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WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$115.09 +0.20 (+0.18%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$114.96 -0.13 (-0.11%)
As of 07/10/2026 05:41 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
845
Total
Institutional Inflows
(last 12 months)
$2.60B
Number of
Institutional Sellers
(last 12 months)
534
Total
Institutional Outflows
(last 12 months)
$9.50B
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Skip Chart & View Institutional Buying and Selling Data

WEC Institutional Buying and Selling by Quarter

WEC Energy Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Bank & Trust Co9,365$1.09M0.7%-1.6%0.003%
7/10/2026 Annex Advisory Services LLC121,431$14.18M0.2%+8.6%0.037%
7/10/2026 Tema ETFs LLC5,657$661K0.0%+8.3%0.002%
7/10/2026 Diversified Management Inc.25,869$3.02M0.6%-22.5%0.008%
7/10/2026 Fulton Bank N.A.24,135$2.82M0.1%+16.4%0.007%
7/9/2026 First Bank & Trust11,314$1.32M0.2%+8.4%0.003%
7/9/2026 Matrix Trust Co14,621$1.71M0.2%-3.6%0.004%
7/9/2026 Friday Financial1,945$229K0.1%N/A0.001%
7/9/2026 Sapient Capital LLC3,679$430K0.0%+61.0%0.001%
7/9/2026 Focus Financial Network Inc.6,287$734K0.0%+4.2%0.002%
7/9/2026 Franklin Parlapiano Turner & Welch LLC80,089$9.35M2.1%-0.6%0.025%
7/9/2026 Everhart Financial Group Inc.2,082$243K0.0%N/A0.001%
7/9/2026 Everpar Advisors LLC2,885$337K0.1%+17.0%0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.39,313$4.59M0.1%+6.8%0.012%
7/9/2026 Valeo Financial Advisors LLC2,877$336K0.0%+27.9%0.001%
7/8/2026 Gradient Investments LLC6,297$735K0.0%+20.3%0.002%
7/8/2026 Rockland Trust Co.120,208$14.04M0.6%+3.6%0.037%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.11,858$1.39M0.5%+6.5%0.004%
7/8/2026 Czech National Bank92,714$10.83M0.1%+4.6%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab89,984$10.51M0.1%+9.8%0.028%
7/8/2026 Assenagon Asset Management S.A.121,035$14.13M0.0%+1,902.9%0.037%
7/7/2026 Dynamic Advisor Solutions LLC3,457$404K0.0%-5.6%0.001%
7/7/2026 GAMMA Investing LLC30,049$3.51M0.1%+13.1%0.009%
7/7/2026 Grant Private Wealth Management Inc3,741$437K0.2%+41.5%0.001%
7/7/2026 Grove Bank & Trust470$55K0.0%+176.5%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.6,852$800K0.3%N/A0.002%
7/6/2026 Stonebridge Financial Group LLC21,710$2.54M0.2%+3.0%0.007%
7/6/2026 Somerset Trust Co37,753$4.41M1.2%+0.9%0.012%
7/6/2026 RDA Financial Network3,540$413K0.1%+66.5%0.001%
7/6/2026 Trilogy Capital Inc.29,110$3.40M0.1%+1.3%0.009%
7/1/2026 Confluence Investment Management LLC1,191,332$139.11M2.2%-3.7%0.366%
7/1/2026 Eastern Bank5,197$607K0.0%-4.1%0.002%
6/22/2026 Sapient Capital LLC2,285$265K0.0%N/A0.001%
6/18/2026Western Wealth Management LLC3,005$348K0.0%-3.7%0.001%
6/18/2026Pacer Advisors Inc.27,324$3.16M0.0%-24.0%0.008%
6/9/2026Rathbones Group PLC828,174$95.88M0.4%+5.2%0.254%
6/3/2026Parallel Advisors LLC5,356$620K0.0%+20.8%0.002%
6/3/2026NewEdge Advisors LLC90,700$10.50M0.0%+0.3%0.028%
6/2/2026Optiver Holding B.V.1,050$122K0.0%-18.5%0.000%
6/1/2026Dala Group LLC2,398$278K0.2%N/A0.001%
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5/26/2026Glenmede Trust Co. NA41,940$4.86M0.0%-3.0%0.013%
5/22/2026Summitry LLC1,889$219K0.0%N/A0.001%
5/22/2026WNY Asset Management LLC8,649$1.00M0.1%N/A0.003%
5/22/2026Segall Bryant & Hamill LLC93,201$10.56M0.1%N/A0.029%
5/21/2026Argent Capital Management LLC155,296$17.98M0.6%N/A0.048%
5/21/2026BankChampaign National Association2,881$334K0.3%N/A0.001%
5/19/2026Western Wealth Management LLC3,005$348K0.0%-3.7%0.001%
5/19/2026Paragon Private Wealth Management LLC5,179$600K0.2%-3.4%0.002%
5/19/2026Janus Henderson Group PLC700,527$81.10M0.0%+3,337.5%0.215%
5/19/2026Strategic Investment Advisors MI9,729$1.13M0.1%N/A0.003%
5/19/2026Arkadios Wealth Advisors11,361$1.32M0.0%-6.4%0.003%
5/19/2026IFS Group LLC1,879$218K0.2%N/A0.001%
5/19/2026Altshuler Shaham Ltd7,953$921K0.0%+13.7%0.002%
5/18/2026Amundi431,842$49.99M0.0%-25.4%0.133%
5/18/2026EverSource Wealth Advisors LLC4,584$531K0.0%+9.8%0.001%
5/18/2026California State Teachers Retirement System374,125$43.31M0.0%-2.8%0.115%
5/18/2026Empowered Funds LLC31,446$3.64M0.0%+25.7%0.010%
5/18/2026Energy Income Partners LLC765,610$88.64M1.4%+3.0%0.235%
5/16/2026The Manufacturers Life Insurance Company 222,162$25.72M0.0%-8.4%0.068%
5/16/2026KCM Investment Advisors LLC16,743$1.94M0.1%-4.5%0.005%
5/16/2026Excelsior Advisor Network LLC2,546$295K0.1%N/A0.001%
5/16/2026Quantinno Capital Management LP254,916$29.51M0.0%+18.9%0.078%
5/16/2026Soroban Capital Partners LP1,198,148$138.71M0.3%-13.7%0.368%
5/15/2026Gateway Wealth Partners LLC7,411$858K0.0%+147.0%0.002%
5/15/2026Blue Chip Partners LLC2,192$254K0.0%-10.7%0.001%
5/15/2026Delta Global Management LP21,705$2.51M0.2%-8.4%0.007%
5/15/2026OMERS ADMINISTRATION Corp129,835$15.03M0.1%+2.9%0.040%
5/15/2026Bradley Foster & Sargent Inc. CT6,308$730K0.0%-12.8%0.002%
5/15/2026Waverly Advisors LLC11,190$1.30M0.0%+5.2%0.003%
5/15/2026Wealth Alliance LLC20,043$2.32M0.2%+38.3%0.006%
5/15/2026Epoch Investment Partners Inc.113,463$13.14M0.1%+8.0%0.035%
5/15/2026Entropy Technologies LP9,250$1.07M0.0%-61.0%0.003%
5/14/2026Dai ichi Life Insurance Company Ltd16,753$1.94M0.1%-5.6%0.005%
5/14/2026Renaissance Technologies LLC127,775$14.79M0.0%-39.1%0.039%
5/14/2026Hilltop Holdings Inc.3,463$401K0.0%-84.2%0.001%
5/14/2026Public Employees Retirement System of Ohio102,627$11.88M0.0%-2.7%0.032%
5/14/2026Compound Planning Inc.5,687$658K0.0%-27.9%0.002%
5/14/2026Modern Wealth Management LLC8,646$1.00M0.0%+7.5%0.003%
5/14/2026Keebeck Wealth Management28,871$3.34M0.4%-27.5%0.009%
5/14/2026Inceptionr LLC19,331$2.24M0.5%N/A0.006%
5/14/2026Bank of Nova Scotia85,401$9.89M0.0%+21.7%0.026%
5/14/2026Gibbs Wealth Management4,589$531K0.1%+53.8%0.001%
5/14/2026Lido Advisors LLC19,946$2.31M0.0%-5.0%0.006%
5/13/2026Signature Equity Partners LLC1,187$137K0.1%+18.5%0.000%
5/13/2026NewEdge Wealth LLC11,117$1.29M0.0%-10.9%0.003%
5/13/2026CI Investments Inc.42,033$4.87M0.0%+4.2%0.013%
5/13/2026First Trust Advisors LP580,914$67.25M0.0%-7.9%0.178%
5/12/2026Magellan Asset Management Ltd1,261,329$146.02M1.9%-1.9%0.387%
5/12/2026Westpac Banking Corp8,384$971K0.1%+2.2%0.003%
5/8/2026PNC Financial Services Group Inc.2,571,015$297.65M0.2%+0.3%0.789%
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5/8/2026Burling Wealth Partners LLC6,859$794K0.1%-14.9%0.002%
5/8/2026Andra AP fonden661$77K0.0%N/A0.000%
5/8/2026Glenview Trust Co3,175$368K0.0%-14.7%0.001%
5/8/2026Atlantic Family Wealth LLC2,383$276K0.2%N/A0.001%
5/8/2026Madison Asset Management LLC5,485$635K0.0%N/A0.002%
5/8/2026Johnson Financial Group Inc.30,993$3.59M0.1%-2.5%0.010%
5/8/2026Commerzbank Aktiengesellschaft FI3,086$357K0.0%-62.9%0.001%
5/7/2026Meeder Advisory Services Inc.8,227$952K0.0%-13.3%0.003%
5/7/2026Dimensional Fund Advisors LP1,286,276$148.91M0.0%+3.4%0.395%
5/7/2026Parallel Advisors LLC5,356$620K0.0%+20.8%0.002%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,347 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 1,197 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), Franklin Resources Inc. ($2.35M), Raymond James Financial Inc. ($2.25M), and Janus Henderson Group PLC ($2.11M).

Institutional investors have bought a total of 23,939,473 shares in the last 24 months. This purchase volume represents approximately $2.60B in transactions.

Of the 532 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 Soroban Capital Partners LP ($738.42K).

Institutional investors have sold a total of 86,681,643 shares in the last 24 months. This volume of shares sold represents approximately $9.50B in transactions.


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This page (NYSE:WEC) was last updated on 7/11/2026 by MarketBeat.com Staff.
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