Free Trial
→ Trump to unlock 15-figure fortune for America (May 3rd) ? (From Paradigm Press) (Ad) Buy WEC Stock  Free WEC Stock Alerts

WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$108.25 -0.23 (-0.21%)
Closing price 03:59 PM Eastern
Extended Trading
$107.89 -0.36 (-0.33%)
As of 06:00 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 Polygon.io. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
77.20%
Number of
Institutional Buyers
(last 12 months)
714
Total
Institutional Inflows
(last 12 months)
$6.21B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$1.53B
Get WEC Insider Trade Alerts

Want to know when executives and insiders are buying or selling WEC Energy Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WEC Institutional Buying and Selling by Quarter

Remove Ads

WEC Energy Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Rowlandmiller & PARTNERS.ADV10,591$1.15M0.2%-3.6%0.003%
4/15/2025Alhambra Investment Management LLC3,618$394K0.2%-11.4%0.001%
4/15/2025CX Institutional1,768$193K0.0%N/A0.001%
4/15/2025Assenagon Asset Management S.A.153,847$16.77M0.0%-70.0%0.048%
4/15/2025Integrated Advisors Network LLC7,135$778K0.0%+2.7%0.002%
4/15/2025SG Americas Securities LLC67,445$7.35M0.0%+2.3%0.021%
4/15/2025Dividend Assets Capital LLC1,997$218K0.0%N/A0.001%
4/15/2025Parsons Capital Management Inc. RI80,548$8.78M0.5%-2.7%0.025%
4/15/2025Livforsakringsbolaget Skandia Omsesidigt2,465$269K0.0%-24.5%0.001%
4/15/2025Fiduciary Financial Group LLC2,226$235K0.0%-15.7%0.001%
4/15/2025West Paces Advisors Inc.4,292$468K0.1%-2.9%0.001%
4/15/2025 GAMMA Investing LLC16,829$1.83M0.1%+18.2%0.005%
4/15/2025Wealthcare Advisory Partners LLC2,774$302K0.0%+4.4%0.001%
4/14/2025Yousif Capital Management LLC49,522$5.40M0.1%-0.5%0.016%
4/14/2025International Private Wealth Advisors LLC3,274$357K0.3%+16.2%0.001%
4/14/2025Tounjian Advisory Partners LLC13,300$1.45M0.3%N/A0.004%
4/14/2025WFA Asset Management Corp5,065$552K0.3%+80.9%0.002%
4/14/2025Farther Finance Advisors LLC7,925$863K0.0%+18.9%0.002%
4/14/2025Daymark Wealth Partners LLC3,348$365K0.0%-17.5%0.001%
4/14/2025 Portside Wealth Group LLC11,305$1.23M0.2%+4.8%0.004%
4/14/2025Park Avenue Securities LLC48,147$5.25M0.1%+2.4%0.015%
4/14/2025Patriot Financial Group Insurance Agency LLC7,528$820K0.1%+3.3%0.002%
4/14/2025Wedmont Private Capital2,452$262K0.0%N/A0.001%
4/14/2025UMB Bank n.a.3,721$406K0.0%+40.9%0.001%
4/14/2025Clean Yield Group867$94K0.0%+12.6%0.000%
4/11/2025 Gateway Investment Advisers LLC324,433$35.36M0.4%-28.5%0.102%
4/11/2025 Independence Bank of Kentucky856$93K0.0%-29.0%0.000%
4/11/2025 Alliance Wealth Advisors LLC2,154$235K0.1%N/A0.001%
4/11/2025 City State Bank5,896$643K0.2%-1.7%0.002%
4/11/2025 Tower Wealth Partners Inc.2,258$246K0.1%+5.6%0.001%
4/11/2025 Procyon Advisors LLC2,840$310K0.0%-18.3%0.001%
4/11/2025 Stablepoint Partners LLC11,884$1.30M0.2%+75.7%0.004%
4/11/2025 Annex Advisory Services LLC110,377$12.03M0.3%-0.2%0.035%
4/10/2025 Chesley Taft & Associates LLC4,613$503K0.0%-17.7%0.001%
4/10/2025 Thrive Wealth Management LLC5,286$576K0.1%-2.3%0.002%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.33,312$3.63M0.6%+29.2%0.010%
4/10/2025 Steigerwald Gordon & Koch Inc.2,570$280K0.0%+18.4%0.001%
4/10/2025 Cypress Wealth Services LLC2,970$324K0.1%-4.6%0.001%
4/10/2025 Portside Wealth Group LLC10,819$1.18M0.2%+7.0%0.003%
4/10/2025 Financial Advisory Partners LLC4,964$541K0.2%-7.1%0.002%
[Action Required] Claim Your FREE IRS Loophole Guide (Ad)

This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the biggest "dollar reset" since 1971.

So claim your FREE copy of this 2025 Gold Guide to learn more.
4/10/2025 Peak Financial Advisors LLC5,339$582K0.3%+1.9%0.002%
4/10/2025 Triangle Securities Wealth Management7,822$852K0.2%+6.2%0.002%
4/10/2025 Hennion & Walsh Asset Management Inc.33,277$3.63M0.2%+8.8%0.010%
4/10/2025 Heritage Family Offices LLP12,957$1.41M0.7%N/A0.004%
4/10/2025 Romano Brothers AND Company9,266$1.01M0.1%-3.8%0.003%
4/9/2025 Sentry Investment Management LLC909$94K0.1%-23.0%0.000%
4/9/2025 RFG Advisory LLC25,981$2.83M0.1%-9.7%0.008%
4/9/2025 ST Germain D J Co. Inc.1,060$116K0.0%-33.8%0.000%
4/9/2025 Merit Financial Group LLC19,540$2.13M0.0%+22.2%0.006%
4/9/2025 Mitchell & Pahl Private Wealth LLC26,447$2.88M1.3%-0.6%0.008%
4/9/2025 Inspirion Wealth Advisors LLC2,195$239K0.0%-55.0%0.001%
4/9/2025 Hummer Financial Advisory Services Inc11,622$1.27M1.0%+4.7%0.004%
4/9/2025 Gradient Investments LLC6,141$669K0.0%+2.0%0.002%
4/9/2025 LVW Advisors LLC16,744$1.83M0.2%-1.0%0.005%
4/9/2025 NBC Securities Inc.749$81K0.0%N/A0.000%
4/9/2025 Fiduciary Alliance LLC9,422$1.03M0.1%N/A0.003%
4/9/2025 Baker Tilly Wealth Management LLC1,860$203K0.1%N/A0.001%
4/9/2025 Czech National Bank72,966$7.95M0.1%+6.4%0.023%
4/9/2025 JGP Wealth Management LLC2,670$291K0.0%-8.5%0.001%
4/8/2025 Rhumbline Advisers642,778$70.05M0.1%+5.7%0.201%
4/8/2025 Bowman & Co S.C.2,005$219K0.1%N/A0.001%
4/8/2025 Fifth Third Wealth Advisors LLC4,788$522K0.0%+5.7%0.002%
4/8/2025 Beese Fulmer Investment Management Inc.2,994$326K0.0%+13.9%0.001%
4/8/2025 Somerset Trust Co35,891$3.91M1.4%+5.1%0.011%
4/8/2025 Lantz Financial LLC27,692$3.02M0.8%-3.9%0.009%
4/8/2025 Rothschild Investment LLC26,931$2.94M0.2%-0.5%0.008%
4/8/2025 Parallel Advisors LLC5,008$546K0.0%-3.9%0.002%
4/7/2025 First County Bank CT 1,986$216K0.1%N/A0.001%
4/7/2025 GAMMA Investing LLC1,834,024$199.87M0.0%+12,777.6%0.575%
4/7/2025 AdvisorNet Financial Inc3,941$429K0.0%-3.8%0.001%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO2,515$274K0.1%-8.6%0.001%
4/3/2025 Versant Capital Management Inc754$82K0.0%+365.4%0.000%
4/2/2025 Kera Capital Partners Inc.1,910$208K0.1%N/A0.001%
4/2/2025 Marcum Wealth LLC7,416$808K0.1%+1.3%0.002%
4/1/2025 Centre Asset Management LLC2,330$254K0.1%N/A0.001%
4/1/2025 Confluence Investment Management LLC1,444,397$157.41M2.3%-3.1%0.457%
4/1/2025 Neville Rodie & Shaw Inc.2,078$226K0.0%N/A0.001%
4/1/2025 MassMutual Private Wealth & Trust FSB2,483$271K0.0%+7.7%0.001%
3/19/2025DSG Capital Advisors LLC2,827$266K0.0%N/A0.001%
3/18/2025California State Teachers Retirement System376,280$35.39M0.0%-4.1%0.119%
3/17/2025Wealth Enhancement Advisory Services LLC210,030$19.75M0.0%+5.9%0.067%
3/7/2025Aegis Wealth Management LLC3,671$345K0.2%N/A0.001%
3/4/2025 Buska Wealth Management LLC2,868$270K0.1%-19.8%0.001%
3/4/2025Siemens Fonds Invest GmbH114,576$10.78M0.4%N/A0.036%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH123,308$11.60M0.0%N/A0.039%
2/27/2025Talaria Asset Management Pty Ltd573,900$53.97M13.9%N/A0.181%
2/26/2025LifeWealth Investments LLC2,128$200K0.1%N/A0.001%
2/25/2025Heck Capital Advisors LLC12,107$1.14M0.1%N/A0.004%
2/24/2025Great Valley Advisor Group Inc.47,517$4.47M0.1%+12.5%0.015%
2/24/2025Ameriflex Group Inc.842$84K0.0%N/A0.000%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
2/21/2025Ascent Group LLC15,813$1.49M0.1%+1.2%0.005%
2/21/2025AlphaCore Capital LLC4,001$376K0.1%-11.8%0.001%
2/20/2025Mackenzie Financial Corp38,921$3.66M0.0%-52.6%0.012%
2/20/2025Forum Financial Management LP5,816$547K0.0%+26.2%0.002%
2/20/2025Drucker Wealth 3.0 LLC21,564$2.03M0.5%+4.3%0.007%
2/19/2025Toronto Dominion Bank113,085$10.64M0.0%-18.9%0.036%
2/19/2025Richmond Investment Services LLC6,102$574K0.3%N/A0.002%
2/19/2025Parr Mcknight Wealth Management Group LLC25,873$2.43M0.3%N/A0.008%
2/19/2025Public Employees Retirement System of Ohio108,668$10.22M0.0%-5.4%0.034%
2/18/2025GTS Securities LLC5,056$475K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

Remove Ads

WEC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEC shares?

During the previous two years, 1,167 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.73B), BlackRock Inc. ($2.58B), State Street Corp ($2.06B), Wellington Management Group LLP ($1.04B), Geode Capital Management LLC ($756.42M), Wells Fargo & Company MN ($734.90M), and Bank of America Corp DE ($594.81M).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 983 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 ($25.99M), Wellington Management Group LLP ($11.05M), American Century Companies Inc. ($2.13M), Charles Schwab Investment Management Inc. ($2.09M), Raymond James Financial Inc. ($2.01M), GAMMA Investing LLC ($1.84M), and Confluence Investment Management LLC ($1.56M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 90,136,494 shares in the last 24 months. This purchase volume represents approximately $8.29B in transactions.

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

Of the 655 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. ($2.48M), Magellan Asset Management Ltd ($1.86M), JPMorgan Chase & Co. ($1.77M), Bank of America Corp DE ($1.00M), Millennium Management LLC ($970.07K), Price T Rowe Associates Inc. MD ($935.72K), and Scout Investments Inc. ($792.00K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 32,445,673 shares in the last 24 months. This volume of shares sold represents approximately $2.86B in transactions.


Related Companies

This page (NYSE:WEC) was last updated on 4/15/2025 by MarketBeat.com Staff
From Our Partners
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
DOGE tax surprise
Elon Musk's DOGE agents have some very strange plans for the IRS... Recently, it emerged that our tax auth...
Altimetry | Sponsored
Amazon Shocker
Jeff Bezos quietly backing world-changing tech (not AI) The Amazon founder is quietly advancing a radical t...
Stansberry Research | Sponsored
Caught on Camera: Elon Musk’s “Area 51”
You won’t believe what tech legend Jeff Brown found in what he calls Elon Musk’s “Area 51.” (Click here to see...
Brownstone Research | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored