| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.9M | $1.97B | +0.6% | 5.182% | 0.09% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 9.2M | $1.08B | +1.5% | 2.837% | 0.06% |
| 6 | BANK OF AMERICA CORP /DE/ | 8.6M | $1.00B | +8.0% | 2.642% | 0.06% |
| 7 | WELLS FARGO & COMPANY/MN | 8.6M | $1.00B | +0.1% | 2.632% | 0.16% |
| 8 | DEUTSCHE BANK AG\ | 6.1M | $706.9M | +2.1% | 1.859% | 0.21% |
| 9 | AMERIPRISE FINANCIAL INC | 5.8M | $680.8M | +2.7% | 1.788% | 0.14% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.4M | $629.7M | -1.0% | 1.654% | 0.08% |
| 11 | JPMORGAN CHASE & CO | 5.2M | $611.3M | -6.6% | 1.585% | 0.03% |
| 12 | FRANKLIN RESOURCES INC | 4.7M | $545.4M | +5.3% | 1.434% | 0.12% |
| 13 | Invesco Ltd. | 4.6M | $539.4M | -0.1% | 1.418% | 0.04% |
| 14 | MORGAN STANLEY | 4.3M | $501.2M | -9.5% | 1.318% | 0.03% |
| 15 | FEDERATED HERMES, INC. | 4.1M | $481.7M | +20.5% | 1.266% | 0.69% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 3.7M | $436.1M | +3.1% | 1.147% | 0.05% |
| 17 | WELLINGTON MANAGEMENT GROUP LLP | 3.6M | $417.2M | -25.9% | 1.097% | 0.07% |
| 18 | NORTHERN TRUST CORP | 3.5M | $407.6M | +3.2% | 1.072% | 0.05% |
| 19 | BARCLAYS PLC | 3.2M | $375.8M | +121.8% | 0.988% | 0.07% |
| 20 | Nuveen, LLC | 2.9M | $335.7M | -19.9% | 0.883% | 0.08% |
| 21 | RAYMOND JAMES FINANCIAL INC | 2.6M | $301.9M | +4.3% | 0.794% | 0.08% |
| 22 | Legal & General Group Plc | 2.6M | $299.1M | -2.5% | 0.786% | 0.06% |
| 23 | PNC FINANCIAL SERVICES GROUP, INC. | 2.5M | $296.5M | -1.2% | 0.779% | 0.15% |
| 24 | Clearbridge Investments, LLC | 2.1M | $248.9M | -1.7% | 0.654% | 0.21% |
| 25 | Bank of New York Mellon Corp | 2.0M | $228.8M | -2.7% | 0.602% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in WEC — a direct measure of their conviction.
| 80.83% |
| 0.19 pp |
| $26.93B |
| +14% |
| Q4 2024 | 1,147 | +5.5% | 81.02% | 5.74 pp | $23.63B | 4.0% |
| Q3 2024 | 1,087 | — | 86.76% | — | $24.62B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
101 institutions opened new positions in WEC during Q2 2026, while 83 fully exited. 889 added to existing positions and 356 trimmed.
WEC institutional ownership rose by 0.40 percentage points quarter-over-quarter, with a net change of +40 holders.
The top 10 institutions account for 49.9% of all reported 13F value in WEC, and the top 25 account for 68.8%.
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