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 |
|---|---|---|---|---|---|
| Summit Financial, LLC | 5,348 | $450.1K | 0.03% | −240−4.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,309 | $446.9K | 0.01% | +949+21.8% | Added |
| CWM Advisors, LLC | 5,299 | $446.0K | 0.05% | +760+16.7% | Added |
| Chesley Taft & Associates LLC | 5,280 | $444.4K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,272 | $443.7K | 0.11% | +1,181+28.9% | Added |
| Boston Family Office LLC | 5,251 | $442.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,249 | $441.8K | 0.01% | −252−4.6% | Reduced |
| Toroso Investments, LLC | 5,247 | $441.6K | 0.01% | −27−0.5% | Reduced |
| Mission Wealth Management, LP | 5,207 | $438.3K | 0.01% | −83−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 5,164 | $434.6K | 0.01% | +2,162+72.0% | Added |
| Weaver Capital Management LLC | 5,153 | $433.7K | 0.18% | +5,153 | New |
| Wealth Architects, LLC | 5,148 | $433.3K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,134 | $432.1K | 0.03% | −438−7.9% | Reduced |
| Old Second National Bank of Aurora | 5,118 | $430.8K | 0.12% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,117 | $430.7K | 0.10% | +5,117 | New |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $427.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $423.6K | 0.07% | 00.0% | Unchanged |
| WFA Asset Management Corp | 5,019 | $422.4K | 0.23% | −144−2.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,894 | $422.4K | 0.08% | −3−0.1% | Reduced |
| Merit Financial Group, LLC | 5,008 | $421.5K | 0.01% | +694+16.1% | Added |
| Park Place Capital Corp | 4,978 | $419.0K | 0.17% | +3,358+207.3% | Added |
| Hudock, Inc. | 4,976 | $418.8K | 0.09% | +5+0.1% | Added |
| Diversified Trust Co | 4,965 | $417.9K | 0.01% | −184−3.6% | Reduced |
| PAX Financial Group, LLC | 5,352 | $414.2K | 0.09% | +303+6.0% | Added |
| Moody Lynn & Lieberson, LLC | 4,903 | $412.7K | 0.03% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $406.0K | 0.04% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,798 | $403.9K | 0.04% | −1,290−21.2% | Reduced |
| Advisor OS, LLC | 4,794 | $403.5K | 0.05% | +2,108+78.5% | Added |
| Appleton Partners Inc | 4,792 | $403.0K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,762 | $400.9K | 0.03% | −287−5.7% | Reduced |
| Focus Financial Network Inc | 4,742 | $399.1K | 0.02% | +4,742 | New |
| Meeder Advisory Services, Inc. | 4,742 | $399.1K | 0.05% | −985−17.2% | Reduced |
| Smith, Moore & Co. | 4,741 | $399.1K | 0.05% | +10.0% | Added |
| Aviva PLC | 4,736 | $398.6K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,732 | $398.3K | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 4,728 | $398.0K | 0.02% | −19−0.4% | Reduced |
| Greenfield Savings Bank | 4,703 | $395.9K | 0.23% | −101−2.1% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $395.7K | 0.30% | +4,900 | New |
| West Paces Advisors Inc. | 4,687 | $394.5K | 0.11% | −473−9.2% | Reduced |
| Forum Financial Management, LP | 4,669 | $393.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,656 | $391.9K | 0.06% | +906+24.2% | Added |
| Douglass Winthrop Advisors, LLC | 4,601 | $387.3K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,587 | $386.1K | 0.01% | −557−10.8% | Reduced |
| Wintrust Investments LLC | 4,539 | $382.0K | 0.04% | +684+17.7% | Added |
| McDonough Capital Management, Inc | 4,525 | $380.9K | 0.33% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,730 | $380.3K | 0.46% | −1,493−24.0% | Reduced |
| Blossom Wealth Management | 4,500 | $378.8K | 1.02% | +703+18.5% | Added |
| Equitable Holdings, Inc. | 4,470 | $376.2K | 0.00% | −279−5.9% | Reduced |
| Advisors Capital Management, LLC | 4,468 | $376.0K | 0.01% | −9−0.2% | Reduced |
| Smithfield Trust Co | 4,452 | $375.0K | 0.02% | −324−6.8% | Reduced |
| West Michigan Advisors, LLC | 4,448 | $374.4K | 0.14% | −278−5.9% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $373.5K | 0.02% | −118−2.6% | Reduced |
| Dividend Assets Capital, LLC | 4,411 | $371.0K | 0.07% | −1,550−26.0% | Reduced |
| NEOS Investment Management LLC | 4,395 | $369.9K | 0.04% | +1,405+47.0% | Added |
| Vident Advisory, LLC | 4,369 | $367.7K | 0.01% | +160+3.8% | Added |
| Private Trust Co NA | 4,368 | $367.7K | 0.04% | +361+9.0% | Added |
| Significant Wealth Partners LLC | 4,357 | $366.7K | 0.27% | +4,357 | New |
| Alpha Cubed Investments, LLC | 4,314 | $363.1K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,299 | $361.9K | 0.32% | +124+3.0% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $361.3K | 0.22% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,268 | $359.2K | 0.00% | −3,167−42.6% | Reduced |
| Tarbox Family Office, Inc. | 4,266 | $359.1K | 0.07% | −15−0.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,259 | $358.5K | 0.04% | −380−8.2% | Reduced |
| Financial Advisors Network, Inc. | 4,246 | $357.4K | 0.07% | +46+1.1% | Added |
| Ziegler Capital Management, LLC | 4,239 | $356.8K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,209 | $354.3K | 0.00% | −143−3.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,197 | $353.3K | 0.03% | −1,085−20.5% | Reduced |
| Insight Wealth Strategies, LLC | 4,190 | $352.7K | 0.06% | −119−2.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,185 | $352.3K | 0.06% | −455−9.8% | Reduced |
| Aptus Capital Advisors, LLC | 4,104 | $345.4K | 0.01% | −714−14.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,094 | $344.6K | 0.03% | −20−0.5% | Reduced |
| Alhambra Investment Partners LLC | 4,085 | $343.8K | 0.20% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $342.5K | 0.12% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $341.7K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,053 | $341.2K | 0.03% | +70+1.8% | Added |
| Plancorp, LLC | 4,022 | $338.5K | 0.02% | −944−19.0% | Reduced |
| Howe & Rusling Inc | 4,019 | $338.3K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,002 | $336.8K | 0.05% | −664−14.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,990 | $335.8K | 0.01% | +249+6.7% | Added |
| Gradient Investments LLC | 3,979 | $334.9K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,976 | $334.7K | 0.25% | +609+18.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,951 | $332.6K | 0.01% | +3,951 | New |
| Hanson & Doremus Investment Management | 3,947 | $332.0K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,942 | $331.8K | 0.08% | −632−13.8% | Reduced |
| EP Wealth Advisors, LLC | 3,916 | $329.6K | 0.00% | +122+3.2% | Added |
| Los Angeles Capital Management LLC | 3,913 | $329.4K | 0.00% | −6,218−61.4% | Reduced |
| Bank of New Hampshire | 3,870 | $325.7K | 0.09% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,844 | $323.5K | 0.00% | +589+18.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,839 | $323.1K | 0.04% | −101−2.6% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $321.2K | 0.11% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,744 | $315.0K | 0.02% | −340−8.3% | Reduced |
| Brady Family Wealth, LLC | 3,735 | $314.4K | 0.11% | −554−12.9% | Reduced |
| Glenview Trust Co | 3,694 | $310.9K | 0.01% | +3,694 | New |
| Stephens Inc | 3,689 | $310.5K | 0.01% | +691+23.0% | Added |
| Quest Partners LLC | 3,631 | $305.6K | 0.06% | +3,631 | New |
| Capital Advisors Inc | 3,628 | $305.4K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,623 | $304.9K | 0.03% | +3,623 | New |
| Armstrong, Fleming & Moore, Inc | 3,621 | $304.8K | 0.23% | +13+0.4% | Added |
| GTS Securities LLC | 3,594 | $302.5K | 0.01% | +144+4.2% | Added |
| Connecticut Wealth Management, LLC | 3,528 | $297.0K | 0.02% | −200−5.4% | Reduced |