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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 22,088 | $1.86M | 0.23% | −610−2.7% | Reduced |
| HighPoint Advisor Group LLC | 23,288 | $1.86M | 0.13% | +23,288 | New |
| Raymond James Trust N.A. | 22,492 | $1.89M | 0.05% | −1,337−5.6% | Reduced |
| Beacon Pointe Advisors, LLC | 22,785 | $1.92M | 0.02% | +315+1.4% | Added |
| Thomas Story & Son LLC | 22,784 | $1.92M | 0.90% | +50+0.2% | Added |
| Mercer Global Advisors Inc | 23,474 | $1.98M | 0.01% | +379+1.6% | Added |
| Alliance Wealth Advisors, LLC | 23,503 | $1.98M | 0.66% | +838+3.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 23,557 | $1.98M | 1.13% | −614−2.5% | Reduced |
| KCM Investment Advisors LLC | 23,609 | $1.99M | 0.08% | −2,667−10.1% | Reduced |
| CTC Alternative Strategies, Ltd. | 23,629 | $1.99M | 4.13% | +23,629 | New |
| Thrivent Financial for Lutherans | 23,868 | $2.01M | 0.00% | +531+2.3% | Added |
| LVW Advisors, LLC | 23,884 | $2.01M | 0.38% | −6,930−22.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,093 | $2.03M | 0.13% | +994+4.3% | Added |
| Maryland State Retirement & Pension System | 24,095 | $2.03M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 24,360 | $2.05M | 0.01% | +1,838+8.2% | Added |
| Pathstone Holdings, LLC | 24,512 | $2.07M | 0.01% | +24,512 | New |
| Oregon Public Employees Retirement Fund | 24,661 | $2.08M | 0.04% | +291+1.2% | Added |
| Brown Advisory Inc | 24,683 | $2.08M | 0.00% | +1,739+7.6% | Added |
| Aquatic Capital Management LLC | 24,900 | $2.10M | 0.05% | −13,700−35.5% | Reduced |
| KBC Group NV | 24,964 | $2.10M | 0.01% | +5,278+26.8% | Added |
| Cetera Investment Advisers | 25,054 | $2.11M | 0.02% | +12,405+98.1% | Added |
| Crossmark Global Holdings, Inc. | 25,211 | $2.12M | 0.04% | +582+2.4% | Added |
| Kentucky Retirement Systems | 25,238 | $2.12M | 0.07% | +1,125+4.7% | Added |
| Broadwater Capital Management LLC | 25,370 | $2.14M | 1.67% | +25,370 | New |
| Shakespeare Wealth Management, Inc. | 25,586 | $2.15M | 0.67% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 26,140 | $2.20M | 0.06% | −2,480−8.7% | Reduced |
| Mackenzie Financial Corp | 26,149 | $2.20M | 0.00% | −699−2.6% | Reduced |
| Assetmark, Inc | 26,283 | $2.21M | 0.01% | +2,276+9.5% | Added |
| Journey Advisory Group, LLC | 26,657 | $2.24M | 0.31% | −757−2.8% | Reduced |
| Kestra Private Wealth Services, LLC | 26,667 | $2.24M | 0.06% | −574−2.1% | Reduced |
| Eaton Financial Holdings Company, LLC | 26,878 | $2.26M | 0.55% | 00.0% | Unchanged |
| Alta Capital Management LLC | 26,906 | $2.26M | 0.15% | +623+2.4% | Added |
| Rothschild Investment LLC | 27,108 | $2.28M | 0.19% | +27,108 | New |
| Teachers Retirement System of the State of Kentucky | 27,114 | $2.28M | 0.02% | −1,252−4.4% | Reduced |
| Gsa Capital Partners LLP | 27,153 | $2.29M | 0.19% | +14,133+108.5% | Added |
| Bokf, NA | 27,230 | $2.29M | 0.04% | −1,478−5.1% | Reduced |
| Trexquant Investment LP | 27,490 | $2.31M | 0.05% | +27,490 | New |
| United Capital Management of KS, Inc. | 27,821 | $2.34M | 0.71% | +3,826+15.9% | Added |
| Reaves W H & Co Inc | 28,300 | $2.38M | 0.09% | −317,560−91.8% | Reduced |
| Cornerstone Advisors, LLC | 28,300 | $2.38M | 0.10% | −1,500−5.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 28,319 | $2.38M | 0.58% | +28,319 | New |
| Harbour Investments, Inc. | 28,716 | $2.42M | 0.10% | +4,266+17.4% | Added |
| Engineers Gate Manager LP | 29,164 | $2.45M | 0.07% | +21,945+304.0% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.48M | 1.09% | 00.0% | Unchanged |
| Keybank National Association | 29,794 | $2.51M | 0.01% | +11,023+58.7% | Added |
| Premier Fund Managers Ltd | 30,000 | $2.52M | 0.11% | −5,000−14.3% | Reduced |
| PEAK6 Investments LLC | 30,352 | $2.55M | 0.11% | +30,352 | New |
| Regions Financial Corp | 30,437 | $2.56M | 0.02% | +1,686+5.9% | Added |
| First American Bank | 30,723 | $2.59M | 0.22% | −1,124−3.5% | Reduced |
| Prudential PLC | 30,727 | $2.59M | 0.03% | +93+0.3% | Added |
| Cerity Partners LLC | 30,751 | $2.59M | 0.01% | +17,750+136.5% | Added |
| Meyer Handelman Co | 30,790 | $2.59M | 0.10% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,910 | $2.60M | 0.02% | +4,767+18.2% | Added |
| Cincinnati Casualty Co | 31,000 | $2.61M | 1.53% | 00.0% | Unchanged |
| Zacks Investment Management | 31,194 | $2.63M | 0.03% | −6,218−16.6% | Reduced |
| Somerset Trust Co | 31,234 | $2.63M | 1.15% | −515−1.6% | Reduced |
| Wellington Management Group LLP | 31,356 | $2.64M | 0.00% | +31,356 | New |
| Brinker Capital Investments, LLC | 31,245 | $2.67M | 0.03% | −4,912−13.6% | Reduced |
| Orion Portfolio Solutions, LLC | 31,245 | $2.67M | 0.03% | −4,912−13.6% | Reduced |
| TD Private Client Wealth LLC | 31,925 | $2.69M | 0.10% | +27,301+590.4% | Added |
| Duality Advisers, LP | 32,181 | $2.71M | 0.29% | +32,181 | New |
| Penobscot Investment Management Company, Inc. | 32,669 | $2.75M | 0.32% | −2,911−8.2% | Reduced |
| Daiwa Securities Group Inc. | 32,847 | $2.77M | 0.02% | +6,182+23.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,081 | $2.78M | 0.16% | −352−1.1% | Reduced |
| Morton Community Bank | 33,575 | $2.83M | 0.92% | +33,575 | New |
| Second Half Financial Partners, LLC | 33,592 | $2.83M | 1.39% | +33,592 | New |
| Avantax Advisory Services, Inc. | 33,764 | $2.84M | 0.03% | +3,437+11.3% | Added |
| State of Alaska, Department of Revenue | 34,065 | $2.87M | 0.03% | −3,425−9.1% | Reduced |
| Leavell Investment Management, Inc. | 34,140 | $2.87M | 0.18% | −750−2.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 34,287 | $2.89M | 0.01% | −4,320−11.2% | Reduced |
| KLCM Advisors, Inc. | 34,331 | $2.89M | 0.45% | +722+2.1% | Added |
| Rafferty Asset Management, LLC | 35,192 | $2.96M | 0.01% | +3,045+9.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,321 | $2.97M | 0.04% | +587+1.7% | Added |
| N.E.W. Advisory Services LLC | 36,086 | $3.04M | 0.37% | +132+0.4% | Added |
| British Columbia Investment Management Corp | 36,321 | $3.06M | 0.02% | +7,627+26.6% | Added |
| Simplex Trading, LLC | 36,517 | $3.07M | 0.10% | +29,699+435.6% | Added |
| Captrust Financial Advisors | 36,998 | $3.11M | 0.01% | +5,960+19.2% | Added |
| Public Sector Pension Investment Board | 36,999 | $3.11M | 0.02% | −36,551−49.7% | Reduced |
| Farmers & Merchants Investments Inc | 37,018 | $3.12M | 0.11% | −14,000−27.4% | Reduced |
| Advisory Services Network, LLC | 37,561 | $3.16M | 0.08% | +9,526+34.0% | Added |
| Kestra Advisory Services, LLC | 37,718 | $3.17M | 0.03% | +8,257+28.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 30,304 | $3.20M | 0.04% | +30,304 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,289 | $3.22M | 0.11% | +38,289 | New |
| Gotham Asset Management, LLC | 38,468 | $3.24M | 0.06% | +17,655+84.8% | Added |
| ING Groep NV | 38,584 | $3.25M | 0.03% | −1,016−2.6% | Reduced |
| Nissay Asset Management Corp | 38,602 | $3.25M | 0.03% | +1,427+3.8% | Added |
| Quadrature Capital Ltd | 38,980 | $3.28M | 0.06% | +5,994+18.2% | Added |
| Alley Investment Management Company, LLC | 39,256 | $3.30M | 0.48% | +30,009+324.5% | Added |
| Schroder Investment Management Group | 39,386 | $3.32M | 0.00% | −7,801−16.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 39,533 | $3.33M | 0.34% | −39,115−49.7% | Reduced |
| Synergy Financial Management, LLC | 39,874 | $3.36M | 0.60% | −859−2.1% | Reduced |
| Meritage Portfolio Management | 39,883 | $3.36M | 0.22% | +1,379+3.6% | Added |
| Park Avenue Securities LLC | 40,071 | $3.37M | 0.05% | +32,986+465.6% | Added |
| Xponance, Inc. | 40,251 | $3.39M | 0.04% | +920+2.3% | Added |
| Kowal Investment Group, LLC | 40,265 | $3.39M | 0.79% | −498−1.2% | Reduced |
| CIBC World Markets Corp | 40,601 | $3.42M | 0.02% | +23,191+133.2% | Added |
| Intact Investment Management Inc. | 41,400 | $3.48M | 0.14% | +41,400 | New |
| Steward Partners Investment Advisory, LLC | 41,643 | $3.51M | 0.05% | +1,176+2.9% | Added |
| Signature Wealth Management Group | 41,699 | $3.51M | 1.62% | +41,699 | New |
| Janus Henderson Group PLC | 41,903 | $3.53M | 0.00% | −9,763−18.9% | Reduced |