Go Pro

WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$106.94 -1.57 (-1.45%)
As of 11:40 AM Eastern

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

Current
Institutional Ownership
Percentage
77.20%
Number of
Institutional Buyers
(last 12 months)
802
Total
Institutional Inflows
(last 12 months)
$3.40B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$9.15B
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.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
8/20/2026 Proficio Capital Partners LLC2,654$310K0.0%N/A0.001%
8/20/2026 Nwam LLC2,544$297K0.0%N/A0.001%
8/20/2026 Renasant Bank1,853$216K0.1%N/A0.001%
8/20/2026Rehmann Capital Advisory Group7,633$891K0.0%+3.7%0.002%
8/20/2026 NS Partners Ltd306,688$35.81M1.5%-4.0%0.094%
8/20/2026 BTG Pactual Asset Management US LLC40,109$4.68M0.3%-62.2%0.012%
8/20/2026 Oarsman Capital Inc.3,545$414K0.0%-16.4%0.001%
8/20/2026 Ancora Advisors LLC596$70K0.0%-14.1%0.000%
8/20/2026 Sigma Planning Corp12,070$1.41M0.0%-2.4%0.004%
8/20/2026 Benjamin Edwards Inc.517,902$60.48M0.6%-11.4%0.159%
8/20/2026 Flputnam Investment Management Co.21,392$2.50M0.0%+2.9%0.007%
8/20/2026 Wedbush Securities Inc.29,121$3.40M0.1%-3.8%0.009%
8/20/2026 Meiji Yasuda Life Insurance Co3,167$370K0.0%N/A0.001%
8/19/2026 Capital Advisors Inc. OK4,946$578K0.0%-4.1%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,644,319$192.01M0.0%+5.0%0.505%
8/19/2026 New Mexico Educational Retirement Board16,153$1.89M0.0%+8.0%0.005%
8/19/2026 Royal London Asset Management Ltd.14,916$1.74M0.0%-4.4%0.005%
8/19/2026 Mufg Securities Americas Inc.9,811$1.15M0.1%+8.9%0.003%
8/19/2026 Van ECK Associates Corp141,115$16.48M0.0%-13.8%0.043%
8/19/2026 Nissay Asset Management Corp Japan43,857$5.12M0.0%+4.0%0.013%
8/19/2026 Braun Stacey Associates Inc.223,745$26.13M0.7%-1.6%0.069%
8/19/2026 Hsbc Holdings PLC617,881$72.30M0.0%+16.9%0.190%
8/19/2026 Fox Hill Wealth Management19,020$2.22M0.9%N/A0.006%
8/19/2026 Kingsview Wealth Management LLC47,739$5.58M0.1%N/A0.015%
8/18/2026 Beacon Pointe Advisors LLC27,409$3.20M0.0%N/A0.008%
8/18/2026 49 Wealth Management LLC5,774$674K0.1%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt2,208$258K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.53,274$6.31M0.0%N/A0.016%
8/18/2026 Glenview Trust Co3,580$418K0.0%N/A0.001%
8/18/2026 North Star Asset Management Inc.6,244$729K0.0%N/A0.002%
8/18/2026 Concorde Asset Management LLC2,893$338K0.2%N/A0.001%
8/18/2026 Empowered Funds LLC30,428$3.55M0.0%N/A0.009%
8/18/2026 United Capital Financial Advisors LLC8,824$1.03M0.0%N/A0.003%
8/18/2026 Dearborn Partners LLC284,723$33.25M1.5%N/A0.087%
8/18/2026 WNY Asset Management LLC8,153$952K0.1%N/A0.003%
8/18/2026 Equitable Holdings Inc.9,122$1.07M0.0%N/A0.003%
8/18/2026 Centaurus Financial Inc.1,386$162K0.0%N/A0.000%
8/18/2026 Coastal Bridge Advisors LLC12,880$1.50M0.1%N/A0.004%
8/18/2026Jefferies Financial Group Inc.30,920$3.61M0.0%N/A0.009%
8/18/2026 Public Employees Retirement System of Ohio100,795$11.77M0.0%N/A0.031%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

8/17/2026 Proficio Capital Partners LLC2,654$310K0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC2,501$292K0.0%N/A0.001%
8/17/2026 Transamerica Financial Advisors LLC1,753$205K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP202,908$23.69M0.0%N/A0.062%
8/17/2026 Perennial Investment Advisors LLC2,752$321K0.0%N/A0.001%
8/17/2026 Ausdal Financial Partners Inc.1,749$204K0.0%N/A0.001%
8/15/2026 Caisse de depot et placement du Quebec1,098,659$128.29M0.2%N/A0.337%
8/15/2026 Invst LLC5,995$700K0.1%N/A0.002%
8/15/2026 First Bancorp Inc ME 421$49K0.0%N/A0.000%
8/15/2026 Jupiter Topco LLC685,202$80.01M0.0%N/A0.210%
8/14/2026 Hsbc Holdings PLC617,881$72.30M0.0%N/A0.190%
8/14/2026 Ancora Advisors LLC596$70K0.0%N/A0.000%
8/14/2026 PDT Partners LLC16,000$1.87M0.1%N/A0.005%
8/14/2026 Canada Pension Plan Investment Board286,582$33.46M0.0%N/A0.088%
8/14/2026 Legal & General Group Plc2,561,444$299.10M0.1%N/A0.786%
8/14/2026 The Manufacturers Life Insurance Company 218,261$25.49M0.0%N/A0.067%
8/14/2026 Fiduciary Financial Advisors733$85K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC2,100$245K0.0%N/A0.001%
8/14/2026 McDonough Capital Management Inc3,788$442K0.2%N/A0.001%
8/14/2026 Dearborn Partners LLC314,438$36.40M1.9%N/A0.096%
8/13/2026 Asset One Wealth Management LLC1,956$221K0.0%N/A0.001%
8/13/2026 OMERS ADMINISTRATION Corp90,982$10.62M0.1%N/A0.028%
8/13/2026 Sanctuary Advisors LLC117,288$13.70M0.1%N/A0.036%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.8,236$962K0.0%N/A0.003%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.12,002$1.40M0.1%N/A0.004%
8/13/2026 Magellan Asset Management Ltd1,238,180$144.58M3.2%N/A0.380%
8/13/2026 Haverford Trust Co5,792$676K0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia77,375$9.04M0.0%N/A0.024%
8/12/2026 Compass Financial Management LLC266$29K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC6,657$777K0.0%N/A0.002%
8/12/2026 Daiichi Life Insurance Co. Ltd.16,753$1.96M0.0%N/A0.005%
8/12/2026 Commerce Bank87,185$10.18M0.0%N/A0.027%
8/12/2026 Quantbot Technologies LP79,796$9.32M0.4%N/A0.024%
8/12/2026 Evolve Private Wealth LLC3,248$379K0.0%N/A0.001%
8/12/2026 W1M Asset Management Ltd527,164$61.55M0.6%N/A0.162%
8/12/2026 Madison Wealth Partners Inc2,981$348K0.0%N/A0.001%
8/12/2026 Westpac Banking Corp7,172$837K0.1%N/A0.002%
8/12/2026 Sumitomo Life Insurance Co.10,614$1.24M0.0%N/A0.003%
8/12/2026 Korea Investment CORP82,140$9.59M0.0%N/A0.025%
8/12/2026 EP Wealth Advisors LLC10,935$1.28M0.0%N/A0.003%
8/12/2026 Heartland Bank & Trust Co4,722$551K0.1%N/A0.001%
8/12/2026 Pinnacle West Asset Management Inc.2,520$294K0.2%N/A0.001%
8/12/2026 Ieq Capital LLC2,195$256K0.0%N/A0.001%
8/12/2026 Callan Family Office LLC8,279$967K0.0%N/A0.003%
8/12/2026 Expressive Wealth LLC2,761$322K0.3%N/A0.001%
8/12/2026 Heartland Advisors Inc.108,279$12.64M0.6%N/A0.033%
8/12/2026 Keebeck Wealth Management30,280$3.54M0.3%N/A0.009%
8/11/2026 Keating Financial Advisory Services Inc.532$62K0.0%N/A0.000%
8/11/2026 OneAscent Investment Solutions LLC2,809$328K0.3%N/A0.001%
8/11/2026 OneAscent Financial Services LLC3,021$353K0.0%N/A0.001%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
8/11/2026 Allworth Financial LP46,051$5.38M0.0%N/A0.014%
8/11/2026 B. Metzler seel. Sohn & Co. AG137,178$16.02M0.1%N/A0.042%
8/11/2026 Silvant Capital Management LLC290$34K0.0%N/A0.000%
8/11/2026 KilterHowling LLC2,068$242K0.1%N/A0.001%
8/11/2026 D L Carlson Investment Group Inc.2,635$308K0.0%N/A0.001%
8/11/2026 Portfolio Design Labs LLC9,666$1.13M0.2%N/A0.003%
8/11/2026 Ninepoint Partners LP12,863$1.50M0.1%N/A0.004%
8/11/2026 Advisors Capital Management LLC6,362$743K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.39,370$4.60M0.1%N/A0.012%
8/11/2026 Asahi Life Asset Management CO. LTD.1,850$216K0.1%N/A0.001%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,354 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($4.33B), State Street Corp ($2.06B), Wellington Management Group LLP ($1.10B), Geode Capital Management LLC ($928.65M), 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.

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

Of the 1,199 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 ($11.02M), Nuveen LLC ($3.70M), Charles Schwab Investment Management Inc. ($3.41M), Legal & General Group Plc ($2.81M), Franklin Resources Inc. ($2.35M), and Raymond James Financial Inc. ($2.25M).

Institutional investors have bought a total of 30,157,185 shares in the last 24 months. This purchase volume represents approximately $3.40B in transactions.

Of the 453 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: Weiss Asset Management LP ($23.55M), Citigroup Inc. ($20.73M), Daiwa Securities Group Inc. ($15.00M), UBS Group AG ($10.40M), Jain Global LLC ($3.98M), Clearbridge Investments LLC ($1.29M), and California Public Employees Retirement System ($517.29K).

Institutional investors have sold a total of 83,374,434 shares in the last 24 months. This volume of shares sold represents approximately $9.15B in transactions.



Institutional ownership data for NYSE:WEC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners