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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 7,142 | $586.5K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 7,149 | $587.1K | 0.13% | +3,207+81.4% | Added |
| Geneos Wealth Management Inc. | 7,183 | $589.9K | 0.03% | +467+7.0% | Added |
| NewEdge Wealth, LLC | 7,126 | $592.1K | 0.01% | +517+7.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,215 | $592.5K | 0.05% | +3,018+71.9% | Added |
| Resources Investment Advisors, LLC. | 7,262 | $596.3K | 0.01% | +894+14.0% | Added |
| Veriti Management LLC | 7,265 | $596.6K | 0.04% | −3,385−31.8% | Reduced |
| Investment House LLC | 7,300 | $599.5K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,316 | $600.8K | 0.04% | −280−3.7% | Reduced |
| My Legacy Advisors, LLC | 7,325 | $601.5K | 0.20% | +3,785+106.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,364 | $604.7K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,422 | $609.4K | 0.00% | −239−3.1% | Reduced |
| Winch Advisory Services, LLC | 7,434 | $610.5K | 0.19% | +76+1.0% | Added |
| Trust Co of Toledo NA | 7,489 | $615.0K | 0.10% | +652+9.5% | Added |
| Ostrum Asset Management | 7,595 | $623.7K | 0.05% | +4,656+158.4% | Added |
| Assenagon Asset Management S.A. | 7,608 | $624.8K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,620 | $625.8K | 0.02% | +366+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 7,679 | $630.6K | 0.03% | +902+13.3% | Added |
| Lloyd Advisory Services, LLC. | 7,690 | $631.6K | 0.13% | +7,690 | New |
| Exchange Traded Concepts, LLC | 7,703 | $632.6K | 0.02% | +809+11.7% | Added |
| Simplicity Wealth,LLC | 7,731 | $634.9K | 0.02% | +7,731 | New |
| Marble Harbor Investment Counsel, LLC | 7,732 | $635.0K | 0.07% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 7,767 | $637.8K | 0.02% | +491+6.7% | Added |
| McDonald Partners LLC | 7,819 | $642.1K | 0.18% | +198+2.6% | Added |
| Beaton Management Co. Inc. | 7,988 | $646.0K | 0.35% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 7,941 | $652.1K | 0.02% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 7,948 | $652.7K | 0.23% | +2,795+54.2% | Added |
| Everence Capital Management Inc | 7,950 | $653.0K | 0.04% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 8,000 | $657.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,034 | $659.8K | 0.02% | −48,192−85.7% | Reduced |
| Resources Management Corp | 8,057 | $662.0K | 0.10% | −195−2.4% | Reduced |
| Alberta Investment Management Corp | 8,100 | $665.2K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $669.4K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,182 | $671.9K | 0.03% | +1,443+21.4% | Added |
| Searle & Co. | 8,200 | $673.4K | 0.17% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,226 | $675.5K | 0.02% | −5−0.1% | Reduced |
| Chicago Trust Co NA | 8,359 | $686.4K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 8,372 | $687.5K | 0.01% | −1,194−12.5% | Reduced |
| Banque Cantonale Vaudoise | 8,380 | $688.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 8,381 | $688.2K | 0.09% | −1,042−11.1% | Reduced |
| Montag A & Associates Inc | 8,414 | $691.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,448 | $693.8K | 0.03% | +462+5.8% | Added |
| Rakuten Investment Management, Inc. | 8,482 | $696.5K | 0.01% | +7,702+987.4% | Added |
| WNY Asset Management, LLC | 8,501 | $698.1K | 0.11% | +5+0.1% | Added |
| Chelsea Counsel Co | 8,672 | $712.1K | 0.40% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,738 | $717.6K | 0.03% | −250−2.8% | Reduced |
| Wealthspire Advisors, LLC | 8,783 | $721.3K | 0.01% | −305−3.4% | Reduced |
| GAMMA Investing LLC | 8,944 | $734.5K | 0.15% | +1,758+24.5% | Added |
| Ronald Blue Trust, Inc. | 8,969 | $736.5K | 0.01% | +1,425+18.9% | Added |
| Valmark Advisers, Inc. | 9,031 | $741.6K | 0.01% | −187−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 9,079 | $745.6K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,115 | $748.5K | 0.13% | +3,730+69.3% | Added |
| Vantage Financial Partners, LLC | 9,289 | $762.8K | 0.21% | +1,604+20.9% | Added |
| Great Valley Advisor Group, Inc. | 9,316 | $764.7K | 0.02% | +1,689+22.1% | Added |
| Fiduciary Trust Co | 9,413 | $773.0K | 0.01% | −295−3.0% | Reduced |
| Romano Brothers and Company | 9,453 | $776.3K | 0.11% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,509 | $780.9K | 0.84% | −132−1.4% | Reduced |
| Independent Financial Group, LLC | 9,543 | $783.7K | 0.04% | −1,517−13.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,574 | $786.2K | 0.01% | +245+2.6% | Added |
| American State Bank (Iowa) | 9,584 | $787.0K | 0.53% | −271−2.7% | Reduced |
| Johnson Investment Counsel Inc | 9,586 | $787.2K | 0.01% | +57+0.6% | Added |
| Prospera Financial Services Inc | 9,625 | $790.5K | 0.02% | −4,003−29.4% | Reduced |
| Van Hulzen Asset Management, LLC | 9,659 | $793.0K | 0.05% | −1,069−10.0% | Reduced |
| Apollon Wealth Management, LLC | 9,705 | $797.0K | 0.03% | +1,427+17.2% | Added |
| PFG Investments, LLC | 9,721 | $798.3K | 0.05% | +9,721 | New |
| Credential Qtrade Securities Inc. | 9,761 | $801.6K | 0.04% | +1,124+13.0% | Added |
| Wolverine Trading, LLC | 9,773 | $802.6K | 0.01% | −1,112−10.2% | Reduced |
| First Command Advisory Services, Inc. | 38,812 | $811.6K | 0.01% | +36,550+1,615.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,010 | $822.0K | 0.02% | +26+0.3% | Added |
| Ballentine Partners, LLC | 10,028 | $823.5K | 0.02% | +3,135+45.5% | Added |
| Harbour Investment Management LLC | 10,060 | $826.1K | 0.39% | +10,060 | New |
| Central Trust Co | 10,115 | $830.6K | 0.02% | −924−8.4% | Reduced |
| United Services Automobile Association | 10,191 | $836.9K | 0.02% | 00.0% | Unchanged |
| Brown Capital Management LLC | 10,324 | $847.8K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 10,383 | $852.7K | 0.16% | +2,255+27.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,410 | $854.9K | 0.06% | −828−7.4% | Reduced |
| TrinityPoint Wealth, LLC | 10,423 | $855.9K | 0.14% | +97+0.9% | Added |
| Hendershot Investments Inc. | 10,446 | $857.8K | 0.12% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,500 | $862.3K | 0.03% | −135−1.3% | Reduced |
| Machina Capital S.A.S. | 10,533 | $865.0K | 0.46% | +10,533 | New |
| Venture Visionary Partners LLC | 10,873 | $892.9K | 0.04% | 00.0% | Unchanged |
| HM Payson & Co | 10,913 | $896.2K | 0.02% | −301−2.7% | Reduced |
| North Star Investment Management Corp. | 10,932 | $897.7K | 0.06% | +9+0.1% | Added |
| Atria Wealth Solutions, Inc. | 11,048 | $907.3K | 0.01% | +687+6.6% | Added |
| Merit Financial Group, LLC | 10,982 | $913.9K | 0.02% | +5,974+119.3% | Added |
| PFW Advisors LLC | 11,176 | $917.8K | 0.28% | −181−1.6% | Reduced |
| Community Financial Services Group, LLC | 11,238 | $922.9K | 0.21% | +11,238 | New |
| Rowland & Co Investment Counsel | 11,305 | $928.4K | 0.20% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 11,316 | $929.3K | 0.01% | +1,106+10.8% | Added |
| HRT Financial LP | 11,389 | $935.0K | 0.01% | −185,047−94.2% | Reduced |
| Empirical Finance, LLC | 11,389 | $935.3K | 0.06% | +384+3.5% | Added |
| QRG Capital Management, Inc. | 11,443 | $939.7K | 0.01% | +3,647+46.8% | Added |
| Tiaa Trust, National Association | 11,512 | $945.4K | 0.00% | −472−3.9% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $954.4K | 0.79% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 11,643 | $956.2K | 0.09% | −839−6.7% | Reduced |
| Trueblood Wealth Management, LLC | 11,671 | $958.4K | 0.55% | +146+1.3% | Added |
| Allworth Financial LP | 11,686 | $959.6K | 0.01% | −2,607−18.2% | Reduced |
| Prairie Sky Financial Group LLC | 11,736 | $963.8K | 0.58% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,771 | $966.6K | 0.04% | −979−7.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 11,548 | $972.0K | 0.37% | −1,359−10.5% | Reduced |