WEC Energy Group Inc (WEC) Ownership

104.76 ↓0.95 (-0.90%)

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 39.9 million shares. Combined, the top 35 institutional holders of WEC own 78.30% of the company with a total of 250.8 million shares.

In the latest ownership report on June 30th 2025, the top 35 institutional holders increased their combined ownership of WEC by 2.8 million shares. 15 institutions bought 3,800,395 total additional shares and increased their ownership by an average of 3.91%. However 5 institutions sold 962,173 total shares and decreased their ownership by an average of 3.08%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of WEC Energy Group increased by a net total of 2,838,222 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	12.411%	2.086%	39,945,761	816,243	2025-06-30
BlackRock Inc	9.269%	1.348%	29,833,916	396,837	2025-06-30
State Street Corp	6.364%	-2.581%	20,484,016	-542,764	2025-06-30
Wellington Management Company LLP	3.285%	4.283%	10,572,067	434,171	2025-06-30
Geode Capital Management, LLC	2.670%	2.819%	8,594,608	235,653	2025-06-30
Wells Fargo & Co	2.505%	3.783%	8,062,945	293,890	2025-06-30
Bank of America Corp	2.253%	1.973%	7,250,360	140,255	2025-06-30
Deutsche Bank AG	1.734%	2.138%	5,582,381	116,848	2025-06-30
JPMorgan Chase & Co	1.646%	3.797%	5,297,386	193,782	2025-06-30
Charles Schwab Investment Management Inc	1.622%	0.157%	5,221,475	8,171	2025-06-30
Ameriprise Financial Inc	1.381%	3.960%	4,443,658	169,273	2025-06-30
Morgan Stanley - Brokerage Accounts	1.322%	13.498%	4,255,941	506,145	2025-06-30
Northern Trust Corp	1.158%	-6.912%	3,726,749	-276,715	2025-06-30
Nuveen, LLC	1.142%	-0.721%	3,674,656	-26,685	2025-06-30
Amvescap Plc.	0.992%	4.028%	3,194,297	123,693	2025-06-30
Envestnet Asset Management Inc	0.842%	7.537%	2,709,291	189,890	2025-06-30
Legal & General Group PLC	0.811%	6.660%	2,609,802	162,963	2025-06-30
RARE Infrastructure	0.735%	0.535%	2,364,236	12,581	2025-06-30
PNC Financial Services Group Inc	0.734%	-0.517%	2,363,036	-12,285	2025-06-30
Bank of New York Mellon Corp	0.659%	-4.660%	2,122,310	-103,724	2025-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.411%	2.086%	39,945,761	816,243	2025-06-30
BlackRock Inc	9.269%	1.348%	29,833,916	396,837	2025-06-30
Mizuho Securities USA Inc	8.191%	106,769.000%	26,020,496	25,996,148	2024-09-30
State Street Corporation	7.065%	25.411%	22,330,945	4,524,728	2024-03-31
State Street Corp	6.364%	-2.581%	20,484,016	-542,764	2025-06-30
Wellington Management Company LLP	3.285%	4.283%	10,572,067	434,171	2025-06-30
Geode Capital Management, LLC	2.670%	2.819%	8,594,608	235,653	2025-06-30
Wells Fargo & Co	2.505%	3.783%	8,062,945	293,890	2025-06-30
Bank of America Corp	2.253%	1.973%	7,250,360	140,255	2025-06-30
Deutsche Bank AG	1.734%	2.138%	5,582,381	116,848	2025-06-30
JPMorgan Chase & Co	1.646%	3.797%	5,297,386	193,782	2025-06-30
Charles Schwab Investment Management Inc	1.622%	0.157%	5,221,475	8,171	2025-06-30
Ameriprise Financial Inc	1.381%	3.960%	4,443,658	169,273	2025-06-30
Morgan Stanley - Brokerage Accounts	1.322%	13.498%	4,255,941	506,145	2025-06-30
Nuveen Asset Management, LLC	1.233%	15.426%	3,935,857	526,014	2024-12-31
Northern Trust Corp	1.158%	-6.912%	3,726,749	-276,715	2025-06-30
Nuveen, LLC	1.142%	-0.721%	3,674,656	-26,685	2025-06-30
Amvescap Plc.	0.992%	4.028%	3,194,297	123,693	2025-06-30
Goldman Sachs Group Inc	0.963%	130.164%	3,041,288	1,719,932	2023-12-31
Envestnet Asset Management Inc	0.842%	7.537%	2,709,291	189,890	2025-06-30
Legal & General Group PLC	0.811%	6.660%	2,609,802	162,963	2025-06-30
American Century Companies Inc	0.776%	-3.874%	2,466,603	-99,398	2024-09-30
RARE Infrastructure	0.735%	0.535%	2,364,236	12,581	2025-06-30
PNC Financial Services Group Inc	0.734%	-0.517%	2,363,036	-12,285	2025-06-30
T. Rowe Price Investment Management,Inc.	0.737%	5,173.600%	2,329,667	2,285,491	2024-03-31
Magellan Asset Management Limited	0.728%	-2.769%	2,311,777	-65,830	2024-09-30
Pictet Asset Manangement SA	0.715%	-9.191%	2,260,621	-228,802	2024-06-30
Bank of New York Mellon Corp	0.659%	-4.660%	2,122,310	-103,724	2025-06-30
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
Earnest Partners LLC	0.632%	1.561%	2,015,758	30,989	2024-12-31
Qube Research & Technologies	0.632%	66.965%	1,999,547	801,962	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

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 34 mutual fund holders of WEC own 42.54% of the company with a total of 136 million shares.

In the latest ownership report on August 31st 2025, the top 34 fund holders increased their combined ownership of WEC by 43 thousand shares. 1 funds bought 47,311 total additional shares and increased their ownership by an average of 1.24%. However 1 funds sold 4,168 total shares and decreased their ownership by an average of 0.08%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding WEC Energy Group increased by a net total of 43,143 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	1.606%	-0.081%	5,170,437	-4,168	2025-08-31
SPDR® S&P 500® ETF	1.200%	1.240%	3,863,494	47,311	2025-08-31
iShares Core S&P 500 ETF	1.193%	0.000%	3,839,739	0	2025-08-31
SPDR® S&P Dividend ETF	0.849%	0.000%	2,732,701	0	2025-08-31
iShares Select Dividend ETF	0.635%	0.000%	2,042,837	0	2025-08-31
iShares MSCI USA Min Vol Factor ETF	0.563%	0.000%	1,810,916	0	2025-08-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.118%	-2.344%	10,034,941	-240,835	2025-07-31
Vanguard US Total Market Shares ETF	3.136%	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	2.831%	0.687%	9,035,626	61,650	2025-05-31
Vanguard 500 Index Investor	2.455%	-12.779%	7,901,039	-1,157,647	2025-07-31
Vanguard Mid Cap Index Institutional	2.212%	1.093%	7,118,551	76,939	2025-07-31
The Utilities Select Sector SPDR® ETF	1.606%	-0.081%	5,170,437	-4,168	2025-08-31
DWS Top Dividende LD	1.287%	0.000%	4,142,410	-1	2025-07-31
Fidelity 500 Index	1.257%	0.043%	4,045,346	1,718	2025-07-31
Utilities Select Sector SPDR® ETF	1.255%	1.714%	3,962,139	66,752	2024-05-30
SPDR® S&P 500 ETF	1.234%	-1.432%	3,937,749	-57,196	2025-03-31
SPDR® S&P 500® ETF	1.200%	1.240%	3,863,494	47,311	2025-08-31
iShares Core S&P 500 ETF	1.193%	0.000%	3,839,739	0	2025-08-31
SPDR® S&P 500® ETF Trust	1.206%	-0.524%	3,832,842	-20,196	2025-03-31
Vanguard Equity-Income Inv	1.172%	5.577%	3,773,302	199,331	2025-06-30
SPDR® S&P 500 ETF Trust	1.194%	0.699%	3,771,649	26,180	2024-05-30
Fidelity® 500 Index	1.165%	0.640%	3,675,701	23,387	2023-11-30
T. Rowe Price Capital Appreciation	0.953%	0.000%	3,004,919	3,004,919	2023-09-30
Vanguard Value Index Inv	0.879%	-0.141%	2,828,337	-3,981	2025-07-31
SPDR® S&P Dividend ETF	0.849%	0.000%	2,732,701	0	2025-08-31
Columbia Dividend Value	0.753%	-0.547%	2,424,351	-13,322	2025-06-30
Columbia Dividend Income Inst	0.752%	-0.166%	2,420,333	-4,018	2025-07-31
JPMorgan Mid Cap Value L	0.732%	1.975%	2,355,957	45,626	2025-07-31
JPM US Mid Cap Value-Composite	0.718%	2.860%	2,310,331	64,244	2025-06-30
JPM US Mid Cap Value-MA	0.704%	1.922%	2,246,087	42,353	2025-03-31
Pictet Glbl Sel Fd Glbl Utilities Eq P	0.701%	-3.703%	2,216,639	-85,227	2024-04-30
iShares Select Dividend ETF	0.635%	0.000%	2,042,837	0	2025-08-31
Vanguard Wellesley® Income Inv	0.640%	-2.491%	2,041,332	-52,141	2024-12-31
Vanguard Utilities ETF	0.629%	-0.067%	2,025,828	-1,364	2025-07-31
Vanguard Mid-Cap Value ETF	0.624%	-0.050%	2,007,959	-999	2025-07-31
Vanguard Institutional Index I	0.599%	-1.154%	1,927,925	-22,512	2025-07-31
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
iShares MSCI USA Min Vol Factor ETF	0.563%	0.000%	1,810,916	0	2025-08-31