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 |
|---|---|---|---|---|---|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
124
shares
|
$12,481
0.0% of portfolio
|
Q2 2024
Reduced 15.65%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
120
shares
|
$12,079
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
117
shares
|
$11,777
0.0% of portfolio
|
Q3 2024
Reduced 63.55%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
116
shares
|
$11,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
115
shares
|
$11,575
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
115
shares
|
$11,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
114
shares
|
$11,475
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
112
shares
|
$11,273
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
111
shares
|
$11,173
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
107
shares
|
$10,770
0.0% of portfolio
|
Q4 2023
Reduced 76.59%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
106
shares
|
$10,669
0.0% of portfolio
|
Q3 2022
Added 73.77%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
102
shares
|
$10,267
0.0% of portfolio
|
Q3 2024
Reduced 74.37%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$10,066
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
100
shares
|
$10,066
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
100
shares
|
$10,066
0.01% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
100
shares
|
$10,066
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
99
shares
|
$9,965
0.01% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
95
shares
|
$9,562
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$9,059
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
89
shares
|
$8,958
0.0% of portfolio
|
Q2 2024
Reduced 83.85%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
87
shares
|
$8,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
86
shares
|
$8,656
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
85
shares
|
$8,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
83
shares
|
$8,354
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
82
shares
|
$8,254
0.0% of portfolio
|
Q1 2021
New holding
|