WEC ENERGY GROUP INC (WEC) Institutional Ownership Changes & 13F Activity
WEC ENERGY GROUP INC (WEC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Envestnet Asset Management Inc, Citadel Advisors Llc, California State Teachers Retirement System, and Manufacturers Life Insurance Company, The.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +187 | +7.2% | 2,786 | $281.00 | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Sell | -112 | -7.3% | 1,418 | $142.91K | Q3 2026 | Oct 02, 2026 |
| Goalvest Advisory Llc | Buy | +62 | +21.1% | 356 | $35.88K | Q3 2026 | Oct 02, 2026 |
| Confluence Investment Management Llc | Sell | -50,019 | -4.2% | 1,141,313 | $115.02M | Q3 2026 | Oct 01, 2026 |
| Stonebridge Financial Group, Llc | Buy | +702 | +3.2% | 22,412 | $2.26M | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -13 | -5.2% | 236 | $23.78K | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Buy | +1 | — | 1 | $101.00 | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -3,734,979 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -36,702 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -27,374 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -21,094,044 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -7,500 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Security National Bank Of So Dak | Sell | -87 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Reynders Mcveigh Capital Management, Llc | Sell | -3,455 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -604 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -521 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -218,261 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -20,099 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -3,335 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -474,543 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -2,191 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -13 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -81 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -189,670 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -379,287 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -888 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -121,035 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -7,633 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -7,554 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -4,045 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
Frequently asked questions about WEC activity
Which institutional owners are buying WEC?
Institutional owners buying WEC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WEC activity?
"Buy" means an investor increased their reported position in WEC compared to the prior reporting period. This reflects growing exposure to WEC ENERGY GROUP INC (WEC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WEC increasing?
Institutional interest in WEC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related WEC Institutional Insights
- WEC Overview
- WEC 13F Institutional Holders
- WEC Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- WEC Insider Trading & SEC Form 4 Activity
- WEC Articles
- Top Institutional Investor Stock Rankings