Security record · archived quarter
WEC
WEC Energy Group, Inc. · Utilities · Regulated Electric
156Tracked holders
-1Δ holders
223.37MShares held
$25.13BReported value
+4New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow +3.4% ·
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 Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.32M | +0.8% | $3.89B | 0.1% | ▲ Add | 5 | SEC ↗ ×26 |
| 2 | Vanguard Capital Management Llc | 21.26M | +0.5% | $2.48B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 21.09M | -0.7% | $2.46B | 0.1% | ▼ Trim | 7 | SEC ↗ ×3 |
| 4 | Geode Capital Management ✦ (passive) | 9.24M | +1.5% | $1.08B | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 8.61M | +8.0% | $1.00B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 6 | Wells Fargo & Company/Mn | 8.57M | +0.1% | $1.00B | 0.2% | ▲ Add | 3 | SEC ↗ ×9 |
| 7 | Deutsche Bank Ag\ | 6.05M | +2.1% | $706.88M | 0.2% | ▲ Add | 3 | SEC ↗ ×15 |
| 8 | Ameriprise Financial Inc | 5.82M | +2.7% | $680.83M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 9 | Charles Schwab Investment… | 5.39M | -1.0% | $629.66M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | JPMorgan Chase ✦ | 5.16M | -6.6% | $611.31M | 0.0% | ▼ Trim | 4 | SEC ↗ ×18 |
| 11 | Franklin Resources Inc | 4.67M | +5.3% | $545.43M | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 12 | Invesco Ltd. | 4.62M | -0.1% | $539.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 13 | Morgan Stanley ✦ | 4.29M | -9.5% | $501.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×15 |
| 14 | Federated Hermes, Inc. | 4.13M | +20.5% | $481.72M | 0.7% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Envestnet Asset Management Inc | 3.73M | +3.1% | $436.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 3.57M | -25.9% | $417.16M | 0.1% | ▼ Trim | 9 | SEC ↗ ×9 |
| 17 | Northern Trust Corp | 3.49M | +3.2% | $407.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Barclays Plc | 3.22M | +121.8% | $375.77M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Nuveen, LLC | 2.88M | -19.9% | $335.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Raymond James Financial Inc | 2.59M | +4.3% | $301.90M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Legal & General Group Plc | 2.56M | -2.5% | $299.10M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Pnc Financial Services Group, Inc. | 2.54M | -1.2% | $296.48M | 0.1% | ▼ Trim | 3 | SEC ↗ ×10 |
| 23 | Clearbridge Investments, LLC | 2.13M | -1.7% | $248.85M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank of New York Mellon Corp | 2.26M | -2.4% | $229.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 25 | Goldman Sachs Group ✦ | 1.81M | -5.5% | $211.66M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 26 | Qube Research & Technologies Ltd | 1.77M | -2.2% | $206.89M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.67M | -1.8% | $194.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 28 | UBS AM, a distinct business unit of… | 1.64M | +5.0% | $192.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 29 | Citigroup Inc | 1.56M | +32.0% | $182.60M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | UBS Group AG | 1.49M | -2.2% | $173.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 31 | LPL Financial LLC | 1.34M | +11.9% | $156.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 1.32M | +2.6% | $154.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Stifel Financial Corp | 1.24M | +0.8% | $145.33M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 34 | Fidelity (FMR) ✦ | 1.22M | -7.2% | $142.45M | 0.0% | ▼ Trim | 5 | SEC ↗ ×8 |
| 35 | Principal Financial Group Inc | 1.12M | -6.0% | $131.12M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 36 | Caisse De Depot Et Placement Du… | 1.10M | +60.8% | $128.29M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 37 | Soroban Capital Partners LP | 1.05M | -12.3% | $122.74M | 0.9% | ▼ Trim | 3 | SEC ↗ |
| 38 | American Century Companies Inc | 1.00M | +249.7% | $116.94M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | First Trust Advisors Lp | 985.52K | +69.7% | $115.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 40 | Swiss National Bank | 918.69K | -3.8% | $107.28M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Squarepoint Ops LLC | 848.70K | -2.4% | $99.10M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mitsubishi UFJ Asset Management… | 816.95K | +11.4% | $95.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 769.99K | -1.3% | $89.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | Sei Investments Co | 731.64K | -13.2% | $85.43M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Bnp Paribas Financial Markets | 690.05K | -13.5% | $80.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 617.88K | +16.9% | $72.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 47 | Rhumbline Advisers | 607.24K | +1.5% | $70.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 580.50K | -0.1% | $67.79M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 49 | Bank Of Montreal /Can/ | 578.19K | -0.1% | $67.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 50 | Massachusetts Financial Services Co… | 562.66K | -0.9% | $65.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Baird Financial Group, Inc. | 561.78K | +1.4% | $65.60M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | California Public Employees… | 554.11K | -18.3% | $64.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Soros Fund Management ✦ | 528.37K | +3.0% | $61.70M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 508.01K | +0.8% | $59.32M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 55 | Pictet Asset Management Holding SA | 476.67K | +0.4% | $55.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 56 | Citadel Advisors ✦ | 474.54K | +9.9% | $55.41M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 57 | Amundi | 448.03K | +3.8% | $52.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Victory Capital Management Inc | 435.54K | +1.4% | $50.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 59 | National Pension Service | 427.80K | +0.7% | $49.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 361.22K | -8.9% | $42.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Quantinno Capital Management LP | 358.43K | +40.6% | $41.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 343.41K | +1.2% | $39.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Mml Investors Services, Llc | 328.74K | +25.4% | $38.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Us Bancorp \De\ | 320.63K | -1.4% | $37.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 65 | Millennium Management ✦ | 314.52K | +132.9% | $36.73M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 66 | 1832 Asset Management L.P. | 312.45K | +5.7% | $36.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Gotham Asset Management ✦ | 301.88K | +31.3% | $35.25M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 294.45K | +11.4% | $34.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Canada Pension Plan Investment Board | 286.58K | -36.5% | $33.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 285.33K | +19.3% | $33.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 71 | State Board Of Administration Of… | 281.97K | -0.9% | $32.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 72 | Renaissance Technologies ✦ | 275.57K | +115.7% | $32.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Mitsubishi UFJ Trust & Banking Corp | 272.91K | +1.7% | $31.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Cetera Investment Advisers | 267.68K | +4.1% | $31.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Marshall Wace ✦ | 259.53K | -40.4% | $30.31M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 76 | Truist Financial Corp | 251.89K | +8.0% | $29.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 77 | Osaic Holdings, Inc. | 251.29K | +5.9% | $29.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 78 | State Of Wisconsin Investment Board | 8.17M | +157.4% | $29.24M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 79 | HighTower Advisors, LLC | 242.82K | -4.5% | $28.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Assenagon Asset Management S.A. | 242.07K | +3905.8% | $28.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 81 | Assetmark, Inc | 233.46K | +13.5% | $27.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | CIBC Asset Management Inc | 229.91K | +8.4% | $26.85M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 83 | Manufacturers Life Insurance… | 218.26K | -1.8% | $25.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Creative Planning | 212.54K | +19.1% | $24.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 85 | Corient Private Wealth LP | 202.91K | +79.8% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Allspring Global Investments… | 194.89K | +28.6% | $22.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 87 | Nomura Asset Management… | 178.46K | +2.3% | $20.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 170.94K | -1.6% | $19.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Asset Management One Co., Ltd. | 166.29K | -0.7% | $19.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | Commonwealth Equity Services, Llc | 164.17K | +2.8% | $19.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Universal- Beteiligungs- und… | 162.79K | -0.5% | $19.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 92 | Chevy Chase Trust Holdings, LLC | 161.04K | -2.0% | $18.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 93 | National Bank Of Canada /Fi/ | 157.95K | +117.0% | $18.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 94 | Prudential Financial Inc | 154.85K | -1.5% | $18.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 95 | Wealth Enhancement Advisory… | 154.53K | -11.5% | $17.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Nomura Asset Management Co Ltd | 149.26K | +4.3% | $17.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 97 | New York State Common Retirement… | 136.83K | +2.0% | $15.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Td Asset Management Inc | 122.71K | -18.9% | $14.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Ensign Peak Advisors, Inc | 120.56K | +57.8% | $14.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Toronto Dominion Bank | 118.53K | +6.4% | $13.84M | 0.0% | ▲ Add | 3 | 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
| Walleye Trading LLC | $7.28M | was 0.1% |
| Parallax Volatility Advisers… | $7.25M | was 0.4% |
| Cibc World Market Inc. | $294,287 | was 0.0% |
| Financial Engines Advisors… | $258,514 | was 0.0% |
| Loomis Sayles & Co L P | $89,374 | 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: Q2 2026 ·
Methodology ·
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