WEC Energy Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 39.76 M | $3.82 B | 0.07% | 12.57% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 29.26 M | $2.81 B | 100.00% | 9.25% |
| STATE STREET CORP | 11/14/2024 | 21.40 M | $2.06 B | -0.80% | 6.77% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 7.95 M | $762.45 M | 1.35% | 2.52% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 7.92 M | $761.99 M | 1.52% | 2.51% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 7.33 M | $704.91 M | 5.01% | 2.32% |
| JPMORGAN CHASE & CO | 12/26/2024 | 4.81 M | $462.28 M | 17.02% | 1.52% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 4.72 M | $453.79 M | 17,270.51% | 1.49% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 4.29 M | $413.27 M | 1.08% | 1.36% |
| INVESCO LTD. | 11/12/2024 | 3.90 M | $375.34 M | 31.80% | 1.23% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 3.78 M | $362.97 M | 102.60% | 1.19% |
| MORGAN STANLEY | 11/14/2024 | 3.52 M | $338.17 M | -3.03% | 1.11% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 3.41 M | $327.96 M | -2.49% | 1.08% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.07 M | $295.72 M | -7.31% | 0.97% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 2.47 M | $237.24 M | -3.87% | 0.78% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 2.40 M | $231.30 M | -0.17% | 0.76% |
| MAGELLAN ASSET MANAGEMENT LTD | 11/14/2024 | 2.31 M | $222.35 M | -2.77% | 0.73% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.22 M | $213.05 M | -1.12% | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 2.05 M | $196.89 M | 14.82% | 0.65% |
| EARNEST PARTNERS LLC | 11/14/2024 | 1.98 M | $190.90 M | 1.53% | 0.63% |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11/14/2024 | 1.90 M | $182.76 M | 57.71% | 0.60% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/12/2024 | 1.89 M | $181.46 M | -16.54% | 0.60% |
| CLEARBRIDGE INVESTMENTS LTD | 11/12/2024 | 1.87 M | $179.49 M | 100.00% | 0.59% |
| ROYAL BANK OF CANADA | 11/14/2024 | 1.70 M | $163.80 M | 8.01% | 0.54% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 1.63 M | $157.03 M | -9.35% | 0.52% |
| SOROBAN CAPITAL PARTNERS LP | 11/14/2024 | 1.55 M | $148.76 M | -13.01% | 0.49% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 1.51 M | $145.27 M | -1.52% | 0.48% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.46 M | $140.86 M | -4.77% | 0.46% |
| UBS GROUP AG | 11/14/2024 | 1.42 M | $136.78 M | 35.95% | 0.45% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 1.39 M | $133.71 M | 2.53% | 0.44% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 1.37 M | $131.37 M | 11.66% | 0.43% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 1.36 M | $131.17 M | -10.58% | 0.43% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 1.28 M | $123.49 M | 25.96% | 0.41% |
| FMR LLC | 11/13/2024 | 1.23 M | $118.62 M | -5.10% | 0.39% |
| WESTWOOD HOLDINGS GROUP INC | 11/14/2024 | 1.22 M | $117.09 M | -6.10% | 0.39% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 1.22 M | $116.99 M | 4.05% | 0.38% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 1.19 M | $114.51 M | -7.11% | 0.38% |
| CRAWFORD INVESTMENT COUNSEL INC | 11/14/2024 | 1.17 M | $112.50 M | 3.87% | 0.37% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.15 M | $110.60 M | 2.87% | 0.36% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.12 M | $107.73 M | -4.12% | 0.35% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 990,288 | $95.25 M | -9.73% | 0.31% |
| CINCINNATI INSURANCE CO | 11/07/2024 | 978,300 | $94.09 M | 0.00% | 0.31% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 969,893 | $93.28 M | -51.49% | 0.31% |
| BAHL & GAYNOR INC | 11/12/2024 | 966,888 | $93.00 M | -0.34% | 0.31% |
| ZIMMER PARTNERS, LP | 11/14/2024 | 958,294 | $92.17 M | -20.00% | 0.30% |
| BESSEMER GROUP INC | 11/12/2024 | 954,882 | $91.84 M | 0.79% | 0.30% |
| SWISS NATIONAL BANK | 11/07/2024 | 937,287 | $90.15 M | 0.32% | 0.30% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 911,138 | $87.63 M | -13.60% | 0.29% |
| SEI INVESTMENTS CO | 11/12/2024 | 884,760 | $85.10 M | -1.59% | 0.28% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 834,613 | $79.51 M | 43.57% | 0.26% |
WEC Energy Group, Inc.institutional Ownership - FAQ's
During the previous two years, 1506 institutional investors and hedge funds held shares of WEC Energy Group, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 39.76 M
BlackRock Funding, Inc. /DE: 29.26 M
STATE STREET CORP: 21.4 M
GEODE CAPITAL MANAGEMENT, LLC: 7.95 M
WELLS FARGO & COMPANY/MN: 7.92 M
BANK OF AMERICA CORP /DE/: 7.33 M
79.87% of WEC Energy Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 321.74 M shares in the last 24 months. This purchase volume represents approximately $30.38 B in transactions.