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 |
|---|---|---|---|---|---|
| Investors Research Corp | 77 | $6.48K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 69 | $5.81K | 0.00% | +69 | New |
| Baystate Wealth Management LLC | 67 | $5.69K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 66 | $5.55K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 63 | $5.38K | 0.00% | +63 | New |
| New Millennium Group LLC | 62 | $5.22K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.13K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 60 | $5.05K | 0.00% | +60 | New |
| Voisard Asset Management Group, Inc. | 58 | $4.88K | 0.00% | +58 | New |
| Kayne Anderson Rudnick Investment Management LLC | 57 | $4.80K | 0.00% | −146,941−100.0% | Reduced |
| Caitlin John, LLC | 54 | $4.54K | 0.00% | +54 | New |
| Abound Wealth Management | 49 | $4.13K | 0.00% | −5−9.3% | Reduced |
| Raffa Wealth Management, LLC | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 40 | $3.37K | 0.00% | +40 | New |
| Ables, Iannone, Moore & Associates, Inc. | 38 | $3.20K | 0.00% | +38 | New |
| Tucker Asset Management LLC | 37 | $3.11K | 0.00% | −36−49.3% | Reduced |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | −47−55.3% | Reduced |
| Trifecta Capital Advisors, LLC | 34 | $2.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.86K | 0.00% | +34 | New |
| Harbor Investment Advisory, LLC | 31 | $2.61K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 30 | $2.52K | 0.00% | +30 | New |
| Retirement Group, LLC | 27 | $2.27K | 0.00% | +27 | New |
| VisionPoint Advisory Group, LLC | 26 | $2.19K | 0.00% | −10−27.8% | Reduced |
| Dunhill Financial, LLC | 21 | $1.73K | 0.00% | +21 | New |
| CVA Family Office, LLC | 20 | $1.68K | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 19 | $1.60K | 0.00% | +8+72.7% | Added |
| SJS Investment Consulting Inc. | 18 | $1.52K | 0.00% | −2−10.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $1.51K | 0.00% | +18 | New |
| Salomon & Ludwin, LLC | 18 | $1.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $1.43K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $1.35K | 0.00% | +2+14.3% | Added |
| Wolff Wiese Magana LLC | 15 | $1.26K | 0.00% | −5−25.0% | Reduced |
| Bell Investment Advisors, Inc | 13 | $1.09K | 0.00% | −23−63.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14 | $1.00K | 0.00% | −286,096−100.0% | Reduced |
| Highline Wealth Partners LLC | 10 | $842 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 10 | $842 | 0.00% | +10 | New |
| Logan Capital Management Inc | 9 | $758 | 0.00% | −9−50.0% | Reduced |
| Aspect Partners, LLC | 9 | $758 | 0.00% | +9 | New |
| Turtle Creek Wealth Advisors, LLC | 9 | $758 | 0.00% | +9 | New |
| PSI Advisors, LLC | 8 | $673 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $421 | 0.00% | −320−98.5% | Reduced |
| JJJ Advisors Inc. | 5 | $421 | 0.00% | −139−96.5% | Reduced |
| WestEnd Advisors, LLC | 5 | $421 | 0.00% | −3−37.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $353 | 0.00% | −125−97.7% | Reduced |
| True Wealth Design, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $337 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −585,430−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −143,170−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −73,143−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −34,626−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −33,659−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −30,940−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −25,914−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,628−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −19,469−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −13,142−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −10,087−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −8,419−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −8,185−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −6,686−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,278−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,999−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −5,028−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,515−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −4,259−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,984−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| Bessemer Securities LLC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Axiom Financial Strategies, LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| CWS Financial Advisors, LLC | 0 | $0 | 0.00% | −2,763−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −2,704−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −2,544−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,068−100.0% | Sold out |