
shares
|
$135,999
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,253
shares
|
$135,674
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,241
shares
|
$134,375
0.04% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
1,211
shares
|
$131,127
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,194
shares
|
$129,286
0.01% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,194
shares
|
$129,286
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,188
shares
|
$128,636
0.01% of portfolio
|
Q2 2025
Added 26.79%
|