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

Institutional Holders (2015Q4)
Portfolio Summary: 23 Institutional holders with a total value of $40,067,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DEARBORN PARTNERS LLC 264,233 13,558,000 33.84%
2 Azimuth Capital Management LLC 110,380 5,664,000 14.14%
3 KCM INVESTMENT ADVISORS LLC 94,000 4,823,000 12.04%
4 MEYER HANDELMAN CO 48,143 2,470,000 6.16%
5 S&CO INC 44,772 2,297,000 5.73%
6 World Asset Management Inc 34,400 1,765,000 4.41%
7 OARSMAN CAPITAL, INC. 33,199 1,703,000 4.25%
8 ROTHSCHILD INVESTMENT LLC /IL 27,747 1,424,000 3.55%
9 Legacy Capital Partners, Inc. 21,663 1,112,000 2.78%
10 ISTHMUS PARTNERS, LLC 14,388 744,000 1.86%
11 SCHMIDT P J INVESTMENT MANAGEMENT INC 13,965 717,000 1.79%
12 Kovitz Investment Group, LLC 13,834 710,000 1.77%
13 Veritable, L.P. 11,062 568,000 1.42%
14 VAUGHAN DAVID INVESTMENTS LLC/IL 8,951 459,000 1.15%
15 ELM ADVISORS, LLC 7,387 379,000 0.95%
16 BOSTON FAMILY OFFICE LLC 6,473 332,000 0.83%
17 SVB WEALTH LLC 5,107 262,000 0.65%
18 J.P. Morgan Private Wealth Advisors LLC 5,014 257,000 0.64%
19 MAI Capital Management 4,470 229,000 0.57%
20 1834 INVESTMENT ADVISORS CO 4,260 219,000 0.55%
21 First Dallas Securities Inc. 4,000 205,000 0.51%
22 QCI ASSET MANAGEMENT INC/NY 2,000 103,000 0.26%
23 JAMES INVESTMENT RESEARCH, INC. 1,298 67,000 0.17%

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.