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 |
|---|---|---|---|---|---|
| Blair William & Co | 45,339 | $3.72M | 0.01% | +347+0.8% | Added |
| Bright Rock Capital Management, LLC | 46,000 | $3.78M | 0.78% | +46,000 | New |
| Bank of Nova Scotia | 46,025 | $3.78M | 0.01% | −61,303−57.1% | Reduced |
| Kingsview Wealth Management, LLC | 46,210 | $3.79M | 0.10% | −479−1.0% | Reduced |
| Atria Investments LLC | 46,516 | $3.82M | 0.05% | −530−1.1% | Reduced |
| Rockefeller Capital Management L.P. | 46,557 | $3.82M | 0.01% | −21,615−31.7% | Reduced |
| Advisory Services Network, LLC | 47,431 | $3.90M | 0.09% | +9,870+26.3% | Added |
| GWM Advisors LLC | 48,298 | $3.97M | 0.03% | +3,402+7.6% | Added |
| Great Lakes Advisors, LLC | 49,724 | $4.08M | 0.03% | +2,625+5.6% | Added |
| Opus Investment Management Inc | 50,000 | $4.11M | 2.68% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.11M | 0.39% | 00.0% | Unchanged |
| Cerity Partners LLC | 50,372 | $4.14M | 0.01% | +19,621+63.8% | Added |
| Jump Financial, LLC | 50,412 | $4.14M | 0.11% | −34,688−40.8% | Reduced |
| Yousif Capital Management, LLC | 50,808 | $4.17M | 0.05% | −1,505−2.9% | Reduced |
| Albion Financial Group | 51,679 | $4.24M | 0.33% | +1,087+2.1% | Added |
| Prosperity Consulting Group, LLC | 52,119 | $4.28M | 0.54% | +52,119 | New |
| Pacer Advisors, Inc. | 52,288 | $4.29M | 0.01% | −6,730−11.4% | Reduced |
| Glenmede Trust Co NA | 52,671 | $4.33M | 0.02% | +3,611+7.4% | Added |
| SG Americas Securities, LLC | 53,325 | $4.38M | 0.02% | +39,564+287.5% | Added |
| Intech Investment Management LLC | 54,090 | $4.44M | 0.06% | +41,668+335.4% | Added |
| Utah Retirement Systems | 54,584 | $4.48M | 0.05% | 00.0% | Unchanged |
| Duality Advisers, LP | 54,659 | $4.49M | 0.44% | +22,478+69.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 55,056 | $4.52M | 0.10% | −10,509−16.0% | Reduced |
| Czech National Bank | 55,501 | $4.56M | 0.06% | +255+0.5% | Added |
| Creative Planning | 55,535 | $4.56M | 0.01% | +3,176+6.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 56,233 | $4.62M | 0.02% | +1,905+3.5% | Added |
| Morgan Dempsey Capital Management LLC | 56,433 | $4.63M | 1.48% | +56,433 | New |
| Benjamin Edwards Inc | 57,966 | $4.76M | 0.95% | −368−0.6% | Reduced |
| Old National Bancorp | 58,617 | $4.81M | 0.11% | +8,855+17.8% | Added |
| Janney Montgomery Scott LLC | 59,299 | $4.87M | 0.01% | +1,584+2.7% | Added |
| Westpac Banking Corp | 59,515 | $4.89M | 0.37% | −19,117−24.3% | Reduced |
| Motco | 60,560 | $4.97M | 0.30% | +757+1.3% | Added |
| Panagora Asset Management Inc | 61,971 | $5.09M | 0.03% | +10,360+20.1% | Added |
| Sequoia Financial Advisors, LLC | 62,556 | $5.14M | 0.06% | −2,354−3.6% | Reduced |
| USS Investment Management Ltd | 62,610 | $5.14M | 0.04% | −34,798−35.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,173 | $5.19M | 0.02% | +1,024+1.6% | Added |
| Gotham Asset Management, LLC | 63,573 | $5.22M | 0.08% | +25,105+65.3% | Added |
| Texas Permanent School Fund | 65,203 | $5.35M | 0.04% | +75+0.1% | Added |
| Amalgamated Bank | 65,389 | $5.37M | 0.05% | −10,902−14.3% | Reduced |
| STRS Ohio | 67,000 | $5.50M | 0.02% | −23,201−25.7% | Reduced |
| Retirement Systems of Alabama | 69,621 | $5.72M | 0.02% | +102+0.1% | Added |
| CIBC Asset Management Inc | 70,208 | $5.77M | 0.02% | +1,737+2.5% | Added |
| Northern Oak Wealth Management Inc | 70,689 | $5.80M | 0.69% | +64,977+1,137.6% | Added |
| Kempen Capital Management N.V. | 71,640 | $5.88M | 0.07% | +9,086+14.5% | Added |
| MetLife Investment Management | 73,857 | $6.07M | 0.04% | −2,714−3.5% | Reduced |
| Financial Planning & Information Services, Inc. | 75,121 | $6.17M | 0.93% | +4,589+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 75,389 | $6.19M | 0.07% | +17,558+30.4% | Added |
| Commerce Bank | 77,350 | $6.35M | 0.04% | −816−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 78,115 | $6.41M | 0.11% | +5,353+7.4% | Added |
| Guardian Capital LP | 78,346 | $6.43M | 0.22% | −323−0.4% | Reduced |
| Vestcor Inc | 79,567 | $6.53M | 0.22% | −2,582−3.1% | Reduced |
| Advisors Asset Management, Inc. | 79,784 | $6.55M | 0.13% | −12,788−13.8% | Reduced |
| Azimuth Capital Investment Management LLC | 80,006 | $6.57M | 0.27% | −1,496−1.8% | Reduced |
| Trexquant Investment LP | 80,337 | $6.60M | 0.13% | +52,847+192.2% | Added |
| Cambridge Trust Co | 80,536 | $6.61M | 0.25% | −1,078−1.3% | Reduced |
| Thomas Story & Son LLC | 84,214 | $6.92M | 2.92% | +61,430+269.6% | Added |
| HighTower Advisors, LLC | 85,080 | $6.99M | 0.01% | −3,238−3.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 85,828 | $7.05M | 0.11% | +128+0.1% | Added |
| State of Michigan Retirement System | 86,384 | $7.09M | 0.04% | 00.0% | Unchanged |
| Keystone Financial Planning, Inc. | 86,655 | $7.12M | 2.31% | +86,655 | New |
| TownSquare Capital, LLC | 86,821 | $7.13M | 0.10% | +18,913+27.9% | Added |
| JGP Wealth Management, LLC | 89,470 | $7.35M | 1.07% | +5,551+6.6% | Added |
| Arizona State Retirement System | 90,519 | $7.43M | 0.05% | +1,774+2.0% | Added |
| Truist Financial Corp | 90,760 | $7.45M | 0.01% | −12,694−12.3% | Reduced |
| Mattern Capital Management, LLC | 91,001 | $7.47M | 1.01% | +13,446+17.3% | Added |
| Nomura Asset Management Co Ltd | 93,317 | $7.66M | 0.03% | −67−0.1% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 95,000 | $7.80M | 2.45% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 95,253 | $7.82M | 2.15% | +95,253 | New |
| Cambridge Investment Research Advisors, Inc. | 95,849 | $7.87M | 0.03% | +4,597+5.0% | Added |
| Forsta Ap-Fonden | 96,200 | $7.90M | 0.07% | +9,100+10.4% | Added |
| HFR Wealth Management, LLC | 96,771 | $7.95M | 2.01% | +2,469+2.6% | Added |
| American International Group, Inc. | 97,139 | $7.98M | 0.03% | −730−0.7% | Reduced |
| Decade Renewable Partners LP | 97,711 | $8.02M | 4.25% | +97,711 | New |
| Comerica Bank | 98,183 | $8.06M | 0.03% | +1,093+1.1% | Added |
| Toronto Dominion Bank | 100,461 | $8.25M | 0.01% | −80,366−44.4% | Reduced |
| Voya Investment Management LLC | 101,468 | $8.33M | 0.01% | −3,400−3.2% | Reduced |
| State of Tennessee, Treasury Department | 102,299 | $8.40M | 0.03% | +39,118+61.9% | Added |
| Susquehanna International Group, LLP | 102,877 | $8.45M | 0.01% | −83,335−44.8% | Reduced |
| Cinctive Capital Management LP | 103,637 | $8.51M | 0.44% | +103,637 | New |
| Omers Administration Corp | 104,600 | $8.59M | 0.10% | 00.0% | Unchanged |
| Van Eck Associates Corp | 106,126 | $8.71M | 0.01% | +29,928+39.3% | Added |
| IFM Investors Pty Ltd | 106,687 | $8.76M | 0.10% | +616+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,397 | $8.79M | 0.02% | +38,112+63.2% | Added |
| National Bank of Canada | 104,523 | $8.93M | 0.02% | +20,304+24.1% | Added |
| Hunter Perkins Capital Management, LLC | 109,370 | $8.98M | 1.84% | −5,000−4.4% | Reduced |
| Russell Investments Group, Ltd. | 109,421 | $8.98M | 0.01% | +17,807+19.4% | Added |
| Rockland Trust Co | 111,265 | $9.14M | 0.48% | +104,720+1,600.0% | Added |
| David Loasby | 113,518 | $9.30M | 0.94% | −6,573−5.5% | Reduced |
| Cetera Investment Advisers | 115,116 | $9.45M | 0.02% | +90,062+359.5% | Added |
| Fifth Third Bancorp | 115,565 | $9.49M | 0.04% | +4,515+4.1% | Added |
| Boston Trust Walden Corp | 115,901 | $9.52M | 0.07% | +115,901 | New |
| Dean Investment Associates, LLC | 116,071 | $9.53M | 1.31% | +28,668+32.8% | Added |
| DekaBank Deutsche Girozentrale | 118,479 | $9.55M | 0.02% | −15,072−11.3% | Reduced |
| Public Employees Retirement System of Ohio | 122,773 | $10.1M | 0.04% | −11,522−8.6% | Reduced |
| Ensign Peak Advisors, Inc | 123,683 | $10.2M | 0.02% | −406,254−76.7% | Reduced |
| NFJ Investment Group, LLC | 123,860 | $10.2M | 0.28% | +123,860 | New |
| AE Wealth Management LLC | 124,966 | $10.3M | 0.12% | −14,564−10.4% | Reduced |
| Brookstone Capital Management | 125,219 | $10.3M | 0.18% | +111,134+789.0% | Added |
| Engineers Gate Manager LP | 125,487 | $10.3M | 0.27% | +96,323+330.3% | Added |
| Marshall Wace, LLP | 129,265 | $10.6M | 0.02% | +38,765+42.8% | Added |