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 |
|---|---|---|---|---|---|
| Wade G W & Inc | 3,522 | $296.0K | 0.01% | −486−12.1% | Reduced |
| Headlands Technologies LLC | 3,508 | $295.3K | 0.09% | +2,743+358.6% | Added |
| Adviser Investments LLC | 3,474 | $292.4K | 0.00% | +3,474 | New |
| First Foundation Advisors | 3,469 | $292.0K | 0.01% | −486−12.3% | Reduced |
| MQS Management LLC | 3,456 | $290.9K | 0.16% | −1,453−29.6% | Reduced |
| Haverford Trust Co | 3,455 | $290.8K | 0.00% | +190+5.8% | Added |
| My Legacy Advisors, LLC | 3,540 | $290.7K | 0.10% | +3,540 | New |
| OneAscent Financial Services LLC | 3,451 | $290.0K | 0.04% | +3,451 | New |
| Siemens Fonds Invest GmbH | 3,437 | $289.3K | 0.02% | +813+31.0% | Added |
| First Heartland Consultants, Inc. | 3,426 | $288.0K | 0.03% | −229−6.3% | Reduced |
| Parallel Advisors, LLC | 3,407 | $286.8K | 0.01% | −158−4.4% | Reduced |
| HBK Sorce Advisory LLC | 3,406 | $286.6K | 0.01% | +472+16.1% | Added |
| Wealthquest Corp | 3,400 | $286.2K | 0.03% | −9−0.3% | Reduced |
| Zions Bancorporation, N.A. | 3,400 | $286.2K | 0.02% | +93+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,394 | $285.7K | 0.05% | −41−1.2% | Reduced |
| Planning Center, Inc. | 3,393 | $285.6K | 0.07% | −13−0.4% | Reduced |
| Coldstream Capital Management Inc | 3,387 | $285.1K | 0.01% | +270+8.7% | Added |
| Cigna Investments Inc | 3,365 | $283.0K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,348 | $281.8K | 0.05% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,341 | $281.2K | 0.17% | +193+6.1% | Added |
| Summit Asset Management, LLC | 3,335 | $280.7K | 0.07% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,302 | $277.9K | 0.01% | +3,302 | New |
| Axq Capital, LP | 3,300 | $277.8K | 0.07% | +3,300 | New |
| Gladstone Institutional Advisory LLC | 3,275 | $275.6K | 0.02% | +543+19.9% | Added |
| Robertson Stephens Wealth Management, LLC | 3,257 | $274.1K | 0.02% | +206+6.8% | Added |
| Sterling Investment Advisors LLC | 3,250 | $273.6K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 3,250 | $273.6K | 0.03% | +3,250 | New |
| Park National Corp | 3,235 | $272.3K | 0.01% | −600−15.6% | Reduced |
| 1st Source Bank | 3,227 | $271.6K | 0.02% | −1,200−27.1% | Reduced |
| LGT Financial Advisors LLC | 3,222 | $271.2K | 0.33% | 00.0% | Unchanged |
| Keystone Financial Group | 3,211 | $270.3K | 0.05% | +138+4.5% | Added |
| Centennial Wealth Advisory LLC | 3,200 | $269.4K | 0.14% | −73−2.2% | Reduced |
| UniSuper Management Pty Ltd | 3,190 | $268.5K | 0.00% | +790+32.9% | Added |
| Checchi Capital Advisers, LLC | 3,188 | $268.3K | 0.02% | −113−3.4% | Reduced |
| BLB&B Advisors, LLC | 3,156 | $265.6K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,148 | $265.0K | 0.02% | −211−6.3% | Reduced |
| Qsemble Capital Management, LP | 3,122 | $262.8K | 0.07% | −36,378−92.1% | Reduced |
| International Assets Investment Management, LLC | 3,110 | $261.8K | 0.03% | +169+5.7% | Added |
| Umb Bank N A | 3,102 | $261.1K | 0.00% | −152−4.7% | Reduced |
| CRA Financial Services, LLC | 3,057 | $257.3K | 0.06% | +27+0.9% | Added |
| Sandy Spring Bank | 3,047 | $256.5K | 0.01% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,035 | $255.5K | 0.02% | −1,217−28.6% | Reduced |
| V-Square Quantitative Management LLC | 3,023 | $254.4K | 0.06% | +210+7.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,007 | $253.1K | 0.25% | +7+0.2% | Added |
| Bremer Bank National Association | 2,993 | $251.9K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,989 | $251.6K | 0.03% | −242−7.5% | Reduced |
| Boston Private Wealth LLC | 2,981 | $250.9K | 0.01% | +2,981 | New |
| Carlson Capital Management | 2,973 | $250.2K | 0.01% | −38−1.3% | Reduced |
| Boston Financial Mangement LLC | 2,968 | $249.8K | 0.01% | +29+1.0% | Added |
| Evexia Wealth LLC | 3,126 | $249.6K | 0.11% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,939 | $247.4K | 0.02% | +12+0.4% | Added |
| Compass Financial Group, INC | 2,938 | $247.3K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $246.5K | 0.03% | 00.0% | Unchanged |
| HTLF Bank | 2,912 | $245.1K | 0.03% | +2,912 | New |
| Buckingham Strategic Wealth, LLC | 2,904 | $244.4K | 0.00% | +2,904 | New |
| Lodestone Wealth Management LLC | 2,888 | $243.1K | 0.14% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,879 | $242.3K | 0.11% | +2,879 | New |
| Krane Funds Advisors LLC | 2,864 | $241.1K | 0.01% | −3,081−51.8% | Reduced |
| Midland Wealth Advisors LLC | 2,862 | $240.9K | 0.02% | +2,862 | New |
| Bank of Stockton | 2,982 | $238.6K | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $238.2K | 0.11% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,825 | $237.8K | 0.13% | +2,825 | New |
| InterOcean Capital Group, LLC | 2,810 | $236.5K | 0.01% | +2,810 | New |
| Hurlow Wealth Management Group, Inc. | 2,790 | $234.8K | 0.09% | −2−0.1% | Reduced |
| D L Carlson Investment Group Inc | 3,010 | $234.8K | 0.05% | −110−3.5% | Reduced |
| Capital Investment Services of America, Inc. | 2,786 | $234.5K | 0.02% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,772 | $233.3K | 0.17% | +2,772 | New |
| Principle Wealth Partners LLC | 2,770 | $233.2K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,751 | $231.6K | 0.02% | +6+0.2% | Added |
| Capital Asset Advisory Services LLC | 2,739 | $230.5K | 0.01% | −237−8.0% | Reduced |
| Live Oak Private Wealth LLC | 2,730 | $229.8K | 0.04% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,704 | $227.6K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,700 | $227.3K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,700 | $227.3K | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,689 | $226.3K | 0.09% | −355−11.7% | Reduced |
| DFPG Investments, LLC | 2,611 | $226.1K | 0.02% | −32−1.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,683 | $225.8K | 0.03% | −1,253−31.8% | Reduced |
| IFG Advisors, LLC | 2,670 | $224.7K | 0.07% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,667 | $224.5K | 0.02% | −8−0.3% | Reduced |
| Kovack Advisors, Inc. | 2,664 | $224.3K | 0.03% | +2,664 | New |
| MBE Wealth Management, LLC | 2,662 | $224.1K | 0.11% | −22−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $223.8K | 0.06% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,651 | $223.1K | 0.05% | −34−1.3% | Reduced |
| Regal Investment Advisors LLC | 2,649 | $223.0K | 0.02% | +20+0.8% | Added |
| Modern Wealth Management, LLC | 2,642 | $222.4K | 0.03% | +2,642 | New |
| Connectus Wealth, LLC | 2,638 | $222.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 2,633 | $221.7K | 0.18% | +2,633 | New |
| Beacon Investment Advisors LLC | 2,631 | $221.5K | 0.14% | +7+0.3% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $221.2K | 0.02% | 00.0% | Unchanged |
| First Interstate Bank | 2,625 | $220.9K | 0.02% | −354−11.9% | Reduced |
| Clarius Group, LLC | 2,617 | $220.3K | 0.02% | −291−10.0% | Reduced |
| Martingale Asset Management L P | 2,612 | $219.9K | 0.00% | −115,325−97.8% | Reduced |
| LWS Wealth Advisors, Inc. | 2,600 | $219.0K | 0.08% | +2,600 | New |
| Cedrus LLC | 2,584 | $217.5K | 0.13% | +2,584 | New |
| Ipswich Investment Management Co., Inc. | 2,572 | $216.5K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,570 | $216.3K | 0.01% | +2,570 | New |
| Fulton Bank, N.A. | 2,553 | $214.9K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,552 | $214.8K | 0.05% | −382−13.0% | Reduced |
| John G Ullman & Associates Inc | 2,550 | $214.6K | 0.03% | −1,100−30.1% | Reduced |
| Norris Perne & French LLP | 2,542 | $214.0K | 0.02% | 00.0% | Unchanged |