Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in WEC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 33.0M | $3.83B | +0.4% | 10.147% | 0.07% |
| 2 | STATE STREET CORP | 21.2M | $2.46B | +2.6% | 6.522% | 0.08% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 21.1M | $2.45B | β | 6.492% | 0.06% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.8M | $1.94B | β | 5.149% | 0.10% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 9.1M | $1.05B | +3.0% | 2.796% | 0.07% |
| 6 | WELLS FARGO & COMPANY/MN | 8.6M | $991.0M | +3.3% | 2.628% | 0.22% |
| 7 | BANK OF AMERICA CORP /DE/ | 8.0M | $922.7M | +7.2% | 2.447% | 0.07% |
| 8 | DEUTSCHE BANK AG\ | 5.9M | $686.7M | -3.2% | 1.821% | 0.23% |
| 9 | AMERIPRISE FINANCIAL INC | 5.7M | $656.5M | +21.1% | 1.740% | 0.15% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.4M | $629.9M | +2.0% | 1.671% | 0.10% |
| 11 | WELLINGTON MANAGEMENT GROUP LLP | 4.8M | $558.3M | -46.6% | 1.481% | 0.10% |
| 12 | MORGAN STANLEY | 4.7M | $549.1M | +16.6% | 1.456% | 0.03% |
| 13 | Invesco Ltd. | 4.6M | $535.0M | +2.2% | 1.419% | 0.08% |
| 14 | FRANKLIN RESOURCES INC | 4.4M | $513.3M | +32.1% | 1.361% | 0.13% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 3.6M | $419.5M | +22.0% | 1.113% | 0.11% |
| 16 | Nuveen, LLC | 3.6M | $415.7M | +2.9% | 1.103% | 0.11% |
| 17 | FEDERATED HERMES, INC. | 3.4M | $396.4M | +55.1% | 1.051% | 0.64% |
| 18 | NORTHERN TRUST CORP | 3.4M | $391.6M | -7.1% | 1.039% | 0.05% |
| 19 | Legal & General Group Plc | 2.6M | $304.2M | -1.9% | 0.807% | 0.07% |
| 20 | PNC FINANCIAL SERVICES GROUP, INC. | 2.6M | $297.6M | +0.3% | 0.789% | 0.17% |
| 21 | RAYMOND JAMES FINANCIAL INC | 2.5M | $287.1M | +20.6% | 0.761% | 0.09% |
| 22 | Clearbridge Investments, LLC | 2.2M | $251.1M | -33.0% | 0.666% | 0.22% |
| 23 | Bank of New York Mellon Corp | 2.0M | $233.2M | -0.2% | 0.618% | 0.04% |
| 24 | GOLDMAN SACHS GROUP INC | 1.9M | $222.1M | +58.6% | 0.589% | 0.03% |
| 25 | MAIRS & POWER INC | 1.9M | $221.2M | +0.1% | 0.587% | 2.26% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in WEC β a direct measure of their conviction.
Filings activity in WEC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new WEC position in Q1 2026
Institutions that fully closed their WEC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,338 | +3.1% | 82.99% | +7.93 pp | $30.67B | +11% |
| Q4 2025 | 1,298 | +3.7% | 75.06% | 5.91 pp | $27.73B | 7.3% |
| Q3 2025 | 1,252 | +2.0% | 80.97% | +8.01 pp | $29.92B | +11% |
| Q2 2025 | 1,227 | +0.5% | 72.96% | +0.08 pp | $26.96B | +0.1% |
| Q1 2025 | 1,221 | +6.5% | 72.88% | +8.94 pp | $26.93B | +14% |
| Q4 2024 | 1,147 | +5.5% | 63.94% | 2.70 pp | $23.63B | 4.0% |
| Q3 2024 | 1,087 | +4.7% | 66.64% | +4.32 pp | $24.62B | +6.9% |
| Q2 2024 | 1,038 | β | 62.32% | β | $23.03B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying WEC stock.
Based on Q1 2026 13F filings, institutional ownership of WEC Energy Group, Inc. stands at 83.0%, held across 1,338 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of WEC, with approximately 33,049,938 shares worth $3.83B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of WEC.
Our composite Smart Money Score for WEC is 53 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
165 institutions opened new positions in WEC during Q1 2026, while 125 fully exited. 999 added to existing positions and 166 trimmed.
WEC institutional ownership rose by 7.93 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 50.9% of all reported 13F value in WEC, and the top 25 account for 69.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
WEC Energy Group, Inc. (WEC) Institutional Ownership