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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 42,205 | $3.55M | 0.04% | −1,932−4.4% | Reduced |
| Sit Investment Associates Inc | 42,350 | $3.56M | 0.09% | +60+0.1% | Added |
| ProShare Advisors LLC | 42,380 | $3.57M | 0.01% | −9,148−17.8% | Reduced |
| Options Solutions, LLC | 43,046 | $3.62M | 3.86% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 43,277 | $3.64M | 0.49% | −614−1.4% | Reduced |
| Petredis Investment Advisors LLC | 43,314 | $3.65M | 0.48% | −1,888−4.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 43,608 | $3.67M | 0.22% | +7,224+19.9% | Added |
| GWM Advisors LLC | 44,896 | $3.70M | 0.04% | +3,011+7.2% | Added |
| T. Rowe Price Investment Management, Inc. | 44,176 | $3.72M | 0.00% | −4,633,053−99.1% | Reduced |
| S&CO Inc | 44,237 | $3.72M | 0.29% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 44,689 | $3.76M | 0.04% | −338−0.8% | Reduced |
| Blair William & Co | 44,992 | $3.79M | 0.01% | +3,416+8.2% | Added |
| Public Employees Retirement Association of Colorado | 45,886 | $3.86M | 0.02% | −1,913−4.0% | Reduced |
| Walleye Trading LLC | 45,907 | $3.86M | 0.06% | +24,207+111.6% | Added |
| Kingsview Wealth Management, LLC | 46,689 | $3.93M | 0.12% | −71−0.2% | Reduced |
| Atria Investments LLC | 47,046 | $3.96M | 0.06% | +5,646+13.6% | Added |
| Great Lakes Advisors, LLC | 47,099 | $3.96M | 0.04% | +2,628+5.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 48,384 | $4.07M | 0.18% | +10,792+28.7% | Added |
| Glenmede Trust Co NA | 49,060 | $4.13M | 0.02% | +5,514+12.7% | Added |
| Agf Management Ltd | 49,493 | $4.17M | 0.02% | +45,251+1,066.7% | Added |
| Old National Bancorp | 49,762 | $4.19M | 0.11% | −68,264−57.8% | Reduced |
| Opus Investment Management Inc | 50,000 | $4.21M | 2.41% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.21M | 0.43% | 00.0% | Unchanged |
| Albion Financial Group | 50,592 | $4.26M | 0.35% | −176−0.3% | Reduced |
| Panagora Asset Management Inc | 51,611 | $4.34M | 0.02% | +3,451+7.2% | Added |
| Stoneridge Investment Partners LLC | 51,850 | $4.36M | 1.84% | +21,102+68.6% | Added |
| Yousif Capital Management, LLC | 52,313 | $4.40M | 0.05% | −1,513−2.8% | Reduced |
| Creative Planning | 52,359 | $4.41M | 0.01% | −3,364−6.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 54,328 | $4.57M | 0.02% | +42,594+363.0% | Added |
| Utah Retirement Systems | 54,584 | $4.59M | 0.06% | +300+0.6% | Added |
| Czech National Bank | 55,246 | $4.65M | 0.07% | +114+0.2% | Added |
| Tower Research Capital LLC (TRC) | 56,226 | $4.73M | 0.06% | +30,657+119.9% | Added |
| Janney Montgomery Scott LLC | 57,715 | $4.86M | 0.02% | −3,588−5.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 57,831 | $4.87M | 0.06% | −7,180−11.0% | Reduced |
| Benjamin Edwards Inc | 58,334 | $4.91M | 1.07% | +3,648+6.7% | Added |
| Pacer Advisors, Inc. | 59,018 | $4.97M | 0.01% | +27,488+87.2% | Added |
| Motco | 59,803 | $5.03M | 0.32% | +58,417+4,214.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 60,285 | $5.07M | 0.01% | −46,750−43.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,149 | $5.23M | 0.02% | −981−1.6% | Reduced |
| Kempen Capital Management N.V. | 62,554 | $5.27M | 0.07% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 63,181 | $5.32M | 0.02% | −79,635−55.8% | Reduced |
| Andra AP-fonden | 63,500 | $5.34M | 0.28% | +14,700+30.1% | Added |
| Sequoia Financial Advisors, LLC | 64,910 | $5.46M | 0.07% | +12,301+23.4% | Added |
| Texas Permanent School Fund | 65,128 | $5.48M | 0.05% | −48−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 65,565 | $5.52M | 0.11% | −59,539−47.6% | Reduced |
| Viking Fund Management LLC | 67,000 | $5.64M | 1.10% | +67,000 | New |
| TownSquare Capital, LLC | 67,908 | $5.72M | 0.10% | −1,725−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 68,172 | $5.74M | 0.02% | +2,326+3.5% | Added |
| Occudo Quantitative Strategies LP | 68,380 | $5.76M | 0.78% | +68,380 | New |
| CIBC Asset Management Inc | 68,471 | $5.76M | 0.02% | −2,191−3.1% | Reduced |
| Nicholas Company, Inc. | 69,235 | $5.83M | 0.10% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 69,519 | $5.85M | 0.02% | −1,804−2.5% | Reduced |
| Financial Planning & Information Services, Inc. | 70,532 | $5.94M | 0.94% | +9,918+16.4% | Added |
| Cetera Advisor Networks LLC | 70,535 | $5.94M | 0.03% | +33,340+89.6% | Added |
| Stratos Wealth Partners, LTD. | 72,762 | $6.12M | 0.11% | +1,610+2.3% | Added |
| Sagefield Capital LP | 75,182 | $6.33M | 0.82% | −1,428−1.9% | Reduced |
| Van Eck Associates Corp | 76,198 | $6.41M | 0.01% | −4,025−5.0% | Reduced |
| Amalgamated Bank | 76,291 | $6.42M | 0.05% | −4,445−5.5% | Reduced |
| MetLife Investment Management | 76,571 | $6.44M | 0.05% | −1,448−1.9% | Reduced |
| Capital Fund Management S.A. | 77,436 | $6.52M | 0.08% | +77,436 | New |
| Mattern Capital Management, LLC | 77,555 | $6.53M | 0.95% | +5,688+7.9% | Added |
| Commerce Bank | 78,166 | $6.58M | 0.05% | +4,778+6.5% | Added |
| Swiss Life Asset Management Ltd | 78,170 | $6.58M | 0.08% | +78,170 | New |
| Westpac Banking Corp | 78,632 | $6.62M | 0.55% | −6,098−7.2% | Reduced |
| Guardian Capital LP | 78,669 | $6.62M | 0.24% | −13,137−14.3% | Reduced |
| Azimuth Capital Investment Management LLC | 81,502 | $6.86M | 0.31% | −938−1.1% | Reduced |
| Cambridge Trust Co | 81,614 | $6.87M | 0.29% | −1,649−2.0% | Reduced |
| Vestcor Inc | 82,149 | $6.91M | 0.23% | −56−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 82,800 | $6.97M | 0.06% | −5,600−6.3% | Reduced |
| JGP Wealth Management, LLC | 83,919 | $7.06M | 1.05% | +3,183+3.9% | Added |
| Jump Financial, LLC | 85,100 | $7.16M | 0.23% | +85,100 | New |
| Silvercrest Asset Management Group LLC | 85,233 | $7.17M | 0.05% | +342+0.4% | Added |
| Bartlett & Co. LLC | 85,700 | $7.20M | 0.12% | −325−0.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 85,700 | $7.20M | 0.12% | −325−0.4% | Reduced |
| National Bank of Canada | 84,219 | $7.27M | 0.01% | −81,147−49.1% | Reduced |
| State of Michigan Retirement System | 86,384 | $7.27M | 0.04% | −100−0.1% | Reduced |
| Forsta Ap-Fonden | 87,100 | $7.33M | 0.07% | +17,500+25.1% | Added |
| Jefferies Financial Group Inc. | 87,307 | $7.35M | 0.12% | +87,307 | New |
| Dean Investment Associates, LLC | 87,403 | $7.36M | 1.05% | −2,552−2.8% | Reduced |
| Arizona State Retirement System | 88,745 | $7.47M | 0.06% | −540−0.6% | Reduced |
| HighTower Advisors, LLC | 88,318 | $7.47M | 0.01% | −8,159−8.5% | Reduced |
| Jane Street Group, LLC | 88,863 | $7.48M | 0.01% | −24,658−21.7% | Reduced |
| STRS Ohio | 90,201 | $7.59M | 0.03% | −1,582−1.7% | Reduced |
| Marshall Wace, LLP | 90,500 | $7.62M | 0.01% | +37,385+70.4% | Added |
| Holocene Advisors, LP | 90,755 | $7.64M | 0.03% | −24,161−21.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,252 | $7.68M | 0.03% | −4,794−5.0% | Reduced |
| Russell Investments Group, Ltd. | 91,614 | $7.71M | 0.01% | −57,771−38.7% | Reduced |
| Advisors Asset Management, Inc. | 92,572 | $7.79M | 0.16% | −4,474−4.6% | Reduced |
| Nomura Asset Management Co Ltd | 93,384 | $7.86M | 0.03% | +574+0.6% | Added |
| Hudson Bay Capital Management LP | 94,148 | $7.92M | 0.07% | −55,752−37.2% | Reduced |
| HFR Wealth Management, LLC | 94,302 | $7.94M | 2.15% | +1,484+1.6% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 95,000 | $8.00M | 2.65% | 00.0% | Unchanged |
| Comerica Bank | 97,090 | $8.17M | 0.04% | +4,819+5.2% | Added |
| USS Investment Management Ltd | 97,408 | $8.20M | 0.07% | +1,534+1.6% | Added |
| American International Group, Inc. | 97,869 | $8.24M | 0.03% | −1,931−1.9% | Reduced |
| Old Mission Capital LLC | 101,392 | $8.53M | 0.24% | +101,392 | New |
| Truist Financial Corp | 103,454 | $8.71M | 0.01% | +6,731+7.0% | Added |
| Omers Administration Corp | 104,600 | $8.80M | 0.11% | +104,600 | New |
| Mirabella Financial Services LLP | 104,610 | $8.81M | 1.26% | +78,742+304.4% | Added |
| Voya Investment Management LLC | 104,868 | $8.83M | 0.01% | −3,944−3.6% | Reduced |