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WEC ENERGY GROUP INC
WEC ENERGY GROUP INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 24 Institutional holders with a total value of $29,167,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BADGLEY PHELPS & BELL INC 115,904 5,212,000 17.87%
2 KCM INVESTMENT ADVISORS LLC 95,460 4,293,000 14.72%
3 CITY NATIONAL BANK 72,971 3,281,000 11.25%
4 Azimuth Capital Management LLC 56,055 2,521,000 8.64%
5 MEYER HANDELMAN CO 52,103 2,343,000 8.03%
6 S&CO INC 44,400 1,997,000 6.85%
7 World Asset Management Inc 33,518 1,507,000 5.17%
8 OARSMAN CAPITAL, INC. 32,798 1,475,000 5.06%
9 ROTHSCHILD INVESTMENT LLC /IL 27,579 1,240,000 4.25%
10 Legacy Capital Partners, Inc. 18,355 826,000 2.83%
11 Kovitz Investment Group, LLC 15,598 701,000 2.40%
12 VAUGHAN DAVID INVESTMENTS LLC/IL 10,204 459,000 1.57%
13 Veritable, L.P. 9,894 445,000 1.53%
14 SCHMIDT P J INVESTMENT MANAGEMENT INC 8,297 373,000 1.28%
15 DT Investment Partners, LLC 8,000 360,000 1.23%
16 SVB WEALTH LLC 7,911 356,000 1.22%
17 ELM ADVISORS, LLC 7,390 332,000 1.14%
18 BOSTON FAMILY OFFICE LLC 6,474 291,000 1.00%
19 J.P. Morgan Private Wealth Advisors LLC 6,403 288,000 0.99%
20 FARR MILLER & WASHINGTON LLC/DC 5,862 264,000 0.91%
21 First Dallas Securities Inc. 5,640 254,000 0.87%
22 MAI Capital Management 4,926 222,000 0.76%
23 QCI ASSET MANAGEMENT INC/NY 2,000 90,000 0.31%
24 JAMES INVESTMENT RESEARCH, INC. 823 37,000 0.13%

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.