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WEC Energy Group, Inc. 13F holders

1,414 funds reported a position in WEC Energy Group, Inc. in their 13F for the quarter ended 30 June 2026, together 280.8 million shares worth $32.79 billion. Against the quarter before, 81 opened a position, 566 added, 406 trimmed and 82 sold out; together they bought a net 697,323 shares. The largest holders: BlackRock, Inc., Vanguard Capital Management LLC and State Street Corp.

Funds holding1,414+30 on Q1 2026
Shares they held280.8Mworth $32.79 billion
Net bought on the quarter697,323 sharesabout $81.4 million at the funds' values
Funds buying to selling647 to 488opened or added, to cut or sold
Opened 81Added 566Held 347Trimmed 406Sold out 82
Opened: 81 fundsAdded: 566 fundsHeld: 347 fundsTrimmed: 406 fundsSold out: 82 funds

What each fund did in WEC against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 1,133 funds, 283.2 million shares1,133Q3 2024Q4 2024: 1,199 funds, 260.7 million shares1,199Q4 2024Q1 2025: 1,273 funds, 260.8 million shares1,273Q1 2025Q2 2025: 1,262 funds, 268.4 million shares1,262Q2 2025Q3 2025: 1,298 funds, 273.5 million shares1,298Q3 2025Q4 2025: 1,350 funds, 272.9 million shares1,350Q4 2025Q1 2026: 1,384 funds, 279.3 million shares1,384Q1 2026Q2 2026: 1,414 funds, 280.8 million shares1,414Q2 2026

Funds reporting a position in WEC in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

4,696 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 727 reported a position in WEC Energy Group, Inc.: 29 opened one, 265 added, 242 trimmed and 84 sold out, a net 1.2 million shares bought.

FundChange in sharesShares nowStatusFiling
Aberdeen Group plc+1,208,6201,307,324added13F
Barclays PLC-1,754,8961,463,103trimmed13F
Amundi+562,5161,010,543added13F
Commonwealth of Pennsylvania Public School Empls Retrmt Sys+523,060523,060new13F
Fort Washington Investment Advisors Inc.+478,341478,341new13F
Eurizon Capital SGR S.p.A.+248,640293,851added13F
Fjarde Ap-Fonden /fourth Swedish National Pension Fund+167,105214,105added13F
Principal Financial Group Inc.-109,4741,013,375trimmed13F
Assenagon Asset Management S.A.-107,530134,540trimmed13F
Pictet Asset Management Holding SA-106,780369,889trimmed13F
Cambridge Investment Research Advisors, Inc.-96,29686,739trimmed13F
Geode Capital Management, LLC+96,2579,336,631added13F
Wealth Enhancement Advisory Services, LLC+89,386243,911added13F
Deutsche Bank AG+87,5036,141,077added13F
Duff & Phelps Investment Management Co.-84,434895,500trimmed13F
Verity & Verity, LLC+80,331299,813added13F
LPL Financial LLC+69,2091,410,059added13F
Creative Planning+62,809275,346added13F
BI Asset Management Fondsmaeglerselskab A/S-60,50714,586trimmed13F
Citigroup Inc.+50,3851,614,140added13F
Confluence Investment Management LLC-50,0191,141,313trimmed13F
Fideuram Asset Management (Ireland) dac+45,37067,028added13F
Russell Investments Group, Ltd.+49,009334,342added13F
Swiss Life Asset Management Ltd+48,41191,340added13F
Bank of New York Mellon Corp-44,9461,914,240trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 1 reported a position in WEC Energy Group, Inc. in a 13F for the quarter ended 30 September 2026, and 8 more in a 13F for an earlier quarter, the latest each has filed. The largest: Geode Capital Management, 9.3 million shares worth $937.5 million, 0.0% of its reported book. In the quarter, 1 fund added or opened a position and 0 trimmed or sold out; together they bought a net 96,257 shares, about $9.7 million at the funds' own value per share on 30 September 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Geode Capital Management9,336,631$937.5 million0.0%+96,257added30 September 202613F
FMR LLC1,219,960$142.5 million0.0%-94,042trimmed30 June 2026, an earlier quarter13F
Soros Fund Management528,369$61.7 million1.0%+15,615added30 June 2026, an earlier quarter13F
Citadel Advisors474,543$55.4 million0.0%+42,945added30 June 2026, an earlier quarter13F
Millennium Management314,516$36.7 million0.0%+179,466added30 June 2026, an earlier quarter13F
Renaissance Technologies275,575$32.2 million0.0%+147,800added30 June 2026, an earlier quarter13F
Baillie Gifford87,935$10.3 million0.0%-7,307trimmed30 June 2026, an earlier quarter13F
Two Sigma Investments61,275$7.2 million0.0%+47,406added30 June 2026, an earlier quarter13F
Bridgewater Associates24,998$2.9 million0.0%+24,998new30 June 2026, an earlier quarter13F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
BlackRock, Inc.33,321,27711.87%$3.89 billion0.06%+271,33913F
Vanguard Capital Management LLC21,255,1537.57%$2.48 billion0.05%+107,94713F
State Street Corp.21,094,0447.51%$2.46 billion0.07%-148,77513F
Vanguard Portfolio Management LLC16,877,9356.01%$1.97 billion0.09%+106,32713F
Geode Capital Management, LLC9,240,3743.29%$1.08 billion0.06%+133,72213F
Bank of America Corp.8,605,7483.06%$1.00 billion0.07%+635,69813F
Wells Fargo & Company8,572,8553.05%$1.00 billion0.17%+12,64113F
Deutsche Bank AG6,053,5742.16%$706.9 million0.21%+122,03413F
Ameriprise Financial Inc.5,822,8342.07%$680.8 million0.14%+155,05113F
Charles Schwab Investment Management Inc.5,385,9081.92%$629.7 million0.08%-55,67413F
JPMorgan Chase & Co.5,161,3781.84%$611.3 million0.04%-365,31513F
Franklin Resources Inc.4,670,9401.66%$545.4 million0.12%+236,92913F
Invesco Ltd.4,618,9481.65%$539.4 million0.04%-2,10913F
Morgan Stanley4,291,7701.53%$501.2 million0.03%-451,08313F
Federated Hermes, Inc.4,125,3441.47%$481.7 million0.69%+701,58113F
Envestnet Asset Management Inc.3,734,9791.33%$436.1 million0.10%+111,05713F
Wellington Management Group LLP3,572,4561.27%$417.2 million0.07%-1,249,92813F
Northern Trust Corp.3,490,2691.24%$407.6 million0.05%+107,32113F
Barclays PLC3,217,9991.15%$375.8 million0.12%+1,766,99213F
Nuveen, LLC2,875,0061.02%$335.7 million0.08%-715,99813F
Raymond James Financial Inc.2,585,4410.92%$301.9 million0.08%+105,77913F
Legal & General Group Plc2,561,4440.91%$299.1 million0.06%-66,13713F
PNC Financial Services Group, Inc.2,539,0220.90%$296.5 million0.15%-31,99313F
Clearbridge Investments, LLC2,131,1280.76%$248.9 million0.21%-37,56313F
Bank of New York Mellon Corp1,959,1860.70%$228.8 million0.04%-55,20813F
Vanguard Fiduciary Trust Co.1,828,1700.65%$213.5 million0.05%-3,77813F
Goldman Sachs Group Inc.1,812,5990.65%$211.7 million0.02%-105,55813F
Mairs & Power Inc.1,787,9050.64%$208.8 million1.92%-122,78013F
Qube Research & Technologies Ltd1,771,7410.63%$206.9 million0.23%-39,81513F
Earnest Partners LLC1,701,4050.61%$198.7 million0.72%-31,90713F
Royal Bank of Canada1,668,8400.59%$194.9 million0.03%-29,88013F
UBS AM, a distinct business unit of UBS Asset Management Americas LLC1,644,3190.59%$192.0 million0.04%+78,16813F
Citigroup Inc.1,563,7550.56%$182.6 million0.09%+379,39813F
UBS Group AG1,485,4160.53%$173.5 million0.03%-32,89413F
LPL Financial LLC1,340,8500.48%$156.6 million0.04%+142,39113F
Dimensional Fund Advisors LP1,319,4460.47%$154.1 million0.03%+33,17013F
Bahl & Gaynor LLC1,296,7350.46%$151.4 million0.70%+265,16813F
Stifel Financial Corp.1,244,5770.44%$145.3 million0.12%+10,31813F
Magellan Asset Management Ltd1,238,1800.44%$144.6 million3.23%-23,14913F
FMR LLC1,219,9600.43%$142.5 million0.01%-94,04213F
Confluence Investment Management LLC1,191,3320.42%$139.1 million2.17%-45,68413F
Bessemer Group Inc.1,150,5860.41%$134.4 million0.18%+2,05913F
Principal Financial Group Inc.1,122,8490.40%$131.1 million0.06%-72,29813F
Caisse de depot et placement du Quebec1,098,6590.39%$128.3 million0.18%+415,24613F
Soroban Capital Partners LP1,051,1410.37%$122.7 million0.87%-147,00713F
Crawford Investment Counsel Inc.1,050,7390.37%$122.7 million2.04%-41,14713F
Cbre Investment Management Listed Real Assets LLC1,003,3630.36%$117.2 million1.63%-372,68813F
American Century Companies Inc.1,001,4900.36%$116.9 million0.05%+715,07013F
First Trust Advisors LP985,5240.35%$115.1 million0.07%+404,61013F
Duff & Phelps Investment Management Co.979,9340.35%$114.4 million1.08%-1,41513F
The 50 largest of the 1,414 funds that reported a position in WEC in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on WEC

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls49,500$5.8 million30 June 202613F
Citadel AdvisorsPuts28,700$3.4 million30 June 202613F
Millennium ManagementCalls16,500$1.9 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
30 April 202613GVanguard Capital Management and 1 other24.6 million7.5%31 March 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Portfolio Management and 1 other16.8 million5.2%31 March 2026passive, institutional (13d-1(b))EDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
25 August 20261,259$107.58SEC
13 August 20264,368$109.11SEC
7 August 20265$107.97SEC
3 August 20264,971$109.42SEC
31 July 20262,566$110.05SEC
20 July 20261,036$113.35SEC
17 July 20262$114.49SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 4,971 on 3 August 2026. A fail is an operational fact about settlement, not a position.