Dark
Light
System
Security
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 630 Institutional holders with a total value of $13,212,190,659.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JFS WEALTH ADVISORS, LLC 2 0 0.00%
2 CUTLER GROUP LLC / CA 1,000 0 0.00% Put
3 PINNACLE FINANCIAL PARTNERS INC 18 1,000 0.00%
4 KELMAN-LAZAROV, INC. 13 1,000 0.00%
5 MCF Advisors LLC 18 1,000 0.00%
6 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 25 1,000 0.00%
7 Sunbelt Securities, Inc. 31 1,862 0.00%
8 TORTOISE CAPITAL ADVISORS, L.L.C. 37 2,000 0.00%
9 CENTRAL BANK & TRUST CO 28 2,000 0.00%
10 Formidable Asset Management, LLC 39 2,000 0.00%
11 VALLEY NATIONAL ADVISERS INC 29 2,000 0.00%
12 CWM, LLC 40 2,000 0.00%
13 Cornerstone Advisors, Inc. 57 3,000 0.00%
14 Western Asset Management Company, LLC 39 3,000 0.00%
15 PROFICIO CAPITAL PARTNERS LLC 55 3,000 0.00%
16 ASSETMARK, INC 47 3,000 0.00%
17 FIRST FINANCIAL CORP /IN/ 43 3,000 0.00%
18 GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC 64 3,000 0.00%
19 TD Securities (USA) LLC 71 4,000 0.00%
20 Glassman Wealth Services 60 4,000 0.00%
21 Capital Advisors, Ltd. LLC 75 5,000 0.00%
22 Financial Management Professionals, Inc. 112 7,000 0.00%
23 MV CAPITAL MANAGEMENT, INC. 113 7,000 0.00%
24 WealthTrust-Arizona, LLC 139 8,000 0.00%
25 American Research & Management Co. 141 8,000 0.00%
26 Weaver C. Barksdale & Associates, Inc. 150 9,000 0.00%
27 CITY HOLDING CO 142 9,000 0.00%
28 NewSquare Capital LLC 155 9,000 0.00%
29 ZIONS BANCORPORATION 194 11,000 0.00%
30 CAPITAL GUARDIAN TRUST CO 180 11,000 0.00%
31 Highlander Capital Management, LLC 200 12,000 0.00%
32 FIRST MANHATTAN CO. LLC. 200 12,000 0.00%
33 MOSAIC FAMILY WEALTH, LLC 211 12,000 0.00%
34 LOOMIS SAYLES & CO L P 200 12,000 0.00%
35 SIGNATUREFD, LLC 211 13,000 0.00%
36 CI Global Investments Inc. 250 15,000 0.00%
37 CUTLER GROUP LLC / CA 4,500 15,000 0.00% Call
38 WOODMONT INVESTMENT COUNSEL LLC 250 15,000 0.00%
39 NEXT Financial Group, Inc 302 18,000 0.00%
40 KANALY TRUST CO 321 19,000 0.00%
41 JACKSON, GRANT INVESTMENT ADVISERS, INC. 341 20,000 0.00%
42 QUADRANT CAPITAL GROUP LLC 398 22,000 0.00%
43 GUPTA WEALTH MANAGEMENT LLC 375 23,000 0.00%
44 PEOPLES FINANCIAL SERVICES CORP. 375 23,000 0.00%
45 Ledyard National Bank 390 23,000 0.00%
46 SARGENT BICKHAM LAGUDIS LLC 400 24,000 0.00%
47 Point72 Hong Kong Ltd 400 24,000 0.00%
48 Alexandria Capital, LLC 418 25,000 0.00%
49 Winfield Associates, Inc. 408 25,000 0.00%
50 Advisory Services Network, LLC 429 26,000 0.00%
Page 1 of 13

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.