Who owns WEC Energy Group (WEC)
Which tracked institutional funds hold WEC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See WEC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
233 tracked funds added or opened WEC while 210 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
WEC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes WEC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in WEC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1340 tracked filers holding WEC, 678 increased or opened the position and 557 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in WEC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- Ovata Capital Management Ltd$85M
- Jupiter Topco LLC$80M
- TPG GP A, LLC$58M
- Life Cycle Investment Partners Ltd$24M
- Thomasville National Bank$23M
- NewEdge Advisors, LLC$11M
Full exits 81
- BESSEMER GROUP INC$133M
- Zimmer Partners, LP$97M
- JANUS HENDERSON GROUP PLC$81M
- Employees Retirement System of Texas$72M
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$67M
- VAUGHAN DAVID INVESTMENTS LLC/IL$58M
Largest adds
- BlackRock, Inc.$595M
- BARCLAYS PLC$208M
- FEDERATED HERMES, INC.$85M
- AMERICAN CENTURY COMPANIES INC$84M
- BANK OF AMERICA CORP /DE/$82M
- Caisse de depot et placement du Quebec$49M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$141M
- Nuveen, LLC$80M
- MORGAN STANLEY$48M
- CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC$42M
- BALYASNY ASSET MANAGEMENT L.P.$36M
- JPMORGAN CHASE & CO$26M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Ovata Capital Management Ltd new | 70,000,000 | $85M | 0.3% | 2026-Q2 |
| TPG GP A, LLC new | 34,000,000 | $42M | 0.1% | 2026-Q2 |
| BlackRock, Inc. added | 33,321,277 | $3.9B | 13.5% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC added | 32,754,000 | $39M | 0.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 21,255,153 | $2.5B | 8.6% | 2026-Q2 |
| STATE STREET CORP trimmed | 21,094,044 | $2.5B | 8.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 16,877,935 | $2.0B | 6.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 9,240,374 | $1.1B | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 8,605,748 | $1.0B | 3.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 8,572,855 | $1.0B | 3.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 6,053,574 | $707M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,822,834 | $681M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,385,908 | $630M | 2.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,161,378 | $611M | 2.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 4,670,940 | $545M | 1.9% | 2026-Q2 |
| Invesco Ltd. added | 4,618,948 | $539M | 1.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,291,770 | $501M | 1.7% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 4,125,344 | $482M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,734,979 | $436M | 1.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,572,456 | $417M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,490,269 | $408M | 1.4% | 2026-Q2 |
| BARCLAYS PLC added | 3,217,999 | $376M | 1.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,875,006 | $336M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,585,441 | $302M | 1.0% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,561,444 | $299M | 1.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,539,022 | $296M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 2,131,128 | $249M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,959,186 | $229M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,828,170 | $213M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,812,599 | $212M | 0.7% | 2026-Q2 |
| MAIRS & POWER INC trimmed | 1,787,905 | $209M | 0.7% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,771,741 | $207M | 0.7% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,701,405 | $199M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,668,840 | $195M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,644,319 | $192M | 0.7% | 2026-Q2 |
| CITIGROUP INC added | 1,563,755 | $183M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 1,485,416 | $173M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 1,340,850 | $157M | 0.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,319,446 | $154M | 0.5% | 2026-Q2 |
| Bahl & Gaynor LLC added | 1,296,735 | $151M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,244,577 | $145M | 0.5% | 2026-Q2 |
| Magellan Asset Management Ltd trimmed | 1,238,180 | $145M | 0.5% | 2026-Q2 |
| FMR LLC trimmed | 1,219,960 | $142M | 0.5% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,191,332 | $139M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,122,849 | $131M | 0.5% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 1,098,659 | $128M | 0.4% | 2026-Q2 |
| Soroban Capital Partners LP trimmed | 1,051,141 | $123M | 0.4% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 1,050,739 | $123M | 0.4% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 1,003,363 | $117M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,001,490 | $117M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 985,524 | $115M | 0.4% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 979,934 | $114M | 0.4% | 2026-Q2 |
| CINCINNATI INSURANCE CO | 978,300 | $114M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 918,687 | $107M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 848,697 | $99M | 0.3% | 2026-Q2 |
| Rathbones Group PLC added | 835,830 | $98M | 0.3% | 2026-Q2 |
| Energy Income Partners, LLC added | 835,526 | $98M | 0.3% | 2026-Q2 |
| REAVES W H & CO INC added | 822,305 | $96M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 816,948 | $95M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 769,993 | $90M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 731,639 | $85M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 702,368 | $82M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 690,049 | $81M | 0.3% | 2026-Q2 |
| Jupiter Topco LLC new | 685,202 | $80M | 0.3% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 682,599 | $80M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 681,958 | $80M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 617,881 | $72M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 607,235 | $71M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 584,270 | $68M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 580,502 | $68M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 578,191 | $68M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 562,657 | $66M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 561,785 | $66M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 554,114 | $65M | 0.2% | 2026-Q2 |
| SOROS FUND MANAGEMENT LLC added | 528,369 | $62M | 0.2% | 2026-Q2 |
| W1M Asset Management Ltd added | 527,164 | $62M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 517,902 | $60M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 512,469 | $60M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 508,014 | $59M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 476,669 | $56M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 474,543 | $55M | 0.2% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC added | 447,934 | $52M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 435,542 | $51M | 0.2% | 2026-Q2 |
| National Pension Service added | 427,797 | $50M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 420,190 | $49M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 379,287 | $44M | 0.2% | 2026-Q2 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC trimmed | 375,155 | $44M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 361,221 | $42M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 358,426 | $42M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 343,406 | $40M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 328,738 | $38M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 325,128 | $38M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 320,628 | $37M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 314,516 | $37M | 0.1% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 314,438 | $36M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 313,397 | $37M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. added | 312,450 | $36M | 0.1% | 2026-Q2 |
| NS Partners Ltd trimmed | 306,688 | $36M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 301,882 | $35M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 294,454 | $35M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.