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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 4,669 | $383.4K | 0.01% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 4,682 | $384.5K | 0.00% | −29,605−86.3% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $388.6K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,744 | $389.5K | 0.04% | +3+0.1% | Added |
| Marcum Wealth, LLC | 4,752 | $390.2K | 0.04% | −1,878−28.3% | Reduced |
| Mill Capital Management, LLC | 4,824 | $396.1K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,840 | $397.5K | 0.01% | −6,383−56.9% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,865 | $399.5K | 0.07% | −29−0.6% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $402.4K | 0.28% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,916 | $403.7K | 0.02% | +602+14.0% | Added |
| Aviva PLC | 4,922 | $404.2K | 0.00% | +186+3.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,977 | $409.0K | 0.04% | +4,977 | New |
| Hudock, Inc. | 4,981 | $409.0K | 0.09% | +5+0.1% | Added |
| West Family Investments, Inc. | 5,010 | $411.4K | 0.13% | +5,010 | New |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $413.3K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,036 | $413.6K | 0.01% | −357−6.6% | Reduced |
| Blossom Wealth Management | 5,045 | $414.3K | 1.00% | +545+12.1% | Added |
| Investment Management Corp of Ontario | 5,062 | $415.7K | 0.01% | −2,300−31.2% | Reduced |
| WFA Asset Management Corp | 5,065 | $415.9K | 0.22% | +46+0.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $416.9K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 5,099 | $418.7K | 0.01% | +134+2.7% | Added |
| Ieq Capital, LLC | 5,116 | $420.1K | 0.01% | −887−14.8% | Reduced |
| Wealth Architects, LLC | 5,130 | $421.3K | 0.06% | −18−0.3% | Reduced |
| Petrus Trust Company, LTA | 5,144 | $422.4K | 0.04% | −849−14.2% | Reduced |
| North Star Asset Management Inc | 5,149 | $422.8K | 0.02% | −261−4.8% | Reduced |
| Old Second National Bank of Aurora | 5,174 | $424.9K | 0.11% | +56+1.1% | Added |
| WSFS Capital Management, LLC | 5,199 | $426.9K | 0.02% | +65+1.3% | Added |
| Advisor OS, LLC | 5,213 | $428.1K | 0.05% | +419+8.7% | Added |
| Summit Financial, LLC | 5,223 | $428.9K | 0.03% | −125−2.3% | Reduced |
| Boston Family Office LLC | 5,251 | $431.0K | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,280 | $433.6K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,296 | $434.9K | 0.01% | +49+0.9% | Added |
| Farther Finance Advisors, LLC | 5,372 | $438.1K | 0.03% | +3,211+148.6% | Added |
| PAX Financial Group, LLC | 5,342 | $438.7K | 0.09% | −10−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,370 | $441.0K | 0.01% | +61+1.1% | Added |
| Meeder Advisory Services, Inc. | 5,376 | $441.4K | 0.04% | +634+13.4% | Added |
| CWM Advisors, LLC | 5,412 | $444.4K | 0.05% | +113+2.1% | Added |
| Stratos Wealth Advisors, LLC | 5,426 | $445.7K | 0.03% | −16−0.3% | Reduced |
| Hutner Capital Management Inc | 5,427 | $445.7K | 0.24% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 5,425 | $447.1K | 0.02% | +2,561+89.4% | Added |
| Paradigm Financial Partners, LLC | 5,490 | $450.8K | 0.10% | +10+0.2% | Added |
| Oarsman Capital, Inc. | 5,494 | $451.2K | 0.11% | −482−8.1% | Reduced |
| Capstone Investment Advisors, LLC | 5,538 | $454.8K | 0.01% | +5,310+2,328.9% | Added |
| Highlander Capital Management, LLC | 200 | $456.9K | 0.16% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,591 | $459.1K | 0.01% | +384+7.4% | Added |
| Chicago Capital, LLC | 5,638 | $463.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 5,646 | $463.6K | 0.03% | +5,646 | New |
| Intrua Financial, LLC | 5,664 | $465.1K | 0.07% | −251−4.2% | Reduced |
| Spinnaker Trust | 5,668 | $465.5K | 0.03% | +20+0.4% | Added |
| Dynamic Advisor Solutions LLC | 5,690 | $467.2K | 0.02% | −339−5.6% | Reduced |
| MGB Wealth Management, LLC | 5,714 | $469.2K | 0.19% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,776 | $469.7K | 0.01% | +77+1.4% | Added |
| Alaska Permanent Fund Corp | 5,772 | $474.0K | 0.01% | +38+0.7% | Added |
| Norden Group LLC | 5,774 | $474.2K | 0.10% | +5,774 | New |
| LVZ Advisors, Inc. | 5,778 | $474.5K | 0.06% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 5,803 | $476.5K | 0.14% | +5,803 | New |
| Daymark Wealth Partners, LLC | 5,847 | $480.1K | 0.03% | −102−1.7% | Reduced |
| We Are One Seven, LLC | 5,908 | $485.2K | 0.03% | −1,037−14.9% | Reduced |
| PEAK6 Investments LLC | 5,909 | $485.2K | 0.02% | −24,443−80.5% | Reduced |
| Bradley Foster & Sargent Inc | 5,930 | $487.0K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,933 | $487.3K | 0.06% | +5,933 | New |
| City State Bank | 5,953 | $489.0K | 0.22% | −291−4.7% | Reduced |
| Drake & Associates, LLC | 5,982 | $491.2K | 0.18% | +14+0.2% | Added |
| Bridges Investment Management Inc | 6,000 | $492.7K | 0.02% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 6,018 | $494.2K | 0.26% | +6,018 | New |
| Financial Advocates Investment Management | 6,076 | $498.9K | 0.03% | +187+3.2% | Added |
| Citizens Financial Group Inc | 6,088 | $499.9K | 0.02% | −10−0.2% | Reduced |
| Carret Asset Management, LLC | 6,100 | $500.9K | 0.06% | −1,300−17.6% | Reduced |
| Financial Advisory Partners, LLC | 6,144 | $504.5K | 0.19% | −395−6.0% | Reduced |
| Scientech Research LLC | 6,158 | $505.7K | 0.27% | +6,158 | New |
| SPC Financial, Inc. | 6,250 | $513.3K | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 6,331 | $519.9K | 0.17% | −17−0.3% | Reduced |
| Wetherby Asset Management Inc | 6,356 | $522.0K | 0.02% | −653−9.3% | Reduced |
| AlphaCore Capital LLC | 6,385 | $524.4K | 0.14% | +1,729+37.1% | Added |
| Paragon Private Wealth Management, LLC | 6,410 | $526.4K | 0.31% | +185+3.0% | Added |
| Ti-Trust, Inc | 6,430 | $528.0K | 0.39% | 00.0% | Unchanged |
| Advisors Management Group Inc | 6,447 | $529.0K | 0.13% | −600−8.5% | Reduced |
| Lincoln National Corp | 6,466 | $530.9K | 0.01% | +993+18.1% | Added |
| Peapack Gladstone Financial Corp | 6,499 | $534.0K | 0.01% | +107+1.7% | Added |
| Clearstead Advisors, LLC | 6,299 | $534.7K | 0.03% | +123+2.0% | Added |
| Snowden Capital Advisors LLC | 6,518 | $535.3K | 0.02% | −379−5.5% | Reduced |
| Moors & Cabot, Inc. | 6,518 | $535.3K | 0.03% | −280−4.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,521 | $535.5K | 0.02% | +381+6.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 6,530 | $536.2K | 0.04% | +4,000+158.1% | Added |
| Paloma Partners Management Co | 6,582 | $540.5K | 0.08% | −327−4.7% | Reduced |
| Sigma Planning Corp | 6,658 | $546.8K | 0.02% | +4,232+174.4% | Added |
| Nebula Research & Development LLC | 6,660 | $546.9K | 0.12% | +6,660 | New |
| Vestmark Advisory Solutions, Inc. | 6,702 | $550.4K | 0.02% | +105+1.6% | Added |
| MPS Loria Financial Planners, LLC | 6,704 | $550.6K | 0.18% | +135+2.1% | Added |
| Proequities, Inc. | 6,715 | $551.4K | 0.04% | +580+9.5% | Added |
| National Asset Management, Inc. | 6,876 | $553.8K | 0.01% | +142+2.1% | Added |
| Integrated Advisors Network LLC | 6,823 | $560.3K | 0.03% | +352+5.4% | Added |
| Wesbanco Bank Inc | 6,869 | $564.1K | 0.02% | +134+2.0% | Added |
| TBH Global Asset Management, LLC | 6,954 | $571.1K | 0.11% | +110+1.6% | Added |
| Csenge Advisory Group | 6,982 | $573.4K | 0.03% | +78+1.1% | Added |
| XTX Topco Ltd | 7,011 | $575.7K | 0.08% | +448+6.8% | Added |
| Foundations Investment Advisors, LLC | 7,017 | $576.2K | 0.02% | −1,074−13.3% | Reduced |
| MAI Capital Management | 7,061 | $579.8K | 0.01% | +941+15.4% | Added |
| Stephenson National Bank & Trust | 7,096 | $582.7K | 0.20% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 7,140 | $586.3K | 0.04% | +2,745+62.5% | Added |