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 |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
34
shares
|
$3,714
0.0% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$3,714
0.0% of portfolio
|
Q4 2024
Reduced 76.39%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
34
shares
|
$3,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
32
shares
|
$3,496
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
31
shares
|
$3,387
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$3,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
29
shares
|
$3,168
0.0% of portfolio
|
Q2 2025
Added 123.08%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
27
shares
|
$2,950
0.0% of portfolio
|
Q2 2024
Reduced 55.74%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
27
shares
|
$2,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
27
shares
|
$2,950
0.0% of portfolio
|
Q2 2025
Reduced 99.68%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
26
shares
|
$2,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
25
shares
|
$2,731
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
24
shares
|
$2,622
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
21
shares
|
$2,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
21
shares
|
$2,294
0.0% of portfolio
|
Q1 2025
Reduced 66.13%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
20
shares
|
$2,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
20
shares
|
$2,185
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
19
shares
|
$2,075
0.0% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
18
shares
|
$1,966
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,966
0.0% of portfolio
|
Q2 2023
Reduced 78.82%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
18
shares
|
$1,966
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
17
shares
|
$1,857
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
16
shares
|
$1,748
0.0% of portfolio
|
Q4 2024
Reduced 56.76%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
15
shares
|
$1,638
0.0% of portfolio
|
Q2 2025
Added 87.5%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
15
shares
|
$1,638
0.0% of portfolio
|
Q4 2024
New holding
|