WEC
WEC Energy Group, Inc. · Utilities · Regulated Electric
Momentum inputs (comparable managers):
holder breadth -21.1% ·
share flow +0.8% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 154 | -1 | 222.68M | $25.05B | +4 | −7 |
| 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 | n/a | −4 |
| Q1 2025 | 16 | +3 | 43.76M | $4.77B | +3 | n/a |
| Q4 2024 | 13 | +1 | 43.32M | $4.07B | +1 | n/a |
| Q3 2024 | 11 | -1 | 14.62M | $1.40B | n/a | −1 |
| Q2 2024 | 12 | n/a | 10.73M | $839.93M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 39.95M | n/a | $4.16B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 29.83M | n/a | $3.11B | 0.1% | n/c | 1 | SEC ↗ ×26 |
| 3 | State Street Global Advisors ✦ (passive) | 20.48M | -2.6% | $2.13B | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 10.57M | +4.3% | $1.10B | 0.2% | ▲ Add | 5 | SEC ↗ ×6 |
| 5 | Geode Capital Management ✦ (passive) | 8.59M | +2.8% | $892.02M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 1.71M | -12.1% | $178.39M | 0.2% | ▼ Trim | 5 | SEC ↗ ×3 |
| 7 | Fidelity (FMR) ✦ | 1.30M | n/a | $135.04M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | Point72 Asset Management ✦ | 1.05M | +59.6% | $109.20M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Marshall Wace ✦ | 943.96K | +160.6% | $98.36M | 0.1% | ▲ Add | 5 | SEC ↗ ×3 |
| 10 | T. Rowe Price ✦ | 503.17K | -0.2% | $52.43M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 445.34K | +38.0% | $45.99M | 0.0% | ▲ Add | 5 | SEC ↗ ×5 |
| 12 | Millennium Management ✦ | 168.24K | +420.3% | $17.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 97.31K | +11.5% | $10.14M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 14 | Baillie Gifford ✦ | 85.89K | -6.5% | $8.95M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | D. E. Shaw & Co. ✦ | 55.94K | -38.6% | $5.83M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Adage Capital Partners | $12.52M | was 0.0% |
| Two Sigma Investments | $1.68M | was 0.0% |
| Renaissance Technologies | $370,532 | was 0.0% |
| Fisher Asset Management | $212,584 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,361 holders, 272.71M shares, $30.83B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 980 sh · $103,468
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology