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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 4,452 | $375.0K | 0.02% | −324−6.8% | Reduced |
| Advisors Capital Management, LLC | 4,468 | $376.0K | 0.01% | −9−0.2% | Reduced |
| Equitable Holdings, Inc. | 4,470 | $376.2K | 0.00% | −279−5.9% | Reduced |
| Blossom Wealth Management | 4,500 | $378.8K | 1.02% | +703+18.5% | Added |
| Phillips Wealth Planners LLC | 4,730 | $380.3K | 0.46% | −1,493−24.0% | Reduced |
| McDonough Capital Management, Inc | 4,525 | $380.9K | 0.33% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,539 | $382.0K | 0.04% | +684+17.7% | Added |
| Becker Capital Management Inc | 4,587 | $386.1K | 0.01% | −557−10.8% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,601 | $387.3K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,656 | $391.9K | 0.06% | +906+24.2% | Added |
| Forum Financial Management, LP | 4,669 | $393.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,687 | $394.5K | 0.11% | −473−9.2% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $395.7K | 0.30% | +4,900 | New |
| Greenfield Savings Bank | 4,703 | $395.9K | 0.23% | −101−2.1% | Reduced |
| Donaldson Capital Management, LLC | 4,728 | $398.0K | 0.02% | −19−0.4% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $398.3K | 0.07% | 00.0% | Unchanged |
| Aviva PLC | 4,736 | $398.6K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,741 | $399.1K | 0.05% | +10.0% | Added |
| Meeder Advisory Services, Inc. | 4,742 | $399.1K | 0.05% | −985−17.2% | Reduced |
| Focus Financial Network Inc | 4,742 | $399.1K | 0.02% | +4,742 | New |
| Eqis Capital Management, Inc. | 4,762 | $400.9K | 0.03% | −287−5.7% | Reduced |
| Appleton Partners Inc | 4,792 | $403.0K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,794 | $403.5K | 0.05% | +2,108+78.5% | Added |
| Girard Partners Ltd. | 4,798 | $403.9K | 0.04% | −1,290−21.2% | Reduced |
| Mill Capital Management, LLC | 4,824 | $406.0K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,903 | $412.7K | 0.03% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,352 | $414.2K | 0.09% | +303+6.0% | Added |
| Diversified Trust Co | 4,965 | $417.9K | 0.01% | −184−3.6% | Reduced |
| Hudock, Inc. | 4,976 | $418.8K | 0.09% | +5+0.1% | Added |
| Park Place Capital Corp | 4,978 | $419.0K | 0.17% | +3,358+207.3% | Added |
| Merit Financial Group, LLC | 5,008 | $421.5K | 0.01% | +694+16.1% | Added |
| Inspirion Wealth Advisors, LLC | 4,894 | $422.4K | 0.08% | −3−0.1% | Reduced |
| WFA Asset Management Corp | 5,019 | $422.4K | 0.23% | −144−2.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $423.6K | 0.07% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $427.7K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,117 | $430.7K | 0.10% | +5,117 | New |
| Old Second National Bank of Aurora | 5,118 | $430.8K | 0.12% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,134 | $432.1K | 0.03% | −438−7.9% | Reduced |
| Wealth Architects, LLC | 5,148 | $433.3K | 0.06% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 5,153 | $433.7K | 0.18% | +5,153 | New |
| Axxcess Wealth Management, LLC | 5,164 | $434.6K | 0.01% | +2,162+72.0% | Added |
| Mission Wealth Management, LP | 5,207 | $438.3K | 0.01% | −83−1.6% | Reduced |
| Toroso Investments, LLC | 5,247 | $441.6K | 0.01% | −27−0.5% | Reduced |
| Mather Group, LLC. | 5,249 | $441.8K | 0.01% | −252−4.6% | Reduced |
| Boston Family Office LLC | 5,251 | $442.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,272 | $443.7K | 0.11% | +1,181+28.9% | Added |
| Chesley Taft & Associates LLC | 5,280 | $444.4K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,299 | $446.0K | 0.05% | +760+16.7% | Added |
| Prime Capital Investment Advisors, LLC | 5,309 | $446.9K | 0.01% | +949+21.8% | Added |
| Summit Financial, LLC | 5,348 | $450.1K | 0.03% | −240−4.3% | Reduced |
| Claro Advisors LLC | 5,385 | $453.3K | 0.10% | −1,714−24.1% | Reduced |
| Signaturefd, LLC | 5,393 | $453.9K | 0.01% | −829−13.3% | Reduced |
| North Star Asset Management Inc | 5,410 | $455.4K | 0.02% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 5,427 | $456.8K | 0.27% | +736+15.7% | Added |
| Stratos Wealth Advisors, LLC | 5,442 | $458.1K | 0.03% | −1,571−22.4% | Reduced |
| Lincoln National Corp | 5,473 | $460.6K | 0.01% | +2,260+70.3% | Added |
| Rehmann Capital Advisory Group | 5,475 | $460.8K | 0.04% | +1,933+54.6% | Added |
| Paradigm Financial Partners, LLC | 5,480 | $461.3K | 0.11% | +5,480 | New |
| Northcape Wealth Management, LLC | 5,530 | $465.5K | 0.17% | +5,530 | New |
| Courier Capital LLC | 5,568 | $468.7K | 0.04% | −20.0% | Reduced |
| Chicago Capital, LLC | 5,638 | $474.6K | 0.02% | −247−4.2% | Reduced |
| Horizon Investments, LLC | 5,699 | $474.6K | 0.01% | +1,386+32.1% | Added |
| Spinnaker Trust | 5,648 | $475.4K | 0.03% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 5,712 | $480.8K | 0.06% | −5,432−48.7% | Reduced |
| MGB Wealth Management, LLC | 5,714 | $480.9K | 0.24% | +5,714 | New |
| Alaska Permanent Fund Corp | 5,734 | $482.6K | 0.01% | +57+1.0% | Added |
| LVZ Advisors, Inc. | 5,778 | $486.3K | 0.07% | +300+5.5% | Added |
| Johnson Financial Group, Inc. | 5,842 | $491.7K | 0.03% | +966+19.8% | Added |
| HB Wealth Management, LLC | 5,848 | $492.2K | 0.01% | −3,817−39.5% | Reduced |
| Financial Advocates Investment Management | 5,889 | $495.7K | 0.03% | +2,717+85.7% | Added |
| Intrua Financial, LLC | 5,915 | $497.9K | 0.08% | +5,915 | New |
| Bradley Foster & Sargent Inc | 5,930 | $499.1K | 0.01% | +1,868+46.0% | Added |
| FORA Capital, LLC | 5,931 | $499.2K | 0.04% | +1,613+37.4% | Added |
| Daymark Wealth Partners, LLC | 5,949 | $500.7K | 0.03% | +115+2.0% | Added |
| Drake & Associates, LLC | 5,968 | $502.3K | 0.21% | +49+0.8% | Added |
| Oarsman Capital, Inc. | 5,976 | $503.0K | 0.13% | +158+2.7% | Added |
| Petrus Trust Company, LTA | 5,993 | $504.4K | 0.05% | +5,993 | New |
| Bridges Investment Management Inc | 6,000 | $505.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,003 | $505.2K | 0.01% | −1,939−24.4% | Reduced |
| Citizens Financial Group Inc | 6,098 | $513.3K | 0.02% | +1,872+44.3% | Added |
| MAI Capital Management | 6,120 | $515.1K | 0.01% | −544−8.2% | Reduced |
| Proequities, Inc. | 6,135 | $516.4K | 0.04% | +4,802+360.2% | Added |
| Cary Street Partner Investment Advisory LLC | 6,140 | $516.8K | 0.02% | +3,683+149.9% | Added |
| Clearstead Advisors, LLC | 6,176 | $519.8K | 0.03% | +102+1.7% | Added |
| Dynamic Advisor Solutions LLC | 6,029 | $519.9K | 0.02% | −207−3.3% | Reduced |
| Paragon Private Wealth Management, LLC | 6,225 | $524.0K | 0.36% | +719+13.1% | Added |
| City State Bank | 6,244 | $526.0K | 0.26% | −114−1.8% | Reduced |
| SPC Financial, Inc. | 6,250 | $526.1K | 0.05% | +1,000+19.0% | Added |
| Buckley Wealth Management, LLC | 6,348 | $534.3K | 0.19% | −290−4.4% | Reduced |
| Nomura Holdings Inc | 6,358 | $535.2K | 0.00% | +6,358 | New |
| Resources Investment Advisors, LLC. | 6,368 | $536.0K | 0.01% | +7+0.1% | Added |
| Peapack Gladstone Financial Corp | 6,392 | $538.0K | 0.01% | −294−4.4% | Reduced |
| Ti-Trust, Inc | 6,430 | $541.2K | 0.48% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 6,471 | $544.7K | 0.03% | −1,092−14.4% | Reduced |
| Balentine LLC | 6,518 | $548.6K | 0.02% | +1,619+33.0% | Added |
| Financial Advisory Partners, LLC | 6,539 | $550.4K | 0.20% | −185−2.8% | Reduced |
| Rockland Trust Co | 6,545 | $550.9K | 0.03% | −25−0.4% | Reduced |
| XTX Topco Ltd | 6,563 | $552.4K | 0.12% | +434+7.1% | Added |
| MPS Loria Financial Planners, LLC | 6,569 | $552.9K | 0.19% | +30+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 6,597 | $555.2K | 0.03% | −423−6.0% | Reduced |