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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,188
shares
|
$128,636
0.04% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
1,155
shares
|
$125,063
0.17% of portfolio
|
Q1 2025
Added 83.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
1,128
shares
|
$122,139
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
1,059
shares
|
$114,668
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,056
shares
|
$114,343
0.0% of portfolio
|
Q3 2023
Reduced 3.21%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,054
shares
|
$114,127
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,032
shares
|
$111,744
0.0% of portfolio
|
Q2 2020
Added 43.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
1,018
shares
|
$110,229
0.0% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
994
shares
|
$107,630
0.01% of portfolio
|
Q1 2025
Added 1004.44%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
982
shares
|
$106,330
0.03% of portfolio
|
Q1 2021
Reduced 20.29%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
974
shares
|
$105,464
0.02% of portfolio
|
Q1 2025
Reduced 63.91%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
973
shares
|
$105,356
0.02% of portfolio
|
Q1 2025
Added 58.99%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
953
shares
|
$103,190
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
941
shares
|
$101,891
0.05% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
934
shares
|
$101,133
0.0% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
930
shares
|
$100,700
0.06% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
915
shares
|
$99,076
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
913
shares
|
$98,859
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
910
shares
|
$98,534
0.02% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
909
shares
|
$98,426
0.06% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
902
shares
|
$97,668
0.02% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
900
shares
|
$97,452
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
896
shares
|
$97,018
0.01% of portfolio
|
Q1 2025
Added 14833.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
892
shares
|
$96,585
0.0% of portfolio
|
Q1 2025
Reduced 15.77%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
882
shares
|
$95,502
0.0% of portfolio
|
Q1 2025
Added 220.73%
|