Wec Energy Group, Inc. (WEC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

325,600,000Shares Outstanding

270,785,270Shares held by institutions

$30,755,790,967Value of institutional holdings

83.17%Institutional ownership %

-1.84%Shares Changed QoQ

1,298No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Wec Energy Group, Inc. (NYSE:WEC) is held by 1,294 institutional investors per 13F filings through December 2025.

These investors collectively held 82.6% of Wec Energy's outstanding shares in December 2025, down from 86.2% in September 2025.
They decreased total shares held in WEC by -2.06% quarter over quarter, and investors in Wec Energy increased 10.88% from a year ago.
Of these 1,294 funds, 656 grew their exposure to Wec Energy, 422 cut back, and 216 maintained positions.
The aggregate institutional position in Wec Energy amounted to 268.93Mn shares as of December 2025, down by 5.67Mn shares quarter on quarter, and down 6.36Mn shares year over year.
As of December 31, 2025, the biggest holder of Wec Energy is CONFLUENCE INVESTMENT MANAGEMENT LLC at 1.24Mn shares, representing 0.38% of shares outstanding.
The biggest buyers of Wec Energy for the quarter ending December 2025 included Somerset Trust Co (733), Hilltop National Bank (259), Hickory Point Bank & Trust (77), Investors Research Corp (11).
The largest sales of WEC for the quarter ending December 2025 came from CONFLUENCE INVESTMENT MANAGEMENT LLC (90.4K), ROWLANDMILLER & PARTNERS.ADV (816).
Wec Energy's 10 largest shareholders as of December 2025 include CONFLUENCE INVESTMENT MANAGEMENT LLC (1.24Mn), Somerset Trust Co (37.43K), ROWLANDMILLER & PARTNERS.ADV (9.73K), NEVILLE RODIE & SHAW INC (2.08K), Hilltop National Bank (259), Coastline Trust Co (249), Hickory Point Bank & Trust (77), Ares Financial Consulting, LLC (72), Aspect Partners, LLC (22), Sankala Group LLC (14) per Business Quant data.

1,298 Institutional Holders

270,785,270 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	41,099,951	819,627	2.03%	$4,334,400,833.00
BlackRock, Inc.	31 Dec, 2025	32,904,253	2,526,042	8.32%	$3,470,082,527.00
State Street Corp	31 Dec, 2025	20,702,822	457,538	2.26%	$2,183,319,608.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	9,029,720	-1,089,181	-10.76%	$952,274,271.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	8,838,003	88,557	1.01%	$928,653,154.00
Wells Fargo & Company/Mn	31 Dec, 2025	8,287,021	51,070	0.62%	$873,949,226.00
Bank Of America Corp /De/	31 Dec, 2025	7,431,413	-7,113,373	-48.91%	$783,716,855.00
DEUTSCHE BANK AG\	31 Dec, 2025	6,125,438	159,867	2.68%	$645,988,691.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	5,336,861	52,467	0.99%	$562,826,360.00
Ameriprise Financial Inc	31 Dec, 2025	4,680,600	-105,814	-2.21%	$493,235,964.00
Invesco Ltd.	31 Dec, 2025	4,523,069	91,788	2.07%	$477,002,871.00
Jpmorgan Chase & Co	31 Dec, 2025	4,371,764	-5,543,760	-55.91%	$461,046,407.00
Morgan Stanley	31 Dec, 2025	4,066,576	-36,988	-0.90%	$428,861,334.00
Northern Trust Corp	31 Dec, 2025	3,641,145	48,903	1.36%	$383,995,151.00
Nuveen, LLC	31 Dec, 2025	3,489,665	-423,060	-10.81%	$368,020,059.00
Franklin Resources Inc	31 Dec, 2025	3,357,608	2,136,542	174.97%	$354,093,340.00
Clearbridge Investments, LLC	31 Dec, 2025	3,236,154	-1,286,818	-28.45%	$341,284,779.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	2,970,392	-76,199	-2.50%	$313,247,050.00
Legal & General Group Plc	31 Dec, 2025	2,679,059	-18,189	-0.67%	$282,533,563.00
Goldman Sachs Group Inc	31 Dec, 2025	2,419,240	595,550	32.66%	$255,133,142.00

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