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WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$117.54 +0.06 (+0.05%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$117.62 +0.08 (+0.07%)
As of 11/13/2026 07:31 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)
704
Total
Institutional Inflows
(last 12 months)
$3.25B
Number of
Institutional Sellers
(last 12 months)
390
Total
Institutional Outflows
(last 12 months)
$6.06B
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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
11/14/2026Cornermen Financial LLC3,396$342K0.3%N/A0.001%
11/13/2026Empowered Funds LLC32,602$3.29M0.0%+7.1%0.010%
11/13/2026United Southern Bank Trust Department6,472$652K0.5%N/A0.002%
11/13/2026Kovack Advisors Inc.6,033$611K0.0%+1.9%0.002%
11/13/2026Concorde Asset Management LLC2,908$293K0.2%N/A0.001%
11/13/2026Healthcare of Ontario Pension Plan Trust Fund21,064$2.12M0.0%-99.7%0.006%
11/13/2026Steward Partners Investment Advisory LLC37,166$3.75M0.0%+3.2%0.011%
11/13/2026PAX Financial Group LLC2,489$251K0.0%-20.0%0.001%
11/13/2026State Board of Administration of Florida Retirement System303,771$30.61M0.0%+7.7%0.092%
11/13/2026Mosaic Family Wealth Partners LLC13,033$1.31M0.1%-4.5%0.004%
11/13/2026Wealth Alliance LLC23,406$2.36M0.2%+3.0%0.007%
11/13/2026Trivium Point Advisory LLC4,526$456K0.0%-8.1%0.001%
11/13/2026Xcelsior Advisor Partners LLC68,918$6.95M0.5%+214.7%0.021%
11/13/2026Bleakley Financial Group LLC23,617$2.38M0.0%+24.3%0.007%
11/13/2026 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp42,334$4.27M0.0%-13.3%0.013%
11/12/2026 Meeder Advisory Services Inc.7,146$720K0.0%-7.7%0.002%
11/12/2026 Benjamin Edwards Inc.513,055$51.71M0.5%-0.9%0.156%
11/12/2026 First Trust Advisors LP1,194,086$120.34M0.1%+21.2%0.363%
11/12/2026 Hexagon Capital Partners LLC2,151$217K0.0%-6.6%0.001%
11/12/2026 Resona Asset Management Co. Ltd.134,498$13.59M0.1%-1.3%0.041%
11/12/2026 E Fund Management Hong Kong Co. Ltd.424$43K0.0%+180.8%0.000%
11/12/2026 Rathbones Group PLC862,908$86.96M0.3%+3.2%0.262%
11/12/2026 Sumitomo Life Insurance Co.10,743$1.08M0.0%+1.2%0.003%
11/12/2026 TIAA CREF Individual & Institutional Services LLC14,847$1.50M0.0%N/A0.005%
11/11/2026 Private Wealth Asset Management LLC2,788$281K0.0%+8,100.0%0.001%
11/11/2026 Westpac Banking Corp5,881$593K0.0%-18.0%0.002%
11/11/2026 Heartland Advisors Inc.68,697$6.92M0.3%-36.6%0.021%
11/11/2026 Private Advisor Group LLC35,632$3.59M0.0%+44.3%0.011%
11/11/2026 Colonial Trust Co SC20,795$2.10M0.3%-1.2%0.006%
11/11/2026 Checchi Capital Advisers LLC2,460$248K0.0%-21.5%0.001%
11/11/2026 Aegis Wealth Management LLC2,820$284K0.1%-13.5%0.001%
11/11/2026 Independent Advisor Alliance25,327$2.58M0.1%-2.9%0.008%
11/10/2026 OneAscent Financial Services LLC2,328$235K0.0%-22.9%0.001%
11/10/2026 Landscape Capital Management L.L.C.5,108$515K0.0%N/A0.002%
11/10/2026 Public Sector Pension Investment Board183,596$19.46M0.0%+97.4%0.056%
11/10/2026 Global Retirement Partners LLC30,405$3.06M0.0%-4.3%0.009%
11/10/2026 South Dakota Investment Council8,774$884K0.0%N/A0.003%
11/10/2026 Rothschild Investment LLC27,092$2.73M0.1%N/A0.008%
11/10/2026 Cibc World Market Inc.101,860$10.27M0.0%N/A0.031%
11/10/2026 Edgestream Partners L.P.7,702$776K0.0%N/A0.002%
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11/10/2026 SBI Okasan Asset Management Co.Ltd.800$82K0.0%+44.4%0.000%
11/10/2026 HighTower Advisors LLC240,626$24.25M0.0%-0.9%0.073%
11/10/2026 Western Wealth Management LLC2,150$217K0.0%-21.7%0.001%
11/9/2026 Intech Investment Management LLC22,267$2.24M0.0%-8.2%0.007%
11/9/2026 West Family Investments Inc.9,366$944K0.2%N/A0.003%
11/9/2026 Bessemer Group Inc.1,083,541$109.20M0.2%-5.8%0.329%
11/9/2026 Nicholson Wealth Management Group LLC17,729$1.79M1.1%-1.2%0.005%
11/9/2026 Hantz Financial Services Inc.16,734$1.69M0.0%-12.7%0.005%
11/9/2026 Meramec Financial Planners LLC1,198$121K0.0%-13.8%0.000%
11/9/2026 Harbour Investments Inc.84,418$8.51M0.1%-21.5%0.026%
11/9/2026 HFR Wealth Management LLC98,719$9.95M2.6%-1.8%0.030%
11/9/2026 FDx Advisors Inc.2,230$225K0.1%-12.5%0.001%
11/9/2026 Optas LLC2,349$237K0.0%+15.5%0.001%
11/9/2026 Danske Bank A S6,459$651K0.0%-58.9%0.002%
11/7/2026 MSH Capital Advisors LLC13,142$1.32M0.2%-1.1%0.004%
11/7/2026 Diversified Trust Co6,185$623K0.0%-4.0%0.002%
11/6/2026 Aberdeen Group plc1,307,324$131.75M0.1%+1,224.5%0.397%
11/6/2026 ProVise Management Group LLC8,142$821K0.1%+5.3%0.002%
11/6/2026 Valmark Advisers Inc.11,812$1.19M0.0%+8.7%0.004%
11/6/2026 Carl P. Sherr & Co. LLC3,651$368K0.2%-12.8%0.001%
11/6/2026 Allworth Financial LP51,153$5.16M0.0%N/A0.016%
11/6/2026 Eurizon Capital SGR S.p.A.293,851$29.62M0.1%+550.0%0.089%
11/6/2026 PBU The Pension Fund of Early Childhood & Youth Educators192,833$19.43M0.5%-0.1%0.059%
11/6/2026 CENTRAL TRUST Co5,578$562K0.0%-8.6%0.002%
11/6/2026 FDx Advisors Inc.2,230$225K0.2%-12.5%0.001%
11/5/2026 Maryland State Retirement & Pension System20,565$2.07M0.0%+15.5%0.006%
11/5/2026 Ritholtz Wealth Management3,012$304K0.0%-28.3%0.001%
11/5/2026 UNIVEST FINANCIAL Corp12,579$1.27M0.1%-8.5%0.004%
11/5/2026 First Command Advisory Services Inc.1,708$172K0.0%+362.9%0.001%
11/5/2026 Bahl & Gaynor LLC1,289,804$129.99M0.6%N/A0.392%
11/5/2026 AMG National Trust Bank2,119$214K0.0%-16.8%0.001%
11/5/2026 Mesirow Financial Investment Management Inc.19,852$2.00M0.0%-9.2%0.006%
11/5/2026 Woodley Farra Manion Portfolio Management Inc.49,773$5.02M0.3%+7.1%0.015%
11/5/2026 Lido Advisors LLC25,251$2.55M0.0%+20.0%0.008%
11/5/2026 Keybank National Association OH26,583$2.68M0.0%-8.4%0.008%
11/5/2026 Elevated Capital Advisors LLC578$58K0.0%-79.2%0.000%
11/5/2026 Csenge Advisory Group4,703$474K0.0%+4.1%0.001%
11/4/2026 Welch & Forbes LLC11,648$1.17M0.0%N/A0.004%
11/4/2026 United Capital Management of KS Inc.44,231$4.46M0.6%+3.7%0.013%
11/4/2026 AlphaCore Capital LLC34,837$3.51M0.1%+24.2%0.011%
11/4/2026 Retirement Systems of Alabama415,472$41.87M0.1%-1.1%0.126%
11/4/2026 Allspring Global Investments Holdings LLC220,430$22.42M0.0%+13.1%0.067%
11/4/2026 Beverly Hills Private Wealth LLC6,838$689K0.1%+29.2%0.002%
11/4/2026 M Holdings Securities Inc.3,555$390K0.0%N/A0.001%
11/4/2026 Brighton Jones LLC4,647$468K0.0%+26.1%0.001%
11/3/2026 American State Bank Iowa9,684$976K0.4%+1.0%0.003%
11/3/2026 Ethic Inc.16,759$1.69M0.0%-5.4%0.005%
11/3/2026 StoneX Group Inc.4,298$450K0.0%+51.1%0.001%
11/3/2026 Pictet Asset Management Holding SA369,889$37.28M0.0%-22.4%0.114%
11/3/2026 Parallel Advisors LLC5,710$575K0.0%+3.9%0.002%
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11/3/2026 Prudent Man Investment Management Inc.878$88K0.0%+192.7%0.000%
11/3/2026 Alps Advisors Inc.32,922$3.32M0.0%+6.7%0.010%
11/3/2026 Ashton Thomas Private Wealth LLC45,670$4.60M0.1%+2.2%0.014%
11/3/2026 Asset One Wealth Management LLC3,865$390K0.0%+97.6%0.001%
11/3/2026 International Assets Investment Management LLC2,854$290K0.0%+9.1%0.001%
11/3/2026 Heritage Family Offices LLP2,608$263K0.1%-61.9%0.001%
11/3/2026 Liberty Capital Management Inc.2,068$208K0.0%+8.9%0.001%
11/2/2026 Argonautica Private Wealth Management Inc.12,803$1.29M0.3%N/A0.004%
11/2/2026 Kestra Advisory Services LLC59,904$6.04M0.0%+48.2%0.018%
11/2/2026 Quest 10 Wealth Builders Inc.409$41K0.0%+57.3%0.000%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,360 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 1,196 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: Wellington Management Group LLP ($11.02M), Nuveen LLC ($3.70M), Legal & General Group Plc ($2.81M), Franklin Resources Inc. ($2.35M), Raymond James Financial Inc. ($2.25M), Janus Henderson Group PLC ($2.11M), and Vanguard Group Inc. ($1.97M).

Institutional investors have bought a total of 29,355,616 shares in the last 24 months. This purchase volume represents approximately $3.25B in transactions.

Of the 390 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), Daiwa Securities Group Inc. ($15.00M), Healthcare of Ontario Pension Plan Trust Fund ($6.00M), Jain Global LLC ($3.98M), Clearbridge Investments LLC ($1.29M), California Public Employees Retirement System ($517.29K), and Rakuten Investment Management Inc. ($455.02K).

Institutional investors have sold a total of 57,165,384 shares in the last 24 months. This volume of shares sold represents approximately $6.06B in transactions.


Related Companies

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 11/14/2026. New 13F filings are added each quarter as they're published.
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