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

Institutional Holders (2016Q2)
Portfolio Summary: 31 Institutional holders with a total value of $94,898,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WBI INVESTMENTS, LLC 511,723 33,415,000 35.21%
2 DEARBORN PARTNERS LLC 283,050 18,483,000 19.48%
3 FORBES J M & CO LLP 107,156 6,997,000 7.37%
4 Azimuth Capital Management LLC 105,315 6,877,000 7.25%
5 KCM INVESTMENT ADVISORS LLC 89,947 5,874,000 6.19%
6 MEYER HANDELMAN CO 46,650 3,046,000 3.21%
7 S&CO INC 44,772 2,924,000 3.08%
8 OARSMAN CAPITAL, INC. 34,048 2,223,000 2.34%
9 World Asset Management Inc 31,251 2,041,000 2.15%
10 ROTHSCHILD INVESTMENT LLC /IL 27,462 1,793,000 1.89%
11 J.P. Morgan Private Wealth Advisors LLC 24,540 1,603,000 1.69%
12 Legacy Capital Partners, Inc. 21,210 1,386,000 1.46%
13 KOVITZ INVESTMENT GROUP PARTNERS, LLC 13,517 883,000 0.93%
14 SCHMIDT P J INVESTMENT MANAGEMENT INC 12,915 843,000 0.89%
15 CrestPoint Capital Management, LLC 12,600 823,000 0.87%
16 Veritable, L.P. 10,149 663,000 0.70%
17 VAUGHAN DAVID INVESTMENTS LLC/IL 8,806 575,000 0.61%
18 Reynders McVeigh Capital Management, LLC 8,685 567,000 0.60%
19 ELM ADVISORS, LLC 7,237 473,000 0.50%
20 BOSTON FAMILY OFFICE LLC 6,473 423,000 0.45%
21 SVB WEALTH LLC 6,226 407,000 0.43%
22 KLCM Advisors, Inc. 5,374 351,000 0.37%
23 ISTHMUS PARTNERS, LLC 5,310 347,000 0.37%
24 Paragon Capital Management LLC 5,274 344,000 0.36%
25 CALDWELL & ORKIN INC 5,035 329,000 0.35%
26 MAI Capital Management 4,470 292,000 0.31%
27 First Dallas Securities Inc. 4,000 261,000 0.28%
28 Laird Norton Wetherby Wealth Management, LLC 3,506 229,000 0.24%
29 SENTINEL TRUST CO LBA 3,209 210,000 0.22%
30 QCI ASSET MANAGEMENT INC/NY 2,000 131,000 0.14%
31 JAMES INVESTMENT RESEARCH, INC. 1,298 85,000 0.09%

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.