Who owns WEC (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-Q1 13F filings. 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
The tracked-fund tape on WEC is one-sided between 2025-Q4 and 2026-Q1: 408 added or opened and 131 trimmed or exited — on balance accumulating.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 1365 tracked filers holding WEC, 691 increased or opened the position and 544 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 46
- VANGUARD CAPITAL MANAGEMENT LLC$2.4B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.9B
- VANGUARD FIDUCIARY TRUST CO$212M
- Zimmer Partners, LP$97M
- Vanguard Global Advisers, LLC$82M
- VANGUARD ASSET MANAGEMENT, Ltd$71M
Full exits 47
- VANGUARD GROUP INC$4.3B
- Thomasville National Bank$21M
- Allianz Asset Management GmbH$17M
- NICOLET ADVISORY SERVICES, LLC$15M
- Trexquant Investment LP$14M
- FORSTA AP-FONDEN$10M
Largest adds
- STATE STREET CORP$276M
- JPMORGAN CHASE & CO$176M
- FEDERATED HERMES, INC.$164M
- AMERIPRISE FINANCIAL INC$163M
- FRANKLIN RESOURCES INC$159M
- BANK OF AMERICA CORP /DE/$139M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$394M
- BlackRock, Inc.$175M
- Clearbridge Investments, LLC$90M
- Soroban Capital Partners LP$20M
- Assenagon Asset Management S.A.$20M
- VICTORY CAPITAL MANAGEMENT INC$20M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 28,465,648 | $3.3B | 10.1% | 2026-Q1 |
| STATE STREET CORP added | 21,242,819 | $2.5B | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 21,147,206 | $2.4B | 7.5% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 16,771,608 | $1.9B | 5.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 9,106,652 | $1.1B | 3.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 8,560,214 | $991M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 7,970,050 | $923M | 2.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 5,931,540 | $687M | 2.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,667,783 | $656M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,526,693 | $637M | 1.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,441,582 | $630M | 1.9% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,819,764 | $558M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 4,742,853 | $549M | 1.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 4,499,490 | $521M | 1.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 4,434,011 | $513M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,623,922 | $420M | 1.3% | 2026-Q1 |
| Nuveen, LLC added | 3,591,004 | $416M | 1.3% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 3,423,763 | $396M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,382,948 | $392M | 1.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,627,581 | $304M | 0.9% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,571,015 | $298M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,479,662 | $287M | 0.9% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,168,691 | $251M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,014,394 | $233M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,918,157 | $222M | 0.7% | 2026-Q1 |
| MAIRS & POWER INC added | 1,910,685 | $221M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,831,948 | $212M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,811,556 | $210M | 0.6% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 1,733,312 | $201M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,698,720 | $197M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,566,151 | $181M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 1,518,310 | $176M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 1,451,007 | $168M | 0.5% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 1,376,051 | $159M | 0.5% | 2026-Q1 |
| FMR LLC added | 1,308,642 | $152M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,286,276 | $149M | 0.5% | 2026-Q1 |
| Magellan Asset Management Ltd trimmed | 1,261,329 | $146M | 0.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 1,237,016 | $143M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,234,259 | $143M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 1,198,459 | $139M | 0.4% | 2026-Q1 |
| Soroban Capital Partners LP trimmed | 1,198,148 | $139M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,195,147 | $138M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 1,184,357 | $137M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,148,527 | $133M | 0.4% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 1,091,886 | $126M | 0.4% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 1,031,567 | $119M | 0.4% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 981,349 | $114M | 0.3% | 2026-Q1 |
| CINCINNATI INSURANCE CO | 978,300 | $113M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 954,687 | $111M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 869,937 | $101M | 0.3% | 2026-Q1 |
| Zimmer Partners, LP trimmed | 833,814 | $97M | 0.3% | 2026-Q1 |
| Rathbones Group PLC added | 828,174 | $96M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 797,800 | $92M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 780,223 | $90M | 0.3% | 2026-Q1 |
| Energy Income Partners, LLC added | 765,610 | $89M | 0.3% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 739,190 | $86M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 736,978 | $85M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 732,998 | $85M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 710,644 | $82M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 700,527 | $81M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 683,413 | $79M | 0.2% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 678,954 | $79M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 678,212 | $79M | 0.2% | 2026-Q1 |
| Employees Retirement System of Texas trimmed | 625,933 | $72M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 611,124 | $71M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 598,198 | $69M | 0.2% | 2026-Q1 |
| GABELLI FUNDS LLC trimmed | 585,370 | $68M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 584,490 | $68M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 580,914 | $67M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 578,507 | $67M | 0.2% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 577,719 | $67M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 577,481 | $66M | 0.2% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 568,022 | $66M | 0.2% | 2026-Q1 |
| REAVES W H & CO INC added | 562,957 | $65M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 553,929 | $64M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 528,741 | $61M | 0.2% | 2026-Q1 |
| London & Capital Asset Management Ltd added | 513,715 | $59M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC added | 512,754 | $59M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 504,012 | $58M | 0.2% | 2026-Q1 |
| VAUGHAN DAVID INVESTMENTS LLC/IL added | 497,618 | $58M | 0.2% | 2026-Q1 |
| OLD REPUBLIC INTERNATIONAL CORP trimmed | 477,179 | $55M | 0.2% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 474,625 | $55M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 450,935 | $52M | 0.2% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC added | 442,053 | $51M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 435,096 | $50M | 0.2% | 2026-Q1 |
| Amundi trimmed | 431,842 | $50M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 431,598 | $50M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 429,659 | $50M | 0.2% | 2026-Q1 |
| National Pension Service added | 425,027 | $49M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama trimmed | 420,878 | $49M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 396,440 | $46M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 394,752 | $46M | 0.1% | 2026-Q1 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC added | 375,749 | $44M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 374,125 | $43M | 0.1% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 362,716 | $42M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 41,099,520 | $4.3B | 13.2% | 2025-Q4 stale |
| ClearBridge Investments Ltd added | 2,364,236 | $246M | 0.8% | 2025-Q2 stale |
| Point72 Asset Management, L.P. added | 1,047,964 | $109M | 0.3% | 2025-Q2 stale |
| COHEN & STEERS, INC. trimmed | 903,258 | $104M | 0.3% | 2025-Q3 stale |
| Freestone Grove Partners LP added | 620,565 | $71M | 0.2% | 2025-Q3 stale |
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.