WEC ENERGY GROUP INC (WEC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 280,774,057 shares against 325,849,383 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.9B | 33,321,277 | 0.06% | 8q | +0.8%+$31.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5B | 21,255,153 | 0.05% | 2q | +0.5%+$12.6M |
| STATE STREET CORP | $2.5B | 21,094,044 | 0.07% | 31q | -0.7%-$17.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.0B | 16,877,935 | 0.09% | 2q | +0.6%+$12.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 9,240,374 | 0.06% | 31q | +1.5%+$15.6M |
| BANK OF AMERICA CORP /DE/ | $1.0B | 8,605,748 | 0.06% | 31q | +8.0%+$74.2M |
| WELLS FARGO & COMPANY/MN | $1.0B | 8,572,855 | 0.16% | 31q | HELD |
| DEUTSCHE BANK AG\ | $706.9M | 6,053,574 | 0.21% | 34q | +2.1%+$14.2M |
| AMERIPRISE FINANCIAL INC | $680.8M | 5,822,834 | 0.14% | 31q | +2.7%+$18.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $629.7M | 5,385,908 | 0.08% | 31q | -1.0%-$6.5M |
| JPMORGAN CHASE & CO | $611.3M | 5,161,378 | 0.03% | 31q | -6.6%-$43.3M |
| FRANKLIN RESOURCES INC | $545.4M | 4,670,940 | 0.12% | 31q | +5.3%+$27.7M |
| Invesco Ltd. | $539.4M | 4,618,948 | 0.04% | 31q | HELD |
| MORGAN STANLEY | $501.2M | 4,291,770 | 0.03% | 35q | -9.5%-$52.7M |
| FEDERATED HERMES, INC. | $481.7M | 4,125,344 | 0.69% | 31q | +20.5%+$81.9M |
| ENVESTNET ASSET MANAGEMENT INC | $436.1M | 3,734,979 | 0.10% | 31q | +3.1%+$13.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $417.2M | 3,572,456 | 0.07% | 11q | -25.9%-$146.0M |
| NORTHERN TRUST CORP | $407.6M | 3,490,269 | 0.05% | 31q | +3.2%+$12.5M |
| BARCLAYS PLC | $375.8M | 3,217,999 | 0.07% | 31q | +121.8%+$206.3M |
| Nuveen, LLC | $335.7M | 2,875,006 | 0.08% | 6q | -19.9%-$83.6M |
| RAYMOND JAMES FINANCIAL INC | $301.9M | 2,585,441 | 0.08% | 7q | +4.3%+$12.4M |
| Legal & General Group Plc | $299.1M | 2,561,444 | 0.06% | 31q | -2.5%-$7.7M |
| PNC Financial Services Group, Inc. | $296.5M | 2,539,022 | 0.15% | 31q | -1.2%-$3.7M |
| Clearbridge Investments, LLC | $248.9M | 2,131,128 | 0.21% | 31q | -1.7%-$4.4M |
| Bank of New York Mellon Corp | $228.8M | 1,959,186 | 0.04% | 31q | -2.7%-$6.4M |
| VANGUARD FIDUCIARY TRUST CO | $213.5M | 1,828,170 | 0.05% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $211.7M | 1,812,599 | 0.02% | 31q | -5.5%-$12.3M |
| MAIRS & POWER INC | $208.8M | 1,787,905 | 1.92% | 31q | -6.4%-$14.3M |
| Qube Research & Technologies Ltd | $206.9M | 1,771,741 | 0.19% | 11q | -2.2%-$4.6M |
| EARNEST PARTNERS LLC | $198.7M | 1,701,405 | 0.72% | 31q | -1.8%-$3.7M |
| ROYAL BANK OF CANADA | $194.9M | 1,668,840 | 0.03% | 31q | -1.8%-$3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $192.0M | 1,644,319 | 0.03% | 31q | +5.0%+$9.1M |
| CITIGROUP INC | $182.6M | 1,563,755 | 0.06% | 31q | +32.0%+$44.3M |
| UBS Group AG | $173.5M | 1,485,416 | 0.02% | 31q | -2.2%-$3.8M |
| LPL Financial LLC | $156.6M | 1,340,850 | 0.04% | 31q | +11.9%+$16.6M |
| DIMENSIONAL FUND ADVISORS LP | $154.1M | 1,319,446 | 0.03% | 31q | +2.6%+$3.9M |
| Bahl & Gaynor LLC | $151.4M | 1,296,735 | 0.70% | 31q | +25.7%+$31.0M |
| STIFEL FINANCIAL CORP | $145.3M | 1,244,577 | 0.12% | 31q | +0.8%+$1.2M |
| Magellan Asset Management Ltd | $144.6M | 1,238,180 | 3.23% | 31q | -1.8%-$2.7M |
| FMR LLC | $142.5M | 1,219,960 | 0.01% | 31q | -7.2%-$11.0M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $139.1M | 1,191,332 | 2.17% | 14q | -3.7%-$5.3M |
| BESSEMER GROUP INC | $134.4M | 1,150,586 | 0.18% | 31q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $131.1M | 1,122,849 | 0.06% | 31q | -6.0%-$8.4M |
| Caisse de depot et placement du Quebec | $128.3M | 1,098,659 | 0.18% | 15q | +60.8%+$48.5M |
| Soroban Capital Partners LP | $122.7M | 1,051,141 | 0.26% | 11q | -12.3%-$17.2M |
| CRAWFORD INVESTMENT COUNSEL INC | $122.7M | 1,050,739 | 2.04% | 31q | -3.8%-$4.8M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $117.2M | 1,003,363 | 1.63% | 20q | -27.1%-$43.5M |
| AMERICAN CENTURY COMPANIES INC | $116.9M | 1,001,490 | 0.05% | 31q | +249.7%+$83.5M |
| FIRST TRUST ADVISORS LP | $115.1M | 985,524 | 0.07% | 31q | +69.7%+$47.2M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $114.4M | 979,934 | 1.08% | 31q | HELD |
| CINCINNATI INSURANCE CO | $114.2M | 978,300 | 1.65% | 31q | HELD |
| Swiss National Bank | $107.3M | 918,687 | 0.06% | 31q | -3.8%-$4.2M |
| Squarepoint Ops LLC | $99.1M | 848,697 | 0.11% | 16q | -2.4%-$2.5M |
| Rathbones Group PLC | $97.6M | 835,830 | 0.36% | 31q | -49.5%-$95.8M |
| Energy Income Partners, LLC | $97.6M | 835,526 | 1.53% | 31q | +9.1%+$8.2M |
| REAVES W H & CO INC | $96.0M | 822,305 | 1.46% | 4q | +46.1%+$30.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $95.4M | 816,948 | 0.05% | 31q | +11.5%+$9.8M |
| Sumitomo Mitsui Trust Group, Inc. | $89.9M | 769,993 | 0.05% | 31q | -1.3%-$1.2M |
| SEI INVESTMENTS CO | $85.4M | 731,639 | 0.08% | 31q | -0.7%-$623.4K |
| Vanguard Global Advisers, LLC | $82.0M | 702,368 | 0.04% | 2q | -1.2%-$966.4K |
| BNP PARIBAS FINANCIAL MARKETS | $80.6M | 690,049 | 0.03% | 31q | -13.5%-$12.6M |
| Jupiter Topco LLC | $80.0M | 685,202 | 0.03% | new | FIRST |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $79.7M | 682,599 | 0.70% | 6q | +0.5%+$425.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $79.6M | 681,958 | 0.05% | 2q | +11.6%+$8.3M |
| HSBC HOLDINGS PLC | $72.3M | 617,881 | 0.03% | 31q | +16.9%+$10.4M |
| Employees Retirement System of Texas | $71.9M | 615,533 | 0.57% | 24q | -1.7%-$1.2M |
| RHUMBLINE ADVISERS | $70.9M | 607,235 | 0.05% | 31q | +1.5%+$1.1M |
| DEARBORN PARTNERS LLC | $69.6M | 599,161 | 1.93% | 31q | +90.5%+$33.1M |
| GABELLI FUNDS LLC | $68.2M | 584,270 | 0.44% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $67.8M | 580,502 | 0.02% | 31q | HELD |
| BANK OF MONTREAL /CAN/ | $67.5M | 578,191 | 0.02% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $65.7M | 562,657 | 0.02% | 4q | -0.9%-$626.5K |
| Baird Financial Group, Inc. | $65.6M | 561,785 | 0.09% | 31q | +1.4%+$917.3K |
| California Public Employees Retirement System | $64.7M | 554,114 | 0.04% | 31q | -18.3%-$14.5M |
| CITADEL ADVISORS LLC | $64.5M incl. $9.1M options CALL+PUT | 474,543 | 0.01% | 31q | +10.0%+$5.8M |
| SOROS FUND MANAGEMENT LLC | $61.7M | 528,369 | 0.76% | 3q | +3.0%+$1.8M |
| W1M Asset Management Ltd | $61.5M | 527,164 | 0.56% | 17q | +2.6%+$1.6M |
| BENJAMIN EDWARDS INC | $60.5M | 517,902 | 0.55% | 30q | -11.4%-$7.8M |
| WESTWOOD HOLDINGS GROUP INC | $59.8M | 512,469 | 0.45% | 31q | -30.7%-$26.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $59.3M | 508,014 | 0.01% | 31q | +0.8%+$467.3K |
| VAUGHAN DAVID INVESTMENTS LLC/IL | $58.8M | 503,722 | 1.17% | 31q | +1.2%+$712.8K |
| OLD REPUBLIC INTERNATIONAL CORP | $55.7M | 477,179 | 2.09% | 31q | HELD |
| Pictet Asset Management Holding SA | $55.7M | 476,669 | 0.05% | 12q | HELD |
| Amundi | $52.3M | 448,027 | 0.01% | 21q | +3.7%+$1.9M |
| DONALDSON CAPITAL MANAGEMENT, LLC | $52.3M | 447,934 | 1.49% | 7q | +1.3%+$686.7K |
| VICTORY CAPITAL MANAGEMENT INC | $50.9M | 435,542 | 0.03% | 31q | +1.4%+$687.0K |
| National Pension Service | $50.0M | 427,797 | 0.03% | 31q | +0.7%+$323.5K |
| Retirement Systems of Alabama | $49.1M | 420,190 | 0.15% | 31q | HELD |
| NATIXIS ADVISORS, LLC | $48.9M | 418,362 | 0.05% | 31q | +6.0%+$2.8M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $44.3M | 379,287 | 0.04% | 31q | +1.4%+$602.8K |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | $43.8M | 375,155 | 3.25% | 6q | HELD |
| NEUBERGER BERMAN GROUP LLC | $42.2M | 361,221 | 0.03% | 31q | -8.9%-$4.1M |
| T. Rowe Price Investment Management, Inc. | $42.0M | 359,579 | 0.03% | 14q | +4.1%+$1.7M |
| Quantinno Capital Management LP | $41.9M | 358,426 | 0.05% | 16q | +40.6%+$12.1M |
| ALLIANCEBERNSTEIN L.P. | $39.8M | 343,406 | 0.01% | 31q | +1.2%+$485.8K |
| MILLENNIUM MANAGEMENT LLC | $38.7M incl. $1.9M options CALL | 314,516 | 0.01% | 27q | +132.9%+$22.1M |
| MML INVESTORS SERVICES, LLC | $38.4M | 328,738 | 0.08% | 31q | +25.4%+$7.8M |
| Vanguard Investments Australia, Ltd. | $38.0M | 325,128 | 0.09% | 2q | +2.7%+$996.2K |
| US BANCORP \DE\ | $37.4M | 320,628 | 0.04% | 31q | -1.4%-$524.8K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $36.6M | 313,397 | 0.16% | 5q | -13.6%-$5.8M |
Showing the largest 100 of 1,418 reported holders.
Q2 2026 in brief
In Q2 2026, 1,418 managers that file Form 13F reported holding Wec Energy Group Inc (WEC), $32.8B in all, or about 86% of the shares outstanding. 121 managers opened a position and 95 sold out completely, against 1,392 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Life Cycle Investment Partners Ltd ($24.1M), Ilex Capital Partners (Uk) Llp ($8.8M) and Sciencast Management Lp ($4.0M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-11 | 2026-08-05 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-19 | Krueger Daniel | EVP WEC Infrastructure | Sold | 4,665 | $517.6K ×3 |
| 2026-08-11 | PAYNE ULICE JR | Director | Sold | 980 | $103.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 462 | $1.1B | 10,799,324 | 30 | 148 | 150 | 0.0% |
| Q2 2026 | 1,418 | $32.8B | 280,774,057 | 106 | 536 | 379 | 0.2% |
| Q1 2026 | 1,392 | $32.4B | 279,246,100 | 132 | 497 | 389 | 0.3% |
| Q4 2025 | 1,353 | $29.1B | 272,892,681 | 100 | 470 | 383 | 0.5% |
| Q3 2025 | 1,304 | $31.6B | 273,460,985 | 127 | 494 | 334 | 1.1% |
| Q2 2025 | 1,267 | $27.9B | 265,971,940 | 92 | 480 | 348 | 0.7% |
| Q1 2025 | 1,284 | $28.6B | 260,840,270 | 152 | 443 | 352 | 0.8% |
| Q4 2024 | 1,207 | $24.6B | 260,728,739 | 88 | 413 | 317 | 0.4% |
| Q3 2024 | 1,142 | $24.9B | 257,208,837 | 141 | 389 | 327 | 0.8% |
| Q2 2024 | 1,082 | $19.7B | 249,646,316 | 107 | 376 | 319 | 0.5% |
| Q1 2024 | 1,043 | $21.2B | 257,917,150 | 77 | 336 | 357 | 0.3% |
| Q4 2023 | 1,053 | $21.3B | 251,627,532 | 93 | 299 | 353 | 0.5% |
| Q3 2023 | 991 | $19.4B | 240,067,782 | 74 | 302 | 328 | 0.2% |
| Q2 2023 | 1,026 | $21.3B | 240,644,071 | 68 | 303 | 331 | 0.2% |
| Q1 2023 | 1,018 | $22.8B | 239,535,823 | 74 | 323 | 295 | 0.2% |
| Q4 2022 | 1,069 | $22.9B | 243,628,291 | 94 | 293 | 350 | 0.2% |
| Q3 2022 | 995 | $70.2B | 784,165,445 | 63 | 332 | 267 | 0.0% |
| Q2 2022 | 1,031 | $78.3B | 1,124,043,931 | 96 | 330 | 249 | 0.0% |
| Q1 2022 | 1,006 | $58.3B | 584,268,446 | 76 | 315 | 304 | 0.1% |
| Q4 2021 | 992 | $57.8B | 563,213,325 | 100 | 290 | 274 | 0.1% |
| Q3 2021 | 918 | $42.9B | 486,640,574 | 50 | 276 | 287 | 0.1% |
| Q2 2021 | 942 | $44.4B | 499,012,661 | 79 | 267 | 291 | 0.1% |
| Q1 2021 | 921 | $53.5B | 571,485,915 | 66 | 257 | 339 | 0.1% |
| Q4 2020 | 952 | $51.9B | 563,455,316 | 77 | 266 | 289 | 0.1% |
| Q3 2020 | 904 | $77.7B | 801,880,619 | 71 | 251 | 301 | 0.1% |
| Q2 2020 | 895 | $70.5B | 803,299,652 | 65 | 242 | 337 | 0.1% |
| Q1 2020 | 930 | $83.0B | 941,827,985 | 96 | 257 | 342 | 0.0% |
| Q4 2019 | 910 | $74.5B | 807,147,404 | 61 | 263 | 271 | 0.1% |
| Q3 2019 | 885 | $68.3B | 717,262,362 | 91 | 259 | 290 | 0.1% |
| Q2 2019 | 842 | $49.2B | 589,447,253 | 56 | 260 | 249 | 0.1% |
| Q1 2019 | 856 | $43.3B | 547,146,564 | 73 | 248 | 293 | 0.2% |
| Q4 2018 | 839 | $34.7B | 500,532,198 | 11 | 12 | 12 | 0.1% |