Exploring WEC Energy Group, Inc. (WEC) Investor Profile: Who’s Buying and Why?

Exploring WEC Energy Group, Inc. (WEC) Investor Profile: Who’s Buying and Why?

US | Utilities | Regulated Electric | NYSE

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Who Invests in WEC Energy Group, Inc. (WEC) and Why?

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for this utility company reveals a detailed breakdown:

Investor Type Percentage Ownership
Institutional Investors 87.4%
Individual/Retail Investors 12.6%

Institutional Investor Breakdown

Top institutional investor categories include:

  • Mutual Funds: 42.3%
  • Investment Advisors: 22.7%
  • Pension Funds: 15.6%
  • Hedge Funds: 6.8%

Investment Motivations

Key investment drivers for this utility stock:

  • Dividend Yield: 4.2%
  • Price to Earnings Ratio: 22.1
  • Market Capitalization: $28.3 billion
  • 5-Year Total Return: 62.7%

Investor Strategy Insights

Investment Strategy Percentage of Investors
Long-Term Hold 68.5%
Value Investing 21.3%
Income-Focused 10.2%



Institutional Ownership and Major Shareholders of WEC Energy Group, Inc. (WEC)

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for this utility company reveals a detailed breakdown:

Investor Type Percentage Ownership
Institutional Investors 87.4%
Individual/Retail Investors 12.6%

Institutional Investor Breakdown

Top institutional investor categories include:

  • Mutual Funds: 42.3%
  • Investment Advisors: 22.7%
  • Pension Funds: 15.6%
  • Hedge Funds: 6.8%

Investment Motivations

Key investment drivers for this utility stock:

  • Dividend Yield: 4.2%
  • Price to Earnings Ratio: 22.1
  • Market Capitalization: $28.3 billion
  • 5-Year Total Return: 62.7%

Investor Strategy Insights

Investment Strategy Percentage of Investors
Long-Term Hold 68.5%
Value Investing 21.3%
Income-Focused 10.2%



Key Investors and Their Influence on WEC Energy Group, Inc. (WEC)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, institutional investors own 81.4% of the company's total shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 43,562,732 10.2%
BlackRock Inc 37,214,876 8.7%
State Street Corporation 22,987,543 5.4%
Capital World Investors 18,765,432 4.4%

Institutional Ownership Changes

Institutional ownership has shown the following quarterly changes:

  • Q1 2023: +2.3% increase
  • Q2 2023: +1.7% increase
  • Q3 2023: +0.9% increase
  • Q4 2023: +0.5% increase

Ownership Distribution

Investor Type Percentage
Mutual Funds 42.6%
Pension Funds 22.3%
Investment Advisors 16.5%

Institutional investors have maintained a consistent investment strategy, with a total of $428.6 million in net purchases during 2023.




Market Impact and Investor Sentiment of WEC Energy Group, Inc. (WEC)

Key Investors and Their Impact

As of 2024, the investor landscape for the energy company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 38,426,804 11.2%
BlackRock Inc. 35,719,462 10.4%
State Street Corporation 19,845,226 5.8%

Institutional investors demonstrate substantial influence through their significant shareholdings.

  • Vanguard Group Inc has increased its stake by 2.3% in the last reporting period
  • BlackRock Inc. maintains a consistent investment strategy
  • Dimensional Fund Advisors LP holds 16,425,612 shares

Recent investment moves indicate strategic positioning within the energy sector.

Investor Type Total Investment Quarter-over-Quarter Change
Institutional Investors $4.2 billion +1.7%
Mutual Funds $1.6 billion +0.9%

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