WEC Energy Group Ownership | Who Owns WEC Energy Group?
WEC Energy Group Ownership Summary
WEC Energy Group is owned by 73.59% institutional investors, 0.78% insiders, and 25.63% retail investors. Vanguard group is the largest institutional shareholder, holding 12.55% of WEC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in WEC Energy Group shares.
WEC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | WEC Energy Group | 73.59% | 0.78% | 25.63% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 39.68M | 12.55% | $3.73B |
| Blackrock funding, inc. /de | 30.18M | 9.55% | $2.84B |
| Blackrock | 29.19M | 9.25% | $2.29B |
| State street | 21.57M | 6.84% | $1.69B |
| Wellington management group llp | 11.05M | 3.49% | $1.04B |
| Geode capital management | 8.06M | 2.55% | $756.42M |
| Wells fargo & company/mn | 7.81M | 2.47% | $734.90M |
| Bank of america corp /de/ | 6.98M | 2.21% | $547.59M |
| Deutsche bank ag\ | 5.72M | 1.81% | $538.11M |
| Jpmorgan chase | 4.38M | 1.38% | $411.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Clearbridge investments | 1.95M | 4.81% | $183.54M |
| Opus investment management | 50.00K | 3.47% | $4.70M |
| Morgan dempsey capital management | 90.56K | 3.42% | $8.52M |
| Thomas story & son | 83.67K | 3.30% | $7.87M |
| South street advisors | 173.95K | 2.51% | $16.36M |
| Cincinnati specialty underwriters insurance | 95.00K | 2.46% | $8.93M |
| London & capital asset management | 364.83K | 2.42% | $28.62M |
| Franklin, parlapiano, turner & welch | 93.56K | 2.38% | $8.80M |
| Beck bode | 148.27K | 2.34% | $11.63M |
| Cbre investment management listed real assets | 1.33M | 2.22% | $125.27M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 11.05M | 0.19% | 6.33M |
| Raymond james financial | 2.01M | 0.07% | 2.01M |
| Janus henderson group | 1.47M | 0.07% | 1.43M |
| Blackrock funding, inc. /de | 30.18M | 0.06% | 920.14K |
| Nuveen asset management | 3.94M | 0.10% | 526.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -958.29K |
| American century companies | 1.70M | 0.09% | -764.77K |
| State street | 21.57M | 0.07% | -757.35K |
| Qube research | 213.94K | 0.03% | -755.95K |
| Legal & general group | 2.39M | 0.06% | -688.72K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 2.01M | 0.07% | 2.01M | $188.88M |
| Donaldson capital management | 387.29K | 1.39% | 387.29K | $36.42M |
| Adage capital partners gp | 295.61K | 0.05% | 295.61K | $27.80M |
| Susquehanna fundamental investments | 245.03K | 0.33% | 245.03K | $23.04M |
| Parallax volatility advisers | 222.10K | 0.04% | 222.10K | $17.43M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| Westend advisors | -4.00 |
| Jamison private wealth management | -5.00 |
| Clarivest asset management | -5.00 |
| Claris advisors, llc / mo / | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 1,077 | -5.36% | 232,677,209 | -7.88% | 73 | 1.15% | 544 | -5.56% | 322 | -4.45% |
| Sep 30, 2024 | 1,123 | 3.60% | 252,003,557 | 2.53% | 79 | 1.32% | 564 | 5.22% | 336 | 2.44% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.98M | 3.14% | 34.77K |
| Vanguard US Total Market Shares ETF | 10.01M | 3.14% | 7.59K |
| Vanguard Institutional 500 Index Trust | 8.77M | 2.76% | 61.91K |
| Vanguard Mid Cap Index Institutional | 6.83M | 2.15% | 29.69K |
| Vanguard Equity-Income Inv | 4.92M | 1.55% | 3.52M |
| The Utilities Select Sector SPDR® ETF | 4.68M | 1.47% | 25.90K |
| DWS Top Dividende LD | 4.14M | 1.30% | -5.00 |
| Fidelity 500 Index | 3.96M | 1.25% | 17.65K |
| SPDR® S&P 500 ETF | 3.94M | 1.23% | -57.20K |
| iShares Core S&P 500 ETF | 3.88M | 1.22% | 11.22K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 04, 2025 | KLAPPA GALE E | - | Sell | $1.09M |
| Mar 03, 2025 | KLAPPA GALE E | - | Sell | $1.08M |
| Mar 03, 2025 | KLAPPA GALE E | - | Sell | $1.08M |
| Mar 03, 2025 | KLAPPA GALE E | - | Sell | $1.08M |
| Mar 03, 2025 | KLAPPA GALE E | - | Sell | $1.08M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 9 |
| 2024 Q4 | - | 11 |
| 2024 Q3 | - | 5 |
| 2024 Q2 | - | - |
WEC Ownership FAQ
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