Skip to main content

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.

Institutional holdersQ4 2023: 1,051 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2023: $20.5B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Register Financial Advisors LLC0$00.00%−720−100.0%Sold out
Vestor Capital, LLC0$00.00%−545−100.0%Sold out
West Tower Group, LLC0$00.00%−512−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−467−100.0%Sold out
First Financial Corp0$00.00%−455−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−252−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−183−100.0%Sold out
RVW Wealth, LLC0$00.00%−178−100.0%Sold out
South State Corp.0$00.00%−160−100.0%Sold out
Briaud Financial Planning, Inc0$00.00%−114−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−110−100.0%Sold out
Compass Wealth Management LLC0$00.00%−100−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−62−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−39−100.0%Sold out
Western Pacific Wealth Management, LP0$00.00%−38−100.0%Sold out
Citizens National Bank Trust Department0$00.00%−36−100.0%Sold out
Lee Financial Co0$00.00%−32−100.0%Sold out
DecisionPoint Financial, LLC0$00.00%−25−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−27−100.0%Sold out
Avion Wealth0$00.00%−24−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−7−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed
Rothschild Investment Corp––––Not filed
Kenfarb & Co.––––Not filed
Colony Group LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Icon Wealth Partners, LLC––––Not filed
Freedom Wealth Alliance, LLC––––Not filed
Front Barnett Associates LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Focus Financial Network, Inc.––––Not filed
Ropes Wealth Advisors LLC––––Not filed
Mark Stevens––––Not filed
Johnson Midwest Financial, LLC––––Not filed
Column Capital Advisors, LLC––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Steward Financial Group LLC––––Not filed