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Wec Energy Group, Inc.

WEC
Exchange
NYSE
Industry
Electric & Other Services Combined
SEC CIK
0000783325

In the last 90 days, Wec Energy Group, Inc. insiders filed 0 open-market purchases and 1 sale; 1,408 institutions reported holding it in 13F filings for Q2 2026, worth $32.7B in total; Soros Fund Management is the only superinvestor holding it.

Q4 2023 vs. Q3 2023

How the institutions holding Wec Energy Group, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of WEC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders991181,051+78
Shares239.8M606.8K243.5M+4.30M (+1.8%)
Value$19.3B$48.9M$20.5B+$1.22B (+6.3%)

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (148)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 148 by value.

Institutions new to WEC in Q4 2023
InstitutionSharesValue% of portfolio
Qube Research & Technologies Ltd936,880$78.9M0.18%
Balyasny Asset Management LLC484,034$40.7M0.11%
Renaissance Technologies LLC274,775$23.1M0.04%
Cidel Asset Management Inc271,546$22.9M0.98%
HRT Financial LP196,436$16.5M0.12%
Soroban Capital Partners LP193,778$16.3M0.20%
Omers Administration Corp104,600$8.80M0.11%
Old Mission Capital LLC101,392$8.53M0.24%
Jefferies Financial Group Inc.87,307$7.35M0.12%
Jump Financial, LLC85,100$7.16M0.23%
Swiss Life Asset Management Ltd78,170$6.58M0.08%
Capital Fund Management S.A.77,436$6.52M0.08%
Occudo Quantitative Strategies LP68,380$5.76M0.78%
Viking Fund Management LLC67,000$5.64M1.10%
Signature Wealth Management Group41,699$3.51M1.62%
Intact Investment Management Inc.41,400$3.48M0.14%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management38,289$3.22M0.11%
Aware Super Pty Ltd as trustee of Aware Super30,304$3.20M0.04%
Second Half Financial Partners, LLC33,592$2.83M1.39%
Morton Community Bank33,575$2.83M0.92%
Duality Advisers, LP32,181$2.71M0.29%
Wellington Management Group LLP31,356$2.64M0.00%
PEAK6 Investments LLC30,352$2.55M0.11%
Point72 Asia (Singapore) Pte. Ltd.28,319$2.38M0.58%
Trexquant Investment LP27,490$2.31M0.05%
Rothschild Investment LLC27,108$2.28M0.19%
Broadwater Capital Management LLC25,370$2.14M1.67%
Pathstone Holdings, LLC24,512$2.07M0.01%
CTC Alternative Strategies, Ltd.23,629$1.99M4.13%
HighPoint Advisor Group LLC23,288$1.86M0.13%
BKM Wealth Management, LLC19,505$1.64M0.70%
Concurrent Investment Advisors, LLC18,713$1.58M0.07%
Sciencast Management LP18,531$1.56M0.85%
Pensionmark Financial Group, LLC18,456$1.55M0.20%
Aurora Investment Counsel17,510$1.42M0.92%
Two Sigma Advisers, LP16,800$1.41M0.00%
Ascent Group, LLC17,984$1.41M0.13%
Mesirow Financial Investment Management, Inc.21,732$1.36M0.05%
Ontario Teachers Pension Plan Board13,848$1.17M0.01%
Fox Hill Wealth Management12,771$1.07M0.82%
Colony Group, LLC12,529$1.05M0.01%
Icon Wealth Advisors, LLC12,482$1.05M0.11%
Two Sigma Securities, LLC12,334$1.04M0.05%
Graham Capital Management, L.P.12,082$1.02M0.03%
Principal Securities, Inc.11,683$983.4K0.04%
Trueblood Wealth Management, LLC11,525$970.1K0.61%
Edgestream Partners, L.P.11,311$952.0K0.07%
United Services Automobile Association10,191$857.8K0.02%
Trust Point Inc.9,568$805.3K0.07%
SageView Advisory Group, LLC9,123$736.8K0.03%
Quantbot Technologies LP8,691$731.5K0.04%
Highview Capital Management LLC8,189$689.3K0.37%
Lazard Asset Management LLC8,104$682.0K0.00%
FJ Investments, LLC8,100$681.8K0.03%
Degroof Petercam Asset Management8,000$673.4K0.01%
Fifth Lane Capital, LP7,729$650.5K0.76%
Investment Management Corp of Ontario7,362$619.7K0.02%
Paloma Partners Management Co6,909$581.5K0.10%
GAMMA Investing LLC7,186$580.3K0.16%
Nomura Holdings Inc6,358$535.2K0.00%
Petrus Trust Company, LTA5,993$504.4K0.05%
Intrua Financial, LLC5,915$497.9K0.08%
MGB Wealth Management, LLC5,714$480.9K0.24%
Northcape Wealth Management, LLC5,530$465.5K0.17%
Paradigm Financial Partners, LLC5,480$461.3K0.11%
Weaver Capital Management LLC5,153$433.7K0.18%
Tyche Wealth Partners LLC5,117$430.7K0.10%
Focus Financial Network Inc4,742$399.1K0.02%
Partnership Wealth Management, LLC4,900$395.7K0.30%
Significant Wealth Partners LLC4,357$366.7K0.27%
Sanibel Captiva Trust Company, Inc.3,951$332.6K0.01%
Glenview Trust Co3,694$310.9K0.01%
Quest Partners LLC3,631$305.6K0.06%
Brevan Howard Capital Management LP3,623$304.9K0.03%
Adviser Investments LLC3,474$292.4K0.00%
My Legacy Advisors, LLC3,540$290.7K0.10%
OneAscent Financial Services LLC3,451$290.0K0.04%
Valeo Financial Advisors, LLC3,302$277.9K0.01%
Axq Capital, LP3,300$277.8K0.07%
Syon Capital LLC3,250$273.6K0.03%
Boston Private Wealth LLC2,981$250.9K0.01%
HTLF Bank2,912$245.1K0.03%
Buckingham Strategic Wealth, LLC2,904$244.4K0.00%
Everpar Advisors LLC2,879$242.3K0.11%
Midland Wealth Advisors LLC2,862$240.9K0.02%
Independent Wealth Network Inc.2,825$237.8K0.13%
InterOcean Capital Group, LLC2,810$236.5K0.01%
KLR Investment Advisors, LLC2,772$233.3K0.17%
Kovack Advisors, Inc.2,664$224.3K0.03%
Modern Wealth Management, LLC2,642$222.4K0.03%
Spectrum Investment Advisors, Inc.2,633$221.7K0.18%
LWS Wealth Advisors, Inc.2,600$219.0K0.08%
Cedrus LLC2,584$217.5K0.13%
Group One Trading, L.P.2,570$216.3K0.01%
Argent Trust Co2,486$209.2K0.01%
Integris Wealth Management, LLC2,477$208.5K0.06%
Carnegie Capital Asset Management, LLC2,434$204.9K0.01%
Walter & Keenan Financial Consulting Co2,424$204.0K0.07%
Perigon Wealth Management, LLC2,390$201.2K0.01%
Hilltop Partners LLC2,385$200.7K0.08%

Sold out (70)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of WEC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC585,430$47.2M
Segall Bryant & Hamill, LLC143,170$11.5M
Susquehanna Fundamental Investments, LLC73,143$5.89M
Element Capital Management LLC34,626$2.79M
Weiss Asset Management LP33,659$2.71M
Crestline Management, LP30,940$2.49M
Aquila Investment Management LLC29,000$2.34M
Dark Forest Capital Management LP25,914$2.09M
Bayesian Capital Management, LP25,628$2.06M
Soros Fund Management LLCSuperinvestorSoros Fund Management25,000$2.01M
Oak Thistle LLC19,469$1.57M
Walleye Capital LLC13,142$1.06M
Fox Run Management, L.L.C.10,118$815.0K
Allianz Asset Management GmbH10,087$812.5K
Toews Corp9,400$757.2K
Titleist Asset Management, LLC8,419$678.1K
Madison Asset Management, LLC8,185$659.3K
AlphaStar Capital Management, LLC6,686$538.6K
Boothbay Fund Management, LLC6,588$530.7K
Dynamic Technology Lab Private Ltd6,278$506.0K
Pearl River Capital, LLC5,999$483.2K
Alethea Capital Management, LLC5,300$426.9K
West Family Investments, Inc.5,164$416.0K
Milestone Investment Advisors LLC5,028$405.0K
Dorsey & Whitney Trust CO LLC4,555$366.9K
Fund Management at Engine No. 1 LLC4,515$363.7K
Ethos Financial Group, LLC4,259$343.0K
Landscape Capital Management, L.L.C.4,059$327.0K
Sherbrooke Park Advisers LLC3,984$320.9K
Kingswood Wealth Advisors, LLC3,740$301.3K
Williams Jones Wealth Management, LLC.3,450$277.9K
Moody National Bank Trust Division3,377$272.0K
J.W. Cole Advisors, Inc.3,349$269.8K
Bessemer Securities LLC3,300$266.0K
RSM US Wealth Management LLC3,235$260.6K
Centre Asset Management, LLC3,120$251.0K
Axiom Financial Strategies, LLC2,939$236.7K
Monograph Wealth Advisors, LLC2,931$236.1K
Fukoku Mutual Life Insurance Co2,879$231.9K
CWS Financial Advisors, LLC2,763$222.6K
Fulcrum Equity Management2,704$217.8K
Financial Counselors Inc2,641$212.7K
Birch Hill Investment Advisors LLC2,637$212.4K
NinePointTwo Capital2,633$212.0K
Brighton Jones LLC2,550$205.4K
Waters Parkerson & Co., LLC2,544$205.0K
Point72 Asset Management, L.P.1,795$144.6K
Headinvest, LLC1,119$86.2K
Stonebridge Capital Advisors LLC1,068$86.0K
Register Financial Advisors LLC720$58.0K
Vestor Capital, LLC545$44.0K
West Tower Group, LLC512$41.2K
Authentikos Wealth Advisory, LLC467$37.6K
First Financial Corp455$36.6K
Carmel Capital Partners, LLC252$20.3K
Baker Avenue Asset Management, LP183$14.7K
RVW Wealth, LLC178$14.3K
South State Corp.160$12.9K
Briaud Financial Planning, Inc114$9.00K
WR Wealth Planners, LLC110$8.86K
Compass Wealth Management LLC100$8.05K
Thomas J. Herzfeld Advisors, Inc.62$4.99K
Copeland Capital Management, LLC39$3.14K
Western Pacific Wealth Management, LP38$3.06K
Citizens National Bank Trust Department36$2.90K
Lee Financial Co32$2.58K
DecisionPoint Financial, LLC25$2.01K
SkyView Investment Advisors, LLC27$2.00K
Avion Wealth24$1.00K
SRS Capital Advisors, Inc.7$564

Not filed for Q4 2023 yet (18)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Virginia Retirement Systems Et Al427,800$34.5M
First Republic Investment Management, Inc.58,786$4.74M
Rothschild Investment Corp30,263$2.44M
Kenfarb & Co.18,049$1.45M
Colony Group LLC12,404$999.0K
Pathstone Family Office, LLC11,781$959.3K
Advisor Partners II, LLC10,154$817.9K
Icon Wealth Partners, LLC7,576$610.3K
Freedom Wealth Alliance, LLC5,993$482.7K
Front Barnett Associates LLC5,551$447.0K
Bryn Mawr Trust Co3,981$320.7K
Focus Financial Network, Inc.3,916$315.4K
Ropes Wealth Advisors LLC3,557$286.5K
Mark Stevens2,912$234.6K
Johnson Midwest Financial, LLC2,617$210.8K
Column Capital Advisors, LLC1,056$85.1K
Sutton Wealth Advisors Inc.363$29.2K
Steward Financial Group LLC43$3.00K