WEC Energy GroupWEC
13F holders, Q1 2025 (March 31)1,268holders +73
144new positions
70sold out
8famous investors
$108.95avg. 13F price*
At the end of Q1 2025, 1,268 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 73 from Q4 2024. 144 opened new positions and 70 sold out. The largest holders were Vanguard Group Inc. ($4.3B), BlackRock, Inc. ($3.2B) and State Street Corp. ($2.3B). 8 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Steve Cohen (0.2% of Point72 Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $437.9M |
| Exits | 70 | $114.0M |
All 13F filers, Q4 2024 → Q1 2025: 15,918,163 shares bought and 15,632,721 shares sold, net +285,442 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,268 holders
| Vanguard Group Inc. | 0.08% | Reduce -1.4% | 39,129,518 | $4.3B |
| BlackRock, Inc. | 0.07% | Reduce -2.5% | 29,437,079 | $3.2B |
| State Street Corp. | 0.09% | Reduce -1.8% | 21,026,780 | $2.3B |
| Wellington Management Group LLP | 0.21% | Reduce -8.2% | 10,137,896 | $1.1B |
| Geode Capital Management, LLC | 0.07% | Add +3.7% | 8,358,955 | $908.2M |
| Wells Fargo & Company | 0.20% | Reduce -0.6% | 7,769,055 | $846.7M |
| Bank of America Corp. | 0.07% | Add +12.4% | 7,110,105 | $774.9M |
| Deutsche Bank AG | 0.24% | Reduce -4.5% | 5,465,533 | $595.6M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +34.9% | 5,213,304 | $567.7M |
| JPMorgan Chase & Co. | 0.04% | Add +16.6% | 5,103,604 | $556.2M |
| Ameriprise Financial Inc. | 0.13% | Add +0.8% | 4,274,385 | $466.5M |
| Northern Trust Corp. | 0.06% | Add +4.9% | 4,003,464 | $436.3M |
| Morgan Stanley | 0.03% | Add +6.7% | 3,749,796 | $408.7M |
| Nuveen, LLC | 0.12% | — | 3,701,341 | $403.4M |
| Invesco Ltd. | 0.06% | Reduce -27.1% | 3,070,604 | $334.6M |
| Envestnet Asset Management Inc. | 0.09% | Add +20.6% | 2,519,401 | $274.6M |
| Legal & General Group Plc | 0.07% | Add +2.5% | 2,446,839 | $266.7M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -0.3% | 2,375,321 | $258.9M |
| ClearBridge Investments Ltd | 6.65% | Add +20.5% | 2,351,655 | $256.3M |
| Bank of New York Mellon Corp | 0.05% | Reduce -1.6% | 2,226,034 | $242.6M |
| Federated Hermes, Inc. | 0.47% | Add +1.4% | 1,999,474 | $217.9M |
| Earnest Partners LLC | 1.03% | Reduce -1.9% | 1,977,238 | $215.5M |
| Raymond James Financial Inc. | 0.08% | Reduce -2.3% | 1,962,290 | $213.9M |
| Citadel Advisors | 0.21% | Add +249.9% | 1,948,573 | $212.4M |
| Royal Bank of Canada | 0.05% | Add +3.3% | 1,884,952 | $205.4M |
| Clearbridge Investments, LLC | 0.16% | Add +16.5% | 1,672,011 | $182.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -0.3% | 1,651,795 | $180.0M |
| Cohen & Steers, Inc. | 0.31% | New | 1,535,885 | $167.4M |
| Magellan Asset Management Ltd | 1.94% | Reduce -11.9% | 1,465,204 | $159.7M |
| UBS Group AG | 0.04% | Reduce -3.6% | 1,461,380 | $159.3M |
| Confluence Investment Management LLC | 2.27% | Reduce -3.1% | 1,444,397 | $157.4M |
| California Public Employees Retirement System | 0.11% | Reduce -3.4% | 1,409,292 | $153.6M |
| Principal Financial Group Inc. | 0.09% | Reduce -12.2% | 1,391,475 | $151.6M |
| Mairs & Power Inc. | 1.58% | Add +81.9% | 1,389,081 | $151.4M |
| Bahl & Gaynor LLC | 0.73% | Add +40.0% | 1,319,511 | $143.8M |
| Duff & Phelps Investment Management Co. | 1.62% | Reduce -6.3% | 1,271,792 | $138.6M |
| Caisse de depot et placement du Quebec | 0.29% | Reduce -25.2% | 1,267,856 | $138.2M |
| FMR LLC | 0.01% | Add +1.4% | 1,237,381 | $134.8M |
| Stifel Financial Corp. | 0.14% | Reduce -1.0% | 1,209,675 | $131.8M |
| Dimensional Fund Advisors LP | 0.03% | Add +0.3% | 1,183,426 | $129.0M |
| Franklin Resources Inc. | 0.04% | Add +51.5% | 1,138,742 | $124.1M |
| Crawford Investment Counsel Inc. | 2.18% | Reduce -2.4% | 1,123,989 | $122.5M |
| First Trust Advisors LP | 0.10% | Add +2.0% | 1,076,169 | $117.3M |
| CBRE Investment Management Listed Real Assets LLC | 1.78% | Reduce -20.3% | 1,061,740 | $115.7M |
| Westwood Holdings Group Inc. | 0.88% | Reduce -9.6% | 1,050,446 | $114.5M |
| American Century Companies Inc. | 0.07% | Reduce -40.4% | 1,015,063 | $110.6M |
| Cincinnati Insurance Co. | 1.86% | No change | 978,300 | $106.6M |
| Pictet Asset Management Holding SA | 0.12% | Reduce -31.8% | 951,959 | $103.7M |
| BNP Paribas Financial Markets | 0.08% | Add +13.7% | 947,066 | $103.2M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -33.4% | 944,815 | $103.0M |
| Sei Investments Co. | 0.13% | Add +6.4% | 938,352 | $102.3M |
| Bessemer Group Inc. | 0.18% | Reduce -1.8% | 915,387 | $99.8M |
| Swiss National Bank | 0.07% | Reduce -0.1% | 892,187 | $97.2M |
| Soroban Capital Partners LP | 1.35% | Reduce -23.6% | 877,344 | $95.6M |
| LPL Financial LLC | 0.04% | Add +21.1% | 850,658 | $92.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +0.5% | 825,180 | $89.9M |
| Rathbones Group PLC | 0.40% | Reduce -2.6% | 763,981 | $83.3M |
| Barclays PLC | 0.04% | Reduce -5.0% | 762,008 | $83.0M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +1529.3% | 709,209 | $77.3M |
| Point72 Asset Management | 0.21% | New | 656,520 | $71.5M |
| Rhumbline Advisers | 0.07% | Add +5.7% | 642,778 | $70.0M |
| Gabelli Funds LLC | 0.52% | Reduce -1.9% | 619,470 | $67.5M |
| Benjamin Edwards Inc. | 0.93% | Add +6.0% | 609,706 | $66.4M |
| Employees Retirement System of Texas | 0.72% | Add +54.3% | 606,390 | $66.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.39% | Add +0.8% | 603,939 | $65.8M |
| Bank of Montreal | 0.04% | Reduce -8.5% | 601,349 | $65.5M |
| HSBC Holdings PLC | 0.04% | Reduce -5.1% | 575,715 | $62.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +10.1% | 564,418 | $61.5M |
| Epoch Investment Partners, Inc. | 0.30% | Reduce -3.2% | 522,231 | $56.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +1.2% | 504,184 | $54.9M |
| Vaughan David Investments LLC | 1.25% | Add +0.6% | 491,886 | $53.6M |
| Manufacturers Life Insurance Company, The | 0.05% | Add +131.0% | 458,887 | $50.0M |
| Energy Income Partners, LLC | 0.93% | Reduce -2.8% | 443,876 | $48.4M |
| Donaldson Capital Management, LLC | 1.77% | Add +10.9% | 429,443 | $46.8M |
| Retirement Systems of Alabama | 0.18% | Reduce -1.0% | 426,190 | $46.4M |
| Victory Capital Management Inc. | 0.05% | Add +3.9% | 411,248 | $44.8M |
| Vaughan Nelson Investment Management, L.P. | 0.43% | New | 390,230 | $42.5M |
| Alliancebernstein L.P. | 0.02% | Add +10.3% | 384,298 | $41.9M |
| Macquarie Group Ltd. | 0.05% | Reduce -3.0% | 378,252 | $41.2M |
| Dearborn Partners LLC | 1.97% | Reduce -17.3% | 377,467 | $41.1M |
| California State Teachers Retirement System | 0.05% | Reduce -0.2% | 375,606 | $40.9M |
| Citigroup Inc. | 0.03% | Add +76.6% | 375,377 | $40.9M |
| Neuberger Berman Group LLC | 0.03% | Reduce -8.1% | 370,734 | $40.4M |
| National Pension Service | 0.04% | Add +1.3% | 364,659 | $39.7M |
| Marshall Wace, LLP | 0.05% | Reduce -15.9% | 362,214 | $39.5M |
| Natixis Advisors, LLC | 0.07% | Add +20.8% | 357,080 | $38.9M |
| Korea Investment CORP | 0.09% | Add +18.3% | 344,744 | $37.6M |
| Old Republic International Corp. | 1.42% | Add +1.2% | 336,279 | $36.6M |
| US Bancorp \de | 0.05% | Reduce -3.3% | 334,328 | $36.4M |
| STRS Ohio | 0.15% | Reduce -4.6% | 334,117 | $36.4M |
| Aware Super Pty Ltd as trustee of Aware Super | 0.61% | No change | 331,007 | $36.1M |
| Gateway Investment Advisers LLC | 0.41% | Reduce -28.5% | 324,433 | $35.4M |
| Canada Pension Plan Investment Board | 0.03% | Reduce -44.1% | 323,449 | $35.2M |
| AQR Capital Management | 0.04% | Add +7.8% | 322,822 | $35.1M |
| Russell Investments Group, Ltd. | 0.04% | Add +80.4% | 293,621 | $32.0M |
| Baird Financial Group, Inc. | 0.06% | Add +16.3% | 290,402 | $31.6M |
| State Board of Administration of Florida Retirement System | 0.06% | Add +0.6% | 287,846 | $31.4M |
| Amundi | 0.01% | Add +5.9% | 287,849 | $31.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.08% | Add +1.0% | 275,116 | $30.0M |
| Huntington National Bank | 0.28% | Add +5.0% | 260,720 | $28.4M |
"% of holder's portfolio" is WEC's weight in each manager's 13F, not the share of WEC Energy Group Inc. the manager owns.