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WEC Energy Group (WEC) Institutional Ownership

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$105.47 -0.68 (-0.64%)
As of 03:42 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for WEC Energy Group (NYSE:WEC)

Current
Institutional Ownership
Percentage
77.20%
Number of
Institutional Buyers
(last 12 months)
809
Total
Institutional Inflows
(last 12 months)
$8.56B
Number of
Institutional Sellers
(last 12 months)
454
Total
Institutional Outflows
(last 12 months)
$9.16B
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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
9/9/2026 The Manufacturers Life Insurance Company 218,261$25.49M0.0%-1.8%0.067%
9/9/2026 Integrated Wealth Concepts LLC20,461$2.39M0.0%+2.6%0.006%
9/8/2026 Nykredit A S54,653$6.38M0.0%N/A0.017%
8/27/2026 Corient Private Wealth LP189,670$22.15M0.0%+68.0%0.058%
8/26/2026 Amundi448,027$52.32M0.0%+3.7%0.137%
8/26/2026 HighTower Advisors LLC242,818$28.35M0.0%-4.5%0.075%
8/24/2026 California State Teachers Retirement System44,289,343$5.17B0.0%+11,738.1%13.592%
8/23/2026 Readystate Asset Management LP2,261$264K0.0%N/A0.001%
8/23/2026 Ameritas Advisory Services LLC33,072$3.86M0.1%+157.8%0.010%
8/23/2026 Wedmont Private Capital3,911$450K0.0%+17.8%0.001%
8/23/2026 Kintra Wealth LLC1,899$209K0.0%N/A0.001%
8/23/2026 Operose Advisors LLC1,580$184K0.0%-7.3%0.000%
8/23/2026 HB Wealth Management LLC15,275$1.78M0.0%+7.3%0.005%
8/23/2026 Saudi Central Bank22,799$2.66M0.0%+89.9%0.007%
8/23/2026 Azimuth Capital Investment Management LLC220,175$25.71M0.9%-2.4%0.068%
8/22/2026 Compass Financial Management LLC266$29K0.0%N/A0.000%
8/22/2026 NBH Bank733$86K0.0%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC3,363$383K0.3%N/A0.001%
8/22/2026 Highland Investment Advisors LLC4,255$497K0.2%N/A0.001%
8/22/2026 Sapient Capital LLC3,679$430K0.0%+61.0%0.001%
8/22/2026 Syon Capital LLC6,271$732K0.0%+11.8%0.002%
8/22/2026 TD Waterhouse Canada Inc.13,287$1.55M0.0%-46.5%0.004%
8/22/2026 Premier Path Wealth Partners LLC2,416$282K0.0%-6.4%0.001%
8/22/2026 Concurrent Investment Advisors LLC43,087$5.03M0.0%+16.9%0.013%
8/22/2026 NEOS Investment Management LLC52,443$6.12M0.0%+12.7%0.016%
8/21/2026 AXQ Capital LP7,925$925K0.1%-78.1%0.002%
8/21/2026 Alley Investment Management Company LLC65,316$7.63M0.9%-5.0%0.020%
8/21/2026 Continuum Advisory LLC2,766$323K0.0%+14.9%0.001%
8/21/2026 Nykredit A S54,653$6.38M0.0%N/A0.017%
8/21/2026 B. Metzler seel. Sohn & Co. AG137,178$16.02M0.1%-7.8%0.042%
8/20/2026 Proficio Capital Partners LLC2,654$310K0.0%N/A0.001%
8/20/2026 Nwam LLC2,544$297K0.0%N/A0.001%
8/20/2026 Renasant Bank1,853$216K0.1%N/A0.001%
8/20/2026 Rehmann Capital Advisory Group7,633$891K0.0%+3.7%0.002%
8/20/2026 NS Partners Ltd306,688$35.81M1.5%-4.0%0.094%
8/20/2026 BTG Pactual Asset Management US LLC40,109$4.68M0.3%-62.2%0.012%
8/20/2026 Oarsman Capital Inc.3,545$414K0.0%-16.4%0.001%
8/20/2026 Ancora Advisors LLC596$70K0.0%-14.1%0.000%
8/20/2026 Sigma Planning Corp12,070$1.41M0.0%-2.4%0.004%
8/20/2026 Benjamin Edwards Inc.517,902$60.48M0.6%-11.4%0.159%
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8/20/2026 Flputnam Investment Management Co.21,392$2.50M0.0%+2.9%0.007%
8/20/2026 Wedbush Securities Inc.29,121$3.40M0.1%-3.8%0.009%
8/20/2026 Meiji Yasuda Life Insurance Co3,167$370K0.0%N/A0.001%
8/19/2026 Capital Advisors Inc. OK4,946$578K0.0%-4.1%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,644,319$192.01M0.0%+5.0%0.505%
8/19/2026 New Mexico Educational Retirement Board16,153$1.89M0.0%+8.0%0.005%
8/19/2026 Royal London Asset Management Ltd.14,916$1.74M0.0%-4.4%0.005%
8/19/2026 Mufg Securities Americas Inc.9,811$1.15M0.1%+8.9%0.003%
8/19/2026 Van ECK Associates Corp141,115$16.48M0.0%-13.8%0.043%
8/19/2026 Nissay Asset Management Corp Japan43,857$5.12M0.0%+4.0%0.013%
8/19/2026 Braun Stacey Associates Inc.223,745$26.13M0.7%-1.6%0.069%
8/19/2026 Hsbc Holdings PLC617,881$72.30M0.0%+16.9%0.190%
8/19/2026 Fox Hill Wealth Management19,020$2.22M0.9%N/A0.006%
8/19/2026 Kingsview Wealth Management LLC47,739$5.58M0.1%N/A0.015%
8/18/2026 Beacon Pointe Advisors LLC27,409$3.20M0.0%N/A0.008%
8/18/2026 49 Wealth Management LLC5,774$674K0.1%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt2,208$258K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.53,274$6.31M0.0%N/A0.016%
8/18/2026 Glenview Trust Co3,580$418K0.0%N/A0.001%
8/18/2026 North Star Asset Management Inc.6,244$729K0.0%N/A0.002%
8/18/2026 Concorde Asset Management LLC2,893$338K0.2%N/A0.001%
8/18/2026 Empowered Funds LLC30,428$3.55M0.0%N/A0.009%
8/18/2026 United Capital Financial Advisors LLC8,824$1.03M0.0%N/A0.003%
8/18/2026 Dearborn Partners LLC284,723$33.25M1.5%N/A0.087%
8/18/2026 WNY Asset Management LLC8,153$952K0.1%N/A0.003%
8/18/2026 Equitable Holdings Inc.9,122$1.07M0.0%N/A0.003%
8/18/2026 Centaurus Financial Inc.1,386$162K0.0%N/A0.000%
8/18/2026 Coastal Bridge Advisors LLC12,880$1.50M0.1%N/A0.004%
8/18/2026Jefferies Financial Group Inc.30,920$3.61M0.0%N/A0.009%
8/18/2026 Public Employees Retirement System of Ohio100,795$11.77M0.0%N/A0.031%
8/17/2026 Proficio Capital Partners LLC2,654$310K0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC2,501$292K0.0%N/A0.001%
8/17/2026 Transamerica Financial Advisors LLC1,753$205K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP202,908$23.69M0.0%N/A0.062%
8/17/2026 Perennial Investment Advisors LLC2,752$321K0.0%N/A0.001%
8/17/2026 Ausdal Financial Partners Inc.1,749$204K0.0%N/A0.001%
8/15/2026 Caisse de depot et placement du Quebec1,098,659$128.29M0.2%N/A0.337%
8/15/2026 Invst LLC5,995$700K0.1%N/A0.002%
8/15/2026 First Bancorp Inc ME421$49K0.0%N/A0.000%
8/15/2026 Jupiter Topco LLC685,202$80.01M0.0%N/A0.210%
8/14/2026 Hsbc Holdings PLC617,881$72.30M0.0%N/A0.190%
8/14/2026 Ancora Advisors LLC596$70K0.0%N/A0.000%
8/14/2026 PDT Partners LLC16,000$1.87M0.1%N/A0.005%
8/14/2026 Canada Pension Plan Investment Board286,582$33.46M0.0%N/A0.088%
8/14/2026 Legal & General Group Plc2,561,444$299.10M0.1%N/A0.786%
8/14/2026 The Manufacturers Life Insurance Company218,261$25.49M0.0%N/A0.067%
8/14/2026 Fiduciary Financial Advisors733$85K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC2,100$245K0.0%N/A0.001%
8/14/2026 McDonough Capital Management Inc3,788$442K0.2%N/A0.001%
8/14/2026 Dearborn Partners LLC314,438$36.40M1.9%N/A0.096%
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8/13/2026 Asset One Wealth Management LLC1,956$221K0.0%N/A0.001%
8/13/2026 OMERS ADMINISTRATION Corp90,982$10.62M0.1%N/A0.028%
8/13/2026 Sanctuary Advisors LLC117,288$13.70M0.1%N/A0.036%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.8,236$962K0.0%N/A0.003%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.12,002$1.40M0.1%N/A0.004%
8/13/2026 Magellan Asset Management Ltd1,238,180$144.58M3.2%N/A0.380%
8/13/2026 Haverford Trust Co5,792$676K0.0%N/A0.002%
8/13/2026 Bank of Nova Scotia77,375$9.04M0.0%N/A0.024%
8/12/2026 Compass Financial Management LLC266$29K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC6,657$777K0.0%N/A0.002%


WEC Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,361 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were California State Teachers Retirement System ($5.17B), 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), and Deutsche Bank AG ($595.63M).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 1,206 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: California State Teachers Retirement System ($43.92M), Mizuho Securities USA LLC ($25.99M), Wellington Management Group LLP ($11.02M), Nuveen LLC ($3.70M), Charles Schwab Investment Management Inc. ($3.41M), Legal & General Group Plc ($2.81M), and Franklin Resources Inc. ($2.35M).

Institutional investors have bought a total of 74,302,605 shares in the last 24 months. This purchase volume represents approximately $8.56B in transactions.

Of the 454 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 California Public Employees Retirement System ($517.29K).

Institutional investors have sold a total of 83,450,053 shares in the last 24 months. This volume of shares sold represents approximately $9.16B in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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