Institutional Owners for WEC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WELCH & FORBES LLC | COM | 601 | $1,030,662 | 12,245 | 0.00 | 0.00 | 15 | 0.12 | 12-31-2023 |
| FRANK RIMERMAN ADVISORS LLC | COM | 602 | $951,171 | 12,123 | 0.00 | 12,123 | +Inf | 06-30-2024 | |
| MATTERN WEALTH MANAGEMENT LLC | COM | 603 | $1,017,750 | 12,092 | 0.00 | 0.00 | -191 | -1.55 | 12-31-2023 |
| INTEGRATED WEALTH CONCEPTS LLC | Common Stock | 604 | $935,870 | 11,928 | 0.00 | 0.00 | 83 | 0.70 | 06-30-2024 |
