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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
1,128
shares
|
$123,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,119
shares
|
$122,261
0.0% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,104
shares
|
$120,623
0.0% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,070
shares
|
$116,908
0.01% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,062
shares
|
$116,034
0.0% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
1,059
shares
|
$115,706
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
1,059
shares
|
$115,706
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,056
shares
|
$115,378
0.0% of portfolio
|
Q3 2023
Reduced 3.21%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,054
shares
|
$115,160
0.02% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,032
shares
|
$112,756
0.0% of portfolio
|
Q2 2020
Added 43.74%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
1,018
shares
|
$111,226
0.0% of portfolio
|
Q1 2025
Reduced 18.49%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
994
shares
|
$108,604
0.01% of portfolio
|
Q1 2025
Added 1004.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
990
shares
|
$108,167
0.0% of portfolio
|
Q2 2025
Added 38.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
982
shares
|
$107,293
0.03% of portfolio
|
Q1 2021
Reduced 20.29%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
975
shares
|
$106,528
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
975
shares
|
$106,528
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
941
shares
|
$102,813
0.05% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
936
shares
|
$102,267
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
930
shares
|
$101,611
0.06% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
915
shares
|
$99,972
0.0% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
913
shares
|
$99,754
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
910
shares
|
$99,426
0.02% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
909
shares
|
$99,317
0.05% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
907
shares
|
$99,098
0.0% of portfolio
|
Q2 2025
Added 72.11%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
902
shares
|
$98,552
0.02% of portfolio
|
Q2 2025
Reduced 4.35%
|