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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 494 | $43.5K | 0.00% | −71−12.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $43.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 527 | $43.3K | 0.02% | +148+39.1% | Added |
| Cherry Tree Wealth Management, LLC | 521 | $42.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 518 | $42.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 514 | $42.2K | 0.01% | −34−6.2% | Reduced |
| Loomis Sayles & Co L P | 509 | $42.0K | 0.00% | −125−19.7% | Reduced |
| Perritt Capital Management Inc | 509 | $41.9K | 0.02% | +5+1.0% | Added |
| SOA Wealth Advisors, LLC. | 480 | $39.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $37.7K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 451 | $37.0K | 0.01% | +451 | New |
| Laurel Wealth Advisors LLC | 441 | $36.2K | 0.01% | +15+3.5% | Added |
| Essex Investment Management Co LLC | 430 | $35.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 430 | $35.3K | 0.01% | +302+235.9% | Added |
| Deseret Mutual Benefit Administrators | 425 | $34.9K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $34.3K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 412 | $33.8K | 0.01% | +142+52.6% | Added |
| Ancora Advisors, LLC | 411 | $33.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 410 | $33.6K | 0.01% | +59+16.8% | Added |
| Valley National Advisers Inc | 393 | $32.0K | 0.00% | −25−6.0% | Reduced |
| Sound Income Strategies, LLC | 375 | $30.8K | 0.00% | +43+13.0% | Added |
| Brown Brothers Harriman & Co | 349 | $28.7K | 0.00% | −103−22.8% | Reduced |
| Valued Wealth Advisors LLC | 343 | $28.2K | 0.02% | −3−0.9% | Reduced |
| Trust Co | 338 | $27.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $27.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $26.9K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 327 | $26.9K | 0.01% | −25−7.1% | Reduced |
| Peoples Financial Services Corp. | 326 | $26.8K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 325 | $26.7K | 0.01% | +325 | New |
| Kelly Financial Services LLC | 310 | $25.5K | 0.01% | +1+0.3% | Added |
| Northwest Bank & Trust Co | 300 | $24.8K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 299 | $24.6K | 0.01% | +299 | New |
| Silvant Capital Management LLC | 290 | $23.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 281 | $23.0K | 0.01% | +49+21.1% | Added |
| Atlantic Private Wealth, LLC | 274 | $22.5K | 0.02% | −643−70.1% | Reduced |
| Christopher J. Hasenberg, Inc | 267 | $21.9K | 0.01% | +267 | New |
| Princeton Global Asset Management LLC | 257 | $21.1K | 0.01% | +1+0.4% | Added |
| Arrow Financial Corp | 250 | $20.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $20.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $19.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 228 | $18.7K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $18.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 227 | $18.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 220 | $18.1K | 0.01% | −200−47.6% | Reduced |
| Versant Capital Management, Inc | 217 | $17.8K | 0.01% | −16−6.9% | Reduced |
| 1832 Asset Management L.P. | 203 | $16.7K | 0.00% | −488,382−100.0% | Reduced |
| Global X Japan Co., Ltd. | 203 | $16.7K | 0.00% | +203 | New |
| Cornerstone Planning Group LLC | 197 | $16.4K | 0.01% | +28+16.6% | Added |
| Covestor Ltd | 191 | $16.0K | 0.01% | −5−2.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 183 | $15.0K | 0.00% | −3−1.6% | Reduced |
| MV Capital Management, Inc. | 168 | $13.8K | 0.00% | −66−28.2% | Reduced |
| First Community Trust NA | 166 | $13.6K | 0.01% | −26−13.5% | Reduced |
| HHM Wealth Advisors, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 153 | $12.6K | 0.00% | −114−42.7% | Reduced |
| Sachetta, LLC | 147 | $12.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 143 | $11.7K | 0.00% | +125+694.4% | Added |
| Keener Financial Planning LLC | 124 | $11.0K | 0.01% | +124 | New |
| Rogco, LP | 126 | $10.3K | 0.00% | −126−50.0% | Reduced |
| Briaud Financial Planning, Inc | 114 | $10.0K | 0.01% | +114 | New |
| CGC Financial Services, LLC | 120 | $9.85K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $9.77K | 0.00% | +119 | New |
| DHJJ Financial Advisors, Ltd. | 112 | $9.20K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $9.12K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 107 | $8.75K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 106 | $8.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $8.71K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 104 | $8.54K | 0.00% | +87+511.8% | Added |
| Eagle Bay Advisors LLC | 100 | $8.25K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $8.21K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $8.21K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.21K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $8.13K | 0.00% | −97−49.5% | Reduced |
| Financial Management Professionals, Inc. | 98 | $8.00K | 0.00% | −111−53.1% | Reduced |
| Northwest Capital Management Inc | 95 | $7.78K | 0.00% | +1+1.1% | Added |
| Naples Money Management LLC | 90 | $7.39K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 87 | $7.14K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 84 | $6.90K | 0.00% | +84 | New |
| Solstein Capital, LLC | 82 | $6.73K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 82 | $6.73K | 0.01% | +82 | New |
| Fortitude Family Office, LLC | 80 | $6.57K | 0.00% | −317−79.8% | Reduced |
| LRI Investments, LLC | 78 | $6.41K | 0.00% | +78 | New |
| Investors Research Corp | 77 | $6.32K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 70 | $5.75K | 0.00% | −20−22.2% | Reduced |
| City Holding Co | 66 | $5.42K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 65 | $5.34K | 0.00% | +65 | New |
| McIlrath & Eck, LLC | 61 | $5.01K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 60 | $4.93K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 58 | $4.76K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 57 | $4.68K | 0.00% | +57 | New |
| Sofos Investments, Inc. | 53 | $4.37K | 0.00% | +50+1,666.7% | Added |
| Sunbelt Securities, Inc. | 51 | $4.19K | 0.00% | −119−70.0% | Reduced |
| Abound Wealth Management | 49 | $4.03K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 53 | $4.00K | 0.00% | −8,051−99.3% | Reduced |
| Carolinas Wealth Consulting LLC | 42 | $3.45K | 0.00% | −15,692−99.7% | Reduced |
| Raffa Wealth Management, LLC | 40 | $3.29K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $3.20K | 0.00% | +8+25.8% | Added |
| Global Financial Private Client, LLC | 38 | $3.10K | 0.00% | +38 | New |