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 |
|---|---|---|---|---|---|
| TSFG, LLC | 2,530 | $213.0K | 0.07% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,530 | $212.9K | 0.02% | −300−10.6% | Reduced |
| Fidelity D & D Bancorp Inc | 2,528 | $212.8K | 0.17% | −438−14.8% | Reduced |
| MJP Associates Inc | 2,518 | $211.9K | 0.06% | −52−2.0% | Reduced |
| Jones Financial Companies LLLP | 2,498 | $210.3K | 0.00% | +23+0.9% | Added |
| Choate Investment Advisors | 2,494 | $209.9K | 0.01% | −370−12.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,490 | $209.5K | 0.02% | −520−17.3% | Reduced |
| Argent Trust Co | 2,486 | $209.2K | 0.01% | +2,486 | New |
| Integris Wealth Management, LLC | 2,477 | $208.5K | 0.06% | +2,477 | New |
| Acadian Asset Management LLC | 2,468 | $207.0K | 0.00% | +1,088+78.8% | Added |
| Carnegie Capital Asset Management, LLC | 2,434 | $204.9K | 0.01% | +2,434 | New |
| Sigma Planning Corp | 2,426 | $204.2K | 0.02% | −3,231−57.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,424 | $204.0K | 0.07% | +2,424 | New |
| Perigon Wealth Management, LLC | 2,390 | $201.2K | 0.01% | +2,390 | New |
| Tompkins Financial Corp | 2,385 | $200.7K | 0.02% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,385 | $200.7K | 0.08% | +2,385 | New |
| Monetary Management Group Inc | 2,350 | $197.8K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,331 | $196.2K | 0.01% | +77+3.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $194.0K | 0.10% | −139−5.7% | Reduced |
| First Command Advisory Services, Inc. | 2,262 | $190.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,202 | $185.3K | 0.05% | −82−3.6% | Reduced |
| Smartleaf Asset Management LLC | 2,191 | $184.1K | 0.05% | +2,191 | New |
| Thompson Investment Management, Inc. | 2,169 | $182.6K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,158 | $182.0K | 0.00% | −369,714−99.4% | Reduced |
| Farther Finance Advisors, LLC | 2,161 | $181.9K | 0.01% | −18−0.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $179.5K | 0.36% | +2,133 | New |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $177.7K | 0.05% | +2,111 | New |
| Tyler-Stone Wealth Management | 2,067 | $174.0K | 0.09% | +72+3.6% | Added |
| Focused Wealth Management, Inc | 2,035 | $171.3K | 0.03% | +19+0.9% | Added |
| Massmutual Trust Co FSB | 2,009 | $169.1K | 0.01% | +361+21.9% | Added |
| Quadrant Capital Group LLC | 1,928 | $162.3K | 0.01% | −1,573−44.9% | Reduced |
| Addison Advisors LLC | 1,926 | $162.1K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 1,780 | $142.4K | 0.00% | −100−5.3% | Reduced |
| Sentry Investment Management LLC | 1,654 | $139.0K | 0.06% | −178−9.7% | Reduced |
| St Germain D J Co Inc | 1,647 | $138.6K | 0.01% | +74+4.7% | Added |
| Bray Capital Advisors | 1,592 | $134.0K | 0.04% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,514 | $127.5K | 0.07% | −58−3.7% | Reduced |
| Clean Yield Group | 1,470 | $123.7K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,457 | $122.6K | 0.03% | +33+2.3% | Added |
| Penserra Capital Management LLC | 1,462 | $122.0K | 0.00% | −307−17.4% | Reduced |
| Hexagon Capital Partners LLC | 1,382 | $116.3K | 0.03% | +64+4.9% | Added |
| Hills Bank & Trust Co | 1,375 | $115.7K | 0.01% | −3−0.2% | Reduced |
| JNBA Financial Advisors | 1,365 | $114.9K | 0.01% | −17−1.2% | Reduced |
| Financial Perspectives, Inc | 1,338 | $112.6K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,234 | $103.9K | 0.01% | −1,182−48.9% | Reduced |
| Quent Capital, LLC | 1,207 | $101.6K | 0.01% | −112−8.5% | Reduced |
| State of Wyoming | 1,197 | $100.8K | 0.02% | +125+11.7% | Added |
| Richardson Financial Services Inc. | 1,177 | $99.1K | 0.09% | +1,177 | New |
| Glass Jacobson Investment Advisors llc | 1,168 | $98.3K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,120 | $94.0K | 0.01% | −36−3.1% | Reduced |
| Union Savings Bank | 1,100 | $92.6K | 0.05% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $89.1K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,057 | $89.0K | 0.02% | +5+0.5% | Added |
| Whittier Trust Co | 1,035 | $87.1K | 0.00% | −52−4.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,028 | $86.5K | 0.02% | −63,075−98.4% | Reduced |
| First Personal Financial Services | 1,020 | $85.9K | 0.02% | −56−5.2% | Reduced |
| Larson Financial Group LLC | 1,002 | $84.3K | 0.01% | +2+0.2% | Added |
| Alta Advisers Ltd | 1,000 | $84.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $82.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 935 | $79.0K | 0.01% | +40+4.5% | Added |
| Atlantic Private Wealth, LLC | 917 | $77.2K | 0.07% | +9+1.0% | Added |
| FSA Wealth Management LLC | 900 | $76.0K | 0.04% | +900 | New |
| First Pacific Financial | 902 | $75.9K | 0.02% | 00.0% | Unchanged |
| Boit C F David | 867 | $75.1K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 887 | $74.7K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 863 | $72.6K | 0.01% | −103−10.7% | Reduced |
| SYSTM Wealth Solutions LLC | 851 | $71.6K | 0.01% | +851 | New |
| Operose Advisors LLC | 832 | $70.0K | 0.03% | +55+7.1% | Added |
| Rosenberg Matthew Hamilton | 826 | $69.5K | 0.02% | +20+2.5% | Added |
| Oakworth Capital, Inc. | 809 | $68.1K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 800 | $67.0K | 0.00% | −30−3.6% | Reduced |
| Rakuten Investment Management, Inc. | 780 | $65.6K | 0.00% | +780 | New |
| Prestige Wealth Management Group LLC | 767 | $64.6K | 0.01% | −635−45.3% | Reduced |
| NBC Securities, Inc. | 771 | $64.0K | 0.01% | −60−7.2% | Reduced |
| Independence Bank of Kentucky | 756 | $63.6K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 736 | $61.9K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 734 | $59.1K | 0.02% | +734 | New |
| Avalon Trust Co | 700 | $58.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $54.7K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 646 | $54.4K | 0.00% | +199+44.5% | Added |
| Concord Wealth Partners | 644 | $54.2K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 642 | $54.0K | 0.03% | +642 | New |
| Strengthening Families & Communities, LLC | 634 | $53.4K | 0.04% | −16−2.5% | Reduced |
| Loomis Sayles & Co L P | 634 | $53.0K | 0.00% | +490+340.3% | Added |
| Hollencrest Capital Management | 612 | $51.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 565 | $50.7K | 0.00% | +43+8.2% | Added |
| Colonial Trust Advisors | 600 | $50.5K | 0.01% | +21+3.6% | Added |
| St. Johns Investment Management Company, LLC | 580 | $48.8K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $48.6K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $48.6K | 0.02% | +457+377.7% | Added |
| CNB Bank | 566 | $47.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 555 | $47.0K | 0.00% | +1+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $46.5K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 551 | $46.4K | 0.02% | −441−44.5% | Reduced |
| Parkside Financial Bank & Trust | 548 | $46.1K | 0.01% | −71−11.5% | Reduced |
| Horizons Wealth Management | 541 | $45.5K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $45.5K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 540 | $45.4K | 0.00% | +308+132.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $44.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $43.9K | 0.01% | −57−9.9% | Reduced |