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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
96
shares
|
$10,488
0.0% of portfolio
|
Q2 2025
Reduced 46.96%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
94
shares
|
$10,270
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
90
shares
|
$9,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
90
shares
|
$9,833
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
89
shares
|
$9,724
0.0% of portfolio
|
Q2 2024
Reduced 83.85%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
86
shares
|
$9,396
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
85
shares
|
$9,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
83
shares
|
$9,068
0.0% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
82
shares
|
$8,959
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
82
shares
|
$8,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
81
shares
|
$8,850
0.01% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
80
shares
|
$8,740
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
80
shares
|
$8,740
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
80
shares
|
$8,740
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
79
shares
|
$8,631
0.0% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
79
shares
|
$8,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
74
shares
|
$8,085
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
71
shares
|
$7,757
0.0% of portfolio
|
Q1 2025
Reduced 79.24%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
68
shares
|
$7,429
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
68
shares
|
$7,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
67
shares
|
$7,320
0.0% of portfolio
|
Q3 2023
Added 1.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
67
shares
|
$7,320
0.0% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
67
shares
|
$7,320
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
64
shares
|
$6,992
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
62
shares
|
$6,774
0.0% of portfolio
|
Q2 2025
New holding
|