WEC Energy Group (WEC) Institutional Ownership

$83.73

+0.41 (+0.49%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 77.20%
Number of Institutional Buyers (last 12 months): 535
Total Institutional Inflows (last 12 months): $2.03B

Number of Institutional Sellers (last 12 months): 404
Total Institutional Outflows (last 12 months): $1.43B

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WEC Institutional Buying and Selling by Quarter

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WEC Energy Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Checchi Capital Advisers LLC	2,757	$216K	0.0%	-10.8%	0.001%
7/26/2024	Harbour Investments Inc.	27,578	$2.16M	0.1%	+1.4%	0.009%
7/26/2024	Cambridge Investment Research Advisors Inc.	97,400	$7.64M	0.0%	+1.6%	0.031%
7/26/2024	Dearborn Partners LLC	464,090	$36.41M	1.6%	+1.8%	0.147%
7/26/2024	Allspring Global Investments Holdings LLC	121,016	$9.50M	0.0%	-27.2%	0.038%
7/26/2024	First Command Advisory Services Inc.	1,992	$156K	0.0%	-94.9%	0.001%
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7/26/2024	Bank of New York Mellon Corp	2,240,178	$175.76M	0.0%	-2.3%	0.709%
7/26/2024	Alta Capital Management LLC	33,532	$2.63M	0.2%	+3.0%	0.011%
7/25/2024	First Heartland Consultants Inc.	2,789	$219K	0.0%	-7.4%	0.001%
7/25/2024	apricus wealth LLC	19,515	$1.53M	1.1%	+29.5%	0.006%
7/25/2024	Raymond James Trust N.A.	12,724	$998K	0.0%	+6.9%	0.004%
7/25/2024	Independence Bank of Kentucky	956	$75K	0.0%	+26.5%	0.000%
7/25/2024	Baillie Gifford & Co.	135,621	$10.64M	0.0%	-18.1%	0.043%
7/25/2024	Fullcircle Wealth LLC	8,754	$731K	0.3%	N/A	0.003%
7/25/2024	Beacon Capital Management LLC	1,055	$83K	0.0%	+44.7%	0.000%
7/24/2024	Premier Path Wealth Partners LLC	2,825	$222K	0.0%	N/A	0.001%
7/24/2024	New York State Teachers Retirement System	301,680	$23.67M	0.0%	+5.2%	0.096%
7/24/2024	My Legacy Advisors LLC	7,930	$622K	0.2%	N/A	0.003%
7/24/2024	Louisiana State Employees Retirement System	17,900	$1.40M	0.0%	-2.7%	0.006%
7/24/2024	&PARTNERS	23,752	$1.86M	0.1%	N/A	0.008%
7/23/2024	Hennessy Advisors Inc.	177,140	$13.90M	0.5%	-3.7%	0.056%
7/23/2024	Rockland Trust Co.	113,562	$8.91M	0.5%	+2.1%	0.036%
7/23/2024	Fifth Third Wealth Advisors LLC	3,122	$245K	0.0%	N/A	0.001%
7/23/2024	Prossimo Advisors LLC	3,963	$311K	0.3%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	13,199	$1.04M	0.0%	+19.5%	0.004%
7/22/2024	Centennial Wealth Advisory LLC	3,450	$271K	0.1%	+7.6%	0.001%
7/22/2024	Fifth Third Bancorp	87,539	$6.87M	0.0%	-24.3%	0.028%
7/22/2024	Financial Advisory Partners LLC	5,494	$431K	0.2%	-10.6%	0.002%
7/22/2024	Chevy Chase Trust Holdings LLC	174,264	$13.67M	0.0%	-1.5%	0.055%
7/22/2024	Focus Financial Network Inc.	3,996	$329K	0.0%	-10.6%	0.001%
7/22/2024	Sanibel Captiva Trust Company Inc.	2,951	$232K	0.0%	-26.3%	0.001%
7/22/2024	Carnegie Investment Counsel	7,070	$555K	0.0%	N/A	0.002%
7/22/2024	Cidel Asset Management Inc.	188,723	$14.81M	1.1%	-30.1%	0.060%
7/22/2024	Dakota Wealth Management	7,106	$558K	0.0%	-6.7%	0.002%
7/20/2024	Continuum Advisory LLC	2,638	$207K	0.0%	+96.7%	0.001%
7/20/2024	Parsons Capital Management Inc. RI	14,684	$1.15M	0.1%	-23.6%	0.005%
7/20/2024	Raymond James Financial Services Advisors Inc.	232,557	$18.25M	0.0%	-3.1%	0.074%
7/20/2024	Nisa Investment Advisors LLC	216,979	$17.02M	0.1%	+4.8%	0.069%
7/20/2024	Hennion & Walsh Asset Management Inc.	31,449	$2.47M	0.1%	-2.1%	0.010%
7/19/2024	Blossom Wealth Management	5,248	$412K	0.9%	+4.0%	0.002%
J.P. Morgan’s DIRE Warning (Ad) When the largest bank in the U.S. says a crisis is coming - you NEED to listen. The Wall Street Journal warns, "America's bonds are getting harder to sell." Click here to see why Wall Street is in PANIC mode >>>
7/19/2024	Leeward Investments LLC MA	156,595	$12.29M	0.6%	-4.3%	0.050%
7/19/2024	Raymond James & Associates	1,019,340	$79.98M	0.1%	+2.4%	0.323%
7/19/2024	Boston Trust Walden Corp	116,546	$9.14M	0.1%	+0.6%	0.037%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	814,445	$63.90M	0.0%	-6.9%	0.258%
7/19/2024	McGlone Suttner Wealth Management Inc.	14,950	$1.26M	0.3%	+19.6%	0.005%
7/18/2024	Gradient Investments LLC	6,824	$535K	0.0%	+288.8%	0.002%
7/18/2024	Brookstone Capital Management	124,837	$10.28M	0.2%	-0.3%	0.040%
7/18/2024	Blue Trust Inc.	10,394	$854K	0.0%	+15.9%	0.003%
7/18/2024	TruNorth Capital Management LLC	690	$54K	0.0%	+112.3%	0.000%
7/18/2024	Triad Wealth Partners LLC	464	$36K	0.0%	N/A	0.000%
7/18/2024	Assenagon Asset Management S.A.	232,018	$18.20M	0.0%	+2,949.7%	0.073%
7/18/2024	Fiduciary Financial Group LLC	2,606	$211K	0.1%	N/A	0.001%
7/17/2024	Hunter Perkins Capital Management LLC	107,190	$8.41M	1.8%	-2.0%	0.034%
7/17/2024	Mcdonald Partners LLC	7,972	$626K	0.2%	+2.0%	0.003%
7/17/2024	AdvisorNet Financial Inc	2,303	$181K	0.0%	+122.5%	0.001%
7/17/2024	IAG Wealth Partners LLC	4,707	$369K	0.1%	-34.2%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	60,804	$4.77M	0.0%	+8.1%	0.019%
7/16/2024	GPS Wealth Strategies Group LLC	3,446	$270K	0.0%	+8.5%	0.001%
7/16/2024	V Square Quantitative Management LLC	4,646	$365K	0.1%	+8.1%	0.001%
7/16/2024	Great Valley Advisor Group Inc.	7,951	$624K	0.0%	-14.7%	0.003%
7/16/2024	Wealth Enhancement Advisory Services LLC	154,547	$12.13M	0.0%	+4.7%	0.049%
7/16/2024	Diversified Trust Co	28,166	$2.21M	0.1%	+452.4%	0.009%
7/16/2024	Meyer Handelman Co.	25,550	$2.01M	0.1%	-7.9%	0.008%
7/16/2024	Sequoia Financial Advisors LLC	56,905	$4.47M	0.1%	-9.0%	0.018%
7/16/2024	Alpha Cubed Investments LLC	4,770	$374K	0.0%	-3.0%	0.002%
7/16/2024	LVW Advisors LLC	16,203	$1.27M	0.2%	-23.1%	0.005%
7/15/2024	Park National Corp OH	3,834	$301K	0.0%	+18.2%	0.001%
7/15/2024	RFG Advisory LLC	29,446	$2.31M	0.1%	+35.0%	0.009%
7/15/2024	Securian Asset Management Inc.	18,101	$1.42M	0.0%	-2.3%	0.006%
7/15/2024	Brady Family Wealth LLC	2,845	$223K	0.1%	-23.1%	0.001%
7/15/2024	Czech National Bank	60,183	$4.72M	0.1%	+8.4%	0.019%
7/12/2024	Peak Financial Advisors LLC	5,125	$402K	0.2%	N/A	0.002%
7/12/2024	Thrive Wealth Management LLC	5,387	$423K	0.1%	+68.4%	0.002%
7/12/2024	Successful Portfolios LLC	2,984	$234K	0.2%	-11.1%	0.001%
7/12/2024	JGP Wealth Management LLC	4,075	$320K	0.0%	-95.4%	0.001%
7/12/2024	Country Trust Bank	283,920	$22.28M	0.6%	+0.8%	0.090%
7/12/2024	Cypress Wealth Services LLC	3,060	$240K	0.1%	N/A	0.001%
7/12/2024	Gateway Investment Advisers LLC	346,605	$27.20M	0.3%	-10.0%	0.110%
7/12/2024	SG Americas Securities LLC	70,109	$5.50M	0.0%	+31.5%	0.022%
7/12/2024	Annex Advisory Services LLC	97,120	$7.62M	0.3%	-29.4%	0.031%
7/11/2024	CHICAGO TRUST Co NA	8,659	$679K	0.1%	+3.6%	0.003%
7/11/2024	OLD National Bancorp IN	79,197	$6.21M	0.1%	+35.1%	0.025%
7/11/2024	Ellenbecker Investment Group	18,675	$1.47M	0.3%	+1.8%	0.006%
7/11/2024	Wesbanco Bank Inc.	8,005	$628K	0.0%	+16.5%	0.003%
7/10/2024	Csenge Advisory Group	7,406	$581K	0.0%	+6.1%	0.002%
7/10/2024	Simplicity Wealth LLC	7,896	$620K	0.0%	+2.1%	0.003%
7/10/2024	Lantz Financial LLC	28,270	$2.22M	0.7%	-0.6%	0.009%
7/10/2024	Albion Financial Group UT	54,389	$4.27M	0.3%	+5.2%	0.017%
7/10/2024	Triangle Securities Wealth Management	7,598	$596K	0.2%	+30.9%	0.002%
7/10/2024	Keystone Financial Planning Inc.	87,338	$6.85M	2.3%	+0.8%	0.028%
J.P. Morgan’s DIRE Warning (Ad) When the largest bank in the U.S. says a crisis is coming - you NEED to listen. The Wall Street Journal warns, "America's bonds are getting harder to sell." Click here to see why Wall Street is in PANIC mode >>>
7/10/2024	Clean Yield Group	970	$76K	0.0%	-34.0%	0.000%
7/10/2024	CWM LLC	16,860	$1.32M	0.0%	+1.4%	0.005%
7/10/2024	AMF Tjanstepension AB	260,402	$20.43M	0.2%	N/A	0.082%
7/9/2024	Somerset Trust Co	32,740	$2.57M	1.1%	+1.2%	0.010%
7/9/2024	Park Avenue Securities LLC	41,802	$3.28M	0.0%	+4.4%	0.013%
7/9/2024	Kingswood Wealth Advisors LLC	7,614	$597K	0.1%	+28.3%	0.002%
7/9/2024	Olistico Wealth LLC	372	$29K	0.0%	N/A	0.000%
7/9/2024	Fulton Bank N.A.	3,266	$256K	0.0%	+9.5%	0.001%
7/9/2024	Mather Group LLC.	12,181	$1M	0.0%	+1,062.3%	0.004%
7/8/2024	Thompson Investment Management Inc.	62,855	$4.93M	0.8%	+2,797.9%	0.020%

(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, 1,053 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 896 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 48,071,055 shares in the last 24 months. This purchase volume represents approximately $4.29B in transactions.
Which WEC Energy Group major shareholders have been selling company stock?: Of the 617 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 31,737,639 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.