WEC ENERGY GROUP INC (WEC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,334
Reporting holders
$32.9B
Reported value
86.4%
Of shares outstanding
0.1%
Held as options
+33
Holder change
Institutions report 281,379,169 shares against 325,849,383 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.9B | 33,321,277 | 0.06% | 8q | +0.8%+$31.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5B | 21,255,153 | 0.05% | 2q | +0.5%+$12.6M |
| STATE STREET CORP | $2.5B | 21,094,044 | 0.07% | 31q | -0.7%-$17.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 16,877,935 | 0.09% | 2q | +0.6%+$12.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 9,240,374 | 0.06% | 31q | +1.5%+$15.6M |
| BANK OF AMERICA CORP /DE/ | $1.0B | 8,605,748 | 0.06% | 31q | +8.0%+$74.2M |
| WELLS FARGO & COMPANY/MN | $1.0B | 8,572,855 | 0.16% | 31q | -49.9%-$998.1M |
| DEUTSCHE BANK AG\ | $706.9M | 6,053,574 | 0.21% | 34q | +2.1%+$14.2M |
| AMERIPRISE FINANCIAL INC | $680.8M | 5,822,834 | 0.14% | 31q | -48.6%-$644.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $629.7M | 5,385,908 | 0.08% | 31q | -1.0%-$6.5M |
| Sixth Street Partners Management Company, L.P. | $629.7M | 5,385,908 | 0.08% | new | NEW |
| JPMORGAN CHASE & CO | $611.3M | 5,161,378 | 0.03% | 31q | -6.6%-$43.3M |
| FRANKLIN RESOURCES INC | $545.4M | 4,670,940 | 0.12% | 31q | +5.3%+$27.7M |
| Invesco Ltd. | $539.4M | 4,618,948 | 0.04% | 31q | HELD |
| MORGAN STANLEY | $501.2M | 4,291,770 | 0.03% | 35q | -9.5%-$52.7M |
| FEDERATED HERMES, INC. | $481.7M | 4,125,344 | 0.69% | 31q | +20.5%+$81.9M |
| ENVESTNET ASSET MANAGEMENT INC | $436.1M | 3,734,979 | 0.10% | 31q | +3.1%+$13.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $417.2M | 3,572,456 | 0.07% | 11q | -25.9%-$146.0M |
| NORTHERN TRUST CORP | $407.6M | 3,490,269 | 0.05% | 31q | +3.2%+$12.5M |
| BARCLAYS PLC | $375.8M | 3,217,999 | 0.07% | 31q | +121.8%+$206.3M |
| Nuveen, LLC | $335.7M | 2,875,006 | 0.08% | 6q | -19.9%-$83.6M |
| RAYMOND JAMES FINANCIAL INC | $301.9M | 2,585,441 | 0.08% | 7q | +4.3%+$12.4M |
| Legal & General Group Plc | $299.1M | 2,561,444 | 0.06% | 31q | -2.5%-$7.7M |
| PNC Financial Services Group, Inc. | $296.5M | 2,539,022 | 0.15% | 31q | -1.2%-$3.7M |
| Clearbridge Investments, LLC | $248.9M | 2,131,128 | 0.21% | 31q | -1.7%-$4.4M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $228.9M | 1,959,868 | 1.08% | 31q | HELD |
| Bank of New York Mellon Corp | $228.8M | 1,959,186 | 0.04% | 31q | -2.7%-$6.4M |
| VANGUARD FIDUCIARY TRUST CO | $213.5M | 1,828,170 | 0.05% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $211.7M | 1,812,599 | 0.02% | 31q | -5.5%-$12.3M |
| MAIRS & POWER INC | $208.8M | 1,787,905 | 1.92% | 31q | -6.4%-$14.3M |
| Qube Research & Technologies Ltd | $206.9M | 1,771,741 | 0.19% | 11q | -2.2%-$4.6M |
| EARNEST PARTNERS LLC | $198.7M | 1,701,405 | 0.72% | 31q | -1.8%-$3.7M |
| ROYAL BANK OF CANADA | $194.9M | 1,668,840 | 0.03% | 31q | -1.8%-$3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $192.0M | 1,644,319 | 0.03% | 31q | +5.0%+$9.1M |
| CITIGROUP INC | $182.6M | 1,563,755 | 0.06% | 31q | +32.0%+$44.3M |
| UBS Group AG | $173.5M | 1,485,416 | 0.02% | 31q | -2.2%-$3.8M |
| LPL Financial LLC | $156.6M | 1,340,850 | 0.04% | 31q | +11.9%+$16.6M |
| DIMENSIONAL FUND ADVISORS LP | $154.1M | 1,319,446 | 0.03% | 31q | +2.6%+$3.9M |
| Bahl & Gaynor LLC | $151.4M | 1,296,735 | 0.70% | 31q | +25.7%+$31.0M |
| STIFEL FINANCIAL CORP | $145.3M | 1,244,577 | 0.12% | 31q | +0.8%+$1.2M |
| Magellan Asset Management Ltd | $144.6M | 1,238,180 | 3.23% | 31q | -1.8%-$2.7M |
| FMR LLC | $142.5M | 1,219,960 | 0.01% | 31q | -7.2%-$11.0M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $139.1M | 1,191,332 | 2.17% | 14q | -3.7%-$5.3M |
| PRINCIPAL FINANCIAL GROUP INC | $131.1M | 1,122,849 | 0.06% | 31q | -6.0%-$8.4M |
| Caisse de depot et placement du Quebec | $128.3M | 1,098,659 | 0.18% | 15q | +60.8%+$48.5M |
| Soroban Capital Partners LP | $122.7M | 1,051,141 | 0.26% | 11q | -12.3%-$17.2M |
| CRAWFORD INVESTMENT COUNSEL INC | $122.7M | 1,050,739 | 2.04% | 31q | -3.8%-$4.8M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $117.2M | 1,003,363 | 1.63% | 20q | -27.1%-$43.5M |
| AMERICAN CENTURY COMPANIES INC | $116.9M | 1,001,490 | 0.05% | 31q | +249.7%+$83.5M |
| FIRST TRUST ADVISORS LP | $115.1M | 985,524 | 0.07% | 31q | +69.7%+$47.2M |
| CINCINNATI INSURANCE CO | $114.2M | 978,300 | 1.65% | 31q | HELD |
| Swiss National Bank | $107.3M | 918,687 | 0.06% | 31q | -3.8%-$4.2M |
| Squarepoint Ops LLC | $99.1M | 848,697 | 0.11% | 16q | -2.4%-$2.5M |
| Rathbones Group PLC | $97.6M | 835,830 | 0.36% | 31q | +0.9%+$894.0K |
| Energy Income Partners, LLC | $97.6M | 835,526 | 1.53% | 31q | +9.1%+$8.2M |
| REAVES W H & CO INC | $96.0M | 822,305 | 1.46% | 4q | +46.1%+$30.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $95.4M | 816,948 | 0.05% | 31q | +11.5%+$9.8M |
| Sumitomo Mitsui Trust Group, Inc. | $89.9M | 769,993 | 0.05% | 31q | -1.3%-$1.2M |
| SEI INVESTMENTS CO | $85.4M | 731,639 | 0.08% | 31q | -0.7%-$623.4K |
| Vanguard Global Advisers, LLC | $82.0M | 702,368 | 0.04% | 2q | -1.2%-$966.4K |
| BNP PARIBAS FINANCIAL MARKETS | $80.6M | 690,049 | 0.03% | 31q | -13.5%-$12.6M |
| Jupiter Topco LLC | $80.0M | 685,202 | 0.03% | new | FIRST |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $79.7M | 682,599 | 0.70% | 6q | +0.5%+$425.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $79.6M | 681,958 | 0.05% | 2q | +11.6%+$8.3M |
| HSBC HOLDINGS PLC | $72.3M | 617,881 | 0.03% | 31q | +16.9%+$10.4M |
| RHUMBLINE ADVISERS | $70.9M | 607,235 | 0.05% | 31q | +1.5%+$1.1M |
| DEARBORN PARTNERS LLC | $69.6M | 599,161 | 1.93% | 31q | +90.5%+$33.1M |
| GABELLI FUNDS LLC | $68.2M | 584,270 | 0.44% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $67.8M | 580,502 | 0.02% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $67.5M | 578,191 | 0.02% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $65.7M | 562,657 | 0.02% | 4q | -0.9%-$626.5K |
| Baird Financial Group, Inc. | $65.6M | 561,785 | 0.09% | 31q | +1.4%+$917.3K |
| California Public Employees Retirement System | $64.7M | 554,114 | 0.04% | 31q | -18.3%-$14.5M |
| CITADEL ADVISORS LLC | $64.5M | 474,543 | 0.01% | 31q | +10.0%+$5.8M |
| SOROS FUND MANAGEMENT LLC | $61.7M | 528,369 | 0.76% | 3q | +3.0%+$1.8M |
| W1M Asset Management Ltd | $61.5M | 527,164 | 0.56% | 17q | +2.6%+$1.6M |
| BENJAMIN EDWARDS INC | $60.5M | 517,902 | 0.55% | 30q | -11.4%-$7.8M |
| WESTWOOD HOLDINGS GROUP INC | $59.8M | 512,469 | 0.45% | 31q | -30.7%-$26.5M |
| Pictet Asset Management Holding SA | $55.7M | 476,669 | 0.05% | 12q | HELD |
| Amundi | $52.3M | 448,027 | 0.01% | 21q | +3.7%+$1.9M |
| DONALDSON CAPITAL MANAGEMENT, LLC | $52.3M | 447,934 | 1.49% | 7q | +1.3%+$686.7K |
| VICTORY CAPITAL MANAGEMENT INC | $50.9M | 435,542 | 0.03% | 31q | +1.4%+$687.0K |
| National Pension Service | $50.0M | 427,797 | 0.03% | 31q | +0.7%+$323.5K |
| Retirement Systems of Alabama | $49.1M | 420,190 | 0.15% | 31q | HELD |
| Corient Private Wealth LP | $47.8M | 409,089 | 0.03% | 15q | +262.4%+$34.6M |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $43.8M | 375,155 | 3.25% | 6q | HELD |
| NEUBERGER BERMAN GROUP LLC | $42.2M | 361,221 | 0.03% | 31q | -8.9%-$4.1M |
| Quantinno Capital Management LP | $41.9M | 358,426 | 0.05% | 16q | +40.6%+$12.1M |
| ALLIANCEBERNSTEIN L.P. | $39.8M | 343,406 | 0.01% | 31q | +1.2%+$485.8K |
| MILLENNIUM MANAGEMENT LLC | $38.7M | 314,516 | 0.01% | 27q | +132.9%+$22.1M |
| MML INVESTORS SERVICES, LLC | $38.4M | 328,738 | 0.08% | 31q | +25.4%+$7.8M |
| Vanguard Investments Australia, Ltd. | $38.0M | 325,128 | 0.09% | 2q | +2.7%+$996.2K |
| US BANCORP \DE\ | $37.4M | 320,628 | 0.04% | 31q | -1.4%-$524.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $36.6M | 313,397 | 0.16% | 5q | -13.6%-$5.8M |
| 1832 Asset Management L.P. | $36.5M | 312,450 | 0.02% | 7q | +5.7%+$2.0M |
| NS Partners Ltd | $35.8M | 306,688 | 1.54% | 3q | -4.0%-$1.5M |
| Gotham Asset Management, LLC | $35.3M | 301,882 | 0.08% | 20q | +31.3%+$8.4M |
| JONES FINANCIAL COMPANIES LLLP | $35.0M | 294,454 | 0.01% | 23q | +11.4%+$3.6M |
| Talaria Asset Management Pty Ltd | $34.0M | 291,300 | 7.28% | 3q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $33.5M | 286,582 | 0.02% | 31q | -36.4%-$19.2M |
Showing the largest 100 of 1,406 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,334 | $32.9B | 281,379,169 | 107 | 515 | 351 | 0.1% |
| Q1 2026 | 1,301 | $33.4B | 287,453,717 | 127 | 472 | 361 | 0.3% |
| Q4 2025 | 1,268 | $28.1B | 265,340,738 | 98 | 441 | 365 | 0.5% |
| Q3 2025 | 1,213 | $30.9B | 267,116,371 | 117 | 470 | 302 | 1.1% |
| Q2 2025 | 1,175 | $27.1B | 258,213,202 | 88 | 453 | 324 | 0.7% |
| Q1 2025 | 1,182 | $27.7B | 252,452,029 | 135 | 405 | 332 | 0.8% |
| Q4 2024 | 1,113 | $24.1B | 255,200,622 | 81 | 385 | 287 | 0.4% |
| Q3 2024 | 1,043 | $24.3B | 251,049,004 | 134 | 359 | 295 | 0.8% |
| Q2 2024 | 979 | $19.1B | 242,602,393 | 97 | 340 | 289 | 0.5% |
| Q1 2024 | 936 | $20.3B | 246,896,222 | 69 | 307 | 312 | 0.3% |
| Q4 2023 | 939 | $20.5B | 242,206,279 | 88 | 265 | 311 | 0.5% |
| Q3 2023 | 869 | $18.3B | 226,256,216 | 61 | 273 | 281 | 0.2% |
| Q2 2023 | 893 | $20.2B | 227,918,030 | 59 | 259 | 285 | 0.2% |
| Q1 2023 | 871 | $21.0B | 221,299,098 | 70 | 273 | 250 | 0.2% |
| Q4 2022 | 834 | $18.8B | 200,843,417 | 73 | 237 | 247 | 0.2% |
| Q3 2022 | 1,008 | $21.1B | 235,020,391 | 64 | 339 | 271 | 0.2% |
| Q2 2022 | 1,039 | $23.7B | 234,991,999 | 97 | 332 | 254 | 0.1% |
| Q1 2022 | 1,014 | $22.9B | 229,045,734 | 76 | 319 | 307 | 0.2% |
| Q4 2021 | 997 | $22.6B | 232,485,859 | 100 | 293 | 277 | 0.2% |
| Q3 2021 | 923 | $20.3B | 230,312,854 | 50 | 276 | 293 | 0.2% |
| Q2 2021 | 947 | $20.5B | 229,891,295 | 79 | 270 | 294 | 0.2% |
| Q1 2021 | 930 | $21.9B | 233,690,543 | 67 | 260 | 343 | 0.2% |
| Q4 2020 | 957 | $21.1B | 229,194,770 | 76 | 270 | 292 | 0.2% |
| Q3 2020 | 907 | $22.5B | 232,222,693 | 71 | 254 | 302 | 0.3% |
| Q2 2020 | 899 | $20.3B | 231,252,871 | 66 | 244 | 338 | 0.3% |
| Q1 2020 | 934 | $20.8B | 235,755,276 | 96 | 260 | 342 | 0.2% |
| Q4 2019 | 915 | $22.9B | 248,221,900 | 62 | 263 | 275 | 0.2% |
| Q3 2019 | 890 | $23.5B | 246,239,773 | 93 | 261 | 291 | 0.4% |
| Q2 2019 | 848 | $20.5B | 244,663,243 | 56 | 263 | 252 | 0.3% |
| Q1 2019 | 860 | $18.9B | 237,995,107 | 73 | 249 | 296 | 0.4% |
| Q4 2018 | 842 | $16.9B | 243,205,376 | 11 | 13 | 12 | 0.1% |