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Security record · archived quarter

WEC

WEC Energy Group, Inc. · Utilities · Regulated Electric

107.52 +0.8% mkt cap $35.02B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
16Tracked holders
+3Δ holders
43.76MShares held
$4.77BReported value
+3New positions
−0Exits
Strongly Rising Conviction score 64/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +23.1% · share flow +1.0% · net new positions +18.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 156 -1 223.37M $25.13B +4 −5
Q1 2026 160 -1 217.02M $24.72B +3 −4
Q4 2025 159 0 231.73M $24.09B +2 −2
Q3 2025 20 +2 130.94M $15.00B +3 −1
Q2 2025 15 -4 115.79M $12.06B −4
Q1 2025 16 +3 43.76M $4.77B +3
Q4 2024 13 +1 43.32M $4.07B +1
Q3 2024 11 -1 14.62M $1.40B −1
Q2 2024 12 10.73M $839.93M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 21.03M -1.8% $2.29B 0.1% ▼ Trim 2 SEC ↗
2 Wellington Management 10.14M -8.2% $1.10B 0.2% ▼ Trim 4 SEC ↗
3 Wellington Management 10.14M -8.2% $1.10B 0.2% ▼ Trim 4 SEC ↗
4 Wellington Management 10.14M -8.2% $1.10B 0.2% ▼ Trim 4 SEC ↗
5 Wellington Management 10.14M -8.2% $1.10B 0.2% ▼ Trim 4 SEC ↗
6 Wellington Management 10.14M -8.2% $1.10B 0.2% ▼ Trim 4 SEC ↗
7 Wellington Management 10.14M -8.2% $1.10B 0.2% ▼ Trim 4 SEC ↗
8 Geode Capital Management (passive) 8.36M +3.7% $908.18M 0.1% ▲ Add 4 SEC ↗
9 Geode Capital Management (passive) 8.36M +3.7% $908.18M 0.1% ▲ Add 4 SEC ↗
10 Citadel Advisors 1.95M +249.9% $212.36M 0.2% ▲ Add 4 SEC ↗
11 Citadel Advisors 1.95M +249.9% $212.36M 0.2% ▲ Add 4 SEC ↗
12 Point72 Asset Management 656.52K New $71.55M 0.2% New 1 SEC ↗
13 T. Rowe Price 504.18K +1.2% $54.95M 0.0% ▲ Add 4 SEC ↗
14 T. Rowe Price 504.18K +1.2% $54.95M 0.0% ▲ Add 4 SEC ↗
15 Marshall Wace 362.21K -15.9% $39.47M 0.1% ▼ Trim 4 SEC ↗
16 Marshall Wace 362.21K -15.9% $39.47M 0.1% ▼ Trim 4 SEC ↗
17 AQR Capital Management 322.82K +7.8% $35.14M 0.0% ▲ Add 4 SEC ↗
18 AQR Capital Management 322.82K +7.8% $35.14M 0.0% ▲ Add 4 SEC ↗
19 AQR Capital Management 322.82K +7.8% $35.14M 0.0% ▲ Add 4 SEC ↗
20 AQR Capital Management 322.82K +7.8% $35.14M 0.0% ▲ Add 4 SEC ↗
21 AQR Capital Management 322.82K +7.8% $35.14M 0.0% ▲ Add 4 SEC ↗
22 Adage Capital Partners 114.91K -61.1% $12.52M 0.0% ▼ Trim 2 SEC ↗
23 Baillie Gifford 91.85K +53.9% $10.01M 0.0% ▲ Add 4 SEC ↗
24 Baillie Gifford 91.85K +53.9% $10.01M 0.0% ▲ Add 4 SEC ↗
25 D. E. Shaw & Co. 91.18K +269.7% $9.94M 0.0% ▲ Add 4 SEC ↗
26 D. E. Shaw & Co. 91.18K +269.7% $9.94M 0.0% ▲ Add 4 SEC ↗
27 Gotham Asset Management 87.30K +4.9% $9.51M 0.1% ▲ Add 4 SEC ↗
28 Millennium Management 32.33K -80.1% $3.52M 0.0% ▼ Trim 4 SEC ↗
29 Two Sigma Investments 15.40K -96.0% $1.68M 0.0% ▼ Trim 4 SEC ↗
30 Renaissance Technologies 3.40K New $370,532 0.0% New 1 SEC ↗
31 Fisher Asset Management 1.95K New $212,584 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $71.55M 0.2%
Renaissance Technologies $370,532 0.0%
Fisher Asset Management $212,584 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 7 holders, 81.38M shares, $99.78M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 11 PAYNE ULICE JR

Director · 980 sh · $103,468

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API