WEC Energy Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 40.28 M | $4.62 B | 0.84% | 12.62% |
| BLACKROCK, INC. | 11/12/2025 | 30.38 M | $3.48 B | 1.82% | 9.51% |
| STATE STREET CORP | 11/14/2025 | 20.25 M | $2.32 B | -1.17% | 6.34% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 10.12 M | $1.16 B | -4.29% | 3.17% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 8.75 M | $998.74 M | 1.80% | 2.74% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 8.24 M | $943.76 M | 2.15% | 2.58% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 7.27 M | $833.34 M | 0.30% | 2.28% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 5.97 M | $683.59 M | 6.86% | 1.87% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 5.28 M | $605.42 M | 1.21% | 1.66% |
| JPMORGAN CHASE & CO | 11/26/2025 | 4.96 M | $568.11 M | -6.41% | 1.55% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 4.79 M | $550.17 M | 7.71% | 1.50% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 4.52 M | $518.29 M | 177.75% | 1.42% |
| INVESCO LTD. | 11/13/2025 | 4.43 M | $507.78 M | 38.72% | 1.39% |
| MORGAN STANLEY | 11/14/2025 | 4.10 M | $470.23 M | -3.58% | 1.29% |
| NUVEEN, LLC | 11/12/2025 | 3.91 M | $448.36 M | 6.48% | 1.23% |
| NORTHERN TRUST CORP | 11/14/2025 | 3.59 M | $411.64 M | -3.61% | 1.13% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 3.05 M | $349.11 M | 12.45% | 0.95% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 2.70 M | $309.08 M | 3.35% | 0.84% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 2.59 M | $296.78 M | 9.60% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.10 M | $240.71 M | -1.02% | 0.66% |
| FEDERATED HERMES, INC. | 11/03/2025 | 2.03 M | $233.03 M | 0.16% | 0.64% |
| EARNEST PARTNERS LLC | 11/14/2025 | 1.83 M | $209.49 M | -7.82% | 0.57% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.82 M | $208.98 M | 24.02% | 0.57% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.81 M | $207.50 M | -0.94% | 0.57% |
| MAIRS & POWER INC | 11/14/2025 | 1.79 M | $205.56 M | 20.19% | 0.56% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.76 M | $201.66 M | -2.43% | 0.55% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.69 M | $193.64 M | -15.41% | 0.53% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.40 M | $160.61 M | -18.13% | 0.44% |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 11/14/2025 | 1.40 M | $1.72 M | 100.00% | 0.44% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 1.39 M | $159.36 M | -2.00% | 0.44% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 1.37 M | $157.18 M | -2.43% | 0.43% |
| UBS GROUP AG | 11/13/2025 | 1.34 M | $153.81 M | -36.11% | 0.42% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2025 | 1.33 M | $152.02 M | 4.71% | 0.42% |
| MAGELLAN ASSET MANAGEMENT LTD | 11/10/2025 | 1.30 M | $149.06 M | -1.24% | 0.41% |
| FMR LLC | 11/13/2025 | 1.30 M | $148.97 M | 0.32% | 0.41% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/13/2025 | 1.24 M | $141.98 M | 17.08% | 0.39% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 1.22 M | $139.92 M | -5.26% | 0.38% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.22 M | $139.45 M | 2.55% | 0.38% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 1.17 M | $134.30 M | -3.22% | 0.37% |
| CRAWFORD INVESTMENT COUNSEL INC | 11/14/2025 | 1.10 M | $126.15 M | 0.63% | 0.34% |
| SOROBAN CAPITAL PARTNERS LP | 11/14/2025 | 1.10 M | $125.81 M | 234.26% | 0.34% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/13/2025 | 1.03 M | $117.89 M | -8.08% | 0.32% |
| CINCINNATI INSURANCE CO | 11/06/2025 | 978.30 K | $112.10 M | 0.00% | 0.31% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 960.63 K | $110.08 M | -19.65% | 0.30% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 948.36 K | $108.67 M | 22.42% | 0.30% |
| LPL FINANCIAL LLC | 11/12/2025 | 934.08 K | $107.04 M | 5.71% | 0.29% |
| BESSEMER GROUP INC | 11/05/2025 | 920.94 K | $105.53 M | -0.23% | 0.29% |
| SWISS NATIONAL BANK | 11/13/2025 | 919.89 K | $105.41 M | -4.76% | 0.29% |
| COHEN & STEERS, INC. | 11/14/2025 | 903.26 K | $103.50 M | -22.38% | 0.28% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2025 | 891.00 K | $102.10 M | -9.78% | 0.28% |
WEC Energy Group, Inc. institutional Ownership - FAQ's
During the previous two years, 1757 institutional investors and hedge funds held shares of WEC Energy Group, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 40.28 M
BlackRock, Inc.: 30.38 M
STATE STREET CORP: 20.25 M
WELLINGTON MANAGEMENT GROUP LLP: 10.12 M
GEODE CAPITAL MANAGEMENT, LLC: 8.75 M
WELLS FARGO & COMPANY/MN: 8.24 M
84.41% of WEC Energy Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 361.21 M shares in the last 24 months. This purchase volume represents approximately $40.92 B in transactions.