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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,763
shares
|
$192,625
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
1,762
shares
|
$192,516
0.02% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,750
shares
|
$191,205
0.0% of portfolio
|
Q3 2022
Added 3.67%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
1,726
shares
|
$188,582
0.1% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
1,666
shares
|
$182,027
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,653
shares
|
$180,606
0.01% of portfolio
|
Q2 2025
Added 384.75%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
1,647
shares
|
$179,951
0.06% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,623
shares
|
$177,328
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,600
shares
|
$174,816
0.01% of portfolio
|
Q2 2025
Added 50.94%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
1,592
shares
|
$173,941
0.04% of portfolio
|
Q1 2018
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,538
shares
|
$168,041
0.02% of portfolio
|
Q2 2025
Added 16.08%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,430
shares
|
$156,241
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
1,380
shares
|
$150,778
0.0% of portfolio
|
Q4 2024
Reduced 95.68%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,353
shares
|
$147,828
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
1,338
shares
|
$146,189
0.04% of portfolio
|
Q2 2021
Reduced 98.93%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
1,313
shares
|
$143,458
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,276
shares
|
$139,415
0.0% of portfolio
|
Q2 2025
Added 63.38%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
1,274
shares
|
$139,197
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,222
shares
|
$133,515
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,188
shares
|
$129,800
0.01% of portfolio
|
Q2 2025
Added 26.79%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
1,188
shares
|
$129,800
0.15% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,188
shares
|
$129,800
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,173
shares
|
$128,161
0.01% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
1,171
shares
|
$127,943
0.01% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,154
shares
|
$126,086
0.0% of portfolio
|
Q2 2025
Added 30.84%
|