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 1,391 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 $28.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
612
shares
|
$64,994
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
603
shares
|
$64,038
0.01% of portfolio
|
Q2 2025
Reduced 46.92%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
600
shares
|
$63,720
0.03% of portfolio
|
Q1 2024
Reduced 18.48%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
600
shares
|
$63,720
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
596
shares
|
$63,295
0.0% of portfolio
|
Q1 2025
Reduced 51.86%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
591
shares
|
$62,764
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
591
shares
|
$62,764
0.0% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
587
shares
|
$62,339
0.01% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
580
shares
|
$61,596
0.03% of portfolio
|
Q2 2023
Added 75.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
578
shares
|
$61,383
0.02% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
578
shares
|
$61,383
0.02% of portfolio
|
Q4 2023
Added 377.69%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
566
shares
|
$60,109
0.03% of portfolio
|
Q2 2022
Reduced 3.58%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
560
shares
|
$59,472
0.05% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
553
shares
|
$58,728
0.01% of portfolio
|
Q3 2020
Reduced 31.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
548
shares
|
$58,197
0.01% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
547
shares
|
$58,091
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
544
shares
|
$57,772
0.01% of portfolio
|
Q1 2025
Added 138.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
540
shares
|
$57,348
0.03% of portfolio
|
Q3 2023
Reduced 10.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
529
shares
|
$56,179
0.04% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$55,967
0.0% of portfolio
|
Q1 2025
Reduced 51.56%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
527
shares
|
$55,967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
524
shares
|
$55,648
0.03% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
505
shares
|
$53,631
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
488
shares
|
$51,825
0.03% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
483
shares
|
$51,294
0.02% of portfolio
|
Q4 2024
Reduced 10.39%
|