WEC ENERGY GROUP INC WEC
$118.83
+2.2% 52w: $99.52 – $118.85
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data99.52109.19118.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.4K
+26 QoQ
13F value
$32.45B
+11.9% QoQ
Smart-money holders
92
signal tier ≥ 2
New smart buyers
13
Q1 2026
Options barometer
2.4×
$70.8M calls / $30.0M puts
Institutional value by quarter
Number of holders
Who owns WEC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 33.0M | $3.83B | 0.1% | +0.4% |
| STATE STREET CORP | Index provider | 21.2M | $2.46B | 0.1% | +2.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 21.1M | $2.45B | 0.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 16.8M | $1.94B | 0.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 9.1M | $1.05B | 0.1% | +3.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 8.6M | $991.0M | 0.2% | +3.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 8.0M | $922.7M | 0.1% | +7.2% |
| DEUTSCHE BANK AG\ | Bank broker | 5.9M | $686.7M | 0.2% | -3.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 5.7M | $656.5M | 0.2% | +21.1% |
| JPMORGAN CHASE & CO | Bank broker | 5.5M | $637.4M | 0.0% | +26.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 5.4M | $629.9M | 0.1% | +2.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 4.8M | $558.3M | 0.1% | -46.6% |
| MORGAN STANLEY | Bank broker | 4.7M | $549.1M | 0.0% | +16.6% |
| Invesco Ltd. | Index provider | 4.6M | $535.0M | 0.1% | +2.2% |
| FRANKLIN RESOURCES INC | Long only active | 4.4M | $513.3M | 0.1% | +32.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.6M | $419.5M | 0.1% | +22.0% |
| Nuveen, LLC | Diversified mechanical | 3.6M | $415.7M | 0.1% | +2.9% |
| FEDERATED HERMES, INC. | Diversified mechanical | 3.4M | $396.4M | 0.6% | +55.1% |
| NORTHERN TRUST CORP | Index provider | 3.4M | $391.6M | 0.1% | -7.1% |
| Legal & General Group Plc | Diversified mechanical | 2.6M | $304.2M | 0.1% | -1.9% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.6M | $297.6M | 0.2% | +0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.5M | $287.1M | 0.1% | +20.6% |
| Clearbridge Investments, LLC | Other | 2.2M | $251.1M | 0.2% | -33.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.0M | $233.2M | 0.0% | -0.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.9M | $222.1M | 0.0% | +58.6% |
| MAIRS & POWER INC | Other | 1.9M | $221.2M | 2.3% | +0.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.8M | $212.1M | 0.1% | — |
| Qube Research & Technologies Ltd | Quant stat arb | 1.8M | $209.7M | 0.3% | +83.6% |
| EARNEST PARTNERS LLC | Other | 1.7M | $200.7M | 0.8% | -2.7% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $196.7M | 0.0% | +1.2% |
| Rathbones Group PLC | Other | 1.7M | $191.8M | 0.4% | +5.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.6M | $181.3M | 0.0% | +1.6% |
| UBS Group AG | Bank broker | 1.5M | $175.8M | 0.0% | -10.8% |
| BARCLAYS PLC | Bank broker | 1.5M | $168.0M | 0.1% | +142.9% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC ★2 | Fundamental diversified | 1.4M | $159.3M | 2.4% | +3.0% |
| FMR LLC | Long only active | 1.3M | $152.1M | 0.0% | +1.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.3M | $148.9M | 0.0% | +3.4% |
| Magellan Asset Management Ltd ★2 | Fundamental diversified | 1.3M | $146.0M | 1.9% | -1.9% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 1.2M | $143.2M | 2.2% | -6.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $142.9M | 0.1% | +4.6% |
| LPL Financial LLC | Bank broker | 1.2M | $138.7M | 0.0% | +23.1% |
| Soroban Capital Partners LP ★3 | Fundamental concentrated | 1.2M | $138.7M | 1.0% | -13.7% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 1.2M | $138.4M | 0.1% | -7.0% |
| CITIGROUP INC | Bank broker | 1.2M | $137.1M | 0.1% | +266.5% |
| BESSEMER GROUP INC | Diversified mechanical | 1.1M | $133.0M | 0.2% | +1.6% |
| CRAWFORD INVESTMENT COUNSEL INC | Other | 1.1M | $126.4M | 2.2% | +0.2% |
| BAHL & GAYNOR INC | Other | 1.0M | $119.4M | 0.6% | -2.1% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Other | 981.3K | $113.6M | 1.2% | 0.0% |
| CINCINNATI INSURANCE CO ★2 | Fundamental diversified | 978.3K | $113.3M | 1.7% | Held |
| Swiss National Bank | Index provider | 954.7K | $110.5M | 0.1% | +8.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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