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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 37 | $3.04K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 37 | $3.04K | 0.00% | +37 | New |
| Capital Analysts, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 33 | $3.00K | 0.00% | +33 | New |
| Trifecta Capital Advisors, LLC | 34 | $2.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $2.79K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 27 | $2.24K | 0.00% | −180−87.0% | Reduced |
| Retirement Group, LLC | 27 | $2.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $2.14K | 0.00% | +13+100.0% | Added |
| Dunhill Financial, LLC | 25 | $2.03K | 0.00% | +4+19.0% | Added |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | −1,435−98.2% | Reduced |
| Avion Wealth | 24 | $2.00K | 0.00% | +24 | New |
| VisionPoint Advisory Group, LLC | 22 | $1.81K | 0.00% | −4−15.4% | Reduced |
| Raleigh Capital Management Inc. | 20 | $1.64K | 0.00% | −289−93.5% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.64K | 0.00% | +2+11.1% | Added |
| CVA Family Office, LLC | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 19 | $1.56K | 0.00% | +9+90.0% | Added |
| Carmichael Hill & Associates, Inc. | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.23K | 0.00% | +6+66.7% | Added |
| Nemes Rush Group LLC | 14 | $1.15K | 0.00% | −2−12.5% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $1.08K | 0.00% | +13 | New |
| Fairman Group, LLC | 13 | $1.07K | 0.00% | −430−97.1% | Reduced |
| Highline Wealth Partners LLC | 10 | $821 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8 | $657 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $575 | 0.00% | +3+75.0% | Added |
| JJJ Advisors Inc. | 6 | $493 | 0.00% | +1+20.0% | Added |
| Creative Financial Designs Inc | 6 | $493 | 0.00% | +6 | New |
| Quest Partners LLC | 5 | $411 | 0.00% | −3,626−99.9% | Reduced |
| NVWM, LLC | 5 | $411 | 0.00% | −95−95.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $411 | 0.00% | −10−66.7% | Reduced |
| WestEnd Advisors, LLC | 5 | $411 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 5 | $411 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 5 | $406 | 0.00% | −14−73.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $328 | 0.00% | −53−93.0% | Reduced |
| Larson Financial Group LLC | 2 | $164 | 0.00% | −1,000−99.8% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −484,034−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −354,825−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −152,118−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −101,392−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −94,148−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −87,307−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −85,233−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −82,800−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −77,436−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −70,535−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| Signature Wealth Management Group | 0 | $0 | 0.00% | −41,699−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −38,980−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −38,584−100.0% | Sold out |
| Eaton Financial Holdings Company, LLC | 0 | $0 | 0.00% | −26,878−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −23,629−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −19,444−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −16,269−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −16,130−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,082−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −9,568−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,152−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −9,123−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −8,214−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −7,729−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −6,518−100.0% | Sold out |
| Northcape Wealth Management, LLC | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −4,587−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,268−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,053−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,623−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| Planning Center, Inc. | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,122−100.0% | Sold out |
| Carlson Capital Management | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Midland Wealth Advisors LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| KLR Investment Advisors, LLC | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −2,704−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Cedrus LLC | 0 | $0 | 0.00% | −2,584−100.0% | Sold out |
| Fidelity D & D Bancorp Inc | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −2,434−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Hilltop Partners LLC | 0 | $0 | 0.00% | −2,385−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |