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WEC — WEC ENERGY GROUP INC

Reported value held$8.84B
Funds holding (latest)49
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)44
Institutional value$4.37B · 350.29M sh
New / Add / Cut / Exit2 / 20 / 15 / 2
Top-5 / Top-10 concentration67.7% / 86.8%
Institutional holdings change Accumulating +16.3% (+49.08M sh)
Institutional value change Down -2.7%

As of Q2 2026, 44 SEC-registered investment managers reported holding WEC (WEC ENERGY GROUP INC) in their latest 13F filings, with a combined reported value of $4.37B across 350.29M shares. That is +16.3% by share count (+49.08M shares) versus the previous quarter, while reported value moved -2.7%. Ownership is concentrated: the five largest holders account for 67.7% of reported value and the top ten for 86.8%.

Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 15 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

WEC is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 41.10M $4.33B 0.06% Add
Geode Capital Management history Q2 2026 9.24M $1.08B 0.06% Add
Charles Schwab Investment Management history Q2 2026 5.39M $629.66M 0.08% Reduce
Franklin Resources history Q2 2026 4.67M $545.43M 0.12% Add
Northern Trust Corp history Q2 2026 3.49M $407.56M 0.05% Add
Legal & General Investment Management America history Q2 2026 2.56M $299.10M 0.06% Reduce
PNC Financial Services history Q2 2026 2.54M $296.48M 0.15% Reduce
Point72 Asset Management history Q2 2026 174.76M $211.61M 0.24% Add
Principal Global Investors history Q2 2026 1.12M $131.12M 0.06% Reduce
CDPQ (Caisse de Depot) history Q2 2026 1.10M $128.29M 0.18% Add
Janus Henderson Group history Q1 2026 700.53K $81.10M 0.04% Add
AQR Capital Management history Q2 2026 580.50K $67.79M 0.02% Hold
MFS Investment Management history Q2 2026 562.66K $65.70M 0.02% Reduce
Soros Fund Management history Q2 2026 528.37K $61.70M 0.86% Add
Moore Capital Management history Q2 2025 48.00M $54.13M 0.69% New
Amundi US history Q2 2026 448.03K $52.32M 0.01% Add
National Pension Service of Korea history Q2 2026 427.80K $49.95M 0.03% Add
Marshall Wace history Q2 2026 13.26M $43.83M 0.04% Add
CPP Investments history Q2 2026 286.58K $33.46M 0.02% Reduce
Renaissance Technologies history Q2 2026 275.57K $32.18M 0.04% Add

View all 49 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Geode Capital Management 6.11M 6.28M 6.26M 6.47M 6.62M 6.74M 6.81M 7.01M 7.14M 7.29M 7.63M 7.85M 7.95M 8.06M 8.36M 8.59M 8.75M 8.84M 9.11M 9.24M
Charles Schwab Investment Management 1.49M 1.54M 1.59M 1.60M 1.65M 1.69M 1.70M 1.71M 1.73M 1.78M 1.82M 1.86M 3.78M 3.86M 5.21M 5.22M 5.28M 5.34M 5.44M 5.39M
Franklin Resources 1.02M 1.01M 972.73K 1.09M 1.12M 1.13M 1.16M 1.14M 1.13M 1.01M 706.73K 683.44K 690.03K 751.73K 1.14M 1.29M 1.22M 3.36M 4.43M 4.67M
Northern Trust Corp 4.84M 4.70M 4.62M 4.62M 4.74M 4.57M 4.48M 4.03M 3.95M 4.07M 3.78M 3.76M 3.67M 3.82M 4.00M 3.73M 3.59M 3.64M 3.38M 3.49M
Legal & General Investment Management America 3.72M 3.65M 3.62M 3.50M 3.19M 3.15M 3.10M 3.17M 3.09M 3.62M 3.61M 3.32M 3.07M 2.39M 2.45M 2.61M 2.70M 2.68M 2.63M 2.56M
PNC Financial Services 2.44M 2.43M 2.42M 2.60M 2.62M 2.59M 2.60M 2.57M 2.52M 2.45M 2.44M 2.41M 2.40M 2.38M 2.38M 2.36M 2.59M 2.56M 2.57M 2.54M
Point72 Asset Management 455.89K — — — — — — — 1.79K — — — — — 656.52K 1.05M 138.12M 136.28M 131.28M 174.76M
Principal Global Investors 1.66M 1.73M 1.58M 1.62M 1.71M 1.91M 1.92M 1.81M 1.85M 1.85M 1.83M 1.80M 1.63M 1.58M 1.39M 1.41M 1.37M 1.29M 1.20M 1.12M
CDPQ (Caisse de Depot) 52.55K 59.47K 8.29K — — — 1.67M 2.15M 1.94M 1.10M 345.44K 1.20M 1.90M 1.69M 1.27M 1.27M 1.33M 881.41K 683.41K 1.10M
AQR Capital Management 652.72K 621.69K 731.62K 766.30K 691.61K 619.19K 518.27K 468.44K 398.67K 371.83K 307.42K 316.32K 263.71K 299.53K 322.82K 445.34K 598.72K 641.41K 580.95K 580.50K
MFS Investment Management 125.61K 126.94K — — — — — — — — — — — — — — 352.23K 389.07K 568.02K 562.66K
Soros Fund Management — — — — — — — — 25.00K — — — — — — — — 96.25K 512.75K 528.37K
Amundi US 732.22K 633.94K 659.62K 736.88K 814.71K 809.49K 1.04M 995.41K 886.17K 855.79K 590.41K 715.82K 264.85K 271.76K 287.85K 382.41K 451.77K 578.55K 431.84K 448.03K
National Pension Service of Korea 509.65K 496.06K 370.22K 370.23K 364.04K 376.43K 387.62K 377.16K 390.70K 390.70K 403.12K 413.84K 406.11K 360.14K 364.66K 368.22K 371.00K 406.90K 425.03K 427.80K
Marshall Wace 23.56K 379 355.94K 100.22K 70.36K 181.59K — — 53.12K 90.50K 129.26K 116.91K 93.97K 430.71K 362.21K 38.44M 33.19M 25.64M 10.44M 13.26M
CPP Investments 385.96K 371.31K 311.85K 311.95K 271.52K 383.39K 561.71K 561.71K 561.71K 561.71K 583.63K 583.63K 594.43K 578.56K 323.45K 380.98K 461.52K 461.05K 450.94K 286.58K
Renaissance Technologies 524.48K 199.00K 1.32M 1.31M 621.28K 298.70K 250.70K 22.30K — 274.77K 669.58K 632.18K — — 3.40K — — 209.97K 127.78K 275.57K
Citadel Advisors 550.49K 107.72K 599.93K 150.99K 65.62K 188.38K 104.34K 690.77K 721.11K 678.76K 267.32K 534.89K 881.86K 730.46K 2.42M 10.00M 14.00M 40.90M 25.00M 25.00M
Millennium Management 1.07M 324.54K 562.18K 1.65M 286.29K 280.17K 478.04K 1.20M 311.19K 1.82M 1.39M 424.77K 88.99K 162.11K 38.33K 168.24K 87.69K 213.80K 153.85K 26.55M
Manulife Financial 311.12K 267.98K 678.06K 659.76K 785.32K 850.03K 666.79K 770.84K 817.95K 620.37K 427.60K 196.77K 201.18K 198.65K 458.89K 555.80K 293.78K 242.52K 222.16K 218.26K

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