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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,408 | $32.7B |
| Q1 2026 | 1,381 | $32.2B |
| Q4 2025 | 1,347 | $28.6B |
| Q3 2025 | 1,295 | $30.7B |
| Q2 2025 | 1,258 | $27.5B |
| Q1 2025 | 1,270 | $28.4B |
| Q4 2024 | 1,196 | $24.5B |
| Q3 2024 | 1,132 | $24.2B |
| Q2 2024 | 1,076 | $19.3B |
| Q1 2024 | 1,039 | $20.2B |
| Q4 2023 | 1,051 | $20.5B |
| Q3 2023 | 991 | $19.3B |
| Q2 2023 | 1,026 | $21.1B |
| Q1 2023 | 1,018 | $22.5B |
| Q4 2022 | 1,068 | $22.4B |
| Q3 2022 | 1,012 | $21.0B |
| Q2 2022 | 1,039 | $23.6B |
| Q1 2022 | 1,016 | $22.8B |
| Q4 2021 | 999 | $22.5B |
| Q3 2021 | 927 | $20.3B |
| Q2 2021 | 945 | $20.4B |
| Q1 2021 | 929 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $20.2K | 0.01% | +240 | New |
| CoreFirst Bank & Trust | 245 | $20.6K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 252 | $21.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 256 | $21.5K | 0.01% | +1+0.4% | Added |
| Manchester Capital Management LLC | 267 | $22.5K | 0.00% | +217+434.0% | Added |
| FinTrust Capital Advisors, LLC | 270 | $22.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $23.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $23.7K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $24.4K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 297 | $25.0K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 300 | $25.3K | 0.02% | +300 | New |
| Tennessee Valley Asset Management Partners | 303 | $25.5K | 0.01% | +303 | New |
| Kelly Financial Services LLC | 309 | $26.0K | 0.01% | +244+375.4% | Added |
| Raleigh Capital Management Inc. | 309 | $26.0K | 0.01% | +7+2.3% | Added |
| American National Bank | 317 | $26.7K | 0.00% | −537−62.9% | Reduced |
| Highlander Capital Management, LLC | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $27.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $27.6K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 346 | $27.9K | 0.03% | +346 | New |
| Sound Income Strategies, LLC | 332 | $27.9K | 0.00% | −93−21.9% | Reduced |
| Ulland Investment Advisors, LLC | 331 | $28.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $28.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 338 | $28.4K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 348 | $29.3K | 0.02% | +348 | New |
| Colonial Trust Co | 351 | $29.5K | 0.01% | −438−55.5% | Reduced |
| First United Bank Trust | 352 | $29.6K | 0.01% | +352 | New |
| Bangor Savings Bank | 356 | $30.0K | 0.00% | −99−21.8% | Reduced |
| VitalStone Financial, LLC | 371 | $31.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 379 | $31.9K | 0.02% | +84+28.5% | Added |
| Fortitude Family Office, LLC | 397 | $33.4K | 0.02% | +397 | New |
| Ancora Advisors, LLC | 411 | $34.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 418 | $35.0K | 0.01% | +55+15.2% | Added |
| Maryland Capital Advisors Inc. | 418 | $35.2K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $35.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 425 | $35.8K | 0.02% | −111−20.7% | Reduced |
| Laurel Wealth Advisors LLC | 426 | $35.9K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $36.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 434 | $36.5K | 0.00% | −220−33.6% | Reduced |
| Fairman Group, LLC | 443 | $37.3K | 0.04% | +443 | New |
| Brown Brothers Harriman & Co | 452 | $38.0K | 0.00% | −1,175−72.2% | Reduced |
| Piscataqua Savings Bank | 459 | $38.6K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 465 | $39.1K | 0.02% | −11−2.3% | Reduced |
| Glassman Wealth Services | 469 | $39.5K | 0.01% | −21−4.3% | Reduced |
| Bruce G. Allen Investments, LLC | 472 | $39.7K | 0.04% | +472 | New |
| SOA Wealth Advisors, LLC. | 480 | $40.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 488 | $41.1K | 0.00% | +27+5.9% | Added |
| Granite FO LLC | 500 | $42.1K | 0.03% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 504 | $42.5K | 0.02% | +4+0.8% | Added |
| Salem Investment Counselors Inc | 518 | $43.6K | 0.00% | −40−7.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $43.9K | 0.01% | −57−9.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $44.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 540 | $45.4K | 0.00% | +308+132.8% | Added |
| Barrett & Company, Inc. | 540 | $45.5K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 541 | $45.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 548 | $46.1K | 0.01% | −71−11.5% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 551 | $46.4K | 0.02% | −441−44.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 553 | $46.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 555 | $47.0K | 0.00% | +1+0.2% | Added |
| CNB Bank | 566 | $47.6K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $48.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $48.6K | 0.02% | +457+377.7% | Added |
| St. Johns Investment Management Company, LLC | 580 | $48.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 600 | $50.5K | 0.01% | +21+3.6% | Added |
| TD Waterhouse Canada Inc. | 565 | $50.7K | 0.00% | +43+8.2% | Added |
| Hollencrest Capital Management | 612 | $51.5K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 634 | $53.0K | 0.00% | +490+340.3% | Added |
| Strengthening Families & Communities, LLC | 634 | $53.4K | 0.04% | −16−2.5% | Reduced |
| Fairfield, Bush & Co. | 642 | $54.0K | 0.03% | +642 | New |
| Concord Wealth Partners | 644 | $54.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 646 | $54.4K | 0.00% | +199+44.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $54.7K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $58.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 734 | $59.1K | 0.02% | +734 | New |
| Tanglewood Legacy Advisors, LLC | 736 | $61.9K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $63.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 771 | $64.0K | 0.01% | −60−7.2% | Reduced |
| Prestige Wealth Management Group LLC | 767 | $64.6K | 0.01% | −635−45.3% | Reduced |
| Rakuten Investment Management, Inc. | 780 | $65.6K | 0.00% | +780 | New |
| Thompson Siegel & Walmsley LLC | 800 | $67.0K | 0.00% | −30−3.6% | Reduced |
| Oakworth Capital, Inc. | 809 | $68.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 826 | $69.5K | 0.02% | +20+2.5% | Added |
| Operose Advisors LLC | 832 | $70.0K | 0.03% | +55+7.1% | Added |
| SYSTM Wealth Solutions LLC | 851 | $71.6K | 0.01% | +851 | New |
| Lindbrook Capital, LLC | 863 | $72.6K | 0.01% | −103−10.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 887 | $74.7K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 867 | $75.1K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $75.9K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 900 | $76.0K | 0.04% | +900 | New |
| Atlantic Private Wealth, LLC | 917 | $77.2K | 0.07% | +9+1.0% | Added |
| Capital Advisors, Ltd. LLC | 935 | $79.0K | 0.01% | +40+4.5% | Added |
| Pinnacle Bancorp, Inc. | 982 | $82.7K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $84.2K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,002 | $84.3K | 0.01% | +2+0.2% | Added |
| First Personal Financial Services | 1,020 | $85.9K | 0.02% | −56−5.2% | Reduced |
| Strategic Investment Solutions, Inc. | 1,028 | $86.5K | 0.02% | −63,075−98.4% | Reduced |
| Whittier Trust Co | 1,035 | $87.1K | 0.00% | −52−4.8% | Reduced |
| TFC Financial Management | 1,057 | $89.0K | 0.02% | +5+0.5% | Added |
| Intelligent Financial Strategies | 1,059 | $89.1K | 0.06% | 00.0% | Unchanged |
| Union Savings Bank | 1,100 | $92.6K | 0.05% | 00.0% | Unchanged |