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

Institutional Holders (2016Q4)
Portfolio Summary: 30 Institutional holders with a total value of $54,657,415.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 DEARBORN PARTNERS LLC 303,243 17,785,000 32.54%
2 FORBES J M & CO LLP 106,551 6,249,000 11.43%
3 KCM INVESTMENT ADVISORS LLC 88,632 5,198,000 9.51%
4 Azimuth Capital Management LLC 86,859 5,094,000 9.32%
5 S&CO INC 44,772 2,626,000 4.80%
6 CIBC WORLD MARKETS CORP 44,669 2,620,000 4.79%
7 J.P. Morgan Private Wealth Advisors LLC 31,756 1,863,000 3.41%
8 World Asset Management Inc 29,339 1,721,000 3.15%
9 ROTHSCHILD INVESTMENT LLC /IL 26,779 1,571,000 2.87%
10 Legacy Capital Partners, Inc. 22,955 1,347,000 2.46%
11 ROWLANDMILLER & PARTNERS.ADV 15,813 928,415 1.70%
12 CrestPoint Capital Management, LLC 13,000 762,000 1.39%
13 KOVITZ INVESTMENT GROUP PARTNERS, LLC 12,845 753,000 1.38%
14 SCHMIDT P J INVESTMENT MANAGEMENT INC 12,365 725,000 1.33%
15 Veritable, L.P. 11,818 693,000 1.27%
16 OARSMAN CAPITAL, INC. 9,385 550,000 1.01%
17 VAUGHAN DAVID INVESTMENTS LLC/IL 8,694 510,000 0.93%
18 Reynders McVeigh Capital Management, LLC 8,535 501,000 0.92%
19 KLCM Advisors, Inc. 7,399 434,000 0.79%
20 ELM ADVISORS, LLC 7,237 424,000 0.78%
21 SHELTON CAPITAL MANAGEMENT 6,004 352,000 0.64%
22 BOSTON FAMILY OFFICE LLC 5,473 321,000 0.59%
23 SVB WEALTH LLC 5,430 318,000 0.58%
24 Paragon Capital Management LLC 5,274 309,000 0.57%
25 ISTHMUS PARTNERS, LLC 5,182 304,000 0.56%
26 DAVIS R M INC 4,208 247,000 0.45%
27 Laird Norton Wetherby Wealth Management, LLC 3,697 217,000 0.40%
28 QCI ASSET MANAGEMENT INC/NY 2,000 117,000 0.21%
29 JAMES INVESTMENT RESEARCH, INC. 1,298 76,000 0.14%
30 Ancora Advisors LLC 720 42,000 0.08%

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.