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WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$112.27 +0.10 (+0.09%)
Closing price 06/18/2026 03:59 PM Eastern
Extended Trading
$112.08 -0.19 (-0.17%)
As of 06/18/2026 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)
844
Total
Institutional Inflows
(last 12 months)
$2.59B
Number of
Institutional Sellers
(last 12 months)
536
Total
Institutional Outflows
(last 12 months)
$9.49B
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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
6/18/2026 Western Wealth Management LLC3,005$348K0.0%-3.7%0.001%
6/18/2026 Pacer 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%
6/3/2026 Parallel Advisors LLC5,356$620K0.0%+20.8%0.002%
6/3/2026 NewEdge Advisors LLC90,700$10.50M0.0%+0.3%0.028%
6/2/2026 Optiver Holding B.V.1,050$122K0.0%-18.5%0.000%
6/1/2026 Dala Group LLC2,398$278K0.2%N/A0.001%
5/26/2026 Glenmede Trust Co. NA41,940$4.86M0.0%-3.0%0.013%
5/22/2026 Summitry LLC1,889$219K0.0%N/A0.001%
5/22/2026 WNY Asset Management LLC8,649$1.00M0.1%N/A0.003%
5/22/2026 Segall 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%
5/19/2026 Western Wealth Management LLC3,005$348K0.0%-3.7%0.001%
5/19/2026 Paragon Private Wealth Management LLC5,179$600K0.2%-3.4%0.002%
5/19/2026 Janus Henderson Group PLC700,527$81.10M0.0%+3,337.5%0.215%
5/19/2026 Strategic Investment Advisors MI9,729$1.13M0.1%N/A0.003%
5/19/2026 Arkadios Wealth Advisors11,361$1.32M0.0%-6.4%0.003%
5/19/2026 IFS Group LLC1,879$218K0.2%N/A0.001%
5/19/2026 Altshuler Shaham Ltd7,953$921K0.0%+13.7%0.002%
5/18/2026 Amundi431,842$49.99M0.0%-25.4%0.133%
5/18/2026 EverSource Wealth Advisors LLC4,584$531K0.0%+9.8%0.001%
5/18/2026 California State Teachers Retirement System374,125$43.31M0.0%-2.8%0.115%
5/18/2026 Empowered Funds LLC31,446$3.64M0.0%+25.7%0.010%
5/18/2026 Energy Income Partners LLC765,610$88.64M1.4%+3.0%0.235%
5/16/2026 The Manufacturers Life Insurance Company 222,162$25.72M0.0%-8.4%0.068%
5/16/2026 KCM Investment Advisors LLC16,743$1.94M0.1%-4.5%0.005%
5/16/2026 Excelsior Advisor Network LLC2,546$295K0.1%N/A0.001%
5/16/2026 Quantinno Capital Management LP254,916$29.51M0.0%+18.9%0.078%
5/16/2026 Soroban Capital Partners LP1,198,148$138.71M0.3%-13.7%0.368%
5/15/2026 Gateway Wealth Partners LLC7,411$858K0.0%+147.0%0.002%
5/15/2026 Blue Chip Partners LLC2,192$254K0.0%-10.7%0.001%
5/15/2026 Delta Global Management LP21,705$2.51M0.2%-8.4%0.007%
5/15/2026 OMERS ADMINISTRATION Corp129,835$15.03M0.1%+2.9%0.040%
5/15/2026 Bradley Foster & Sargent Inc. CT6,308$730K0.0%-12.8%0.002%
5/15/2026 Waverly Advisors LLC11,190$1.30M0.0%+5.2%0.003%
5/15/2026 Wealth Alliance LLC20,043$2.32M0.2%+38.3%0.006%
5/15/2026 Epoch Investment Partners Inc.113,463$13.14M0.1%+8.0%0.035%
5/15/2026 Entropy Technologies LP9,250$1.07M0.0%-61.0%0.003%
5/14/2026 Dai ichi Life Insurance Company Ltd16,753$1.94M0.1%-5.6%0.005%
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5/14/2026 Renaissance Technologies LLC127,775$14.79M0.0%-39.1%0.039%
5/14/2026 Hilltop Holdings Inc.3,463$401K0.0%-84.2%0.001%
5/14/2026 Public Employees Retirement System of Ohio102,627$11.88M0.0%-2.7%0.032%
5/14/2026 Compound Planning Inc.5,687$658K0.0%-27.9%0.002%
5/14/2026 Modern Wealth Management LLC8,646$1.00M0.0%+7.5%0.003%
5/14/2026 Keebeck Wealth Management28,871$3.34M0.4%-27.5%0.009%
5/14/2026 Inceptionr LLC19,331$2.24M0.5%N/A0.006%
5/14/2026 Bank of Nova Scotia85,401$9.89M0.0%+21.7%0.026%
5/14/2026 Gibbs Wealth Management4,589$531K0.1%+53.8%0.001%
5/14/2026 Lido Advisors LLC19,946$2.31M0.0%-5.0%0.006%
5/13/2026 Signature Equity Partners LLC1,187$137K0.1%+18.5%0.000%
5/13/2026 NewEdge Wealth LLC11,117$1.29M0.0%-10.9%0.003%
5/13/2026 CI Investments Inc.42,033$4.87M0.0%+4.2%0.013%
5/13/2026 First Trust Advisors LP580,914$67.25M0.0%-7.9%0.178%
5/12/2026 Magellan Asset Management Ltd1,261,329$146.02M1.9%-1.9%0.387%
5/12/2026 Westpac Banking Corp8,384$971K0.1%+2.2%0.003%
5/8/2026 PNC Financial Services Group Inc.2,571,015$297.65M0.2%+0.3%0.789%
5/8/2026 Burling Wealth Partners LLC6,859$794K0.1%-14.9%0.002%
5/8/2026 Andra AP fonden661$77K0.0%N/A0.000%
5/8/2026 Glenview Trust Co3,175$368K0.0%-14.7%0.001%
5/8/2026 Atlantic Family Wealth LLC2,383$276K0.2%N/A0.001%
5/8/2026 Madison Asset Management LLC5,485$635K0.0%N/A0.002%
5/8/2026 Johnson Financial Group Inc.30,993$3.59M0.1%-2.5%0.010%
5/8/2026 Commerzbank Aktiengesellschaft FI3,086$357K0.0%-62.9%0.001%
5/7/2026 Meeder Advisory Services Inc.8,227$952K0.0%-13.3%0.003%
5/7/2026 Dimensional Fund Advisors LP1,286,276$148.91M0.0%+3.4%0.395%
5/7/2026 Parallel Advisors LLC5,356$620K0.0%+20.8%0.002%
5/7/2026 Next Capital Management LLC1,806$209K0.1%N/A0.001%
5/7/2026 S&CO Inc.40,672$4.71M0.3%-7.4%0.012%
5/7/2026 Tandem Investment Advisors Inc.229,630$26.58M1.3%N/A0.071%
5/7/2026 Swiss National Bank954,687$110.52M0.1%+8.2%0.293%
5/7/2026 Heartland Advisors Inc.59,517$6.89M0.4%-9.3%0.018%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC338$39K0.0%-45.9%0.000%
5/6/2026 California Public Employees Retirement System678,212$78.52M0.0%-17.8%0.208%
5/6/2026 Bartlett & CO. Wealth Management LLC78,047$9.09M0.1%-0.4%0.024%
5/6/2026 Heartland Bank & Trust Co7,527$871K0.2%+49.4%0.002%
5/6/2026 Kera Capital Partners Inc.4,254$492K0.1%+5.7%0.001%
5/6/2026 Cornerstone Planning Group LLC597$69K0.0%+117.1%0.000%
5/6/2026 Gryphon Financial Partners LLC3,056$354K0.0%+4.0%0.001%
5/6/2026 Modera Wealth Management LLC1,747$202K0.0%N/A0.001%
5/6/2026 Assetmark Inc.205,708$23.82M0.0%+14.2%0.063%
5/6/2026 Clearstead Trust LLC18,510$2.14M0.3%+1.6%0.006%
5/6/2026 Bessemer Group Inc.1,148,527$132.97M0.2%+1.6%0.353%
5/6/2026 Avalon Trust Co816$94K0.0%-17.7%0.000%
5/6/2026 Allspring Global Investments Holdings LLC151,575$17.61M0.0%+5.1%0.047%
5/6/2026 Independent Financial Group LLC3,067$355K0.0%N/A0.001%
5/6/2026 Enterprise Financial Services Corp1,811$210K0.1%N/A0.001%
5/6/2026 Prosperity Consulting Group LLC26,832$3.11M0.1%-4.7%0.008%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super29,976$3.47M0.1%N/A0.009%
5/5/2026 Wealthfront Advisers LLC109,525$12.68M0.0%+7.7%0.034%
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5/5/2026 D.A. Davidson & CO.32,467$3.76M0.0%+23.4%0.010%
5/5/2026 Twin Capital Management Inc.12,387$1.43M0.2%-1.7%0.004%
5/5/2026 Marks Group Wealth Management Inc15,884$1.84M0.2%+3.9%0.005%
5/5/2026 Blackhawk Capital Partners LLC11,332$1.31M0.5%+16.5%0.003%
5/5/2026 Journey Advisory Group LLC30,314$3.51M0.3%-1.5%0.009%
5/5/2026 Geneos Wealth Management Inc.15,664$1.81M0.0%-3.2%0.005%
5/5/2026 Livforsakringsbolaget Skandia Omsesidigt2,208$256K0.0%+24,433.3%0.001%
5/5/2026 Sanctuary Advisors LLC111,726$12.94M0.1%+3.7%0.034%
5/5/2026 1ST Source Bank3,141$364K0.0%+4.0%0.001%
5/5/2026 Checchi Capital Advisers LLC3,083$357K0.0%+25.9%0.001%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,341 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 1,191 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 23,892,633 shares in the last 24 months. This purchase volume represents approximately $2.59B in transactions.

Of the 536 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 86,662,465 shares in the last 24 months. This volume of shares sold represents approximately $9.49B in transactions.


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This page (NYSE:WEC) was last updated on 6/21/2026 by MarketBeat.com Staff.
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