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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.

Q1 2024 vs. Q4 2023

How the institutions holding Wec Energy Group, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of WEC: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,051121,0390
Shares243.5M147.4K245.9M+2.60M (+1.1%)
Value$20.5B$13.1M$20.2B−$279.0M (−1.4%)

12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Wec Energy Group, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to WEC in Q1 2024
InstitutionSharesValue% of portfolio
Susquehanna Fundamental Investments, LLC283,698$23.3M1.09%
Resona Asset Management Co.,Ltd.134,051$11.0M0.07%
NFJ Investment Group, LLC123,860$10.2M0.28%
Boston Trust Walden Corp115,901$9.52M0.07%
Cinctive Capital Management LP103,637$8.51M0.44%
Decade Renewable Partners LP97,711$8.02M4.25%
Franklin, Parlapiano, Turner & Welch, LLC95,253$7.82M2.15%
Keystone Financial Planning, Inc.86,655$7.12M2.31%
Morgan Dempsey Capital Management LLC56,433$4.63M1.48%
Prosperity Consulting Group, LLC52,119$4.28M0.54%
Bright Rock Capital Management, LLC46,000$3.78M0.78%
Entropy Technologies, LP43,248$3.55M0.38%
Mediolanum International Funds Ltd38,748$3.15M0.05%
Point72 Hong Kong Ltd34,880$2.86M0.14%
Aquila Investment Management LLC28,000$2.30M1.96%
Cipher Capital LP23,328$1.92M0.89%
Caption Management, LLC18,000$1.48M0.16%
Man Group plc17,488$1.44M0.00%
apricus wealth, LLC15,075$1.24M0.87%
JT Stratford LLC14,737$1.21M0.24%
SpiderRock Advisors, LLC14,566$1.18M0.04%
Ethic Inc.13,000$1.07M0.03%
Community Financial Services Group, LLC11,238$922.9K0.21%
Machina Capital S.A.S.10,533$865.0K0.46%
Harbour Investment Management LLC10,060$826.1K0.39%
PFG Investments, LLC9,721$798.3K0.05%
Simplicity Wealth,LLC7,731$634.9K0.02%
Lloyd Advisory Services, LLC.7,690$631.6K0.13%
Nebula Research & Development LLC6,660$546.9K0.12%
Scientech Research LLC6,158$505.7K0.27%
Ransom Advisory, Ltd6,018$494.2K0.26%
Kingswood Wealth Advisors, LLC5,933$487.3K0.06%
Triangle Securities Wealth Management5,803$476.5K0.14%
Norden Group LLC5,774$474.2K0.10%
Winton Group Ltd5,646$463.6K0.03%
West Family Investments, Inc.5,010$411.4K0.13%
Dynamic Technology Lab Private Ltd4,977$409.0K0.04%
Bullock Wealth Management Group4,462$363.9K0.24%
Focus Financial Network, Inc.4,469$359.5K0.02%
Ambassador Advisors, LLC4,168$342.2K0.06%
Brass Tax Wealth Management, Inc4,084$335.4K0.17%
Congress Wealth Management LLC3,931$322.8K0.01%
Bryn Mawr Trust Co3,920$321.9K0.01%
WoodTrust Financial Corp3,675$302.0K0.05%
Crewe Advisors LLC3,642$299.1K0.03%
Nixon Peabody Trust Co3,500$287.4K0.03%
Ascension Asset Management LLC3,500$287.4K0.15%
Warren Averett Asset Management, LLC3,488$286.4K0.01%
Credit Capital Investments LLC3,200$262.8K0.32%
Thrive Wealth Management, LLC3,198$262.6K0.05%
Longfellow Investment Management Co LLC2,983$245.0K0.06%
Town & Country Bank & Trust CO dba First Bankers Trust CO2,911$239.1K0.10%
Danske Bank A/S2,759$226.6K0.00%
Buska Wealth Management, LLC2,757$226.4K0.10%
Kohmann Bosshard Financial Services, LLC2,745$225.4K0.03%
Spirepoint Private Client, LLC2,740$225.0K0.03%
Diversify Advisory Services, LLC2,755$224.7K0.01%
Inceptionr LLC2,733$224.4K0.06%
Univest Financial Corp2,731$224.3K0.06%
International Private Wealth Advisors LLC2,683$220.3K0.43%
Liberty Wealth Management LLC2,653$218.0K0.04%
Buckingham Strategic Partners2,638$216.7K0.01%
CWA Asset Management Group, LLC2,474$203.2K0.01%
Virtus ETF Advisers LLC2,180$179.0K0.10%
EntryPoint Capital, LLC1,406$115.5K0.10%
Continuum Advisory, LLC1,341$114.8K0.02%
Centaurus Financial, Inc.1,352$111.0K0.01%
CoreCap Advisors, LLC1,002$82.3K0.00%
Register Financial Advisors LLC979$80.4K0.04%
Future Financial Wealth Managment LLC873$71.7K0.06%
Hilltop National Bank775$63.6K0.02%
Central Pacific Bank - Trust Division741$60.4K0.01%
Catalyst Funds Management Pty Ltd600$49.3K0.01%
Walleye Capital LLC540$44.3K0.00%
Gen-Wealth Partners Inc534$43.9K0.02%
ESL Trust Services, LLC451$37.0K0.01%
TruNorth Capital Management, LLC325$26.7K0.01%
Opal Wealth Advisors, LLC299$24.6K0.01%
Christopher J. Hasenberg, Inc267$21.9K0.01%
Global X Japan Co., Ltd.203$16.7K0.00%
Keener Financial Planning LLC124$11.0K0.01%
Briaud Financial Planning, Inc114$10.0K0.01%
WR Wealth Planners, LLC119$9.77K0.00%
Palisade Asset Management, LLC84$6.90K0.00%
LifeSteps Financial, Inc.82$6.73K0.01%
LRI Investments, LLC78$6.41K0.00%
Pingora Partners LLC65$5.34K0.00%
First Financial Corp57$4.68K0.00%
Global Financial Private Client, LLC38$3.10K0.00%
Redmont Wealth Advisors LLC37$3.04K0.00%
First PREMIER Bank33$3.00K0.00%
Avion Wealth24$2.00K0.00%
SRS Capital Advisors, Inc.13$1.08K0.00%
Creative Financial Designs Inc6$4930.00%
Jamison Private Wealth Management, Inc.5$4110.00%

Sold out (95)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of WEC in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Balyasny Asset Management LLC484,034$40.7M
Brookfield Asset Management Inc.354,825$29.9M
Twinbeech Capital LP152,118$12.8M
Old Mission Capital LLC101,392$8.53M
Hudson Bay Capital Management LP94,148$7.92M
Jefferies Financial Group Inc.87,307$7.35M
Silvercrest Asset Management Group LLC85,233$7.17M
Mn Services Vermogensbeheer B.V.82,800$6.97M
Capital Fund Management S.A.77,436$6.52M
Cetera Advisor Networks LLC70,535$5.94M
Andra AP-fonden63,500$5.34M
Signature Wealth Management Group41,699$3.51M
Quadrature Capital Ltd38,980$3.28M
ING Groep NV38,584$3.25M
Eaton Financial Holdings Company, LLC26,878$2.26M
CTC Alternative Strategies, Ltd.23,629$1.99M
Stevens Capital Management LP19,444$1.64M
Cetera Advisors LLC16,269$1.37M
Meiji Yasuda Life Insurance Co16,130$1.36M
Graham Capital Management, L.P.12,082$1.02M
Trust Point Inc.9,568$805.3K
Cubist Systematic Strategies, LLC9,152$770.3K
SageView Advisory Group, LLC9,123$736.8K
Linden Thomas Advisory Services, LLC8,214$691.4K
Bridgefront Capital, LLC8,150$686.0K
FJ Investments, LLC8,100$681.8K
Fifth Lane Capital, LP7,729$650.5K
Balentine LLC6,518$548.6K
Northcape Wealth Management, LLC5,530$465.5K
Donaldson Capital Management, LLC4,728$398.0K
Douglass Winthrop Advisors, LLC4,601$387.3K
Becker Capital Management Inc4,587$386.1K
Significant Wealth Partners LLC4,357$366.7K
Tudor Investment Corp Et Al4,268$359.2K
Arete Wealth Advisors, LLC4,053$341.2K
Brevan Howard Capital Management LP3,623$304.9K
GTS Securities LLC3,594$302.5K
OneAscent Financial Services LLC3,451$290.0K
Planning Center, Inc.3,393$285.6K
Valeo Financial Advisors, LLC3,302$277.9K
Axq Capital, LP3,300$277.8K
BLB&B Advisors, LLC3,156$265.6K
Qsemble Capital Management, LP3,122$262.8K
Carlson Capital Management2,973$250.2K
Everpar Advisors LLC2,879$242.3K
Midland Wealth Advisors LLC2,862$240.9K
KLR Investment Advisors, LLC2,772$233.3K
Baldwin Investment Management, LLC2,704$227.6K
Clarius Group, LLC2,617$220.3K
Martingale Asset Management L P2,612$219.9K
Cedrus LLC2,584$217.5K
Fidelity D & D Bancorp Inc2,528$212.8K
Pine Valley Investments Ltd Liability Co2,490$209.5K
Argent Trust Co2,486$209.2K
Carnegie Capital Asset Management, LLC2,434$204.9K
Walter & Keenan Financial Consulting Co2,424$204.0K
Perigon Wealth Management, LLC2,390$201.2K
Hilltop Partners LLC2,385$200.7K
Focused Wealth Management, Inc2,035$171.3K
Tradition Wealth Management, LLC1,120$94.0K
Thompson Siegel & Walmsley LLC800$67.0K
Fairfield, Bush & Co.642$54.0K
Granite FO LLC500$42.1K
Glassman Wealth Services469$39.5K
VitalStone Financial, LLC371$31.0K
Bangor Savings Bank356$30.0K
Resurgent Financial Advisors LLC348$29.3K
Ulland Investment Advisors, LLC331$28.0K
American National Bank317$26.7K
Tennessee Valley Asset Management Partners303$25.5K
Studio Investment Management LLC297$25.0K
Webster Bank, N. A.282$23.7K
O'Dell Group, LLC200$16.8K
Wetzel Investment Advisors, Inc.167$14.0K
Greenwood Gearhart Inc137$11.5K
Northwest Financial Advisors134$11.3K
Clear Investment Research, LLC128$10.8K
Baldwin Brothers Inc125$10.5K
Mascoma Wealth Management LLC125$10.5K
Old Point Trust & Financial Services N A120$10.1K
Tortoise Investment Management, LLC110$9.26K
Grove Bank & Trust93$7.83K
Rockbridge Investment Management, LCC69$5.81K
ORG Partners LLC63$5.38K
New Millennium Group LLC62$5.22K
Caitlin John, LLC54$4.54K
LM Advisors LLC40$3.37K
Ables, Iannone, Moore & Associates, Inc.38$3.20K
Arlington Trust Co LLC30$2.52K
Vaughan Nelson Investment Management, L.P.14$1.00K
Logan Capital Management Inc9$758
Turtle Creek Wealth Advisors, LLC9$758
Tfo-TDC, LLC5$421
Financial Synergies Wealth Advisors, Inc.4$376
Evermay Wealth Management LLC4$337

Not filed for Q1 2024 yet (12)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bartlett & Co. LLC85,700$7.20M
Aware Super Pty Ltd as trustee of Aware Super30,304$3.20M
Sawtooth Solutions, LLC7,270$611.9K
Golden State Equity Partners5,272$443.7K
Focus Financial Network Inc4,742$399.1K
Financial Advisors Network, Inc.4,246$357.4K
Wade G W & Inc3,522$296.0K
DFPG Investments, LLC2,611$226.1K
LWS Wealth Advisors, Inc.2,600$219.0K
Strategic Investment Solutions, Inc.1,028$86.5K
Coppell Advisory Solutions LLC85$7.15K
Baystate Wealth Management LLC67$5.69K