WEC Energy GroupWEC

13F holders, Q1 2024 (March 31)
1,037holders
6famous investors
$82.11avg. 13F price*

At the end of Q1 2024, 1,037 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings. The largest holders were Vanguard Group Inc. ($3.3B), BlackRock Inc. ($2.4B) and State Street Corp. ($1.8B). 6 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
WEC Energy Group Inc.
Sector
Utilities
CUSIP
92939U106
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions75$117.1M
Exits93$166.2M

Ownership 1,037 holders

Vanguard Group Inc. 0.06% Reduce -4.8% 39,674,127 $3.3B
BlackRock Inc. 0.06% Add +0.4% 28,899,250 $2.4B
State Street Corp. 0.08% Add +25.4% 22,330,945 $1.8B
Wells Fargo & Company 0.18% Add +6.3% 8,066,385 $662.4M
Geode Capital Management, LLC 0.06% Add +4.6% 7,630,080 $625.0M
Bank of America Corp. 0.05% Add +14.7% 6,558,640 $538.6M
Invesco Ltd. 0.10% Reduce -3.2% 5,884,973 $483.3M
Deutsche Bank AG 0.21% Add +1.2% 5,606,883 $460.4M
JPMorgan Chase & Co. 0.03% Add +14.1% 4,754,524 $390.4M
Ameriprise Financial Inc. 0.09% Add +0.6% 4,180,033 $342.9M
Magellan Asset Management Ltd 2.97% Reduce -20.2% 3,782,811 $310.6M
Northern Trust Corp. 0.05% Reduce -7.1% 3,781,582 $310.5M
Nuveen Asset Management, LLC 0.09% Reduce -5.4% 3,654,512 $300.2M
Morgan Stanley 0.02% Reduce -11.2% 3,556,682 $292.1M
Legal & General Group Plc 0.07% Reduce -0.5% 3,088,804 $253.7M
Pictet Asset Management Holding SA 0.22% Reduce -28.7% 2,489,423 $204.4M
PNC Financial Services Group, Inc. 0.14% Reduce -0.4% 2,444,196 $200.7M
T. Rowe Price Investment Management, Inc. 0.12% Add +5173.6% 2,329,667 $191.3M
Bank of New York Mellon Corp 0.04% Reduce -3.7% 2,292,130 $188.2M
California Public Employees Retirement System 0.11% Reduce -3.3% 1,890,705 $155.3M
American Century Companies Inc. 0.10% Add +11.4% 1,877,189 $154.2M
Principal Financial Group Inc. 0.09% Reduce -1.3% 1,826,791 $150.0M
Charles Schwab Investment Management Inc. 0.03% Add +2.3% 1,817,996 $149.3M
Earnest Partners LLC 0.66% Add +36.0% 1,748,141 $143.6M
Envestnet Asset Management Inc. 0.05% Add +3.4% 1,721,920 $141.4M
Confluence Investment Management LLC 1.72% Add +629.8% 1,558,019 $127.9M
Royal Bank of Canada 0.03% Add +12.3% 1,411,982 $116.0M
Millennium Management 0.10% Reduce -23.1% 1,394,843 $114.5M
Goldman Sachs Group Inc. 0.02% Reduce -10.3% 1,364,676 $112.1M
Clearbridge Investments, LLC 0.09% Add +0.1% 1,333,883 $109.5M
Westwood Holdings Group Inc. 0.86% Add +9.2% 1,320,723 $108.5M
FMR LLC 0.01% Reduce -6.9% 1,299,212 $106.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -0.6% 1,289,042 $105.9M
CIBC Private Wealth Group LLC 0.20% Add +5.8% 1,268,462 $103.5M
Qube Research & Technologies Ltd 0.18% Add +27.8% 1,197,585 $98.3M
Duff & Phelps Investment Management Co. 1.15% Reduce -5.1% 1,164,490 $95.6M
Neuberger Berman Group LLC 0.08% Reduce -38.2% 1,154,342 $94.8M
Stifel Financial Corp. 0.11% Add +368.3% 1,131,031 $92.9M
Crawford Investment Counsel Inc. 1.70% Add +36.6% 1,110,075 $91.2M
CBRE Investment Management Listed Real Assets LLC 1.58% Reduce -1.6% 1,033,563 $84.9M
Energy Income Partners, LLC 1.72% Add +3.4% 1,022,040 $83.9M
Bahl & Gaynor LLC 0.46% Reduce -1.4% 1,006,120 $82.6M
Raymond James & Associates 0.06% Reduce -19.9% 995,513 $81.8M
T. Rowe Price Associates Inc. 0.01% Reduce -41.5% 987,791 $81.1M
Cincinnati Insurance Co. 1.32% No change 978,300 $80.3M
Bessemer Group Inc. 0.14% Reduce -7.0% 960,884 $78.9M
Dimensional Fund Advisors LP 0.02% Reduce -0.7% 957,803 $78.7M
Swiss National Bank 0.05% Reduce -4.2% 944,587 $77.6M
First Trust Advisors LP 0.08% Reduce -1.9% 916,455 $75.3M
UBS Group AG 0.02% Add +23.4% 886,893 $72.8M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -2.5% 875,195 $71.9M
D. E. Shaw & Co. 0.09% Add +392.4% 802,194 $65.9M
Sei Investments Co. 0.09% Add +27.6% 731,751 $60.1M
Franklin Resources Inc. 0.02% Reduce -29.8% 706,725 $58.0M
Rathbones Group PLC 0.33% Add +18.6% 703,494 $57.8M
Epoch Investment Partners, Inc. 0.26% Reduce -9.6% 698,548 $57.4M
Gabelli Funds LLC 0.42% Reduce -1.4% 676,270 $55.5M
APG Asset Management N.V. 0.10% Reduce -1.1% 725,791 $55.2M
Renaissance Technologies 0.09% Add +143.7% 669,575 $55.0M
Rhumbline Advisers 0.05% Reduce -3.9% 645,404 $53.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.36% Add +6.6% 632,691 $52.0M
Barclays PLC 0.02% Reduce -15.5% 615,984 $50.6M
Canada Pension Plan Investment Board 0.05% Add +3.9% 583,626 $47.9M
Amundi 0.02% Reduce -31.0% 590,406 $47.5M
Two Sigma Investments, LP 0.12% Add +149.6% 573,589 $47.1M
Bank of Montreal 0.01% Reduce -14.6% 548,233 $45.0M
HSBC Holdings PLC 0.03% Add +2.4% 517,274 $42.5M
State Board of Administration of Florida Retirement System 0.09% Add +20.3% 423,718 $40.2M
Benjamin F. Edwards & Company, Inc. 0.72% Add +10.0% 485,876 $39.9M
Victory Capital Management Inc. 0.04% Add +21.2% 458,172 $37.6M
Vaughan David Investments LLC 0.93% Add +6.6% 456,783 $37.5M
Dearborn Partners LLC 1.61% Reduce -21.8% 455,753 $37.4M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Add +18.3% 447,145 $36.7M
LPL Financial LLC 0.02% Add +21.6% 431,722 $35.5M
W1M Asset Management Ltd 2.70% Add +4.8% 430,882 $35.4M
Manufacturers Life Insurance Company, The 0.03% Reduce -31.1% 427,598 $35.1M
California State Teachers Retirement System 0.04% Reduce -3.8% 423,078 $34.7M
National Pension Service 0.04% Add +3.2% 403,120 $33.1M
Employees Retirement System of Texas 0.35% No change 393,000 $32.3M
Korea Investment CORP 0.08% Add +25.6% 390,634 $32.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +23.4% 390,184 $32.0M
Gateway Investment Advisers LLC 0.36% Add +14.5% 385,323 $31.6M
US Bancorp \de 0.04% Reduce -2.3% 384,104 $31.5M
Macquarie Group Ltd. 0.04% Reduce -0.1% 378,410 $31.1M
Alliancebernstein L.P. 0.01% Reduce -10.1% 355,435 $29.2M
Caisse de depot et placement du Quebec 0.07% Reduce -68.6% 345,445 $28.4M
BNP Paribas Financial Markets 0.04% Add +1.9% 343,348 $28.2M
Credit Suisse AG/ 0.03% Reduce -1.6% 336,987 $27.7M
Old Republic International Corp. 1.07% No change 332,331 $27.3M
Voloridge Investment Management, LLC 0.10% Reduce -23.0% 318,382 $26.1M
AQR Capital Management 0.04% Reduce -17.3% 307,423 $25.1M
Worldquant Millennium Advisors LLC 0.30% Add +132.6% 296,609 $24.4M
New York State Teachers Retirement System 0.05% Reduce -1.3% 286,657 $23.5M
Susquehanna Fundamental Investments, LLC 1.09% New 283,698 $23.3M
Country Trust Bank 0.60% Add +2.9% 281,657 $23.1M
Mitsubishi UFJ Trust & Banking Corp 0.05% Reduce -2.6% 279,936 $23.0M
Squarepoint Ops LLC 0.09% Reduce -18.9% 272,565 $22.4M
Cidel Asset Management Inc. 1.69% Reduce -0.6% 269,897 $22.2M
Corient Private Wealth LP 0.04% Reduce -3.5% 253,574 $20.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -23.4% 250,851 $20.6M

"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.

Show all 1,037 holders