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WEC Energy Group (WEC) Institutional Ownership

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$106.92 -1.62 (-1.50%)
As of 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for WEC Energy Group (NYSE:WEC)

Current
Institutional Ownership
Percentage
77.20%
Number of
Institutional Buyers
(last 12 months)
847
Total
Institutional Inflows
(last 12 months)
$7.53B
Number of
Institutional Sellers
(last 12 months)
546
Total
Institutional Outflows
(last 12 months)
$2.16B
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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
8/25/2025Hilltop Partners LLC2,539$265K0.1%+7.1%0.001%
8/20/2025 Kentucky Retirement Systems20,265$2.11M0.1%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund8,601$896K0.1%-6.5%0.003%
8/19/2025 B. Riley Wealth Advisors Inc.3,210$334K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC47,607$5.19M0.1%-1.2%0.015%
8/19/2025 State of Wyoming1,762$184K0.0%+5.7%0.001%
8/19/2025 Asset Dedication LLC2,186$228K0.0%+541.1%0.001%
8/19/2025 Campbell Capital Management Inc.18,000$1.88M0.7%N/A0.006%
8/19/2025 Pitcairn Co.2,662$277K0.0%-18.1%0.001%
8/18/2025 Hudson Bay Capital Management LP121,508$12.66M0.0%-24.0%0.038%
8/18/2025 Tyler Stone Wealth Management3,890$405K0.1%-2.5%0.001%
8/18/2025 Nomura Holdings Inc.38,669$4.03M0.0%+122.4%0.012%
8/18/2025 N.E.W. Advisory Services LLC35,135$3.66M0.4%-12.5%0.011%
8/18/2025 Geneos Wealth Management Inc.17,213$1.79M0.0%+43.5%0.005%
8/18/2025 Westwood Holdings Group Inc.987,623$102.91M0.8%-6.0%0.307%
8/18/2025 CYBER HORNET ETFs LLC830$86K0.1%N/A0.000%
8/18/2025 Rexford Capital Inc.2,936$306K0.3%N/A0.001%
8/16/2025 Parr Mcknight Wealth Management Group LLC44,198$4.61M0.6%+114.1%0.014%
8/16/2025 Public Sector Pension Investment Board65,711$6.85M0.0%-22.6%0.020%
8/15/2025 Strategic Investment Advisors MI2,872$299K0.0%+30.5%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co181,131$18.89M0.0%-1.4%0.056%
8/15/2025 Tower Research Capital LLC TRC 4,032$420K0.0%-84.0%0.001%
8/15/2025 MUFG Securities EMEA plc936$98K0.0%N/A0.000%
8/15/2025 Semmax Financial Advisors Inc.23,229$2.56M0.7%+2.0%0.007%
8/15/2025 Corient Private Wealth LLC438,053$45.65M0.1%+92.2%0.136%
8/15/2025 State of Tennessee Department of Treasury144,771$15.09M0.1%-3.5%0.045%
8/15/2025 Stonebridge Capital Advisors LLC5,776$602K0.0%+40.7%0.002%
8/15/2025 Captrust Financial Advisors31,729$3.31M0.0%+5.3%0.010%
8/15/2025 Blue Chip Partners LLC2,890$301K0.0%-16.1%0.001%
8/15/2025 Fidelity D & D Bancorp Inc.2,082$217K0.1%-8.8%0.001%
8/15/2025 Vident Advisory LLC26,227$2.73M0.0%+5.8%0.008%
8/15/2025 Voleon Capital Management LP2,461$256K0.0%N/A0.001%
8/15/2025 Voya Financial Advisors Inc.8,483$875K0.1%+7.4%0.003%
8/15/2025 Tidal Investments LLC10,207$1.06M0.0%-2.1%0.003%
8/15/2025 Smartleaf Asset Management LLC1,797$185K0.0%-6.6%0.001%
8/15/2025 Snowden Capital Advisors LLC7,047$734K0.0%-28.0%0.002%
8/15/2025 Sone Capital Management LLC42,606$4.44M0.4%+103.6%0.013%
8/15/2025 Soroban Capital Partners LP328,453$34.23M0.3%-62.6%0.102%
8/15/2025 Rafferty Asset Management LLC34,296$3.57M0.0%+20.0%0.011%
8/15/2025 Resolution Capital Ltd77,460$8.07M0.2%+467.6%0.024%
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8/15/2025 OV Management LLC9,695$1.01M0.8%-60.3%0.003%
8/15/2025 Orion Porfolio Solutions LLC52,458$5.47M0.0%+2.3%0.016%
8/15/2025 MML Investors Services LLC202,474$21.10M0.1%+2.5%0.063%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.11,299$1.18M0.1%-23.8%0.004%
8/15/2025 Modern Wealth Management LLC7,096$739K0.0%+4.8%0.002%
8/15/2025 Linden Advisors LP235,404$24.53M0.2%N/A0.073%
8/15/2025 Hudson Bay Capital Management LP121,508$12.66M0.0%-24.0%0.038%
8/15/2025 IHT Wealth Management LLC10,767$1.12M0.0%+11.1%0.003%
8/15/2025 Great Valley Advisor Group Inc.14,880$1.55M0.0%-1.6%0.005%
8/15/2025 EP Wealth Advisors LLC9,698$1.01M0.0%+44.9%0.003%
8/15/2025 Eventide Asset Management LLC29,329$3.27M0.1%+17.6%0.009%
8/15/2025 Energy Income Partners LLC443,082$46.17M0.9%-0.2%0.138%
8/15/2025 Curi Capital LLC14,660$1.53M0.0%N/A0.005%
8/15/2025 Benjamin Edwards Inc.618,304$64.43M0.8%+1.4%0.192%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S13,120$1.37M0.0%-77.3%0.004%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp50,205$5.23M0.0%-17.0%0.016%
8/15/2025 Brevan Howard Capital Management LP14,106$1.47M0.0%+49.2%0.004%
8/15/2025 Balyasny Asset Management L.P.774,679$80.72M0.1%+324.1%0.241%
8/15/2025 AQR Capital Management LLC445,338$45.99M0.0%+38.0%0.138%
8/14/2025 MGB Wealth Management LLC5,430$566K0.2%-4.9%0.002%
8/14/2025 California State Teachers Retirement System382,506$39.86M0.0%+1.8%0.119%
8/14/2025 Financial Advisors Network Inc.4,688$488K0.1%+3.0%0.001%
8/14/2025 Raymond James Financial Inc.1,827,960$190.47M0.1%-6.8%0.568%
8/14/2025 Canada Pension Plan Investment Board380,981$39.70M0.0%+17.8%0.118%
8/14/2025 Quantinno Capital Management LP96,930$10.10M0.0%+41.9%0.030%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.59,716$6.22M0.0%+1.1%0.019%
8/14/2025 Diversify Advisory Services LLC9,014$986K0.0%+130.7%0.003%
8/14/2025 Lavaca Capital LLC1,194$124K0.0%+198.5%0.000%
8/14/2025 Alliancebernstein L.P.344,974$35.95M0.0%-10.2%0.107%
8/14/2025 Peapack Gladstone Financial Corp2,375$247K0.0%-63.6%0.001%
8/14/2025 Decade Renewable Partners LP53,680$5.59M4.4%N/A0.017%
8/14/2025 Osterweis Capital Management Inc.262$27K0.0%N/A0.000%
8/14/2025 ICW Investment Advisors LLC13,730$1.43M0.6%+1.8%0.004%
8/14/2025 Treasurer of the State of North Carolina149,196$15.55M0.0%+3.1%0.046%
8/14/2025 The Manufacturers Life Insurance Company 555,800$57.91M0.1%+21.1%0.173%
8/14/2025 CIBC Asset Management Inc162,813$16.97M0.1%+18.3%0.051%
8/14/2025 Nebula Research & Development LLC5,410$564K0.0%-46.4%0.002%
8/14/2025 Dearborn Partners LLC382,369$39.84M1.9%+1.3%0.119%
8/14/2025 NewEdge Advisors LLC58,364$6.08M0.0%+8.8%0.018%
8/14/2025 Qube Research & Technologies Ltd333,552$34.76M0.0%+477.4%0.104%
8/14/2025 Investment Management Corp of Ontario37,396$3.90M0.1%-58.3%0.012%
8/14/2025 iSAM Funds UK Ltd14,740$1.54M0.3%N/A0.005%
8/14/2025 London & Capital Asset Management Ltd21,267$2.22M0.2%-47.7%0.007%
8/14/2025 CoreFirst Bank & Trust245$26K0.0%N/A0.000%
8/14/2025 Ossiam2,434$254K0.0%+22.4%0.001%
8/14/2025 Bank of Nova Scotia55,988$5.83M0.0%+19.2%0.017%
8/14/2025 California Public Employees Retirement System1,195,502$124.57M0.1%-15.2%0.371%
8/14/2025 Cary Street Partners Financial LLC2,822$294K0.0%+69.0%0.001%
8/14/2025 Cerity Partners LLC44,286$4.62M0.0%+7.3%0.014%
8/14/2025 Federated Hermes Inc.2,030,461$211.57M0.4%+1.5%0.631%
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8/13/2025 Jump Financial LLC2,033$212K0.0%-85.3%0.001%
8/13/2025 Quantum Portfolio Management LLC3,845$401K0.2%-2.4%0.001%
8/13/2025 Hendershot Investments Inc.9,218$961K0.1%-1.6%0.003%
8/13/2025 Morton Community Bank41,555$4.33M1.1%+3.2%0.013%
8/13/2025 SageView Advisory Group LLC4,416$475K0.0%-15.8%0.001%
8/13/2025 Qtron Investments LLC7,456$777K0.1%-40.6%0.002%
8/13/2025 Cresset Asset Management LLC16,778$1.75M0.0%-1.5%0.005%
8/13/2025 Gateway Wealth Partners LLC2,519$262K0.0%+8.5%0.001%
8/13/2025 Brown Advisory Inc.25,757$2.68M0.0%-0.6%0.008%
8/13/2025 Amundi382,413$39.68M0.0%+32.9%0.119%
(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, 1,218 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($4.16B), State Street Corp ($2.06B), Wellington Management Group LLP ($1.10B), Geode Capital Management LLC ($892.02M), Wells Fargo & Company MN ($734.90M), Deutsche Bank AG ($595.63M), and Bank of America Corp DE ($594.81M).Learn more on WEC Energy Group's institutional investors.

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

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

Which institutional investors have been buying WEC Energy Group's stock?

Of the 1,057 institutional investors that purchased WEC Energy Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mizuho Securities USA LLC ($25.99M), Wellington Management Group LLP ($11.05M), Nuveen LLC ($3.70M), Charles Schwab Investment Management Inc. ($3.43M), American Century Companies Inc. ($2.13M), Envestnet Asset Management Inc. ($2.02M), and Raymond James Financial Inc. ($2.01M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 76,455,726 shares in the last 24 months. This purchase volume represents approximately $7.53B in transactions.

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

Of the 546 institutional investors that sold WEC Energy Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: American Century Companies Inc. ($1.45M), Invesco Ltd. ($1.14M), Bank of America Corp DE ($1.00M), Magellan Asset Management Ltd ($994.61K), Soroban Capital Partners LP ($947.14K), Wellington Management Group LLP ($909.86K), and Legal & General Group Plc ($688.72K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 21,319,115 shares in the last 24 months. This volume of shares sold represents approximately $2.16B in transactions.



This page (NYSE:WEC) was last updated on 8/25/2025 by MarketBeat.com Staff
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