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WEC Energy Group (WEC) Institutional Ownership

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$104.79 -1.06 (-1.00%)
Closing price 03:59 PM Eastern
Extended Trading
$104.10 -0.69 (-0.66%)
As of 07:20 PM Eastern
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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)
792
Total
Institutional Inflows
(last 12 months)
$7.21B
Number of
Institutional Sellers
(last 12 months)
494
Total
Institutional Outflows
(last 12 months)
$1.98B
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WEC Institutional Buying and Selling by Quarter

WEC Energy Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025North Star Investment Management Corp.7,256$756K0.1%-7.6%0.002%
7/15/2025TD Private Client Wealth LLC30,316$3.16M0.1%-3.9%0.009%
7/15/2025Mather Group LLC.2,203$230K0.0%+32.5%0.001%
7/15/2025Public Employees Retirement System of Ohio106,551$11.10M0.0%+9.4%0.033%
7/15/2025Ballentine Partners LLC5,901$615K0.0%+3.5%0.002%
7/15/2025Charter Capital Management LLC DE9,043$942K0.6%N/A0.003%
7/15/2025Norden Group LLC9,795$1.02M0.1%-1.2%0.003%
7/15/2025Fifth Third Bancorp82,321$8.58M0.0%-0.5%0.026%
7/15/2025Revisor Wealth Management LLC3,823$404K0.1%N/A0.001%
7/14/2025 Hoey Investments Inc.423$44K0.0%N/A0.000%
7/14/2025 CHICAGO TRUST Co NA7,613$793K0.1%+34.8%0.002%
7/14/2025 Gries Financial LLC18,547$1.93M0.4%+6.2%0.006%
7/14/2025 Golden State Equity Partners3,676$383K0.1%+6.5%0.001%
7/14/2025 AdvisorNet Financial Inc3,736$389K0.0%-5.2%0.001%
7/14/2025 McGlone Suttner Wealth Management Inc.11,325$1.18M0.2%+0.9%0.004%
7/14/2025 GAMMA Investing LLC18,992$1.98M0.1%+12.9%0.006%
7/14/2025 Farmers & Merchants Investments Inc.30,018$3.13M0.1%-3.2%0.009%
7/14/2025 Financial Advisory Partners LLC4,767$497K0.2%-4.0%0.001%
7/14/2025 Park Avenue Securities LLC47,949$5.00M0.0%-0.4%0.015%
7/14/2025 Sowell Financial Services LLC2,804$292K0.0%-5.8%0.001%
7/11/2025 Annex Advisory Services LLC110,530$11.52M0.3%+0.1%0.035%
7/11/2025 Mitchell & Pahl Private Wealth LLC26,811$2.79M1.2%+1.4%0.008%
7/11/2025 Farther Finance Advisors LLC6,861$715K0.0%-13.4%0.002%
7/11/2025 Lantz Financial LLC27,410$2.86M0.7%-1.0%0.009%
7/11/2025 Thomasville National Bank187,065$19.49M1.3%-1.7%0.059%
7/11/2025 Phillips Wealth Planners LLC3,916$406K0.4%-2.7%0.001%
7/11/2025 Miller Howard Investments Inc. NY15,339$1.60M0.1%+5.7%0.005%
7/11/2025 Assenagon Asset Management S.A.197,250$20.55M0.0%+28.2%0.062%
7/11/2025 International Private Wealth Advisors LLC2,983$311K0.3%-8.9%0.001%
7/11/2025 IFM Investors Pty Ltd70,904$7.39M0.1%+6.0%0.022%
7/10/2025 Oliver Lagore Vanvalin Investment Group578$63K0.0%N/A0.000%
7/10/2025 Trust Point Inc.2,186$228K0.0%+11.6%0.001%
7/10/2025 Rockland Trust Co.112,778$11.75M0.6%-2.3%0.035%
7/10/2025 Sterling Investment Advisors LLC ADV3,110$324K0.1%-4.7%0.001%
7/10/2025 Exchange Traded Concepts LLC10,909$1.14M0.0%+28.3%0.003%
7/10/2025 Fulton Bank N.A.11,055$1.15M0.0%-4.0%0.003%
7/10/2025 Wealth Enhancement Advisory Services LLC278,401$29.05M0.0%+13.6%0.087%
7/10/2025 Atticus Wealth Management LLC2,503$261K0.1%+1,091.9%0.001%
7/10/2025 Wedmont Private Capital3,209$334K0.0%+30.9%0.001%
7/10/2025 Baader Bank Aktiengesellschaft3,625$374K0.0%+42.7%0.001%
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7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd44,289$4.62M0.0%-0.3%0.014%
7/10/2025 Focus Financial Network Inc.5,927$618K0.0%+12.9%0.002%
7/9/2025 PFW Advisors LLC10,952$1.14M0.4%-4.0%0.003%
7/9/2025 Tounjian Advisory Partners LLC13,146$1.43M0.3%-1.2%0.004%
7/9/2025 Gateway Investment Advisers LLC328,176$34.20M0.4%+1.2%0.103%
7/9/2025 Aaron Wealth Advisors LLC2,781$290K0.0%+19.7%0.001%
7/9/2025 Balefire LLC2,245$234K0.1%N/A0.001%
7/9/2025 Fiduciary Alliance LLC14,562$1.52M0.1%+54.6%0.005%
7/9/2025 First Bank & Trust2,950$307K0.1%+50.9%0.001%
7/9/2025 Bowman & Co S.C.2,614$272K0.1%+30.4%0.001%
7/9/2025 Czech National Bank78,007$8.13M0.1%+6.9%0.024%
7/8/2025 Ransom Advisory Ltd5,050$526K0.2%-19.2%0.002%
7/8/2025 Rise Advisors LLC372$39K0.0%+151.4%0.000%
7/8/2025 Legacy Private Trust Co.11,739$1.22M0.1%-1.9%0.004%
7/8/2025 Parallel Advisors LLC5,320$554K0.0%+6.2%0.002%
7/7/2025 Fox Hill Wealth Management16,378$1.71M0.9%+2.8%0.005%
7/7/2025 Wesbanco Bank Inc.8,940$932K0.0%+4.5%0.003%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.50,021$5.21M0.7%+50.2%0.016%
7/1/2025 Confluence Investment Management LLC1,419,075$147.87M2.1%-1.8%0.445%
6/18/2025Voya Investment Management LLC94,940$10.35M0.0%+0.8%0.030%
6/17/2025Howe & Rusling Inc.2,123$231K0.0%N/A0.001%
6/3/2025Inspire Investing LLC2,894$315K0.0%+5.1%0.001%
6/2/2025Modern Wealth Management LLC6,773$738K0.0%+7.4%0.002%
5/29/2025 Nova Wealth Management Inc.234$26K0.0%N/A0.000%
5/28/2025Strs Ohio334,117$36.41M0.2%N/A0.105%
5/27/2025Advisors Capital Management LLC4,852$529K0.0%+3.8%0.002%
5/21/2025 IFM Investors Pty Ltd66,890$7.29M0.1%-22.7%0.021%
5/20/2025Belpointe Asset Management LLC29,885$3.26M0.2%-19.3%0.009%
5/20/2025Intech Investment Management LLC22,549$2.46M0.0%+7.8%0.007%
5/20/2025Focus Partners Wealth21,928$2.39M0.0%-27.0%0.007%
5/20/2025Integrity Alliance LLC.6,318$689K0.0%N/A0.002%
5/20/2025 Ransom Advisory Ltd6,250$681K0.3%N/A0.002%
5/20/2025Glenview Trust co2,453$267K0.0%-17.6%0.001%
5/19/2025SageView Advisory Group LLC5,245$572K0.0%-5.1%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC1,651,795$180.01M0.0%-0.3%0.518%
5/16/2025Woodline Partners LP26,839$2.93M0.0%+41.3%0.008%
5/16/2025Semmax Financial Advisors Inc.22,781$2.45M0.7%-6.6%0.007%
5/16/2025Empowered Funds LLC16,698$1.82M0.0%+16.9%0.005%
5/16/2025Faithward Advisors LLC4,794$522K0.1%+2.9%0.002%
5/16/2025MBB Public Markets I LLC2,975$324K0.0%N/A0.001%
5/16/2025Ascent Group LLC17,698$1.93M0.1%+11.9%0.006%
5/16/2025United Services Automobile Association7,528$810K0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.14,825$1.62M0.1%+1.2%0.005%
5/16/2025Great Lakes Advisors LLC3,439$375K0.0%-93.4%0.001%
5/16/2025Ashton Thomas Private Wealth LLC41,253$4.50M0.2%+2.7%0.013%
5/16/2025Goldman Sachs Group Inc.944,815$102.97M0.0%-33.4%0.296%
5/16/2025Resources Management Corp CT ADV5,409$589K0.1%-7.8%0.002%
5/16/2025Jones Financial Companies Lllp6,751$736K0.0%-37.9%0.002%
5/16/2025Dynamic Technology Lab Private Ltd7,351$801K0.1%-43.1%0.002%
5/16/2025USS Investment Management Ltd17,378$1.89M0.0%-66.0%0.005%
Google did what!?!? (Ad)

A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.

Gates and Altman are betting big—see why
5/16/2025UniSuper Management Pty Ltd29,834$3.25M0.0%-3.8%0.009%
5/16/2025Resolution Capital Ltd13,647$1.49M0.0%N/A0.004%
5/16/2025Plotkin Financial Advisors LLC2,042$223K0.1%N/A0.001%
5/16/2025NFJ Investment Group LLC132,617$14.45M0.5%-6.5%0.042%
5/16/2025Nissay Asset Management Corp Japan ADV39,760$4.33M0.0%+1.3%0.012%
5/16/2025NewEdge Advisors LLC53,634$5.85M0.0%+2.6%0.017%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.59,051$6.44M0.0%-6.0%0.019%
5/16/2025Integrated Wealth Concepts LLC15,644$1.71M0.0%-8.1%0.005%
5/16/2025Eventide Asset Management LLC24,941$2.68M0.1%+79.2%0.008%
5/16/2025Alliancebernstein L.P.384,298$41.88M0.0%+10.3%0.120%
(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, 1,207 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($4.26B), BlackRock Inc. ($2.58B), State Street Corp ($2.06B), Wellington Management Group LLP ($1.10B), Geode Capital Management LLC ($756.42M), Wells Fargo & Company MN ($734.90M), and Deutsche Bank AG ($595.63M).Learn more on WEC Energy Group's institutional investors.

What percentage of WEC Energy Group's stock is owned by institutional investors?

77.20% of WEC Energy Group's stock is owned by institutional investors. Learn more on WEC's institutional investor holdings.

Which institutional investors have been buying WEC Energy Group's stock?

Of the 1,029 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 ($11.05M), Nuveen LLC ($3.70M), Charles Schwab Investment Management Inc. ($3.43M), American Century Companies Inc. ($2.13M), Raymond James Financial Inc. ($2.01M), and Envestnet Asset Management Inc. ($1.87M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 74,276,521 shares in the last 24 months. This purchase volume represents approximately $7.21B in transactions.

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

Of the 493 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: American Century Companies Inc. ($1.45M), Invesco Ltd. ($1.14M), Bank of America Corp DE ($1.00M), Millennium Management LLC ($970.07K), Wellington Management Group LLP ($909.86K), Magellan Asset Management Ltd ($846.57K), and Legal & General Group Plc ($688.72K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 20,125,689 shares in the last 24 months. This volume of shares sold represents approximately $1.98B in transactions.



This page (NYSE:WEC) was last updated on 7/15/2025 by MarketBeat.com Staff
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