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 |
|---|---|---|---|---|---|
| Country Trust Bank | 273,834 | $23.0M | 0.64% | +9,045+3.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 271,657 | $22.9M | 0.04% | −45,497−14.3% | Reduced |
| Cidel Asset Management Inc | 271,546 | $22.9M | 0.98% | +271,546 | New |
| CI Private Wealth, LLC | 262,778 | $22.1M | 0.04% | +133,931+103.9% | Added |
| Prudential Financial Inc | 257,415 | $21.6M | 0.03% | −32,079−11.1% | Reduced |
| Empire Life Investments Inc. | 255,584 | $21.5M | 1.39% | +280+0.1% | Added |
| Stifel Financial Corp | 241,531 | $20.3M | 0.03% | +11,709+5.1% | Added |
| Two Sigma Investments, LP | 229,834 | $19.3M | 0.05% | +225,596+5,323.2% | Added |
| Annex Advisory Services, LLC | 226,560 | $19.1M | 0.80% | +21,071+10.3% | Added |
| Confluence Investment Management LLC | 213,473 | $18.0M | 0.25% | −14,290−6.3% | Reduced |
| Nisa Investment Advisors, LLC | 213,363 | $18.0M | 0.13% | −484−0.2% | Reduced |
| Scout Investments, Inc. | 210,436 | $17.7M | 0.44% | −49,863−19.2% | Reduced |
| Baird Financial Group, Inc. | 209,946 | $17.7M | 0.04% | −19,577−8.5% | Reduced |
| State of Wisconsin Investment Board | 208,599 | $17.6M | 0.05% | −2,849−1.3% | Reduced |
| New York State Common Retirement Fund | 208,039 | $17.5M | 0.02% | −24,510−10.5% | Reduced |
| Baillie Gifford & Co | 206,184 | $17.4M | 0.01% | +192,157+1,369.9% | Added |
| HRT Financial LP | 196,436 | $16.5M | 0.12% | +196,436 | New |
| Soroban Capital Partners LP | 193,778 | $16.3M | 0.20% | +193,778 | New |
| Hennessy Advisors Inc | 192,340 | $16.2M | 0.82% | −5,400−2.7% | Reduced |
| Susquehanna International Group, LLP | 186,212 | $15.7M | 0.03% | −287,621−60.7% | Reduced |
| Natixis Advisors, L.P. | 184,717 | $15.5M | 0.04% | +29,086+18.7% | Added |
| Toronto Dominion Bank | 180,827 | $15.2M | 0.02% | +27,602+18.0% | Added |
| TD Asset Management Inc | 180,170 | $15.2M | 0.01% | −160,987−47.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 178,966 | $15.1M | 0.05% | −1,217−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 178,301 | $15.0M | 0.02% | −3,193−1.8% | Reduced |
| Asset Management One Co.,Ltd. | 178,548 | $15.0M | 0.06% | −2,943−1.6% | Reduced |
| South Street Advisors LLC | 167,613 | $14.1M | 2.64% | −1,784−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 165,384 | $13.9M | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 164,703 | $13.8M | 0.03% | −433−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 162,927 | $13.7M | 0.02% | +2,341+1.5% | Added |
| MML Investors Services, LLC | 159,346 | $13.4M | 0.06% | +125,147+365.9% | Added |
| Leeward Investments, LLC - MA | 157,397 | $13.2M | 0.62% | −4,247−2.6% | Reduced |
| Twinbeech Capital LP | 152,118 | $12.8M | 0.21% | +148,970+4,732.2% | Added |
| Commonwealth Equity Services, LLC | 151,722 | $12.8M | 0.02% | −3,815−2.5% | Reduced |
| Mariner, LLC | 146,743 | $12.4M | 0.03% | +14,003+10.5% | Added |
| Treasurer of the State of North Carolina | 140,037 | $11.8M | 0.06% | +1,370+1.0% | Added |
| Public Employees Retirement System of Ohio | 134,295 | $11.3M | 0.05% | +2,709+2.1% | Added |
| AE Wealth Management LLC | 139,530 | $11.1M | 0.06% | −18,147−11.5% | Reduced |
| DekaBank Deutsche Girozentrale | 133,551 | $11.1M | 0.02% | +6,672+5.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 132,104 | $11.1M | 0.03% | +2,971+2.3% | Added |
| Standard Life Aberdeen plc | 129,890 | $10.9M | 0.02% | +54,623+72.6% | Added |
| Guggenheim Capital LLC | 129,080 | $10.9M | 0.08% | −8,390−6.1% | Reduced |
| Worldquant Millennium Advisors LLC | 127,507 | $10.7M | 0.15% | +120,913+1,833.7% | Added |
| Schonfeld Strategic Advisors LLC | 124,284 | $10.5M | 0.09% | −20,020−13.9% | Reduced |
| David Loasby | 120,091 | $10.4M | 1.11% | −8,301−6.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 122,124 | $10.3M | 0.13% | −9,227−7.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 114,370 | $9.63M | 2.01% | +8,140+7.7% | Added |
| Fifth Third Bancorp | 111,050 | $9.35M | 0.04% | −657−0.6% | Reduced |
| Bank of Nova Scotia | 107,328 | $9.03M | 0.02% | +55,999+109.1% | Added |
| IFM Investors Pty Ltd | 106,071 | $8.93M | 0.11% | +469+0.4% | Added |
| Voya Investment Management LLC | 104,868 | $8.83M | 0.01% | −3,944−3.6% | Reduced |
| Mirabella Financial Services LLP | 104,610 | $8.81M | 1.26% | +78,742+304.4% | Added |
| Omers Administration Corp | 104,600 | $8.80M | 0.11% | +104,600 | New |
| Truist Financial Corp | 103,454 | $8.71M | 0.01% | +6,731+7.0% | Added |
| Old Mission Capital LLC | 101,392 | $8.53M | 0.24% | +101,392 | New |
| American International Group, Inc. | 97,869 | $8.24M | 0.03% | −1,931−1.9% | Reduced |
| USS Investment Management Ltd | 97,408 | $8.20M | 0.07% | +1,534+1.6% | Added |
| Comerica Bank | 97,090 | $8.17M | 0.04% | +4,819+5.2% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 95,000 | $8.00M | 2.65% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 94,302 | $7.94M | 2.15% | +1,484+1.6% | Added |
| Hudson Bay Capital Management LP | 94,148 | $7.92M | 0.07% | −55,752−37.2% | Reduced |
| Nomura Asset Management Co Ltd | 93,384 | $7.86M | 0.03% | +574+0.6% | Added |
| Advisors Asset Management, Inc. | 92,572 | $7.79M | 0.16% | −4,474−4.6% | Reduced |
| Russell Investments Group, Ltd. | 91,614 | $7.71M | 0.01% | −57,771−38.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,252 | $7.68M | 0.03% | −4,794−5.0% | Reduced |
| Holocene Advisors, LP | 90,755 | $7.64M | 0.03% | −24,161−21.0% | Reduced |
| Marshall Wace, LLP | 90,500 | $7.62M | 0.01% | +37,385+70.4% | Added |
| STRS Ohio | 90,201 | $7.59M | 0.03% | −1,582−1.7% | Reduced |
| Jane Street Group, LLC | 88,863 | $7.48M | 0.01% | −24,658−21.7% | Reduced |
| HighTower Advisors, LLC | 88,318 | $7.47M | 0.01% | −8,159−8.5% | Reduced |
| Arizona State Retirement System | 88,745 | $7.47M | 0.06% | −540−0.6% | Reduced |
| Dean Investment Associates, LLC | 87,403 | $7.36M | 1.05% | −2,552−2.8% | Reduced |
| Jefferies Financial Group Inc. | 87,307 | $7.35M | 0.12% | +87,307 | New |
| Forsta Ap-Fonden | 87,100 | $7.33M | 0.07% | +17,500+25.1% | Added |
| State of Michigan Retirement System | 86,384 | $7.27M | 0.04% | −100−0.1% | Reduced |
| National Bank of Canada | 84,219 | $7.27M | 0.01% | −81,147−49.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 85,700 | $7.20M | 0.12% | −325−0.4% | Reduced |
| Bartlett & Co. LLC | 85,700 | $7.20M | 0.12% | −325−0.4% | Reduced |
| Silvercrest Asset Management Group LLC | 85,233 | $7.17M | 0.05% | +342+0.4% | Added |
| Jump Financial, LLC | 85,100 | $7.16M | 0.23% | +85,100 | New |
| JGP Wealth Management, LLC | 83,919 | $7.06M | 1.05% | +3,183+3.9% | Added |
| Mn Services Vermogensbeheer B.V. | 82,800 | $6.97M | 0.06% | −5,600−6.3% | Reduced |
| Vestcor Inc | 82,149 | $6.91M | 0.23% | −56−0.1% | Reduced |
| Cambridge Trust Co | 81,614 | $6.87M | 0.29% | −1,649−2.0% | Reduced |
| Azimuth Capital Investment Management LLC | 81,502 | $6.86M | 0.31% | −938−1.1% | Reduced |
| Guardian Capital LP | 78,669 | $6.62M | 0.24% | −13,137−14.3% | Reduced |
| Westpac Banking Corp | 78,632 | $6.62M | 0.55% | −6,098−7.2% | Reduced |
| Swiss Life Asset Management Ltd | 78,170 | $6.58M | 0.08% | +78,170 | New |
| Commerce Bank | 78,166 | $6.58M | 0.05% | +4,778+6.5% | Added |
| Mattern Capital Management, LLC | 77,555 | $6.53M | 0.95% | +5,688+7.9% | Added |
| Capital Fund Management S.A. | 77,436 | $6.52M | 0.08% | +77,436 | New |
| MetLife Investment Management | 76,571 | $6.44M | 0.05% | −1,448−1.9% | Reduced |
| Amalgamated Bank | 76,291 | $6.42M | 0.05% | −4,445−5.5% | Reduced |
| Van Eck Associates Corp | 76,198 | $6.41M | 0.01% | −4,025−5.0% | Reduced |
| Sagefield Capital LP | 75,182 | $6.33M | 0.82% | −1,428−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 72,762 | $6.12M | 0.11% | +1,610+2.3% | Added |
| Cetera Advisor Networks LLC | 70,535 | $5.94M | 0.03% | +33,340+89.6% | Added |
| Financial Planning & Information Services, Inc. | 70,532 | $5.94M | 0.94% | +9,918+16.4% | Added |
| Retirement Systems of Alabama | 69,519 | $5.85M | 0.02% | −1,804−2.5% | Reduced |
| Nicholas Company, Inc. | 69,235 | $5.83M | 0.10% | 00.0% | Unchanged |