WEC Energy GroupWEC
13F holders, Q4 2024 (December 31)1,195holders +65
88new positions
77sold out
6famous investors
$94.03avg. 13F price*
At the end of Q4 2024, 1,195 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 65 from Q3 2024. 88 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.7B), BlackRock, Inc. ($2.8B) and State Street Corp. ($2.0B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Griffin (0.0% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $205.9M |
| Exits | 77 | $186.8M |
All 13F filers, Q3 2024 → Q4 2024: 18,492,120 shares bought and 11,134,680 shares sold, net +7,357,440 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,195 holders
| Vanguard Group Inc. | 0.07% | Reduce -0.2% | 39,683,998 | $3.7B |
| BlackRock, Inc. | 0.06% | Add +3.1% | 30,181,801 | $2.8B |
| State Street Corp. | 0.08% | Add +0.1% | 21,415,583 | $2.0B |
| Wellington Management Group LLP | 0.19% | Add +134.2% | 11,047,753 | $1.0B |
| Geode Capital Management, LLC | 0.06% | Add +1.4% | 8,063,653 | $756.4M |
| Wells Fargo & Company | 0.18% | Reduce -1.4% | 7,814,776 | $734.9M |
| Bank of America Corp. | 0.06% | Reduce -13.7% | 6,325,034 | $594.8M |
| Deutsche Bank AG | 0.21% | Add +3.1% | 5,722,158 | $538.1M |
| JPMorgan Chase & Co. | 0.03% | Reduce -8.9% | 4,377,337 | $411.6M |
| Ameriprise Financial Inc. | 0.10% | Reduce -1.1% | 4,240,575 | $398.9M |
| Invesco Ltd. | 0.07% | Add +7.9% | 4,212,188 | $396.1M |
| Nuveen Asset Management, LLC | 0.10% | Add +15.4% | 3,935,857 | $370.1M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +2.3% | 3,863,782 | $363.4M |
| Northern Trust Corp. | 0.05% | Add +3.9% | 3,815,407 | $358.8M |
| Morgan Stanley | 0.02% | Reduce -0.0% | 3,514,541 | $330.5M |
| Legal & General Group Plc | 0.06% | Reduce -7.9% | 2,385,931 | $224.4M |
| PNC Financial Services Group, Inc. | 0.15% | Reduce -0.9% | 2,383,477 | $224.1M |
| Bank of New York Mellon Corp | 0.04% | Add +2.1% | 2,261,706 | $212.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.0% | 2,089,132 | $196.5M |
| Earnest Partners LLC | 0.85% | Add +1.6% | 2,015,758 | $189.6M |
| Raymond James Financial Inc. | 0.07% | — | 2,008,492 | $188.9M |
| Federated Hermes, Inc. | 0.41% | Add +24.4% | 1,972,553 | $185.5M |
| ClearBridge Investments Ltd | 4.81% | Add +4.6% | 1,951,762 | $183.5M |
| Royal Bank of Canada | 0.04% | Add +7.2% | 1,825,595 | $171.7M |
| American Century Companies Inc. | 0.09% | Reduce -31.0% | 1,701,828 | $160.0M |
| Caisse de depot et placement du Quebec | 0.33% | Reduce -10.8% | 1,694,798 | $159.4M |
| Magellan Asset Management Ltd | 1.72% | Reduce -28.1% | 1,663,354 | $156.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +25.9% | 1,657,213 | $155.8M |
| Principal Financial Group Inc. | 0.08% | Reduce -2.9% | 1,584,915 | $149.0M |
| UBS Group AG | 0.03% | Add +6.5% | 1,515,365 | $142.5M |
| Confluence Investment Management LLC | 1.94% | Reduce -1.4% | 1,489,994 | $140.1M |
| Janus Henderson Group PLC | 0.07% | Add +3815.2% | 1,471,096 | $138.3M |
| California Public Employees Retirement System | 0.09% | Reduce -0.4% | 1,458,300 | $137.1M |
| Clearbridge Investments, LLC | 0.11% | Add +3.2% | 1,434,886 | $134.9M |
| Goldman Sachs Group Inc. | 0.03% | Add +43.3% | 1,419,440 | $133.5M |
| Pictet Asset Management Holding SA | 0.14% | Reduce -26.1% | 1,395,073 | $131.2M |
| Duff & Phelps Investment Management Co. | 1.53% | Reduce -0.6% | 1,357,527 | $127.7M |
| CBRE Investment Management Listed Real Assets LLC | 2.23% | Reduce -2.3% | 1,332,098 | $125.3M |
| Stifel Financial Corp. | 0.12% | Add +0.4% | 1,221,646 | $114.9M |
| FMR LLC | 0.01% | Reduce -1.1% | 1,219,990 | $114.7M |
| Dimensional Fund Advisors LP | 0.03% | Add +2.6% | 1,179,451 | $110.9M |
| Westwood Holdings Group Inc. | 0.85% | Reduce -4.5% | 1,162,258 | $109.3M |
| Crawford Investment Counsel Inc. | 1.95% | Reduce -1.5% | 1,151,701 | $108.3M |
| Soroban Capital Partners LP | 1.45% | Reduce -25.8% | 1,148,478 | $108.0M |
| CIBC Private Wealth Group LLC | 0.19% | Reduce -6.5% | 1,113,239 | $105.5M |
| First Trust Advisors LP | 0.09% | Reduce -5.8% | 1,054,764 | $99.2M |
| Cincinnati Insurance Co. | 1.63% | No change | 978,300 | $92.0M |
| Bahl & Gaynor LLC | 0.47% | Reduce -2.5% | 942,551 | $88.6M |
| Bessemer Group Inc. | 0.14% | Reduce -2.4% | 931,732 | $87.6M |
| Swiss National Bank | 0.06% | Reduce -4.7% | 892,887 | $84.0M |
| Sei Investments Co. | 0.11% | Reduce -0.4% | 881,601 | $82.9M |
| BNP Paribas Financial Markets | 0.06% | Add +48.6% | 832,834 | $78.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Reduce -0.1% | 821,145 | $77.2M |
| Barclays PLC | 0.04% | Add +40.9% | 802,556 | $75.5M |
| Rathbones Group PLC | 0.36% | Reduce -0.0% | 784,021 | $73.7M |
| Mairs & Power Inc. | 0.69% | Add +18528.2% | 763,758 | $71.8M |
| Franklin Resources Inc. | 0.02% | Add +8.9% | 751,734 | $70.7M |
| LPL Financial LLC | 0.03% | Add +7.1% | 702,290 | $66.0M |
| Bank of Montreal | 0.03% | Reduce -21.3% | 657,267 | $61.8M |
| Gabelli Funds LLC | 0.45% | Reduce -0.7% | 631,470 | $59.4M |
| Rhumbline Advisers | 0.05% | Reduce -3.2% | 608,252 | $57.2M |
| HSBC Holdings PLC | 0.04% | Add +22.3% | 606,764 | $57.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.35% | Reduce -0.4% | 599,237 | $56.4M |
| Canada Pension Plan Investment Board | 0.05% | Reduce -2.7% | 578,559 | $54.4M |
| Benjamin Edwards Inc. | 0.77% | Add +1.2% | 575,198 | $54.1M |
| Talaria Asset Management Pty Ltd | 13.91% | — | 573,900 | $54.0M |
| Citadel Advisors | 0.05% | Reduce -22.1% | 556,862 | $52.4M |
| Epoch Investment Partners, Inc. | 0.25% | Reduce -4.8% | 539,395 | $50.7M |
| Assenagon Asset Management S.A. | 0.09% | Reduce -12.2% | 513,010 | $48.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +12.2% | 512,787 | $48.1M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.2% | 498,080 | $46.8M |
| Vaughan David Investments LLC | 1.09% | Add +0.9% | 489,088 | $46.0M |
| Balyasny Asset Management L.P. | 0.11% | Add +846.3% | 481,581 | $45.3M |
| Energy Income Partners, LLC | 0.88% | Reduce -18.3% | 456,815 | $43.0M |
| Dearborn Partners LLC | 1.80% | Add +0.4% | 456,569 | $42.9M |
| Gateway Investment Advisers LLC | 0.47% | Add +20.9% | 453,945 | $42.7M |
| Marshall Wace, LLP | 0.05% | Add +358.4% | 430,709 | $40.5M |
| Retirement Systems of Alabama | 0.15% | Reduce -0.1% | 430,451 | $40.5M |
| Neuberger Berman Group LLC | 0.03% | Reduce -55.7% | 403,359 | $37.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -3.5% | 395,717 | $37.2M |
| Employees Retirement System of Texas | 0.37% | No change | 393,000 | $37.0M |
| Donaldson Capital Management, LLC | 1.39% | New | 387,293 | $36.4M |
| Two Sigma Investments, LP | 0.09% | Add +992.1% | 384,419 | $36.2M |
| Macquarie Group Ltd. | 0.04% | Add +2.6% | 389,985 | $35.5M |
| California State Teachers Retirement System | 0.04% | Reduce -4.1% | 376,280 | $35.4M |
| National Pension Service | 0.03% | Reduce -11.3% | 360,140 | $33.9M |
| STRS Ohio | 0.13% | Add +2.8% | 350,149 | $32.9M |
| Alliancebernstein L.P. | 0.01% | Reduce -14.3% | 348,297 | $32.8M |
| US Bancorp \de | 0.04% | Reduce -3.8% | 345,766 | $32.5M |
| Country Trust Bank | 0.78% | Add +2.7% | 333,419 | $31.4M |
| Old Republic International Corp. | 1.23% | No change | 332,331 | $31.3M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.50% | — | 331,007 | $31.1M |
| AQR Capital Management | 0.04% | Add +13.6% | 299,530 | $28.2M |
| Natixis Advisors, LLC | 0.05% | Add +7.2% | 295,607 | $27.8M |
| Adage Capital Partners Gp, L.L.C. | 0.05% | New | 295,608 | $27.8M |
| Korea Investment CORP | 0.07% | Reduce -32.8% | 291,524 | $27.4M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -4.1% | 286,266 | $26.9M |
| Amundi | 0.01% | Add +2.6% | 271,756 | $25.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +3.0% | 272,427 | $25.6M |
| Ensign Peak Advisors, Inc | 0.04% | Add +10.6% | 251,130 | $23.6M |
"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.