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 |
|---|---|---|---|---|---|
| Prudential PLC | 30,727 | $2.59M | 0.03% | +93+0.3% | Added |
| First American Bank | 30,723 | $2.59M | 0.22% | −1,124−3.5% | Reduced |
| Regions Financial Corp | 30,437 | $2.56M | 0.02% | +1,686+5.9% | Added |
| PEAK6 Investments LLC | 30,352 | $2.55M | 0.11% | +30,352 | New |
| Premier Fund Managers Ltd | 30,000 | $2.52M | 0.11% | −5,000−14.3% | Reduced |
| Keybank National Association | 29,794 | $2.51M | 0.01% | +11,023+58.7% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.48M | 1.09% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 29,164 | $2.45M | 0.07% | +21,945+304.0% | Added |
| Harbour Investments, Inc. | 28,716 | $2.42M | 0.10% | +4,266+17.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 28,319 | $2.38M | 0.58% | +28,319 | New |
| Cornerstone Advisors, LLC | 28,300 | $2.38M | 0.10% | −1,500−5.0% | Reduced |
| Reaves W H & Co Inc | 28,300 | $2.38M | 0.09% | −317,560−91.8% | Reduced |
| United Capital Management of KS, Inc. | 27,821 | $2.34M | 0.71% | +3,826+15.9% | Added |
| Trexquant Investment LP | 27,490 | $2.31M | 0.05% | +27,490 | New |
| Bokf, NA | 27,230 | $2.29M | 0.04% | −1,478−5.1% | Reduced |
| Gsa Capital Partners LLP | 27,153 | $2.29M | 0.19% | +14,133+108.5% | Added |
| Teachers Retirement System of the State of Kentucky | 27,114 | $2.28M | 0.02% | −1,252−4.4% | Reduced |
| Rothschild Investment LLC | 27,108 | $2.28M | 0.19% | +27,108 | New |
| Alta Capital Management LLC | 26,906 | $2.26M | 0.15% | +623+2.4% | Added |
| Eaton Financial Holdings Company, LLC | 26,878 | $2.26M | 0.55% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 26,667 | $2.24M | 0.06% | −574−2.1% | Reduced |
| Journey Advisory Group, LLC | 26,657 | $2.24M | 0.31% | −757−2.8% | Reduced |
| Assetmark, Inc | 26,283 | $2.21M | 0.01% | +2,276+9.5% | Added |
| Mackenzie Financial Corp | 26,149 | $2.20M | 0.00% | −699−2.6% | Reduced |
| Gulf International Bank (UK) Ltd | 26,140 | $2.20M | 0.06% | −2,480−8.7% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,586 | $2.15M | 0.67% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 25,370 | $2.14M | 1.67% | +25,370 | New |
| Kentucky Retirement Systems | 25,238 | $2.12M | 0.07% | +1,125+4.7% | Added |
| Crossmark Global Holdings, Inc. | 25,211 | $2.12M | 0.04% | +582+2.4% | Added |
| Cetera Investment Advisers | 25,054 | $2.11M | 0.02% | +12,405+98.1% | Added |
| KBC Group NV | 24,964 | $2.10M | 0.01% | +5,278+26.8% | Added |
| Aquatic Capital Management LLC | 24,900 | $2.10M | 0.05% | −13,700−35.5% | Reduced |
| Brown Advisory Inc | 24,683 | $2.08M | 0.00% | +1,739+7.6% | Added |
| Oregon Public Employees Retirement Fund | 24,661 | $2.08M | 0.04% | +291+1.2% | Added |
| Pathstone Holdings, LLC | 24,512 | $2.07M | 0.01% | +24,512 | New |
| Cresset Asset Management, LLC | 24,360 | $2.05M | 0.01% | +1,838+8.2% | Added |
| Maryland State Retirement & Pension System | 24,095 | $2.03M | 0.04% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 24,093 | $2.03M | 0.13% | +994+4.3% | Added |
| LVW Advisors, LLC | 23,884 | $2.01M | 0.38% | −6,930−22.5% | Reduced |
| Thrivent Financial for Lutherans | 23,868 | $2.01M | 0.00% | +531+2.3% | Added |
| CTC Alternative Strategies, Ltd. | 23,629 | $1.99M | 4.13% | +23,629 | New |
| KCM Investment Advisors LLC | 23,609 | $1.99M | 0.08% | −2,667−10.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 23,557 | $1.98M | 1.13% | −614−2.5% | Reduced |
| Alliance Wealth Advisors, LLC | 23,503 | $1.98M | 0.66% | +838+3.7% | Added |
| Mercer Global Advisors Inc | 23,474 | $1.98M | 0.01% | +379+1.6% | Added |
| Thomas Story & Son LLC | 22,784 | $1.92M | 0.90% | +50+0.2% | Added |
| Beacon Pointe Advisors, LLC | 22,785 | $1.92M | 0.02% | +315+1.4% | Added |
| Raymond James Trust N.A. | 22,492 | $1.89M | 0.05% | −1,337−5.6% | Reduced |
| HighPoint Advisor Group LLC | 23,288 | $1.86M | 0.13% | +23,288 | New |
| Caldwell Trust Co | 22,088 | $1.86M | 0.23% | −610−2.7% | Reduced |
| Nicolet Bankshares Inc | 21,957 | $1.85M | 0.50% | −1,126−4.9% | Reduced |
| Parsons Capital Management Inc | 21,889 | $1.84M | 0.13% | −2,493−10.2% | Reduced |
| Wealthfront Advisers LLC | 21,652 | $1.82M | 0.01% | −1,418−6.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,625 | $1.82M | 0.48% | −2,915−11.9% | Reduced |
| Oppenheimer Asset Management Inc. | 21,623 | $1.82M | 0.03% | +1,945+9.9% | Added |
| RFG Advisory, LLC | 21,327 | $1.80M | 0.07% | +3,554+20.0% | Added |
| Hartford Investment Management Co | 21,242 | $1.79M | 0.07% | −252−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 21,038 | $1.77M | 0.09% | −2,707−11.4% | Reduced |
| Motley Fool Wealth Management, LLC | 20,219 | $1.71M | 0.09% | −1,625−7.4% | Reduced |
| Rodgers Brothers Inc. | 20,229 | $1.70M | 0.27% | −3,088−13.2% | Reduced |
| Savant Capital, LLC | 20,158 | $1.70M | 0.02% | +59+0.3% | Added |
| JustInvest LLC | 19,988 | $1.68M | 0.04% | −2,345−10.5% | Reduced |
| Securian Asset Management, Inc | 19,889 | $1.67M | 0.05% | −2,743−12.1% | Reduced |
| BKM Wealth Management, LLC | 19,505 | $1.64M | 0.70% | +19,505 | New |
| Stevens Capital Management LP | 19,444 | $1.64M | 0.41% | +16,697+607.8% | Added |
| Lockheed Martin Investment Management Co | 18,700 | $1.63M | 0.12% | −2,100−10.1% | Reduced |
| Ellenbecker Investment Group | 19,196 | $1.61M | 0.37% | −159−0.8% | Reduced |
| Miller Howard Investments Inc | 19,182 | $1.61M | 0.06% | −3,007−13.6% | Reduced |
| Louisiana State Employees Retirement System | 19,100 | $1.61M | 0.03% | −400−2.1% | Reduced |
| Associated Banc-Corp | 19,029 | $1.60M | 0.06% | −531−2.7% | Reduced |
| Independent Advisor Alliance | 18,949 | $1.59M | 0.06% | −400−2.1% | Reduced |
| Atlantic Trust, LLC | 18,917 | $1.59M | 0.44% | −683−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,827 | $1.58M | 0.00% | −3,753−16.6% | Reduced |
| Concurrent Investment Advisors, LLC | 18,713 | $1.58M | 0.07% | +18,713 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,693 | $1.57M | 0.00% | +4,742+34.0% | Added |
| M&T Bank Corp | 18,620 | $1.57M | 0.01% | −3,854−17.1% | Reduced |
| Sciencast Management LP | 18,531 | $1.56M | 0.85% | +18,531 | New |
| Pensionmark Financial Group, LLC | 18,456 | $1.55M | 0.20% | +18,456 | New |
| Metis Global Partners, LLC | 18,280 | $1.54M | 0.06% | −569−3.0% | Reduced |
| Belpointe Asset Management LLC | 18,198 | $1.53M | 0.13% | +6,020+49.4% | Added |
| CWM, LLC | 17,637 | $1.48M | 0.01% | +94+0.5% | Added |
| Kesler, Norman & Wride, LLC | 17,321 | $1.46M | 0.33% | +456+2.7% | Added |
| Ameritas Advisory Services, LLC | 18,428 | $1.44M | 0.08% | −6,770−26.9% | Reduced |
| Sabal Trust CO | 17,128 | $1.44M | 0.09% | 00.0% | Unchanged |
| Aurora Investment Counsel | 17,510 | $1.42M | 0.92% | +17,510 | New |
| Two Sigma Advisers, LP | 16,800 | $1.41M | 0.00% | +16,800 | New |
| Spirit of America Management Corp | 16,750 | $1.41M | 0.31% | 00.0% | Unchanged |
| Ascent Group, LLC | 17,984 | $1.41M | 0.13% | +17,984 | New |
| New Mexico Educational Retirement Board | 16,453 | $1.39M | 0.05% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 16,303 | $1.37M | 0.01% | +2,902+21.7% | Added |
| Twin Capital Management Inc | 16,295 | $1.37M | 0.18% | −212−1.3% | Reduced |
| Cetera Advisors LLC | 16,269 | $1.37M | 0.02% | +8,923+121.5% | Added |
| Mesirow Financial Investment Management, Inc. | 21,732 | $1.36M | 0.05% | +21,732 | New |
| Meiji Yasuda Life Insurance Co | 16,130 | $1.36M | 0.03% | −210−1.3% | Reduced |
| Schmidt P J Investment Management Inc | 16,748 | $1.34M | 0.27% | −1,258−7.0% | Reduced |
| Nations Financial Group Inc, | 15,853 | $1.33M | 0.12% | −1,946−10.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.32M | 0.10% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 15,684 | $1.32M | 0.02% | +481+3.2% | Added |
| Stock Yards Bank & Trust Co | 15,600 | $1.31M | 0.05% | −1,893−10.8% | Reduced |
| Quantinno Capital Management LP | 15,227 | $1.28M | 0.04% | +8,512+126.8% | Added |