WEC Energy Group Ownership | Who Owns WEC Energy Group?
WEC Energy Group Ownership Summary
WEC Energy Group is owned by 77.26% institutional investors, 0.14% insiders, and 22.60% retail investors. Vanguard group is the largest institutional shareholder, holding 12.59% of WEC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in WEC Energy Group shares.
WEC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEC Energy Group | 77.26% | 0.14% | 22.60% |
| Sector | Utilities Stocks | 58.57% | 6.53% | 34.90% |
| Industry | Regulated Electric Stocks List | 62.02% | 3.57% | 34.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 39.73M | 12.59% | $3.12B |
| Blackrock | 29.19M | 9.25% | $2.29B |
| State street | 21.57M | 6.84% | $1.69B |
| Geode capital management | 7.85M | 2.49% | $614.14M |
| Wells fargo & company/mn | 7.80M | 2.47% | $612.31M |
| Bank of america corp /de/ | 6.98M | 2.21% | $547.59M |
| Deutsche bank ag\ | 5.49M | 1.74% | $431.12M |
| Ameriprise financial | 4.24M | 1.34% | $332.49M |
| Jpmorgan chase | 4.11M | 1.30% | $322.25M |
| Northern trust | 3.76M | 1.19% | $295.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teilinger capital | 125.00K | 4.27% | $9.81M |
| Thomas story & son | 84.61K | 2.87% | $6.64M |
| Rovida advisors | 101.00K | 2.83% | $7.92M |
| Opus investment management | 50.00K | 2.53% | $3.92M |
| London & capital asset management | 364.83K | 2.42% | $28.62M |
| Beck bode | 148.27K | 2.34% | $11.63M |
| Keystone financial planning | 87.34K | 2.27% | $6.85M |
| Cincinnati specialty underwriters insurance | 95.00K | 2.24% | $7.45M |
| Cbre investment management listed real assets | 1.53M | 2.19% | $119.67M |
| Second half financial partners | 33.20K | 2.08% | $2.60M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Soroban capital partners lp | 1.78M | 2.05% | 1.58M |
| Zimmer partners, lp | 1.20M | 1.73% | 1.20M |
| Caisse de depot et placement du quebec | 1.20M | 0.23% | 859.48K |
| Balyasny asset management | 851.82K | 0.12% | 851.82K |
| Qube research | 2.00M | 0.25% | 801.96K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 2.96M | 0.05% | -2.92M |
| T. rowe price investment management | 158.89K | 0.01% | -2.17M |
| Magellan asset management | 2.38M | 1.78% | -1.41M |
| Millennium management | 424.77K | 0.02% | -970.07K |
| D. e. shaw | 25.96K | 0.00% | -776.24K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Zimmer partners, lp | 1.20M | 1.73% | 1.20M | $93.98M |
| Morningstar investment services | 290.47K | 0.25% | 290.47K | $22.79M |
| Pinebridge investments | 282.38K | 0.18% | 282.38K | $22.16M |
| Parallax volatility advisers | 222.10K | 0.04% | 222.10K | $17.43M |
| Beck bode | 148.27K | 2.34% | 148.27K | $11.63M |
Sold Out
| Holder | Change |
|---|---|
| Jamison private wealth management | -5.00 |
| Clarivest asset management | -5.00 |
| Nemes rush group | -14.00 |
| First premier bank | -33.00 |
| City | -66.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 1,064 | 1.43% | 243,821,953 | -0.98% | 77 | 1.27% | 527 | 14.57% | 323 | -13.17% |
| Mar 31, 2024 | 1,049 | -1.13% | 246,239,293 | 1.08% | 78 | 1.31% | 460 | -2.13% | 372 | -0.80% |
| Dec 31, 2023 | 1,061 | 6.10% | 243,601,220 | 1.68% | 77 | 1.34% | 470 | 11.11% | 375 | 4.17% |
| Sep 30, 2023 | 1,000 | -2.53% | 239,579,813 | 0.33% | 75 | 1.33% | 423 | -2.08% | 360 | 1.69% |
| Jun 30, 2023 | 1,026 | 0.69% | 238,784,906 | 0.79% | 75 | 1.34% | 432 | -2.48% | 354 | 9.94% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 10.01M | 3.16% | 7.59K |
| Vanguard Institutional 500 Index Trust | 8.28M | 2.62% | 14.66K |
| Vanguard Mid Cap Index Institutional | 6.69M | 2.12% | -64.28K |
| The Utilities Select Sector SPDR® ETF | 4.74M | 1.50% | 17.63K |
| DWS Top Dividende LD | 4.14M | 1.31% | 3.00 |
| Fidelity 500 Index | 3.89M | 1.23% | -5.32K |
| SPDR® S&P 500® ETF Trust | 3.83M | 1.21% | 1.30K |
| SPDR® S&P Dividend ETF | 3.76M | 1.19% | - |
| iShares Core S&P 500 ETF | 3.52M | 1.11% | 5.42K |
| iShares Select Dividend ETF | 2.77M | 0.87% | -929.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 30, 2024 | Straka Mary Beth | Sr. VP-Corp Comm & Inv Rel | Sell | $301.44K |
| Aug 28, 2024 | Guc William J | Vice President & Controller | Sell | $557.92K |
| Aug 08, 2024 | PAYNE ULICE JR | - | Sell | $66.34K |
| Aug 07, 2024 | Reese Anthony | Vice President and Treasurer | Sell | $120.92K |
| Aug 05, 2024 | Erickson Joshua M | VP and Deputy General Counsel | Sell | $31.41K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 2 |
| 2023 Q4 | - | 1 |
WEC Ownership FAQ
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