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 |
|---|---|---|---|---|---|
| First Heartland Consultants, Inc. | 3,013 | $247.0K | 0.03% | −413−12.1% | Reduced |
| CRA Financial Services, LLC | 3,050 | $250.5K | 0.05% | −7−0.2% | Reduced |
| Bremer Bank National Association | 3,051 | $250.5K | 0.05% | +58+1.9% | Added |
| MJP Associates Inc | 3,070 | $252.1K | 0.05% | +552+21.9% | Added |
| International Assets Investment Management, LLC | 3,102 | $253.0K | 0.03% | −8−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,091 | $253.8K | 0.02% | −97−3.0% | Reduced |
| Phillips Wealth Planners LLC | 3,289 | $255.9K | 0.29% | −1,441−30.5% | Reduced |
| Dividend Assets Capital, LLC | 3,112 | $256.0K | 0.05% | −1,299−29.4% | Reduced |
| Strategy Asset Managers LLC | 3,160 | $259.5K | 0.06% | +608+23.8% | Added |
| GPS Wealth Strategies Group, LLC | 3,176 | $260.8K | 0.04% | −218−6.4% | Reduced |
| Pitcairn Co | 3,179 | $261.1K | 0.02% | +31+1.0% | Added |
| Park Place Capital Corp | 3,189 | $261.9K | 0.09% | −1,789−35.9% | Reduced |
| Thrive Wealth Management, LLC | 3,198 | $262.6K | 0.05% | +3,198 | New |
| Credit Capital Investments LLC | 3,200 | $262.8K | 0.32% | +3,200 | New |
| Umb Bank N A | 3,202 | $262.9K | 0.00% | +100+3.2% | Added |
| Centennial Wealth Advisory LLC | 3,206 | $263.4K | 0.12% | +6+0.2% | Added |
| Keystone Financial Group | 3,212 | $263.8K | 0.04% | +10.0% | Added |
| LGT Financial Advisors LLC | 3,222 | $264.6K | 0.31% | 00.0% | Unchanged |
| 1st Source Bank | 3,227 | $265.0K | 0.02% | 00.0% | Unchanged |
| Park National Corp | 3,245 | $266.5K | 0.01% | +10+0.3% | Added |
| Sterling Investment Advisors LLC | 3,250 | $266.9K | 0.16% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,259 | $267.6K | 0.01% | +2+0.1% | Added |
| Cigna Investments Inc | 3,288 | $270.0K | 0.05% | −77−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 3,299 | $270.9K | 0.02% | −138−4.0% | Reduced |
| Adviser Investments LLC | 3,305 | $271.4K | 0.00% | −169−4.9% | Reduced |
| Zions Bancorporation, N.A. | 3,314 | $272.1K | 0.02% | −86−2.5% | Reduced |
| Summit Asset Management, LLC | 3,335 | $273.9K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,348 | $274.9K | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,355 | $275.5K | 0.19% | −621−15.6% | Reduced |
| First Foundation Advisors | 3,370 | $276.7K | 0.01% | −99−2.9% | Reduced |
| Callan Capital, LLC | 3,396 | $278.9K | 0.02% | +361+11.9% | Added |
| Wealthquest Corp | 3,400 | $279.2K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 3,488 | $286.4K | 0.01% | +3,488 | New |
| Nixon Peabody Trust Co | 3,500 | $287.4K | 0.03% | +3,500 | New |
| Ascension Asset Management LLC | 3,500 | $287.4K | 0.15% | +3,500 | New |
| Glenview Trust Co | 3,572 | $293.3K | 0.01% | −122−3.3% | Reduced |
| Capital Advisors Inc | 3,628 | $297.9K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,631 | $298.2K | 0.02% | −463−11.3% | Reduced |
| Lido Advisors, LLC | 3,631 | $298.2K | 0.00% | −213−5.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,638 | $298.7K | 0.21% | +17+0.5% | Added |
| Crewe Advisors LLC | 3,642 | $299.1K | 0.03% | +3,642 | New |
| Bank of New Hampshire | 3,660 | $300.6K | 0.08% | −210−5.4% | Reduced |
| WoodTrust Financial Corp | 3,675 | $302.0K | 0.05% | +3,675 | New |
| ZWJ Investment Counsel Inc | 3,688 | $302.9K | 0.01% | −750−16.9% | Reduced |
| Stephens Inc | 3,701 | $303.9K | 0.00% | +12+0.3% | Added |
| Brady Family Wealth, LLC | 3,701 | $303.9K | 0.10% | −34−0.9% | Reduced |
| MQS Management LLC | 3,727 | $306.1K | 0.18% | +271+7.8% | Added |
| Ziegler Capital Management, LLC | 3,729 | $306.2K | 0.01% | −510−12.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,744 | $308.0K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 3,767 | $309.3K | 0.00% | −27,427−87.9% | Reduced |
| Fortis Group Advisors, LLC | 3,805 | $312.5K | 0.06% | −3,805−50.0% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $313.4K | 0.10% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,841 | $315.4K | 0.04% | −161−4.0% | Reduced |
| Red Cedar Investment Management, LLC | 3,879 | $318.5K | 0.04% | −10,253−72.6% | Reduced |
| Appleton Partners Inc | 3,887 | $319.0K | 0.02% | −905−18.9% | Reduced |
| Tompkins Financial Corp | 3,885 | $319.0K | 0.04% | +1,500+62.9% | Added |
| Los Angeles Capital Management LLC | 3,913 | $321.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,920 | $321.9K | 0.01% | +3,920 | New |
| Congress Wealth Management LLC | 3,931 | $322.8K | 0.01% | +3,931 | New |
| Sound View Wealth Advisors Group, LLC | 3,941 | $323.6K | 0.03% | −318−7.5% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $324.0K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,992 | $327.8K | 0.01% | −112−2.7% | Reduced |
| Mairs & Power Inc | 4,000 | $328.5K | 0.00% | −209−5.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,002 | $328.6K | 0.01% | +51+1.3% | Added |
| Blue Barn Wealth, LLC | 4,042 | $331.9K | 0.19% | +701+21.0% | Added |
| HBK Sorce Advisory LLC | 4,056 | $333.1K | 0.01% | +650+19.1% | Added |
| Bard Financial Services, Inc. | 4,060 | $333.4K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $334.1K | 0.11% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 4,084 | $335.4K | 0.17% | +4,084 | New |
| Alhambra Investment Partners LLC | 4,085 | $335.5K | 0.18% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,095 | $336.3K | 0.02% | −1,747−29.9% | Reduced |
| Howe & Rusling Inc | 4,105 | $337.1K | 0.03% | +86+2.1% | Added |
| Parallel Advisors, LLC | 4,111 | $337.6K | 0.01% | +704+20.7% | Added |
| Plancorp, LLC | 4,119 | $338.3K | 0.01% | +97+2.4% | Added |
| Ambassador Advisors, LLC | 4,168 | $342.2K | 0.06% | +4,168 | New |
| Haverford Trust Co | 4,174 | $342.8K | 0.00% | +719+20.8% | Added |
| Courier Capital LLC | 4,206 | $345.4K | 0.02% | −1,362−24.5% | Reduced |
| Insight Wealth Strategies, LLC | 4,223 | $346.8K | 0.05% | +33+0.8% | Added |
| EP Wealth Advisors, LLC | 4,232 | $347.5K | 0.00% | +316+8.1% | Added |
| Brandywine Oak Private Wealth LLC | 4,239 | $348.1K | 0.04% | +400+10.4% | Added |
| Equitable Holdings, Inc. | 4,249 | $348.9K | 0.00% | −221−4.9% | Reduced |
| Tarbox Family Office, Inc. | 4,266 | $350.3K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,282 | $351.6K | 0.02% | −8,052−65.3% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $352.5K | 0.20% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,297 | $352.9K | 0.06% | +1,274+42.1% | Added |
| Private Trust Co NA | 4,309 | $353.9K | 0.04% | −59−1.4% | Reduced |
| Greenfield Savings Bank | 4,368 | $358.7K | 0.19% | −335−7.1% | Reduced |
| Focus Financial Network, Inc. | 4,469 | $359.5K | 0.02% | +4,469 | New |
| Rehmann Capital Advisory Group | 4,423 | $363.2K | 0.03% | −1,052−19.2% | Reduced |
| West Michigan Advisors, LLC | 4,431 | $363.9K | 0.12% | −17−0.4% | Reduced |
| Bullock Wealth Management Group | 4,462 | $363.9K | 0.24% | +4,462 | New |
| Advisors Capital Management, LLC | 4,466 | $367.0K | 0.01% | −20.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,488 | $368.6K | 0.07% | +303+7.2% | Added |
| McDonough Capital Management, Inc | 4,500 | $369.5K | 0.29% | −25−0.6% | Reduced |
| Wintrust Investments LLC | 4,541 | $373.0K | 0.03% | +20.0% | Added |
| Eqis Capital Management, Inc. | 4,556 | $374.2K | 0.03% | −206−4.3% | Reduced |
| Smithfield Trust Co | 4,569 | $376.0K | 0.02% | +117+2.6% | Added |
| Moody Lynn & Lieberson, LLC | 4,608 | $378.4K | 0.03% | −295−6.0% | Reduced |
| West Paces Advisors Inc. | 4,634 | $380.5K | 0.10% | −53−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 4,668 | $383.3K | 0.00% | −3,346−41.8% | Reduced |