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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 11,845 | $972.7K | 0.01% | +896+8.2% | Added |
| Raymond James Trust N.A. | 11,907 | $977.8K | 0.02% | −10,585−47.1% | Reduced |
| Principal Securities, Inc. | 11,929 | $979.6K | 0.03% | +246+2.1% | Added |
| Mattern Wealth Management LLC | 12,028 | $987.7K | 0.24% | −64−0.5% | Reduced |
| FDx Advisors, Inc. | 12,138 | $997.0K | 0.15% | −1,925−13.7% | Reduced |
| Welch & Forbes LLC | 12,219 | $1.00M | 0.01% | −26−0.2% | Reduced |
| Hantz Financial Services, Inc. | 12,294 | $1.01M | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,382 | $1.02M | 0.40% | +971+8.5% | Added |
| Landaas & Co | 12,431 | $1.02M | 0.33% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 12,495 | $1.03M | 0.19% | −2,455−16.4% | Reduced |
| Legacy Private Trust Co. | 12,648 | $1.04M | 0.08% | −1,522−10.7% | Reduced |
| Metropolitan Life Insurance Co | 12,722 | $1.04M | 0.05% | −116−0.9% | Reduced |
| Conning Inc. | 12,914 | $1.06M | 0.03% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 12,960 | $1.06M | 0.19% | −149−1.1% | Reduced |
| Gsa Capital Partners LLP | 12,968 | $1.06M | 0.08% | −14,185−52.2% | Reduced |
| Ethic Inc. | 13,000 | $1.07M | 0.03% | +13,000 | New |
| ICW Investment Advisors LLC | 13,306 | $1.09M | 0.49% | +320+2.5% | Added |
| South Dakota Investment Council | 13,580 | $1.11M | 0.02% | +3,000+28.4% | Added |
| Shell Asset Management Co | 14,310 | $1.12M | 0.05% | +3,484+32.2% | Added |
| NorthRock Partners, LLC | 13,680 | $1.12M | 0.04% | −1,365−9.1% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.13M | 0.25% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 13,892 | $1.14M | 0.04% | −5,290−27.6% | Reduced |
| Simplex Trading, LLC | 13,969 | $1.15M | 0.03% | −22,548−61.7% | Reduced |
| Illinois Municipal Retirement Fund | 14,023 | $1.15M | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 14,229 | $1.17M | 0.02% | +6,861+93.1% | Added |
| Nordea Investment Management AB | 14,400 | $1.18M | 0.00% | −279−1.9% | Reduced |
| SpiderRock Advisors, LLC | 14,566 | $1.18M | 0.04% | +14,566 | New |
| Highview Capital Management LLC | 14,680 | $1.21M | 0.54% | +6,491+79.3% | Added |
| JT Stratford LLC | 14,737 | $1.21M | 0.24% | +14,737 | New |
| Swiss Life Asset Management Ltd | 14,866 | $1.22M | 0.02% | −63,304−81.0% | Reduced |
| apricus wealth, LLC | 15,075 | $1.24M | 0.87% | +15,075 | New |
| Federated Hermes, Inc. | 15,144 | $1.24M | 0.00% | +863+6.0% | Added |
| Fox Hill Wealth Management | 15,164 | $1.25M | 0.84% | +2,393+18.7% | Added |
| UniSuper Management Pty Ltd | 15,296 | $1.26M | 0.01% | +12,106+379.5% | Added |
| Nations Financial Group Inc, | 15,454 | $1.27M | 0.11% | −399−2.5% | Reduced |
| Schmidt P J Investment Management Inc | 15,509 | $1.27M | 0.24% | −1,239−7.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.29M | 0.09% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 15,715 | $1.29M | 0.04% | +115+0.7% | Added |
| Colony Group, LLC | 15,843 | $1.30M | 0.01% | +3,314+26.5% | Added |
| New Mexico Educational Retirement Board | 15,853 | $1.30M | 0.05% | −600−3.6% | Reduced |
| Girard Partners Ltd. | 16,349 | $1.34M | 0.13% | +11,551+240.7% | Added |
| Twin Capital Management Inc | 16,376 | $1.34M | 0.17% | +81+0.5% | Added |
| Wedbush Securities Inc | 16,590 | $1.36M | 0.05% | +2,725+19.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,597 | $1.36M | 0.00% | −2,096−11.2% | Reduced |
| CWM, LLC | 16,626 | $1.36M | 0.01% | −1,011−5.7% | Reduced |
| Spirit of America Management Corp | 16,750 | $1.38M | 0.28% | 00.0% | Unchanged |
| Sabal Trust CO | 16,986 | $1.39M | 0.08% | −142−0.8% | Reduced |
| Viking Fund Management LLC | 17,000 | $1.40M | 0.25% | −50,000−74.6% | Reduced |
| Lockheed Martin Investment Management Co | 16,300 | $1.40M | 0.10% | −2,400−12.8% | Reduced |
| BKM Wealth Management, LLC | 17,162 | $1.41M | 0.61% | −2,343−12.0% | Reduced |
| Aurora Investment Counsel | 17,399 | $1.43M | 0.82% | −111−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 17,488 | $1.44M | 0.05% | −3,550−16.9% | Reduced |
| Man Group plc | 17,488 | $1.44M | 0.00% | +17,488 | New |
| Atlantic Trust, LLC | 17,669 | $1.45M | 0.38% | −1,248−6.6% | Reduced |
| Caption Management, LLC | 18,000 | $1.48M | 0.16% | +18,000 | New |
| Vident Advisory, LLC | 18,018 | $1.48M | 0.03% | +13,649+312.4% | Added |
| Ellenbecker Investment Group | 18,351 | $1.51M | 0.32% | −845−4.4% | Reduced |
| Louisiana State Employees Retirement System | 18,400 | $1.51M | 0.03% | −700−3.7% | Reduced |
| Kesler, Norman & Wride, LLC | 18,470 | $1.52M | 0.32% | +1,149+6.6% | Added |
| Securian Asset Management, Inc | 18,527 | $1.52M | 0.04% | −1,362−6.8% | Reduced |
| Metis Global Partners, LLC | 18,732 | $1.54M | 0.06% | +452+2.5% | Added |
| Ascent Group, LLC | 18,778 | $1.54M | 0.14% | +794+4.4% | Added |
| Associated Banc-Corp | 18,788 | $1.54M | 0.05% | −241−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 18,897 | $1.55M | 0.05% | +14,907+373.6% | Added |
| Pensionmark Financial Group, LLC | 7,916 | $1.55M | 0.22% | −10,540−57.1% | Reduced |
| Parsons Capital Management Inc | 19,220 | $1.58M | 0.11% | −2,669−12.2% | Reduced |
| Credit Agricole S A | 19,793 | $1.59M | 0.03% | +10,456+112.0% | Added |
| Belpointe Asset Management LLC | 19,482 | $1.60M | 0.12% | +1,284+7.1% | Added |
| Premier Fund Managers Ltd | 20,000 | $1.62M | 0.06% | −10,000−33.3% | Reduced |
| Caldwell Trust Co | 19,807 | $1.63M | 0.19% | −2,281−10.3% | Reduced |
| Oppenheimer Asset Management Inc. | 20,054 | $1.65M | 0.02% | −1,569−7.3% | Reduced |
| Motley Fool Wealth Management, LLC | 20,172 | $1.66M | 0.09% | −47−0.2% | Reduced |
| Independent Advisor Alliance | 20,290 | $1.67M | 0.06% | +1,341+7.1% | Added |
| Hartford Investment Management Co | 20,393 | $1.67M | 0.06% | −849−4.0% | Reduced |
| Rodgers Brothers Inc. | 20,629 | $1.69M | 0.23% | +400+2.0% | Added |
| Walleye Trading LLC | 21,051 | $1.73M | 0.03% | −24,856−54.1% | Reduced |
| LVW Advisors, LLC | 21,075 | $1.73M | 0.29% | −2,809−11.8% | Reduced |
| KCM Investment Advisors LLC | 21,439 | $1.76M | 0.07% | −2,170−9.2% | Reduced |
| Concurrent Investment Advisors, LLC | 21,787 | $1.79M | 0.07% | +3,074+16.4% | Added |
| Oppenheimer & Co Inc | 21,801 | $1.79M | 0.03% | +6,117+39.0% | Added |
| RFG Advisory, LLC | 21,806 | $1.79M | 0.06% | +479+2.2% | Added |
| Nicolet Bankshares Inc | 21,957 | $1.80M | 0.45% | 00.0% | Unchanged |
| Prudential PLC | 21,993 | $1.81M | 0.01% | −8,734−28.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 22,257 | $1.83M | 0.42% | +632+2.9% | Added |
| Quantbot Technologies LP | 22,424 | $1.84M | 0.10% | +13,733+158.0% | Added |
| M&T Bank Corp | 22,552 | $1.85M | 0.01% | +3,932+21.1% | Added |
| Wealthfront Advisers LLC | 22,948 | $1.88M | 0.01% | +1,296+6.0% | Added |
| Savant Capital, LLC | 23,116 | $1.90M | 0.02% | +2,958+14.7% | Added |
| Maryland State Retirement & Pension System | 24,095 | $1.90M | 0.04% | 00.0% | Unchanged |
| Cipher Capital LP | 23,328 | $1.92M | 0.89% | +23,328 | New |
| JustInvest LLC | 23,465 | $1.93M | 0.04% | +3,477+17.4% | Added |
| Sciencast Management LP | 23,738 | $1.95M | 1.19% | +5,207+28.1% | Added |
| Crossmark Global Holdings, Inc. | 23,751 | $1.95M | 0.04% | −1,460−5.8% | Reduced |
| Thrivent Financial for Lutherans | 23,800 | $1.96M | 0.00% | −68−0.3% | Reduced |
| HighPoint Advisor Group LLC | 23,093 | $1.96M | 0.14% | −195−0.8% | Reduced |
| Kentucky Retirement Systems | 23,955 | $1.97M | 0.06% | −1,283−5.1% | Reduced |
| Broadwater Capital Management LLC | 24,170 | $1.98M | 1.52% | −1,200−4.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,472 | $2.01M | 0.05% | +2,740+12.6% | Added |
| Mitchell & Pahl Private Wealth, LLC | 24,761 | $2.03M | 1.07% | +1,204+5.1% | Added |
| Pathstone Holdings, LLC | 24,788 | $2.04M | 0.01% | +276+1.1% | Added |