WEC Energy GroupWEC

13F holders, Q3 2025 (September 30)
1,293holders +37
124new positions
75sold out
6famous investors
$114.41avg. 13F price*

At the end of Q3 2025, 1,293 institutions reported holding WEC Energy Group Inc. (WEC) in their 13F filings, up 37 from Q2 2025. 124 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.5B) and State Street Corp. ($2.3B). 6 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions124$248.8M
Exits75$189.4M

All 13F filers, Q2 2025 → Q3 2025: 15,641,367 shares bought and 11,904,307 shares sold, net +3,737,060 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,293 holders

Vanguard Group Inc. 0.07% Add +0.8% 40,280,324 $4.6B
BlackRock, Inc. 0.06% Add +1.8% 30,378,211 $3.5B
State Street Corp. 0.08% Reduce -1.2% 20,245,284 $2.3B
Wellington Management Group LLP 0.20% Reduce -4.3% 10,118,901 $1.2B
Geode Capital Management, LLC 0.06% Add +1.8% 8,749,446 $998.7M
Wells Fargo & Company 0.19% Add +2.1% 8,235,951 $943.8M
Bank of America Corp. 0.06% Add +0.3% 7,272,393 $833.3M
Deutsche Bank AG 0.23% Add +6.9% 5,965,571 $683.6M
Charles Schwab Investment Management Inc. 0.10% Add +1.2% 5,284,394 $605.4M
JPMorgan Chase & Co. 0.04% Reduce -6.4% 4,957,762 $568.1M
Ameriprise Financial Inc. 0.13% Add +7.7% 4,786,414 $550.2M
Clearbridge Investments, LLC 0.39% Add +177.8% 4,522,972 $518.3M
Invesco Ltd. 0.08% Add +38.7% 4,431,281 $507.8M
Morgan Stanley 0.03% Reduce -3.6% 4,103,564 $470.2M
Nuveen, LLC 0.12% Add +6.5% 3,912,725 $448.4M
Northern Trust Corp. 0.05% Reduce -3.6% 3,592,242 $411.6M
Envestnet Asset Management Inc. 0.10% Add +12.4% 3,046,591 $349.1M
Legal & General Group Plc 0.07% Add +3.4% 2,697,248 $309.1M
PNC Financial Services Group, Inc. 0.18% Add +9.6% 2,589,930 $296.8M
Bank of New York Mellon Corp 0.04% Reduce -1.0% 2,100,651 $240.7M
Federated Hermes, Inc. 0.41% Add +0.2% 2,033,620 $233.0M
Earnest Partners LLC 0.91% Reduce -7.8% 1,828,168 $209.5M
Goldman Sachs Group Inc. 0.03% Add +24.0% 1,823,690 $209.0M
Raymond James Financial Inc. 0.07% Reduce -0.9% 1,810,786 $207.5M
Mairs & Power Inc. 1.93% Add +20.2% 1,793,851 $205.6M
Royal Bank of Canada 0.04% Reduce -2.4% 1,759,818 $201.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -15.4% 1,689,843 $193.6M
Citadel Advisors 0.13% Reduce -18.1% 1,401,645 $160.6M
Confluence Investment Management LLC 2.27% Reduce -2.0% 1,390,656 $159.4M
Principal Financial Group Inc. 0.08% Reduce -2.4% 1,371,709 $157.2M
UBS Group AG 0.03% Reduce -36.1% 1,342,265 $153.8M
Caisse de depot et placement du Quebec 0.27% Add +4.7% 1,326,668 $152.0M
Magellan Asset Management Ltd 1.77% Reduce -1.2% 1,300,826 $149.1M
FMR LLC 0.01% Add +0.3% 1,300,043 $149.0M
CBRE Investment Management Listed Real Assets LLC 2.03% Add +17.1% 1,239,002 $142.0M
Franklin Resources Inc. 0.04% Reduce -5.3% 1,221,066 $139.9M
Dimensional Fund Advisors LP 0.03% Add +2.5% 1,217,003 $139.5M
Stifel Financial Corp. 0.12% Reduce -3.2% 1,172,020 $134.3M
Crawford Investment Counsel Inc. 2.09% Add +0.6% 1,100,872 $126.1M
Soroban Capital Partners LP 1.03% Add +234.3% 1,097,900 $125.8M
Duff & Phelps Investment Management Co. 1.34% Reduce -8.1% 1,028,768 $117.9M
Cincinnati Insurance Co. 1.74% No change 978,300 $112.1M
California Public Employees Retirement System 0.07% Reduce -19.6% 960,632 $110.1M
Balyasny Asset Management L.P. 0.23% Add +22.4% 948,363 $108.7M
LPL Financial LLC 0.03% Add +5.7% 934,078 $107.0M
Bessemer Group Inc. 0.16% Reduce -0.2% 920,942 $105.5M
Swiss National Bank 0.06% Reduce -4.8% 919,887 $105.4M
Cohen & Steers, Inc. 0.19% Reduce -22.4% 903,258 $103.5M
Westwood Holdings Group Inc. 0.74% Reduce -9.8% 891,004 $102.1M
Bahl & Gaynor LLC 0.50% Reduce -5.2% 878,339 $100.6M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +0.5% 838,782 $96.1M
Sei Investments Co. 0.10% Reduce -10.8% 817,208 $93.6M
First Trust Advisors LP 0.06% Add +26.3% 754,939 $86.5M
Rathbones Group PLC 0.35% Add +2.3% 748,935 $85.8M
BNP Paribas Financial Markets 0.06% Add +70.2% 710,722 $81.4M
Barclays PLC 0.03% Reduce -30.7% 695,590 $79.7M
Marshall Wace, LLP 0.09% Reduce -26.6% 692,536 $79.4M
Employees Retirement System of Texas 0.73% Reduce -0.9% 671,333 $76.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.37% Add +0.9% 649,689 $74.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.05% Add +4.1% 636,134 $72.9M
Rhumbline Advisers 0.06% Reduce -1.7% 631,863 $72.4M
Benjamin Edwards Inc. 0.81% Add +0.9% 623,624 $71.5M
Freestone Grove Partners LP 0.53% Add +30697.3% 620,565 $71.1M
AQR Capital Management 0.04% Add +34.4% 598,723 $68.5M
Gabelli Funds LLC 0.47% Reduce -1.9% 595,570 $68.2M
Bank of Montreal 0.03% Add +2.1% 546,593 $62.6M
HSBC Holdings PLC 0.04% Reduce -0.7% 536,917 $61.4M
T. Rowe Price Associates Inc. 0.01% Add +1.1% 508,452 $58.3M
American Century Companies Inc. 0.03% Reduce -0.9% 499,486 $57.2M
Vaughan David Investments LLC 1.21% Reduce -0.8% 490,047 $56.2M
Qube Research & Technologies Ltd 0.08% Add +40.0% 466,800 $53.5M
Canada Pension Plan Investment Board 0.04% Add +21.1% 461,523 $52.9M
Epoch Investment Partners, Inc. 0.29% Add +1.2% 459,515 $52.7M
Amundi 0.02% Add +18.1% 451,768 $51.8M
Donaldson Capital Management, LLC 1.62% Reduce -0.1% 447,504 $51.3M
Energy Income Partners, LLC 0.98% Add +0.3% 444,496 $50.9M
Victory Capital Management Inc. 0.03% Reduce -20.3% 441,105 $50.5M
Retirement Systems of Alabama 0.16% Add +0.0% 420,422 $48.2M
Vaughan Nelson Investment Management, L.P. 0.44% Add +13.5% 419,574 $48.1M
Alliancebernstein L.P. 0.01% Add +18.3% 407,986 $46.8M
Neuberger Berman Group LLC 0.03% Add +9.5% 401,607 $46.0M
Baird Financial Group, Inc. 0.07% Add +3.4% 400,391 $45.9M
Natixis Advisors, LLC 0.07% Add +2.0% 389,790 $44.7M
Macquarie Group Ltd. 0.05% Reduce -1.9% 384,919 $44.1M
California State Teachers Retirement System 0.05% Add +0.3% 383,517 $43.9M
Dearborn Partners LLC 2.05% Reduce -0.1% 381,925 $43.8M
Russell Investments Group, Ltd. 0.05% Add +41.9% 380,247 $43.6M
National Pension Service 0.03% Add +0.8% 370,999 $42.5M
Campbell Newman Asset Management Inc. 3.10% Add +2.2% 369,433 $42.3M
ExodusPoint Capital Management, LP 0.58% New 364,457 $41.8M
Hudson Bay Capital Management LP 0.29% Add +192.8% 355,711 $40.8M
Massachusetts Financial Services Co. 0.01% New 352,234 $40.4M
US Bancorp \de 0.05% Add +0.5% 337,504 $38.7M
Old Republic International Corp. 1.43% No change 336,279 $38.5M
Citigroup Inc. 0.03% Reduce -0.5% 322,201 $36.9M
Gateway Investment Advisers LLC 0.34% Reduce -6.0% 308,335 $35.3M
Wealth Enhancement Advisory Services, LLC 0.05% Add +6.4% 296,340 $34.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -47.1% 293,784 $33.7M
Adage Capital Partners Gp, L.L.C. 0.05% New 293,008 $33.6M
State Board of Administration of Florida Retirement System 0.06% Reduce -1.7% 285,813 $32.8M

"% 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 1,293 holders