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 1,409 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $29.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
333
shares
|
$36,383
0.0% of portfolio
|
Q3 2023
Reduced 10.24%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
328
shares
|
$35,837
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
328
shares
|
$35,837
0.01% of portfolio
|
Q2 2025
Added 65.66%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
326
shares
|
$35,618
0.02% of portfolio
|
Q1 2020
Reduced 13.07%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
315
shares
|
$34,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
305
shares
|
$33,324
0.0% of portfolio
|
Q2 2025
Added 60.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
300
shares
|
$32,778
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
293
shares
|
$32,013
0.01% of portfolio
|
Q2 2023
Added 5.4%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
290
shares
|
$31,685
0.0% of portfolio
|
Q2 2020
Reduced 84.54%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
287
shares
|
$31,357
0.02% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
278
shares
|
$30,374
0.01% of portfolio
|
Q2 2025
Added 265.79%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
268
shares
|
$29,281
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
265
shares
|
$28,953
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
262
shares
|
$28,626
0.01% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
262
shares
|
$28,626
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
261
shares
|
$28,516
0.0% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
256
shares
|
$27,970
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
252
shares
|
$27,533
0.01% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$27,315
0.0% of portfolio
|
Q2 2025
Added 52.44%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
246
shares
|
$26,877
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
245
shares
|
$26,768
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
244
shares
|
$26,659
0.01% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
242
shares
|
$26,440
0.0% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
240
shares
|
$26,222
0.01% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
233
shares
|
$25,457
0.01% of portfolio
|
Q1 2025
New holding
|