Security record · archived quarter
WEC
WEC Energy Group, Inc. · Utilities · Regulated Electric
160Tracked holders
-1Δ holders
217.02MShares held
$24.72BReported value
+3New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow +2.4% ·
net new positions -0.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 383.44K | $38.69M | n/a | n/a |
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.05M | +0.4% | $3.83B | 0.1% | ▲ Add | 4 | SEC ↗ ×26 |
| 2 | State Street Global Advisors ✦ (passive) | 21.24M | +2.6% | $2.46B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 3 | Vanguard Capital Management Llc | 21.15M | n/a | $2.45B | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 9.11M | +3.0% | $1.05B | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 8.56M | +3.3% | $991.02M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Bank Of America Corp /De/ | 7.97M | +7.2% | $922.69M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Deutsche Bank Ag\ | 5.93M | -3.2% | $686.69M | 0.2% | ▼ Trim | 2 | SEC ↗ ×15 |
| 8 | Ameriprise Financial Inc | 5.67M | +21.1% | $656.47M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 9 | JPMorgan Chase ✦ | 5.53M | +26.4% | $637.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×18 |
| 10 | Charles Schwab Investment… | 5.44M | +2.0% | $629.94M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Wellington Management ✦ | 4.82M | -46.6% | $558.29M | 0.1% | ▼ Trim | 8 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 4.74M | +16.6% | $549.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×15 |
| 13 | Invesco Ltd. | 4.62M | +2.2% | $534.98M | 0.1% | ▲ Add | 2 | SEC ↗ ×14 |
| 14 | Franklin Resources Inc | 4.43M | +32.1% | $513.33M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 15 | Envestnet Asset Management Inc | 3.62M | +22.0% | $419.54M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Nuveen, LLC | 3.59M | +2.9% | $415.73M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Federated Hermes, Inc. | 3.42M | +55.1% | $396.37M | 0.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Northern Trust Corp | 3.38M | -7.1% | $391.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 19 | Legal & General Group Plc | 2.63M | -1.9% | $304.20M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Pnc Financial Services Group, Inc. | 2.57M | +0.3% | $297.65M | 0.2% | ▲ Add | 2 | SEC ↗ ×10 |
| 21 | Raymond James Financial Inc | 2.48M | +20.6% | $287.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Clearbridge Investments, LLC | 2.17M | -33.0% | $251.07M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 2.31M | +4.3% | $233.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×20 |
| 24 | Goldman Sachs Group ✦ | 1.92M | +58.6% | $222.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Qube Research & Technologies Ltd | 1.81M | +83.6% | $209.72M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.70M | +1.2% | $196.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 27 | UBS AM, a distinct business unit of… | 1.57M | +1.6% | $181.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 28 | UBS Group AG | 1.52M | -10.8% | $175.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 29 | Barclays Plc | 1.45M | +142.9% | $167.98M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Fidelity (FMR) ✦ | 1.31M | +1.6% | $152.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 31 | Dimensional Fund Advisors Lp | 1.29M | +3.4% | $148.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Stifel Financial Corp | 1.23M | +4.6% | $142.89M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 33 | LPL Financial LLC | 1.20M | +23.1% | $138.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Soroban Capital Partners LP | 1.20M | -13.7% | $138.71M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Principal Financial Group Inc | 1.20M | -7.0% | $138.36M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 36 | Citigroup Inc | 1.18M | +266.5% | $137.11M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Swiss National Bank | 954.69K | +8.2% | $110.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Squarepoint Ops LLC | 869.94K | -10.1% | $100.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 797.80K | +55.3% | $92.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Sumitomo Mitsui Trust Group, Inc. | 780.22K | -3.1% | $90.33M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Sei Investments Co | 842.98K | -5.9% | $85.45M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Mitsubishi UFJ Asset Management… | 733.00K | +5.0% | $84.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Janus Henderson Group Plc | 700.53K | +3337.5% | $81.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | Caisse De Depot Et Placement Du… | 683.41K | -22.5% | $79.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | California Public Employees… | 678.21K | -17.8% | $78.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Rhumbline Advisers | 598.20K | -1.8% | $69.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | First Trust Advisors Lp | 580.91K | -7.9% | $67.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Bank Of Montreal /Can/ | 578.51K | +3.5% | $66.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 49 | AQR Capital Management ✦ | 580.95K | -9.4% | $66.52M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 50 | Massachusetts Financial Services Co… | 568.02K | +46.0% | $65.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Baird Financial Group, Inc. | 553.93K | +13.7% | $64.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Hsbc Holdings Plc | 528.74K | -54.3% | $61.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 53 | Soros Fund Management ✦ | 512.75K | +432.8% | $59.36M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 504.01K | -1.3% | $58.35M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 55 | Pictet Asset Management Holding SA | 474.62K | -1.6% | $54.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Canada Pension Plan Investment Board | 450.94K | -2.2% | $52.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Marshall Wace ✦ | 435.10K | -32.5% | $50.37M | 0.1% | ▼ Trim | 8 | SEC ↗ ×3 |
| 58 | Amundi | 431.84K | -25.4% | $49.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Citadel Advisors ✦ | 431.60K | -22.6% | $49.97M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 60 | Victory Capital Management Inc | 429.66K | -34.9% | $49.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 61 | National Pension Service | 425.03K | +4.5% | $49.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 396.44K | -2.4% | $46.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 63 | California State Teachers… | 374.12K | -2.8% | $43.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Us Bancorp \De\ | 325.12K | -2.3% | $37.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 65 | Balyasny Asset Management L.P. | 315.29K | +35.8% | $36.50M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Alliancebernstein L.P. | 339.21K | -1.8% | $35.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | 1832 Asset Management L.P. | 295.64K | +10.2% | $34.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | American Century Companies Inc | 286.42K | -40.8% | $33.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 69 | State Board Of Administration Of… | 284.62K | 0.0% | $32.95M | 0.1% | Held | 2 | SEC ↗ |
| 70 | Mitsubishi UFJ Trust & Banking Corp | 268.29K | -4.0% | $31.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 262.07K | 0.0% | $30.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 264.26K | +929.5% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | Cetera Investment Advisers | 257.16K | +12.1% | $29.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Mackenzie Financial Corp | 254.99K | +470.4% | $29.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 254.92K | +18.9% | $29.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | HighTower Advisors, LLC | 254.18K | +3.8% | $29.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 239.20K | -2.5% | $27.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 78 | Osaic Holdings, Inc. | 237.30K | -3.4% | $27.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 79 | Truist Financial Corp | 233.33K | +24.5% | $27.01M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 80 | Gotham Asset Management ✦ | 229.91K | +16.5% | $26.62M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 81 | Manufacturers Life Insurance… | 222.16K | -8.4% | $25.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | CIBC Asset Management Inc | 212.04K | +9.2% | $24.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | State Of Wisconsin Investment Board | 3.18M | +0.2% | $23.98M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 84 | Hrt Financial Lp | 206.08K | +7030.7% | $23.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Assetmark, Inc | 205.71K | +14.2% | $23.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Zurcher Kantonalbank (Zurich… | 193.99K | +36.1% | $22.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Creative Planning | 178.51K | +22.6% | $20.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Wealth Enhancement Advisory… | 174.55K | -40.5% | $20.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Nomura Asset Management… | 174.42K | -2.2% | $20.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Fifth Third Bancorp | 173.76K | +125.3% | $20.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Asset Management One Co., Ltd. | 167.39K | -1.1% | $19.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 92 | Aberdeen Group plc | 167.22K | +3.7% | $19.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Chevy Chase Trust Holdings, LLC | 164.38K | -1.4% | $19.03M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 94 | Universal- Beteiligungs- und… | 163.64K | +3.2% | $18.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 95 | Commonwealth Equity Services, Llc | 159.73K | +10.0% | $18.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Prudential Financial Inc | 157.19K | -1.5% | $18.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Allspring Global Investments… | 151.57K | +5.1% | $17.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 98 | Td Asset Management Inc | 151.30K | +1.0% | $17.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 99 | Nomura Asset Management Co Ltd | 143.16K | +3.7% | $16.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 100 | Cerity Partners LLC | 137.44K | +160.8% | $15.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
“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
| Allianz Asset Management GmbH | $17.13M | was 0.0% |
| Group One Trading Llc | $2.39M | was 0.1% |
| Simplex Trading, Llc | $900,101 | was 0.0% |
| Empower Advisory Group, LLC | $219,251 | 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.
Frequently co-owned
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)
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 2026 ·
Methodology ·
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