WEC Energy Group Inc (WEC) Ownership

99.27 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of WEC Energy Group Inc (WEC), owning a total of 39.7 million shares. Combined, the top 30 institutional holders of WEC own 64.08% of the company with a total of 202.7 million shares.

In the latest ownership report on June 30th 2024, the top 30 institutional holders decreased their combined ownership of WEC by 4 million shares. 9 institutions bought 2,884,030 total additional shares and increased their ownership by an average of 14.37%. However 12 institutions sold 6,901,431 total shares and decreased their ownership by an average of 11.27%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of WEC Energy Group decreased by a net total of -4,017,401 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.558%	0.138%	39,728,750	54,623	2024-06-30
BlackRock Inc	9.228%	1.019%	29,193,833	294,583	2024-06-30
State Street Corp	6.819%	-3.392%	21,573,595	-757,350	2024-06-30
Geode Capital Management, LLC	2.481%	2.847%	7,847,271	217,191	2024-06-30
Wells Fargo & Co	2.467%	-3.252%	7,804,098	-262,287	2024-06-30
Morgan Stanley - Brokerage Accounts	2.292%	1.945%	7,251,736	138,372	2024-06-30
Bank of America Corp	2.206%	6.414%	6,979,279	420,639	2024-06-30
Deutsche Bank AG	1.737%	-2.000%	5,494,756	-112,127	2024-06-30
Ameriprise Financial Inc	1.341%	1.464%	4,241,244	61,211	2024-06-30
JPMorgan Chase & Co	1.298%	-13.615%	4,107,183	-647,341	2024-06-30
Northern Trust Corp	1.189%	-0.497%	3,762,794	-18,788	2024-06-30
Nuveen Asset Management, LLC	1.105%	-4.309%	3,497,049	-157,463	2024-06-30
Legal & General Group PLC	1.049%	-8.074%	3,317,183	-291,341	2024-06-30
Amvescap Plc.	0.936%	-49.687%	2,960,892	-2,924,081	2024-06-30
American Century Companies Inc	0.811%	36.694%	2,566,001	688,812	2024-06-30
PNC Financial Services Group Inc	0.762%	-1.822%	2,408,981	-44,695	2024-06-30
Magellan Asset Management Limited	0.752%	-37.147%	2,377,607	-1,405,204	2024-06-30
Pictet Asset Manangement SA	0.715%	-9.191%	2,260,621	-228,802	2024-06-30
Bank of New York Mellon Corp	0.708%	-2.267%	2,240,178	-51,952	2024-06-30
Qube Research & Technologies	0.632%	66.965%	1,999,547	801,962	2024-06-30
Earnest Partners LLC	0.618%	11.820%	1,954,778	206,637	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.558%	0.138%	39,728,750	54,623	2024-06-30
BlackRock Inc	9.228%	1.019%	29,193,833	294,583	2024-06-30
State Street Corporation	7.065%	25.411%	22,330,945	4,524,728	2024-03-31
State Street Corp	6.819%	-3.392%	21,573,595	-757,350	2024-06-30
Geode Capital Management, LLC	2.481%	2.847%	7,847,271	217,191	2024-06-30
Wells Fargo & Co	2.467%	-3.252%	7,804,098	-262,287	2024-06-30
Morgan Stanley - Brokerage Accounts	2.292%	1.945%	7,251,736	138,372	2024-06-30
Bank of America Corp	2.206%	6.414%	6,979,279	420,639	2024-06-30
Deutsche Bank AG	1.737%	-2.000%	5,494,756	-112,127	2024-06-30
Ameriprise Financial Inc	1.341%	1.464%	4,241,244	61,211	2024-06-30
JPMorgan Chase & Co	1.298%	-13.615%	4,107,183	-647,341	2024-06-30
Northern Trust Corp	1.189%	-0.497%	3,762,794	-18,788	2024-06-30
Nuveen Asset Management, LLC	1.105%	-4.309%	3,497,049	-157,463	2024-06-30
Legal & General Group PLC	1.049%	-8.074%	3,317,183	-291,341	2024-06-30
Goldman Sachs Group Inc	0.963%	130.164%	3,041,288	1,719,932	2023-12-31
Amvescap Plc.	0.936%	-49.687%	2,960,892	-2,924,081	2024-06-30
American Century Companies Inc	0.811%	36.694%	2,566,001	688,812	2024-06-30
PNC Financial Services Group Inc	0.762%	-1.822%	2,408,981	-44,695	2024-06-30
Magellan Asset Management Limited	0.752%	-37.147%	2,377,607	-1,405,204	2024-06-30
T. Rowe Price Investment Management,Inc.	0.737%	5,173.600%	2,329,667	2,285,491	2024-03-31
Pictet Asset Manangement SA	0.715%	-9.191%	2,260,621	-228,802	2024-06-30
Bank of New York Mellon Corp	0.708%	-2.267%	2,240,178	-51,952	2024-06-30
FMR Inc	0.650%	6.409%	2,050,418	123,499	2023-03-31
T. Rowe Price Associates, Inc.	0.641%	-28.247%	2,023,318	-796,504	2023-06-30
Qube Research & Technologies	0.632%	66.965%	1,999,547	801,962	2024-06-30
Earnest Partners LLC	0.618%	11.820%	1,954,778	206,637	2024-06-30
Caisse De Depot Et Placement Du Quebec	0.615%	-9.795%	1,938,548	-210,500	2023-09-30
California Public Employees Retrmnt Sys	0.598%	-3.328%	1,890,705	-65,078	2024-03-31
Principal Financial Group Inc	0.587%	-0.038%	1,850,917	-699	2023-12-31
Charles Schwab Investment Management Inc	0.523%	3.134%	1,649,169	50,118	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of WEC Energy Group Inc (WEC), owning a total of 10 million shares. Combined, the top 31 mutual fund holders of WEC own 36.48% of the company with a total of 115.3 million shares.

In the latest ownership report on October 31st 2024, the top 31 fund holders increased their combined ownership of WEC by 40 thousand shares. 3 funds bought 31,748 total additional shares and increased their ownership by an average of 0.27%. However 2 funds sold 71,450 total shares and decreased their ownership by an average of 0.95%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding WEC Energy Group decreased by a net total of -39,702 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Utilities Select Sector SPDR® ETF	1.495%	0.132%	4,729,320	6,237	2024-10-31
SPDR® S&P 500® ETF Trust	1.218%	0.524%	3,853,147	20,088	2024-10-31
SPDR® S&P Dividend ETF	1.167%	-1.874%	3,692,752	-70,521	2024-10-31
iShares Core S&P 500 ETF	1.112%	0.154%	3,519,285	5,423	2024-10-31
iShares Select Dividend ETF	0.875%	-0.034%	2,766,503	-929	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.163%	0.076%	10,006,933	7,591	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.098%	1.757%	9,771,664	168,763	2023-03-31
Vanguard Institutional 500 Index Trust	2.617%	0.177%	8,278,852	14,660	2024-09-30
Vanguard 500 Index Investor	2.412%	0.711%	7,606,623	53,711	2023-08-31
Vanguard Mid Cap Index Institutional	2.116%	-0.951%	6,693,917	-64,279	2024-09-30
The Utilities Select Sector SPDR® ETF	1.495%	0.132%	4,729,320	6,237	2024-10-31
DWS Top Dividende LD	1.309%	0.000%	4,142,405	3	2024-09-30
Utilities Select Sector SPDR® ETF	1.255%	1.714%	3,962,139	66,752	2024-05-30
Fidelity 500 Index	1.228%	-0.137%	3,885,576	-5,317	2024-09-30
SPDR® S&P 500® ETF Trust	1.218%	0.524%	3,853,147	20,088	2024-10-31
SPDR® S&P 500 ETF Trust	1.194%	0.699%	3,771,649	26,180	2024-05-30
SPDR® S&P Dividend ETF	1.167%	-1.874%	3,692,752	-70,521	2024-10-31
Fidelity® 500 Index	1.165%	0.640%	3,675,701	23,387	2023-11-30
iShares Core S&P 500 ETF	1.112%	0.154%	3,519,285	5,423	2024-10-31
T. Rowe Price Capital Appreciation	0.953%	0.000%	3,004,919	3,004,919	2023-09-30
iShares Select Dividend ETF	0.875%	-0.034%	2,766,503	-929	2024-10-31
Vanguard Value Index Inv	0.846%	2.670%	2,677,712	69,639	2024-09-30
Columbia Dividend Income Inst	0.782%	0.000%	2,472,369	0	2024-09-30
Columbia Dividend Value	0.782%	-0.906%	2,472,369	-22,612	2024-09-30
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.701%	-3.703%	2,216,639	-85,227	2024-04-30
JPM US Mid Cap Value-Composite	0.697%	-6.603%	2,203,734	-155,804	2024-06-30
JPM US Mid Cap Value-MA	0.697%	0.000%	2,203,734	0	2024-09-30
JPMorgan Mid Cap Value L	0.697%	0.000%	2,203,734	0	2024-09-30
Vanguard Mid-Cap Value ETF	0.685%	0.008%	2,167,137	165	2024-09-30
Vanguard Wellesley® Income Inv	0.662%	0.000%	2,093,473	2,093,473	2024-09-30
Vanguard Institutional Index I	0.636%	-0.853%	2,010,483	-17,302	2024-09-30
Vanguard Utilities ETF	0.632%	1.934%	1,997,123	37,894	2024-08-31
iShares MSCI USA Min Vol Factor ETF	0.610%	-0.259%	1,928,470	-5,005	2024-09-30
JPMorgan Equity Premium Income ETF	0.607%	1.095%	1,914,006	20,724	2023-01-31
Vanguard Dividend Appreciation ETF	0.581%	0.818%	1,832,351	14,875	2023-12-31
Vanguard Equity-Income Inv	0.491%	5.375%	1,548,733	78,999	2023-09-30