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

Institutional Holders (2016Q3)
Portfolio Summary: 31 Institutional holders with a total value of $75,386,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 WBI INVESTMENTS, LLC 343,204 20,551,000 27.26%
2 DEARBORN PARTNERS LLC 291,592 17,461,000 23.16%
3 FORBES J M & CO LLP 106,206 6,360,000 8.44%
4 KCM INVESTMENT ADVISORS LLC 89,932 5,385,000 7.14%
5 Azimuth Capital Management LLC 87,430 5,235,000 6.94%
6 S&CO INC 44,772 2,681,000 3.56%
7 OARSMAN CAPITAL, INC. 33,547 2,009,000 2.66%
8 World Asset Management Inc 31,787 1,903,000 2.52%
9 J.P. Morgan Private Wealth Advisors LLC 29,125 1,744,000 2.31%
10 ROTHSCHILD INVESTMENT LLC /IL 28,009 1,677,000 2.22%
11 CIBC WORLD MARKETS CORP 23,347 1,398,000 1.85%
12 Legacy Capital Partners, Inc. 21,380 1,281,000 1.70%
13 KOVITZ INVESTMENT GROUP PARTNERS, LLC 13,303 797,000 1.06%
14 CrestPoint Capital Management, LLC 13,000 778,000 1.03%
15 SCHMIDT P J INVESTMENT MANAGEMENT INC 12,665 758,000 1.01%
16 Veritable, L.P. 10,728 642,000 0.85%
17 VAUGHAN DAVID INVESTMENTS LLC/IL 8,694 521,000 0.69%
18 Reynders McVeigh Capital Management, LLC 8,685 520,000 0.69%
19 ELM ADVISORS, LLC 7,237 433,000 0.57%
20 KLCM Advisors, Inc. 6,299 377,000 0.50%
21 SVB WEALTH LLC 6,030 361,000 0.48%
22 SHELTON CAPITAL MANAGEMENT 6,004 352,000 0.47%
23 BOSTON FAMILY OFFICE LLC 5,473 328,000 0.44%
24 Paragon Capital Management LLC 5,274 315,000 0.42%
25 CALDWELL & ORKIN INC 5,035 301,000 0.40%
26 ISTHMUS PARTNERS, LLC 5,182 298,000 0.40%
27 MAI Capital Management 4,470 268,000 0.36%
28 First Dallas Securities Inc. 4,000 240,000 0.32%
29 Laird Norton Wetherby Wealth Management, LLC 3,564 214,000 0.28%
30 QCI ASSET MANAGEMENT INC/NY 2,000 120,000 0.16%
31 JAMES INVESTMENT RESEARCH, INC. 1,298 78,000 0.10%

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.