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 |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
328
shares
|
$34,833
0.01% of portfolio
|
Q2 2025
Added 65.66%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
326
shares
|
$34,621
0.02% of portfolio
|
Q1 2020
Reduced 13.07%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
319
shares
|
$33,877
0.03% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
300
shares
|
$31,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
293
shares
|
$31,116
0.01% of portfolio
|
Q2 2023
Added 5.4%
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
290
shares
|
$30,798
0.0% of portfolio
|
Q2 2020
Reduced 84.54%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
284
shares
|
$30,160
0.02% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
268
shares
|
$28,461
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
261
shares
|
$27,718
0.0% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
261
shares
|
$27,718
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
257
shares
|
$27,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
256
shares
|
$27,187
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
252
shares
|
$26,762
0.01% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$26,550
0.0% of portfolio
|
Q2 2025
Added 52.44%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
240
shares
|
$25,488
0.02% of portfolio
|
Q1 2025
Added 21.21%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
240
shares
|
$25,488
0.01% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
233
shares
|
$24,744
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
228
shares
|
$24,213
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
225
shares
|
$23,895
0.01% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
214
shares
|
$22,726
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
212
shares
|
$22,514
0.02% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
211
shares
|
$22,408
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$21,240
0.0% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
200
shares
|
$21,240
0.0% of portfolio
|
Q1 2025
Added 14.94%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$21,240
0.01% of portfolio
|
Q3 2017
New holding
|