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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 518 | $43.6K | 0.00% | −40−7.2% | Reduced |
| Perritt Capital Management Inc | 504 | $42.5K | 0.02% | +4+0.8% | Added |
| Granite FO LLC | 500 | $42.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 488 | $41.1K | 0.00% | +27+5.9% | Added |
| SOA Wealth Advisors, LLC. | 480 | $40.4K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 472 | $39.7K | 0.04% | +472 | New |
| Glassman Wealth Services | 469 | $39.5K | 0.01% | −21−4.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 465 | $39.1K | 0.02% | −11−2.3% | Reduced |
| Piscataqua Savings Bank | 459 | $38.6K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 452 | $38.0K | 0.00% | −1,175−72.2% | Reduced |
| Fairman Group, LLC | 443 | $37.3K | 0.04% | +443 | New |
| Trust Co of Vermont | 434 | $36.5K | 0.00% | −220−33.6% | Reduced |
| Essex Investment Management Co LLC | 430 | $36.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 426 | $35.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 425 | $35.8K | 0.02% | −111−20.7% | Reduced |
| Atticus Wealth Management, LLC | 420 | $35.4K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $35.2K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 418 | $35.0K | 0.01% | +55+15.2% | Added |
| Ancora Advisors, LLC | 411 | $34.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 397 | $33.4K | 0.02% | +397 | New |
| Quarry LP | 379 | $31.9K | 0.02% | +84+28.5% | Added |
| VitalStone Financial, LLC | 371 | $31.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 356 | $30.0K | 0.00% | −99−21.8% | Reduced |
| First United Bank Trust | 352 | $29.6K | 0.01% | +352 | New |
| Colonial Trust Co | 351 | $29.5K | 0.01% | −438−55.5% | Reduced |
| Resurgent Financial Advisors LLC | 348 | $29.3K | 0.02% | +348 | New |
| Trust Co | 338 | $28.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $28.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 332 | $27.9K | 0.00% | −93−21.9% | Reduced |
| Valued Wealth Advisors LLC | 346 | $27.9K | 0.03% | +346 | New |
| Pinnacle Financial Partners Inc | 328 | $27.6K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $27.4K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| American National Bank | 317 | $26.7K | 0.00% | −537−62.9% | Reduced |
| Raleigh Capital Management Inc. | 309 | $26.0K | 0.01% | +7+2.3% | Added |
| Kelly Financial Services LLC | 309 | $26.0K | 0.01% | +244+375.4% | Added |
| Tennessee Valley Asset Management Partners | 303 | $25.5K | 0.01% | +303 | New |
| Northwest Bank & Trust Co | 300 | $25.3K | 0.02% | +300 | New |
| Studio Investment Management LLC | 297 | $25.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $24.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $23.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $23.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 270 | $22.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 267 | $22.5K | 0.00% | +217+434.0% | Added |
| Princeton Global Asset Management LLC | 256 | $21.5K | 0.01% | +1+0.4% | Added |
| Rogco, LP | 252 | $21.2K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $21.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $20.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $20.2K | 0.01% | +240 | New |
| Hazlett, Burt & Watson, Inc. | 232 | $20.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 234 | $19.7K | 0.00% | −82−25.9% | Reduced |
| Versant Capital Management, Inc | 233 | $19.6K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 228 | $19.2K | 0.00% | −6,770−96.7% | Reduced |
| Stephens Consulting, LLC | 228 | $19.2K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $19.2K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 227 | $19.1K | 0.00% | +227 | New |
| Financial Management Professionals, Inc. | 209 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15,734 | $17.9K | 0.00% | −720−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 207 | $17.4K | 0.01% | −82−28.4% | Reduced |
| Covestor Ltd | 196 | $17.0K | 0.01% | −8−3.9% | Reduced |
| O'Dell Group, LLC | 200 | $16.8K | 0.00% | +200 | New |
| JFS Wealth Advisors, LLC | 196 | $16.5K | 0.00% | +148+308.3% | Added |
| First Community Trust NA | 192 | $16.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 186 | $15.7K | 0.00% | +30+19.2% | Added |
| Sunbelt Securities, Inc. | 170 | $14.3K | 0.00% | −1,009−85.6% | Reduced |
| Cornerstone Planning Group LLC | 169 | $14.2K | 0.00% | −8−4.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 167 | $14.0K | 0.01% | +167 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $13.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 160 | $13.5K | 0.00% | +160 | New |
| First Manhattan Co | 150 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 147 | $12.4K | 0.01% | +147 | New |
| Annapolis Financial Services, LLC | 145 | $12.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $11.6K | 0.00% | −449−76.5% | Reduced |
| Greenwood Gearhart Inc | 137 | $11.5K | 0.00% | +137 | New |
| Northwest Financial Advisors | 134 | $11.3K | 0.01% | +134 | New |
| Front Row Advisors LLC | 128 | $10.8K | 0.00% | −301−70.2% | Reduced |
| Clear Investment Research, LLC | 128 | $10.8K | 0.02% | +128 | New |
| Baldwin Brothers Inc | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $10.5K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 120 | $10.1K | 0.00% | +120 | New |
| DHJJ Financial Advisors, Ltd. | 112 | $9.43K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $9.34K | 0.02% | +111 | New |
| Tortoise Investment Management, LLC | 110 | $9.26K | 0.00% | +100+1,000.0% | Added |
| Sittner & Nelson, LLC | 107 | $8.96K | 0.00% | −350−76.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 106 | $8.92K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $8.92K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $8.42K | 0.01% | −1−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.42K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 94 | $7.91K | 0.00% | +1+1.1% | Added |
| Grove Bank & Trust | 93 | $7.83K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 90 | $7.58K | 0.00% | +90 | New |
| Naples Money Management LLC | 90 | $7.58K | 0.01% | +90 | New |
| MCF Advisors LLC | 87 | $7.32K | 0.00% | +47+117.5% | Added |
| Coppell Advisory Solutions LLC | 85 | $7.15K | 0.00% | +82+2,733.3% | Added |
| Solstein Capital, LLC | 82 | $6.90K | 0.01% | 00.0% | Unchanged |