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 |
|---|---|---|---|---|---|
| Evexia Wealth LLC | 3,126 | $249.6K | 0.11% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,968 | $249.8K | 0.01% | +29+1.0% | Added |
| Carlson Capital Management | 2,973 | $250.2K | 0.01% | −38−1.3% | Reduced |
| Boston Private Wealth LLC | 2,981 | $250.9K | 0.01% | +2,981 | New |
| Blue Chip Partners, Inc. | 2,989 | $251.6K | 0.03% | −242−7.5% | Reduced |
| Bremer Bank National Association | 2,993 | $251.9K | 0.05% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 3,007 | $253.1K | 0.25% | +7+0.2% | Added |
| V-Square Quantitative Management LLC | 3,023 | $254.4K | 0.06% | +210+7.5% | Added |
| Callan Capital, LLC | 3,035 | $255.5K | 0.02% | −1,217−28.6% | Reduced |
| Sandy Spring Bank | 3,047 | $256.5K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,057 | $257.3K | 0.06% | +27+0.9% | Added |
| Umb Bank N A | 3,102 | $261.1K | 0.00% | −152−4.7% | Reduced |
| International Assets Investment Management, LLC | 3,110 | $261.8K | 0.03% | +169+5.7% | Added |
| Qsemble Capital Management, LP | 3,122 | $262.8K | 0.07% | −36,378−92.1% | Reduced |
| Pitcairn Co | 3,148 | $265.0K | 0.02% | −211−6.3% | Reduced |
| BLB&B Advisors, LLC | 3,156 | $265.6K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,188 | $268.3K | 0.02% | −113−3.4% | Reduced |
| UniSuper Management Pty Ltd | 3,190 | $268.5K | 0.00% | +790+32.9% | Added |
| Centennial Wealth Advisory LLC | 3,200 | $269.4K | 0.14% | −73−2.2% | Reduced |
| Keystone Financial Group | 3,211 | $270.3K | 0.05% | +138+4.5% | Added |
| LGT Financial Advisors LLC | 3,222 | $271.2K | 0.33% | 00.0% | Unchanged |
| 1st Source Bank | 3,227 | $271.6K | 0.02% | −1,200−27.1% | Reduced |
| Park National Corp | 3,235 | $272.3K | 0.01% | −600−15.6% | Reduced |
| Sterling Investment Advisors LLC | 3,250 | $273.6K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 3,250 | $273.6K | 0.03% | +3,250 | New |
| Robertson Stephens Wealth Management, LLC | 3,257 | $274.1K | 0.02% | +206+6.8% | Added |
| Gladstone Institutional Advisory LLC | 3,275 | $275.6K | 0.02% | +543+19.9% | Added |
| Axq Capital, LP | 3,300 | $277.8K | 0.07% | +3,300 | New |
| Valeo Financial Advisors, LLC | 3,302 | $277.9K | 0.01% | +3,302 | New |
| Summit Asset Management, LLC | 3,335 | $280.7K | 0.07% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,341 | $281.2K | 0.17% | +193+6.1% | Added |
| Qtron Investments LLC | 3,348 | $281.8K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,365 | $283.0K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,387 | $285.1K | 0.01% | +270+8.7% | Added |
| Planning Center, Inc. | 3,393 | $285.6K | 0.07% | −13−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,394 | $285.7K | 0.05% | −41−1.2% | Reduced |
| Wealthquest Corp | 3,400 | $286.2K | 0.03% | −9−0.3% | Reduced |
| Zions Bancorporation, N.A. | 3,400 | $286.2K | 0.02% | +93+2.8% | Added |
| HBK Sorce Advisory LLC | 3,406 | $286.6K | 0.01% | +472+16.1% | Added |
| Parallel Advisors, LLC | 3,407 | $286.8K | 0.01% | −158−4.4% | Reduced |
| First Heartland Consultants, Inc. | 3,426 | $288.0K | 0.03% | −229−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,437 | $289.3K | 0.02% | +813+31.0% | Added |
| OneAscent Financial Services LLC | 3,451 | $290.0K | 0.04% | +3,451 | New |
| My Legacy Advisors, LLC | 3,540 | $290.7K | 0.10% | +3,540 | New |
| Haverford Trust Co | 3,455 | $290.8K | 0.00% | +190+5.8% | Added |
| MQS Management LLC | 3,456 | $290.9K | 0.16% | −1,453−29.6% | Reduced |
| First Foundation Advisors | 3,469 | $292.0K | 0.01% | −486−12.3% | Reduced |
| Adviser Investments LLC | 3,474 | $292.4K | 0.00% | +3,474 | New |
| Headlands Technologies LLC | 3,508 | $295.3K | 0.09% | +2,743+358.6% | Added |
| Wade G W & Inc | 3,522 | $296.0K | 0.01% | −486−12.1% | Reduced |
| Connecticut Wealth Management, LLC | 3,528 | $297.0K | 0.02% | −200−5.4% | Reduced |
| GTS Securities LLC | 3,594 | $302.5K | 0.01% | +144+4.2% | Added |
| Armstrong, Fleming & Moore, Inc | 3,621 | $304.8K | 0.23% | +13+0.4% | Added |
| Brevan Howard Capital Management LP | 3,623 | $304.9K | 0.03% | +3,623 | New |
| Capital Advisors Inc | 3,628 | $305.4K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 3,631 | $305.6K | 0.06% | +3,631 | New |
| Stephens Inc | 3,689 | $310.5K | 0.01% | +691+23.0% | Added |
| Glenview Trust Co | 3,694 | $310.9K | 0.01% | +3,694 | New |
| Brady Family Wealth, LLC | 3,735 | $314.4K | 0.11% | −554−12.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,744 | $315.0K | 0.02% | −340−8.3% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $321.2K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,839 | $323.1K | 0.04% | −101−2.6% | Reduced |
| Lido Advisors, LLC | 3,844 | $323.5K | 0.00% | +589+18.1% | Added |
| Bank of New Hampshire | 3,870 | $325.7K | 0.09% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,913 | $329.4K | 0.00% | −6,218−61.4% | Reduced |
| EP Wealth Advisors, LLC | 3,916 | $329.6K | 0.00% | +122+3.2% | Added |
| IAG Wealth Partners, LLC | 3,942 | $331.8K | 0.08% | −632−13.8% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $332.0K | 0.06% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 3,951 | $332.6K | 0.01% | +3,951 | New |
| Successful Portfolios LLC | 3,976 | $334.7K | 0.25% | +609+18.1% | Added |
| Gradient Investments LLC | 3,979 | $334.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,990 | $335.8K | 0.01% | +249+6.7% | Added |
| Nilsine Partners, LLC | 4,002 | $336.8K | 0.05% | −664−14.2% | Reduced |
| Howe & Rusling Inc | 4,019 | $338.3K | 0.04% | 00.0% | Unchanged |
| Plancorp, LLC | 4,022 | $338.5K | 0.02% | −944−19.0% | Reduced |
| Arete Wealth Advisors, LLC | 4,053 | $341.2K | 0.03% | +70+1.8% | Added |
| Bard Financial Services, Inc. | 4,060 | $341.7K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $342.5K | 0.12% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,085 | $343.8K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,094 | $344.6K | 0.03% | −20−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,104 | $345.4K | 0.01% | −714−14.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,185 | $352.3K | 0.06% | −455−9.8% | Reduced |
| Insight Wealth Strategies, LLC | 4,190 | $352.7K | 0.06% | −119−2.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,197 | $353.3K | 0.03% | −1,085−20.5% | Reduced |
| Mairs & Power Inc | 4,209 | $354.3K | 0.00% | −143−3.3% | Reduced |
| Ziegler Capital Management, LLC | 4,239 | $356.8K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,246 | $357.4K | 0.07% | +46+1.1% | Added |
| Sound View Wealth Advisors Group, LLC | 4,259 | $358.5K | 0.04% | −380−8.2% | Reduced |
| Tarbox Family Office, Inc. | 4,266 | $359.1K | 0.07% | −15−0.4% | Reduced |
| Tudor Investment Corp Et Al | 4,268 | $359.2K | 0.00% | −3,167−42.6% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $361.3K | 0.22% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,299 | $361.9K | 0.32% | +124+3.0% | Added |
| Alpha Cubed Investments, LLC | 4,314 | $363.1K | 0.02% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 4,357 | $366.7K | 0.27% | +4,357 | New |
| Private Trust Co NA | 4,368 | $367.7K | 0.04% | +361+9.0% | Added |
| Vident Advisory, LLC | 4,369 | $367.7K | 0.01% | +160+3.8% | Added |
| NEOS Investment Management LLC | 4,395 | $369.9K | 0.04% | +1,405+47.0% | Added |
| Dividend Assets Capital, LLC | 4,411 | $371.0K | 0.07% | −1,550−26.0% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $373.5K | 0.02% | −118−2.6% | Reduced |
| West Michigan Advisors, LLC | 4,448 | $374.4K | 0.14% | −278−5.9% | Reduced |