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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
480
shares
|
$50,976
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
475
shares
|
$50,445
0.0% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
450
shares
|
$47,790
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
432
shares
|
$45,878
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
430
shares
|
$45,666
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
423
shares
|
$44,922
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
412
shares
|
$43,754
0.01% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
403
shares
|
$42,798
0.03% of portfolio
|
Q4 2024
Reduced 38.57%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
400
shares
|
$42,480
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
398
shares
|
$42,267
0.02% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
May 12, 2025 Q1 2025 |
398
shares
|
$42,267
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$40,143
0.03% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
378
shares
|
$40,143
0.01% of portfolio
|
Q1 2025
Added 2420.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
372
shares
|
$39,506
0.02% of portfolio
|
Q2 2025
Added 151.35%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
372
shares
|
$39,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
372
shares
|
$39,506
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
363
shares
|
$38,550
0.01% of portfolio
|
Q3 2023
Added 8.68%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
359
shares
|
$38,125
0.0% of portfolio
|
Q4 2024
Reduced 65.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
354
shares
|
$37,594
0.0% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
343
shares
|
$36,426
0.02% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
341
shares
|
$36,214
0.0% of portfolio
|
Q1 2025
Added 19.23%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
338
shares
|
$35,895
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
335
shares
|
$35,577
0.01% of portfolio
|
Q1 2025
Added 12.79%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
333
shares
|
$35,364
0.0% of portfolio
|
Q3 2023
Reduced 10.24%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
328
shares
|
$34,833
0.0% of portfolio
|
Q4 2022
Added 100.0%
|