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Get Institutions for : 
WEC Energy Group Inc (WEC)  
$83.08 0.49 (0.59%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1000    5
Total shares held : 
 243,245,027  
% of shares held : 
 77.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 3,991,433  
% of shares held change : 
   1.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $77.03  
Last Quarter's Ending Price : 
 $84.17  
Last Quarter's Average Price : 
 $82.35  
Change from last quarter's     
avg. price to the last closing  : 
0.73 (0.89%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
65
 1,492,310
 0.61%
 
Increased Positions :
342
 16,585,571
 6.82%
 
Unchanged Positions :
224
 4,126,136
 1.7%
 
Decreased Positions :
369
-12,877,514
-5.29%
 
Closed Positions :
70
-1,208,934
-0.5%
 
Guru Positions :
2
87,307
 0.04%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ELEMENT CAPITAL MANAGEMENT LLC 12 *Closed 2023-12-31 0 $0 -34,626
   CTC Capital Management LLC 78 *Closed 2023-03-31 0 $0 -20,700
   Eaton Financial Holdings Company LLC 63 *Closed 2024-03-31 0 $0 -26,878
   FIDELITY D & D BANCORP INC 102 *Closed 2024-03-31 0 $0 -2,528
   Dynamic Technology Lab Private Ltd 1033 *Closed 2023-12-31 0 $0 -6,278
   Arlington Trust Co LLC 507 *Closed 2024-03-31 0 $0 -30
   Planning Center Inc. 60 *Closed 2024-03-31 0 $0 -3,393
   Carlson Capital Management 104 *Closed 2024-03-31 0 $0 -2,973
   TRUST POINT INC. 526 *Closed 2024-03-31 0 $0 -9,568
   WATERS PARKERSON & CO INC 182 *Closed 2023-12-31 0 $0 -2,544
   WEISS CAPITAL LLC 324 *Closed 2023-12-31 0 $0 -33,659
   Milestone Investment Advisors LLC 164 *Closed 2023-12-31 0 $0 -5,028
   Kula Investments LLC 639 *Closed 2023-03-31 0 $0 -5,945
   EVERPAR ADVISORS LLC 241 *Closed 2024-03-31 0 $0 -2,879
   NinePointTwo Capital 289 *Closed 2023-12-31 0 $0 -2,633
   DecisionPoint Financial LLC 223 *Closed 2023-12-31 0 $0 -25
   Efficient Wealth Management LLC *Closed 2023-12-31 0 $0 -24
   BAKER AVENUE ASSET MANAGEMENT, LP 758 *Closed 2023-12-31 0 $0 -183
   TITLEIST ASSET MANAGEMENT LLC 230 *Closed 2023-12-31 0 $0 -8,419
   V Wealth ManagementLLC 172 *Closed 2023-09-30 0 $0 -2,769
   VERITABLE LP 133 *Closed 2023-09-30 0 $0 -9,411
   Independent Wealth Network Inc. 47 *Closed 2024-03-31 0 $0 -2,825
   DORSEY & WHITNEY TRUST CO LLC 611 *Closed 2023-12-31 0 $0 -4,555
   Peterson Financial Group Inc. 82 *Closed 2024-03-31 0 $0 -3,988
   PREMIER ASSET MANAGEMENT LLC 64 *Closed 2023-03-31 0 $0 -3,598
   Fund Management at Engine No. 1 LLC 124 *Closed 2023-12-31 0 $0 -4,515
   Axiom Financial Strategies LLC 36 *Closed 2023-12-31 0 $0 -2,939
   Lee Financial CORP 881 *Closed 2023-12-31 0 $0 -32
   Quantamental Technologies LLC 442 *Closed 2023-09-30 0 $0 -2,603
   AlphaStar Capital Management LLC 282 *Closed 2023-12-31 0 $0 -6,686
   Ethos Financial Group LLC 220 *Closed 2023-12-31 0 $0 -4,259
   SOROS FUND MANAGEMENT LLC -- Notable Guru -- 134 *Closed 2023-12-31 0 $0 -25,000
   Clarius Group LLC 487 *Closed 2024-03-31 0 $0 -2,617
   Coppell Advisory Solutions Corp. 837 *Closed 2023-03-31 0 $0 -3
   Bayesian Capital Management LP 880 *Closed 2023-12-31 0 $0 -25,628
   FOX RUN MANAGEMENT L.L.C. 916 *Closed 2023-12-31 0 $0 -10,118
   Alethea Capital Management LLC 43 *Closed 2023-12-31 0 $0 -5,300
   HEAD & ASSOCIATES LLC 371 *Closed 2023-12-31 0 $0 -1,119
   BIRCH HILL INVESTMENT ADVISORS LLC 165 *Closed 2023-12-31 0 $0 -2,637
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 227 *Closed 2024-03-31 0 $0 -14
   Briaud Financial Planning Inc 145 *Closed 2023-12-31 0 $0 -114
   TRUSTCORE FINANCIAL SERVICES LLC 1094 *Closed 2022-12-31 0 $0 -223
   ALLIANZ ASSET MANAGEMENT AG 1669 *Closed 2023-12-31 0 $0 -10,087
   THOMAS J. HERZFELD ADVISORS, INC. 232 *Closed 2023-12-31 0 $0 -62
   BOOTHBAY FUND MANAGEMENT LLC 1527 *Closed 2023-12-31 0 $0 -6,588
   CYPRESS CAPITAL MANAGEMENT LLC 98 *Closed 2022-12-31 0 $0 -4,003
   Stonebridge Capital Advisors LLC 706 *Closed 2023-12-31 0 $0 -1,068
   MONOGRAPH WEALTH ADVISORS LLC 115 *Closed 2023-12-31 0 $0 -2,931
   Ulland Investment Advisors LLC 248 *Closed 2024-03-31 0 $0 -331
   Walleye Trading Advisors LLC 2218 *Closed 2023-12-31 0 $0 -13,142
   AlphaCrest Capital Management LLC 666 *Closed 2022-12-31 0 $0 -12,409
   West Tower Group LLC 542 *Closed 2023-12-31 0 $0 -512
   DONALDSON CAPITAL MANAGEMENT LLC 215 *Closed 2024-03-31 0 $0 -4,728
   J.W. COLE ADVISORS INC. 839 *Closed 2023-12-31 0 $0 -3,349
   SkyView Investment Advisors LLC 321 *Closed 2023-12-31 0 $0 -27
   RSM US WEALTH MANAGEMENT LLC 628 *Closed 2023-12-31 0 $0 -3,235
   SCBT FINANCIAL CORP 675 *Closed 2023-12-31 0 $0 -160
   Enlightenment Research LLC 60 *Closed 2022-12-31 0 $0 -2,500
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 931 *Closed 2023-12-31 0 $0 -4,059
   VESTOR CAPITAL CORP 256 *Closed 2023-12-31 0 $0 -545
   Vident Investment Advisory LLC 944 *Closed 2023-09-30 0 $0 -3,334
   Williams Jones Wealth Management LLC. 535 *Closed 2023-12-31 0 $0 -3,450
   Authentikos Wealth Advisory LLC 428 *Closed 2023-12-31 0 $0 -467
   FINANCIAL COUNSELORS INC *Closed 2023-12-31 0 $0 -2,641
   AMERICAN NATIONAL BANK 567 *Closed 2024-03-31 0 $0 -317
   Acrisure Capital Management LLC 121 *Closed 2023-06-30 0 $0 -3,018
   KLR INVESTMENT ADVISORS LLC 197 *Closed 2024-03-31 0 $0 -2,772
   Cedrus LLC 150 *Closed 2024-03-31 0 $0 -2,584
   Citizens National Bank Trust Department 321 *Closed 2023-12-31 0 $0 -36
   WEBSTER BANK 648 *Closed 2024-03-31 0 $0 -282
   MADISON ASSET MANAGEMENT LLC 331 *Closed 2023-12-31 0 $0 -8,185
   BESSEMER SECURITIES LLC 124 *Closed 2023-12-31 0 $0 -3,300
   SEGALL BRYANT & HAMILL 509 *Closed 2023-12-31 0 $0 -143,170
   WETZEL INVESTMENT ADVISORS INC. 1079 *Closed 2024-03-31 0 $0 -167
   BALDWIN BROTHERS INC/MA 712 *Closed 2024-03-31 0 $0 -125
   CWS Financial Advisors LLC 163 *Closed 2023-12-31 0 $0 -2,763
   Signature Wealth Management Group 98 *Closed 2024-03-31 0 $0 -41,699
   Pearl River Capital LLC 611 *Closed 2023-12-31 0 $0 -5,999
   BRIGHTON JONES LLC 603 *Closed 2023-12-31 0 $0 -2,550
   SRS Capital Advisors Inc. 1404 *Closed 2023-12-31 0 $0 -7
   CRESTLINE MANAGEMENT, LP 189 *Closed 2023-12-31 0 $0 -30,940
   OneAscent Financial Services LLC 388 *Closed 2024-03-31 0 $0 -3,451
   SHERBROOKE PARK ADVISERS LLC 732 *Closed 2023-12-31 0 $0 -3,984
   FUKOKU MUTUAL LIFE INSURANCE CO 302 *Closed 2023-12-31 0 $0 -2,879
   OPUS CAPITAL GROUP LLC 126 *Closed 2024-03-31 0 $0 -2,447
   Western Pacific Wealth Management LP 275 *Closed 2023-12-31 0 $0 -38
   Point72 Asset Management L.P. 1993 *Closed 2023-12-31 0 $0 -1,795
   SUSQUEHANNA FUNDAMENTAL INVESTMENTS LLC 303 *Closed 2023-12-31 0 $0 -73,143
   BANGOR SAVINGS BANK 519 *Closed 2024-03-31 0 $0 -356
   BLB&B ADVISORS LLC 283 *Closed 2024-03-31 0 $0 -3,156
   Valeo Financial Advisors LLC 663 *Closed 2024-03-31 0 $0 -3,302
   WEST FAMILY INVESTMENTS, INC. 266 *Closed 2023-12-31 0 $0 -5,164
   Financial Synergies Wealth Advisors Inc. 561 *Closed 2024-03-31 0 $0 -4
   DARK FOREST CAPITAL MANAGEMENT LP 1011 *Closed 2023-12-31 0 $0 -25,914
  94 Records found
  1    
  Page 1 of 1
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