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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,352 | $111.0K | 0.01% | +1,352 | New |
| JNBA Financial Advisors | 1,365 | $112.1K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $113.0K | 0.00% | −1,088−44.1% | Reduced |
| Continuum Advisory, LLC | 1,341 | $114.8K | 0.02% | +1,341 | New |
| EntryPoint Capital, LLC | 1,406 | $115.5K | 0.10% | +1,406 | New |
| Laffer Tengler Investments | 1,424 | $116.9K | 0.03% | −33−2.3% | Reduced |
| Hills Bank & Trust Co | 1,424 | $116.9K | 0.01% | +49+3.6% | Added |
| Clean Yield Group | 1,470 | $120.7K | 0.05% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,514 | $124.3K | 0.07% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,537 | $126.2K | 0.09% | +360+30.6% | Added |
| Headlands Technologies LLC | 1,547 | $127.0K | 0.03% | −1,961−55.9% | Reduced |
| Bray Capital Advisors | 1,592 | $130.7K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,654 | $136.0K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,755 | $144.1K | 0.00% | −2,224−55.9% | Reduced |
| Quadrant Capital Group LLC | 1,912 | $157.0K | 0.01% | −16−0.8% | Reduced |
| Addison Advisors LLC | 1,926 | $158.2K | 0.05% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,995 | $163.8K | 0.07% | −72−3.5% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $173.4K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $175.2K | 0.34% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,162 | $177.6K | 0.05% | −26,157−92.4% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $178.1K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,170 | $178.2K | 0.00% | −328−13.1% | Reduced |
| Virtus ETF Advisers LLC | 2,180 | $179.0K | 0.10% | +2,180 | New |
| Perkins Coie Trust Co | 2,202 | $180.8K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,273 | $186.7K | 0.06% | +1,441+173.2% | Added |
| TCTC Holdings, LLC | 2,331 | $191.4K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $193.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,374 | $195.0K | 0.08% | +74+3.2% | Added |
| John G Ullman & Associates Inc | 2,450 | $201.2K | 0.03% | −100−3.9% | Reduced |
| CWA Asset Management Group, LLC | 2,474 | $203.2K | 0.01% | +2,474 | New |
| Massmutual Trust Co FSB | 2,477 | $203.4K | 0.01% | +468+23.3% | Added |
| Integris Wealth Management, LLC | 2,477 | $203.4K | 0.06% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,480 | $203.7K | 0.10% | −345−12.2% | Reduced |
| Duncker Streett & Co Inc | 2,482 | $203.8K | 0.04% | −169−6.4% | Reduced |
| Smartleaf Asset Management LLC | 2,543 | $206.4K | 0.04% | +352+16.1% | Added |
| Nomura Holdings Inc | 2,519 | $206.9K | 0.00% | −3,839−60.4% | Reduced |
| First Interstate Bank | 2,525 | $207.4K | 0.01% | −100−3.8% | Reduced |
| TSFG, LLC | 2,530 | $208.0K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $208.7K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,545 | $209.0K | 0.01% | +51+2.0% | Added |
| Ipswich Investment Management Co., Inc. | 2,572 | $211.2K | 0.05% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,590 | $212.7K | 0.07% | −99−3.7% | Reduced |
| Regal Investment Advisors LLC | 2,599 | $213.4K | 0.01% | −50−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $215.8K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,635 | $216.4K | 0.01% | −640−19.5% | Reduced |
| Buckingham Strategic Partners | 2,638 | $216.7K | 0.01% | +2,638 | New |
| Spectrum Investment Advisors, Inc. | 2,651 | $217.7K | 0.16% | +18+0.7% | Added |
| Liberty Wealth Management LLC | 2,653 | $218.0K | 0.04% | +2,653 | New |
| Connectus Wealth, LLC | 2,655 | $218.0K | 0.01% | +17+0.6% | Added |
| Chesapeake Asset Management LLC | 2,657 | $218.2K | 0.22% | −1,642−38.2% | Reduced |
| MBE Wealth Management, LLC | 2,662 | $218.6K | 0.13% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,728 | $219.0K | 0.01% | −11−0.4% | Reduced |
| IFG Advisors, LLC | 2,670 | $219.3K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 2,674 | $219.6K | 0.05% | −2,443−47.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,674 | $219.6K | 0.01% | +7+0.3% | Added |
| Kovack Advisors, Inc. | 2,682 | $220.3K | 0.03% | +18+0.7% | Added |
| International Private Wealth Advisors LLC | 2,683 | $220.3K | 0.43% | +2,683 | New |
| Live Oak Private Wealth LLC | 2,692 | $221.1K | 0.04% | −38−1.4% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $221.7K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,700 | $221.7K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,705 | $222.1K | 0.13% | +74+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 2,722 | $223.5K | 0.00% | −121,562−97.8% | Reduced |
| Main Street Financial Solutions, LLC | 2,723 | $223.6K | 0.02% | +40+1.5% | Added |
| Axxcess Wealth Management, LLC | 2,727 | $223.9K | 0.01% | −2,437−47.2% | Reduced |
| Modern Wealth Management, LLC | 2,729 | $224.1K | 0.02% | +87+3.3% | Added |
| Univest Financial Corp | 2,731 | $224.3K | 0.06% | +2,731 | New |
| Inceptionr LLC | 2,733 | $224.4K | 0.06% | +2,733 | New |
| Diversify Advisory Services, LLC | 2,755 | $224.7K | 0.01% | +2,755 | New |
| Spirepoint Private Client, LLC | 2,740 | $225.0K | 0.03% | +2,740 | New |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $225.4K | 0.03% | +2,745 | New |
| Ci Investments Inc. | 2,756 | $226.0K | 0.00% | +598+27.7% | Added |
| Buska Wealth Management, LLC | 2,757 | $226.4K | 0.10% | +2,757 | New |
| Providence Wealth Advisors, LLC | 2,762 | $226.6K | 0.19% | −11,819−81.1% | Reduced |
| Danske Bank A/S | 2,759 | $226.6K | 0.00% | +2,759 | New |
| Boston Financial Mangement LLC | 2,759 | $226.6K | 0.01% | −209−7.0% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $227.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,779 | $228.2K | 0.01% | +2,641+1,913.8% | Added |
| Western Wealth Management, LLC | 2,785 | $228.7K | 0.02% | +34+1.2% | Added |
| Capital Investment Services of America, Inc. | 2,786 | $228.8K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,790 | $229.1K | 0.08% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,818 | $231.4K | 0.01% | −163−5.5% | Reduced |
| MTM Investment Management, LLC | 2,830 | $232.4K | 0.10% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,840 | $233.2K | 0.00% | −3,008−51.4% | Reduced |
| InterOcean Capital Group, LLC | 2,850 | $234.0K | 0.01% | +40+1.4% | Added |
| Lodestone Wealth Management LLC | 2,888 | $237.2K | 0.13% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,911 | $239.1K | 0.10% | +2,911 | New |
| Buckingham Strategic Wealth, LLC | 2,911 | $239.1K | 0.00% | +7+0.2% | Added |
| HTLF Bank | 2,912 | $239.1K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,919 | $239.8K | 0.24% | −88−2.9% | Reduced |
| Syon Capital LLC | 2,929 | $240.5K | 0.02% | −321−9.9% | Reduced |
| Isthmus Partners, LLC | 2,929 | $240.5K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,938 | $241.2K | 0.01% | −449−13.3% | Reduced |
| Compass Financial Group, INC | 2,938 | $241.3K | 0.06% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,953 | $242.5K | 0.01% | −575−16.3% | Reduced |
| Blue Chip Partners, Inc. | 2,973 | $244.1K | 0.02% | −16−0.5% | Reduced |
| Fulton Bank, N.A. | 2,982 | $244.9K | 0.01% | +429+16.8% | Added |
| Bank of Stockton | 2,982 | $244.9K | 0.08% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,983 | $245.0K | 0.06% | +2,983 | New |
| D L Carlson Investment Group Inc | 3,004 | $246.7K | 0.05% | −6−0.2% | Reduced |
| Evexia Wealth LLC | 3,126 | $246.9K | 0.10% | 00.0% | Unchanged |