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 1,235 institutions that hold shares in the stock, with a total of 253 Million shares, which have been reported (via 13F filing form) to have a value of $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
62
shares
|
$6,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
62
shares
|
$6,077
0.0% of portfolio
|
Q4 2024
Added 82.35%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
59
shares
|
$5,783
0.0% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
59
shares
|
$5,783
0.0% of portfolio
|
Q2 2024
Added 59.46%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
58
shares
|
$5,685
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
55
shares
|
$5,391
0.0% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
55
shares
|
$5,391
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
53
shares
|
$5,195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$4,999
0.0% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
51
shares
|
$4,999
0.0% of portfolio
|
Q1 2024
Reduced 70.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
50
shares
|
$4,901
0.0% of portfolio
|
Q2 2024
Reduced 59.68%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
45
shares
|
$4,411
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,215
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
43
shares
|
$4,215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
41
shares
|
$4,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,921
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
36
shares
|
$3,529
0.0% of portfolio
|
Q4 2024
Added 44.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,333
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
34
shares
|
$3,333
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
34
shares
|
$3,333
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
34
shares
|
$3,333
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
32
shares
|
$3,136
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
32
shares
|
$3,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
29
shares
|
$2,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
29
shares
|
$2,842
0.0% of portfolio
|
Q4 2024
Added 20.83%
|