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WEC Energy Group (WEC) Institutional Ownership

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$110.29 +1.21 (+1.11%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$110.24 -0.05 (-0.05%)
As of 08/1/2025 06:02 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)
811
Total
Institutional Inflows
(last 12 months)
$7.24B
Number of
Institutional Sellers
(last 12 months)
513
Total
Institutional Outflows
(last 12 months)
$1.97B
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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
8/1/2025Motco46,302$5.05M0.5%-3.1%0.015%
8/1/2025Redmond Asset Management LLC4,600$479K0.1%-2.1%0.001%
8/1/2025Mizuho Markets Americas LLC39,050$4.07M0.1%-34.9%0.012%
8/1/2025New York Life Investment Management LLC43,328$4.52M0.0%+2.2%0.014%
8/1/2025Howard Capital Management Inc.1,992$208K0.0%N/A0.001%
8/1/2025Motley Fool Wealth Management LLC18,751$1.95M0.1%-23.6%0.006%
8/1/2025Rossby Financial LCC877$91K0.0%-26.5%0.000%
8/1/2025SYM FINANCIAL Corp5,327$555K0.1%+2.8%0.002%
8/1/2025United Capital Management of KS Inc.37,304$3.89M0.6%+1.8%0.012%
8/1/2025AustralianSuper Pty Ltd108,188$11.27M0.1%+14.1%0.034%
8/1/2025Teacher Retirement System of Texas58,638$6.11M0.0%+26.8%0.018%
8/1/2025Cobblestone Capital Advisors LLC NY2,995$312K0.0%+5.5%0.001%
8/1/2025Bessemer Group Inc.923,107$96.19M0.2%+0.8%0.289%
8/1/2025Ashton Thomas Private Wealth LLC42,249$4.40M0.2%+2.4%0.013%
8/1/2025Envestnet Asset Management Inc.2,709,291$282.31M0.1%+7.5%0.849%
7/31/2025 Nisa Investment Advisors LLC209,518$21.83M0.1%+0.2%0.066%
7/31/2025 Wealthfront Advisers LLC113,245$11.80M0.0%+39.1%0.035%
7/31/2025 Oppenheimer Asset Management Inc.89,443$9.32M0.1%+54.2%0.028%
7/31/2025 Blake Schutter Theil Wealth Advisors LLC2,157$225K0.3%-16.5%0.001%
7/31/2025 Leeward Investments LLC MA105,430$10.99M0.6%-15.2%0.033%
7/31/2025 Brighton Jones LLC2,339$244K0.0%+6.8%0.001%
7/31/2025 MQS Management LLC2,033$212K0.1%N/A0.001%
7/31/2025 City State Bank5,668$591K0.2%-3.9%0.002%
7/31/2025 Moment Partners LLC3,464$361K0.1%+4.0%0.001%
7/31/2025 AlphaQuest LLC3,618$377K0.0%-42.5%0.001%
7/31/2025 Sumitomo Mitsui Trust Group Inc.834,943$87.00M0.1%+1.2%0.262%
7/31/2025 Harbour Investment Management LLC11,430$1.19M0.5%-2.1%0.004%
7/31/2025 Moloney Securities Asset Management LLC4,730$493K0.1%N/A0.001%
7/31/2025 Catalyst Capital Advisors LLC907$95K0.0%+72.1%0.000%
7/31/2025 Asset Management One Co. Ltd.167,291$17.43M0.1%-1.5%0.052%
7/31/2025 Smith Group Asset Management LLC23,440$2.44M0.2%-16.3%0.007%
7/31/2025 WFA Asset Management Corp2,693$281K0.2%-46.8%0.001%
7/31/2025 FSM Wealth Advisors LLC2,596$271K0.0%N/A0.001%
7/31/2025 Turning Point Benefit Group Inc.6,068$632K0.5%+8.0%0.002%
7/30/2025 Bleakley Financial Group LLC12,587$1.31M0.0%+14.0%0.004%
7/30/2025 Principle Wealth Partners LLC2,895$302K0.0%+4.5%0.001%
7/30/2025 Capital Investment Services of America Inc.2,586$269K0.0%-3.7%0.001%
7/30/2025 LifeWealth Investments LLC3,690$385K0.1%+3.0%0.001%
7/30/2025 Freedom Investment Management Inc.2,896$302K0.0%-18.3%0.001%
7/30/2025 Ethic Inc.15,498$1.60M0.0%-6.5%0.005%
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7/30/2025 Rehmann Capital Advisory Group6,291$656K0.0%+11.6%0.002%
7/30/2025 Brookstone Capital Management122,994$12.82M0.2%+0.3%0.039%
7/30/2025 D.A. Davidson & CO.16,539$1.72M0.0%+5.3%0.005%
7/30/2025 Cullen Frost Bankers Inc.1,276$133K0.0%+63.4%0.000%
7/30/2025 apricus wealth LLC26,850$2.80M1.6%+6.8%0.008%
7/30/2025 Securian Asset Management Inc.16,595$1.73M0.0%-1.0%0.005%
7/30/2025 DekaBank Deutsche Girozentrale122,847$12.65M0.0%+3.7%0.038%
7/30/2025 Journey Advisory Group LLC30,264$3.15M0.2%-0.5%0.009%
7/30/2025 Drive Wealth Management LLC2,303$240K0.1%N/A0.001%
7/29/2025 Beverly Hills Private Wealth LLC17,587$1.83M0.3%+3.2%0.006%
7/29/2025 Cidel Asset Management Inc.200,914$20.94M1.3%+1.6%0.063%
7/29/2025 Chicago Partners Investment Group LLC2,388$260K0.0%+20.0%0.001%
7/29/2025 BKM Wealth Management LLC19,045$1.98M0.8%+0.9%0.006%
7/29/2025 Gladwyn Financial Advisors Inc.1,666$174K0.1%N/A0.001%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al11,700$1.22M0.0%N/A0.004%
7/29/2025 Mutual of America Capital Management LLC36,592$3.81M0.0%-0.9%0.011%
7/29/2025 Spirit of America Management Corp NY17,700$1.84M0.4%+1.4%0.006%
7/29/2025 MPS Loria Financial Planners LLC5,803$605K0.2%-9.1%0.002%
7/29/2025 Stanley Laman Group Ltd.2,735$285K0.0%+15.8%0.001%
7/29/2025 Ariston Services Group2,401$250K0.2%+8.0%0.001%
7/29/2025 Chevy Chase Trust Holdings LLC170,287$17.74M0.1%+1.2%0.053%
7/29/2025 Stratos Wealth Partners LTD.102,562$10.69M0.1%+3.8%0.032%
7/29/2025 Master S Wealth Management Inc.2,559$267K0.1%N/A0.001%
7/29/2025 Nordea Investment Management AB15,055$1.56M0.0%+2.4%0.005%
7/29/2025 Aware Super Pty Ltd as trustee of Aware Super293,300$30.56M0.4%-11.4%0.092%
7/28/2025 Alta Capital Management LLC37,850$3.94M0.2%-5.0%0.012%
7/28/2025 Allianz Asset Management GmbH176,147$18.36M0.0%+18.6%0.055%
7/28/2025 New York State Teachers Retirement System241,911$25.21M0.1%+0.1%0.076%
7/28/2025 Duncker Streett & Co. Inc.2,144$223K0.0%-13.6%0.001%
7/28/2025 Harbour Investments Inc.44,437$4.63M0.1%+10.6%0.014%
7/28/2025 Mowery & Schoenfeld Wealth Management LLC2,133$222K0.3%-48.0%0.001%
7/28/2025 Courier Capital LLC4,086$426K0.0%-2.3%0.001%
7/28/2025 Bayforest Capital Ltd246$26K0.0%N/A0.000%
7/28/2025 Sagespring Wealth Partners LLC5,019$523K0.0%+25.7%0.002%
7/28/2025 Boston Trust Walden Corp141,921$14.79M0.1%+13.3%0.044%
7/28/2025 TD Asset Management Inc186,221$19.40M0.0%+6.3%0.058%
7/28/2025 Wilmington Savings Fund Society FSB12,485$1.30M0.0%+0.9%0.004%
7/28/2025 Kiker Wealth Management LLC3,812$397K0.2%-2.8%0.001%
7/28/2025 RFG Advisory LLC22,257$2.32M0.1%-14.3%0.007%
7/28/2025 Axxcess Wealth Management LLC2,766$288K0.0%-66.9%0.001%
7/25/2025 Heartland Bank & Trust Co4,896$510K0.2%-2.6%0.002%
7/25/2025 NorthRock Partners LLC12,332$1.28M0.0%+2.5%0.004%
7/25/2025 Verdence Capital Advisors LLC5,712$595K0.0%+1.6%0.002%
7/25/2025 Atria Wealth Solutions Inc.4,684$488K0.0%-50.2%0.001%
7/25/2025 Envestnet Portfolio Solutions Inc.46,781$4.88M0.0%-6.0%0.015%
7/25/2025 Sequoia Financial Advisors LLC7,224$753K0.0%+12.4%0.002%
7/25/2025 Allspring Global Investments Holdings LLC143,085$14.99M0.0%-1.9%0.045%
7/25/2025 CWM LLC22,696$2.37M0.0%+16.1%0.007%
7/25/2025 Franklin Parlapiano Turner & Welch LLC85,582$8.92M2.3%-5.6%0.027%
7/25/2025 Vanguard Personalized Indexing Management LLC41,253$4.30M0.0%+27.4%0.013%
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7/25/2025 Concurrent Investment Advisors LLC28,299$2.95M0.1%+24.9%0.009%
7/25/2025 Cerro Pacific Wealth Advisors LLC6,582$686K0.2%+43.7%0.002%
7/25/2025 Johnson Investment Counsel Inc.10,014$1.04M0.0%-1.4%0.003%
7/25/2025 Apollon Financial LLC18,995$1.98M0.4%+2.3%0.006%
7/25/2025 Apollon Wealth Management LLC10,058$1.05M0.0%+4.5%0.003%
7/25/2025 Fifth Third Wealth Advisors LLC4,520$471K0.0%-5.6%0.001%
7/24/2025 Inspire Investing LLC2,721$284K0.0%-6.0%0.001%
7/24/2025 Drucker Wealth 3.0 LLC21,031$2.19M0.4%-5.3%0.007%
7/24/2025 Aberdeen Group plc147,256$15.34M0.0%+8.3%0.046%
7/24/2025 Eastern Bank6,966$726K0.0%-2.2%0.002%
(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, 1,206 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 1,039 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), Envestnet Asset Management Inc. ($2.06M), and Raymond James Financial Inc. ($2.01M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 74,336,584 shares in the last 24 months. This purchase volume represents approximately $7.24B in transactions.

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

Of the 513 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 19,944,349 shares in the last 24 months. This volume of shares sold represents approximately $1.97B in transactions.



This page (NYSE:WEC) was last updated on 8/2/2025 by MarketBeat.com Staff
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