WEC Energy Group (WEC) Institutional Ownership

$84.91
+1.08 (+1.29%)
(As of 05/8/2024 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)
562
Total
Institutional Inflows
(last 12 months)
$2.14B
Number of
Institutional Sellers
(last 12 months)
434
Total
Institutional Outflows
(last 12 months)
$1.33B
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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
5/8/2024Richard C. Young & CO. LTD.40,470$3.32M0.4%-6.5%0.013%
5/8/2024Bleakley Financial Group LLC7,767$638K0.0%+6.7%0.002%
5/8/2024ProShare Advisors LLC41,676$3.42M0.0%-1.7%0.013%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS632,691$51.96M0.4%+6.6%0.200%
5/8/2024Avantax Advisory Services Inc.39,497$3.24M0.0%+17.0%0.013%
5/8/2024US Bancorp DE384,104$31.54M0.0%-2.3%0.122%
5/8/2024Russell Investments Group Ltd.109,421$8.99M0.0%+19.4%0.035%
5/8/2024QRG Capital Management Inc.11,443$940K0.0%+46.8%0.004%
5/8/2024Headlands Technologies LLC1,547$127K0.0%-55.9%0.000%
5/7/2024Meeder Advisory Services Inc.5,376$441K0.0%+13.4%0.002%
5/7/2024NorthRock Partners LLC7,857$645K0.1%+12.6%0.002%
5/7/2024Sei Investments Co.731,751$60.09M0.1%+27.6%0.232%
5/7/2024Concurrent Investment Advisors LLC21,787$1.79M0.1%+16.4%0.007%
5/7/2024Nixon Peabody Trust Co.3,500$287K0.0%N/A0.001%
5/7/2024Susquehanna Fundamental Investments LLC283,698$23.30M1.1%N/A0.090%
5/7/2024KCM Investment Advisors LLC21,439$1.76M0.1%-9.2%0.007%
5/7/2024Swiss National Bank944,587$77.57M0.1%-4.2%0.299%
5/7/2024Forsta AP Fonden96,200$7.90M0.1%+10.4%0.030%
5/7/2024Oppenheimer Asset Management Inc.20,054$1.65M0.0%-7.3%0.006%
5/7/2024Oppenheimer & Co. Inc.21,801$1.79M0.0%+39.0%0.007%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management37,742$3.10M0.1%-1.4%0.012%
5/7/2024 Wealthspire Advisors LLC8,783$721K0.0%-3.4%0.003%
5/7/2024 SG Americas Securities LLC53,325$4.38M0.0%+287.5%0.017%
5/7/2024 Empowered Funds LLC30,792$2.53M0.0%+139.6%0.010%
5/7/2024 Sciencast Management LP23,738$1.95M1.2%+28.1%0.008%
5/6/2024 Quantbot Technologies LP22,424$1.84M0.1%+158.0%0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.56,233$4.62M0.0%+3.5%0.018%
5/6/2024 Empirical Finance LLC11,389$935K0.1%+3.5%0.004%
5/6/2024 Duality Advisers LP54,659$4.49M0.4%+69.8%0.017%
5/6/2024 Advisory Services Network LLC47,431$3.90M0.1%+26.3%0.015%
5/4/2024 Geneos Wealth Management Inc.7,183$590K0.0%+7.0%0.002%
5/4/2024 Richardson Financial Services Inc.1,537$126K0.1%+30.6%0.000%
5/3/2024 FDx Advisors Inc.12,138$997K0.2%-13.7%0.004%
5/3/2024 Mediolanum International Funds Ltd38,748$3.15M0.1%N/A0.012%
5/3/2024 Callan Capital LLC3,396$279K0.0%+11.9%0.001%
5/3/2024 Rehmann Capital Advisory Group4,423$363K0.0%-19.2%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC176,943$14.53M0.0%-1.1%0.056%
5/3/2024 Commerce Bank77,350$6.35M0.0%-1.0%0.025%
5/3/2024 GSA Capital Partners LLP12,968$1.07M0.1%-52.2%0.004%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S14,229$1.17M0.0%+93.1%0.005%
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5/3/2024 Liberty Wealth Management LLC2,653$218K0.0%N/A0.001%
5/3/2024 Central Pacific Bank Trust Division741$60K0.0%N/A0.000%
5/3/2024 Franklin Parlapiano Turner & Welch LLC95,253$7.82M2.2%N/A0.030%
5/2/2024 Mutual of America Capital Management LLC41,356$3.40M0.0%-2.0%0.013%
5/2/2024 FORA Capital LLC36,334$2.98M0.2%+512.6%0.012%
5/2/2024 FinTrust Capital Advisors LLC412$34K0.0%+52.6%0.000%
5/2/2024 Daiwa Securities Group Inc.31,302$2.57M0.0%-4.7%0.010%
5/2/2024 Haverford Trust Co4,174$343K0.0%+20.8%0.001%
5/2/2024 Nordea Investment Management AB14,400$1.18M0.0%-1.9%0.005%
5/2/2024 Vantage Financial Partners LLC9,289$763K0.2%+20.9%0.003%
5/2/2024 Fidelis Capital Partners LLC651$53K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.7,679$631K0.0%+13.3%0.002%
5/1/2024 Connecticut Wealth Management LLC2,953$242K0.0%-16.3%0.001%
5/1/2024 1834 Investment Advisors Co.70,689$5.81M0.7%+1,137.6%0.022%
5/1/2024 Janney Montgomery Scott LLC59,299$4.87M0.0%+2.7%0.019%
5/1/2024 BNP Paribas Financial Markets343,348$28.20M0.0%+1.9%0.109%
5/1/2024 Blue Trust Inc.8,969$737K0.0%+18.9%0.003%
5/1/2024 Mirae Asset Global Investments Co. Ltd.98,397$8.79M0.0%+63.2%0.031%
5/1/2024 Baillie Gifford & Co.165,514$13.59M0.0%-19.7%0.052%
5/1/2024 Prosperity Consulting Group LLC52,119$4.28M0.5%N/A0.017%
5/1/2024 Mission Wealth Management LP5,591$459K0.0%+7.4%0.002%
5/1/2024 Sequoia Financial Advisors LLC62,556$5.14M0.1%-3.6%0.020%
5/1/2024 Diversify Advisory Services LLC2,755$225K0.0%N/A0.001%
4/30/2024 Private Advisor Group LLC25,258$2.07M0.0%+54.9%0.008%
4/30/2024 Norden Group LLC5,774$474K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp106,126$8.72M0.0%+39.3%0.034%
4/30/2024 Fortis Group Advisors LLC3,805$312K0.1%-50.0%0.001%
4/30/2024 HB Wealth Management LLC2,840$233K0.0%-51.4%0.001%
4/30/2024 SpiderRock Advisors LLC14,566$1.18M0.0%N/A0.005%
4/30/2024 Thomas Story & Son LLC84,214$6.92M2.9%+269.6%0.027%
4/30/2024 Allspring Global Investments Holdings LLC166,286$13.66M0.0%-6.7%0.053%
4/29/2024Commonwealth Equity Services LLC175,327$14.40M0.0%+15.6%0.056%
4/29/2024 Greenleaf Trust8,372$688K0.0%-12.5%0.003%
4/29/2024 Principal Financial Group Inc.1,826,791$150.02M0.1%-1.3%0.579%
4/29/2024 Benjamin Edwards Inc.57,966$4.76M0.9%-0.6%0.018%
4/29/2024 Benjamin F. Edwards & Company Inc.485,876$39.90M0.7%+10.0%0.154%
4/29/2024 RWA Wealth Partners LLC3,305$271K0.0%-4.9%0.001%
4/29/2024 Phillips Wealth Planners LLC3,289$256K0.3%-30.5%0.001%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI6,530$536K0.0%+158.1%0.002%
4/26/2024 Trueblood Wealth Management LLC11,671$958K0.5%+1.3%0.004%
4/26/2024 Securian Asset Management Inc.18,527$1.52M0.0%-6.8%0.006%
4/26/2024 Advisors Management Group Inc. ADV6,447$529K0.1%-8.5%0.002%
4/26/2024 Highview Capital Management LLC DE 14,680$1.21M0.5%+79.3%0.005%
4/26/2024 Yousif Capital Management LLC50,808$4.17M0.0%-2.9%0.016%
4/26/2024 Schmidt P J Investment Management Inc.15,509$1.27M0.2%-7.4%0.005%
4/26/2024 YHB Investment Advisors Inc.388$32K0.0%N/A0.000%
4/26/2024 ZWJ Investment Counsel Inc.3,688$303K0.0%-16.9%0.001%
4/26/2024 Mitchell & Pahl Private Wealth LLC24,761$2.03M1.1%+5.1%0.008%
4/26/2024 Mesirow Financial Investment Management Inc.24,472$2.01M0.0%N/A0.008%
4/26/2024 Petredis Investment Advisors LLC44,728$3.67M0.4%+2.3%0.014%
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4/25/2024 Alta Capital Management LLC32,565$2.67M0.2%+21.0%0.010%
4/25/2024 New York State Teachers Retirement System286,657$23.54M0.0%-1.3%0.091%
4/25/2024 Bank of New York Mellon Corp2,292,130$188.23M0.0%-3.7%0.727%
4/25/2024 Strategy Asset Managers LLC3,160$260K0.1%+23.8%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 63,173$5.19M0.0%+1.6%0.020%
4/25/2024 Summit Financial LLC5,223$429K0.0%-2.3%0.002%
4/25/2024 IAG Wealth Partners LLC7,149$587K0.1%+81.4%0.002%
4/25/2024 Cambridge Investment Research Advisors Inc.95,849$7.87M0.0%+5.0%0.030%
4/24/2024 Leavell Investment Management Inc.29,630$2.43M0.1%-13.2%0.009%
4/24/2024 CENTRAL TRUST Co10,115$831K0.0%-8.4%0.003%
(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, 1,063 institutional investors and hedge funds held shares of WEC Energy Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.51B), BlackRock Inc. ($2.58B), State Street Corp ($1.62B), Wells Fargo & Company MN ($638.68M), Geode Capital Management LLC ($616.91M), Bank of America Corp DE ($594.91M), and Deutsche Bank AG ($442.70M).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 911 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: Caisse DE Depot ET Placement DU Quebec ($2.15M), State Street Corp ($2.10M), Confluence Investment Management LLC ($1.79M), Envestnet Asset Management Inc. ($1.67M), JPMorgan Chase & Co. ($1.45M), American Century Companies Inc. ($1.44M), and Vanguard Group Inc. ($1.42M).

How much institutional buying is happening at WEC Energy Group?

Institutional investors have bought a total of 53,308,267 shares in the last 24 months. This purchase volume represents approximately $4.86B in transactions.

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

Of the 624 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: Magellan Asset Management Ltd ($11.22M), BlackRock Inc. ($5.64M), JPMorgan Chase & Co. ($1.34M), Cohen & Steers Inc. ($1.18M), Renaissance Technologies LLC ($1.02M), Price T Rowe Associates Inc. MD ($910.08K), and Scout Investments Inc. ($867.65K).

How much institutional selling is happening at WEC Energy Group?

Institutional investors have sold a total of 43,169,078 shares in the last 24 months. This volume of shares sold represents approximately $4.02B in transactions.


This page (NYSE:WEC) was last updated on 5/9/2024 by MarketBeat.com Staff

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