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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 24,705 | $2.05M | 0.08% | +6,277+34.1% | Added |
| Northwestern Mutual Wealth Management Co | 25,092 | $2.06M | 0.00% | +6,265+33.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,131 | $2.06M | 0.09% | −23,253−48.1% | Reduced |
| Private Advisor Group, LLC | 25,258 | $2.07M | 0.01% | +8,955+54.9% | Added |
| Shakespeare Wealth Management, Inc. | 25,269 | $2.08M | 0.60% | −317−1.2% | Reduced |
| Mirabella Financial Services LLP | 25,507 | $2.09M | 0.15% | −79,103−75.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,798 | $2.12M | 0.02% | −1,316−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 25,809 | $2.12M | 0.05% | −858−3.2% | Reduced |
| Aquatic Capital Management LLC | 26,000 | $2.14M | 0.07% | +1,100+4.4% | Added |
| Gulf International Bank (UK) Ltd | 26,140 | $2.15M | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 26,155 | $2.15M | 0.01% | +1,191+4.8% | Added |
| Ashton Thomas Private Wealth, LLC | 26,278 | $2.16M | 0.12% | +2,185+9.1% | Added |
| Captrust Financial Advisors | 26,294 | $2.16M | 0.01% | −10,704−28.9% | Reduced |
| Assetmark, Inc | 26,334 | $2.16M | 0.01% | +51+0.2% | Added |
| Journey Advisory Group, LLC | 26,764 | $2.20M | 0.27% | +107+0.4% | Added |
| Mercer Global Advisors Inc | 26,842 | $2.20M | 0.01% | +3,368+14.3% | Added |
| Oregon Public Employees Retirement Fund | 26,993 | $2.22M | 0.04% | +2,332+9.5% | Added |
| Harbour Investments, Inc. | 27,201 | $2.23M | 0.08% | −1,515−5.3% | Reduced |
| Rothschild Investment LLC | 27,324 | $2.24M | 0.16% | +216+0.8% | Added |
| Mackenzie Financial Corp | 27,398 | $2.25M | 0.00% | +1,249+4.8% | Added |
| Meyer Handelman Co | 27,740 | $2.28M | 0.08% | −3,050−9.9% | Reduced |
| Aquila Investment Management LLC | 28,000 | $2.30M | 1.96% | +28,000 | New |
| Cornerstone Advisors, LLC | 28,300 | $2.32M | 0.10% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 28,300 | $2.32M | 0.08% | 00.0% | Unchanged |
| Wellington Management Group LLP | 28,432 | $2.33M | 0.00% | −2,924−9.3% | Reduced |
| Lantz Financial LLC | 28,454 | $2.34M | 0.75% | +21,758+324.9% | Added |
| Beacon Pointe Advisors, LLC | 28,613 | $2.35M | 0.03% | +5,828+25.6% | Added |
| Penobscot Investment Management Company, Inc. | 28,716 | $2.36M | 0.25% | −3,953−12.1% | Reduced |
| Quantinno Capital Management LP | 28,856 | $2.37M | 0.05% | +13,629+89.5% | Added |
| Bokf, NA | 29,379 | $2.40M | 0.04% | +2,149+7.9% | Added |
| Brown Advisory Inc | 29,339 | $2.41M | 0.00% | +4,656+18.9% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.42M | 0.99% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 29,630 | $2.43M | 0.14% | −4,510−13.2% | Reduced |
| TD Private Client Wealth LLC | 30,070 | $2.47M | 0.08% | −1,855−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,243 | $2.48M | 0.03% | −11,400−27.4% | Reduced |
| United Capital Management of KS, Inc. | 30,773 | $2.53M | 0.58% | +2,952+10.6% | Added |
| Empowered Funds, LLC | 30,792 | $2.53M | 0.05% | +17,938+139.6% | Added |
| First American Bank | 30,909 | $2.54M | 0.19% | +186+0.6% | Added |
| Cincinnati Casualty Co | 31,000 | $2.55M | 1.39% | 00.0% | Unchanged |
| Regions Financial Corp | 31,214 | $2.56M | 0.02% | +777+2.6% | Added |
| Daiwa Securities Group Inc. | 31,302 | $2.57M | 0.01% | −1,545−4.7% | Reduced |
| Sagefield Capital LP | 31,461 | $2.58M | 0.32% | −43,721−58.2% | Reduced |
| Occudo Quantitative Strategies LP | 31,567 | $2.59M | 0.45% | −36,813−53.8% | Reduced |
| Centiva Capital, LP | 31,637 | $2.60M | 0.15% | +24,559+347.0% | Added |
| CIBC World Markets Corp | 31,662 | $2.60M | 0.02% | −8,939−22.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,112 | $2.64M | 0.14% | −969−2.9% | Reduced |
| Teacher Retirement System of Texas | 32,310 | $2.65M | 0.02% | +1,400+4.5% | Added |
| Somerset Trust Co | 32,343 | $2.66M | 1.08% | +1,109+3.6% | Added |
| Alta Capital Management LLC | 32,565 | $2.67M | 0.17% | +5,659+21.0% | Added |
| Alliance Wealth Advisors, LLC | 32,724 | $2.69M | 0.80% | +9,221+39.2% | Added |
| Cresset Asset Management, LLC | 32,838 | $2.70M | 0.01% | +8,478+34.8% | Added |
| Keybank National Association | 33,517 | $2.75M | 0.01% | +3,723+12.5% | Added |
| Ontario Teachers Pension Plan Board | 33,574 | $2.76M | 0.03% | +19,726+142.4% | Added |
| Synergy Financial Management, LLC | 33,605 | $2.76M | 0.47% | −6,269−15.7% | Reduced |
| Second Half Financial Partners, LLC | 33,972 | $2.79M | 1.24% | +380+1.1% | Added |
| State of Alaska, Department of Revenue | 34,210 | $2.81M | 0.03% | +145+0.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 34,251 | $2.81M | 0.69% | +31,592+1,188.1% | Added |
| Point72 Hong Kong Ltd | 34,880 | $2.86M | 0.14% | +34,880 | New |
| Farmers & Merchants Investments Inc | 35,518 | $2.92M | 0.10% | −1,500−4.1% | Reduced |
| Public Sector Pension Investment Board | 35,805 | $2.94M | 0.02% | −1,194−3.2% | Reduced |
| KLCM Advisors, Inc. | 35,942 | $2.95M | 0.38% | +1,611+4.7% | Added |
| N.E.W. Advisory Services LLC | 36,089 | $2.96M | 0.33% | +30.0% | Added |
| Rafferty Asset Management, LLC | 36,294 | $2.98M | 0.01% | +1,102+3.1% | Added |
| FORA Capital, LLC | 36,334 | $2.98M | 0.25% | +30,403+512.6% | Added |
| Morton Community Bank | 37,350 | $3.07M | 0.88% | +3,775+11.2% | Added |
| Sit Investment Associates Inc | 37,475 | $3.08M | 0.07% | −4,875−11.5% | Reduced |
| British Columbia Investment Management Corp | 37,661 | $3.09M | 0.02% | +1,340+3.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,742 | $3.10M | 0.10% | −547−1.4% | Reduced |
| Meritage Portfolio Management | 37,749 | $3.10M | 0.20% | −2,134−5.4% | Reduced |
| Schroder Investment Management Group | 38,198 | $3.14M | 0.00% | −1,188−3.0% | Reduced |
| Kestra Advisory Services, LLC | 38,241 | $3.14M | 0.02% | +523+1.4% | Added |
| Mediolanum International Funds Ltd | 38,748 | $3.15M | 0.05% | +38,748 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,563 | $3.17M | 0.04% | +3,242+9.2% | Added |
| Edgestream Partners, L.P. | 38,595 | $3.17M | 0.16% | +27,284+241.2% | Added |
| Citadel Advisors LLC | 38,820 | $3.19M | 0.00% | −360,243−90.3% | Reduced |
| Nissay Asset Management Corp | 39,272 | $3.23M | 0.02% | +670+1.7% | Added |
| Avantax Advisory Services, Inc. | 39,497 | $3.24M | 0.03% | +5,733+17.0% | Added |
| Nicholas Company, Inc. | 39,785 | $3.27M | 0.05% | −29,450−42.5% | Reduced |
| Park Avenue Securities LLC | 40,040 | $3.29M | 0.04% | −31−0.1% | Reduced |
| Kowal Investment Group, LLC | 40,045 | $3.29M | 0.71% | −220−0.5% | Reduced |
| Alley Investment Management Company, LLC | 40,078 | $3.29M | 0.45% | +822+2.1% | Added |
| Richard C. Young & CO., LTD. | 40,470 | $3.32M | 0.42% | −2,807−6.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 40,720 | $3.34M | 0.32% | +1,187+3.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 41,101 | $3.38M | 0.19% | −2,507−5.7% | Reduced |
| Natixis | 41,272 | $3.39M | 0.02% | +33,070+403.2% | Added |
| Mutual of America Capital Management LLC | 41,356 | $3.40M | 0.04% | −849−2.0% | Reduced |
| Intact Investment Management Inc. | 41,400 | $3.40M | 0.13% | 00.0% | Unchanged |
| ProShare Advisors LLC | 41,676 | $3.42M | 0.01% | −704−1.7% | Reduced |
| Janus Henderson Group PLC | 41,908 | $3.44M | 0.00% | +50.0% | Added |
| Xponance, Inc. | 42,891 | $3.52M | 0.04% | +2,640+6.6% | Added |
| New York Life Investment Management LLC | 43,040 | $3.53M | 0.04% | −1,649−3.7% | Reduced |
| Options Solutions, LLC | 43,046 | $3.53M | 2.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 43,248 | $3.55M | 0.38% | +43,248 | New |
| Stoneridge Investment Partners LLC | 43,661 | $3.58M | 1.36% | −8,189−15.8% | Reduced |
| Public Employees Retirement Association of Colorado | 43,661 | $3.58M | 0.02% | −2,225−4.8% | Reduced |
| S&CO Inc | 44,237 | $3.63M | 0.26% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 44,728 | $3.67M | 0.44% | +1,414+3.3% | Added |
| Brinker Capital Investments, LLC | 44,749 | $3.67M | 0.04% | +13,504+43.2% | Added |
| Orion Portfolio Solutions, LLC | 44,749 | $3.67M | 0.04% | +13,504+43.2% | Added |
| Agf Management Ltd | 45,199 | $3.71M | 0.02% | −4,294−8.7% | Reduced |