WEC Energy Group Ownership 2024 | Who Owns WEC Energy Group Now?
Institutional Ownership
77.14%
Insider Ownership
0.14%
Retail Ownership
22.72%
Institutional Holders
1.05K
WEC Energy Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.59% | 0.06% | 39,728,750 | 54,623 | 0.14% | 3,117,117,725 | Jun 30, 2024 |
| BLACKROCK INC. | 9.25% | 0.05% | 29,193,833 | 294,583 | 1.02% | 2,290,548,140 | Jun 30, 2024 |
| STATE STREET CORP | 6.84% | 0.07% | 21,573,595 | -757,350 | -3.39% | 1,692,664,264,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.49% | 0.05% | 7,847,271 | 217,191 | 2.85% | 614,138,371 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 2.47% | 0.15% | 7,804,098 | -262,287 | -3.25% | 612,309,480 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.21% | 0.05% | 6,979,279 | 420,639 | 6.41% | 547,594,260 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.74% | 0.19% | 5,494,756 | -112,127 | -2.00% | 431,118,556 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.34% | 0.09% | 4,241,244 | 61,211 | 1.46% | 332,490,879 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.30% | 0.03% | 4,107,183 | -647,341 | -13.62% | 322,249,633 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.19% | 0.05% | 3,762,794 | -18,788 | -0.50% | 295,228,817,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.15% | 0.02% | 3,625,868 | 69,186 | 1.95% | 284,485,752 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.11% | 0.08% | 3,497,049 | -157,463 | -4.31% | 274,802,420 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.05% | 0.06% | 3,317,183 | -291,341 | -8.07% | 260,265,977 | Jun 30, 2024 |
| INVESCO LTD. | 0.94% | 0.05% | 2,960,892 | -2,924,081 | -49.69% | 232,311,574 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.81% | 0.12% | 2,566,001 | 688,812 | 36.69% | 201,328,489 | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.76% | 0.13% | 2,408,981 | -35,215 | -1.44% | 189,008,662 | Jun 30, 2024 |
| MAGELLAN ASSET MANAGEMENT LTD | 0.75% | 1.78% | 2,377,607 | -1,405,204 | -37.15% | 186,547,045 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.72% | 0.20% | 2,260,621 | -228,802 | -9.19% | 177,368,324 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.71% | 0.03% | 2,240,178 | -51,952 | -2.27% | 175,764,332 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.63% | 0.25% | 1,999,547 | 801,962 | 66.96% | 156,884,457 | Jun 30, 2024 |
WEC Energy Group's largest institutional shareholder is VANGUARD GROUP INC, holding 12.59% of the company's total share outstanding, currently valued at $3.12B. The top 10 institutional shareholders own together 41.42% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TEILINGER CAPITAL LTD. | 0.04% | 4.27% | 125,000 | 125,000 | 100.00% | 9,807,500 | Jun 30, 2024 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 0.04% | 2.90% | 110,806 | 54,373 | 96.35% | 8,693,807 | Jun 30, 2024 |
| THOMAS STORY & SON LLC | 0.03% | 2.87% | 84,614 | 400 | 0.47% | 6,639,000 | Jun 30, 2024 |
| ROVIDA ADVISORS INC. | 0.03% | 2.83% | 101,000 | 101,000 | 100.00% | 7,924,460 | Jun 30, 2024 |
| OPUS INVESTMENT MANAGEMENT INC | 0.02% | 2.53% | 50,000 | - | - | 3,923,000 | Jun 30, 2024 |
| LONDON & CAPITAL ASSET MANAGEMENT LTD | 0.12% | 2.42% | 364,834 | -66,048 | -15.33% | 28,624,876 | Jun 30, 2024 |
| BECK BODE, LLC | 0.05% | 2.34% | 148,271 | 148,271 | 100.00% | 11,633,313 | Jun 30, 2024 |
| KEYSTONE FINANCIAL PLANNING, INC. | 0.03% | 2.27% | 87,338 | 683 | 0.79% | 6,852,539 | Jun 30, 2024 |
| CINCINNATI SPECIALTY UNDERWRITERS INSURANCE CO | 0.03% | 2.24% | 95,000 | - | - | 7,453,700 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.48% | 2.19% | 1,525,231 | 491,668 | 47.57% | 119,669,624 | Jun 30, 2024 |
| SECOND HALF FINANCIAL PARTNERS, LLC | 0.01% | 2.08% | 33,196 | -776 | -2.28% | 2,604,558 | Jun 30, 2024 |
| FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC | 0.03% | 2.08% | 95,694 | 441 | 0.46% | 7,508,185 | Jun 30, 2024 |
| AQUILA INVESTMENT MANAGEMENT LLC | 0.01% | 2.06% | 28,000 | - | - | 2,196,880 | Jun 30, 2024 |
| SOUTH STREET ADVISORS LLC | 0.05% | 2.05% | 172,394 | 3,322 | 1.96% | 13,526,033 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.56% | 2.05% | 1,778,094 | 1,584,316 | 817.59% | 139,509,255 | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | 0.01% | 1.99% | 43,046 | - | - | 3,377,389 | Jun 30, 2024 |
| CAMPBELL CAPITAL MANAGEMENT INC | 0.02% | 1.99% | 59,000 | 59,000 | 100.00% | 4,629,140 | Jun 30, 2024 |
| HFR WEALTH MANAGEMENT, LLC | 0.03% | 1.96% | 98,113 | 1,342 | 1.39% | 7,697,946 | Jun 30, 2024 |
| MAGELLAN ASSET MANAGEMENT LTD | 0.75% | 1.78% | 2,377,607 | -1,405,204 | -37.15% | 186,547,045 | Jun 30, 2024 |
| HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.03% | 1.77% | 107,190 | -2,180 | -1.99% | 8,410,000 | Jun 30, 2024 |
The largest WEC Energy Group shareholder by % of total assets is TEILINGER CAPITAL LTD.. The company owns 125.00K shares of WEC Energy Group (WEC), representing 4.27% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SOROBAN CAPITAL PARTNERS LP | 0.56% | 2.05% | 1,778,094 | 1,584,316 | 817.59% | 139,509,255 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.38% | 1.73% | 1,197,806 | 1,197,806 | 100.00% | 93,979,859 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 0.38% | 0.23% | 1,204,921 | 859,476 | 248.80% | 94,538,099 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.27% | 0.12% | 851,821 | 851,821 | 100.00% | 66,833,876 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.63% | 0.25% | 1,999,547 | 801,962 | 66.96% | 156,884,457 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.81% | 0.12% | 2,566,001 | 688,812 | 36.69% | 201,328,489 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.48% | 2.19% | 1,525,231 | 491,668 | 47.57% | 119,669,624 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.25% | 0.05% | 793,901 | 450,553 | 131.22% | 62,289,472 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 2.21% | 0.05% | 6,979,279 | 420,639 | 6.41% | 547,594,260 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.10% | 0.89% | 330,000 | 330,000 | 100.00% | 25,891,800 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.50% | 0.04% | 1,584,547 | 295,505 | 22.92% | 124,323,558 | Jun 30, 2024 |
| BLACKROCK INC. | 9.25% | 0.05% | 29,193,833 | 294,583 | 1.02% | 2,290,548,140 | Jun 30, 2024 |
| MORNINGSTAR INVESTMENT SERVICES LLC | 0.09% | 0.25% | 290,474 | 290,474 | 100.00% | 22,788,000 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.09% | 0.18% | 282,381 | 282,381 | 100.00% | 22,155,613 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.37% | 0.09% | 1,168,199 | 251,744 | 27.47% | 91,656,895 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.14% | 0.92% | 438,781 | 241,214 | 122.09% | 34,426,757 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.07% | 0.04% | 232,018 | 224,410 | 2949.66% | 18,204,132 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.49% | 0.05% | 7,847,271 | 217,191 | 2.85% | 614,138,371 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.07% | 0.09% | 213,549 | 213,549 | 100.00% | 16,755,055 | Jun 30, 2024 |
| EARNEST PARTNERS LLC | 0.62% | 0.72% | 1,954,778 | 206,637 | 11.82% | 153,371,882 | Jun 30, 2024 |
As of Jun 30 2024, WEC Energy Group's largest institutional buyer is SOROBAN CAPITAL PARTNERS LP. The company purchased 1.58M stocks of WEC, valued at $139.51M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| INVESCO LTD. | 0.94% | 0.05% | 2,960,892 | -2,924,081 | -49.69% | 232,311,574 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.05% | 0.01% | 158,889 | -2,170,778 | -93.18% | 12,467,000 | Jun 30, 2024 |
| MAGELLAN ASSET MANAGEMENT LTD | 0.75% | 1.78% | 2,377,607 | -1,405,204 | -37.15% | 186,547,045 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | 0.02% | 424,770 | -970,073 | -69.55% | 33,327,454 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 25,956 | -776,238 | -96.76% | 2,036,508 | Jun 30, 2024 |
| STATE STREET CORP | 6.84% | 0.07% | 21,573,595 | -757,350 | -3.39% | 1,692,664,264,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.30% | 0.03% | 4,107,183 | -647,341 | -13.62% | 322,249,633 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.16% | 0.00% | 490,999 | -496,792 | -50.29% | 38,525,000 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.49% | 0.09% | 1,537,839 | -352,866 | -18.66% | 120,658,848 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.08% | 0.05% | 258,300 | -315,289 | -54.97% | 20,266,218 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.05% | 0.06% | 3,317,183 | -291,341 | -8.07% | 260,265,977 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.35% | 0.01% | 1,097,071 | -267,605 | -19.61% | 86,076,163 | Jun 30, 2024 |
| ENERGY INCOME PARTNERS, LLC | 0.24% | 1.32% | 756,782 | -265,258 | -25.95% | 59,377,116 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 2.47% | 0.15% | 7,804,098 | -262,287 | -3.25% | 612,309,480 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.06% | 0.01% | 196,771 | -230,827 | -53.98% | 15,438,653 | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 0.16% | 0.06% | 495,731 | -230,060 | -31.70% | 36,291,163 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 0.72% | 0.20% | 2,260,621 | -228,802 | -9.19% | 177,368,324 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.11% | 0.08% | 3,497,049 | -157,463 | -4.31% | 274,802,420 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.74% | 0.19% | 5,494,756 | -112,127 | -2.00% | 431,118,556 | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 0.10% | 0.05% | 316,129 | -107,589 | -25.39% | 24,803,481 | Jun 30, 2024 |
As of Jun 30 2024, WEC Energy Group's biggest institutional seller is INVESCO LTD.. The company sold -2.92M shares of WEC, valued at $232.31M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ZIMMER PARTNERS, LP | 0.38% | 1.73% | 1,197,806 | 1,197,806 | 100.00% | 93,979,859 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.10% | 0.89% | 330,000 | 330,000 | 100.00% | 25,891,800 | Jun 30, 2024 |
| MORNINGSTAR INVESTMENT SERVICES LLC | 0.09% | 0.25% | 290,474 | 290,474 | 100.00% | 22,788,000 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.09% | 0.18% | 282,381 | 282,381 | 100.00% | 22,155,613 | Jun 30, 2024 |
| BECK BODE, LLC | 0.05% | 2.34% | 148,271 | 148,271 | 100.00% | 11,633,313 | Jun 30, 2024 |
| TEILINGER CAPITAL LTD. | 0.04% | 4.27% | 125,000 | 125,000 | 100.00% | 9,807,500 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.04% | 0.03% | 122,171 | 122,171 | 100.00% | 49,988,000 | Jun 30, 2024 |
| ROVIDA ADVISORS INC. | 0.03% | 2.83% | 101,000 | 101,000 | 100.00% | 7,924,460 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.04% | 94,771 | 94,771 | 100.00% | 7,435,733 | Jun 30, 2024 |
| CAMPBELL CAPITAL MANAGEMENT INC | 0.02% | 1.99% | 59,000 | 59,000 | 100.00% | 4,629,140 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.01% | 54,011 | 54,011 | 100.00% | 4,237,703 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.01% | 0.58% | 39,861 | 39,861 | 100.00% | 3,127,494 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 39,100 | 39,100 | 100.00% | 3,067,786 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.08% | 31,600 | 31,600 | 100.00% | 2,479,336 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.01% | 0.05% | 30,080 | 30,080 | 100.00% | 2,360,077 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.01% | 0.09% | 26,500 | 26,500 | 100.00% | 2,079,200 | Jun 30, 2024 |
| GRIES FINANCIAL LLC | 0.01% | 0.40% | 24,566 | 24,566 | 100.00% | 1,927,448 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.01% | 0.00% | 24,400 | 24,400 | 100.00% | 1,914,424 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.04% | 24,348 | 24,348 | 100.00% | 1,910,344 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.08% | 23,752 | 23,752 | 100.00% | 1,863,596 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.01% | 0.21% | 23,700 | 23,700 | 100.00% | 1,859,502 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.04% | 22,970 | 22,970 | 100.00% | 1,802,226 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.01% | 0.03% | 21,266 | 21,266 | 100.00% | 1,668,492 | Jun 30, 2024 |
| SEMMAX FINANCIAL ADVISORS INC. | 0.01% | 0.56% | 21,017 | 21,017 | 100.00% | 1,879,761 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.01% | 0.09% | 20,536 | 20,536 | 100.00% | 1,611,255 | Jun 30, 2024 |
| 0.01% | 0.41% | 19,611 | 19,611 | 100.00% | 1,538,697 | Jun 30, 2024 | |
| BLACKHAWK CAPITAL PARTNERS LLC. | 0.01% | 0.92% | 19,457 | 19,457 | 100.00% | 1,526,596 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.10% | 18,202 | 18,202 | 100.00% | 1,428,000 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.04% | 16,991 | 16,991 | 100.00% | 1,333,114 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.01% | 0.04% | 16,700 | 16,700 | 100.00% | 1,310,282 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.36% | 14,946 | 14,946 | 100.00% | 1,172,563 | Jun 30, 2024 |
| MARKS GROUP WEALTH MANAGEMENT, INC | 0.00% | 0.11% | 12,907 | 12,907 | 100.00% | 1,012,684 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.07% | 12,123 | 12,123 | 100.00% | 951,171 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.00% | 0.01% | 11,714 | 11,714 | 100.00% | 919,000 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 9,788 | 9,788 | 100.00% | 767,966 | Jun 30, 2024 |
| 0.00% | 0.04% | 9,747 | 9,747 | 100.00% | 764,555 | Jun 30, 2024 | |
| TWIN CITY PRIVATE WEALTH, LLC | 0.00% | 0.71% | 9,614 | 9,614 | 100.00% | 754,315 | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | 0.00% | 0.09% | 8,906 | 8,906 | 100.00% | 698,765 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.36% | 8,754 | 8,754 | 100.00% | 731,452 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.11% | 8,256 | 8,256 | 100.00% | 647,766 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 7,930 | 7,930 | 100.00% | 617,175 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.00% | 0.17% | 7,602 | 7,602 | 100.00% | 596,453 | Jun 30, 2024 |
| OAK THISTLE LLC | 0.00% | 0.40% | 6,811 | 6,811 | 100.00% | 534,391 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.10% | 6,727 | 6,727 | 100.00% | 527,800 | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | 0.00% | 0.15% | 6,698 | 6,698 | 100.00% | 525,525 | Jun 30, 2024 |
| VOYA FINANCIAL ADVISORS, INC. | 0.00% | 0.06% | 6,398 | 6,398 | 100.00% | 501,923 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.08% | 6,367 | 6,367 | 100.00% | 499,555 | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.02% | 5,538 | 5,538 | 100.00% | 434,456 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.01% | 5,450 | 5,450 | 100.00% | 427,607 | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 5,321 | 5,321 | 100.00% | 417,486 | Jun 30, 2024 |
| PEAK FINANCIAL ADVISORS LLC | 0.00% | 0.23% | 5,125 | 5,125 | 100.00% | 402,108 | Jun 30, 2024 |
| CONFLUENCE WEALTH SERVICES, INC. | 0.00% | 0.03% | 4,997 | 4,997 | 100.00% | 392,065 | Jun 30, 2024 |
| SYM FINANCIAL CORP | 0.00% | 0.06% | 4,903 | 4,903 | 100.00% | 384,689 | Jun 30, 2024 |
| SIERRA SUMMIT ADVISORS LLC | 0.00% | 0.09% | 4,653 | 4,653 | 100.00% | 365,075 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.14% | 4,634 | 4,634 | 100.00% | 363,620 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.07% | 4,555 | 4,555 | 100.00% | 357,385 | Jun 30, 2024 |
| BRUCE & CO., INC. | 0.00% | 0.12% | 4,509 | 4,509 | 100.00% | 353,776 | Jun 30, 2024 |
| BRAUN STACEY ASSOCIATES INC | 0.00% | 0.01% | 4,381 | 4,381 | 100.00% | 344,000 | Jun 30, 2024 |
| STABLEPOINT PARTNERS, LLC | 0.00% | 0.07% | 4,327 | 4,327 | 100.00% | 363,901 | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 0.00% | 0.23% | 4,170 | 4,170 | 100.00% | 327,178 | Jun 30, 2024 |
| PROSSIMO ADVISORS, LLC | 0.00% | 0.28% | 3,963 | 3,963 | 100.00% | 311,000 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.00% | 0.01% | 3,461 | 3,461 | 100.00% | 271,550 | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | 0.00% | 0.01% | 3,252 | 3,252 | 100.00% | 255,153 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.05% | 3,199 | 3,199 | 100.00% | 250,994 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.00% | 1.71% | 3,135 | 3,135 | 100.00% | 245,972 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.02% | 3,122 | 3,122 | 100.00% | 244,952 | Jun 30, 2024 |
| CYPRESS WEALTH SERVICES, LLC | 0.00% | 0.05% | 3,060 | 3,060 | 100.00% | 240,088 | Jun 30, 2024 |
| SYNOVUS FINANCIAL CORP | 0.00% | 0.00% | 2,845 | 2,845 | 100.00% | 223,192 | Jun 30, 2024 |
| PREMIER PATH WEALTH PARTNERS, LLC | 0.00% | 0.04% | 2,825 | 2,825 | 100.00% | 221,650 | Jun 30, 2024 |
| CREATIVEONE WEALTH, LLC | 0.00% | 0.01% | 2,671 | 2,671 | 100.00% | 210,000 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.00% | 0.01% | 2,629 | 2,629 | 100.00% | 206,271 | Jun 30, 2024 |
| LIFEWORKS ADVISORS, LLC | 0.00% | 0.06% | 2,620 | 2,620 | 100.00% | 205,562 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.00% | 0.04% | 2,615 | 2,615 | 100.00% | 205,173 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.05% | 2,606 | 2,606 | 100.00% | 210,591 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.00% | 0.10% | 2,496 | 2,496 | 100.00% | 195,799 | Jun 30, 2024 |
| CAPE INVESTMENT ADVISORY, INC. | 0.00% | 0.06% | 1,676 | 1,676 | 100.00% | 131,499 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.10% | 1,676 | 1,676 | 100.00% | 132,571 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.07% | 1,500 | 1,500 | 100.00% | 117,690 | Jun 30, 2024 |
| 0.00% | 0.05% | 942 | 942 | 100.00% | 73,918 | Jun 30, 2024 | |
| SWS PARTNERS | 0.00% | 0.02% | 937 | 937 | 100.00% | 73,562 | Jun 30, 2024 |
| CHILTON CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 627 | 627 | 100.00% | 49,195 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.01% | 600 | 600 | 100.00% | 47,076 | Jun 30, 2024 |
| 0.00% | 0.03% | 558 | 558 | 100.00% | 43,781 | Jun 30, 2024 | |
| TRIAD WEALTH PARTNERS, LLC | 0.00% | 0.02% | 464 | 464 | 100.00% | 36,405 | Jun 30, 2024 |
| 0.00% | 0.02% | 398 | 398 | 100.00% | 31,227 | Jun 30, 2024 | |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 206 | 206 | 100.00% | 16,133 | Jun 30, 2024 |
| GHP INVESTMENT ADVISORS, INC. | - | 0.00% | 131 | 131 | 100.00% | 10,279 | Jun 30, 2024 |
| SWAN CAPITAL LLC | - | 0.01% | 126 | 126 | 100.00% | 9,886 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | - | 0.00% | 83 | 83 | 100.00% | 6,512 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 76 | 76 | 100.00% | 5,963 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 69 | 69 | 100.00% | 5,414 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 68 | 68 | 100.00% | 5,335 | Jun 30, 2024 |
| SOUTHSTATE CORP | - | 0.00% | 65 | 65 | 100.00% | 5,100 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | - | 0.00% | 59 | 59 | 100.00% | 4,629 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | - | 0.00% | 53 | 53 | 100.00% | 4,158 | Jun 30, 2024 |
| HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 40 | 40 | 100.00% | 3,138 | Jun 30, 2024 |
| WINTHROP CAPITAL MANAGEMENT, LLC | - | 0.00% | 25 | 25 | 100.00% | 2,000 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 15 | 15 | 100.00% | 1,177 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 10 | 10 | 100.00% | 821 | Jun 30, 2024 |
WEC Energy Group's largest new institutional shareholder by number of shares is ZIMMER PARTNERS, LP, purchased 1.20M shares, valued at $93.98M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -103,637 | -100.00% | - | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | - | - | - | -97,711 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -97,139 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -41,272 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -34,880 | -100.00% | - | Jun 30, 2024 |
| SYNERGY ASSET MANAGEMENT, LLC | - | - | - | -33,605 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -31,567 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -25,507 | -100.00% | - | Jun 30, 2024 |
| VIKING FUND MANAGEMENT LLC | - | - | - | -17,000 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -15,600 | -100.00% | - | Jun 30, 2024 |
| HIGHVIEW CAPITAL MANAGEMENT LLC/DE/ | - | - | - | -14,680 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -12,968 | -100.00% | - | Jun 30, 2024 |
| BRASADA CAPITAL MANAGEMENT, LP | - | - | - | -12,960 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -12,722 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -12,138 | -100.00% | - | Jun 30, 2024 |
| MATTERN WEALTH MANAGEMENT LLC | - | - | - | -12,028 | -100.00% | - | Jun 30, 2024 |
| COMMUNITY FINANCIAL SERVICES GROUP, LLC | - | - | - | -11,238 | -100.00% | - | Jun 30, 2024 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | - | - | - | -10,191 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -9,773 | -100.00% | - | Jun 30, 2024 |
| VAN HULZEN ASSET MANAGEMENT, LLC | - | - | - | -9,659 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -7,690 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -6,466 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -6,000 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -5,646 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -5,426 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -4,488 | -100.00% | - | Jun 30, 2024 |
| WEST MICHIGAN ADVISORS, LLC | - | - | - | -4,431 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -4,282 | -100.00% | - | Jun 30, 2024 |
| HOWE & RUSLING INC | - | - | - | -4,105 | -100.00% | - | Jun 30, 2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | - | - | - | -3,931 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -3,700 | -100.00% | - | Jun 30, 2024 |
| QTRON INVESTMENTS LLC | - | - | - | -3,348 | -100.00% | - | Jun 30, 2024 |
| SIEMENS FONDS INVEST GMBH | - | - | - | -3,299 | -100.00% | - | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | - | - | -3,222 | -100.00% | - | Jun 30, 2024 |
| CREDIT CAPITAL INVESTMENTS LLC | - | - | - | -3,200 | -100.00% | - | Jun 30, 2024 |
| DIVIDEND ASSETS CAPITAL, LLC | - | - | - | -3,112 | -100.00% | - | Jun 30, 2024 |
| CONNECTICUT WEALTH MANAGEMENT, LLC | - | - | - | -2,953 | -100.00% | - | Jun 30, 2024 |
| SVB WEALTH LLC | - | - | - | -2,818 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -2,755 | -100.00% | - | Jun 30, 2024 |
| TYCHE WEALTH PARTNERS LLC | - | - | - | -2,674 | -100.00% | - | Jun 30, 2024 |
| MBE WEALTH MANAGEMENT, LLC | - | - | - | -2,662 | -100.00% | - | Jun 30, 2024 |
| SPECTRUM INVESTMENT ADVISORS, INC. | - | - | - | -2,651 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | - | - | - | -2,638 | -100.00% | - | Jun 30, 2024 |
| REGAL INVESTMENT ADVISORS LLC | - | - | - | -2,599 | -100.00% | - | Jun 30, 2024 |
| NORRIS PERNE & FRENCH LLP/MI | - | - | - | -2,542 | -100.00% | - | Jun 30, 2024 |
| FIRST INTERSTATE BANK | - | - | - | -2,525 | -100.00% | - | Jun 30, 2024 |
| INDEPENDENT WEALTH NETWORK INC. | - | - | - | -2,480 | -100.00% | - | Jun 30, 2024 |
| INTEGRIS WEALTH MANAGEMENT, LLC | - | - | - | -2,477 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,162 | -100.00% | - | Jun 30, 2024 |
| HILLS BANK & TRUST CO | - | - | - | -1,424 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -873 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -661 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -651 | -100.00% | - | Jun 30, 2024 |
| HORIZONS WEALTH MANAGEMENT | - | - | - | -541 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -388 | -100.00% | - | Jun 30, 2024 |
| BLACKSTON FINANCIAL ADVISORY GROUP, LLC | - | - | - | -300 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -245 | -100.00% | - | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | - | - | - | -203 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| CENTRAL BANK & TRUST CO | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| PALISADE ASSET MANAGEMENT, LLC | - | - | - | -84 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -82 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -70 | -100.00% | - | Jun 30, 2024 |
| CITY HOLDING CO | - | - | - | -66 | -100.00% | - | Jun 30, 2024 |
| FIRST PREMIER BANK | - | - | - | -33 | -100.00% | - | Jun 30, 2024 |
| NEMES RUSH GROUP LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
WEC Energy Group's largest sold out institutional shareholder by shares sold is CINCTIVE CAPITAL MANAGEMENT LP, sold -0.10M shares, valued at -, as of undefined.
WEC Energy Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Transparent Value Trust | 1.84% | 29,536 | - | - | Dec 31, 2023 |
| ActiveShares ETF Trust | 1.73% | 1,499 | 915 | 156.68% | Mar 31, 2024 |
| PIONEER EQUITY INCOME FUND | 1.68% | 374,176 | - | - | Jan 31, 2024 |
| CM ADVISORS FAMILY OF FUNDS | 1.64% | 400,000 | 400,000 | - | Feb 29, 2024 |
| KAVILCO INC/WA/ | 1.49% | 10,840 | 10,840 | - | Mar 31, 2021 |
| PFM Multi-Manager Series Trust | 1.39% | 1,150,000 | - | - | Dec 31, 2023 |
| COPLEY FUND INC /NV/ | 1.37% | 18,612 | - | - | Nov 30, 2022 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.97% | 25,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 0.91% | 159,300 | -37,000 | -18.85% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.83% | 431,000 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.80% | 1,367,221 | -33,198 | -2.37% | Jan 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.76% | 12,135,000 | -1,500,000 | -11.00% | Jan 31, 2024 |
| GABELLI UTILITIES FUND | 0.76% | 541,600 | -24,600 | -4.34% | Dec 29, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.69% | 800,000 | - | - | Mar 28, 2024 |
| Natixis ETF Trust | 0.54% | 110,000 | - | - | Mar 31, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.52% | 170,500 | - | - | Dec 31, 2023 |
| Cohen & Steers Real Assets Fund, Inc. | 0.52% | 1,750,000 | - | - | Dec 31, 2023 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.51% | 2,381,258 | -45,833 | -1.89% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.47% | 86,320 | 10,000 | 13.10% | Feb 29, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.47% | 1,225,000 | - | - | Mar 31, 2024 |
| Cohen & Steers MLP & Energy Opportunity Fund, Inc. | 0.46% | 25,232 | - | - | Feb 29, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.44% | 5,000,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.44% | 1,485,000 | - | - | Dec 31, 2023 |
| Advisors Preferred Trust | 0.43% | 3,000,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.42% | 218,160 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.40% | 325,000 | -206,000 | -38.79% | Mar 31, 2024 |
| Natixis ETF Trust | 0.39% | 80,000 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.39% | 3,000,000 | - | - | Dec 31, 2023 |
| Nuveen Real Asset Income & Growth Fund | 0.39% | 1,010,000 | 45,000 | 4.66% | Mar 31, 2024 |
| EIP INVESTMENT TRUST | 0.35% | 16,140 | 1,800 | 12.55% | Jan 31, 2024 |
| PGIM ETF TRUST | 0.34% | 23,000,000 | - | - | Feb 29, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.33% | 8,622,000 | - | - | Mar 31, 2024 |
| DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS | 0.32% | 2,895,000 | - | - | Mar 28, 2024 |
| PIONEER SHORT TERM INCOME FUND | 0.32% | 2,080,000 | - | - | Feb 29, 2024 |
| Natixis ETF Trust | 0.32% | 65,000 | - | - | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.31% | 5,000,000 | - | - | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.30% | 294,000 | - | - | Feb 29, 2024 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.30% | 227,901 | - | - | Dec 31, 2023 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.30% | 16,750 | - | - | Feb 29, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.30% | 1,000,000 | - | - | Dec 31, 2023 |
| Natixis ETF Trust | 0.29% | 60,000 | - | - | Mar 31, 2024 |
| GABELLI UTILITY TRUST | 0.29% | 123,370 | 170 | 0.14% | Dec 29, 2023 |
| Cohen & Steers Real Assets Fund, Inc. | 0.28% | 960,000 | - | - | Dec 31, 2023 |
| NICHOLAS EQUITY INCOME FUND, INC. | 0.25% | 69,000 | - | - | Dec 31, 2023 |
| Nuveen Core Equity Alpha Fund | 0.24% | 17,350 | - | - | Mar 31, 2024 |
| Red Cedar Fund Trust | 0.24% | 1,000,000 | - | - | Jul 31, 2022 |
| John Hancock Tax-Advantaged Global Shareholder Yield Fund | 0.24% | 5,300 | -100 | -1.85% | Jan 31, 2024 |
| SIT MID CAP GROWTH FUND INC | 0.24% | 12,800 | - | - | Mar 28, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.23% | 3,625,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS I | 0.22% | 5,300 | - | - | Jan 31, 2023 |
| Pioneer Series Trust III | 0.22% | 64,735 | - | - | Feb 29, 2024 |
| PGIM ETF TRUST | 0.22% | 15,000,000 | - | - | Feb 29, 2024 |
| UNIFIED SERIES TRUST | 0.22% | 3,440,000 | - | - | Mar 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.21% | 6,565,000 | - | - | Jan 31, 2024 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.20% | 3,475,000 | - | - | Feb 29, 2024 |
| ETF Managers Trust | 0.19% | 1,500,000 | - | - | Dec 31, 2023 |
| T. Rowe Price New Era Fund, Inc. | 0.19% | 211,665 | - | - | Mar 31, 2024 |
| ULTRA SERIES FUND | 0.19% | 350,000 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.19% | 10,000,000 | - | - | Mar 31, 2024 |
| FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.19% | 72,840 | 32,000 | 78.35% | Feb 29, 2024 |
| FRONTIER FUNDS, INC. | 0.19% | 72,687 | 1,609 | 2.26% | Mar 31, 2024 |
| iShares U.S. ETF Trust | 0.19% | 21,955,000 | - | - | Jan 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.18% | 314,024 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.17% | 28,819 | - | - | Mar 31, 2022 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.16% | 42,180 | - | - | Mar 31, 2024 |
| Build Funds Trust | 0.16% | 29,000 | - | - | Dec 31, 2023 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.15% | 2,022,388 | 86,851 | 4.49% | Jan 31, 2024 |
| COMMERCE FUNDS | 0.15% | 3,000,000 | - | - | Jan 31, 2024 |
| FIRST TRUST MLP & ENERGY INCOME FUND | 0.15% | 69,260 | 16,900 | 32.28% | Jan 31, 2024 |
| MFS SERIES TRUST XI | 0.15% | 695,454 | - | - | Mar 31, 2024 |
| Touchstone ETF Trust | 0.14% | 580,000 | -235,000 | -28.83% | Mar 31, 2024 |
| WESMARK FUNDS | 0.14% | 500,000 | - | - | Mar 31, 2024 |
| Gateway Trust | 0.14% | 291,968 | 64,387 | 28.29% | Mar 31, 2024 |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | 0.14% | 35,130 | 7,000 | 24.88% | Jan 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.14% | 12,414,000 | - | - | Feb 29, 2024 |
| DNP SELECT INCOME FUND INC | 0.14% | 1,068,190 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND IV | 0.14% | 30,990,000 | - | - | Jan 31, 2024 |
| Nuveen S&P 500 BuyWrite Income Fund | 0.13% | 89,291 | -14,648 | -14.09% | Mar 31, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.13% | 2,000,000 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.12% | 3,995,000 | - | - | Mar 31, 2024 |
| Ivy Variable Insurance Portfolios | 0.12% | 2,715,000 | - | - | Mar 28, 2024 |
| WILMINGTON FUNDS | 0.11% | 1,300,000 | - | - | Jan 31, 2024 |
| J.P. Morgan Exchange-Traded Fund Trust | 0.11% | 53,348,000 | 20,770,000 | 63.75% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.11% | 3,651,000 | -713,000 | -16.34% | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.11% | 3,996,814 | -778,443 | -16.30% | Mar 31, 2024 |
| PGIM ETF TRUST | 0.11% | 7,250,000 | - | - | Feb 29, 2024 |
| MFS SERIES TRUST IX | 0.10% | 23,734,000 | - | - | Jan 31, 2024 |
| Federated Hermes ETF Trust | 0.10% | 82,000 | - | - | Jan 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.10% | 500,000 | - | - | Mar 28, 2024 |
| Northern Lights Fund Trust | 0.10% | 7,989,000 | - | - | Jan 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.10% | 3,836,725 | -88,379 | -2.25% | Mar 31, 2024 |
WEC Energy Group's largest mutual fund holder by % of total assets is "Transparent Value Trust", owning 29.54K shares, compromising 1.84% of its total assets.
WEC Energy Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,047 | -0.10% |
| 31 Mar, 24 | 1,048 | -0.95% |
| 31 Dec, 23 | 1,058 | 6.12% |
| 30 Sep, 23 | 997 | -2.64% |
| 30 Jun, 23 | 1,024 | 0.69% |
| 31 Mar, 23 | 1,017 | -4.78% |
| 31 Dec, 22 | 1,068 | 5.43% |
| 30 Sep, 22 | 1,013 | -2.69% |
| 30 Jun, 22 | 1,041 | 1.96% |
| 31 Mar, 22 | 1,021 | 1.19% |
| 31 Dec, 21 | 1,009 | 7.57% |
| 30 Sep, 21 | 938 | -2.39% |
| 30 Jun, 21 | 961 | 1.91% |
| 31 Mar, 21 | 943 | -2.88% |
| 31 Dec, 20 | 971 | 5.54% |
| 30 Sep, 20 | 920 | 1.21% |
| 30 Jun, 20 | 909 | -4.01% |
| 31 Mar, 20 | 947 | 1.83% |
| 31 Dec, 19 | 930 | 2.09% |
| 30 Sep, 19 | 911 | 5.44% |
| 30 Jun, 19 | 864 | -0.69% |
| 31 Mar, 19 | 870 | 2.47% |
| 31 Dec, 18 | 849 | 7.06% |
| 30 Sep, 18 | 793 | -1.12% |
| 30 Jun, 18 | 802 | 3.48% |
| 31 Mar, 18 | 775 | -0.51% |
| 31 Dec, 17 | 779 | 8.50% |
| 30 Sep, 17 | 718 | 0.14% |
| 30 Jun, 17 | 717 | 0.56% |
| 31 Mar, 17 | 713 | 0.99% |
| 31 Dec, 16 | 706 | 2.47% |
| 30 Sep, 16 | 689 | -2.27% |
| 30 Jun, 16 | 705 | 7.80% |
| 31 Mar, 16 | 654 | 6.86% |
| 31 Dec, 15 | 612 | -0.49% |
| 30 Sep, 15 | 615 | 12.84% |
| 30 Jun, 15 | 545 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 30 Sep, 06 | 1 | - |
As of 30 Jun 24, 1,047 institutions are holding WEC Energy Group's shares, representing a decrease of -0.10% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 243,457,457 | -1.13% |
| 31 Mar, 24 | 246,242,742 | 1.17% |
| 31 Dec, 23 | 243,387,237 | 1.62% |
| 30 Sep, 23 | 239,513,703 | 0.30% |
| 30 Jun, 23 | 238,788,818 | 0.79% |
| 31 Mar, 23 | 236,906,699 | -0.73% |
| 31 Dec, 22 | 238,649,735 | 1.73% |
| 30 Sep, 22 | 234,580,021 | -0.12% |
| 30 Jun, 22 | 234,857,339 | 2.69% |
| 31 Mar, 22 | 228,702,751 | -1.25% |
| 31 Dec, 21 | 231,589,235 | 0.76% |
| 30 Sep, 21 | 229,841,395 | 0.14% |
| 30 Jun, 21 | 229,517,222 | -1.54% |
| 31 Mar, 21 | 233,109,071 | 1.94% |
| 31 Dec, 20 | 228,667,137 | -1.27% |
| 30 Sep, 20 | 231,598,900 | 0.42% |
| 30 Jun, 20 | 230,620,699 | -1.42% |
| 31 Mar, 20 | 233,941,830 | -3.43% |
| 31 Dec, 19 | 242,251,583 | -0.40% |
| 30 Sep, 19 | 243,215,503 | 0.01% |
| 30 Jun, 19 | 243,190,361 | 2.50% |
| 31 Mar, 19 | 237,264,394 | 0.15% |
| 31 Dec, 18 | 236,898,587 | 2.98% |
| 30 Sep, 18 | 230,050,995 | -0.79% |
| 30 Jun, 18 | 231,875,911 | 0.78% |
| 31 Mar, 18 | 230,072,006 | -0.14% |
| 31 Dec, 17 | 230,394,463 | 0.64% |
| 30 Sep, 17 | 228,925,331 | 2.98% |
| 30 Jun, 17 | 222,310,398 | -0.60% |
| 31 Mar, 17 | 223,645,564 | 0.55% |
| 31 Dec, 16 | 222,412,741 | 1.25% |
| 30 Sep, 16 | 219,661,458 | -1.36% |
| 30 Jun, 16 | 222,680,004 | 1.06% |
| 31 Mar, 16 | 220,340,692 | 0.25% |
| 31 Dec, 15 | 219,795,464 | 1.71% |
| 30 Sep, 15 | 216,109,335 | 20.31% |
| 30 Jun, 15 | 179,621,852 | - |
| 30 Sep, 11 | 2,799 | - |
| 30 Jun, 10 | 55 | - |
| 30 Sep, 06 | 300,981 | - |
WEC Energy Group (WEC) has 243.46M shares outstanding as of 30 Jun 24, down -1.13% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 77.14% | 1.27% |
| 31 Mar, 24 | 78.02% | 1.31% |
| 31 Dec, 23 | 77.17% | 1.34% |
| 30 Sep, 23 | 75.94% | 1.32% |
| 30 Jun, 23 | 75.71% | 1.34% |
| 31 Mar, 23 | 75.11% | 1.31% |
| 31 Dec, 22 | 75.67% | 1.37% |
| 30 Sep, 22 | 74.38% | 1.34% |
| 30 Jun, 22 | 74.46% | 1.42% |
| 31 Mar, 22 | 72.51% | 1.34% |
| 31 Dec, 21 | 73.43% | 1.38% |
| 30 Sep, 21 | 72.87% | 1.38% |
| 30 Jun, 21 | 72.77% | 1.33% |
| 31 Mar, 21 | 73.91% | 1.41% |
| 31 Dec, 20 | 72.50% | 1.34% |
| 30 Sep, 20 | 73.43% | 1.37% |
| 30 Jun, 20 | 73.12% | 1.33% |
| 31 Mar, 20 | 74.17% | 1.26% |
| 31 Dec, 19 | 76.81% | 1.29% |
| 30 Sep, 19 | 77.11% | 1.30% |
| 30 Jun, 19 | 77.11% | 1.36% |
| 31 Mar, 19 | 75.20% | 1.33% |
| 31 Dec, 18 | 75.09% | 1.41% |
| 30 Sep, 18 | 72.92% | 1.35% |
| 30 Jun, 18 | 73.49% | 1.38% |
| 31 Mar, 18 | 72.92% | 1.37% |
| 31 Dec, 17 | 73.00% | 1.39% |
| 30 Sep, 17 | 72.54% | 1.46% |
| 30 Jun, 17 | 70.44% | 1.40% |
| 31 Mar, 17 | 70.86% | 1.43% |
| 31 Dec, 16 | 70.47% | 1.45% |
| 30 Sep, 16 | 69.60% | 1.40% |
| 30 Jun, 16 | 70.56% | 1.45% |
| 31 Mar, 16 | 69.79% | 1.44% |
| 31 Dec, 15 | 69.62% | 1.49% |
| 30 Sep, 15 | 68.45% | 1.10% |
| 30 Jun, 15 | 78.95% | - |
| 30 Sep, 11 | 0.00% | - |
| 30 Jun, 10 | - | - |
| 30 Sep, 06 | 0.13% | - |
As of 30 Jun 24, WEC Energy Group is held by 77.14% institutional shareholders, representing a 1.27% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 517 | 12.39% |
| 31 Mar, 24 | 460 | -2.13% |
| 31 Dec, 23 | 470 | 11.37% |
| 30 Sep, 23 | 422 | -2.31% |
| 30 Jun, 23 | 432 | -2.48% |
| 31 Mar, 23 | 443 | -9.96% |
| 31 Dec, 22 | 492 | 10.07% |
| 30 Sep, 22 | 447 | -10.42% |
| 30 Jun, 22 | 499 | 9.43% |
| 31 Mar, 22 | 456 | -7.32% |
| 31 Dec, 21 | 492 | 34.43% |
| 30 Sep, 21 | 366 | -9.18% |
| 30 Jun, 21 | 403 | 10.71% |
| 31 Mar, 21 | 364 | -16.13% |
| 31 Dec, 20 | 434 | 17.93% |
| 30 Sep, 20 | 368 | 7.60% |
| 30 Jun, 20 | 342 | -12.31% |
| 31 Mar, 20 | 390 | -5.11% |
| 31 Dec, 19 | 411 | 3.53% |
| 30 Sep, 19 | 397 | 10.89% |
| 30 Jun, 19 | 358 | -2.45% |
| 31 Mar, 19 | 367 | -6.38% |
| 31 Dec, 18 | 392 | 25.64% |
| 30 Sep, 18 | 312 | -6.59% |
| 30 Jun, 18 | 334 | 3.41% |
| 31 Mar, 18 | 323 | -7.18% |
| 31 Dec, 17 | 348 | 16.00% |
| 30 Sep, 17 | 300 | -1.96% |
| 30 Jun, 17 | 306 | 4.79% |
| 31 Mar, 17 | 292 | -12.05% |
| 31 Dec, 16 | 332 | 17.31% |
| 30 Sep, 16 | 283 | -17.97% |
| 30 Jun, 16 | 345 | 10.58% |
| 31 Mar, 16 | 312 | 14.71% |
| 31 Dec, 15 | 272 | -19.53% |
| 30 Sep, 15 | 338 | -37.06% |
| 30 Jun, 15 | 537 | - |
| 30 Sep, 11 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 30 Sep, 06 | 1 | - |
517 institutional shareholders have increased their position in WEC stock as of 30 Jun 24 compared to 460 in the previous quarter (a 12.39% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 319 | -14.25% |
| 31 Mar, 24 | 372 | -0.53% |
| 31 Dec, 23 | 374 | 3.89% |
| 30 Sep, 23 | 360 | 1.98% |
| 30 Jun, 23 | 353 | 9.63% |
| 31 Mar, 23 | 322 | -7.20% |
| 31 Dec, 22 | 347 | 13.03% |
| 30 Sep, 22 | 307 | 10.04% |
| 30 Jun, 22 | 279 | -14.94% |
| 31 Mar, 22 | 328 | 8.97% |
| 31 Dec, 21 | 301 | -7.95% |
| 30 Sep, 21 | 327 | 2.19% |
| 30 Jun, 21 | 320 | -10.61% |
| 31 Mar, 21 | 358 | 14.01% |
| 31 Dec, 20 | 314 | -4.56% |
| 30 Sep, 20 | 329 | -7.06% |
| 30 Jun, 20 | 354 | -1.39% |
| 31 Mar, 20 | 359 | 23.37% |
| 31 Dec, 19 | 291 | -5.83% |
| 30 Sep, 19 | 309 | 11.96% |
| 30 Jun, 19 | 276 | -9.80% |
| 31 Mar, 19 | 306 | 16.35% |
| 31 Dec, 18 | 263 | -9.62% |
| 30 Sep, 18 | 291 | 8.58% |
| 30 Jun, 18 | 268 | -1.11% |
| 31 Mar, 18 | 271 | 7.11% |
| 31 Dec, 17 | 253 | 7.66% |
| 30 Sep, 17 | 235 | -3.29% |
| 30 Jun, 17 | 243 | -7.25% |
| 31 Mar, 17 | 262 | 20.18% |
| 31 Dec, 16 | 218 | -11.02% |
| 30 Sep, 16 | 245 | 21.29% |
| 30 Jun, 16 | 202 | -0.98% |
| 31 Mar, 16 | 204 | 7.37% |
| 31 Dec, 15 | 190 | 9.20% |
| 30 Sep, 15 | 174 | - |
| 30 Jun, 15 | - | - |
| 30 Sep, 11 | - | - |
| 30 Jun, 10 | - | - |
| 30 Sep, 06 | - | - |
319 institutional shareholders have reduced their position in WEC stock as of 30 Jun 24 compared to 372 in the previous quarter (a -14.25% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,047 | -0.10% | 243,457,457 | -1.13% | 77.14% | 1.27% | 517 | 12.39% | 319 | -14.25% |
| 31 Mar, 24 | 1,048 | -0.95% | 246,242,742 | 1.17% | 78.02% | 1.31% | 460 | -2.13% | 372 | -0.53% |
| 31 Dec, 23 | 1,058 | 6.12% | 243,387,237 | 1.62% | 77.17% | 1.34% | 470 | 11.37% | 374 | 3.89% |
| 30 Sep, 23 | 997 | -2.64% | 239,513,703 | 0.30% | 75.94% | 1.32% | 422 | -2.31% | 360 | 1.98% |
| 30 Jun, 23 | 1,024 | 0.69% | 238,788,818 | 0.79% | 75.71% | 1.34% | 432 | -2.48% | 353 | 9.63% |
| 31 Mar, 23 | 1,017 | -4.78% | 236,906,699 | -0.73% | 75.11% | 1.31% | 443 | -9.96% | 322 | -7.20% |
| 31 Dec, 22 | 1,068 | 5.43% | 238,649,735 | 1.73% | 75.67% | 1.37% | 492 | 10.07% | 347 | 13.03% |
| 30 Sep, 22 | 1,013 | -2.69% | 234,580,021 | -0.12% | 74.38% | 1.34% | 447 | -10.42% | 307 | 10.04% |
| 30 Jun, 22 | 1,041 | 1.96% | 234,857,339 | 2.69% | 74.46% | 1.42% | 499 | 9.43% | 279 | -14.94% |
| 31 Mar, 22 | 1,021 | 1.19% | 228,702,751 | -1.25% | 72.51% | 1.34% | 456 | -7.32% | 328 | 8.97% |
| 31 Dec, 21 | 1,009 | 7.57% | 231,589,235 | 0.76% | 73.43% | 1.38% | 492 | 34.43% | 301 | -7.95% |
| 30 Sep, 21 | 938 | -2.39% | 229,841,395 | 0.14% | 72.87% | 1.38% | 366 | -9.18% | 327 | 2.19% |
| 30 Jun, 21 | 961 | 1.91% | 229,517,222 | -1.54% | 72.77% | 1.33% | 403 | 10.71% | 320 | -10.61% |
| 31 Mar, 21 | 943 | -2.88% | 233,109,071 | 1.94% | 73.91% | 1.41% | 364 | -16.13% | 358 | 14.01% |
| 31 Dec, 20 | 971 | 5.54% | 228,667,137 | -1.27% | 72.50% | 1.34% | 434 | 17.93% | 314 | -4.56% |
| 30 Sep, 20 | 920 | 1.21% | 231,598,900 | 0.42% | 73.43% | 1.37% | 368 | 7.60% | 329 | -7.06% |
| 30 Jun, 20 | 909 | -4.01% | 230,620,699 | -1.42% | 73.12% | 1.33% | 342 | -12.31% | 354 | -1.39% |
| 31 Mar, 20 | 947 | 1.83% | 233,941,830 | -3.43% | 74.17% | 1.26% | 390 | -5.11% | 359 | 23.37% |
| 31 Dec, 19 | 930 | 2.09% | 242,251,583 | -0.40% | 76.81% | 1.29% | 411 | 3.53% | 291 | -5.83% |
| 30 Sep, 19 | 911 | 5.44% | 243,215,503 | 0.01% | 77.11% | 1.30% | 397 | 10.89% | 309 | 11.96% |
| 30 Jun, 19 | 864 | -0.69% | 243,190,361 | 2.50% | 77.11% | 1.36% | 358 | -2.45% | 276 | -9.80% |
| 31 Mar, 19 | 870 | 2.47% | 237,264,394 | 0.15% | 75.20% | 1.33% | 367 | -6.38% | 306 | 16.35% |
| 31 Dec, 18 | 849 | 7.06% | 236,898,587 | 2.98% | 75.09% | 1.41% | 392 | 25.64% | 263 | -9.62% |
| 30 Sep, 18 | 793 | -1.12% | 230,050,995 | -0.79% | 72.92% | 1.35% | 312 | -6.59% | 291 | 8.58% |
| 30 Jun, 18 | 802 | 3.48% | 231,875,911 | 0.78% | 73.49% | 1.38% | 334 | 3.41% | 268 | -1.11% |
| 31 Mar, 18 | 775 | -0.51% | 230,072,006 | -0.14% | 72.92% | 1.37% | 323 | -7.18% | 271 | 7.11% |
| 31 Dec, 17 | 779 | 8.50% | 230,394,463 | 0.64% | 73.00% | 1.39% | 348 | 16.00% | 253 | 7.66% |
| 30 Sep, 17 | 718 | 0.14% | 228,925,331 | 2.98% | 72.54% | 1.46% | 300 | -1.96% | 235 | -3.29% |
| 30 Jun, 17 | 717 | 0.56% | 222,310,398 | -0.60% | 70.44% | 1.40% | 306 | 4.79% | 243 | -7.25% |
| 31 Mar, 17 | 713 | 0.99% | 223,645,564 | 0.55% | 70.86% | 1.43% | 292 | -12.05% | 262 | 20.18% |
| 31 Dec, 16 | 706 | 2.47% | 222,412,741 | 1.25% | 70.47% | 1.45% | 332 | 17.31% | 218 | -11.02% |
| 30 Sep, 16 | 689 | -2.27% | 219,661,458 | -1.36% | 69.60% | 1.40% | 283 | -17.97% | 245 | 21.29% |
| 30 Jun, 16 | 705 | 7.80% | 222,680,004 | 1.06% | 70.56% | 1.45% | 345 | 10.58% | 202 | -0.98% |
| 31 Mar, 16 | 654 | 6.86% | 220,340,692 | 0.25% | 69.79% | 1.44% | 312 | 14.71% | 204 | 7.37% |
| 31 Dec, 15 | 612 | -0.49% | 219,795,464 | 1.71% | 69.62% | 1.49% | 272 | -19.53% | 190 | 9.20% |
| 30 Sep, 15 | 615 | 12.84% | 216,109,335 | 20.31% | 68.45% | 1.10% | 338 | -37.06% | 174 | - |
| 30 Jun, 15 | 545 | - | 179,621,852 | - | 78.95% | - | 537 | - | - | - |
| 30 Sep, 11 | 1 | - | 2,799 | - | 0.00% | - | 1 | - | - | - |
| 30 Jun, 10 | 1 | - | 55 | - | - | - | 1 | - | - | - |
| 30 Sep, 06 | 1 | - | 300,981 | - | 0.13% | - | 1 | - | - | - |
WEC Energy Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of WEC Energy Group's stock was made by PAYNE ULICE JR on Aug 12 2024, selling 750 shares at $88.45 per share (valued at $66.34K).
WEC Energy Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | 3 | 133.33% |
| Q2 2024 | 6 | 2 | 300.00% |
| Q1 2024 | 51 | 36 | 141.67% |
| Q4 2023 | 7 | 1 | 700.00% |
| Q3 2023 | 4 | 1 | 400.00% |
| Q2 2023 | 4 | 2 | 200.00% |
| Q1 2023 | 46 | 33 | 139.39% |
| Q4 2022 | 7 | 4 | 175.00% |
| Q3 2022 | 9 | 6 | 150.00% |
| Q2 2022 | 11 | 13 | 84.62% |
| Q1 2022 | 52 | 34 | 152.94% |
| Q4 2021 | 6 | 5 | 120.00% |
| Q3 2021 | 2 | 8 | 25.00% |
| Q2 2021 | 12 | 7 | 171.43% |
| Q1 2021 | 52 | 22 | 236.36% |
| Q4 2020 | 9 | 18 | 50.00% |
| Q3 2020 | 4 | 5 | 80.00% |
| Q2 2020 | 2 | 3 | 66.67% |
| Q1 2020 | 51 | 43 | 118.60% |
| Q4 2019 | 2 | 5 | 40.00% |
4 total buy trades, and 3 total sell trades (buy/sell ratio of 1.33%) were made by WEC Energy Group's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | - | - | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | - | - |
| Q4 2022 | 1 | 3 | 33.33% |
| Q3 2022 | - | 2 | - |
| Q2 2022 | - | 6 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | - | 1 | - |
| Q2 2021 | 7 | 3 | 233.33% |
| Q1 2021 | 1 | - | - |
| Q4 2020 | - | 10 | - |
| Q3 2020 | - | 2 | - |
| Q2 2020 | - | 2 | - |
| Q1 2020 | - | 8 | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 2 open market sell trades of WEC Energy Group's stocks.
WEC Energy Group Peer Ownership
| Ticker | Company |
|---|---|
| PEG | Public Service Enterprise Group Incorporated |
| EXC | Exelon Corporation |
| ETR | Entergy Corporation |
| PNW | Pinnacle West Capital Corporation |
| LNT | Alliant Energy Corporation |
| FE | FirstEnergy Corp. |
| AEE | Ameren Corporation |
| CNP | CenterPoint Energy, Inc. |
| PNM | PNM Resources, Inc. |
| DTE | DTE Energy Company |
| MGEE | MGE Energy, Inc. |
| EIX | Edison International |
| EVRG | Evergy, Inc. |
| CMS | CMS Energy Corporation |
WEC Ownership FAQ
Who Owns WEC Energy Group?
WEC Energy Group is owned by institutional shareholders (77.14%), insiders (0.14%), and public (22.72%). The largest institutional shareholder of WEC Energy Group is VANGUARD GROUP INC (12.59% of total shares) and the top mutual fund owner is Transparent Value Trust (1.84% of total shares).
Who are the major institutional shareholders of WEC Energy Group?
WEC Energy Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and WELLS FARGO & COMPANY/MN. The top five shareholders own together 33.63% of the company's share outstanding.
How many WEC Energy Group shareholders are there?
As of Jun 2024, there are 1,047 institutional shareholders of WEC Energy Group.
What percentage of WEC Energy Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 39.73M shares of WEC Energy Group, representing 12.59% of the company's total shares outstanding, valued at $3.12B (as of Jun 2024).
What percentage of WEC Energy Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 29.19M shares of WEC Energy Group (WEC), compromising 9.25% of the company, valued at $2.29B.
What percentage of WEC Energy Group is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of WEC Energy Group. The company owns 21.57M of the company's shares outstanding (worth $1.69T).