WEC Energy GroupWEC
13F holders, Q2 2024 (June 30)1,074holders +37
100new positions
66sold out
7famous investors
$78.40avg. 13F price*
At the end of Q2 2024, 1,074 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 37 from Q1 2024. 100 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock Inc. ($2.3B) and State Street Corp. ($1.7B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $343.3M |
| Exits | 66 | $64.7M |
All 13F filers, Q1 2024 → Q2 2024: 16,071,532 shares bought and 16,214,894 shares sold, net −143,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,074 holders
| Vanguard Group Inc. | 0.06% | Add +0.1% | 39,728,750 | $3.1B |
| BlackRock Inc. | 0.05% | Add +1.0% | 29,193,833 | $2.3B |
| State Street Corp. | 0.07% | Reduce -3.4% | 21,573,595 | $1.7B |
| Geode Capital Management, LLC | 0.05% | Add +2.9% | 7,847,271 | $614.1M |
| Wells Fargo & Company | 0.16% | Reduce -3.3% | 7,804,098 | $612.3M |
| Bank of America Corp. | 0.05% | Add +6.4% | 6,979,279 | $547.6M |
| Deutsche Bank AG | 0.19% | Reduce -2.0% | 5,494,756 | $431.1M |
| Ameriprise Financial Inc. | 0.09% | Add +1.5% | 4,241,244 | $332.5M |
| JPMorgan Chase & Co. | 0.03% | Reduce -13.6% | 4,107,183 | $322.2M |
| Northern Trust Corp. | 0.05% | Reduce -0.5% | 3,762,794 | $295.2M |
| Morgan Stanley | 0.02% | Add +1.9% | 3,625,868 | $284.5M |
| Nuveen Asset Management, LLC | 0.08% | Reduce -4.3% | 3,497,049 | $274.8M |
| Invesco Ltd. | 0.05% | Reduce -49.7% | 2,960,892 | $232.3M |
| Legal & General Group Plc | 0.06% | Reduce -10.5% | 2,765,507 | $217.0M |
| American Century Companies Inc. | 0.12% | Add +36.7% | 2,566,001 | $201.3M |
| PNC Financial Services Group, Inc. | 0.13% | Reduce -1.4% | 2,408,981 | $189.0M |
| Magellan Asset Management Ltd | 1.78% | Reduce -37.1% | 2,377,607 | $186.5M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -9.2% | 2,260,621 | $177.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -2.3% | 2,240,178 | $175.8M |
| Qube Research & Technologies Ltd | 0.29% | Add +67.0% | 1,999,547 | $156.9M |
| Earnest Partners LLC | 0.72% | Add +11.8% | 1,954,778 | $153.4M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +2.5% | 1,863,848 | $146.2M |
| Principal Financial Group Inc. | 0.08% | Reduce -1.4% | 1,801,122 | $141.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.5% | 1,782,939 | $139.9M |
| Soroban Capital Partners LP | 2.05% | Add +817.6% | 1,778,094 | $139.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +22.9% | 1,584,547 | $124.3M |
| Royal Bank of Canada | 0.03% | Add +11.7% | 1,576,752 | $123.7M |
| California Public Employees Retirement System | 0.09% | Reduce -18.7% | 1,537,839 | $120.7M |
| Confluence Investment Management LLC | 1.74% | Reduce -1.6% | 1,533,637 | $120.3M |
| CBRE Investment Management Listed Real Assets LLC | 2.20% | Add +47.6% | 1,525,231 | $119.7M |
| Clearbridge Investments, LLC | 0.09% | Add +1.6% | 1,355,909 | $106.4M |
| FMR LLC | 0.01% | Add +0.0% | 1,299,596 | $102.0M |
| Westwood Holdings Group Inc. | 0.84% | Reduce -1.8% | 1,296,549 | $101.7M |
| CIBC Private Wealth Group LLC | 0.19% | Add +1.0% | 1,281,672 | $100.0M |
| Duff & Phelps Investment Management Co. | 1.22% | Add +5.0% | 1,223,185 | $96.0M |
| Caisse de depot et placement du Quebec | 0.23% | Add +248.8% | 1,204,921 | $94.5M |
| Zimmer Partners, LP | 1.79% | New | 1,197,806 | $94.0M |
| Stifel Financial Corp. | 0.10% | Add +3.4% | 1,169,086 | $91.7M |
| First Trust Advisors LP | 0.09% | Add +27.5% | 1,168,199 | $91.7M |
| Crawford Investment Counsel Inc. | 1.69% | Add +1.4% | 1,126,170 | $88.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +16.7% | 1,117,931 | $87.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -19.6% | 1,097,071 | $86.1M |
| Neuberger Berman Group LLC | 0.07% | Reduce -8.6% | 1,054,588 | $82.7M |
| UBS Group AG | 0.03% | Add +17.9% | 1,046,067 | $82.1M |
| Raymond James & Associates | 0.05% | Add +2.4% | 1,019,340 | $80.0M |
| Cincinnati Insurance Co. | 1.27% | No change | 978,300 | $76.8M |
| Bahl & Gaynor LLC | 0.43% | Reduce -3.6% | 970,210 | $76.1M |
| Bessemer Group Inc. | 0.13% | Reduce -1.4% | 947,407 | $74.3M |
| Swiss National Bank | 0.05% | Reduce -1.1% | 934,287 | $73.3M |
| Sei Investments Co. | 0.10% | Add +22.9% | 899,091 | $70.5M |
| Balyasny Asset Management L.P. | 0.18% | New | 851,821 | $66.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -6.9% | 814,445 | $63.9M |
| BNP Paribas Financial Markets | 0.07% | Add +131.2% | 793,901 | $62.3M |
| Rathbones Group PLC | 0.33% | Add +10.7% | 778,583 | $61.1M |
| Barclays PLC | 0.03% | Add +24.1% | 764,107 | $60.0M |
| Energy Income Partners, LLC | 1.32% | Reduce -25.9% | 756,782 | $59.4M |
| Amundi | 0.02% | Add +21.2% | 715,821 | $55.6M |
| Franklin Resources Inc. | 0.02% | Reduce -3.3% | 683,443 | $53.6M |
| Gabelli Funds LLC | 0.39% | Reduce -3.5% | 652,270 | $51.2M |
| Rhumbline Advisers | 0.05% | Reduce -0.8% | 640,322 | $50.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.33% | Add +0.3% | 634,284 | $49.8M |
| Renaissance Technologies | 0.08% | Reduce -5.6% | 632,184 | $49.6M |
| Epoch Investment Partners, Inc. | 0.22% | Reduce -10.4% | 626,201 | $49.1M |
| Canada Pension Plan Investment Board | 0.04% | No change | 583,626 | $45.8M |
| Bank of Montreal | 0.01% | Add +6.0% | 581,335 | $45.6M |
| HSBC Holdings PLC | 0.03% | Add +6.3% | 549,669 | $43.1M |
| Korea Investment CORP | 0.11% | Add +36.8% | 534,431 | $41.9M |
| Benjamin F. Edwards & Company, Inc. | 0.69% | Add +3.3% | 501,902 | $39.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -50.3% | 490,999 | $38.5M |
| Vaughan David Investments LLC | 0.95% | Add +4.5% | 477,568 | $37.5M |
| Worldquant Millennium Advisors LLC | 0.34% | Add +60.8% | 476,870 | $37.4M |
| Dearborn Partners LLC | 1.57% | Add +1.8% | 464,090 | $36.4M |
| APG Asset Management N.V. | 0.06% | Reduce -31.7% | 495,731 | $36.3M |
| LPL Financial LLC | 0.02% | Add +7.1% | 462,230 | $36.3M |
| Victory Capital Management Inc. | 0.04% | Reduce -4.2% | 438,856 | $34.4M |
| Scout Investments, Inc. | 0.92% | Add +122.1% | 438,781 | $34.4M |
| Millennium Management | 0.03% | Reduce -69.5% | 424,770 | $33.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +8.2% | 422,151 | $33.1M |
| California State Teachers Retirement System | 0.04% | Reduce -1.7% | 415,911 | $32.6M |
| National Pension Service | 0.04% | Add +2.7% | 413,842 | $32.5M |
| Employees Retirement System of Texas | 0.34% | No change | 393,000 | $30.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.13% | Reduce -14.1% | 384,254 | $30.1M |
| Citadel Advisors | 0.03% | Add +888.6% | 383,789 | $30.1M |
| Macquarie Group Ltd. | 0.03% | Add +0.1% | 378,767 | $29.7M |
| W1M Asset Management Ltd | 2.42% | Reduce -15.3% | 364,834 | $28.6M |
| US Bancorp \de | 0.04% | Reduce -5.6% | 362,588 | $28.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.4% | 346,920 | $27.2M |
| Gateway Investment Advisers LLC | 0.31% | Reduce -10.1% | 346,605 | $27.2M |
| Old Republic International Corp. | 1.06% | No change | 332,331 | $26.1M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -25.4% | 316,129 | $24.8M |
| AQR Capital Management | 0.04% | Add +2.9% | 316,319 | $24.7M |
| New York State Teachers Retirement System | 0.05% | Add +5.2% | 301,680 | $23.7M |
| Morningstar Investment Services LLC | 0.25% | New | 290,474 | $22.8M |
| Country Trust Bank | 0.56% | Add +0.8% | 283,920 | $22.3M |
| Pinebridge Investments, L.P. | 0.18% | New | 282,381 | $22.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.02% | Add +10.1% | 276,071 | $21.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -5.7% | 264,063 | $20.7M |
| Voloridge Investment Management, LLC | 0.08% | Reduce -17.3% | 263,446 | $20.7M |
| AMF Tjanstepension AB | 0.15% | New | 260,402 | $20.4M |
| Two Sigma Investments, LP | 0.05% | Reduce -55.0% | 258,300 | $20.3M |
"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.