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 1,222 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $25.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
13
shares
|
$1,290
0.0% of portfolio
|
Q1 2024
Reduced 97.07%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
11
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
11
shares
|
$1,091
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
11
shares
|
$1,091
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10
shares
|
$992
0.0% of portfolio
|
Q2 2022
Reduced 86.67%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
10
shares
|
$992
0.0% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10
shares
|
$992
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
9
shares
|
$893
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
8
shares
|
$794
0.0% of portfolio
|
Q2 2024
Reduced 97.55%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8
shares
|
$794
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8
shares
|
$794
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
7
shares
|
$694
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
6
shares
|
$595
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
6
shares
|
$595
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$595
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6
shares
|
$595
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$496
0.0% of portfolio
|
Q1 2024
Reduced 95.0%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5
shares
|
$496
0.0% of portfolio
|
Q3 2024
Reduced 99.98%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
4
shares
|
$397
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4
shares
|
$397
0.0% of portfolio
|
Q1 2024
Reduced 92.98%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
3
shares
|
$297
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1
shares
|
$99
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$99
0.0% of portfolio
|
Q1 2023
Reduced 75.0%
|