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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 8,014 | $674.6K | 0.01% | +3,885+94.1% | Added |
| Degroof Petercam Asset Management | 8,000 | $673.4K | 0.01% | +8,000 | New |
| IHT Wealth Management, LLC | 7,986 | $672.1K | 0.03% | −285−3.4% | Reduced |
| Beaton Management Co. Inc. | 7,988 | $672.0K | 0.40% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,950 | $669.0K | 0.05% | +4,010+101.8% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $668.4K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 8,091 | $661.7K | 0.02% | +1,517+23.1% | Added |
| QRG Capital Management, Inc. | 7,796 | $656.2K | 0.01% | +164+2.1% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $650.8K | 0.08% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 7,729 | $650.5K | 0.76% | +7,729 | New |
| Vantage Financial Partners, LLC | 7,685 | $646.9K | 0.19% | +1,547+25.2% | Added |
| Davenport & Co LLC | 7,661 | $644.8K | 0.00% | −176−2.2% | Reduced |
| Great Valley Advisor Group, Inc. | 7,627 | $641.9K | 0.02% | +36+0.5% | Added |
| McDonald Partners LLC | 7,621 | $641.5K | 0.19% | +1,774+30.3% | Added |
| Fortis Group Advisors, LLC | 7,610 | $640.5K | 0.16% | +3,805+100.0% | Added |
| Assenagon Asset Management S.A. | 7,608 | $640.4K | 0.00% | −218−2.8% | Reduced |
| Venturi Wealth Management, LLC | 7,596 | $639.4K | 0.05% | −453−5.6% | Reduced |
| Carret Asset Management, LLC | 7,400 | $622.9K | 0.08% | −1,300−14.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,368 | $620.0K | 0.01% | −2,306−23.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,364 | $619.8K | 0.02% | +346+4.9% | Added |
| Investment Management Corp of Ontario | 7,362 | $619.7K | 0.02% | +7,362 | New |
| Winch Advisory Services, LLC | 7,358 | $619.3K | 0.21% | +443+6.4% | Added |
| Investment House LLC | 7,300 | $614.4K | 0.04% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 7,276 | $612.4K | 0.02% | −620−7.9% | Reduced |
| Sawtooth Solutions, LLC | 7,270 | $611.9K | 0.02% | −626−7.9% | Reduced |
| Dakota Wealth Management | 7,254 | $610.6K | 0.02% | +534+7.9% | Added |
| Ronald Blue Trust, Inc. | 7,544 | $607.0K | 0.01% | +781+11.5% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $601.1K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,096 | $597.3K | 0.29% | −100−1.4% | Reduced |
| Centiva Capital, LP | 7,078 | $595.8K | 0.04% | +2,714+62.2% | Added |
| Advisors Management Group Inc | 7,047 | $593.0K | 0.16% | +23+0.3% | Added |
| Wetherby Asset Management Inc | 7,009 | $589.9K | 0.03% | −978−12.2% | Reduced |
| We Are One Seven, LLC | 6,945 | $584.6K | 0.03% | −116−1.6% | Reduced |
| Paloma Partners Management Co | 6,909 | $581.5K | 0.10% | +6,909 | New |
| Csenge Advisory Group | 6,904 | $581.1K | 0.04% | +2,529+57.8% | Added |
| Snowden Capital Advisors LLC | 6,897 | $580.5K | 0.02% | −390−5.4% | Reduced |
| GAMMA Investing LLC | 7,186 | $580.3K | 0.16% | +7,186 | New |
| Exchange Traded Concepts, LLC | 6,894 | $580.3K | 0.02% | +28+0.4% | Added |
| Ballentine Partners, LLC | 6,893 | $580.2K | 0.01% | −2,836−29.1% | Reduced |
| TBH Global Asset Management, LLC | 6,844 | $576.1K | 0.12% | +40+0.6% | Added |
| Trust Co of Toledo NA | 6,837 | $575.5K | 0.10% | +467+7.3% | Added |
| Moors & Cabot, Inc. | 6,798 | $572.2K | 0.04% | +815+13.6% | Added |
| Tokio Marine Asset Management Co Ltd | 6,777 | $570.4K | 0.03% | +1,234+22.3% | Added |
| IFP Advisors, Inc | 6,739 | $567.2K | 0.03% | +150+2.3% | Added |
| Wesbanco Bank Inc | 6,735 | $566.9K | 0.03% | −252−3.6% | Reduced |
| National Asset Management, Inc. | 6,734 | $566.8K | 0.02% | −142−2.1% | Reduced |
| Geneos Wealth Management Inc. | 6,716 | $565.3K | 0.03% | −693−9.4% | Reduced |
| Lantz Financial LLC | 6,696 | $563.6K | 0.20% | −630−8.6% | Reduced |
| Marcum Wealth, LLC | 6,630 | $558.0K | 0.06% | −101−1.5% | Reduced |
| NewEdge Wealth, LLC | 6,609 | $556.2K | 0.01% | −556−7.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,597 | $555.2K | 0.03% | −423−6.0% | Reduced |
| MPS Loria Financial Planners, LLC | 6,569 | $552.9K | 0.19% | +30+0.5% | Added |
| XTX Topco Ltd | 6,563 | $552.4K | 0.12% | +434+7.1% | Added |
| Rockland Trust Co | 6,545 | $550.9K | 0.03% | −25−0.4% | Reduced |
| Financial Advisory Partners, LLC | 6,539 | $550.4K | 0.20% | −185−2.8% | Reduced |
| Balentine LLC | 6,518 | $548.6K | 0.02% | +1,619+33.0% | Added |
| Integrated Advisors Network LLC | 6,471 | $544.7K | 0.03% | −1,092−14.4% | Reduced |
| Ti-Trust, Inc | 6,430 | $541.2K | 0.48% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 6,392 | $538.0K | 0.01% | −294−4.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,368 | $536.0K | 0.01% | +7+0.1% | Added |
| Nomura Holdings Inc | 6,358 | $535.2K | 0.00% | +6,358 | New |
| Buckley Wealth Management, LLC | 6,348 | $534.3K | 0.19% | −290−4.4% | Reduced |
| SPC Financial, Inc. | 6,250 | $526.1K | 0.05% | +1,000+19.0% | Added |
| City State Bank | 6,244 | $526.0K | 0.26% | −114−1.8% | Reduced |
| Paragon Private Wealth Management, LLC | 6,225 | $524.0K | 0.36% | +719+13.1% | Added |
| Dynamic Advisor Solutions LLC | 6,029 | $519.9K | 0.02% | −207−3.3% | Reduced |
| Clearstead Advisors, LLC | 6,176 | $519.8K | 0.03% | +102+1.7% | Added |
| Cary Street Partner Investment Advisory LLC | 6,140 | $516.8K | 0.02% | +3,683+149.9% | Added |
| Proequities, Inc. | 6,135 | $516.4K | 0.04% | +4,802+360.2% | Added |
| MAI Capital Management | 6,120 | $515.1K | 0.01% | −544−8.2% | Reduced |
| Citizens Financial Group Inc | 6,098 | $513.3K | 0.02% | +1,872+44.3% | Added |
| Ieq Capital, LLC | 6,003 | $505.2K | 0.01% | −1,939−24.4% | Reduced |
| Bridges Investment Management Inc | 6,000 | $505.0K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 5,993 | $504.4K | 0.05% | +5,993 | New |
| Oarsman Capital, Inc. | 5,976 | $503.0K | 0.13% | +158+2.7% | Added |
| Drake & Associates, LLC | 5,968 | $502.3K | 0.21% | +49+0.8% | Added |
| Daymark Wealth Partners, LLC | 5,949 | $500.7K | 0.03% | +115+2.0% | Added |
| FORA Capital, LLC | 5,931 | $499.2K | 0.04% | +1,613+37.4% | Added |
| Bradley Foster & Sargent Inc | 5,930 | $499.1K | 0.01% | +1,868+46.0% | Added |
| Intrua Financial, LLC | 5,915 | $497.9K | 0.08% | +5,915 | New |
| Financial Advocates Investment Management | 5,889 | $495.7K | 0.03% | +2,717+85.7% | Added |
| HB Wealth Management, LLC | 5,848 | $492.2K | 0.01% | −3,817−39.5% | Reduced |
| Johnson Financial Group, Inc. | 5,842 | $491.7K | 0.03% | +966+19.8% | Added |
| LVZ Advisors, Inc. | 5,778 | $486.3K | 0.07% | +300+5.5% | Added |
| Alaska Permanent Fund Corp | 5,734 | $482.6K | 0.01% | +57+1.0% | Added |
| MGB Wealth Management, LLC | 5,714 | $480.9K | 0.24% | +5,714 | New |
| Northern Oak Wealth Management Inc | 5,712 | $480.8K | 0.06% | −5,432−48.7% | Reduced |
| Spinnaker Trust | 5,648 | $475.4K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,699 | $474.6K | 0.01% | +1,386+32.1% | Added |
| Chicago Capital, LLC | 5,638 | $474.6K | 0.02% | −247−4.2% | Reduced |
| Courier Capital LLC | 5,568 | $468.7K | 0.04% | −20.0% | Reduced |
| Northcape Wealth Management, LLC | 5,530 | $465.5K | 0.17% | +5,530 | New |
| Paradigm Financial Partners, LLC | 5,480 | $461.3K | 0.11% | +5,480 | New |
| Rehmann Capital Advisory Group | 5,475 | $460.8K | 0.04% | +1,933+54.6% | Added |
| Lincoln National Corp | 5,473 | $460.6K | 0.01% | +2,260+70.3% | Added |
| Stratos Wealth Advisors, LLC | 5,442 | $458.1K | 0.03% | −1,571−22.4% | Reduced |
| Hutner Capital Management Inc | 5,427 | $456.8K | 0.27% | +736+15.7% | Added |
| North Star Asset Management Inc | 5,410 | $455.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,393 | $453.9K | 0.01% | −829−13.3% | Reduced |
| Claro Advisors LLC | 5,385 | $453.3K | 0.10% | −1,714−24.1% | Reduced |