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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 257 | $21.1K | 0.01% | +1+0.4% | Added |
| Christopher J. Hasenberg, Inc | 267 | $21.9K | 0.01% | +267 | New |
| Atlantic Private Wealth, LLC | 274 | $22.5K | 0.02% | −643−70.1% | Reduced |
| Asset Dedication, LLC | 276 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 281 | $23.0K | 0.01% | +49+21.1% | Added |
| Silvant Capital Management LLC | 290 | $23.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 299 | $24.6K | 0.01% | +299 | New |
| Northwest Bank & Trust Co | 300 | $24.8K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 310 | $25.5K | 0.01% | +1+0.3% | Added |
| TruNorth Capital Management, LLC | 325 | $26.7K | 0.01% | +325 | New |
| Peoples Financial Services Corp. | 326 | $26.8K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 327 | $26.9K | 0.01% | −25−7.1% | Reduced |
| Pinnacle Financial Partners Inc | 328 | $26.9K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $27.3K | 0.00% | 00.0% | Unchanged |
| Trust Co | 338 | $27.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $28.2K | 0.02% | −3−0.9% | Reduced |
| Brown Brothers Harriman & Co | 349 | $28.7K | 0.00% | −103−22.8% | Reduced |
| Sound Income Strategies, LLC | 375 | $30.8K | 0.00% | +43+13.0% | Added |
| Valley National Advisers Inc | 393 | $32.0K | 0.00% | −25−6.0% | Reduced |
| Colonial Trust Co | 410 | $33.6K | 0.01% | +59+16.8% | Added |
| Ancora Advisors, LLC | 411 | $33.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 412 | $33.8K | 0.01% | +142+52.6% | Added |
| Maryland Capital Advisors Inc. | 418 | $34.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 425 | $34.9K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $35.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 430 | $35.3K | 0.01% | +302+235.9% | Added |
| Laurel Wealth Advisors LLC | 441 | $36.2K | 0.01% | +15+3.5% | Added |
| ESL Trust Services, LLC | 451 | $37.0K | 0.01% | +451 | New |
| Piscataqua Savings Bank | 459 | $37.7K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $39.4K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 509 | $41.9K | 0.02% | +5+1.0% | Added |
| Loomis Sayles & Co L P | 509 | $42.0K | 0.00% | −125−19.7% | Reduced |
| Parkside Financial Bank & Trust | 514 | $42.2K | 0.01% | −34−6.2% | Reduced |
| Salem Investment Counselors Inc | 518 | $42.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $42.8K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $43.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 527 | $43.3K | 0.02% | +148+39.1% | Added |
| TD Waterhouse Canada Inc. | 494 | $43.5K | 0.00% | −71−12.6% | Reduced |
| Gen-Wealth Partners Inc | 534 | $43.9K | 0.02% | +534 | New |
| Barrett & Company, Inc. | 540 | $44.3K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 540 | $44.3K | 0.00% | +540 | New |
| Bruce G. Allen Investments, LLC | 543 | $44.6K | 0.04% | +71+15.0% | Added |
| GW&K Investment Management, LLC | 553 | $45.0K | 0.00% | −2−0.4% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 551 | $45.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 553 | $45.4K | 0.00% | +65+13.3% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $45.4K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 541 | $45.5K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 559 | $45.9K | 0.02% | +94+20.2% | Added |
| CNB Bank | 566 | $46.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 575 | $47.2K | 0.00% | −1,205−67.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 578 | $47.5K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $47.6K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $48.2K | 0.01% | +9+1.6% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $49.3K | 0.02% | −136−18.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $49.3K | 0.01% | +600 | New |
| Hollencrest Capital Management | 612 | $50.3K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 630 | $51.7K | 0.02% | −257−29.0% | Reduced |
| Concord Wealth Partners | 644 | $52.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 641 | $53.0K | 0.03% | +7+1.1% | Added |
| Prestige Wealth Management Group LLC | 648 | $53.2K | 0.01% | −119−15.5% | Reduced |
| Colonial Trust Advisors | 649 | $53.3K | 0.01% | +49+8.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $53.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 654 | $53.7K | 0.00% | +220+50.7% | Added |
| Group One Trading, L.P. | 661 | $54.3K | 0.00% | −1,909−74.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 665 | $54.6K | 0.00% | +500+303.0% | Added |
| First Horizon Advisors, Inc. | 666 | $54.7K | 0.00% | +20+3.1% | Added |
| Avalon Trust Co | 700 | $57.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 718 | $58.0K | 0.01% | −53−6.9% | Reduced |
| Beacon Capital Management, LLC | 729 | $59.9K | 0.01% | −5−0.7% | Reduced |
| Central Pacific Bank - Trust Division | 741 | $60.4K | 0.01% | +741 | New |
| Independence Bank of Kentucky | 756 | $62.1K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 775 | $63.6K | 0.02% | +775 | New |
| Rosenberg Matthew Hamilton | 801 | $65.3K | 0.02% | −25−3.0% | Reduced |
| Oakworth Capital, Inc. | 809 | $66.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 807 | $66.7K | 0.01% | +267+49.4% | Added |
| Capital Advisors, Ltd. LLC | 853 | $70.0K | 0.01% | −82−8.8% | Reduced |
| SYSTM Wealth Solutions LLC | 857 | $70.4K | 0.01% | +6+0.7% | Added |
| Boit C F David | 867 | $71.6K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 873 | $71.7K | 0.06% | +873 | New |
| FSA Wealth Management LLC | 900 | $73.9K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $74.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 953 | $78.3K | 0.01% | +90+10.4% | Added |
| Register Financial Advisors LLC | 979 | $80.4K | 0.04% | +979 | New |
| Pinnacle Bancorp, Inc. | 982 | $80.6K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $82.1K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,002 | $82.3K | 0.00% | +1,002 | New |
| First Personal Financial Services | 1,020 | $83.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,028 | $84.4K | 0.01% | −29−2.7% | Reduced |
| Whittier Trust Co | 1,035 | $85.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,035 | $85.0K | 0.01% | −199−16.1% | Reduced |
| Intelligent Financial Strategies | 1,059 | $86.9K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,048 | $88.2K | 0.00% | −4,201−80.0% | Reduced |
| Union Savings Bank | 1,100 | $90.3K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,119 | $92.0K | 0.01% | −88−7.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,168 | $95.9K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,214 | $99.7K | 0.02% | +17+1.4% | Added |
| St Germain D J Co Inc | 1,254 | $103.0K | 0.01% | −393−23.9% | Reduced |
| Sandy Spring Bank | 1,263 | $103.7K | 0.00% | −1,784−58.5% | Reduced |
| Hexagon Capital Partners LLC | 1,281 | $105.2K | 0.02% | −101−7.3% | Reduced |
| Financial Perspectives, Inc | 1,338 | $109.9K | 0.04% | 00.0% | Unchanged |