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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 10,885 | $916.2K | 0.01% | +6,808+167.0% | Added |
| North Star Investment Management Corp. | 10,923 | $919.4K | 0.07% | −20.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,949 | $921.6K | 0.02% | −335−3.0% | Reduced |
| Empirical Finance, LLC | 11,005 | $926.3K | 0.06% | +79+0.7% | Added |
| Global Retirement Partners, LLC | 11,223 | $926.7K | 0.04% | −1,400−11.1% | Reduced |
| Central Trust Co | 11,039 | $929.2K | 0.02% | +689+6.7% | Added |
| Independent Financial Group, LLC | 11,060 | $930.9K | 0.05% | −72−0.6% | Reduced |
| HM Payson & Co | 11,214 | $943.9K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,238 | $945.9K | 0.07% | +472+4.4% | Added |
| Rowland & Co Investment Counsel | 11,305 | $951.5K | 0.22% | −870−7.1% | Reduced |
| Edgestream Partners, L.P. | 11,311 | $952.0K | 0.07% | +11,311 | New |
| PFW Advisors LLC | 11,357 | $955.9K | 0.31% | −431−3.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,411 | $960.5K | 0.40% | +3,214+39.2% | Added |
| Trueblood Wealth Management, LLC | 11,525 | $970.1K | 0.61% | +11,525 | New |
| Hummer Financial Advisory Services Inc | 11,622 | $978.2K | 0.89% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11,683 | $983.4K | 0.04% | +11,683 | New |
| Prairie Sky Financial Group LLC | 11,736 | $987.8K | 0.64% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 11,984 | $1.01M | 0.00% | −1,627−12.0% | Reduced |
| Graham Capital Management, L.P. | 12,082 | $1.02M | 0.03% | +12,082 | New |
| Mattern Wealth Management LLC | 12,092 | $1.02M | 0.26% | −191−1.6% | Reduced |
| Welch & Forbes LLC | 12,245 | $1.03M | 0.02% | −12−0.1% | Reduced |
| Hantz Financial Services, Inc. | 12,294 | $1.03M | 0.02% | −114−0.9% | Reduced |
| Two Sigma Securities, LLC | 12,334 | $1.04M | 0.05% | +12,334 | New |
| Intech Investment Management LLC | 12,422 | $1.05M | 0.02% | −6,027−32.7% | Reduced |
| Landaas & Co | 12,431 | $1.05M | 0.39% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 12,482 | $1.05M | 0.11% | +12,482 | New |
| Colony Group, LLC | 12,529 | $1.05M | 0.01% | +12,529 | New |
| Profund Advisors LLC | 12,750 | $1.07M | 0.05% | −359−2.7% | Reduced |
| Fox Hill Wealth Management | 12,771 | $1.07M | 0.82% | +12,771 | New |
| Metropolitan Life Insurance Co | 12,838 | $1.08M | 0.05% | −212−1.6% | Reduced |
| Empowered Funds, LLC | 12,854 | $1.08M | 0.03% | +9,077+240.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 12,907 | $1.09M | 0.21% | −2,314−15.2% | Reduced |
| Conning Inc. | 12,914 | $1.09M | 0.04% | −30−0.2% | Reduced |
| ICW Investment Advisors LLC | 12,986 | $1.09M | 0.53% | +425+3.4% | Added |
| Brasada Capital Management, LP | 13,109 | $1.10M | 0.22% | −4,614−26.0% | Reduced |
| Prospera Financial Services Inc | 13,628 | $1.15M | 0.04% | +3,534+35.0% | Added |
| SG Americas Securities, LLC | 13,761 | $1.16M | 0.01% | −12,092−46.8% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.16M | 0.29% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 13,848 | $1.17M | 0.01% | +13,848 | New |
| Wedbush Securities Inc | 13,865 | $1.17M | 0.05% | −154−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 14,023 | $1.18M | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 14,063 | $1.18M | 0.09% | +2,586+22.5% | Added |
| Brookstone Capital Management | 14,085 | $1.19M | 0.02% | +704+5.3% | Added |
| Red Cedar Investment Management, LLC | 14,132 | $1.19M | 0.17% | +1,671+13.4% | Added |
| Legacy Private Trust Co. | 14,170 | $1.19M | 0.09% | +4,748+50.4% | Added |
| Federated Hermes, Inc. | 14,281 | $1.20M | 0.00% | −8,294−36.7% | Reduced |
| Allworth Financial LP | 14,293 | $1.20M | 0.01% | +1,340+10.3% | Added |
| Nordea Investment Management AB | 14,679 | $1.24M | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 14,950 | $1.26M | 0.25% | +57+0.4% | Added |
| NorthRock Partners, LLC | 15,045 | $1.27M | 0.05% | −1,113−6.9% | Reduced |
| Quantinno Capital Management LP | 15,227 | $1.28M | 0.04% | +8,512+126.8% | Added |
| Stock Yards Bank & Trust Co | 15,600 | $1.31M | 0.05% | −1,893−10.8% | Reduced |
| Oppenheimer & Co Inc | 15,684 | $1.32M | 0.02% | +481+3.2% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.32M | 0.10% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 15,853 | $1.33M | 0.12% | −1,946−10.9% | Reduced |
| Schmidt P J Investment Management Inc | 16,748 | $1.34M | 0.27% | −1,258−7.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,130 | $1.36M | 0.03% | −210−1.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 21,732 | $1.36M | 0.05% | +21,732 | New |
| Cetera Advisors LLC | 16,269 | $1.37M | 0.02% | +8,923+121.5% | Added |
| Twin Capital Management Inc | 16,295 | $1.37M | 0.18% | −212−1.3% | Reduced |
| Private Advisor Group, LLC | 16,303 | $1.37M | 0.01% | +2,902+21.7% | Added |
| New Mexico Educational Retirement Board | 16,453 | $1.39M | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 17,984 | $1.41M | 0.13% | +17,984 | New |
| Spirit of America Management Corp | 16,750 | $1.41M | 0.31% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 16,800 | $1.41M | 0.00% | +16,800 | New |
| Aurora Investment Counsel | 17,510 | $1.42M | 0.92% | +17,510 | New |
| Sabal Trust CO | 17,128 | $1.44M | 0.09% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 18,428 | $1.44M | 0.08% | −6,770−26.9% | Reduced |
| Kesler, Norman & Wride, LLC | 17,321 | $1.46M | 0.33% | +456+2.7% | Added |
| CWM, LLC | 17,637 | $1.48M | 0.01% | +94+0.5% | Added |
| Belpointe Asset Management LLC | 18,198 | $1.53M | 0.13% | +6,020+49.4% | Added |
| Metis Global Partners, LLC | 18,280 | $1.54M | 0.06% | −569−3.0% | Reduced |
| Pensionmark Financial Group, LLC | 18,456 | $1.55M | 0.20% | +18,456 | New |
| Sciencast Management LP | 18,531 | $1.56M | 0.85% | +18,531 | New |
| M&T Bank Corp | 18,620 | $1.57M | 0.01% | −3,854−17.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,693 | $1.57M | 0.00% | +4,742+34.0% | Added |
| Concurrent Investment Advisors, LLC | 18,713 | $1.58M | 0.07% | +18,713 | New |
| Northwestern Mutual Wealth Management Co | 18,827 | $1.58M | 0.00% | −3,753−16.6% | Reduced |
| Atlantic Trust, LLC | 18,917 | $1.59M | 0.44% | −683−3.5% | Reduced |
| Independent Advisor Alliance | 18,949 | $1.59M | 0.06% | −400−2.1% | Reduced |
| Associated Banc-Corp | 19,029 | $1.60M | 0.06% | −531−2.7% | Reduced |
| Louisiana State Employees Retirement System | 19,100 | $1.61M | 0.03% | −400−2.1% | Reduced |
| Miller Howard Investments Inc | 19,182 | $1.61M | 0.06% | −3,007−13.6% | Reduced |
| Ellenbecker Investment Group | 19,196 | $1.61M | 0.37% | −159−0.8% | Reduced |
| Lockheed Martin Investment Management Co | 18,700 | $1.63M | 0.12% | −2,100−10.1% | Reduced |
| Stevens Capital Management LP | 19,444 | $1.64M | 0.41% | +16,697+607.8% | Added |
| BKM Wealth Management, LLC | 19,505 | $1.64M | 0.70% | +19,505 | New |
| Securian Asset Management, Inc | 19,889 | $1.67M | 0.05% | −2,743−12.1% | Reduced |
| JustInvest LLC | 19,988 | $1.68M | 0.04% | −2,345−10.5% | Reduced |
| Savant Capital, LLC | 20,158 | $1.70M | 0.02% | +59+0.3% | Added |
| Rodgers Brothers Inc. | 20,229 | $1.70M | 0.27% | −3,088−13.2% | Reduced |
| Motley Fool Wealth Management, LLC | 20,219 | $1.71M | 0.09% | −1,625−7.4% | Reduced |
| Dana Investment Advisors, Inc. | 21,038 | $1.77M | 0.09% | −2,707−11.4% | Reduced |
| Hartford Investment Management Co | 21,242 | $1.79M | 0.07% | −252−1.2% | Reduced |
| RFG Advisory, LLC | 21,327 | $1.80M | 0.07% | +3,554+20.0% | Added |
| Oppenheimer Asset Management Inc. | 21,623 | $1.82M | 0.03% | +1,945+9.9% | Added |
| Beverly Hills Private Wealth, LLC | 21,625 | $1.82M | 0.48% | −2,915−11.9% | Reduced |
| Wealthfront Advisers LLC | 21,652 | $1.82M | 0.01% | −1,418−6.1% | Reduced |
| Parsons Capital Management Inc | 21,889 | $1.84M | 0.13% | −2,493−10.2% | Reduced |
| Nicolet Bankshares Inc | 21,957 | $1.85M | 0.50% | −1,126−4.9% | Reduced |