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 |
|---|---|---|---|---|---|
| First American Bank | 30,909 | $2.54M | 0.19% | +186+0.6% | Added |
| Empowered Funds, LLC | 30,792 | $2.53M | 0.05% | +17,938+139.6% | Added |
| United Capital Management of KS, Inc. | 30,773 | $2.53M | 0.58% | +2,952+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 30,243 | $2.48M | 0.03% | −11,400−27.4% | Reduced |
| TD Private Client Wealth LLC | 30,070 | $2.47M | 0.08% | −1,855−5.8% | Reduced |
| Leavell Investment Management, Inc. | 29,630 | $2.43M | 0.14% | −4,510−13.2% | Reduced |
| Global Trust Asset Management, LLC | 29,428 | $2.42M | 0.99% | 00.0% | Unchanged |
| Brown Advisory Inc | 29,339 | $2.41M | 0.00% | +4,656+18.9% | Added |
| Bokf, NA | 29,379 | $2.40M | 0.04% | +2,149+7.9% | Added |
| Quantinno Capital Management LP | 28,856 | $2.37M | 0.05% | +13,629+89.5% | Added |
| Penobscot Investment Management Company, Inc. | 28,716 | $2.36M | 0.25% | −3,953−12.1% | Reduced |
| Beacon Pointe Advisors, LLC | 28,613 | $2.35M | 0.03% | +5,828+25.6% | Added |
| Lantz Financial LLC | 28,454 | $2.34M | 0.75% | +21,758+324.9% | Added |
| Wellington Management Group LLP | 28,432 | $2.33M | 0.00% | −2,924−9.3% | Reduced |
| Reaves W H & Co Inc | 28,300 | $2.32M | 0.08% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 28,300 | $2.32M | 0.10% | 00.0% | Unchanged |
| Aquila Investment Management LLC | 28,000 | $2.30M | 1.96% | +28,000 | New |
| Meyer Handelman Co | 27,740 | $2.28M | 0.08% | −3,050−9.9% | Reduced |
| Mackenzie Financial Corp | 27,398 | $2.25M | 0.00% | +1,249+4.8% | Added |
| Rothschild Investment LLC | 27,324 | $2.24M | 0.16% | +216+0.8% | Added |
| Harbour Investments, Inc. | 27,201 | $2.23M | 0.08% | −1,515−5.3% | Reduced |
| Oregon Public Employees Retirement Fund | 26,993 | $2.22M | 0.04% | +2,332+9.5% | Added |
| Mercer Global Advisors Inc | 26,842 | $2.20M | 0.01% | +3,368+14.3% | Added |
| Journey Advisory Group, LLC | 26,764 | $2.20M | 0.27% | +107+0.4% | Added |
| Assetmark, Inc | 26,334 | $2.16M | 0.01% | +51+0.2% | Added |
| Captrust Financial Advisors | 26,294 | $2.16M | 0.01% | −10,704−28.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 26,278 | $2.16M | 0.12% | +2,185+9.1% | Added |
| KBC Group NV | 26,155 | $2.15M | 0.01% | +1,191+4.8% | Added |
| Gulf International Bank (UK) Ltd | 26,140 | $2.15M | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 26,000 | $2.14M | 0.07% | +1,100+4.4% | Added |
| Kestra Private Wealth Services, LLC | 25,809 | $2.12M | 0.05% | −858−3.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,798 | $2.12M | 0.02% | −1,316−4.9% | Reduced |
| Mirabella Financial Services LLP | 25,507 | $2.09M | 0.15% | −79,103−75.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,269 | $2.08M | 0.60% | −317−1.2% | Reduced |
| Private Advisor Group, LLC | 25,258 | $2.07M | 0.01% | +8,955+54.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,131 | $2.06M | 0.09% | −23,253−48.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 25,092 | $2.06M | 0.00% | +6,265+33.3% | Added |
| Ameritas Advisory Services, LLC | 24,705 | $2.05M | 0.08% | +6,277+34.1% | Added |
| Pathstone Holdings, LLC | 24,788 | $2.04M | 0.01% | +276+1.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 24,761 | $2.03M | 1.07% | +1,204+5.1% | Added |
| Mesirow Financial Investment Management, Inc. | 24,472 | $2.01M | 0.05% | +2,740+12.6% | Added |
| Broadwater Capital Management LLC | 24,170 | $1.98M | 1.52% | −1,200−4.7% | Reduced |
| Kentucky Retirement Systems | 23,955 | $1.97M | 0.06% | −1,283−5.1% | Reduced |
| HighPoint Advisor Group LLC | 23,093 | $1.96M | 0.14% | −195−0.8% | Reduced |
| Thrivent Financial for Lutherans | 23,800 | $1.96M | 0.00% | −68−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 23,751 | $1.95M | 0.04% | −1,460−5.8% | Reduced |
| Sciencast Management LP | 23,738 | $1.95M | 1.19% | +5,207+28.1% | Added |
| JustInvest LLC | 23,465 | $1.93M | 0.04% | +3,477+17.4% | Added |
| Cipher Capital LP | 23,328 | $1.92M | 0.89% | +23,328 | New |
| Maryland State Retirement & Pension System | 24,095 | $1.90M | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 23,116 | $1.90M | 0.02% | +2,958+14.7% | Added |
| Wealthfront Advisers LLC | 22,948 | $1.88M | 0.01% | +1,296+6.0% | Added |
| M&T Bank Corp | 22,552 | $1.85M | 0.01% | +3,932+21.1% | Added |
| Quantbot Technologies LP | 22,424 | $1.84M | 0.10% | +13,733+158.0% | Added |
| Beverly Hills Private Wealth, LLC | 22,257 | $1.83M | 0.42% | +632+2.9% | Added |
| Prudential PLC | 21,993 | $1.81M | 0.01% | −8,734−28.4% | Reduced |
| Nicolet Bankshares Inc | 21,957 | $1.80M | 0.45% | 00.0% | Unchanged |
| RFG Advisory, LLC | 21,806 | $1.79M | 0.06% | +479+2.2% | Added |
| Oppenheimer & Co Inc | 21,801 | $1.79M | 0.03% | +6,117+39.0% | Added |
| Concurrent Investment Advisors, LLC | 21,787 | $1.79M | 0.07% | +3,074+16.4% | Added |
| KCM Investment Advisors LLC | 21,439 | $1.76M | 0.07% | −2,170−9.2% | Reduced |
| LVW Advisors, LLC | 21,075 | $1.73M | 0.29% | −2,809−11.8% | Reduced |
| Walleye Trading LLC | 21,051 | $1.73M | 0.03% | −24,856−54.1% | Reduced |
| Rodgers Brothers Inc. | 20,629 | $1.69M | 0.23% | +400+2.0% | Added |
| Hartford Investment Management Co | 20,393 | $1.67M | 0.06% | −849−4.0% | Reduced |
| Independent Advisor Alliance | 20,290 | $1.67M | 0.06% | +1,341+7.1% | Added |
| Motley Fool Wealth Management, LLC | 20,172 | $1.66M | 0.09% | −47−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 20,054 | $1.65M | 0.02% | −1,569−7.3% | Reduced |
| Caldwell Trust Co | 19,807 | $1.63M | 0.19% | −2,281−10.3% | Reduced |
| Premier Fund Managers Ltd | 20,000 | $1.62M | 0.06% | −10,000−33.3% | Reduced |
| Belpointe Asset Management LLC | 19,482 | $1.60M | 0.12% | +1,284+7.1% | Added |
| Credit Agricole S A | 19,793 | $1.59M | 0.03% | +10,456+112.0% | Added |
| Parsons Capital Management Inc | 19,220 | $1.58M | 0.11% | −2,669−12.2% | Reduced |
| Pensionmark Financial Group, LLC | 7,916 | $1.55M | 0.22% | −10,540−57.1% | Reduced |
| Ameritas Investment Partners, Inc. | 18,897 | $1.55M | 0.05% | +14,907+373.6% | Added |
| Associated Banc-Corp | 18,788 | $1.54M | 0.05% | −241−1.3% | Reduced |
| Ascent Group, LLC | 18,778 | $1.54M | 0.14% | +794+4.4% | Added |
| Metis Global Partners, LLC | 18,732 | $1.54M | 0.06% | +452+2.5% | Added |
| Securian Asset Management, Inc | 18,527 | $1.52M | 0.04% | −1,362−6.8% | Reduced |
| Kesler, Norman & Wride, LLC | 18,470 | $1.52M | 0.32% | +1,149+6.6% | Added |
| Louisiana State Employees Retirement System | 18,400 | $1.51M | 0.03% | −700−3.7% | Reduced |
| Ellenbecker Investment Group | 18,351 | $1.51M | 0.32% | −845−4.4% | Reduced |
| Vident Advisory, LLC | 18,018 | $1.48M | 0.03% | +13,649+312.4% | Added |
| Caption Management, LLC | 18,000 | $1.48M | 0.16% | +18,000 | New |
| Atlantic Trust, LLC | 17,669 | $1.45M | 0.38% | −1,248−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 17,488 | $1.44M | 0.05% | −3,550−16.9% | Reduced |
| Man Group plc | 17,488 | $1.44M | 0.00% | +17,488 | New |
| Aurora Investment Counsel | 17,399 | $1.43M | 0.82% | −111−0.6% | Reduced |
| BKM Wealth Management, LLC | 17,162 | $1.41M | 0.61% | −2,343−12.0% | Reduced |
| Lockheed Martin Investment Management Co | 16,300 | $1.40M | 0.10% | −2,400−12.8% | Reduced |
| Viking Fund Management LLC | 17,000 | $1.40M | 0.25% | −50,000−74.6% | Reduced |
| Sabal Trust CO | 16,986 | $1.39M | 0.08% | −142−0.8% | Reduced |
| Spirit of America Management Corp | 16,750 | $1.38M | 0.28% | 00.0% | Unchanged |
| CWM, LLC | 16,626 | $1.36M | 0.01% | −1,011−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,597 | $1.36M | 0.00% | −2,096−11.2% | Reduced |
| Wedbush Securities Inc | 16,590 | $1.36M | 0.05% | +2,725+19.7% | Added |
| Twin Capital Management Inc | 16,376 | $1.34M | 0.17% | +81+0.5% | Added |
| Girard Partners Ltd. | 16,349 | $1.34M | 0.13% | +11,551+240.7% | Added |
| New Mexico Educational Retirement Board | 15,853 | $1.30M | 0.05% | −600−3.6% | Reduced |
| Colony Group, LLC | 15,843 | $1.30M | 0.01% | +3,314+26.5% | Added |