Free Trial

WEC Energy Group (WEC) Institutional Ownership

WEC Energy Group logo
$94.50 +1.24 (+1.33%)
(As of 12/20/2024 05:17 PM ET)

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

Current
Institutional Ownership
Percentage
77.20%
Number of
Institutional Buyers
(last 12 months)
575
Total
Institutional Inflows
(last 12 months)
$4.80B
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$1.05B
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

WEC Energy Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.1,632,674$157.03M0.1%-9.4%0.516%
12/13/2024 B. Riley Wealth Advisors Inc.4,933$475K0.0%-12.1%0.002%
12/6/2024 Fidelity D & D Bancorp Inc.2,332$224K0.1%N/A0.001%
12/6/2024 Retirement Systems of Alabama431,103$41.46M0.2%+518.8%0.136%
11/27/2024 Franklin Resources Inc.690,026$66.45M0.0%+1.0%0.218%
11/26/2024 Peapack Gladstone Financial Corp6,523$627K0.0%+56.6%0.002%
11/25/2024 Synovus Financial Corp2,980$287K0.0%+4.7%0.001%
11/25/2024 Tidal Investments LLC4,428$426K0.0%+3.9%0.001%
11/25/2024 Wilmington Savings Fund Society FSB12,421$1.20M0.0%+238.4%0.004%
11/25/2024 World Investment Advisors LLC21,075$2.03M0.0%+15.6%0.007%
11/25/2024 Sanctuary Advisors LLC91,034$9.16M0.1%+15.1%0.029%
11/22/2024 Stock Yards Bank & Trust Co.12,880$1.24M0.0%-9.0%0.004%
11/19/2024 Second Line Capital LLC2,193$211K0.1%N/A0.001%
11/18/2024 Rehmann Capital Advisory Group5,036$488K0.0%+4.0%0.002%
11/18/2024 TD Private Client Wealth LLC29,957$2.88M0.1%+85.4%0.009%
11/18/2024 Arete Wealth Advisors LLC3,579$343K0.0%-15.3%0.001%
11/18/2024 Teachers Retirement System of The State of Kentucky23,629$2.27M0.0%-5.6%0.007%
11/18/2024 Toronto Dominion Bank139,386$13.41M0.0%-8.3%0.044%
11/18/2024 Coldstream Capital Management Inc.3,689$356K0.0%+31.7%0.001%
11/16/2024 Geode Capital Management LLC7,952,851$762.45M0.1%+1.3%2.514%
11/15/2024 Vestcor Inc83,569$8.04M0.3%+5.1%0.026%
11/15/2024 Resources Management Corp CT ADV5,909$568K0.1%-1.9%0.002%
11/15/2024 M&T Bank Corp19,386$1.86M0.0%-4.3%0.006%
11/15/2024 Duff & Phelps Investment Management Co.1,365,851$131.37M1.5%+11.7%0.432%
11/15/2024 Barclays PLC569,662$54.79M0.0%-25.4%0.180%
11/15/2024 Continuum Advisory LLC4,349$418K0.1%+64.9%0.001%
11/15/2024 Drucker Wealth 3.0 LLC20,671$1.99M0.5%+5.4%0.007%
11/15/2024 Public Employees Retirement System of Ohio114,889$11.05M0.0%-6.2%0.036%
11/15/2024 Cape Cod Five Cents Savings Bank41,271$3.97M0.4%+1.4%0.013%
11/15/2024 Nomura Asset Management Co. Ltd.126,085$12.13M0.0%+35.9%0.040%
11/15/2024 MML Investors Services LLC193,099$18.57M0.1%+12.0%0.061%
11/15/2024 Dean Investment Associates LLC106,020$10.20M1.4%-3.9%0.034%
11/15/2024 Orion Portfolio Solutions LLC48,137$4.63M0.1%+3.9%0.015%
11/15/2024 XTX Topco Ltd5,472$526K0.0%+112.8%0.002%
11/15/2024 Zacks Investment Management2,922$281K0.0%-15.4%0.001%
11/15/2024 Zimmer Partners LP958,294$92.17M1.7%-20.0%0.303%
11/15/2024 National Bank of Canada FI167,956$16.15M0.0%+31.4%0.053%
11/15/2024 Hendershot Investments Inc.9,218$887K0.1%-11.8%0.003%
11/15/2024 iA Global Asset Management Inc.12,457$1.20M0.0%+6.3%0.004%
11/15/2024 EP Wealth Advisors LLC6,060$583K0.0%+6.0%0.002%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
11/15/2024 Kovitz Investment Group Partners LLC5,205$501K0.0%N/A0.002%
11/15/2024 Voya Financial Advisors Inc.7,074$674K0.1%+10.6%0.002%
11/15/2024 Wellington Management Group LLP4,718,179$453.79M0.1%+17,270.5%1.491%
11/15/2024 State Street Corp21,400,036$2.06B0.1%-0.8%6.765%
11/15/2024 Stifel Financial Corp1,216,379$117.00M0.1%+4.0%0.385%
11/15/2024 SYM FINANCIAL Corp5,091$490K0.1%+3.8%0.002%
11/15/2024 SageView Advisory Group LLC5,390$518K0.0%-31.6%0.002%
11/15/2024 Quantinno Capital Management LP19,473$1.87M0.0%+37.6%0.006%
11/15/2024 Motley Fool Wealth Management LLC29,978$2.88M0.1%+51.0%0.009%
11/15/2024 NFJ Investment Group LLC144,308$13.88M0.4%+23.7%0.046%
11/15/2024 IHT Wealth Management LLC9,939$956K0.0%+5.8%0.003%
11/15/2024 Integrated Wealth Concepts LLC15,870$1.53M0.0%+33.0%0.005%
11/15/2024 Investment Management Corp of Ontario10,462$1.01M0.0%+48.1%0.003%
11/15/2024 Janus Henderson Group PLC37,574$3.61M0.0%-12.8%0.012%
11/15/2024 HighTower Advisors LLC100,517$9.68M0.0%+13.0%0.032%
11/15/2024 Hilltop Holdings Inc.13,681$1.32M0.1%N/A0.004%
11/15/2024 Holocene Advisors LP97,409$9.37M0.0%-12.8%0.031%
11/15/2024 Centiva Capital LP17,876$1.72M0.0%-69.1%0.006%
11/15/2024 Chevy Chase Trust Holdings LLC171,265$16.47M0.1%-1.7%0.054%
11/15/2024 Ascent Group LLC15,626$1.50M0.1%-9.6%0.005%
11/15/2024 Benjamin Edwards Inc.568,629$54.69M0.8%+897.4%0.180%
11/15/2024 FSA Wealth Management LLC900$87K0.0%N/A0.000%
11/15/2024 B&L Asset Management LLC2,777$267K0.2%N/A0.001%
11/14/2024 Morton Community Bank39,525$3.80M1.0%-0.5%0.012%
11/14/2024 Semmax Financial Advisors Inc.23,839$2.33M0.6%+13.4%0.008%
11/14/2024 Cobblestone Capital Advisors LLC NY2,637$254K0.0%N/A0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp52,688$5.07M0.0%-12.8%0.017%
11/14/2024 Edgestream Partners L.P.4,143$398K0.0%-93.7%0.001%
11/14/2024 Kolinsky Wealth Management LLC2,155$207K0.1%N/A0.001%
11/14/2024 Caisse DE Depot ET Placement DU Quebec1,900,238$182.77M0.4%+57.7%0.601%
11/14/2024 Verition Fund Management LLC29,968$2.88M0.0%+206.2%0.009%
11/14/2024 Captrust Financial Advisors24,957$2.40M0.0%+11.5%0.008%
11/14/2024 Icon Wealth Advisors LLC10,838$1.04M0.1%-1.1%0.003%
11/14/2024 Rockefeller Capital Management L.P.27,145$2.61M0.0%-15.7%0.009%
11/14/2024 CWS Financial Advisors LLC2,081$200K0.1%N/A0.001%
11/14/2024 Providence Wealth Advisors LLC2,657$263K0.2%-4.1%0.001%
11/14/2024 Isthmus Partners LLC2,929$282K0.0%N/A0.001%
11/14/2024 Financial Counselors Inc.2,103$202K0.0%N/A0.001%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,315,867$126.56M0.0%-17.0%0.416%
11/14/2024 Public Sector Pension Investment Board55,222$5.31M0.0%+3.2%0.017%
11/14/2024 Fiduciary Trust Co8,443$812K0.0%-9.3%0.003%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank73,176$7.04M0.0%+1.9%0.023%
11/14/2024 True Vision MN LLC2,999$288K0.2%N/A0.001%
11/14/2024 MetLife Investment Management LLC82,187$7.91M0.0%-2.4%0.026%
11/13/2024 Glenmede Trust Co. NA38,504$3.70M0.0%-13.7%0.012%
11/13/2024 Freedom Investment Management Inc.4,076$392K0.0%-6.5%0.001%
11/13/2024 Townsquare Capital LLC116,317$11.19M0.1%+7.1%0.037%
11/13/2024 BNP Paribas Financial Markets560,616$53.92M0.0%-29.4%0.177%
11/13/2024 Brooklyn Investment Group1,222$118K0.0%N/A0.000%
11/13/2024 FMR LLC1,233,340$118.62M0.0%-5.1%0.390%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
11/13/2024 D.A. Davidson & CO.13,752$1.32M0.0%-3.5%0.004%
11/13/2024 The Manufacturers Life Insurance Company201,182$19.35M0.0%+2.2%0.064%
11/13/2024 Associated Banc Corp20,789$2.00M0.1%+9.3%0.007%
11/13/2024 Private Trust Co. NA5,389$518K0.1%+2.9%0.002%
11/13/2024 DRW Securities LLC14,476$1.39M0.0%N/A0.005%
11/13/2024 Independent Advisor Alliance21,337$2.05M0.1%-1.8%0.007%
11/13/2024 Daiwa Securities Group Inc.38,499$3.70M0.0%+11.5%0.012%
11/12/2024 Hartford Funds Management Co LLC2,978$286K0.0%N/A0.001%
11/12/2024 Kingsview Wealth Management LLC46,964$4.52M0.1%+1.6%0.015%
11/12/2024 Cerity Partners LLC132,944$12.79M0.0%+264.9%0.042%
(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, 1,057 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 872 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 Envestnet Asset Management Inc. ($1.40M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 76,229,094 shares in the last 24 months. This purchase volume represents approximately $6.95B in transactions.

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

Of the 615 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 26,999,047 shares in the last 24 months. This volume of shares sold represents approximately $2.34B in transactions.



This page (NYSE:WEC) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners