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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 68,471 | $5.76M | 0.02% | −2,191−3.1% | Reduced |
| Occudo Quantitative Strategies LP | 68,380 | $5.76M | 0.78% | +68,380 | New |
| Rockefeller Capital Management L.P. | 68,172 | $5.74M | 0.02% | +2,326+3.5% | Added |
| TownSquare Capital, LLC | 67,908 | $5.72M | 0.10% | −1,725−2.5% | Reduced |
| Viking Fund Management LLC | 67,000 | $5.64M | 1.10% | +67,000 | New |
| Dai-Ichi Life Insurance Company, Ltd | 65,565 | $5.52M | 0.11% | −59,539−47.6% | Reduced |
| Texas Permanent School Fund | 65,128 | $5.48M | 0.05% | −48−0.1% | Reduced |
| Sequoia Financial Advisors, LLC | 64,910 | $5.46M | 0.07% | +12,301+23.4% | Added |
| Andra AP-fonden | 63,500 | $5.34M | 0.28% | +14,700+30.1% | Added |
| State of Tennessee, Treasury Department | 63,181 | $5.32M | 0.02% | −79,635−55.8% | Reduced |
| Kempen Capital Management N.V. | 62,554 | $5.27M | 0.07% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,149 | $5.23M | 0.02% | −981−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 60,285 | $5.07M | 0.01% | −46,750−43.7% | Reduced |
| Motco | 59,803 | $5.03M | 0.32% | +58,417+4,214.8% | Added |
| Pacer Advisors, Inc. | 59,018 | $4.97M | 0.01% | +27,488+87.2% | Added |
| Benjamin Edwards Inc | 58,334 | $4.91M | 1.07% | +3,648+6.7% | Added |
| O'Shaughnessy Asset Management, LLC | 57,831 | $4.87M | 0.06% | −7,180−11.0% | Reduced |
| Janney Montgomery Scott LLC | 57,715 | $4.86M | 0.02% | −3,588−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 56,226 | $4.73M | 0.06% | +30,657+119.9% | Added |
| Czech National Bank | 55,246 | $4.65M | 0.07% | +114+0.2% | Added |
| Utah Retirement Systems | 54,584 | $4.59M | 0.06% | +300+0.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 54,328 | $4.57M | 0.02% | +42,594+363.0% | Added |
| Creative Planning | 52,359 | $4.41M | 0.01% | −3,364−6.0% | Reduced |
| Yousif Capital Management, LLC | 52,313 | $4.40M | 0.05% | −1,513−2.8% | Reduced |
| Stoneridge Investment Partners LLC | 51,850 | $4.36M | 1.84% | +21,102+68.6% | Added |
| Panagora Asset Management Inc | 51,611 | $4.34M | 0.02% | +3,451+7.2% | Added |
| Albion Financial Group | 50,592 | $4.26M | 0.35% | −176−0.3% | 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 |
| Old National Bancorp | 49,762 | $4.19M | 0.11% | −68,264−57.8% | Reduced |
| Agf Management Ltd | 49,493 | $4.17M | 0.02% | +45,251+1,066.7% | Added |
| Glenmede Trust Co NA | 49,060 | $4.13M | 0.02% | +5,514+12.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 48,384 | $4.07M | 0.18% | +10,792+28.7% | Added |
| Great Lakes Advisors, LLC | 47,099 | $3.96M | 0.04% | +2,628+5.9% | Added |
| Atria Investments LLC | 47,046 | $3.96M | 0.06% | +5,646+13.6% | Added |
| Kingsview Wealth Management, LLC | 46,689 | $3.93M | 0.12% | −71−0.2% | Reduced |
| Walleye Trading LLC | 45,907 | $3.86M | 0.06% | +24,207+111.6% | Added |
| Public Employees Retirement Association of Colorado | 45,886 | $3.86M | 0.02% | −1,913−4.0% | Reduced |
| Blair William & Co | 44,992 | $3.79M | 0.01% | +3,416+8.2% | Added |
| New York Life Investment Management LLC | 44,689 | $3.76M | 0.04% | −338−0.8% | Reduced |
| S&CO Inc | 44,237 | $3.72M | 0.29% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 44,176 | $3.72M | 0.00% | −4,633,053−99.1% | Reduced |
| GWM Advisors LLC | 44,896 | $3.70M | 0.04% | +3,011+7.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 43,608 | $3.67M | 0.22% | +7,224+19.9% | Added |
| Petredis Investment Advisors LLC | 43,314 | $3.65M | 0.48% | −1,888−4.2% | Reduced |
| Richard C. Young & CO., LTD. | 43,277 | $3.64M | 0.49% | −614−1.4% | Reduced |
| Options Solutions, LLC | 43,046 | $3.62M | 3.86% | 00.0% | Unchanged |
| ProShare Advisors LLC | 42,380 | $3.57M | 0.01% | −9,148−17.8% | Reduced |
| Sit Investment Associates Inc | 42,350 | $3.56M | 0.09% | +60+0.1% | Added |
| Mutual of America Capital Management LLC | 42,205 | $3.55M | 0.04% | −1,932−4.4% | Reduced |
| Janus Henderson Group PLC | 41,903 | $3.53M | 0.00% | −9,763−18.9% | Reduced |
| Signature Wealth Management Group | 41,699 | $3.51M | 1.62% | +41,699 | New |
| Steward Partners Investment Advisory, LLC | 41,643 | $3.51M | 0.05% | +1,176+2.9% | Added |
| Intact Investment Management Inc. | 41,400 | $3.48M | 0.14% | +41,400 | New |
| CIBC World Markets Corp | 40,601 | $3.42M | 0.02% | +23,191+133.2% | Added |
| Kowal Investment Group, LLC | 40,265 | $3.39M | 0.79% | −498−1.2% | Reduced |
| Xponance, Inc. | 40,251 | $3.39M | 0.04% | +920+2.3% | Added |
| Park Avenue Securities LLC | 40,071 | $3.37M | 0.05% | +32,986+465.6% | Added |
| Meritage Portfolio Management | 39,883 | $3.36M | 0.22% | +1,379+3.6% | Added |
| Synergy Financial Management, LLC | 39,874 | $3.36M | 0.60% | −859−2.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 39,533 | $3.33M | 0.34% | −39,115−49.7% | Reduced |
| Schroder Investment Management Group | 39,386 | $3.32M | 0.00% | −7,801−16.5% | Reduced |
| Alley Investment Management Company, LLC | 39,256 | $3.30M | 0.48% | +30,009+324.5% | Added |
| Quadrature Capital Ltd | 38,980 | $3.28M | 0.06% | +5,994+18.2% | Added |
| Nissay Asset Management Corp | 38,602 | $3.25M | 0.03% | +1,427+3.8% | Added |
| ING Groep NV | 38,584 | $3.25M | 0.03% | −1,016−2.6% | Reduced |
| Gotham Asset Management, LLC | 38,468 | $3.24M | 0.06% | +17,655+84.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,289 | $3.22M | 0.11% | +38,289 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 30,304 | $3.20M | 0.04% | +30,304 | New |
| Kestra Advisory Services, LLC | 37,718 | $3.17M | 0.03% | +8,257+28.0% | Added |
| Advisory Services Network, LLC | 37,561 | $3.16M | 0.08% | +9,526+34.0% | Added |
| Farmers & Merchants Investments Inc | 37,018 | $3.12M | 0.11% | −14,000−27.4% | Reduced |
| Public Sector Pension Investment Board | 36,999 | $3.11M | 0.02% | −36,551−49.7% | Reduced |
| Captrust Financial Advisors | 36,998 | $3.11M | 0.01% | +5,960+19.2% | Added |
| Simplex Trading, LLC | 36,517 | $3.07M | 0.10% | +29,699+435.6% | Added |
| British Columbia Investment Management Corp | 36,321 | $3.06M | 0.02% | +7,627+26.6% | Added |
| N.E.W. Advisory Services LLC | 36,086 | $3.04M | 0.37% | +132+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 35,321 | $2.97M | 0.04% | +587+1.7% | Added |
| Rafferty Asset Management, LLC | 35,192 | $2.96M | 0.01% | +3,045+9.5% | Added |
| KLCM Advisors, Inc. | 34,331 | $2.89M | 0.45% | +722+2.1% | Added |
| Robeco Institutional Asset Management B.V. | 34,287 | $2.89M | 0.01% | −4,320−11.2% | Reduced |
| Leavell Investment Management, Inc. | 34,140 | $2.87M | 0.18% | −750−2.1% | Reduced |
| State of Alaska, Department of Revenue | 34,065 | $2.87M | 0.03% | −3,425−9.1% | Reduced |
| Avantax Advisory Services, Inc. | 33,764 | $2.84M | 0.03% | +3,437+11.3% | Added |
| Second Half Financial Partners, LLC | 33,592 | $2.83M | 1.39% | +33,592 | New |
| Morton Community Bank | 33,575 | $2.83M | 0.92% | +33,575 | New |
| Hennion & Walsh Asset Management, Inc. | 33,081 | $2.78M | 0.16% | −352−1.1% | Reduced |
| Daiwa Securities Group Inc. | 32,847 | $2.77M | 0.02% | +6,182+23.2% | Added |
| Penobscot Investment Management Company, Inc. | 32,669 | $2.75M | 0.32% | −2,911−8.2% | Reduced |
| Duality Advisers, LP | 32,181 | $2.71M | 0.29% | +32,181 | New |
| TD Private Client Wealth LLC | 31,925 | $2.69M | 0.10% | +27,301+590.4% | Added |
| Brinker Capital Investments, LLC | 31,245 | $2.67M | 0.03% | −4,912−13.6% | Reduced |
| Orion Portfolio Solutions, LLC | 31,245 | $2.67M | 0.03% | −4,912−13.6% | Reduced |
| Wellington Management Group LLP | 31,356 | $2.64M | 0.00% | +31,356 | New |
| Somerset Trust Co | 31,234 | $2.63M | 1.15% | −515−1.6% | Reduced |
| Zacks Investment Management | 31,194 | $2.63M | 0.03% | −6,218−16.6% | Reduced |
| Cincinnati Casualty Co | 31,000 | $2.61M | 1.53% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,910 | $2.60M | 0.02% | +4,767+18.2% | Added |
| Meyer Handelman Co | 30,790 | $2.59M | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 30,751 | $2.59M | 0.01% | +17,750+136.5% | Added |