WEC Energy Group — Institutional Ownership

Which tracked institutions hold WEC, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

66
Funds holding
$15320588444
Total value held
Buying
40 added/new · 22 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $4124408719 236168277 +85696339 +56.95%
2 State Street Corp $2517687952 65500044 +7962225 +13.84%
3 Wells Fargo & Company/Mn $1020345916 24787855 +1848641 +8.06%
4 Bank Of America Corp /De/ $1017536013 18809748 +2681698 +16.63%
5 Ameriprise Financial Inc $715012585 33333834 +33333834 NEW BUY
6 Jpmorgan Chase & Co $621276445 13501378 -2285315 -14.48%
7 Franklin Resources Inc $545425624 4670940 +236929 +5.34%
8 Invesco Ltd. $544310605 8618948 +8618948 NEW BUY
9 Morgan Stanley $509888859 11344770 -10151083 -47.22%
10 Federated Hermes, Inc. $481716419 4125344 +4125344 NEW BUY
11 Northern Trust Corp $407558713 3490269 +107321 +3.17%
12 Barclays Plc $375765747 3217999 +1766992 +121.78%
13 Raymond James Financial Inc $301901976 2585441 +105779 +4.27%
14 Pnc Financial Services Group, Inc. $296481649 2539022 -31993 -1.24%
15 Bank Of New York Mellon Corp $229509444 2559186 -55208 -2.11%
16 Goldman Sachs Group Inc $219908953 8472599 +4644442 +121.32%
17 Royal Bank Of Canada $206431000 11006840 +1000120 +9.99%
18 Ubs Group Ag $194659743 21908416 +21908416 NEW BUY
19 Citigroup Inc $185619808 4060755 -871428 -17.67%
20 Stifel Financial Corp $145332009 1244577 +1244577 NEW BUY
21 Principal Financial Group Inc $131115161 1122849 -72298 -6.05%
22 Bank Of Montreal /Can/ $86113999 15578191 -316 0.00%
23 Sei Investments Co $85432144 731639 -5339 -0.72%
24 Janus Henderson Group Plc $81097438 700527 +700527 NEW BUY
25 Westwood Holdings Group Inc $59841030 512469 -226721 -30.67%
26 Us Bancorp \De\ $37440219 320628 -4494 -1.38%
27 Truist Financial Corp $29413055 251889 +18558 +7.95%
28 Fifth Third Bancorp $19961243 170945 -2820 -1.62%
29 Nicolet Bankshares Inc $18696736 160285 -293 -0.18%
30 Park National Corp /Oh/ $18373619 157349 +4863 +3.19%
31 Prudential Financial Inc $18081718 154849 -2338 -1.49%
32 Hennessy Advisors Inc $17648618 151140 +151140 NEW BUY
33 Toronto Dominion Bank $13840505 118528 +7157 +6.43%
34 Bank Of Nova Scotia $9035080 77375 -8026 -9.40%
35 Zions Bancorporation, National Association /Ut/ $7113745 60921 +60921 NEW BUY
36 Allstate Corp $3705112 31730 +7253 +29.63%
37 Jefferies Financial Group Inc. $3610528 30920 +30920 NEW BUY
38 Regions Financial Corp $3466668 29688 -9913 -25.03%
39 Associated Banc-Corp $3074554 26330 +599 +2.33%
40 Nomura Holdings Inc $2564036 21958 -14304 -39.45%
41 M&T Bank Corp $1963618 16816 -152 -0.90%
42 Univest Financial Corp $1605062 13746 +187 +1.38%
43 Citizens Financial Group Inc/Ri $1483284 12703 +1102 +9.50%
44 Equitable Holdings, Inc. $1065107 9122 -9223 -50.28%
45 Banco Bilbao Vizcaya Argentaria, S.A. $760757 6515 -2790 -29.98%
46 Hilltop Holdings Inc. $428312 3668 +205 +5.92%
47 Atlantic Union Bankshares Corp $370162 3170 +852 +36.76%
48 Stonex Group Inc. $333268 2844 +2844 NEW BUY
49 Sprott Inc. $296596 2540 +2540 NEW BUY
50 Lcnb Corp $270673 2318 Held
51 Tompkins Financial Corp $241013 2064 +64 +3.20%
52 Enterprise Financial Services Corp $235991 2021 +210 +11.60%
53 Cullen/Frost Bankers, Inc. $232759 1993 +1993 NEW BUY
54 First Business Financial Services, Inc. $225366 1930 +1930 NEW BUY
55 Pinnacle Financial Partners, Inc. $220404 1887 -385 -16.95%
56 Finward Bancorp $215207 1843 Held
57 Old Republic International Corp $55729 477179 +477179 NEW BUY
58 First Horizon Corp $54765 469 +469 NEW BUY
59 First Bancorp, Inc /Me/ $49161 421 +421 NEW BUY
60 Peoples Financial Services Corp. $38067 326 Held

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.