undamentalytics Newsletter

WEC Energy Group: which funds bought and sold

Institutions that bought and sold WEC Energy Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 672 institutions that filed 13F reports for both quarters added to or opened positions in WEC Energy Group, and 491 cut or closed them. Together they added a net 968K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−3.2%); index fund managers were net buyers of 537K shares (+0.5%). 100 opened a new position and 81 sold out entirely.

Bought, Q2 2026 672 institutions, 100 of them new holders Sold, Q2 2026 491 institutions, 81 of them sold out
Net change, all compared +968K shares (+0.3%)
Net change, active managers −1.1M shares (−3.2%), 30 bought, 40 sold

Buyers versus sellers

institutions compared, 1,450
Active managers and hedge funds 30 bought · 40 sold · −1.1M
Index fund managers 8 bought · 4 sold · +537K
Other institutions 634 bought · 447 sold · +1.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Barclays PLC +1.8M +121.8% 3.2M $376M
American Century Companies Inc Active manager +715K +249.7% 1.0M $117M
Federated Hermes, Inc. Active manager +702K +20.5% 4.1M $482M
Bank Of America Corp +636K +8.0% 8.6M $1B
Caisse De Depot Et Placement Du Quebec +415K +60.8% 1.1M $128M
First Trust Advisors LP +405K +69.7% 986K $115M
Citigroup Inc +379K +32.0% 1.6M $183M
Dearborn Partners LLC +285K +90.5% 599K $69.6M
Blackrock, Inc. Index funds +271K +0.8% 33.3M $3.9B
Reaves W H & Co Inc +259K +46.1% 822K $96M
Franklin Resources Inc Active manager +237K +5.3% 4.7M $545M
Assenagon Asset Management S.A. +236K +3905.8% 242K $28.3M
Curi Capital, LLC +220K +1564.0% 234K $27.4M
Life Cycle Investment Partners Ltd +207K New position 207K $24.1M
Millennium Management LLC Hedge fund +179K +132.9% 315K $36.7M
Ameriprise Financial Inc +155K +2.7% 5.8M $681M
Renaissance Technologies LLC Hedge fund +148K +115.7% 276K $32.2M
LPL Financial LLC +142K +11.9% 1.3M $157M
Geode Capital Management, LLC Index funds +134K +1.5% 9.2M $1.1B
Worldquant Millennium Advisors LLC Hedge fund +125K +564.9% 148K $17.2M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Wellington Management Group LLP Active manager −1.2M −25.9% 3.6M $417M
Zimmer Partners, LP Hedge fund −834K Sold out 0 —
Rathbones Group PLC −821K −49.5% 836K $97.6M
Nuveen, LLC −716K −19.9% 2.9M $336M
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys −578K Sold out 0 —
Morgan Stanley −451K −9.5% 4.3M $501M
Cbre Investment Management Listed Real Assets LLC −373K −27.1% 1.0M $117M
Jpmorgan Chase & Co −365K −6.6% 5.2M $611M
Balyasny Asset Management L.P. Hedge fund −308K −97.7% 7,389 $862,814
Westwood Holdings Group Inc Active manager −227K −30.7% 512K $59.8M
Mackenzie Financial Corp −203K −79.4% 52K $6.1M
Marshall Wace, LLP Hedge fund −176K −40.4% 260K $30.3M
Canada Pension Plan Investment Board −164K −36.4% 287K $33.5M
HRT Financial LP −162K −78.5% 44K $5.2M
State Street Corp Index funds −149K −0.7% 21.1M $2.5B
Soroban Capital Partners LP Hedge fund −147K −12.3% 1.1M $123M
California Public Employees Retirement System −124K −18.3% 554K $64.7M
Mairs & Power Inc Active manager −123K −6.4% 1.8M $209M
Man Group PLC Hedge fund −117K −98.4% 1,935 $225,950
Tortoise Capital Advisors, L.L.C. −116K −76.1% 36K $4.3M

New positions

largest by value

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,389
Ten largest holders
48.9%
of 13F-reported shares
Index fund managers
40.6%
of 13F-reported shares
Active managers and hedge funds
12.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 30 40 4 4 −1.1M −3.2%
Index fund managers 8 4 0 0 +537K +0.5%
Other institutions 634 447 96 77 +1.5M +1.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to WEC Energy Group · Insiders · Politicians