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WEC Energy Group (WEC) Institutional Ownership

$78.77
-0.54 (-0.68%)
(As of 01:20 PM 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)
528
Total
Institutional Inflows
(last 12 months)
$2.00B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$1.40B
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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
6/11/2024 EverSource Wealth Advisors LLC807$67K0.0%+49.4%0.000%
6/4/2024 DekaBank Deutsche Girozentrale118,479$9.55M0.0%-11.3%0.038%
5/30/2024 Cambridge Trust Co.80,536$6.61M0.3%-1.3%0.026%
5/28/2024 Teachers Retirement System of The State of Kentucky25,798$2.12M0.0%-4.9%0.008%
5/24/2024 Cetera Advisors LLC28,740$2.36M0.0%+76.7%0.009%
5/24/2024 Cetera Investment Advisers115,116$9.45M0.0%+359.5%0.036%
5/21/2024 Atria Investments Inc46,516$3.82M0.1%-1.1%0.015%
5/20/2024 Independent Wealth Network Inc.2,480$204K0.1%-12.2%0.001%
5/17/2024 KLCM Advisors Inc.35,942$2.95M0.4%+4.7%0.011%
5/17/2024 Comerica Bank98,183$8.06M0.0%+1.1%0.031%
5/16/2024 California State Teachers Retirement System423,078$34.74M0.0%-3.8%0.134%
5/16/2024 B. Riley Wealth Advisors Inc.6,876$554K0.0%+2.1%0.002%
5/15/2024 Ascent Group LLC18,778$1.54M0.1%+4.4%0.006%
5/15/2024 Earnest Partners LLC1,748,141$143.56M0.7%+36.0%0.554%
5/15/2024 SVB Wealth LLC2,818$231K0.0%-5.5%0.001%
5/15/2024 Public Employees Retirement System of Ohio122,773$10.08M0.0%-8.6%0.039%
5/15/2024 London & Capital Asset Management Ltd430,882$35.38M2.7%+4.8%0.136%
5/15/2024 Public Employees Retirement Association of Colorado43,661$3.59M0.0%-4.8%0.014%
5/15/2024 Energy Income Partners LLC1,022,040$83.93M1.7%+3.4%0.324%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund10,410$855K0.1%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems23,955$1.97M0.1%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD987,791$81.12M0.0%-41.5%0.313%
5/15/2024 BOKF NA29,379$2.40M0.0%+7.9%0.009%
5/15/2024 Epoch Investment Partners Inc.698,548$57.37M0.3%-9.6%0.221%
5/15/2024 Gabelli Funds LLC676,270$55.54M0.4%-1.4%0.214%
5/14/2024 Canada Pension Plan Investment Board583,626$47.93M0.1%+3.9%0.185%
5/14/2024 Guardian Capital LP78,346$6.43M0.2%-0.4%0.025%
5/14/2024 Westwood Holdings Group Inc.1,320,723$108.46M0.8%+9.2%0.418%
5/14/2024 JT Stratford LLC14,737$1.21M0.2%N/A0.005%
5/14/2024 Toronto Dominion Bank100,461$8.25M0.0%-44.4%0.032%
5/14/2024 Sheaff Brock Investment Advisors LLC7,215$593K0.0%+71.9%0.002%
5/14/2024 Rodgers Brothers Inc.20,629$1.69M0.2%+2.0%0.007%
5/14/2024 Advisors Asset Management Inc.79,784$6.55M0.1%-13.8%0.025%
5/14/2024 Axxcess Wealth Management LLC2,727$224K0.0%-47.2%0.001%
5/14/2024 EP Wealth Advisors LLC4,232$348K0.0%+8.1%0.001%
5/14/2024 EntryPoint Capital LLC1,406$115K0.1%N/A0.000%
5/14/2024 Shell Asset Management Co.14,980$1.23M0.1%+38.4%0.005%
5/14/2024 Mattern Capital Management LLC91,001$7.47M1.0%+17.3%0.029%
5/14/2024 Crewe Advisors LLC3,642$299K0.0%N/A0.001%
5/14/2024 MQS Management LLC3,727$306K0.2%+7.8%0.001%
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5/14/2024 Natixis41,272$3.39M0.0%+403.2%0.013%
5/14/2024 CANADA LIFE ASSURANCE Co164,024$13.47M0.0%-0.4%0.052%
5/14/2024 American International Group Inc.97,139$7.98M0.0%-0.7%0.031%
5/14/2024 Vaughan David Investments LLC IL456,783$37.51M0.9%+6.6%0.145%
5/13/2024 Bessemer Group Inc.960,884$78.91M0.1%-7.0%0.304%
5/13/2024 UniSuper Management Pty Ltd15,296$1.26M0.0%+379.5%0.005%
5/13/2024 Clearbridge Investments LLC1,333,883$109.54M0.1%+0.1%0.422%
5/13/2024 O Shaughnessy Asset Management LLC75,389$6.19M0.1%+30.4%0.024%
5/13/2024 Ameritas Investment Partners Inc.18,897$1.55M0.1%+373.6%0.006%
5/13/2024 Penobscot Investment Management Company Inc.28,716$2.36M0.2%-12.1%0.009%
5/11/2024 Bahl & Gaynor Inc.1,006,120$82.62M0.5%-1.4%0.319%
5/11/2024 Alley Investment Management Company LLC40,078$3.29M0.5%+2.1%0.013%
5/11/2024 ESL Trust Services LLC451$37K0.0%N/A0.000%
5/11/2024 Edgestream Partners L.P.38,595$3.17M0.2%+241.2%0.012%
5/10/2024 Ontario Teachers Pension Plan Board33,574$2.76M0.0%+142.4%0.011%
5/10/2024 Blue Barn Wealth LLC4,042$332K0.2%+21.0%0.001%
5/10/2024 Acadian Asset Management LLC1,380$113K0.0%-44.1%0.000%
5/10/2024 South Street Advisors LLC169,072$13.88M2.2%+0.9%0.054%
5/10/2024 TIAA Trust National Association11,512$945K0.0%-3.9%0.004%
5/10/2024 Vanguard Group Inc.39,674,127$3.26B0.1%-4.8%12.562%
5/10/2024 Spirepoint Private Client LLC2,740$225K0.0%N/A0.001%
5/10/2024 Intech Investment Management LLC54,090$4.44M0.1%+335.4%0.017%
5/10/2024 Clearstead Trust LLC17,669$1.45M0.4%-6.6%0.006%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp279,936$22.99M0.1%-2.6%0.089%
5/10/2024 Nicolet Advisory Services LLC113,518$9.30M0.9%-5.5%0.036%
5/10/2024 Motco60,560$4.97M0.3%+1.3%0.019%
5/9/2024 Orion Portfolio Solutions LLC44,749$3.68M0.0%+43.2%0.014%
5/9/2024 Blair William & Co. IL45,339$3.72M0.0%+0.8%0.014%
5/9/2024 HBK Sorce Advisory LLC4,056$333K0.0%+19.1%0.001%
5/9/2024 Scout Investments Inc.197,567$16.11M0.4%-6.1%0.063%
5/9/2024 Kingsview Wealth Management LLC46,210$3.80M0.1%-1.0%0.015%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.390,184$32.04M0.0%+23.4%0.124%
5/9/2024 State Board of Administration of Florida Retirement System423,718$34.80M0.1%+20.3%0.134%
5/9/2024 Dearborn Partners LLC455,753$37.43M1.6%-21.7%0.144%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.16,597$1.36M0.0%-11.2%0.005%
5/8/2024 Entropy Technologies LP43,248$3.55M0.4%N/A0.014%
5/8/2024 Richard C. Young & CO. LTD.40,470$3.32M0.4%-6.5%0.013%
5/8/2024 Bleakley Financial Group LLC7,767$638K0.0%+6.7%0.002%
5/8/2024 ProShare Advisors LLC41,676$3.42M0.0%-1.7%0.013%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS632,691$51.96M0.4%+6.6%0.200%
5/8/2024 Avantax Advisory Services Inc.39,497$3.24M0.0%+17.0%0.013%
5/8/2024 US Bancorp DE384,104$31.54M0.0%-2.3%0.122%
5/8/2024 Russell Investments Group Ltd.109,421$8.99M0.0%+19.4%0.035%
5/8/2024 QRG Capital Management Inc.11,443$940K0.0%+46.8%0.004%
5/8/2024 Headlands Technologies LLC1,547$127K0.0%-55.9%0.000%
5/7/2024 Meeder Advisory Services Inc.5,376$441K0.0%+13.4%0.002%
5/7/2024 NorthRock Partners LLC7,857$645K0.1%+12.6%0.002%
5/7/2024 Sei Investments Co.731,751$60.09M0.1%+27.6%0.232%
5/7/2024 Concurrent Investment Advisors LLC21,787$1.79M0.1%+16.4%0.007%
5/7/2024 Nixon Peabody Trust Co.3,500$287K0.0%N/A0.001%
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5/7/2024Susquehanna Fundamental Investments LLC283,698$23.30M1.1%N/A0.090%
5/7/2024 KCM Investment Advisors LLC21,439$1.76M0.1%-9.2%0.007%
5/7/2024 Swiss National Bank944,587$77.57M0.1%-4.2%0.299%
5/7/2024 Forsta AP Fonden96,200$7.90M0.1%+10.4%0.030%
5/7/2024 Oppenheimer Asset Management Inc.20,054$1.65M0.0%-7.3%0.006%
5/7/2024 Oppenheimer & Co. Inc.21,801$1.79M0.0%+39.0%0.007%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management37,742$3.10M0.1%-1.4%0.012%
5/7/2024 Wealthspire Advisors LLC8,783$721K0.0%-3.4%0.003%
5/7/2024 SG Americas Securities LLC53,325$4.38M0.0%+287.5%0.017%
5/7/2024 Empowered Funds LLC30,792$2.53M0.0%+139.6%0.010%
(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, 1,040 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 892 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), Confluence Investment Management LLC ($1.79M), Envestnet Asset Management Inc. ($1.67M), American Century Companies Inc. ($1.44M), JPMorgan Chase & Co. ($1.42M), Price T Rowe Associates Inc. MD ($1.30M), and Clearbridge Investments LLC ($1.18M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 48,250,756 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 611 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 ($3.18M), Vanguard Group Inc. ($2.41M), Price T Rowe Associates Inc. MD ($1.61M), JPMorgan Chase & Co. ($1.34M), Cohen & Steers Inc. ($1.18M), Renaissance Technologies LLC ($1.02M), and Scout Investments Inc. ($880.52K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 31,347,691 shares in the last 24 months. This volume of shares sold represents approximately $2.78B in transactions.


This page (NYSE:WEC) was last updated on 6/13/2024 by MarketBeat.com Staff

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