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WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$109.64 -0.41 (-0.37%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$109.43 -0.21 (-0.19%)
As of 07/31/2026 07:34 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)
812
Total
Institutional Inflows
(last 12 months)
$2.52B
Number of
Institutional Sellers
(last 12 months)
506
Total
Institutional Outflows
(last 12 months)
$9.48B
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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
7/21/2026 Merit Financial Group LLC78,183$9.13M0.0%+3.5%0.024%
7/18/2026 Diversified Trust Co.6,444$752K0.0%+3.4%0.002%
7/18/2026 Rosenberg Matthew Hamilton1,095$128K0.0%+24.1%0.000%
7/18/2026 Liberty Capital Management Inc.1,899$222K0.0%N/A0.001%
7/18/2026 Merit Financial Group LLC78,183$9.13M0.1%+3.5%0.024%
7/17/2026 Farther Finance Advisors LLC15,687$1.83M0.0%+4.0%0.005%
7/17/2026 Fifth Third Wealth Advisors LLC5,212$609K0.0%+4.1%0.002%
7/17/2026 Maryland Capital Advisors Inc.399$47K0.0%N/A0.000%
7/17/2026 Cary Street Partners Investment Advisory LLC4,507$526K0.1%+4.4%0.001%
7/17/2026 Cidel Asset Management Inc.222,312$25.96M1.2%+2.1%0.068%
7/17/2026 Sequoia Financial Advisors LLC15,933$1.86M0.0%+30.4%0.005%
7/17/2026 Hennessy Advisors Inc.151,140$17.65M0.6%+1.3%0.046%
7/17/2026 Segment Wealth Management LLC5,401$631K0.0%+18.7%0.002%
7/17/2026 Crossmark Global Holdings Inc.16,584$1.94M0.0%+1.9%0.005%
7/16/2026 Patriot Financial Group Insurance Agency LLC9,188$1.07M0.1%+43.3%0.003%
7/16/2026 Dougherty & Associates LLC5,032$588K0.5%-2.5%0.002%
7/16/2026 Aaron Wealth Advisors LLC5,326$622K0.0%+50.9%0.002%
7/16/2026 Vaughan Nelson Investment Management L.P.682,599$79.71M0.7%+0.5%0.210%
7/16/2026 Prospera Financial Services Inc9,400$1.10M0.0%-19.8%0.003%
7/16/2026 Bar Harbor Wealth Management1,722$201K0.0%N/A0.001%
7/16/2026 Independent Financial Group LLC2,519$294K0.0%-17.9%0.001%
7/16/2026 Security National Bank17,400$2.03M0.2%+0.8%0.005%
7/16/2026 Hartford Investment Management Co.17,776$2.08M0.1%-3.7%0.005%
7/15/2026 Park National Corp OH157,349$18.37M0.5%+3.2%0.048%
7/15/2026 Keudell Morrison Wealth Management3,781$442K0.1%+12.7%0.001%
7/15/2026 Spire Wealth Management352$41K0.0%-90.0%0.000%
7/15/2026 Brookstone Capital Management16,792$1.96M0.0%-84.2%0.005%
7/15/2026 Wealth Enhancement Advisory Services LLC154,525$17.76M0.0%-11.5%0.047%
7/15/2026 QRG Capital Management Inc.27,374$3.20M0.0%+20.0%0.008%
7/15/2026 B. Riley Wealth Advisors Inc.2,824$335K0.0%-9.2%0.001%
7/14/2026 Portside Wealth Group LLC8,499$992K0.1%-5.8%0.003%
7/14/2026 CWA Asset Management Group LLC4,650$543K0.0%+23.7%0.001%
7/14/2026 Spirit of America Management Corp NY21,800$2.55M0.4%+2.3%0.007%
7/14/2026 City State Bank5,492$641K0.1%-1.6%0.002%
7/14/2026 Thompson Investment Management Inc.67,866$7.93M0.9%+0.3%0.021%
7/14/2026 Y Intercept Hong Kong Ltd32,315$3.77M0.1%N/A0.010%
7/14/2026 Cromwell Holdings LLC1,138$133K0.1%+19.2%0.000%
7/14/2026 Drucker Wealth 3.0 LLC17,778$2.08M0.3%-0.6%0.005%
7/14/2026 PFW Advisors LLC10,389$1.21M0.4%-4.3%0.003%
7/14/2026 Genesis Private Wealth LLC2,192$256K0.1%+17.2%0.001%
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7/13/2026 Centennial Wealth Advisory LLC6,188$723K0.2%+8.1%0.002%
7/13/2026 DAVENPORT & Co LLC96,430$11.26M0.1%+15.3%0.030%
7/13/2026 Friedenthal Financial666$78K0.0%+2,048.4%0.000%
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%
6/9/2026 Rathbones 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%
5/26/2026Glenmede Trust Co. NA41,940$4.86M0.0%-3.0%0.013%
5/22/2026 Summitry 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%
5/21/2026 Argent Capital Management LLC155,296$17.98M0.6%N/A0.048%
5/21/2026 BankChampaign National Association2,881$334K0.3%N/A0.001%
5/19/2026Western Wealth Management LLC3,005$348K0.0%-3.7%0.001%
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5/19/2026 Paragon 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%
5/19/2026 IFS 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%
5/18/2026 EverSource 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%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,343 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 1,186 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 23,214,464 shares in the last 24 months. This purchase volume represents approximately $2.52B in transactions.

Of the 504 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 86,538,454 shares in the last 24 months. This volume of shares sold represents approximately $9.48B in transactions.


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This page (NYSE:WEC) was last updated on 8/1/2026 by MarketBeat.com Staff.
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