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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 6,609 | $556.2K | 0.01% | −556−7.8% | Reduced |
| Marcum Wealth, LLC | 6,630 | $558.0K | 0.06% | −101−1.5% | Reduced |
| Lantz Financial LLC | 6,696 | $563.6K | 0.20% | −630−8.6% | Reduced |
| Geneos Wealth Management Inc. | 6,716 | $565.3K | 0.03% | −693−9.4% | Reduced |
| National Asset Management, Inc. | 6,734 | $566.8K | 0.02% | −142−2.1% | Reduced |
| Wesbanco Bank Inc | 6,735 | $566.9K | 0.03% | −252−3.6% | Reduced |
| IFP Advisors, Inc | 6,739 | $567.2K | 0.03% | +150+2.3% | Added |
| Tokio Marine Asset Management Co Ltd | 6,777 | $570.4K | 0.03% | +1,234+22.3% | Added |
| Moors & Cabot, Inc. | 6,798 | $572.2K | 0.04% | +815+13.6% | Added |
| Trust Co of Toledo NA | 6,837 | $575.5K | 0.10% | +467+7.3% | Added |
| TBH Global Asset Management, LLC | 6,844 | $576.1K | 0.12% | +40+0.6% | Added |
| Ballentine Partners, LLC | 6,893 | $580.2K | 0.01% | −2,836−29.1% | Reduced |
| Exchange Traded Concepts, LLC | 6,894 | $580.3K | 0.02% | +28+0.4% | Added |
| GAMMA Investing LLC | 7,186 | $580.3K | 0.16% | +7,186 | New |
| Snowden Capital Advisors LLC | 6,897 | $580.5K | 0.02% | −390−5.4% | Reduced |
| Csenge Advisory Group | 6,904 | $581.1K | 0.04% | +2,529+57.8% | Added |
| Paloma Partners Management Co | 6,909 | $581.5K | 0.10% | +6,909 | New |
| We Are One Seven, LLC | 6,945 | $584.6K | 0.03% | −116−1.6% | Reduced |
| Wetherby Asset Management Inc | 7,009 | $589.9K | 0.03% | −978−12.2% | Reduced |
| Advisors Management Group Inc | 7,047 | $593.0K | 0.16% | +23+0.3% | Added |
| Centiva Capital, LP | 7,078 | $595.8K | 0.04% | +2,714+62.2% | Added |
| Stephenson National Bank & Trust | 7,096 | $597.3K | 0.29% | −100−1.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $601.1K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,544 | $607.0K | 0.01% | +781+11.5% | Added |
| Dakota Wealth Management | 7,254 | $610.6K | 0.02% | +534+7.9% | Added |
| Sawtooth Solutions, LLC | 7,270 | $611.9K | 0.02% | −626−7.9% | Reduced |
| Bleakley Financial Group, LLC | 7,276 | $612.4K | 0.02% | −620−7.9% | Reduced |
| Investment House LLC | 7,300 | $614.4K | 0.04% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7,358 | $619.3K | 0.21% | +443+6.4% | Added |
| Investment Management Corp of Ontario | 7,362 | $619.7K | 0.02% | +7,362 | New |
| Badgley Phelps Wealth Managers, LLC | 7,364 | $619.8K | 0.02% | +346+4.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,368 | $620.0K | 0.01% | −2,306−23.8% | Reduced |
| Carret Asset Management, LLC | 7,400 | $622.9K | 0.08% | −1,300−14.9% | Reduced |
| Venturi Wealth Management, LLC | 7,596 | $639.4K | 0.05% | −453−5.6% | Reduced |
| Assenagon Asset Management S.A. | 7,608 | $640.4K | 0.00% | −218−2.8% | Reduced |
| Fortis Group Advisors, LLC | 7,610 | $640.5K | 0.16% | +3,805+100.0% | Added |
| McDonald Partners LLC | 7,621 | $641.5K | 0.19% | +1,774+30.3% | Added |
| Great Valley Advisor Group, Inc. | 7,627 | $641.9K | 0.02% | +36+0.5% | Added |
| Davenport & Co LLC | 7,661 | $644.8K | 0.00% | −176−2.2% | Reduced |
| Vantage Financial Partners, LLC | 7,685 | $646.9K | 0.19% | +1,547+25.2% | Added |
| Fifth Lane Capital, LP | 7,729 | $650.5K | 0.76% | +7,729 | New |
| Marble Harbor Investment Counsel, LLC | 7,732 | $650.8K | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 7,796 | $656.2K | 0.01% | +164+2.1% | Added |
| Foundations Investment Advisors, LLC | 8,091 | $661.7K | 0.02% | +1,517+23.1% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $668.4K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,950 | $669.0K | 0.05% | +4,010+101.8% | Added |
| Beaton Management Co. Inc. | 7,988 | $672.0K | 0.40% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,986 | $672.1K | 0.03% | −285−3.4% | Reduced |
| Degroof Petercam Asset Management | 8,000 | $673.4K | 0.01% | +8,000 | New |
| United Capital Financial Advisers, LLC | 8,014 | $674.6K | 0.01% | +3,885+94.1% | Added |
| Alberta Investment Management Corp | 8,100 | $681.8K | 0.01% | 00.0% | Unchanged |
| FJ Investments, LLC | 8,100 | $681.8K | 0.03% | +8,100 | New |
| Lazard Asset Management LLC | 8,104 | $682.0K | 0.00% | +8,104 | New |
| Portside Wealth Group, LLC | 8,128 | $684.1K | 0.13% | −2,246−21.7% | Reduced |
| Bridgefront Capital, LLC | 8,150 | $686.0K | 0.52% | +3,997+96.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $686.1K | 0.05% | 00.0% | Unchanged |
| Highview Capital Management LLC | 8,189 | $689.3K | 0.37% | +8,189 | New |
| Searle & Co. | 8,200 | $690.2K | 0.19% | 00.0% | Unchanged |
| Natixis | 8,202 | $690.4K | 0.01% | +7,089+636.9% | Added |
| Linden Thomas Advisory Services, LLC | 8,214 | $691.4K | 0.13% | +583+7.6% | Added |
| BKD Wealth Advisors, LLC | 8,231 | $692.8K | 0.02% | −220−2.6% | Reduced |
| Resources Management Corp | 8,252 | $695.0K | 0.10% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 8,278 | $696.7K | 0.02% | +3,605+77.1% | Added |
| Providence Wealth Advisors, LLC | 14,581 | $698.0K | 0.83% | +11,761+417.1% | Added |
| Chicago Trust Co NA | 8,359 | $703.6K | 0.16% | −713−7.9% | Reduced |
| Banque Cantonale Vaudoise | 8,380 | $705.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $708.2K | 0.04% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,496 | $715.1K | 0.12% | +40.0% | Added |
| Credential Qtrade Securities Inc. | 8,637 | $727.0K | 0.04% | −1,726−16.7% | Reduced |
| Chelsea Counsel Co | 8,672 | $729.9K | 0.39% | 00.0% | Unchanged |
| Quantbot Technologies LP | 8,691 | $731.5K | 0.04% | +8,691 | New |
| SageView Advisory Group, LLC | 9,123 | $736.8K | 0.03% | +9,123 | New |
| FineMark National Bank & Trust | 8,988 | $756.5K | 0.03% | +52+0.6% | Added |
| Avantax Planning Partners, Inc. | 9,079 | $764.2K | 0.03% | +416+4.8% | Added |
| Wealthspire Advisors, LLC | 9,088 | $765.0K | 0.01% | −1,786−16.4% | Reduced |
| Cubist Systematic Strategies, LLC | 9,152 | $770.3K | 0.01% | −108,288−92.2% | Reduced |
| Valmark Advisers, Inc. | 9,218 | $775.9K | 0.01% | −1,322−12.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,329 | $785.2K | 0.01% | +308+3.4% | Added |
| Credit Agricole S A | 9,337 | $785.9K | 0.02% | +5,958+176.3% | Added |
| Wealth Alliance | 9,423 | $793.1K | 0.11% | −500−5.0% | Reduced |
| Romano Brothers and Company | 9,453 | $795.7K | 0.12% | −139−1.4% | Reduced |
| Johnson Investment Counsel Inc | 9,529 | $802.1K | 0.01% | +1,105+13.1% | Added |
| Greenleaf Trust | 9,566 | $805.2K | 0.01% | −31−0.3% | Reduced |
| Trust Point Inc. | 9,568 | $805.3K | 0.07% | +9,568 | New |
| Private Harbour Investment Management & Counsel, LLC | 9,641 | $811.5K | 0.93% | −45−0.5% | Reduced |
| Fiduciary Trust Co | 9,708 | $817.1K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,855 | $829.5K | 0.53% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,984 | $840.4K | 0.02% | +27+0.3% | Added |
| United Services Automobile Association | 10,191 | $857.8K | 0.02% | +10,191 | New |
| D.A. Davidson & Co. | 10,210 | $859.4K | 0.01% | −73−0.7% | Reduced |
| Brown Capital Management LLC | 10,324 | $869.0K | 0.01% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,326 | $869.2K | 0.16% | +4,703+83.6% | Added |
| Atria Wealth Solutions, Inc. | 10,361 | $872.1K | 0.01% | +7,522+265.0% | Added |
| Hendershot Investments Inc. | 10,446 | $879.2K | 0.14% | 00.0% | Unchanged |
| South Dakota Investment Council | 10,580 | $891.0K | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,635 | $895.1K | 0.02% | −366−3.3% | Reduced |
| Veriti Management LLC | 10,650 | $896.4K | 0.08% | +1,515+16.6% | Added |
| Van Hulzen Asset Management, LLC | 10,728 | $903.0K | 0.06% | −700−6.1% | Reduced |
| Shell Asset Management Co | 10,826 | $911.0K | 0.04% | +54+0.5% | Added |
| Venture Visionary Partners LLC | 10,873 | $915.2K | 0.05% | +2,671+32.6% | Added |