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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.

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.

Institutional holdersQ1 2024: 1,039 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ1 2024: $20.2B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Fairfield, Bush & Co.0$00.00%−642−100.0%Sold out
Granite FO LLC0$00.00%−500−100.0%Sold out
Glassman Wealth Services0$00.00%−469−100.0%Sold out
VitalStone Financial, LLC0$00.00%−371−100.0%Sold out
Bangor Savings Bank0$00.00%−356−100.0%Sold out
Resurgent Financial Advisors LLC0$00.00%−348−100.0%Sold out
Ulland Investment Advisors, LLC0$00.00%−331−100.0%Sold out
American National Bank0$00.00%−317−100.0%Sold out
Tennessee Valley Asset Management Partners0$00.00%−303−100.0%Sold out
Studio Investment Management LLC0$00.00%−297−100.0%Sold out
Webster Bank, N. A.0$00.00%−282−100.0%Sold out
O'Dell Group, LLC0$00.00%−200−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−167−100.0%Sold out
Greenwood Gearhart Inc0$00.00%−137−100.0%Sold out
Northwest Financial Advisors0$00.00%−134−100.0%Sold out
Clear Investment Research, LLC0$00.00%−128−100.0%Sold out
Baldwin Brothers Inc0$00.00%−125−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−125−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−120−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−110−100.0%Sold out
Grove Bank & Trust0$00.00%−93−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−69−100.0%Sold out
ORG Partners LLC0$00.00%−63−100.0%Sold out
New Millennium Group LLC0$00.00%−62−100.0%Sold out
Caitlin John, LLC0$00.00%−54−100.0%Sold out
LM Advisors LLC0$00.00%−40−100.0%Sold out
Ables, Iannone, Moore & Associates, Inc.0$00.00%−38−100.0%Sold out
Arlington Trust Co LLC0$00.00%−30−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−14−100.0%Sold out
Logan Capital Management Inc0$00.00%−9−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−9−100.0%Sold out
Tfo-TDC, LLC0$00.00%−5−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−4−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−4−100.0%Sold out
Bartlett & Co. LLC––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Sawtooth Solutions, LLC––––Not filed
Golden State Equity Partners––––Not filed
Focus Financial Network Inc––––Not filed
Financial Advisors Network, Inc.––––Not filed
Wade G W & Inc––––Not filed
DFPG Investments, LLC––––Not filed
LWS Wealth Advisors, Inc.––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Baystate Wealth Management LLC––––Not filed