WEC · Company research
WEC Energy Group, Inc. (WEC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableEnergy
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 201560000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147248 | 14839653000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1766904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1453 | 169667 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| HighPoint Advisor Group LLC | 1616034 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11288 | 1318044 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 129267 | 15094508 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301882 | 35250761 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legal & General Group Plc | 764068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1298170 | 151587311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1792 | 209252 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44238 | 5165 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aaron Wealth Advisors LLC | 1812198 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5326 | 621917 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Madison Wealth Partners, Inc | 1844424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2981 | 348108 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Imprint Wealth LLC | 1972653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 1518 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 985 | 115018 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155920 | 18206778 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZWJ INVESTMENT COUNSEL INC | 842782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3739 | 436603 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6246 | 729345 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| United Capital Management of KS, Inc. | 1753219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42640 | 4979038 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 2103310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 193082 | 22546185 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Security National Bank | 1719739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17400 | 2031798 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15120 | 1765621 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BOKF, NA | 9634 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13843 | 1616447 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| GW&K Investment Management, LLC | 1082917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 720 | 84 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 532 | 62179 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Portside Wealth Group, LLC | 1978608 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7018 | 819492 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| EVOLVE PRIVATE WEALTH, LLC | 2111131 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3248 | 379277 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1958 | 226873 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ICW Investment Advisors LLC | 1794820 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15311 | 1787891 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4250 | 496273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050739 | 122694755 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12300 | 1436271 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 139 | 16231 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MidFirst Bank | 2077076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 506 | 59086 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ellenbecker Investment Group | 1731497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22262 | 2599588 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8767 | 1023781 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CWA Asset Management Group, LLC | 1667134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4650 | 542981 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MOGY JOEL R INVESTMENT COUNSEL INC | 1126735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15708 | 1834223 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 135891 | 15867992 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32315 | 3773423 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| MAI Capital Management | 1040197 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9784 | 1142478 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Integris Wealth Management, LLC | 1750852 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2638 | 308040 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 594 | 69361 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10443 | 1219429 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Centennial Wealth Advisory LLC | 1839421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6188 | 722787 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 516 | 60221 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Moisand Fitzgerald Tamayo, LLC | 1649107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4893 | 571342 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Wedmont Private Capital | 1904274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3911 | 449559 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| TRANSCEND CAPITAL ADVISORS, LLC | 1776082 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2355 | 274993 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Advyzon Investment Management, LLC | 2011872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4078 | 476190 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5409 | 631609 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2042 | 238445 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Independence Bank of Kentucky | 1730479 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 656 | 76601 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 96430 | 11260148 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17350 | 2025960 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2195 | 256339 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Sigma Planning Corp | 1449126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12070 | 1409390 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1406 | 164178 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10570 | 1234259 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 1836506 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27716 | 3236303 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4066 | 474787 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74519 | 8701584 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Checchi Capital Advisers, LLC | 1598186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3132 | 365743 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Partnership Wealth Management, LLC | 2010656 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4900 | 572173 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| PIER 88 INVESTMENT PARTNERS LLC | 1697366 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16984000 | 21043176 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| HFR Wealth Management, LLC | 1877822 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100542 | 11740289 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Kingdom Financial Group LLC. | 1962236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5183 | 605163 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114 | 13312 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Nvest Wealth Strategies, Inc. | 2106942 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 701 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Venture Visionary Partners LLC | 1792283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10831 | 1264736 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 1121477 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228 | 26624 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34356 | 4011746 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Fisher Asset Management, LLC | 850529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2753 | 321485 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Investors Research Corp | 1730630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1284 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 121431 | 14179491 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| KINGSWOOD WEALTH ADVISORS, LLC | 1987855 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1986 | 231933 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Buska Wealth Management, LLC | 1910503 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3700 | 432049 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Walker Asset Management, LLC | 1923053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1755 | 204960 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3082804 | 359979025 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Matrix Trust Co | 1784277 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14621 | 1707 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12 | 1417 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15774 | 1841930 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.