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 |
|---|---|---|---|---|---|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
684
shares
|
$74,733
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
682
shares
|
$74,515
0.0% of portfolio
|
Q2 2025
Reduced 93.16%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
666
shares
|
$72,767
0.01% of portfolio
|
Q1 2025
Reduced 13.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
639
shares
|
$69,817
0.02% of portfolio
|
Q2 2025
Added 32.3%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
632
shares
|
$69,052
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
613
shares
|
$66,976
0.0% of portfolio
|
Q2 2022
Added 53.25%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
612
shares
|
$66,867
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
603
shares
|
$65,883
0.01% of portfolio
|
Q2 2025
Reduced 46.92%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
600
shares
|
$65,556
0.03% of portfolio
|
Q1 2024
Reduced 18.48%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
600
shares
|
$65,556
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
591
shares
|
$64,572
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
590
shares
|
$64,463
0.0% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
587
shares
|
$64,135
0.01% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
580
shares
|
$63,370
0.03% of portfolio
|
Q2 2023
Added 75.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
578
shares
|
$63,152
0.02% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
578
shares
|
$63,152
0.02% of portfolio
|
Q4 2023
Added 377.69%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
564
shares
|
$61,622
0.0% of portfolio
|
Q2 2025
Added 925.45%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
564
shares
|
$61,622
0.03% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
560
shares
|
$61,185
0.05% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
554
shares
|
$60,530
0.0% of portfolio
|
Q2 2025
Added 56.5%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$60,420
0.01% of portfolio
|
Q3 2020
Reduced 31.9%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
553
shares
|
$60,420
0.01% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
547
shares
|
$59,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
529
shares
|
$57,798
0.04% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
524
shares
|
$57,252
0.03% of portfolio
|
Q2 2025
Reduced 99.04%
|