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 1,290 institutions that hold shares in the stock, with a total of 264 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
10
shares
|
$1,029
0.0% of portfolio
|
Q4 2024
Added 11.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
10
shares
|
$1,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
8
shares
|
$823
0.0% of portfolio
|
Q2 2024
Reduced 97.55%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8
shares
|
$823
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8
shares
|
$823
0.0% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
6
shares
|
$617
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
6
shares
|
$617
0.0% of portfolio
|
Q1 2024
Added 20.0%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6
shares
|
$617
0.0% of portfolio
|
Q2 2022
Reduced 85.71%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
6
shares
|
$617
0.0% of portfolio
|
Q4 2024
Reduced 53.85%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5
shares
|
$514
0.0% of portfolio
|
Q1 2024
Reduced 95.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
5
shares
|
$514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
5
shares
|
$514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
4
shares
|
$411
0.0% of portfolio
|
Q1 2024
Reduced 92.98%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4
shares
|
$411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
3
shares
|
$308
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1
shares
|
$102
0.0% of portfolio
|
Q1 2023
New holding
|