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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 15,045 | $1.27M | 0.05% | −1,113−6.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,950 | $1.26M | 0.25% | +57+0.4% | Added |
| Nordea Investment Management AB | 14,679 | $1.24M | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 14,293 | $1.20M | 0.01% | +1,340+10.3% | Added |
| Federated Hermes, Inc. | 14,281 | $1.20M | 0.00% | −8,294−36.7% | Reduced |
| Legacy Private Trust Co. | 14,170 | $1.19M | 0.09% | +4,748+50.4% | Added |
| Red Cedar Investment Management, LLC | 14,132 | $1.19M | 0.17% | +1,671+13.4% | Added |
| Brookstone Capital Management | 14,085 | $1.19M | 0.02% | +704+5.3% | Added |
| FDx Advisors, Inc. | 14,063 | $1.18M | 0.09% | +2,586+22.5% | Added |
| Illinois Municipal Retirement Fund | 14,023 | $1.18M | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,865 | $1.17M | 0.05% | −154−1.1% | Reduced |
| Ontario Teachers Pension Plan Board | 13,848 | $1.17M | 0.01% | +13,848 | New |
| Marietta Investment Partners LLC | 13,800 | $1.16M | 0.29% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 13,761 | $1.16M | 0.01% | −12,092−46.8% | Reduced |
| Prospera Financial Services Inc | 13,628 | $1.15M | 0.04% | +3,534+35.0% | Added |
| Brasada Capital Management, LP | 13,109 | $1.10M | 0.22% | −4,614−26.0% | Reduced |
| ICW Investment Advisors LLC | 12,986 | $1.09M | 0.53% | +425+3.4% | Added |
| Conning Inc. | 12,914 | $1.09M | 0.04% | −30−0.2% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 12,907 | $1.09M | 0.21% | −2,314−15.2% | Reduced |
| Empowered Funds, LLC | 12,854 | $1.08M | 0.03% | +9,077+240.3% | Added |
| Metropolitan Life Insurance Co | 12,838 | $1.08M | 0.05% | −212−1.6% | Reduced |
| Fox Hill Wealth Management | 12,771 | $1.07M | 0.82% | +12,771 | New |
| Profund Advisors LLC | 12,750 | $1.07M | 0.05% | −359−2.7% | Reduced |
| Colony Group, LLC | 12,529 | $1.05M | 0.01% | +12,529 | New |
| Icon Wealth Advisors, LLC | 12,482 | $1.05M | 0.11% | +12,482 | New |
| Landaas & Co | 12,431 | $1.05M | 0.39% | 00.0% | Unchanged |
| Intech Investment Management LLC | 12,422 | $1.05M | 0.02% | −6,027−32.7% | Reduced |
| Two Sigma Securities, LLC | 12,334 | $1.04M | 0.05% | +12,334 | New |
| Hantz Financial Services, Inc. | 12,294 | $1.03M | 0.02% | −114−0.9% | Reduced |
| Welch & Forbes LLC | 12,245 | $1.03M | 0.02% | −12−0.1% | Reduced |
| Mattern Wealth Management LLC | 12,092 | $1.02M | 0.26% | −191−1.6% | Reduced |
| Graham Capital Management, L.P. | 12,082 | $1.02M | 0.03% | +12,082 | New |
| Tiaa Trust, National Association | 11,984 | $1.01M | 0.00% | −1,627−12.0% | Reduced |
| Prairie Sky Financial Group LLC | 11,736 | $987.8K | 0.64% | 00.0% | Unchanged |
| Principal Securities, Inc. | 11,683 | $983.4K | 0.04% | +11,683 | New |
| Hummer Financial Advisory Services Inc | 11,622 | $978.2K | 0.89% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 11,525 | $970.1K | 0.61% | +11,525 | New |
| Cornell Pochily Investment Advisors, Inc. | 11,411 | $960.5K | 0.40% | +3,214+39.2% | Added |
| PFW Advisors LLC | 11,357 | $955.9K | 0.31% | −431−3.7% | Reduced |
| Edgestream Partners, L.P. | 11,311 | $952.0K | 0.07% | +11,311 | New |
| Rowland & Co Investment Counsel | 11,305 | $951.5K | 0.22% | −870−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,238 | $945.9K | 0.07% | +472+4.4% | Added |
| HM Payson & Co | 11,214 | $943.9K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,060 | $930.9K | 0.05% | −72−0.6% | Reduced |
| Central Trust Co | 11,039 | $929.2K | 0.02% | +689+6.7% | Added |
| Global Retirement Partners, LLC | 11,223 | $926.7K | 0.04% | −1,400−11.1% | Reduced |
| Empirical Finance, LLC | 11,005 | $926.3K | 0.06% | +79+0.7% | Added |
| Integrated Wealth Concepts LLC | 10,949 | $921.6K | 0.02% | −335−3.0% | Reduced |
| North Star Investment Management Corp. | 10,923 | $919.4K | 0.07% | −20.0% | Reduced |
| Wolverine Trading, LLC | 10,885 | $916.2K | 0.01% | +6,808+167.0% | Added |
| Venture Visionary Partners LLC | 10,873 | $915.2K | 0.05% | +2,671+32.6% | Added |
| Shell Asset Management Co | 10,826 | $911.0K | 0.04% | +54+0.5% | Added |
| Van Hulzen Asset Management, LLC | 10,728 | $903.0K | 0.06% | −700−6.1% | Reduced |
| Veriti Management LLC | 10,650 | $896.4K | 0.08% | +1,515+16.6% | Added |
| Norinchukin Bank, The | 10,635 | $895.1K | 0.02% | −366−3.3% | Reduced |
| South Dakota Investment Council | 10,580 | $891.0K | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 10,446 | $879.2K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,361 | $872.1K | 0.01% | +7,522+265.0% | Added |
| TrinityPoint Wealth, LLC | 10,326 | $869.2K | 0.16% | +4,703+83.6% | Added |
| Brown Capital Management LLC | 10,324 | $869.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,210 | $859.4K | 0.01% | −73−0.7% | Reduced |
| United Services Automobile Association | 10,191 | $857.8K | 0.02% | +10,191 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,984 | $840.4K | 0.02% | +27+0.3% | Added |
| American State Bank (Iowa) | 9,855 | $829.5K | 0.53% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,708 | $817.1K | 0.01% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,641 | $811.5K | 0.93% | −45−0.5% | Reduced |
| Trust Point Inc. | 9,568 | $805.3K | 0.07% | +9,568 | New |
| Greenleaf Trust | 9,566 | $805.2K | 0.01% | −31−0.3% | Reduced |
| Johnson Investment Counsel Inc | 9,529 | $802.1K | 0.01% | +1,105+13.1% | Added |
| Romano Brothers and Company | 9,453 | $795.7K | 0.12% | −139−1.4% | Reduced |
| Wealth Alliance | 9,423 | $793.1K | 0.11% | −500−5.0% | Reduced |
| Credit Agricole S A | 9,337 | $785.9K | 0.02% | +5,958+176.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,329 | $785.2K | 0.01% | +308+3.4% | Added |
| Valmark Advisers, Inc. | 9,218 | $775.9K | 0.01% | −1,322−12.5% | Reduced |
| Cubist Systematic Strategies, LLC | 9,152 | $770.3K | 0.01% | −108,288−92.2% | Reduced |
| Wealthspire Advisors, LLC | 9,088 | $765.0K | 0.01% | −1,786−16.4% | Reduced |
| Avantax Planning Partners, Inc. | 9,079 | $764.2K | 0.03% | +416+4.8% | Added |
| FineMark National Bank & Trust | 8,988 | $756.5K | 0.03% | +52+0.6% | Added |
| SageView Advisory Group, LLC | 9,123 | $736.8K | 0.03% | +9,123 | New |
| Quantbot Technologies LP | 8,691 | $731.5K | 0.04% | +8,691 | New |
| Chelsea Counsel Co | 8,672 | $729.9K | 0.39% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 8,637 | $727.0K | 0.04% | −1,726−16.7% | Reduced |
| WNY Asset Management, LLC | 8,496 | $715.1K | 0.12% | +40.0% | Added |
| Montag A & Associates Inc | 8,414 | $708.2K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,380 | $705.0K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,359 | $703.6K | 0.16% | −713−7.9% | Reduced |
| Providence Wealth Advisors, LLC | 14,581 | $698.0K | 0.83% | +11,761+417.1% | Added |
| Apollon Wealth Management, LLC | 8,278 | $696.7K | 0.02% | +3,605+77.1% | Added |
| Resources Management Corp | 8,252 | $695.0K | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,231 | $692.8K | 0.02% | −220−2.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,214 | $691.4K | 0.13% | +583+7.6% | Added |
| Natixis | 8,202 | $690.4K | 0.01% | +7,089+636.9% | Added |
| Searle & Co. | 8,200 | $690.2K | 0.19% | 00.0% | Unchanged |
| Highview Capital Management LLC | 8,189 | $689.3K | 0.37% | +8,189 | New |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $686.1K | 0.05% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,150 | $686.0K | 0.52% | +3,997+96.2% | Added |
| Portside Wealth Group, LLC | 8,128 | $684.1K | 0.13% | −2,246−21.7% | Reduced |
| Lazard Asset Management LLC | 8,104 | $682.0K | 0.00% | +8,104 | New |
| Alberta Investment Management Corp | 8,100 | $681.8K | 0.01% | 00.0% | Unchanged |
| FJ Investments, LLC | 8,100 | $681.8K | 0.03% | +8,100 | New |