WEC Energy GroupWEC
13F holders, Q3 2024 (September 30)1,130holders +56
138new positions
83sold out
6famous investors
$96.16avg. 13F price*
At the end of Q3 2024, 1,130 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 56 from Q2 2024. 138 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.8B) and State Street Corp. ($2.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 138 | $273.3M |
| Exits | 83 | $280.9M |
All 13F filers, Q2 2024 → Q3 2024: 19,957,230 shares bought and 12,827,246 shares sold, net +7,129,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,130 holders
| Vanguard Group Inc. | 0.07% | Add +0.1% | 39,758,066 | $3.8B |
| BlackRock, Inc. | 0.06% | — | 29,261,657 | $2.8B |
| State Street Corp. | 0.08% | Reduce -0.8% | 21,400,036 | $2.1B |
| Geode Capital Management, LLC | 0.06% | Add +1.4% | 7,952,851 | $762.5M |
| Wells Fargo & Company | 0.19% | Add +1.5% | 7,922,503 | $762.0M |
| Bank of America Corp. | 0.06% | Add +5.0% | 7,329,076 | $704.9M |
| Deutsche Bank AG | 0.22% | Add +1.0% | 5,549,152 | $533.7M |
| JPMorgan Chase & Co. | 0.04% | Add +17.0% | 4,806,360 | $462.3M |
| Wellington Management Group LLP | 0.08% | Add +17270.5% | 4,718,179 | $453.8M |
| Ameriprise Financial Inc. | 0.11% | Add +1.1% | 4,287,252 | $413.3M |
| Invesco Ltd. | 0.07% | Add +31.8% | 3,902,491 | $375.3M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +102.6% | 3,776,071 | $363.0M |
| Northern Trust Corp. | 0.06% | Reduce -2.4% | 3,674,014 | $353.4M |
| Morgan Stanley | 0.02% | Reduce -3.0% | 3,516,035 | $338.2M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -2.5% | 3,409,843 | $328.0M |
| Legal & General Group Plc | 0.07% | Reduce -6.3% | 2,589,845 | $249.1M |
| American Century Companies Inc. | 0.14% | Reduce -3.9% | 2,466,603 | $237.2M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -0.2% | 2,404,820 | $231.3M |
| Magellan Asset Management Ltd | 2.21% | Reduce -2.8% | 2,311,777 | $222.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.1% | 2,215,097 | $213.0M |
| Envestnet Asset Management Inc. | 0.06% | Add +14.8% | 2,047,116 | $196.9M |
| Earnest Partners LLC | 0.83% | Add +1.5% | 1,984,769 | $190.9M |
| Caisse de depot et placement du Quebec | 0.36% | Add +57.7% | 1,900,238 | $182.8M |
| Pictet Asset Management Holding SA | 0.20% | Reduce -16.5% | 1,886,721 | $181.5M |
| ClearBridge Investments Ltd | 4.49% | New | 1,866,193 | $179.5M |
| Royal Bank of Canada | 0.04% | Add +8.0% | 1,702,991 | $163.8M |
| Principal Financial Group Inc. | 0.09% | Reduce -9.3% | 1,632,674 | $157.0M |
| Federated Hermes, Inc. | 0.34% | Add +6309.7% | 1,585,375 | $152.5M |
| Soroban Capital Partners LP | 2.06% | Reduce -13.0% | 1,546,729 | $148.8M |
| Confluence Investment Management LLC | 1.94% | Reduce -1.5% | 1,510,382 | $145.3M |
| California Public Employees Retirement System | 0.10% | Reduce -4.8% | 1,464,515 | $140.9M |
| UBS Group AG | 0.04% | Add +36.0% | 1,422,168 | $136.8M |
| Clearbridge Investments, LLC | 0.11% | Add +2.5% | 1,390,164 | $133.7M |
| Duff & Phelps Investment Management Co. | 1.51% | Add +11.7% | 1,365,851 | $131.4M |
| CBRE Investment Management Listed Real Assets LLC | 2.10% | Reduce -10.6% | 1,363,824 | $131.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Reduce -17.0% | 1,315,867 | $126.6M |
| Raymond James & Associates | 0.08% | Add +26.0% | 1,283,994 | $123.5M |
| FMR LLC | 0.01% | Reduce -5.1% | 1,233,340 | $118.6M |
| Westwood Holdings Group Inc. | 0.91% | Reduce -6.1% | 1,217,425 | $117.1M |
| Stifel Financial Corp. | 0.12% | Add +4.0% | 1,216,379 | $117.0M |
| CIBC Private Wealth Group LLC | 0.21% | Reduce -7.1% | 1,190,545 | $114.5M |
| Crawford Investment Counsel Inc. | 1.92% | Add +3.9% | 1,169,715 | $112.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.9% | 1,150,013 | $110.6M |
| First Trust Advisors LP | 0.10% | Reduce -4.1% | 1,120,086 | $107.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -9.7% | 990,288 | $95.2M |
| Cincinnati Insurance Co. | 1.58% | No change | 978,300 | $94.1M |
| Qube Research & Technologies Ltd | 0.17% | Reduce -51.5% | 969,893 | $93.3M |
| Bahl & Gaynor LLC | 0.48% | Reduce -0.3% | 966,888 | $93.0M |
| Zimmer Partners, LP | 1.73% | Reduce -20.0% | 958,294 | $92.2M |
| Bessemer Group Inc. | 0.15% | Add +0.8% | 954,882 | $91.8M |
| Swiss National Bank | 0.06% | Add +0.3% | 937,287 | $90.1M |
| Neuberger Berman Group LLC | 0.07% | Reduce -13.6% | 911,138 | $87.6M |
| Sei Investments Co. | 0.11% | Reduce -1.6% | 884,760 | $85.1M |
| Bank of Montreal | 0.04% | Add +43.6% | 834,613 | $79.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +0.9% | 821,719 | $79.0M |
| Rathbones Group PLC | 0.38% | Add +0.7% | 784,304 | $75.4M |
| Citadel Advisors | 0.07% | Add +86.1% | 714,361 | $68.7M |
| Franklin Resources Inc. | 0.02% | Add +1.0% | 690,026 | $66.4M |
| LPL Financial LLC | 0.03% | Add +41.8% | 655,515 | $63.0M |
| Gabelli Funds LLC | 0.45% | Reduce -2.5% | 635,970 | $61.2M |
| Rhumbline Advisers | 0.05% | Reduce -1.9% | 628,206 | $60.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.37% | Reduce -5.2% | 601,588 | $57.9M |
| Canada Pension Plan Investment Board | 0.05% | Add +1.9% | 594,430 | $57.2M |
| Assenagon Asset Management S.A. | 0.12% | Add +151.7% | 583,990 | $56.2M |
| Barclays PLC | 0.02% | Reduce -25.4% | 569,662 | $54.8M |
| Benjamin Edwards Inc. | 0.80% | Add +897.4% | 568,629 | $54.7M |
| Epoch Investment Partners, Inc. | 0.24% | Reduce -9.5% | 566,823 | $54.5M |
| BNP Paribas Financial Markets | 0.05% | Reduce -29.4% | 560,616 | $53.9M |
| Energy Income Partners, LLC | 1.15% | Reduce -26.1% | 559,085 | $53.8M |
| HSBC Holdings PLC | 0.03% | Reduce -9.8% | 495,978 | $47.7M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.3% | 492,295 | $47.4M |
| Vaughan David Investments LLC | 1.07% | Add +1.5% | 484,839 | $46.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +8.2% | 456,951 | $43.9M |
| Dearborn Partners LLC | 1.78% | Reduce -2.0% | 454,737 | $43.7M |
| Korea Investment CORP | 0.10% | Reduce -18.9% | 433,562 | $41.7M |
| Scout Investments, Inc. | 1.09% | Reduce -0.9% | 434,676 | $41.5M |
| Retirement Systems of Alabama | 0.16% | Add +518.8% | 431,103 | $41.5M |
| Victory Capital Management Inc. | 0.04% | Reduce -6.6% | 409,990 | $39.4M |
| Alliancebernstein L.P. | 0.01% | Add +17.2% | 406,574 | $39.1M |
| National Pension Service | 0.04% | Reduce -1.9% | 406,113 | $39.1M |
| Employees Retirement System of Texas | 0.39% | No change | 393,000 | $37.8M |
| California State Teachers Retirement System | 0.04% | Reduce -5.6% | 392,465 | $37.7M |
| Macquarie Group Ltd. | 0.04% | Add +0.3% | 380,046 | $36.6M |
| Gateway Investment Advisers LLC | 0.40% | Add +8.3% | 375,365 | $36.1M |
| W1M Asset Management Ltd | 2.81% | Add +1.2% | 369,101 | $35.5M |
| US Bancorp \de | 0.04% | Reduce -0.8% | 359,559 | $34.6M |
| STRS Ohio | 0.13% | Add +248.6% | 340,721 | $32.8M |
| Old Republic International Corp. | 1.20% | No change | 332,331 | $32.0M |
| Country Trust Bank | 0.76% | Add +14.4% | 324,761 | $31.2M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -5.6% | 298,529 | $28.7M |
| Morningstar Investment Services LLC | 0.28% | Reduce -0.2% | 289,852 | $27.6M |
| Natixis Advisors, LLC | 0.05% | Add +17.3% | 275,834 | $26.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Reduce -0.7% | 274,173 | $26.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +0.2% | 264,543 | $25.4M |
| Corient Private Wealth LP | 0.04% | Add +5.2% | 261,841 | $25.2M |
| AQR Capital Management | 0.03% | Reduce -16.6% | 263,706 | $25.2M |
| New York State Teachers Retirement System | 0.05% | Reduce -13.6% | 260,752 | $25.1M |
| AMF Tjanstepension AB | 0.18% | No change | 260,402 | $25.0M |
| Amundi | 0.01% | Reduce -63.0% | 264,854 | $25.0M |
| Huntington National Bank | 0.23% | Add +1.0% | 246,408 | $23.7M |
"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.