WEC Institutional Ownership
Who owns Wec Energy Group, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 1,425 funds reported holding WEC at Jun 30, 2026, together owning 140.0% of the company.
- ▲681 buying vs 494 selling
- ▲Held by funds +16.9 pts
- ▲Funds holding +27
- ▲Superinvestors: 5 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 1,425 | 1,398 | +1.9% |
| In funds' top 10 | 12 | 15 | −20.0% |
| 13F shares | 461M | 405M | +13.7% |
| Held by funds | 140.0% | 123.2% | +16.9 pts |
| New positions | 108 | 135 | −20.0% |
| Increased | 573 | 546 | +4.9% |
| Reduced | 411 | 411 | 0.0% |
| Sold out | 83 | 92 | −9.8% |
| Calls (shares) | 80K | 218K | −63.1% |
| Puts (shares) | 23K | 181K | −87.1% |
| Put/call ratio | 0.26 | 0.82 | −67.9% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in WEC
All superinvestors →
Who owns WEC
share of fund held shares- Index and passive funds26.9%
- Active managers and hedge funds48.0%
- Banks and brokers21.9%
- Pensions, insurers and other3.2%
The top 10 holders own 57.1% of all WEC shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
491 funds changed their position- Fort Washington Investment Advisors Inc /oh/New+478K sh
- Fjarde Ap-Fonden /fourth Swedish National Pension FundAdded+167K sh
- Principal Financial Group IncTrimmed−109K sh
- Assenagon Asset Management S.A.Trimmed−108K sh
- Rational Advisors, Inc.Sold out−7.9M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Ovata Capital Management Ltd | 21.28% | 70M | $84.7M | +42.6M |
| 2 | Tpg GP A, LLC | 10.33% | 34M | $42.1M | 0 |
| 3 | BlackRock, Inc. | 10.13% | 33.3M | $3.9B | +271K |
| 4 | Mizuho Securities USA LLC | 9.96% | 32.8M | $42.2M | +26K |
| 5 | Vanguard Capital Management LLC | 6.46% | 21.3M | $2.5B | +108K |
| 6 | State Street Corp | 6.41% | 21.1M | $2.5B | −149K |
| 7 | Vanguard Portfolio Management LLC | 5.13% | 16.9M | $2B | +106K |
| 8 | Tpg GP A, LLC | 4.56% | 15M | $15.6M | +15M |
| 9 | Income Research & Management | 2.82% | 9.3M | $9.6M | +9.3M |
| 10 | Geode Capital Management, LLC | 2.81% | 9.2M | $1.1B | +134K |
- Barclays PLC+1.8M sh+$206M
- American Century Companies Inc+715K sh+$83.5M
- Federated Hermes, Inc.+702K sh+$81.9M
- Bank of America Corp /de/+636K sh+$74.2M
- Ovata Capital Management Ltd+42.6M sh+$51.6M
- Caisse de depot et placement du Quebec+415K sh+$48.5M
- First Trust Advisors LP+405K sh+$47.2M
- Citigroup Inc+379K sh+$44.3M
- Wellington Management Group LLP−1.2M sh−$146M
- Zimmer Partners, LP−834K sh−$96.5M
- Rathbones Group PLC−821K sh−$95.8M
- Nuveen, LLC−716K sh−$83.6M
- Commonwealth of Pennsylvania Public School Empls Retrmt Sys−578K sh−$66.9M
- Morgan Stanley−451K sh−$52.7M
- Cbre Investment Management Listed Real Assets LLC−373K sh−$43.5M
- Jpmorgan Chase & Co−365K sh−$43.3M
WEC institutional ownership FAQ
Who owns the most WEC stock?
In Q2 2026 13F filings the largest holder of WEC was Ovata Capital Management Ltd, followed by Tpg GP A, LLC and BlackRock, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of WEC is owned by institutions?
Funds that file 13F reports held 140.0% of WEC's shares at Jun 30, 2026, compared with 123.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying WEC?
In Q2 2026, 681 funds bought WEC (108 of them new positions) and 494 sold (83 sold out completely). Among well known investors, 5 added and 0 cut. Our fund sentiment for WEC is strongly bullish.
What is WEC's institutional put/call ratio?
Funds reported $2.5M of WEC puts against $9.4M of calls, a put/call ratio of 0.26 (0.82 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this WEC ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.