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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
80
shares
|
$8,496
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
80
shares
|
$8,496
0.0% of portfolio
|
Q4 2024
Reduced 35.48%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
79
shares
|
$8,389
0.0% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
79
shares
|
$8,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
77
shares
|
$8,177
0.0% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
76
shares
|
$8,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
72
shares
|
$7,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
71
shares
|
$7,540
0.0% of portfolio
|
Q1 2025
Reduced 79.24%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
68
shares
|
$7,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$7,115
0.0% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
67
shares
|
$7,115
0.0% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
67
shares
|
$7,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
64
shares
|
$6,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
63
shares
|
$6,690
0.0% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
62
shares
|
$6,584
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
62
shares
|
$6,584
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
61
shares
|
$6,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
59
shares
|
$6,265
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
56
shares
|
$5,947
0.0% of portfolio
|
Q1 2025
Added 460.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
55
shares
|
$5,841
0.0% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
55
shares
|
$5,841
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
53
shares
|
$5,628
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
50
shares
|
$5,310
0.0% of portfolio
|
Q2 2024
Reduced 59.68%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$4,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
45
shares
|
$4,779
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|