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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
136
shares
|
$14,859
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
135
shares
|
$14,750
0.0% of portfolio
|
Q2 2023
Added 1.5%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
135
shares
|
$14,750
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
128
shares
|
$13,985
0.01% of portfolio
|
Q2 2025
Reduced 92.59%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
126
shares
|
$13,766
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
124
shares
|
$13,548
0.0% of portfolio
|
Q4 2024
Added 110.17%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
120
shares
|
$13,111
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
117
shares
|
$12,783
0.01% of portfolio
|
Q2 2025
Added 333.33%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
116
shares
|
$12,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
115
shares
|
$12,564
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
115
shares
|
$12,564
0.0% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
114
shares
|
$12,455
0.0% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
112
shares
|
$12,237
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
109
shares
|
$11,909
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
109
shares
|
$11,909
0.0% of portfolio
|
Q2 2025
Added 36.25%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
107
shares
|
$11,690
0.0% of portfolio
|
Q4 2023
Reduced 76.59%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
106
shares
|
$11,581
0.0% of portfolio
|
Q3 2022
Added 73.77%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
105
shares
|
$11,472
0.01% of portfolio
|
Q4 2024
Reduced 22.79%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
102
shares
|
$11,144
0.0% of portfolio
|
Q3 2024
Reduced 74.37%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
101
shares
|
$11,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
100
shares
|
$10,926
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
100
shares
|
$10,926
0.0% of portfolio
|
Q2 2025
Reduced 36.71%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
99
shares
|
$10,816
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
99
shares
|
$10,816
0.01% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
97
shares
|
$10,598
0.0% of portfolio
|
Q1 2025
Added 4.3%
|