WEC Energy Group, Inc. (WEC) Bundle
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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