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 1,460 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
53
shares
|
$5,881
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
50
shares
|
$5,548
0.0% of portfolio
|
Q2 2024
Reduced 59.68%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
50
shares
|
$5,548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
46
shares
|
$5,104
0.0% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
46
shares
|
$5,104
0.0% of portfolio
|
Q3 2025
Added 27.78%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
45
shares
|
$4,993
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
44
shares
|
$4,882
0.0% of portfolio
|
Q3 2025
Reduced 68.35%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
44
shares
|
$4,882
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
43
shares
|
$4,771
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
42
shares
|
$4,660
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
42
shares
|
$4,660
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
40
shares
|
$4,438
0.0% of portfolio
|
Q3 2024
Reduced 29.82%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
40
shares
|
$4,438
0.0% of portfolio
|
Q4 2025
Reduced 9.09%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
37
shares
|
$4,105
0.0% of portfolio
|
Q3 2025
Added 19.35%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,772
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
34
shares
|
$3,772
0.0% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
34
shares
|
$3,772
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
34
shares
|
$3,772
0.0% of portfolio
|
Q1 2025
Reduced 45.16%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$3,772
0.0% of portfolio
|
Q4 2024
Reduced 76.39%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
34
shares
|
$3,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
32
shares
|
$3,551
0.0% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
31
shares
|
$3,440
0.0% of portfolio
|
Q3 2025
Reduced 99.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
30
shares
|
$3,329
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$3,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
27
shares
|
$2,996
0.0% of portfolio
|
Q2 2024
Reduced 55.74%
|
|