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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
62
shares
|
$6,774
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
62
shares
|
$6,774
0.0% of portfolio
|
Q4 2024
Reduced 68.04%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
61
shares
|
$6,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
60
shares
|
$6,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
59
shares
|
$6,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
57
shares
|
$6,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
56
shares
|
$6,118
0.0% of portfolio
|
Q2 2025
Added 154.55%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
55
shares
|
$6,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
55
shares
|
$6,009
0.0% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
54
shares
|
$5,900
0.0% of portfolio
|
Q2 2025
Added 575.0%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
53
shares
|
$5,790
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
51
shares
|
$5,572
0.0% of portfolio
|
Q2 2025
Reduced 96.33%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
50
shares
|
$5,463
0.0% of portfolio
|
Q2 2024
Reduced 59.68%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
47
shares
|
$5,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
47
shares
|
$5,135
0.0% of portfolio
|
Q2 2025
Reduced 16.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
45
shares
|
$4,916
0.0% of portfolio
|
Q4 2024
Reduced 60.87%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
45
shares
|
$4,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
44
shares
|
$4,807
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,698
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
40
shares
|
$4,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
40
shares
|
$4,370
0.0% of portfolio
|
Q2 2025
Reduced 71.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
40
shares
|
$4,370
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
36
shares
|
$3,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
34
shares
|
$3,714
0.0% of portfolio
|
Q4 2022
New holding
|