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WEC Energy Group (WEC) Institutional Ownership

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$100.96 -1.62 (-1.58%)
Closing price 03:59 PM Eastern
Extended Trading
$101.78 +0.82 (+0.82%)
As of 07:30 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)
808
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$9.16B
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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
9/23/2026QRG Capital Management Inc.27,374$3.20M0.0%+20.0%0.008%
9/23/2026Envestnet Portfolio Solutions Inc.36,702$4.29M0.0%-1.8%0.011%
9/23/2026Envestnet Asset Management Inc.3,734,979$436.13M0.1%+3.1%1.146%
9/9/2026The Manufacturers Life Insurance Company218,261$25.49M0.0%-1.8%0.067%
9/9/2026Integrated Wealth Concepts LLC20,461$2.39M0.0%+2.6%0.006%
9/8/2026Nykredit A S54,653$6.38M0.0%N/A0.017%
8/27/2026Corient Private Wealth LP189,670$22.15M0.0%+68.0%0.058%
8/26/2026Amundi448,027$52.32M0.0%+3.7%0.137%
8/26/2026HighTower Advisors LLC242,818$28.35M0.0%-4.5%0.075%
8/23/2026Readystate Asset Management LP2,261$264K0.0%N/A0.001%
8/23/2026Ameritas Advisory Services LLC33,072$3.86M0.1%+157.8%0.010%
8/23/2026Wedmont Private Capital3,911$450K0.0%+17.8%0.001%
8/23/2026Kintra Wealth LLC1,899$209K0.0%N/A0.001%
8/23/2026Operose Advisors LLC1,580$184K0.0%-7.3%0.000%
8/23/2026HB Wealth Management LLC15,275$1.78M0.0%+7.3%0.005%
8/23/2026Saudi Central Bank22,799$2.66M0.0%+89.9%0.007%
8/23/2026Azimuth Capital Investment Management LLC220,175$25.71M0.9%-2.4%0.068%
8/22/2026Compass Financial Management LLC266$29K0.0%N/A0.000%
8/22/2026NBH Bank733$86K0.0%N/A0.000%
8/22/2026Tenet Wealth Partners LLC3,363$383K0.3%N/A0.001%
8/22/2026Highland Investment Advisors LLC4,255$497K0.2%N/A0.001%
8/22/2026Sapient Capital LLC3,679$430K0.0%+61.0%0.001%
8/22/2026Syon Capital LLC6,271$732K0.0%+11.8%0.002%
8/22/2026TD Waterhouse Canada Inc.13,287$1.55M0.0%-46.5%0.004%
8/22/2026Premier Path Wealth Partners LLC2,416$282K0.0%-6.4%0.001%
8/22/2026Concurrent Investment Advisors LLC43,087$5.03M0.0%+16.9%0.013%
8/22/2026NEOS Investment Management LLC52,443$6.12M0.0%+12.7%0.016%
8/21/2026AXQ Capital LP7,925$925K0.1%-78.1%0.002%
8/21/2026Alley Investment Management Company LLC65,316$7.63M0.9%-5.0%0.020%
8/21/2026Continuum Advisory LLC2,766$323K0.0%+14.9%0.001%
8/21/2026Nykredit A S54,653$6.38M0.0%N/A0.017%
8/21/2026B. Metzler seel. Sohn & Co. AG137,178$16.02M0.1%-7.8%0.042%
8/20/2026Proficio Capital Partners LLC2,654$310K0.0%N/A0.001%
8/20/2026Nwam LLC2,544$297K0.0%N/A0.001%
8/20/2026Renasant Bank1,853$216K0.1%N/A0.001%
8/20/2026Rehmann Capital Advisory Group7,633$891K0.0%+3.7%0.002%
8/20/2026NS Partners Ltd306,688$35.81M1.5%-4.0%0.094%
8/20/2026BTG Pactual Asset Management US LLC40,109$4.68M0.3%-62.2%0.012%
8/20/2026Oarsman Capital Inc.3,545$414K0.0%-16.4%0.001%
8/20/2026Ancora Advisors LLC596$70K0.0%-14.1%0.000%
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8/20/2026Sigma Planning Corp12,070$1.41M0.0%-2.4%0.004%
8/20/2026Benjamin Edwards Inc.517,902$60.48M0.6%-11.4%0.159%
8/20/2026Flputnam Investment Management Co.21,392$2.50M0.0%+2.9%0.007%
8/20/2026Wedbush Securities Inc.29,121$3.40M0.1%-3.8%0.009%
8/20/2026Meiji Yasuda Life Insurance Co3,167$370K0.0%N/A0.001%
8/19/2026Capital Advisors Inc. OK4,946$578K0.0%-4.1%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,644,319$192.01M0.0%+5.0%0.505%
8/19/2026New Mexico Educational Retirement Board16,153$1.89M0.0%+8.0%0.005%
8/19/2026Royal London Asset Management Ltd.14,916$1.74M0.0%-4.4%0.005%
8/19/2026Mufg Securities Americas Inc.9,811$1.15M0.1%+8.9%0.003%
8/19/2026Van ECK Associates Corp141,115$16.48M0.0%-13.8%0.043%
8/19/2026Nissay Asset Management Corp Japan43,857$5.12M0.0%+4.0%0.013%
8/19/2026Braun Stacey Associates Inc.223,745$26.13M0.7%-1.6%0.069%
8/19/2026Hsbc Holdings PLC617,881$72.30M0.0%+16.9%0.190%
8/19/2026Fox Hill Wealth Management19,020$2.22M0.9%N/A0.006%
8/19/2026Kingsview Wealth Management LLC47,739$5.58M0.1%N/A0.015%
8/18/2026Beacon Pointe Advisors LLC27,409$3.20M0.0%N/A0.008%
8/18/202649 Wealth Management LLC5,774$674K0.1%N/A0.002%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt2,208$258K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.53,274$6.31M0.0%N/A0.016%
8/18/2026Glenview Trust Co3,580$418K0.0%N/A0.001%
8/18/2026North Star Asset Management Inc.6,244$729K0.0%N/A0.002%
8/18/2026Concorde Asset Management LLC2,893$338K0.2%N/A0.001%
8/18/2026Empowered Funds LLC30,428$3.55M0.0%N/A0.009%
8/18/2026United Capital Financial Advisors LLC8,824$1.03M0.0%N/A0.003%
8/18/2026Dearborn Partners LLC284,723$33.25M1.5%N/A0.087%
8/18/2026WNY Asset Management LLC8,153$952K0.1%N/A0.003%
8/18/2026Equitable Holdings Inc.9,122$1.07M0.0%N/A0.003%
8/18/2026Centaurus Financial Inc.1,386$162K0.0%N/A0.000%
8/18/2026Coastal Bridge Advisors LLC12,880$1.50M0.1%N/A0.004%
8/18/2026Jefferies Financial Group Inc.30,920$3.61M0.0%N/A0.009%
8/18/2026Public Employees Retirement System of Ohio100,795$11.77M0.0%N/A0.031%
8/17/2026Proficio Capital Partners LLC2,654$310K0.0%N/A0.001%
8/17/2026Pure Financial Advisors LLC2,501$292K0.0%N/A0.001%
8/17/2026Transamerica Financial Advisors LLC1,753$205K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP202,908$23.69M0.0%N/A0.062%
8/17/2026Perennial Investment Advisors LLC2,752$321K0.0%N/A0.001%
8/17/2026Ausdal Financial Partners Inc.1,749$204K0.0%N/A0.001%
8/15/2026Caisse de depot et placement du Quebec1,098,659$128.29M0.2%N/A0.337%
8/15/2026Invst LLC5,995$700K0.1%N/A0.002%
8/15/2026First Bancorp Inc ME421$49K0.0%N/A0.000%
8/15/2026Jupiter Topco LLC685,202$80.01M0.0%N/A0.210%
8/14/2026Hsbc Holdings PLC617,881$72.30M0.0%N/A0.190%
8/14/2026Ancora Advisors LLC596$70K0.0%N/A0.000%
8/14/2026PDT Partners LLC16,000$1.87M0.1%N/A0.005%
8/14/2026Canada Pension Plan Investment Board286,582$33.46M0.0%N/A0.088%
8/14/2026Legal & General Group Plc2,561,444$299.10M0.1%N/A0.786%
8/14/2026The Manufacturers Life Insurance Company218,261$25.49M0.0%N/A0.067%
8/14/2026Fiduciary Financial Advisors733$85K0.0%N/A0.000%
8/14/2026L2 Asset Management LLC2,100$245K0.0%N/A0.001%
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8/14/2026McDonough Capital Management Inc3,788$442K0.2%N/A0.001%
8/14/2026Dearborn Partners LLC314,438$36.40M1.9%N/A0.096%
8/13/2026Asset One Wealth Management LLC1,956$221K0.0%N/A0.001%
8/13/2026OMERS ADMINISTRATION Corp90,982$10.62M0.1%N/A0.028%
8/13/2026Sanctuary Advisors LLC117,288$13.70M0.1%N/A0.036%
8/13/2026Connor Clark & Lunn Investment Management Ltd.8,236$962K0.0%N/A0.003%
8/13/2026Meiji Yasuda Asset Management Co Ltd.12,002$1.40M0.1%N/A0.004%
8/13/2026Magellan Asset Management Ltd1,238,180$144.58M3.2%N/A0.380%
8/13/2026Haverford Trust Co5,792$676K0.0%N/A0.002%
8/13/2026Bank of Nova Scotia77,375$9.04M0.0%N/A0.024%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,361 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 1,206 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 30,485,193 shares in the last 24 months. This purchase volume represents approximately $3.44B 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 83,438,195 shares in the last 24 months. This volume of shares sold represents approximately $9.16B in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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