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WEC Energy Group (WEC) Institutional Ownership

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$80.44
+0.81 (+1.02%)
(As of 04/18/2024 ET)
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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)
633
Total
Institutional Inflows
(last 12 months)
$2.32B
Number of
Institutional Sellers
(last 12 months)
481
Total
Institutional Outflows
(last 12 months)
$1.76B
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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
4/18/2024Synergy Asset Management LLC33,605$2.76M0.5%-15.7%0.011%
4/18/2024Farmers & Merchants Investments Inc.35,518$2.92M0.1%-4.1%0.011%
4/18/2024FARMERS & MERCHANTS TRUST Co OF LONG BEACH34,251$2.81M0.7%+1,188.1%0.011%
4/18/2024Allspring Global Investments Holdings LLC166,286$13.66M0.0%-6.7%0.053%
4/18/2024Park Place Capital Corp3,189$262K0.1%-35.9%0.001%
4/18/2024Claro Advisors LLC9,115$748K0.1%+69.3%0.003%
4/18/2024Kowal Investment Group LLC40,045$3.29M0.7%-0.5%0.013%
4/18/2024BKM Wealth Management LLC17,162$1.41M0.6%-12.0%0.005%
4/18/2024Diversified Trust Co5,099$419K0.0%+2.7%0.002%
4/18/2024Successful Portfolios LLC3,355$276K0.2%-15.6%0.001%
4/18/2024LVW Advisors LLC21,075$1.73M0.3%-11.8%0.007%
4/17/2024MPS Loria Financial Planners LLC6,704$551K0.2%+2.1%0.002%
4/17/2024Fox Hill Wealth Management15,164$1.25M0.8%+18.7%0.005%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO2,911$239K0.1%N/A0.001%
4/17/2024WoodTrust Financial Corp3,675$302K0.0%N/A0.001%
4/17/2024Hennion & Walsh Asset Management Inc.32,112$2.64M0.1%-2.9%0.010%
4/16/2024Register Financial Advisors LLC979$80K0.0%N/A0.000%
4/16/2024Courier Capital LLC4,206$345K0.0%-24.5%0.001%
4/16/2024Hennessy Advisors Inc.184,040$15.11M0.6%-4.3%0.058%
4/16/2024Thrive Wealth Management LLC3,198$263K0.1%N/A0.001%
4/16/2024Wealth Enhancement Advisory Services LLC147,650$12.13M0.0%+11.8%0.047%
4/16/2024Viking Fund Management LLC17,000$1.40M0.3%-74.6%0.005%
4/15/2024Future Financial Wealth Managment LLC873$72K0.1%N/A0.000%
4/15/2024Brookstone Capital Management125,219$10.28M0.2%+789.0%0.040%
4/15/2024Kingswood Wealth Advisors LLC5,933$487K0.1%N/A0.002%
4/15/2024Mcdonald Partners LLC7,819$642K0.2%+2.6%0.002%
4/12/2024 Annex Advisory Services LLC137,482$11.29M0.4%-39.3%0.044%
4/12/2024 Gateway Investment Advisers LLC385,323$31.64M0.4%+14.5%0.122%
4/12/2024 Miller Howard Investments Inc. NY13,892$1.14M0.0%-27.6%0.004%
4/12/2024 Lloyd Advisory Services LLC.7,690$632K0.1%N/A0.002%
4/11/2024 Ballentine Partners LLC10,028$824K0.0%+45.5%0.003%
4/11/2024 Opal Wealth Advisors LLC299$25K0.0%N/A0.000%
4/11/2024 Bright Rock Capital Management LLC46,000$3.78M0.8%N/A0.015%
4/11/2024 City State Bank5,953$489K0.2%-4.7%0.002%
4/11/2024 MJP Associates Inc. ADV3,070$252K0.1%+21.9%0.001%
4/11/2024 Private Harbour Investment Management & Counsel LLC9,509$781K0.8%-1.4%0.003%
4/11/2024 Rockland Trust Co.111,265$9.14M0.5%+1,600.0%0.035%
4/11/2024 Meyer Handelman Co.27,740$2.28M0.1%-9.9%0.009%
4/11/2024 RFG Advisory LLC21,806$1.79M0.1%+2.2%0.007%
4/11/2024 PFW Advisors LLC11,176$918K0.3%-1.6%0.004%
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4/10/2024 Triangle Securities Wealth Management5,803$477K0.1%N/A0.002%
4/10/2024 Marcum Wealth LLC4,752$390K0.0%-28.3%0.002%
4/10/2024 Greenfield Savings Bank4,368$359K0.2%-7.1%0.001%
4/10/2024 Lantz Financial LLC28,454$2.34M0.8%+324.9%0.009%
4/10/2024 Bank of New Hampshire3,660$301K0.1%-5.4%0.001%
4/10/2024 Legacy Private Trust Co.12,648$1.04M0.1%-10.7%0.004%
4/10/2024 Keystone Financial Planning Inc.86,655$7.12M2.3%N/A0.027%
4/10/2024 Czech National Bank55,501$4.56M0.1%+0.5%0.018%
4/10/2024 Fulton Bank N.A.2,982$245K0.0%+16.8%0.001%
4/9/2024 Ellenbecker Investment Group18,351$1.51M0.3%-4.4%0.006%
4/9/2024 Massmutual Trust Co. FSB ADV2,477$203K0.0%+23.3%0.001%
4/9/2024 Mather Group LLC.1,048$88K0.0%-80.0%0.000%
4/8/2024 Tompkins Financial Corp3,885$319K0.0%+62.9%0.001%
4/5/2024 GAMMA Investing LLC8,944$734K0.1%+24.5%0.003%
4/5/2024 Somerset Trust Co32,343$2.66M1.1%+3.6%0.010%
4/5/2024 CWM LLC16,626$1.37M0.0%-5.7%0.005%
4/4/2024 Trust Co. of Toledo NA OH7,489$615K0.1%+9.5%0.002%
4/2/2024 ST Germain D J Co. Inc.1,254$103K0.0%-23.9%0.000%
4/1/2024 Confluence Investment Management LLC1,558,019$127.95M1.7%N/A0.494%
4/1/2024 Appleton Partners Inc. MA3,887$319K0.0%-18.9%0.001%
3/27/2024Nomura Holdings Inc.6,358$535K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC23,288$1.86M0.1%N/A0.007%
3/26/2024Fairman Group LLC443$37K0.0%N/A0.000%
3/25/2024Quadrature Capital Ltd38,980$3.28M0.1%+18.2%0.012%
3/15/2024B. Riley Wealth Advisors Inc.6,734$567K0.0%-2.1%0.002%
3/14/2024Hennessy Advisors Inc.192,340$16.19M0.8%-2.7%0.061%
3/11/2024Vanguard Group Inc.41,668,487$3.51B0.1%-0.5%13.210%
3/8/2024Trust Co. of Vermont434$37K0.0%-33.6%0.000%
3/6/2024SageView Advisory Group LLC9,123$737K0.0%N/A0.003%
3/5/2024Wellington Management Group LLP31,356$2.64M0.0%N/A0.010%
3/4/2024Richardson Financial Services Inc.1,177$99K0.1%N/A0.000%
3/4/2024Fortis Group Advisors LLC7,610$641K0.2%+100.0%0.002%
3/4/2024Northwest Bank & Trust Co300$25K0.0%N/A0.000%
3/1/2024Goldman Sachs Group Inc.1,520,644$127.99M0.0%+15.1%0.482%
2/28/2024American International Group Inc.97,869$8.24M0.0%-1.9%0.031%
2/26/2024Syon Capital LLC3,250$274K0.0%N/A0.001%
2/26/2024Integrated Advisors Network LLC6,471$545K0.0%-14.4%0.002%
2/26/2024Teachers Retirement System of The State of Kentucky27,114$2.28M0.0%-4.4%0.009%
2/22/2024Scarborough Advisors LLC1,462$123K0.0%N/A0.000%
2/21/2024V Square Quantitative Management LLC3,023$254K0.1%+7.5%0.001%
2/20/2024Aurora Investment Counsel17,510$1.42M0.8%N/A0.006%
2/17/2024FIL Ltd470,782$39.63M0.0%+9.2%0.149%
2/16/2024Price T Rowe Associates Inc. MD1,687,894$142.07M0.0%-12.2%0.535%
2/16/2024Wesbanco Bank Inc.6,735$567K0.0%-3.6%0.002%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main327,415$27.56M0.0%+7.9%0.104%
2/16/2024SageView Advisory Group LLC9,123$737K0.0%N/A0.003%
2/16/2024Sanibel Captiva Trust Company Inc.3,951$333K0.0%N/A0.001%
2/16/2024Oarsman Capital Inc.5,976$503K0.1%+2.7%0.002%
2/16/2024Harbour Investments Inc.28,716$2.42M0.1%+17.4%0.009%
2/16/2024GSA Capital Partners LLP27,153$2.29M0.2%+108.5%0.009%
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2/16/2024Public Employees Retirement System of Ohio134,295$11.30M0.0%+2.1%0.043%
2/15/2024GTS Securities LLC3,594$303K0.0%+4.2%0.001%
2/15/2024Mercer Global Advisors Inc. ADV23,474$1.98M0.0%+1.6%0.007%
2/15/2024Venture Visionary Partners LLC10,873$915K0.0%+32.6%0.003%
2/15/2024Townsquare Capital LLC67,908$5.72M0.1%-2.5%0.022%
2/15/2024Cape Cod Five Cents Savings Bank39,533$3.33M0.3%-49.7%0.013%
2/15/2024Midwest Professional Planners LTD.2,689$226K0.1%-11.7%0.001%
2/15/2024Legal & General Group Plc3,623,530$304.99M0.1%+17.4%1.149%
2/15/2024Hilltop Partners LLC2,385$201K0.1%N/A0.001%
2/15/2024Barclays PLC728,623$61.33M0.0%+4.0%0.231%
(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, 1,114 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.51B), 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 978 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), State Street Corp ($2.10M), Confluence Investment Management LLC ($1.79M), Envestnet Asset Management Inc. ($1.67M), JPMorgan Chase & Co. ($1.45M), American Century Companies Inc. ($1.44M), and Vanguard Group Inc. ($1.42M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 58,770,496 shares in the last 24 months. This purchase volume represents approximately $5.39B in transactions.

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

Of the 681 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 ($11.22M), BlackRock Inc. ($5.64M), Price T Rowe Associates Inc. MD ($3.55M), JPMorgan Chase & Co. ($1.89M), 1832 Asset Management L.P. ($1.41M), Renaissance Technologies LLC ($1.30M), and Cohen & Steers Inc. ($1.18M).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 51,193,408 shares in the last 24 months. This volume of shares sold represents approximately $4.78B in transactions.


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This page (NYSE:WEC) was last updated on 4/19/2024 by MarketBeat.com Staff

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