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WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$112.45 -0.32 (-0.28%)
As of 01:50 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)
874
Total
Institutional Inflows
(last 12 months)
$2.78B
Number of
Institutional Sellers
(last 12 months)
555
Total
Institutional Outflows
(last 12 months)
$9.85B
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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
5/12/2026Magellan Asset Management Ltd1,261,329$146.02M1.9%-1.9%0.387%
5/12/2026Westpac 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%
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%
5/5/2026 Hartford Funds Management Co LLC8,346$966K0.1%+24.1%0.003%
5/4/2026 ABC Arbitrage SA9,846$1.14M0.2%N/A0.003%
5/4/2026 Nicholson Wealth Management Group LLC18,414$2.13M1.2%+3.7%0.006%
5/4/2026 AMG National Trust Bank2,433$282K0.0%+14.5%0.001%
5/4/2026 Mattern Capital Management LLC109,948$12.73M1.5%+29.1%0.034%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management36,749$4.25M0.1%+2.2%0.011%
5/4/2026 Bleakley Financial Group LLC16,695$1.93M0.0%+29.2%0.005%
5/4/2026 State of Michigan Retirement System84,984$9.84M0.1%-0.2%0.026%
5/4/2026 Principal Financial Group Inc.1,195,147$138.36M0.1%-7.0%0.367%
5/4/2026 Chicago Partners Investment Group LLC3,548$402K0.0%+21.8%0.001%
5/4/2026 Hibernia Wealth Partners LLC3,367$390K0.1%+3.3%0.001%
5/2/2026 Financial Advisory Partners LLC4,718$546K0.2%-2.9%0.001%
5/2/2026 International Assets Investment Management LLC2,390$278K0.0%-4.6%0.001%
5/2/2026 Associated Banc Corp25,731$2.98M0.1%-6.0%0.008%
5/2/2026 Diversify Wealth Management LLC5,327$610K0.0%N/A0.002%
5/2/2026 Carnegie Investment Counsel8,301$961K0.0%+4.2%0.003%
5/2/2026 UNIVEST FINANCIAL Corp13,559$1.57M0.1%+18.4%0.004%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS577,719$66.88M0.3%-12.2%0.177%
5/1/2026 Citizens Financial Group Inc. RI11,601$1.34M0.0%+3.6%0.004%
5/1/2026 Midwest Trust Co4,900$567K0.0%-37.0%0.002%
5/1/2026 Fifth Third Bancorp173,765$20.12M0.0%+125.3%0.053%
5/1/2026 Advisors Management Group Inc. ADV6,006$695K0.1%-3.9%0.002%
5/1/2026 Conning Inc.12,372$1.43M0.0%-2.0%0.004%
5/1/2026 Sequoia Financial Advisors LLC12,222$1.42M0.0%+11.9%0.004%
5/1/2026 Independence Bank of Kentucky656$76K0.0%-13.2%0.000%
5/1/2026 KLCM Advisors Inc.41,007$4.75M0.4%-2.8%0.013%
5/1/2026 Cedar Mountain Advisors LLC362$42K0.0%+2,029.4%0.000%
4/30/2026 Hsbc Holdings PLC528,741$61.18M0.0%-8.7%0.162%
4/30/2026 Kestra Advisory Services LLC33,242$3.85M0.0%-14.1%0.010%
4/30/2026 Sumitomo Mitsui Trust Group Inc.780,223$90.33M0.1%-3.1%0.240%
4/30/2026 Resona Asset Management Co. Ltd.140,051$16.21M0.1%+9.0%0.043%
4/30/2026 WPG Advisers LLC219$25K0.0%-37.1%0.000%
4/30/2026 Isthmus Partners LLC2,129$246K0.0%-5.8%0.001%
4/30/2026 Greenwood Capital Associates LLC16,872$1.95M0.2%N/A0.005%
4/30/2026 IAG Wealth Partners LLC13,191$1.53M0.2%+30.0%0.004%
4/30/2026 Quantum Portfolio Management LLC4,350$504K0.0%-2.5%0.001%
4/29/2026 Lmcg Investments LLC1,750$203K0.0%N/A0.001%
4/29/2026 Penobscot Investment Management Company Inc.22,900$2.65M0.2%-4.3%0.007%
4/29/2026 Richmond Investment Services LLC14,303$1.66M0.3%+7.8%0.004%
4/29/2026 Axxcess Wealth Management LLC7,019$813K0.0%+50.0%0.002%
4/29/2026 Duncker Streett & Co. Inc.4,058$470K0.1%+10.9%0.001%
4/29/2026 Resonant Capital Advisors LLC2,349$272K0.0%N/A0.001%
4/29/2026 Integrated Advisors Network LLC7,400$857K0.0%+3.3%0.002%
4/29/2026 O Domhnaill Enterprises Inc.1,912$221K0.2%N/A0.001%
4/28/2026 Busey Bank2,629$304K0.0%-3.7%0.001%
4/28/2026 Planning Center Inc.2,611$302K0.0%+9.6%0.001%
4/28/2026 Whittier Trust Co. of Nevada Inc.236$28K0.0%+972.7%0.000%
4/28/2026 Dividend Assets Capital LLC2,810$325K0.1%+45.1%0.001%
4/28/2026 Marietta Investment Partners LLC25,089$2.91M0.6%-1.7%0.008%
4/28/2026 Ascentis Independent Advisors7,296$845K0.1%+114.5%0.002%
4/28/2026 LVZ Inc.1,955$226K0.0%N/A0.001%
4/28/2026 Raleigh Capital Management Inc.16,245$1.88M0.6%+119.8%0.005%
4/28/2026 V Square Quantitative Management LLC5,230$605K0.1%+29.9%0.002%
4/28/2026 CWS Financial Advisors LLC6,055$701K0.2%+7.1%0.002%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,339 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 1,189 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 Vanguard Group Inc. ($1.97M).

Institutional investors have bought a total of 25,693,264 shares in the last 24 months. This purchase volume represents approximately $2.78B in transactions.

Of the 552 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 Wellington Management Group LLP ($909.86K).

Institutional investors have sold a total of 89,989,343 shares in the last 24 months. This volume of shares sold represents approximately $9.85B in transactions.


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This page (NYSE:WEC) was last updated on 5/12/2026 by MarketBeat.com Staff.
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