WEC Energy Group (WEC) Institutional Ownership

$83.22
+0.14 (+0.17%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for WEC Energy Group (NYSE:WEC)

Current
Institutional Ownership
Percentage
77.20%
Number of
Institutional Buyers
(last 12 months)
560
Total
Institutional Inflows
(last 12 months)
$2.09B
Number of
Institutional Sellers
(last 12 months)
434
Total
Institutional Outflows
(last 12 months)
$1.36B
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WEC Institutional Buying and Selling by Quarter

WEC Energy Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Geneos Wealth Management Inc.7,183$590K0.0%+7.0%0.002%
5/4/2024Richardson Financial Services Inc.1,537$126K0.1%+30.6%0.000%
5/3/2024FDx Advisors Inc.12,138$997K0.2%-13.7%0.004%
5/3/2024Mediolanum International Funds Ltd38,748$3.15M0.1%N/A0.012%
5/3/2024Callan Capital LLC3,396$279K0.0%+11.9%0.001%
5/3/2024Rehmann Capital Advisory Group4,423$363K0.0%-19.2%0.001%
5/3/2024Chevy Chase Trust Holdings LLC176,943$14.53M0.0%-1.1%0.056%
5/3/2024Commerce Bank77,350$6.35M0.0%-1.0%0.025%
5/3/2024GSA Capital Partners LLP12,968$1.07M0.1%-52.2%0.004%
5/3/2024BI Asset Management Fondsmaeglerselskab A S14,229$1.17M0.0%+93.1%0.005%
5/3/2024Liberty Wealth Management LLC2,653$218K0.0%N/A0.001%
5/3/2024Central Pacific Bank Trust Division741$60K0.0%N/A0.000%
5/3/2024Franklin Parlapiano Turner & Welch LLC95,253$7.82M2.2%N/A0.030%
5/2/2024Mutual of America Capital Management LLC41,356$3.40M0.0%-2.0%0.013%
5/2/2024FORA Capital LLC36,334$2.98M0.2%+512.6%0.012%
5/2/2024FinTrust Capital Advisors LLC412$34K0.0%+52.6%0.000%
5/2/2024Daiwa Securities Group Inc.31,302$2.57M0.0%-4.7%0.010%
5/2/2024Haverford Trust Co4,174$343K0.0%+20.8%0.001%
5/2/2024Nordea Investment Management AB14,400$1.18M0.0%-1.9%0.005%
5/2/2024Vantage Financial Partners LLC9,289$763K0.2%+20.9%0.003%
5/2/2024Fidelis Capital Partners LLC651$53K0.0%N/A0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.7,679$631K0.0%+13.3%0.002%
5/1/2024 Connecticut Wealth Management LLC2,953$242K0.0%-16.3%0.001%
5/1/2024 1834 Investment Advisors Co.70,689$5.81M0.7%+1,137.6%0.022%
5/1/2024 Janney Montgomery Scott LLC59,299$4.87M0.0%+2.7%0.019%
5/1/2024 BNP Paribas Financial Markets343,348$28.20M0.0%+1.9%0.109%
5/1/2024 Blue Trust Inc.8,969$737K0.0%+18.9%0.003%
5/1/2024 Mirae Asset Global Investments Co. Ltd.98,397$8.79M0.0%+63.2%0.031%
5/1/2024 Baillie Gifford & Co.165,514$13.59M0.0%-19.7%0.052%
5/1/2024 Prosperity Consulting Group LLC52,119$4.28M0.5%N/A0.017%
5/1/2024 Mission Wealth Management LP5,591$459K0.0%+7.4%0.002%
5/1/2024 Sequoia Financial Advisors LLC62,556$5.14M0.1%-3.6%0.020%
5/1/2024 Diversify Advisory Services LLC2,755$225K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC25,258$2.07M0.0%+54.9%0.008%
4/30/2024 Norden Group LLC5,774$474K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp106,126$8.72M0.0%+39.3%0.034%
4/30/2024 Fortis Group Advisors LLC3,805$312K0.1%-50.0%0.001%
4/30/2024 HB Wealth Management LLC2,840$233K0.0%-51.4%0.001%
4/30/2024 SpiderRock Advisors LLC14,566$1.18M0.0%N/A0.005%
4/30/2024 Thomas Story & Son LLC84,214$6.92M2.9%+269.6%0.027%
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4/30/2024 Allspring Global Investments Holdings LLC166,286$13.66M0.0%-6.7%0.053%
4/29/2024Commonwealth Equity Services LLC175,327$14.40M0.0%+15.6%0.056%
4/29/2024 Greenleaf Trust8,372$688K0.0%-12.5%0.003%
4/29/2024 Principal Financial Group Inc.1,826,791$150.02M0.1%-1.3%0.579%
4/29/2024 Benjamin Edwards Inc.57,966$4.76M0.9%-0.6%0.018%
4/29/2024 Benjamin F. Edwards & Company Inc.485,876$39.90M0.7%+10.0%0.154%
4/29/2024 RWA Wealth Partners LLC3,305$271K0.0%-4.9%0.001%
4/29/2024 Phillips Wealth Planners LLC3,289$256K0.3%-30.5%0.001%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI6,530$536K0.0%+158.1%0.002%
4/26/2024 Trueblood Wealth Management LLC11,671$958K0.5%+1.3%0.004%
4/26/2024 Securian Asset Management Inc.18,527$1.52M0.0%-6.8%0.006%
4/26/2024 Advisors Management Group Inc. ADV6,447$529K0.1%-8.5%0.002%
4/26/2024 Highview Capital Management LLC DE 14,680$1.21M0.5%+79.3%0.005%
4/26/2024 Yousif Capital Management LLC50,808$4.17M0.0%-2.9%0.016%
4/26/2024 Schmidt P J Investment Management Inc.15,509$1.27M0.2%-7.4%0.005%
4/26/2024 YHB Investment Advisors Inc.388$32K0.0%N/A0.000%
4/26/2024 ZWJ Investment Counsel Inc.3,688$303K0.0%-16.9%0.001%
4/26/2024 Mitchell & Pahl Private Wealth LLC24,761$2.03M1.1%+5.1%0.008%
4/26/2024 Mesirow Financial Investment Management Inc.24,472$2.01M0.0%N/A0.008%
4/26/2024 Petredis Investment Advisors LLC44,728$3.67M0.4%+2.3%0.014%
4/25/2024 Alta Capital Management LLC32,565$2.67M0.2%+21.0%0.010%
4/25/2024 New York State Teachers Retirement System286,657$23.54M0.0%-1.3%0.091%
4/25/2024 Bank of New York Mellon Corp2,292,130$188.23M0.0%-3.7%0.727%
4/25/2024 Strategy Asset Managers LLC3,160$260K0.1%+23.8%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 63,173$5.19M0.0%+1.6%0.020%
4/25/2024 Summit Financial LLC5,223$429K0.0%-2.3%0.002%
4/25/2024 IAG Wealth Partners LLC7,149$587K0.1%+81.4%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.95,849$7.87M0.0%+5.0%0.030%
4/24/2024 Leavell Investment Management Inc.29,630$2.43M0.1%-13.2%0.009%
4/24/2024 CENTRAL TRUST Co10,115$831K0.0%-8.4%0.003%
4/24/2024 V Square Quantitative Management LLC4,297$353K0.1%+42.1%0.001%
4/24/2024 Simplicity Wealth LLC7,731$635K0.0%N/A0.002%
4/24/2024 Spire Wealth Management575$47K0.0%-67.7%0.000%
4/23/2024 Global Retirement Partners LLC4,840$397K0.0%-56.9%0.002%
4/23/2024 Cornell Pochily Investment Advisors Inc.12,382$1.02M0.4%+8.5%0.004%
4/23/2024 Louisiana State Employees Retirement System18,400$1.51M0.0%-3.7%0.006%
4/23/2024 Moody Lynn & Lieberson LLC4,608$378K0.0%-6.0%0.001%
4/23/2024 Aquila Investment Management LLC28,000$2.30M2.0%N/A0.009%
4/23/2024 Venturi Wealth Management LLC7,316$601K0.0%-3.7%0.002%
4/23/2024 Community Financial Services Group LLC11,238$923K0.2%N/A0.004%
4/23/2024 Amalgamated Bank65,389$5.37M0.0%-14.3%0.021%
4/23/2024 Nations Financial Group Inc. IA ADV15,454$1.27M0.1%-2.5%0.005%
4/23/2024 Gradient Investments LLC1,755$144K0.0%-55.9%0.001%
4/23/2024 New Mexico Educational Retirement Board15,853$1.30M0.0%-3.6%0.005%
4/23/2024 Tyche Wealth Partners LLC2,674$220K0.1%-47.7%0.001%
4/23/2024 Fifth Third Bancorp115,565$9.49M0.0%+4.1%0.037%
4/23/2024 Wesbanco Bank Inc.6,869$564K0.0%+2.0%0.002%
4/23/2024 Duncker Streett & Co. Inc.2,482$204K0.0%-6.4%0.001%
4/23/2024 Hunter Perkins Capital Management LLC109,370$8.98M1.8%-4.4%0.035%
4/23/2024 Raymond James Financial Services Advisors Inc.239,937$19.70M0.0%-11.7%0.076%
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4/22/2024 Nilsine Partners LLC3,841$315K0.0%-4.0%0.001%
4/22/2024 PFG Investments LLC9,721$798K0.0%N/A0.003%
4/22/2024 Parsons Capital Management Inc. RI19,220$1.58M0.1%-12.2%0.006%
4/22/2024 Raymond James & Associates995,513$81.75M0.1%-19.9%0.316%
4/22/2024 IFM Investors Pty Ltd106,687$8.76M0.1%+0.6%0.034%
4/22/2024Ashton Thomas Private Wealth LLC26,278$2.16M0.1%+9.1%0.008%
4/20/2024 Kesler Norman & Wride LLC18,470$1.52M0.3%+6.6%0.006%
4/19/2024 Leeward Investments LLC MA163,685$13.44M0.6%+4.0%0.052%
4/19/2024 First Trust Direct Indexing L.P.7,265$597K0.0%-31.8%0.002%
4/19/2024 Norden Group LLC110,751$9.10M0.1%N/A0.035%
(Data available from 1/1/2016 forward)

WEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEC shares?

During the previous two years, 1,060 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.51B), BlackRock Inc. ($2.58B), State Street Corp ($1.62B), Wells Fargo & Company MN ($638.68M), Geode Capital Management LLC ($616.91M), Bank of America Corp DE ($594.91M), and Deutsche Bank AG ($442.70M).Learn more on WEC's institutional investors.

What percentage of WEC Energy Group stock is owned by institutional investors?

77.20% of WEC Energy Group stock is owned by institutional investors. Learn more on WEC's institutional investor holdings.

Which institutional investors have been buying WEC Energy Group stock?

Of the 909 institutional investors that purchased WEC Energy Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Caisse DE Depot ET Placement DU Quebec ($2.15M), State Street Corp ($2.10M), Confluence Investment Management LLC ($1.79M), Envestnet Asset Management Inc. ($1.67M), JPMorgan Chase & Co. ($1.45M), American Century Companies Inc. ($1.44M), and Vanguard Group Inc. ($1.42M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 53,352,408 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

Which WEC Energy Group major shareholders have been selling company stock?

Of the 627 institutional investors that sold WEC Energy Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Magellan Asset Management Ltd ($11.22M), BlackRock Inc. ($5.64M), JPMorgan Chase & Co. ($1.34M), Cohen & Steers Inc. ($1.18M), Renaissance Technologies LLC ($1.02M), Reaves W H & Co. Inc. ($981.48K), and Price T Rowe Associates Inc. MD ($910.08K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 43,485,845 shares in the last 24 months. This volume of shares sold represents approximately $4.05B in transactions.


This page (NYSE:WEC) was last updated on 5/4/2024 by MarketBeat.com Staff

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