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WEC Energy Group (WEC) Institutional Ownership

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$100.23 +1.20 (+1.21%)
Closing price 01/21/2025 03:59 PM Eastern
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$100.03 -0.20 (-0.20%)
As of 08:48 AM 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)
584
Total
Institutional Inflows
(last 12 months)
$4.87B
Number of
Institutional Sellers
(last 12 months)
392
Total
Institutional Outflows
(last 12 months)
$1.08B
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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
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management35,455$3.33M0.1%-6.2%0.011%
1/21/2025Stablepoint Partners LLC6,763$636K0.1%+34.9%0.002%
1/21/20251834 Investment Advisors Co.73,655$6.93M0.9%-10.0%0.023%
1/21/2025Marshall Financial Group LLC2,198$207K0.1%+4.8%0.001%
1/21/2025CFS Investment Advisory Services LLC2,174$204K0.0%N/A0.001%
1/21/2025Lantz Financial LLC28,807$2.71M0.7%-3.3%0.009%
1/21/2025Geneos Wealth Management Inc.12,054$1.13M0.0%+1.5%0.004%
1/21/2025Fifth Third Bancorp84,335$7.93M0.0%-5.4%0.027%
1/21/2025apricus wealth LLC23,005$2.16M1.4%+0.7%0.007%
1/21/2025Cottonwood Capital Advisors LLC2,136$201K0.1%N/A0.001%
1/21/2025Exchange Traded Concepts LLC8,974$844K0.0%+2.4%0.003%
1/21/2025RFG Advisory LLC28,772$2.71M0.1%-5.4%0.009%
1/17/2025 New Century Financial Group LLC3,030$284K0.1%-12.9%0.001%
1/17/2025 Inspire Investing LLC2,753$259K0.0%-7.0%0.001%
1/17/2025 Raleigh Capital Management Inc.6,647$625K0.2%+4.1%0.002%
1/17/2025 Wesbanco Bank Inc.8,579$807K0.0%+7.5%0.003%
1/17/2025 Janney Montgomery Scott LLC70,983$6.68M0.0%+2.4%0.022%
1/17/2025 Bartlett & CO. Wealth Management LLC82,925$7.80M0.1%+1.3%0.026%
1/17/2025 SG Americas Securities LLC65,913$6.20M0.0%+46.5%0.021%
1/17/2025 Daymark Wealth Partners LLC4,057$382K0.0%-8.3%0.001%
1/17/2025 Nisa Investment Advisors LLC211,525$19.89M0.1%-3.0%0.067%
1/17/2025 Atomi Financial Group Inc.4,977$468K0.0%+67.9%0.002%
1/17/2025 Chesley Taft & Associates LLC5,602$527K0.0%+6.1%0.002%
1/16/2025 Crossmark Global Holdings Inc.17,052$1.60M0.0%-20.8%0.005%
1/16/2025 Sugar Maple Asset Management LLC1,570$148K0.1%N/A0.000%
1/16/2025 Mitchell & Pahl Private Wealth LLC26,594$2.50M1.2%+3.2%0.008%
1/16/2025 Ballentine Partners LLC5,728$539K0.0%+4.2%0.002%
1/16/2025 ZWJ Investment Counsel Inc.3,862$363K0.0%+4.7%0.001%
1/16/2025 Zhang Financial LLC4,961$467K0.0%-33.6%0.002%
1/16/2025 UMB Bank n.a.2,641$248K0.0%+6.8%0.001%
1/16/2025 Thrive Wealth Management LLC5,408$509K0.1%-2.6%0.002%
1/16/2025 Trueblood Wealth Management LLC10,914$1.03M0.5%-2.6%0.003%
1/16/2025 Diversify Advisory Services LLC3,680$344K0.0%-8.1%0.001%
1/16/2025 LVW Advisors LLC16,907$1.59M0.2%+5.1%0.005%
1/16/2025 Annex Advisory Services LLC110,644$10.41M0.3%+6.5%0.035%
1/16/2025 My Legacy Advisors LLC6,568$628K0.2%+3.7%0.002%
1/15/2025 Aaron Wealth Advisors LLC2,731$257K0.0%N/A0.001%
1/15/2025 Astoria Portfolio Advisors LLC.2,497$236K0.1%+16.6%0.001%
1/15/2025 Triangle Securities Wealth Management7,363$692K0.2%-2.8%0.002%
1/15/2025 Ameritas Advisory Services LLC26,511$2.49M0.1%+29.7%0.008%
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1/15/2025 HB Wealth Management LLC7,512$706K0.0%+83.7%0.002%
1/15/2025 Trust Co. of Vermont972$91K0.0%+39.5%0.000%
1/15/2025 Premier Path Wealth Partners LLC3,237$304K0.0%+13.5%0.001%
1/15/2025 Sanibel Captiva Trust Company Inc.4,012$377K0.0%-2.9%0.001%
1/15/2025 Verity & Verity LLC109,227$10.27M0.9%N/A0.035%
1/15/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH2,647$249K0.1%-6.6%0.001%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.2,985$281K0.0%N/A0.001%
1/15/2025 Brooklyn Investment Group1,559$147K0.0%+27.6%0.000%
1/15/2025 Somerset Trust Co34,136$3.21M1.2%+4.9%0.011%
1/15/2025 Merit Financial Group LLC15,991$1.50M0.0%+46.4%0.005%
1/15/2025 Wealthcare Advisory Partners LLC2,658$250K0.0%+5.6%0.001%
1/15/2025 Procyon Advisors LLC3,478$327K0.0%+13.4%0.001%
1/15/2025 Hennessy Advisors Inc.179,440$16.88M0.5%+2.8%0.057%
1/15/2025 JGP Wealth Management LLC2,917$274K0.0%-11.2%0.001%
1/15/2025 Gateway Investment Advisers LLC453,945$42.69M0.5%+20.9%0.143%
1/15/2025 Hennion & Walsh Asset Management Inc.30,586$2.88M0.1%+3.8%0.010%
1/14/2025 MPS Loria Financial Planners LLC6,549$616K0.2%-3.3%0.002%
1/14/2025 Essex Savings Bank2,249$211K0.1%N/A0.001%
1/14/2025 Advisors Management Group Inc. ADV4,927$463K0.1%-24.1%0.002%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.25,778$2.42M0.5%+60.1%0.008%
1/14/2025 Park Avenue Securities LLC47,014$4.42M0.0%+22.1%0.015%
1/14/2025 Assenagon Asset Management S.A.513,010$48.24M0.1%-12.2%0.162%
1/14/2025 Rockland Trust Co.116,795$10.98M0.6%+1.8%0.037%
1/14/2025 Hummer Financial Advisory Services Inc11,101$1.04M0.8%-4.5%0.004%
1/13/2025 Greenfield Savings Bank3,867$364K0.2%-11.5%0.001%
1/13/2025 AdvisorNet Financial Inc4,097$385K0.0%+59.6%0.001%
1/13/2025 Tsfg LLC2,699$254K0.1%+4.6%0.001%
1/13/2025 PFW Advisors LLC11,407$1.07M0.3%N/A0.004%
1/13/2025 Elevated Capital Advisors LLC7,080$666K0.2%-1.7%0.002%
1/13/2025 Claro Advisors LLC8,149$766K0.1%-15.2%0.003%
1/13/2025 Clean Yield Group770$72K0.0%-20.6%0.000%
1/13/2025 Future Financial Wealth Managment LLC403$38K0.0%-38.6%0.000%
1/13/2025 Thomasville National Bank184,416$17.34M1.2%+3.7%0.058%
1/13/2025 Brookstone Capital Management123,471$11.61M0.2%-0.8%0.039%
1/13/2025 City State Bank5,996$564K0.2%-4.1%0.002%
1/13/2025 Matrix Trust Co16,352$1.54M0.3%N/A0.005%
1/13/2025 Czech National Bank68,592$6.45M0.1%+6.5%0.022%
1/10/2025 Ridgewood Investments LLC1,727$162K0.1%-22.5%0.001%
1/10/2025 ST Germain D J Co. Inc.1,600$150K0.0%+50.9%0.001%
1/10/2025 Wealth Enhancement Advisory Services LLC200,741$19.31M0.0%+1.2%0.063%
1/8/2025 Fulton Bank N.A.11,536$1.09M0.0%-1.1%0.004%
1/8/2025 International Assets Investment Management LLC3,049$287K0.0%-99.0%0.001%
1/7/2025 Bank & Trust Co9,350$879K0.7%-1.9%0.003%
1/7/2025 Diversified Trust Co5,443$512K0.0%+7.5%0.002%
1/6/2025 Insight Wealth Strategies LLC3,695$348K0.0%-14.2%0.001%
1/6/2025 Nordea Investment Management AB14,607$1.38M0.0%-3.5%0.005%
1/3/2025 Everence Capital Management Inc.4,050$381K0.0%-49.1%0.001%
1/3/2025 GAMMA Investing LLC14,242$1.34M0.1%+14.9%0.005%
1/2/2025 Confluence Investment Management LLC1,489,994$140.12M1.9%-1.3%0.471%
12/26/2024JPMorgan Chase & Co.4,806,360$462.28M0.0%+17.0%1.519%
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12/19/2024Principal Financial Group Inc.1,632,674$157.03M0.1%-9.4%0.516%
12/13/2024B. Riley Wealth Advisors Inc.4,933$475K0.0%-12.1%0.002%
12/6/2024Fidelity D & D Bancorp Inc.2,332$224K0.1%N/A0.001%
12/6/2024Retirement Systems of Alabama431,103$41.46M0.2%+518.8%0.136%
11/27/2024Franklin Resources Inc.690,026$66.45M0.0%+1.0%0.218%
11/26/2024Peapack Gladstone Financial Corp6,523$627K0.0%+56.6%0.002%
11/25/2024Synovus Financial Corp2,980$287K0.0%+4.7%0.001%
11/25/2024Tidal Investments LLC4,428$426K0.0%+3.9%0.001%
11/25/2024Wilmington Savings Fund Society FSB12,421$1.20M0.0%+238.4%0.004%
11/25/2024World Investment Advisors LLC21,075$2.03M0.0%+15.6%0.007%
(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, 1,059 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.26B), BlackRock Inc. ($2.58B), Mizuho Securities USA LLC ($2.50B), State Street Corp ($2.06B), Geode Capital Management LLC ($762.45M), Wells Fargo & Company MN ($638.68M), and Bank of America Corp DE ($594.91M).Learn more on WEC's institutional investors.

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

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

Which institutional investors have been buying WEC Energy Group stock?

Of the 874 institutional investors that purchased WEC Energy Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mizuho Securities USA LLC ($25.98M), Wellington Management Group LLP ($4.72M), Caisse DE Depot ET Placement DU Quebec ($2.84M), American Century Companies Inc. ($2.13M), Charles Schwab Investment Management Inc. ($2.04M), Confluence Investment Management LLC ($1.79M), and JPMorgan Chase & Co. ($1.43M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 76,992,414 shares in the last 24 months. This purchase volume represents approximately $7.03B in transactions.

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

Of the 619 institutional investors that sold WEC Energy Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($2.41M), Magellan Asset Management Ltd ($1.79M), JPMorgan Chase & Co. ($1.34M), Millennium Management LLC ($970.07K), Price T Rowe Associates Inc. MD ($935.72K), Scout Investments Inc. ($792.00K), and Reaves W H & Co. Inc. ($765.71K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 27,143,700 shares in the last 24 months. This volume of shares sold represents approximately $2.36B in transactions.


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This page (NYSE:WEC) was last updated on 1/22/2025 by MarketBeat.com Staff
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