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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
45
shares
|
$4,779
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
44
shares
|
$4,672
0.0% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
40
shares
|
$4,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
40
shares
|
$4,248
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,610
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
34
shares
|
$3,610
0.0% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
34
shares
|
$3,610
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
34
shares
|
$3,610
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
34
shares
|
$3,610
0.0% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$3,610
0.0% of portfolio
|
Q4 2024
Reduced 76.39%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
34
shares
|
$3,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
32
shares
|
$3,398
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
31
shares
|
$3,292
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
29
shares
|
$3,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
29
shares
|
$3,079
0.0% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
27
shares
|
$2,867
0.0% of portfolio
|
Q2 2024
Reduced 55.74%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
27
shares
|
$2,867
0.0% of portfolio
|
Q4 2024
Reduced 71.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
27
shares
|
$2,867
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
26
shares
|
$2,761
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
25
shares
|
$2,655
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
25
shares
|
$2,655
0.0% of portfolio
|
Q4 2024
Reduced 96.77%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$2,655
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
24
shares
|
$2,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
23
shares
|
$2,442
0.0% of portfolio
|
Q1 2025
Reduced 95.15%
|