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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 65,203 | $5.35M | 0.04% | +75+0.1% | Added |
| Gotham Asset Management, LLC | 63,573 | $5.22M | 0.08% | +25,105+65.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,173 | $5.19M | 0.02% | +1,024+1.6% | Added |
| USS Investment Management Ltd | 62,610 | $5.14M | 0.04% | −34,798−35.7% | Reduced |
| Sequoia Financial Advisors, LLC | 62,556 | $5.14M | 0.06% | −2,354−3.6% | Reduced |
| Panagora Asset Management Inc | 61,971 | $5.09M | 0.03% | +10,360+20.1% | Added |
| Motco | 60,560 | $4.97M | 0.30% | +757+1.3% | Added |
| Westpac Banking Corp | 59,515 | $4.89M | 0.37% | −19,117−24.3% | Reduced |
| Janney Montgomery Scott LLC | 59,299 | $4.87M | 0.01% | +1,584+2.7% | Added |
| Old National Bancorp | 58,617 | $4.81M | 0.11% | +8,855+17.8% | Added |
| Benjamin Edwards Inc | 57,966 | $4.76M | 0.95% | −368−0.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 56,433 | $4.63M | 1.48% | +56,433 | New |
| Envestnet Portfolio Solutions, Inc. | 56,233 | $4.62M | 0.02% | +1,905+3.5% | Added |
| Creative Planning | 55,535 | $4.56M | 0.01% | +3,176+6.1% | Added |
| Czech National Bank | 55,501 | $4.56M | 0.06% | +255+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 55,056 | $4.52M | 0.10% | −10,509−16.0% | Reduced |
| Duality Advisers, LP | 54,659 | $4.49M | 0.44% | +22,478+69.8% | Added |
| Utah Retirement Systems | 54,584 | $4.48M | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 54,090 | $4.44M | 0.06% | +41,668+335.4% | Added |
| SG Americas Securities, LLC | 53,325 | $4.38M | 0.02% | +39,564+287.5% | Added |
| Glenmede Trust Co NA | 52,671 | $4.33M | 0.02% | +3,611+7.4% | Added |
| Pacer Advisors, Inc. | 52,288 | $4.29M | 0.01% | −6,730−11.4% | Reduced |
| Prosperity Consulting Group, LLC | 52,119 | $4.28M | 0.54% | +52,119 | New |
| Albion Financial Group | 51,679 | $4.24M | 0.33% | +1,087+2.1% | Added |
| Yousif Capital Management, LLC | 50,808 | $4.17M | 0.05% | −1,505−2.9% | Reduced |
| Jump Financial, LLC | 50,412 | $4.14M | 0.11% | −34,688−40.8% | Reduced |
| Cerity Partners LLC | 50,372 | $4.14M | 0.01% | +19,621+63.8% | 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 |
| Great Lakes Advisors, LLC | 49,724 | $4.08M | 0.03% | +2,625+5.6% | Added |
| GWM Advisors LLC | 48,298 | $3.97M | 0.03% | +3,402+7.6% | Added |
| Advisory Services Network, LLC | 47,431 | $3.90M | 0.09% | +9,870+26.3% | Added |
| Rockefeller Capital Management L.P. | 46,557 | $3.82M | 0.01% | −21,615−31.7% | Reduced |
| Atria Investments LLC | 46,516 | $3.82M | 0.05% | −530−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 46,210 | $3.79M | 0.10% | −479−1.0% | Reduced |
| Bank of Nova Scotia | 46,025 | $3.78M | 0.01% | −61,303−57.1% | Reduced |
| Bright Rock Capital Management, LLC | 46,000 | $3.78M | 0.78% | +46,000 | New |
| Blair William & Co | 45,339 | $3.72M | 0.01% | +347+0.8% | Added |
| Agf Management Ltd | 45,199 | $3.71M | 0.02% | −4,294−8.7% | Reduced |
| 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 |
| Petredis Investment Advisors LLC | 44,728 | $3.67M | 0.44% | +1,414+3.3% | Added |
| S&CO Inc | 44,237 | $3.63M | 0.26% | 00.0% | Unchanged |
| 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 |
| Entropy Technologies, LP | 43,248 | $3.55M | 0.38% | +43,248 | New |
| Options Solutions, LLC | 43,046 | $3.53M | 2.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 43,040 | $3.53M | 0.04% | −1,649−3.7% | Reduced |
| Xponance, Inc. | 42,891 | $3.52M | 0.04% | +2,640+6.6% | Added |
| Janus Henderson Group PLC | 41,908 | $3.44M | 0.00% | +50.0% | Added |
| ProShare Advisors LLC | 41,676 | $3.42M | 0.01% | −704−1.7% | Reduced |
| Intact Investment Management Inc. | 41,400 | $3.40M | 0.13% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 41,356 | $3.40M | 0.04% | −849−2.0% | Reduced |
| Natixis | 41,272 | $3.39M | 0.02% | +33,070+403.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 41,101 | $3.38M | 0.19% | −2,507−5.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 40,720 | $3.34M | 0.32% | +1,187+3.0% | Added |
| Richard C. Young & CO., LTD. | 40,470 | $3.32M | 0.42% | −2,807−6.5% | Reduced |
| Alley Investment Management Company, LLC | 40,078 | $3.29M | 0.45% | +822+2.1% | Added |
| Kowal Investment Group, LLC | 40,045 | $3.29M | 0.71% | −220−0.5% | Reduced |
| Park Avenue Securities LLC | 40,040 | $3.29M | 0.04% | −31−0.1% | Reduced |
| Nicholas Company, Inc. | 39,785 | $3.27M | 0.05% | −29,450−42.5% | Reduced |
| Avantax Advisory Services, Inc. | 39,497 | $3.24M | 0.03% | +5,733+17.0% | Added |
| Nissay Asset Management Corp | 39,272 | $3.23M | 0.02% | +670+1.7% | Added |
| Citadel Advisors LLC | 38,820 | $3.19M | 0.00% | −360,243−90.3% | Reduced |
| Edgestream Partners, L.P. | 38,595 | $3.17M | 0.16% | +27,284+241.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 38,563 | $3.17M | 0.04% | +3,242+9.2% | Added |
| Mediolanum International Funds Ltd | 38,748 | $3.15M | 0.05% | +38,748 | New |
| Kestra Advisory Services, LLC | 38,241 | $3.14M | 0.02% | +523+1.4% | Added |
| Schroder Investment Management Group | 38,198 | $3.14M | 0.00% | −1,188−3.0% | Reduced |
| Meritage Portfolio Management | 37,749 | $3.10M | 0.20% | −2,134−5.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,742 | $3.10M | 0.10% | −547−1.4% | Reduced |
| British Columbia Investment Management Corp | 37,661 | $3.09M | 0.02% | +1,340+3.7% | Added |
| Sit Investment Associates Inc | 37,475 | $3.08M | 0.07% | −4,875−11.5% | Reduced |
| Morton Community Bank | 37,350 | $3.07M | 0.88% | +3,775+11.2% | Added |
| FORA Capital, LLC | 36,334 | $2.98M | 0.25% | +30,403+512.6% | Added |
| Rafferty Asset Management, LLC | 36,294 | $2.98M | 0.01% | +1,102+3.1% | Added |
| N.E.W. Advisory Services LLC | 36,089 | $2.96M | 0.33% | +30.0% | Added |
| KLCM Advisors, Inc. | 35,942 | $2.95M | 0.38% | +1,611+4.7% | Added |
| Public Sector Pension Investment Board | 35,805 | $2.94M | 0.02% | −1,194−3.2% | Reduced |
| Farmers & Merchants Investments Inc | 35,518 | $2.92M | 0.10% | −1,500−4.1% | Reduced |
| Point72 Hong Kong Ltd | 34,880 | $2.86M | 0.14% | +34,880 | New |
| Farmers & Merchants Trust Co of Long Beach | 34,251 | $2.81M | 0.69% | +31,592+1,188.1% | Added |
| State of Alaska, Department of Revenue | 34,210 | $2.81M | 0.03% | +145+0.4% | Added |
| Second Half Financial Partners, LLC | 33,972 | $2.79M | 1.24% | +380+1.1% | Added |
| Synergy Financial Management, LLC | 33,605 | $2.76M | 0.47% | −6,269−15.7% | Reduced |
| Ontario Teachers Pension Plan Board | 33,574 | $2.76M | 0.03% | +19,726+142.4% | Added |
| Keybank National Association | 33,517 | $2.75M | 0.01% | +3,723+12.5% | Added |
| Cresset Asset Management, LLC | 32,838 | $2.70M | 0.01% | +8,478+34.8% | Added |
| Alliance Wealth Advisors, LLC | 32,724 | $2.69M | 0.80% | +9,221+39.2% | Added |
| Alta Capital Management LLC | 32,565 | $2.67M | 0.17% | +5,659+21.0% | Added |
| Somerset Trust Co | 32,343 | $2.66M | 1.08% | +1,109+3.6% | Added |
| Teacher Retirement System of Texas | 32,310 | $2.65M | 0.02% | +1,400+4.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 32,112 | $2.64M | 0.14% | −969−2.9% | Reduced |
| CIBC World Markets Corp | 31,662 | $2.60M | 0.02% | −8,939−22.0% | Reduced |
| Centiva Capital, LP | 31,637 | $2.60M | 0.15% | +24,559+347.0% | Added |
| Occudo Quantitative Strategies LP | 31,567 | $2.59M | 0.45% | −36,813−53.8% | Reduced |
| Sagefield Capital LP | 31,461 | $2.58M | 0.32% | −43,721−58.2% | Reduced |
| Daiwa Securities Group Inc. | 31,302 | $2.57M | 0.01% | −1,545−4.7% | Reduced |
| Regions Financial Corp | 31,214 | $2.56M | 0.02% | +777+2.6% | Added |
| Cincinnati Casualty Co | 31,000 | $2.55M | 1.39% | 00.0% | Unchanged |