Wec Energy WEC Institutional Ownership

NYSE WEC

$100.02 -0.77 (-0.77%)

As of: Oct 1, 2026 · 9:58 AM EDT

Institutions by Trading Activity

1,399 Institutions

Increased 703 50.3%

Unchanged 292 20.9%

Reduced 404 28.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

86.95%

▲+2.52 pp QoQ

Shares Held by Institutions

283.27Mn

of 325.80Mn outstanding

▲+4.19% QoQ

Shares Outstanding

325.80Mn

42.53Mn held outside 13F filers

Institutional Investors

1,399

filed 13F for Jun 2026

▲+34 vs prior quarter

Net Shares Added (QoQ)

+11.38Mn

accumulated since last quarter

Value of Holdings

$28.55Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Wec Energy Group, Inc. (NYSE:WEC) is held by 1,399 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 86.9% of outstanding shares in June 2026, up from 84.4% in March 2026.
They increased total shares held in WEC by 4.19% quarter over quarter, and investors in Wec Energy increased 12.19% from a year ago.
Activity in WEC broke down as 703 buyers, 404 sellers, and 292 unchanged among 1,399 total holders.
Combined, these investors held 283.27Mn shares in WEC for June 2026, up by 11.38Mn shares quarter on quarter, and up 26.86Mn shares year over year.
BlackRock, Inc. is the top holder of Wec Energy as of June 30, 2026, with 33.32Mn shares representing 10.23% of outstanding stock.
The most significant purchases of WEC for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (5.39Mn), Barclays Plc (1.77Mn), CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC (1.0Mn), AMERICAN CENTURY COMPANIES INC (715.07K), Federated Hermes, Inc. (701.58K).
The largest sellers of Wec Energy for the quarter ending June 2026 were WELLINGTON MANAGEMENT GROUP LLP (1.25Mn), Nuveen, LLC (716.0K), Morgan Stanley (451.08K), Jpmorgan Chase & Co (365.32K), BALYASNY ASSET MANAGEMENT L.P. (307.9K).
Wec Energy's 10 largest shareholders as of June 2026 include BlackRock, Inc. (33.32Mn), VANGUARD CAPITAL MANAGEMENT LLC (21.26Mn), State Street Corp (21.09Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (16.88Mn), GEODE CAPITAL MANAGEMENT, LLC (9.24Mn), Bank Of America Corp /De/ (8.61Mn), Wells Fargo & Company/Mn (8.57Mn), DEUTSCHE BANK AG\ (6.05Mn), Ameriprise Financial Inc (5.82Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (5.39Mn) per Business Quant data.

Form 13F Holdings

1,396 Institutional Holders

Report period 30 Jun, 2026

Total shares held 283.27Mn

Of outstanding 86.95%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	33,321,277	10.23%	▲271,339	+0.82%	$3.89Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	21,255,153	6.52%	▲107,947	+0.51%	$2.48Bn
3	State Street Corp	0000093751	21,094,044	6.47%	▼148,775	-0.70%	$2.46Bn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	16,877,935	5.18%	▲106,327	+0.63%	$1.97Bn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	9,240,374	2.84%	▲133,722	+1.47%	$1.08Bn
6	Bank Of America Corp /De/	0000070858	8,605,748	2.64%	▲635,698	+7.98%	$1.00Bn
7	Wells Fargo & Company/Mn	0000072971	8,572,855	2.63%	▲12,641	+0.15%	$1.00Bn
8	DEUTSCHE BANK AG\	0000948046	6,053,574	1.86%	▲122,034	+2.06%	$706.88Mn
9	Ameriprise Financial Inc	0000820027	5,822,834	1.79%	▲155,051	+2.74%	$680.83Mn
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	5,385,908	1.65%	▼55,674	-1.02%	$629.66Mn
10	Sixth Street Partners Management Company, L.P.	0001812095	5,385,908	1.65%	▲5,385,908	0.00%	$629.66Mn
11	Jpmorgan Chase & Co	0000019617	5,161,378	1.58%	▼365,315	-6.61%	$611.31Mn
12	Franklin Templeton Inc	0000038777	4,670,940	1.43%	▲236,929	+5.34%	$545.43Mn
13	Invesco Ltd.	0000914208	4,618,948	1.42%	▼2,109	-0.05%	$539.35Mn
14	Morgan Stanley	0000895421	4,291,770	1.32%	▼451,083	-9.51%	$501.15Mn
15	Federated Hermes, Inc.	0001056288	4,125,344	1.27%	▲701,581	+20.49%	$481.72Mn
16	ENVESTNET ASSET MANAGEMENT INC	0001407543	3,734,979	1.15%	▲111,057	+3.06%	$436.13Mn
17	WELLINGTON MANAGEMENT GROUP LLP	0000902219	3,572,456	1.10%	▼1,249,928	-25.92%	$417.16Mn
18	Northern Trust Corp	0000073124	3,490,269	1.07%	▲107,321	+3.17%	$407.56Mn
19	Barclays Plc	0000312069	3,217,999	0.99%	▲1,766,992	+121.78%	$375.77Mn

Showing 1 to 20 of 1,396 holders