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 |
|---|---|---|---|---|---|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
115
shares
|
$12,213
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
114
shares
|
$12,106
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
114
shares
|
$12,106
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
112
shares
|
$11,894
0.0% of portfolio
|
Q1 2025
Reduced 93.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
112
shares
|
$11,894
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
111
shares
|
$11,788
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
107
shares
|
$11,363
0.0% of portfolio
|
Q4 2024
Reduced 99.61%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
107
shares
|
$11,363
0.0% of portfolio
|
Q4 2023
Reduced 76.59%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
106
shares
|
$11,257
0.0% of portfolio
|
Q3 2022
Added 73.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
106
shares
|
$11,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
105
shares
|
$11,151
0.01% of portfolio
|
Q4 2024
Reduced 22.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
102
shares
|
$10,832
0.0% of portfolio
|
Q3 2024
Reduced 74.37%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
101
shares
|
$10,726
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$10,620
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
99
shares
|
$10,513
0.01% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
97
shares
|
$10,301
0.0% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
93
shares
|
$9,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
91
shares
|
$9,664
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$9,558
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
89
shares
|
$9,451
0.0% of portfolio
|
Q2 2024
Reduced 83.85%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
86
shares
|
$9,133
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
85
shares
|
$9,027
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
84
shares
|
$8,920
0.0% of portfolio
|
Q1 2025
Added 1580.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
82
shares
|
$8,708
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
81
shares
|
$8,602
0.0% of portfolio
|
Q4 2024
Added 2.53%
|