Free Trial

WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$95.48
-0.55 (-0.57%)
(As of 10/31/2024 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)
$1.78B
Number of
Institutional Sellers
(last 12 months)
388
Total
Institutional Outflows
(last 12 months)
$1.09B
Get WEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling WEC Energy Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
10/31/2024Blake Schutter Theil Wealth Advisors LLC3,043$293K0.2%N/A0.001%
10/31/2024Concurrent Investment Advisors LLC20,178$1.94M0.1%-3.7%0.006%
10/30/2024Centennial Wealth Advisory LLC3,671$353K0.1%+6.4%0.001%
10/30/20241834 Investment Advisors Co.81,852$7.87M0.9%-0.7%0.026%
10/30/2024Marks Group Wealth Management Inc12,764$1.23M0.1%-1.1%0.004%
10/30/2024NorthRock Partners LLC6,199$596K0.1%-21.7%0.002%
10/30/2024Capital Management Corp VA2,200$212K0.0%N/A0.001%
10/30/2024Amalgamated Bank62,118$5.98M0.0%-3.1%0.020%
10/30/2024Stoneridge Investment Partners LLC58,139$5.59M2.1%-1.4%0.018%
10/30/2024Red Cedar Investment Management LLC18,993$1.83M0.2%+389.6%0.006%
10/30/2024QRG Capital Management Inc.11,991$1.15M0.0%+4.6%0.004%
10/30/2024Asset Management One Co. Ltd.169,934$16.34M0.1%+3.3%0.054%
10/30/2024National Pension Service406,113$39.06M0.0%-1.9%0.128%
10/30/2024WFA Asset Management Corp3,089$297K0.2%+14.7%0.001%
10/30/2024 Intact Investment Management Inc.107,750$10.36M0.3%+14.2%0.034%
10/29/2024 Old North State Wealth Management LLC2,717$262K0.1%N/A0.001%
10/29/2024 Roman Butler Fullerton & Co.2,310$225K0.1%N/A0.001%
10/29/2024 Robeco Institutional Asset Management B.V.20,871$2.01M0.0%-32.9%0.007%
10/29/2024 IAG Wealth Partners LLC4,889$470K0.1%+3.9%0.002%
10/29/2024 Van ECK Associates Corp119,461$11.89M0.0%-17.1%0.038%
10/29/2024 Empire Life Investments Inc.232,734$22.38M1.4%-1.1%0.074%
10/29/2024 Janney Montgomery Scott LLC69,286$6.66M0.0%+14.2%0.022%
10/29/2024 Prossimo Advisors LLC4,383$422K0.3%+10.6%0.001%
10/29/2024 Arcadia Investment Management Corp MI800$77K0.0%-70.4%0.000%
10/29/2024 First Interstate Bank2,525$243K0.0%N/A0.001%
10/29/2024 Fullcircle Wealth LLC9,221$894K0.4%+5.3%0.003%
10/29/2024 Chicago Partners Investment Group LLC3,908$389K0.0%N/A0.001%
10/29/2024 Tower Wealth Partners Inc.2,110$203K0.1%N/A0.001%
10/29/2024 Phillips Wealth Planners LLC4,062$401K0.4%+25.3%0.001%
10/29/2024 Farther Finance Advisors LLC6,677$642K0.0%+3.9%0.002%
10/29/2024 Capital Advisors Inc. OK3,662$352K0.0%-3.0%0.001%
10/28/2024 Hills Bank & Trust Co1,257$121K0.0%N/A0.000%
10/28/2024 Stephens Inc. AR4,906$472K0.0%+34.4%0.002%
10/28/2024 Norris Perne & French LLP MI2,542$244K0.0%N/A0.001%
10/28/2024 US Bancorp DE359,559$34.58M0.0%-0.8%0.114%
10/28/2024 HM Payson & Co.10,449$1.01M0.0%-4.3%0.003%
10/25/2024 Financial Advocates Investment Management5,771$555K0.0%+47.1%0.002%
10/25/2024 First Trust Direct Indexing L.P.11,800$1.14M0.1%+13.2%0.004%
10/25/2024 New York State Teachers Retirement System260,752$25.08M0.1%-13.6%0.083%
10/25/2024 Ariston Services Group2,223$214K0.2%N/A0.001%
Banking failure dead ahead (Ad)

If you missed it, my emergency election broadcast is now available - but will be removed soon

10/25/2024 Golden State Equity Partners3,792$365K0.1%-16.8%0.001%
10/25/2024 Pathway Financial Advisers LLC17,191$1.65M0.0%N/A0.005%
10/25/2024 Fidelis Capital Partners LLC2,385$237K0.0%N/A0.001%
10/25/2024 Valmark Advisers Inc.8,730$840K0.0%-2.3%0.003%
10/25/2024 Diversify Advisory Services LLC4,003$395K0.0%N/A0.001%
10/25/2024 Gateway Wealth Partners LLC2,297$221K0.1%N/A0.001%
10/25/2024 abrdn plc116,695$11.18M0.0%+0.1%0.037%
10/24/2024 Nisa Investment Advisors LLC218,119$20.98M0.1%+0.5%0.069%
10/24/2024 Patriot Financial Group Insurance Agency LLC6,771$651K0.1%N/A0.002%
10/24/2024 Concord Wealth Partners777$75K0.0%+20.7%0.000%
10/24/2024 First American Bank28,283$2.72M0.2%-9.2%0.009%
10/24/2024 State of Alaska Department of Revenue36,720$3.53M0.0%+6.9%0.012%
10/24/2024 Frank Rimerman Advisors LLC3,104$299K0.0%-74.4%0.001%
10/24/2024 TCV Trust & Wealth Management Inc.2,095$201K0.0%N/A0.001%
10/24/2024 Mattern Capital Management LLC91,780$8.83M1.1%+0.1%0.029%
10/24/2024 DekaBank Deutsche Girozentrale122,847$11.63M0.0%-46.3%0.039%
10/24/2024 Boston Trust Walden Corp116,721$11.23M0.1%+0.2%0.037%
10/24/2024 Wealth Enhancement Advisory Services LLC198,346$19.08M0.0%+28.3%0.063%
10/24/2024 PFG Investments LLC9,181$883K0.1%-6.1%0.003%
10/24/2024 Pathway Financial Advisers LLC17,191$1.65M0.0%N/A0.005%
10/24/2024 Forsta AP Fonden104,000$10.00M0.1%-7.7%0.033%
10/23/2024 Mirae Asset Global Investments Co. Ltd.20,209$1.93M0.0%+45.9%0.006%
10/23/2024 BKM Wealth Management LLC18,089$1.74M0.7%+42.7%0.006%
10/23/2024 Allworth Financial LP5,665$545K0.0%-19.0%0.002%
10/23/2024 Mediolanum International Funds Ltd54,807$5.21M0.1%+8.8%0.017%
10/23/2024 Strategic Investment Solutions Inc. IL840$81K0.0%+71.4%0.000%
10/23/2024 Ballentine Partners LLC5,497$529K0.0%+17.3%0.002%
10/23/2024 Schmidt P J Investment Management Inc.13,230$1.27M0.2%-7.0%0.004%
10/23/2024 Nicholson Wealth Management Group LLC10,717$1.03M0.8%N/A0.003%
10/23/2024 Rowlandmiller & PARTNERS.ADV10,991$1.06M0.2%-2.8%0.003%
10/23/2024 Dakota Wealth Management6,769$651K0.0%-4.7%0.002%
10/23/2024 apricus wealth LLC22,850$2.20M1.4%+17.1%0.007%
10/23/2024 Assenagon Asset Management S.A.583,990$56.17M0.1%+151.7%0.185%
10/23/2024 IFM Investors Pty Ltd94,686$9.11M0.1%-11.5%0.030%
10/23/2024 Pinnacle West Asset Management Inc.2,565$247K0.2%N/A0.001%
10/23/2024 CENTRAL TRUST Co6,236$600K0.0%-22.7%0.002%
10/23/2024 Hennion & Walsh Asset Management Inc.29,463$2.83M0.1%-6.3%0.009%
10/23/2024 Romano Brothers AND Company9,607$924K0.1%+1.6%0.003%
10/23/2024 Patrick M Sweeney & Associates Inc.2,352$226K0.2%N/A0.001%
10/23/2024 Brighton Jones LLC2,244$216K0.0%N/A0.001%
10/22/2024 International Assets Investment Management LLC303,515$29.19M0.0%+10,220.1%0.096%
10/22/2024 Hartford Investment Management Co.19,818$1.91M0.1%-2.0%0.006%
10/22/2024 Greenleaf Trust7,803$750K0.0%-2.7%0.002%
10/22/2024 Elevated Capital Advisors LLC7,204$693K0.2%+7.6%0.002%
10/22/2024 Weaver Capital Management LLC3,609$347K0.1%-43.8%0.001%
10/22/2024 Liberty Capital Management Inc.2,486$239K0.1%N/A0.001%
10/22/2024 Private Advisor Group LLC27,116$2.61M0.0%-1.8%0.009%
10/22/2024 Blossom Wealth Management6,463$622K1.3%+23.2%0.002%
10/22/2024 BLB&B Advisors LLC2,113$203K0.0%N/A0.001%
10/22/2024 Stanley Laman Group Ltd.2,360$227K0.0%N/A0.001%
The real reason Elon is fully endorsing Trump (Ad)

Elon Musk is one of mankind’s greatest innovators. But for all his visionary prowess and contributions to humanity, there is a war being waged on Elon Musk. This war has nothing to do with X, Elon’s stance on immigration or his support for Donald Trump.

Watch this new documentary and you’ll discover what Elon knows,
10/22/2024 Eastern Bank8,234$792K0.0%N/A0.003%
10/22/2024 My Legacy Advisors LLC6,335$609K0.2%-20.1%0.002%
10/22/2024 Signaturefd LLC5,260$506K0.0%-5.4%0.002%
10/22/2024 Sequoia Financial Advisors LLC53,200$5.12M0.1%-6.5%0.017%
10/21/2024 Oakworth Capital Inc.1,146$110K0.0%+41.7%0.000%
10/21/2024 Foundations Investment Advisors LLC11,751$1.13M0.0%+24.4%0.004%
10/21/2024 Raleigh Capital Management Inc.6,387$614K0.2%+25,448.0%0.002%
10/21/2024 CarsonAllaria Wealth Management Ltd.1,254$121K0.1%N/A0.000%
10/21/2024 MBE Wealth Management LLC2,255$217K0.1%N/A0.001%
10/19/2024 Allspring Global Investments Holdings LLC132,214$12.72M0.0%+9.3%0.042%
(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, 1,068 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.26B), 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 890 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), American Century Companies Inc. ($2.13M), Confluence Investment Management LLC ($1.79M), Envestnet Asset Management Inc. ($1.44M), Clearbridge Investments LLC ($1.20M), Bessemer Group Inc. ($1.02M), and Bank of Montreal Can ($930.97K).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 45,425,029 shares in the last 24 months. This purchase volume represents approximately $3.96B in transactions.

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

Of the 617 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: Vanguard Group Inc. ($2.41M), Magellan Asset Management Ltd ($2.14M), Price T Rowe Associates Inc. MD ($1.61M), JPMorgan Chase & Co. ($1.34M), Cohen & Steers Inc. ($1.18M), Renaissance Technologies LLC ($1.05M), and Millennium Management LLC ($970.07K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 30,572,436 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.



This page (NYSE:WEC) was last updated on 10/31/2024 by MarketBeat.com Staff
From Our Partners