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, Q1 2024
Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2024. 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
- 1,039
- 0 vs. Q4 2023
- Shares held
- 245.9M
- +2.60M (+1.1%) vs. Q4 2023
- Total value
- $20.2B
- −$279.0M (−1.4%) vs. Q4 2023
- New holders
- 95
- 366 more added
- Sold out
- 95
- 377 more reduced
12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 2 | $164 | 0.00% | −1,000−99.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $328 | 0.00% | −53−93.0% | Reduced |
| ClariVest Asset Management LLC | 5 | $406 | 0.00% | −14−73.7% | Reduced |
| Quest Partners LLC | 5 | $411 | 0.00% | −3,626−99.9% | Reduced |
| NVWM, LLC | 5 | $411 | 0.00% | −95−95.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $411 | 0.00% | −10−66.7% | Reduced |
| WestEnd Advisors, LLC | 5 | $411 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $411 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 6 | $493 | 0.00% | +1+20.0% | Added |
| Creative Financial Designs Inc | 6 | $493 | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $575 | 0.00% | +3+75.0% | Added |
| PSI Advisors, LLC | 8 | $657 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $821 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 13 | $1.07K | 0.00% | −430−97.1% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $1.08K | 0.00% | +13 | New |
| Nemes Rush Group LLC | 14 | $1.15K | 0.00% | −2−12.5% | Reduced |
| Aspect Partners, LLC | 15 | $1.23K | 0.00% | +6+66.7% | Added |
| Federation des caisses Desjardins du Quebec | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 19 | $1.56K | 0.00% | +9+90.0% | Added |
| CVA Family Office, LLC | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.64K | 0.00% | −289−93.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.64K | 0.00% | +2+11.1% | Added |
| VisionPoint Advisory Group, LLC | 22 | $1.81K | 0.00% | −4−15.4% | Reduced |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | −1,435−98.2% | Reduced |
| Avion Wealth | 24 | $2.00K | 0.00% | +24 | New |
| Dunhill Financial, LLC | 25 | $2.03K | 0.00% | +4+19.0% | Added |
| Bell Investment Advisors, Inc | 26 | $2.14K | 0.00% | +13+100.0% | Added |
| Retirement Group, LLC | 27 | $2.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $2.24K | 0.00% | −180−87.0% | Reduced |
| Trifecta Capital Advisors, LLC | 34 | $2.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.79K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 33 | $3.00K | 0.00% | +33 | New |
| Tucker Asset Management LLC | 37 | $3.04K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 37 | $3.04K | 0.00% | +37 | New |
| Global Financial Private Client, LLC | 38 | $3.10K | 0.00% | +38 | New |
| Harbor Investment Advisory, LLC | 39 | $3.20K | 0.00% | +8+25.8% | Added |
| Raffa Wealth Management, LLC | 40 | $3.29K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 42 | $3.45K | 0.00% | −15,692−99.7% | Reduced |
| Lazard Asset Management LLC | 53 | $4.00K | 0.00% | −8,051−99.3% | Reduced |
| Abound Wealth Management | 49 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 51 | $4.19K | 0.00% | −119−70.0% | Reduced |
| Sofos Investments, Inc. | 53 | $4.37K | 0.00% | +50+1,666.7% | Added |
| First Financial Corp | 57 | $4.68K | 0.00% | +57 | New |
| Voisard Asset Management Group, Inc. | 58 | $4.76K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 60 | $4.93K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.01K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 65 | $5.34K | 0.00% | +65 | New |
| City Holding Co | 66 | $5.42K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 70 | $5.75K | 0.00% | −20−22.2% | Reduced |
| Investors Research Corp | 77 | $6.32K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $6.41K | 0.00% | +78 | New |
| Fortitude Family Office, LLC | 80 | $6.57K | 0.00% | −317−79.8% | Reduced |
| Solstein Capital, LLC | 82 | $6.73K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 82 | $6.73K | 0.01% | +82 | New |
| Palisade Asset Management, LLC | 84 | $6.90K | 0.00% | +84 | New |
| MCF Advisors LLC | 87 | $7.14K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 90 | $7.39K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 95 | $7.78K | 0.00% | +1+1.1% | Added |
| Financial Management Professionals, Inc. | 98 | $8.00K | 0.00% | −111−53.1% | Reduced |
| JFS Wealth Advisors, LLC | 99 | $8.13K | 0.00% | −97−49.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $8.21K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $8.21K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.21K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $8.25K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 104 | $8.54K | 0.00% | +87+511.8% | Added |
| Cullen/Frost Bankers, Inc. | 106 | $8.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $8.71K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 107 | $8.75K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $9.12K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 112 | $9.20K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $9.77K | 0.00% | +119 | New |
| CGC Financial Services, LLC | 120 | $9.85K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 114 | $10.0K | 0.01% | +114 | New |
| Rogco, LP | 126 | $10.3K | 0.00% | −126−50.0% | Reduced |
| Keener Financial Planning LLC | 124 | $11.0K | 0.01% | +124 | New |
| Salomon & Ludwin, LLC | 143 | $11.7K | 0.00% | +125+694.4% | Added |
| Annapolis Financial Services, LLC | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 147 | $12.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 153 | $12.6K | 0.00% | −114−42.7% | Reduced |
| HHM Wealth Advisors, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 166 | $13.6K | 0.01% | −26−13.5% | Reduced |
| MV Capital Management, Inc. | 168 | $13.8K | 0.00% | −66−28.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 183 | $15.0K | 0.00% | −3−1.6% | Reduced |
| Covestor Ltd | 191 | $16.0K | 0.01% | −5−2.6% | Reduced |
| Cornerstone Planning Group LLC | 197 | $16.4K | 0.01% | +28+16.6% | Added |
| 1832 Asset Management L.P. | 203 | $16.7K | 0.00% | −488,382−100.0% | Reduced |
| Global X Japan Co., Ltd. | 203 | $16.7K | 0.00% | +203 | New |
| Versant Capital Management, Inc | 217 | $17.8K | 0.01% | −16−6.9% | Reduced |
| Atticus Wealth Management, LLC | 220 | $18.1K | 0.01% | −200−47.6% | Reduced |
| Scarborough Advisors, LLC | 227 | $18.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $18.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 228 | $18.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $19.7K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $20.1K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $20.5K | 0.00% | 00.0% | Unchanged |