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 |
|---|---|---|---|---|---|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
867
shares
|
$93,878
0.03% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
867
shares
|
$93,878
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
859
shares
|
$93,012
0.01% of portfolio
|
Q2 2023
Reduced 32.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
859
shares
|
$93,012
0.06% of portfolio
|
Q2 2022
Reduced 36.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
857
shares
|
$92,795
0.03% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
826
shares
|
$89,439
0.03% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
809
shares
|
$87,598
0.01% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
804
shares
|
$87,057
0.01% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
800
shares
|
$86,624
0.02% of portfolio
|
Q3 2024
Reduced 70.37%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
781
shares
|
$84,566
0.0% of portfolio
|
Q1 2025
Added 32.37%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
777
shares
|
$84,133
0.01% of portfolio
|
Q3 2024
Added 20.65%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
757
shares
|
$81,967
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
756
shares
|
$81,859
0.01% of portfolio
|
Q2 2025
Reduced 11.68%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
744
shares
|
$80,560
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
740
shares
|
$80,127
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
740
shares
|
$80,127
0.05% of portfolio
|
Q2 2024
Added 13.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
731
shares
|
$79,152
0.01% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
714
shares
|
$77,311
0.0% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
690
shares
|
$74,713
0.02% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
685
shares
|
$74,171
0.05% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
684
shares
|
$74,063
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
666
shares
|
$72,114
0.01% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
632
shares
|
$68,432
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
625
shares
|
$67,675
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
613
shares
|
$66,375
0.0% of portfolio
|
Q2 2022
Added 53.25%
|