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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.

13F holders, Q4 2023

Institutional positions in Wec Energy Group, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,051
+78 vs. Q3 2023
Shares held
243.5M
+4.30M (+1.8%) vs. Q3 2023
Total value
$20.5B
+$1.22B (+6.3%) vs. Q3 2023
New holders
148
326 more added
Sold out
70
381 more reduced

18 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting WEC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,051 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2023: $20.5B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2023.

Institutions holding WEC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0New
True Wealth Design, LLC4$3370.00%00.0%Unchanged
Evermay Wealth Management LLC4$3370.00%+4New
Sofos Investments, Inc.3$3530.00%−125−97.7%Reduced
Financial Synergies Wealth Advisors, Inc.4$3760.00%00.0%Unchanged
Tfo-TDC, LLC5$4210.00%−320−98.5%Reduced
JJJ Advisors Inc.5$4210.00%−139−96.5%Reduced
WestEnd Advisors, LLC5$4210.00%−3−37.5%Reduced
PSI Advisors, LLC8$6730.00%00.0%Unchanged
Logan Capital Management Inc9$7580.00%−9−50.0%Reduced
Aspect Partners, LLC9$7580.00%+9New
Turtle Creek Wealth Advisors, LLC9$7580.00%+9New
Highline Wealth Partners LLC10$8420.00%00.0%Unchanged
Planning Capital Management Corp10$8420.00%+10New
Vaughan Nelson Investment Management, L.P.14$1.00K0.00%−286,096−100.0%Reduced
Bell Investment Advisors, Inc13$1.09K0.00%−23−63.9%Reduced
Wolff Wiese Magana LLC15$1.26K0.00%−5−25.0%Reduced
Federation des caisses Desjardins du Quebec16$1.35K0.00%00.0%Unchanged
Nemes Rush Group LLC16$1.35K0.00%+2+14.3%Added
Glen Eagle Advisors, LLC17$1.43K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.45K0.00%00.0%Unchanged
Pineridge Advisors LLC18$1.51K0.00%+18New
SJS Investment Consulting Inc.18$1.52K0.00%−2−10.0%Reduced
Carmichael Hill & Associates, Inc.18$1.52K0.00%00.0%Unchanged
ClariVest Asset Management LLC19$1.60K0.00%+8+72.7%Added
CVA Family Office, LLC20$1.68K0.00%+20New
Dunhill Financial, LLC21$1.73K0.00%+21New
VisionPoint Advisory Group, LLC26$2.19K0.00%−10−27.8%Reduced
Retirement Group, LLC27$2.27K0.00%+27New
Arlington Trust Co LLC30$2.52K0.00%+30New
Harbor Investment Advisory, LLC31$2.61K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC34$2.86K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$2.86K0.00%+34New
Capital Analysts, LLC38$3.00K0.00%−47−55.3%Reduced
Tucker Asset Management LLC37$3.11K0.00%−36−49.3%Reduced
Ables, Iannone, Moore & Associates, Inc.38$3.20K0.00%+38New
Raffa Wealth Management, LLC40$3.37K0.00%00.0%Unchanged
LM Advisors LLC40$3.37K0.00%+40New
Abound Wealth Management49$4.13K0.00%−5−9.3%Reduced
Caitlin John, LLC54$4.54K0.00%+54New
Kayne Anderson Rudnick Investment Management LLC57$4.80K0.00%−146,941−100.0%Reduced
Voisard Asset Management Group, Inc.58$4.88K0.00%+58New
Mendota Financial Group, LLC60$5.05K0.00%+60New
McIlrath & Eck, LLC61$5.13K0.00%00.0%Unchanged
New Millennium Group LLC62$5.22K0.00%00.0%Unchanged
ORG Partners LLC63$5.38K0.00%+63New
City Holding Co66$5.55K0.00%00.0%Unchanged
Baystate Wealth Management LLC67$5.69K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC69$5.81K0.00%+69New
Investors Research Corp77$6.48K0.00%00.0%Unchanged
Solstein Capital, LLC82$6.90K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC85$7.15K0.00%+82+2,733.3%Added
MCF Advisors LLC87$7.32K0.00%+47+117.5%Added
GoalVest Advisory LLC90$7.58K0.00%+90New
Naples Money Management LLC90$7.58K0.01%+90New
Grove Bank & Trust93$7.83K0.00%00.0%Unchanged
Northwest Capital Management Inc94$7.91K0.00%+1+1.1%Added
Eagle Bay Advisors LLC100$8.42K0.01%−1−1.0%Reduced
Caldwell Sutter Capital, Inc.100$8.42K0.00%00.0%Unchanged
Central Bank & Trust Co100$8.42K0.00%00.0%Unchanged
NVWM, LLC100$8.42K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$8.42K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.106$8.92K0.00%00.0%Unchanged
Key Financial Inc106$8.92K0.00%00.0%Unchanged
Sittner & Nelson, LLC107$8.96K0.00%−350−76.6%Reduced
Tortoise Investment Management, LLC110$9.26K0.00%+100+1,000.0%Added
Wiser Advisor Group LLC111$9.34K0.02%+111New
DHJJ Financial Advisors, Ltd.112$9.43K0.00%00.0%Unchanged
CGC Financial Services, LLC120$10.1K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A120$10.1K0.00%+120New
Baldwin Brothers Inc125$10.5K0.00%00.0%Unchanged
Mascoma Wealth Management LLC125$10.5K0.00%00.0%Unchanged
Front Row Advisors LLC128$10.8K0.00%−301−70.2%Reduced
Clear Investment Research, LLC128$10.8K0.02%+128New
Northwest Financial Advisors134$11.3K0.01%+134New
Greenwood Gearhart Inc137$11.5K0.00%+137New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC138$11.6K0.00%−449−76.5%Reduced
Annapolis Financial Services, LLC145$12.2K0.00%00.0%Unchanged
Sachetta, LLC147$12.4K0.01%+147New
First Manhattan Co150$12.6K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC160$13.5K0.00%+160New
Livforsakringsbolaget Skandia, Omsesidigt165$13.9K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.167$14.0K0.01%+167New
Cornerstone Planning Group LLC169$14.2K0.00%−8−4.5%Reduced
Sunbelt Securities, Inc.170$14.3K0.00%−1,009−85.6%Reduced
Plante Moran Financial Advisors, LLC186$15.7K0.00%+30+19.2%Added
First Community Trust NA192$16.2K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC196$16.5K0.00%+148+308.3%Added
O'Dell Group, LLC200$16.8K0.00%+200New
Covestor Ltd196$17.0K0.01%−8−3.9%Reduced
Newbridge Financial Services Group, Inc.207$17.4K0.01%−82−28.4%Reduced
Carolinas Wealth Consulting LLC15,734$17.9K0.00%−720−4.4%Reduced
Financial Management Professionals, Inc.209$18.0K0.00%00.0%Unchanged
Scarborough Advisors, LLC227$19.1K0.00%+227New
Capstone Investment Advisors, LLC228$19.2K0.00%−6,770−96.7%Reduced
Stephens Consulting, LLC228$19.2K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC228$19.2K0.01%00.0%Unchanged
Versant Capital Management, Inc233$19.6K0.01%00.0%Unchanged
MV Capital Management, Inc.234$19.7K0.00%−82−25.9%Reduced
Hazlett, Burt & Watson, Inc.232$20.0K0.01%00.0%Unchanged