WEC Energy Group Inc (WEC) Ownership

82.63 ↑0.67 (0.82%)

As of April 24, 2024, 4:00pm 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 41.7 million shares. Combined, the top 26 institutional holders of WEC own 55.93% of the company with a total of 176.6 million shares.

In the latest ownership report on December 31st 2023, the top 26 institutional holders increased their combined ownership of WEC by 4.1 million shares. 10 institutions bought 5,948,476 total additional shares and increased their ownership by an average of 23.65%. However 11 institutions sold 1,860,087 total shares and decreased their ownership by an average of 3.43%.

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 4,088,389 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	13.194%	-0.466%	41,668,487	-195,179	2023-12-31
BlackRock Inc	9.115%	-0.828%	28,785,883	-240,357	2023-12-31
State Street Corporation	5.638%	1.244%	17,806,217	218,840	2023-12-31
Wells Fargo & Co	2.403%	-1.166%	7,587,922	-89,517	2023-12-31
Geode Capital Management, LLC	2.310%	2.130%	7,294,872	152,108	2023-12-31
Amvescap Plc.	1.926%	44.227%	6,081,006	1,864,742	2023-12-31
Bank of America Corp	1.811%	-3.306%	5,718,562	-195,540	2023-12-31
Deutsche Bank AG	1.755%	0.837%	5,541,942	46,017	2023-12-31
Magellan Asset Management Limited	1.501%	-7.743%	4,740,436	-397,846	2023-12-31
JPMorgan Chase & Co	1.320%	-2.979%	4,167,763	-127,966	2023-12-31
Ameriprise Financial Inc	1.316%	17.616%	4,154,930	622,311	2023-12-31
Northern Trust Corp	1.289%	2.939%	4,071,148	116,219	2023-12-31
Morgan Stanley - Brokerage Accounts	1.268%	19.414%	4,005,369	651,188	2023-12-31
Nuveen Asset Management, LLC	1.223%	0.532%	3,863,469	20,435	2023-12-31
Legal & General Group PLC	1.147%	17.386%	3,623,530	536,684	2023-12-31
Pictet Asset Manangement SA	1.106%	-4.521%	3,492,513	-165,371	2023-12-31
Goldman Sachs Group Inc	0.963%	130.164%	3,041,288	1,719,932	2023-12-31
PNC Financial Services Group Inc	0.777%	-2.640%	2,453,676	-66,520	2023-12-31
Bank of New York Mellon Corp	0.753%	-13.484%	2,379,183	-370,821	2023-12-31
California Public Employees Retrmnt Sys	0.619%	-0.522%	1,955,783	-10,271	2023-12-31
Principal Financial Group Inc	0.587%	-0.038%	1,850,917	-699	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	13.194%	-0.466%	41,668,487	-195,179	2023-12-31
BlackRock Inc	9.115%	-0.828%	28,785,883	-240,357	2023-12-31
State Street Corporation	5.638%	1.244%	17,806,217	218,840	2023-12-31
Wells Fargo & Co	2.403%	-1.166%	7,587,922	-89,517	2023-12-31
Geode Capital Management, LLC	2.310%	2.130%	7,294,872	152,108	2023-12-31
Amvescap Plc.	1.926%	44.227%	6,081,006	1,864,742	2023-12-31
Bank of America Corp	1.811%	-3.306%	5,718,562	-195,540	2023-12-31
Deutsche Bank AG	1.755%	0.837%	5,541,942	46,017	2023-12-31
Magellan Asset Management Limited	1.501%	-7.743%	4,740,436	-397,846	2023-12-31
T. Rowe Price Investment Management,Inc.	1.483%	64.058%	4,677,229	1,826,273	2023-09-30
JPMorgan Chase & Co	1.320%	-2.979%	4,167,763	-127,966	2023-12-31
Ameriprise Financial Inc	1.316%	17.616%	4,154,930	622,311	2023-12-31
Northern Trust Corp	1.289%	2.939%	4,071,148	116,219	2023-12-31
Morgan Stanley - Brokerage Accounts	1.268%	19.414%	4,005,369	651,188	2023-12-31
Nuveen Asset Management, LLC	1.223%	0.532%	3,863,469	20,435	2023-12-31
Legal & General Group PLC	1.147%	17.386%	3,623,530	536,684	2023-12-31
Pictet Asset Manangement SA	1.106%	-4.521%	3,492,513	-165,371	2023-12-31
Goldman Sachs Group Inc	0.963%	130.164%	3,041,288	1,719,932	2023-12-31
PNC Financial Services Group Inc	0.777%	-2.640%	2,453,676	-66,520	2023-12-31
Bank of New York Mellon Corp	0.753%	-13.484%	2,379,183	-370,821	2023-12-31
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
California Public Employees Retrmnt Sys	0.619%	-0.522%	1,955,783	-10,271	2023-12-31
Caisse De Depot Et Placement Du Quebec	0.615%	-9.795%	1,938,548	-210,500	2023-09-30
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 9.9 million shares. Combined, the top 28 mutual fund holders of WEC own 33.76% of the company with a total of 106.6 million shares.

In the latest ownership report on March 31st 2024, the top 28 fund holders increased their combined ownership of WEC by 14 thousand shares. 1 funds bought 55,480 total additional shares and increased their ownership by an average of 1.38%. However 2 funds sold 41,283 total shares and decreased their ownership by an average of 0.53%.

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 14,197 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Dividend ETF	1.292%	1.378%	4,081,364	55,480	2024-03-31
Utilities Select Sector SPDR® ETF	1.262%	-0.294%	3,985,077	-11,737	2024-03-31
SPDR® S&P 500 ETF Trust	1.206%	-0.770%	3,807,179	-29,546	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.133%	-0.314%	9,894,512	-31,205	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.098%	1.757%	9,771,664	168,763	2023-03-31
Vanguard Institutional 500 Index Trust	2.494%	1.000%	7,875,199	77,976	2024-02-29
Vanguard 500 Index Investor	2.412%	0.711%	7,606,623	53,711	2023-08-31
Vanguard Mid Cap Index Institutional	2.232%	-0.269%	7,048,526	-19,002	2024-02-29
DWS Top Dividende LD	1.312%	0.000%	4,142,401	-4	2024-02-29
SPDR® S&P Dividend ETF	1.292%	1.378%	4,081,364	55,480	2024-03-31
Utilities Select Sector SPDR® ETF	1.262%	-0.294%	3,985,077	-11,737	2024-03-31
SPDR® S&P 500 ETF Trust	1.206%	-0.770%	3,807,179	-29,546	2024-03-31
Fidelity 500 Index	1.198%	1.017%	3,783,160	38,074	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	3,675,701	23,387	2023-11-30
iShares Core S&P 500 ETF	1.035%	0.741%	3,270,034	24,064	2024-03-28
Pictet Glbl Sel Fd Glbl Utilities Eq P	1.029%	-4.878%	3,250,783	-166,714	2023-12-31
T. Rowe Price Capital Appreciation	0.953%	0.000%	3,004,919	3,004,919	2023-09-30
iShares Select Dividend ETF	0.902%	0.413%	2,848,016	11,726	2024-03-28
Vanguard Value Index Inv	0.835%	0.343%	2,636,783	9,009	2024-02-29
Columbia Dividend Income Inst	0.790%	0.000%	2,494,981	0	2024-02-29
Columbia Dividend Value	0.790%	-0.897%	2,494,981	-22,578	2023-12-31
JPM US Mid Cap Value-MA	0.769%	36,474.600%	2,427,091	2,420,455	2023-09-30
JPM US Mid Cap Value-Composite	0.754%	-1.888%	2,381,258	-45,833	2023-12-31
JPMorgan Mid Cap Value L	0.754%	0.000%	2,381,258	0	2024-02-29
Vanguard Mid-Cap Value ETF	0.738%	-2.779%	2,329,199	-66,574	2024-02-29
iShares MSCI USA Min Vol Factor ETF	0.666%	0.000%	2,102,771	0	2024-03-28
Vanguard Institutional Index I	0.658%	-0.339%	2,078,042	-7,065	2024-02-29
JPMorgan Equity Premium Income ETF	0.607%	1.095%	1,914,006	20,724	2023-01-31
Vanguard Utilities ETF	0.605%	-0.409%	1,910,967	-7,841	2024-02-29
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