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 |
|---|---|---|---|---|---|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
230
shares
|
$25,129
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
228
shares
|
$24,911
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
225
shares
|
$24,583
0.01% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
224
shares
|
$24,474
0.0% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
215
shares
|
$23,490
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
214
shares
|
$23,381
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
212
shares
|
$23,163
0.02% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
203
shares
|
$22,179
0.0% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
200
shares
|
$21,852
0.0% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
200
shares
|
$21,852
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
196
shares
|
$21,414
0.0% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
193
shares
|
$21,087
0.01% of portfolio
|
Q3 2024
Added 3760.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
192
shares
|
$20,977
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
190
shares
|
$20,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
184
shares
|
$20,103
0.01% of portfolio
|
Q2 2025
Added 61.4%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
180
shares
|
$19,666
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
166
shares
|
$18,137
0.01% of portfolio
|
Q1 2024
Reduced 13.54%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
154
shares
|
$16,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
148
shares
|
$16,170
0.0% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
146
shares
|
$15,951
0.0% of portfolio
|
Q2 2025
Added 29.2%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
145
shares
|
$15,842
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
140
shares
|
$15,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
139
shares
|
$15,187
0.0% of portfolio
|
Q2 2025
Added 308.82%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
137
shares
|
$14,968
0.01% of portfolio
|
Q3 2024
Reduced 48.69%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
136
shares
|
$14,859
0.0% of portfolio
|
Q2 2025
Added 76.62%
|