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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
900
shares
|
$98,334
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
877
shares
|
$95,821
0.0% of portfolio
|
Q2 2025
Added 66.41%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
877
shares
|
$95,821
0.03% of portfolio
|
Q2 2025
Reduced 26.55%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
870
shares
|
$95,056
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
867
shares
|
$94,728
0.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Boit C F David
Boston, MA |
Jul 30, 2025 Q2 2025 |
867
shares
|
$94,728
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
859
shares
|
$93,854
0.01% of portfolio
|
Q2 2023
Reduced 32.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
859
shares
|
$93,854
0.06% of portfolio
|
Q2 2022
Reduced 36.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
857
shares
|
$93,635
0.03% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
840
shares
|
$91,778
0.05% of portfolio
|
Q2 2025
Added 13.51%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
830
shares
|
$90,685
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
826
shares
|
$90,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
826
shares
|
$90,248
0.03% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
809
shares
|
$88,391
0.01% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
804
shares
|
$87,845
0.01% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
800
shares
|
$87,408
0.01% of portfolio
|
Q3 2024
Reduced 70.37%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
781
shares
|
$85,332
0.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
757
shares
|
$82,709
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
756
shares
|
$82,600
0.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
742
shares
|
$81,070
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
740
shares
|
$80,852
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
739
shares
|
$80,743
0.0% of portfolio
|
Q2 2025
Added 18.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
731
shares
|
$79,869
0.01% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
694
shares
|
$75,826
0.04% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
690
shares
|
$75,389
0.02% of portfolio
|
Q2 2025
Reduced 25.97%
|