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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 1,120 | $94.0K | 0.01% | −36−3.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,168 | $98.3K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,177 | $99.1K | 0.09% | +1,177 | New |
| State of Wyoming | 1,197 | $100.8K | 0.02% | +125+11.7% | Added |
| Quent Capital, LLC | 1,207 | $101.6K | 0.01% | −112−8.5% | Reduced |
| AdvisorNet Financial, Inc | 1,234 | $103.9K | 0.01% | −1,182−48.9% | Reduced |
| Financial Perspectives, Inc | 1,338 | $112.6K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,365 | $114.9K | 0.01% | −17−1.2% | Reduced |
| Hills Bank & Trust Co | 1,375 | $115.7K | 0.01% | −3−0.2% | Reduced |
| Hexagon Capital Partners LLC | 1,382 | $116.3K | 0.03% | +64+4.9% | Added |
| Penserra Capital Management LLC | 1,462 | $122.0K | 0.00% | −307−17.4% | Reduced |
| Laffer Tengler Investments | 1,457 | $122.6K | 0.03% | +33+2.3% | Added |
| Clean Yield Group | 1,470 | $123.7K | 0.05% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,514 | $127.5K | 0.07% | −58−3.7% | Reduced |
| Bray Capital Advisors | 1,592 | $134.0K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,647 | $138.6K | 0.01% | +74+4.7% | Added |
| Sentry Investment Management LLC | 1,654 | $139.0K | 0.06% | −178−9.7% | Reduced |
| Spire Wealth Management | 1,780 | $142.4K | 0.00% | −100−5.3% | Reduced |
| Addison Advisors LLC | 1,926 | $162.1K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,928 | $162.3K | 0.01% | −1,573−44.9% | Reduced |
| Massmutual Trust Co FSB | 2,009 | $169.1K | 0.01% | +361+21.9% | Added |
| Focused Wealth Management, Inc | 2,035 | $171.3K | 0.03% | +19+0.9% | Added |
| Tyler-Stone Wealth Management | 2,067 | $174.0K | 0.09% | +72+3.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $177.7K | 0.05% | +2,111 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $179.5K | 0.36% | +2,133 | New |
| Farther Finance Advisors, LLC | 2,161 | $181.9K | 0.01% | −18−0.8% | Reduced |
| Ci Investments Inc. | 2,158 | $182.0K | 0.00% | −369,714−99.4% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $182.6K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,191 | $184.1K | 0.05% | +2,191 | New |
| Perkins Coie Trust Co | 2,202 | $185.3K | 0.05% | −82−3.6% | Reduced |
| First Command Advisory Services, Inc. | 2,262 | $190.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $194.0K | 0.10% | −139−5.7% | Reduced |
| TCTC Holdings, LLC | 2,331 | $196.2K | 0.01% | +77+3.4% | Added |
| Monetary Management Group Inc | 2,350 | $197.8K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,385 | $200.7K | 0.02% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,385 | $200.7K | 0.08% | +2,385 | New |
| Perigon Wealth Management, LLC | 2,390 | $201.2K | 0.01% | +2,390 | New |
| Walter & Keenan Financial Consulting Co | 2,424 | $204.0K | 0.07% | +2,424 | New |
| Sigma Planning Corp | 2,426 | $204.2K | 0.02% | −3,231−57.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,434 | $204.9K | 0.01% | +2,434 | New |
| Acadian Asset Management LLC | 2,468 | $207.0K | 0.00% | +1,088+78.8% | Added |
| Integris Wealth Management, LLC | 2,477 | $208.5K | 0.06% | +2,477 | New |
| Argent Trust Co | 2,486 | $209.2K | 0.01% | +2,486 | New |
| Pine Valley Investments Ltd Liability Co | 2,490 | $209.5K | 0.02% | −520−17.3% | Reduced |
| Choate Investment Advisors | 2,494 | $209.9K | 0.01% | −370−12.9% | Reduced |
| Jones Financial Companies LLLP | 2,498 | $210.3K | 0.00% | +23+0.9% | Added |
| MJP Associates Inc | 2,518 | $211.9K | 0.06% | −52−2.0% | Reduced |
| Fidelity D & D Bancorp Inc | 2,528 | $212.8K | 0.17% | −438−14.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,530 | $212.9K | 0.02% | −300−10.6% | Reduced |
| TSFG, LLC | 2,530 | $213.0K | 0.07% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $214.0K | 0.02% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,550 | $214.6K | 0.03% | −1,100−30.1% | Reduced |
| Strategy Asset Managers LLC | 2,552 | $214.8K | 0.05% | −382−13.0% | Reduced |
| Fulton Bank, N.A. | 2,553 | $214.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,570 | $216.3K | 0.01% | +2,570 | New |
| Ipswich Investment Management Co., Inc. | 2,572 | $216.5K | 0.05% | 00.0% | Unchanged |
| Cedrus LLC | 2,584 | $217.5K | 0.13% | +2,584 | New |
| LWS Wealth Advisors, Inc. | 2,600 | $219.0K | 0.08% | +2,600 | New |
| Martingale Asset Management L P | 2,612 | $219.9K | 0.00% | −115,325−97.8% | Reduced |
| Clarius Group, LLC | 2,617 | $220.3K | 0.02% | −291−10.0% | Reduced |
| First Interstate Bank | 2,625 | $220.9K | 0.02% | −354−11.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $221.2K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,631 | $221.5K | 0.14% | +7+0.3% | Added |
| Spectrum Investment Advisors, Inc. | 2,633 | $221.7K | 0.18% | +2,633 | New |
| Connectus Wealth, LLC | 2,638 | $222.0K | 0.00% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 2,642 | $222.4K | 0.03% | +2,642 | New |
| Regal Investment Advisors LLC | 2,649 | $223.0K | 0.02% | +20+0.8% | Added |
| Duncker Streett & Co Inc | 2,651 | $223.1K | 0.05% | −34−1.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $223.8K | 0.06% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,662 | $224.1K | 0.11% | −22−0.8% | Reduced |
| Kovack Advisors, Inc. | 2,664 | $224.3K | 0.03% | +2,664 | New |
| Flagship Harbor Advisors, LLC | 2,667 | $224.5K | 0.02% | −8−0.3% | Reduced |
| IFG Advisors, LLC | 2,670 | $224.7K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,683 | $225.8K | 0.03% | −1,253−31.8% | Reduced |
| DFPG Investments, LLC | 2,611 | $226.1K | 0.02% | −32−1.2% | Reduced |
| Midwest Professional Planners, LTD. | 2,689 | $226.3K | 0.09% | −355−11.7% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $227.3K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,700 | $227.3K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,704 | $227.6K | 0.04% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,730 | $229.8K | 0.04% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,739 | $230.5K | 0.01% | −237−8.0% | Reduced |
| Western Wealth Management, LLC | 2,751 | $231.6K | 0.02% | +6+0.2% | Added |
| Principle Wealth Partners LLC | 2,770 | $233.2K | 0.02% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,772 | $233.3K | 0.17% | +2,772 | New |
| Capital Investment Services of America, Inc. | 2,786 | $234.5K | 0.02% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,010 | $234.8K | 0.05% | −110−3.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,790 | $234.8K | 0.09% | −2−0.1% | Reduced |
| InterOcean Capital Group, LLC | 2,810 | $236.5K | 0.01% | +2,810 | New |
| Independent Wealth Network Inc. | 2,825 | $237.8K | 0.13% | +2,825 | New |
| MTM Investment Management, LLC | 2,830 | $238.2K | 0.11% | 00.0% | Unchanged |
| Bank of Stockton | 2,982 | $238.6K | 0.08% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 2,862 | $240.9K | 0.02% | +2,862 | New |
| Krane Funds Advisors LLC | 2,864 | $241.1K | 0.01% | −3,081−51.8% | Reduced |
| Everpar Advisors LLC | 2,879 | $242.3K | 0.11% | +2,879 | New |
| Lodestone Wealth Management LLC | 2,888 | $243.1K | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,904 | $244.4K | 0.00% | +2,904 | New |
| HTLF Bank | 2,912 | $245.1K | 0.03% | +2,912 | New |
| Isthmus Partners, LLC | 2,929 | $246.5K | 0.03% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $247.3K | 0.07% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,939 | $247.4K | 0.02% | +12+0.4% | Added |