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 |
|---|---|---|---|---|---|
| Stock Yards Bank & Trust Co | 15,715 | $1.29M | 0.04% | +115+0.7% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.29M | 0.09% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 15,509 | $1.27M | 0.24% | −1,239−7.4% | Reduced |
| Nations Financial Group Inc, | 15,454 | $1.27M | 0.11% | −399−2.5% | Reduced |
| UniSuper Management Pty Ltd | 15,296 | $1.26M | 0.01% | +12,106+379.5% | Added |
| Fox Hill Wealth Management | 15,164 | $1.25M | 0.84% | +2,393+18.7% | Added |
| Federated Hermes, Inc. | 15,144 | $1.24M | 0.00% | +863+6.0% | Added |
| apricus wealth, LLC | 15,075 | $1.24M | 0.87% | +15,075 | New |
| Swiss Life Asset Management Ltd | 14,866 | $1.22M | 0.02% | −63,304−81.0% | Reduced |
| JT Stratford LLC | 14,737 | $1.21M | 0.24% | +14,737 | New |
| Highview Capital Management LLC | 14,680 | $1.21M | 0.54% | +6,491+79.3% | Added |
| SpiderRock Advisors, LLC | 14,566 | $1.18M | 0.04% | +14,566 | New |
| Nordea Investment Management AB | 14,400 | $1.18M | 0.00% | −279−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,229 | $1.17M | 0.02% | +6,861+93.1% | Added |
| Illinois Municipal Retirement Fund | 14,023 | $1.15M | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13,969 | $1.15M | 0.03% | −22,548−61.7% | Reduced |
| Miller Howard Investments Inc | 13,892 | $1.14M | 0.04% | −5,290−27.6% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.13M | 0.25% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 13,680 | $1.12M | 0.04% | −1,365−9.1% | Reduced |
| Shell Asset Management Co | 14,310 | $1.12M | 0.05% | +3,484+32.2% | Added |
| South Dakota Investment Council | 13,580 | $1.11M | 0.02% | +3,000+28.4% | Added |
| ICW Investment Advisors LLC | 13,306 | $1.09M | 0.49% | +320+2.5% | Added |
| Ethic Inc. | 13,000 | $1.07M | 0.03% | +13,000 | New |
| Gsa Capital Partners LLP | 12,968 | $1.06M | 0.08% | −14,185−52.2% | Reduced |
| Brasada Capital Management, LP | 12,960 | $1.06M | 0.19% | −149−1.1% | Reduced |
| Conning Inc. | 12,914 | $1.06M | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 12,722 | $1.04M | 0.05% | −116−0.9% | Reduced |
| Legacy Private Trust Co. | 12,648 | $1.04M | 0.08% | −1,522−10.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 12,495 | $1.03M | 0.19% | −2,455−16.4% | Reduced |
| Landaas & Co | 12,431 | $1.02M | 0.33% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,382 | $1.02M | 0.40% | +971+8.5% | Added |
| Hantz Financial Services, Inc. | 12,294 | $1.01M | 0.02% | 00.0% | Unchanged |
| Welch & Forbes LLC | 12,219 | $1.00M | 0.01% | −26−0.2% | Reduced |
| FDx Advisors, Inc. | 12,138 | $997.0K | 0.15% | −1,925−13.7% | Reduced |
| Mattern Wealth Management LLC | 12,028 | $987.7K | 0.24% | −64−0.5% | Reduced |
| Principal Securities, Inc. | 11,929 | $979.6K | 0.03% | +246+2.1% | Added |
| Raymond James Trust N.A. | 11,907 | $977.8K | 0.02% | −10,585−47.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,845 | $972.7K | 0.01% | +896+8.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 11,548 | $972.0K | 0.37% | −1,359−10.5% | Reduced |
| Profund Advisors LLC | 11,771 | $966.6K | 0.04% | −979−7.7% | Reduced |
| Prairie Sky Financial Group LLC | 11,736 | $963.8K | 0.58% | 00.0% | Unchanged |
| Allworth Financial LP | 11,686 | $959.6K | 0.01% | −2,607−18.2% | Reduced |
| Trueblood Wealth Management, LLC | 11,671 | $958.4K | 0.55% | +146+1.3% | Added |
| Icon Wealth Advisors, LLC | 11,643 | $956.2K | 0.09% | −839−6.7% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $954.4K | 0.79% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 11,512 | $945.4K | 0.00% | −472−3.9% | Reduced |
| QRG Capital Management, Inc. | 11,443 | $939.7K | 0.01% | +3,647+46.8% | Added |
| Empirical Finance, LLC | 11,389 | $935.3K | 0.06% | +384+3.5% | Added |
| HRT Financial LP | 11,389 | $935.0K | 0.01% | −185,047−94.2% | Reduced |
| D.A. Davidson & Co. | 11,316 | $929.3K | 0.01% | +1,106+10.8% | Added |
| Rowland & Co Investment Counsel | 11,305 | $928.4K | 0.20% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 11,238 | $922.9K | 0.21% | +11,238 | New |
| PFW Advisors LLC | 11,176 | $917.8K | 0.28% | −181−1.6% | Reduced |
| Merit Financial Group, LLC | 10,982 | $913.9K | 0.02% | +5,974+119.3% | Added |
| Atria Wealth Solutions, Inc. | 11,048 | $907.3K | 0.01% | +687+6.6% | Added |
| North Star Investment Management Corp. | 10,932 | $897.7K | 0.06% | +9+0.1% | Added |
| HM Payson & Co | 10,913 | $896.2K | 0.02% | −301−2.7% | Reduced |
| Venture Visionary Partners LLC | 10,873 | $892.9K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 10,533 | $865.0K | 0.46% | +10,533 | New |
| Norinchukin Bank, The | 10,500 | $862.3K | 0.03% | −135−1.3% | Reduced |
| Hendershot Investments Inc. | 10,446 | $857.8K | 0.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,423 | $855.9K | 0.14% | +97+0.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,410 | $854.9K | 0.06% | −828−7.4% | Reduced |
| Portside Wealth Group, LLC | 10,383 | $852.7K | 0.16% | +2,255+27.7% | Added |
| Brown Capital Management LLC | 10,324 | $847.8K | 0.02% | 00.0% | Unchanged |
| United Services Automobile Association | 10,191 | $836.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 10,115 | $830.6K | 0.02% | −924−8.4% | Reduced |
| Harbour Investment Management LLC | 10,060 | $826.1K | 0.39% | +10,060 | New |
| Ballentine Partners, LLC | 10,028 | $823.5K | 0.02% | +3,135+45.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,010 | $822.0K | 0.02% | +26+0.3% | Added |
| First Command Advisory Services, Inc. | 38,812 | $811.6K | 0.01% | +36,550+1,615.8% | Added |
| Wolverine Trading, LLC | 9,773 | $802.6K | 0.01% | −1,112−10.2% | Reduced |
| Credential Qtrade Securities Inc. | 9,761 | $801.6K | 0.04% | +1,124+13.0% | Added |
| PFG Investments, LLC | 9,721 | $798.3K | 0.05% | +9,721 | New |
| Apollon Wealth Management, LLC | 9,705 | $797.0K | 0.03% | +1,427+17.2% | Added |
| Van Hulzen Asset Management, LLC | 9,659 | $793.0K | 0.05% | −1,069−10.0% | Reduced |
| Prospera Financial Services Inc | 9,625 | $790.5K | 0.02% | −4,003−29.4% | Reduced |
| Johnson Investment Counsel Inc | 9,586 | $787.2K | 0.01% | +57+0.6% | Added |
| American State Bank (Iowa) | 9,584 | $787.0K | 0.53% | −271−2.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,574 | $786.2K | 0.01% | +245+2.6% | Added |
| Independent Financial Group, LLC | 9,543 | $783.7K | 0.04% | −1,517−13.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 9,509 | $780.9K | 0.84% | −132−1.4% | Reduced |
| Romano Brothers and Company | 9,453 | $776.3K | 0.11% | 00.0% | Unchanged |
| Fiduciary Trust Co | 9,413 | $773.0K | 0.01% | −295−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 9,316 | $764.7K | 0.02% | +1,689+22.1% | Added |
| Vantage Financial Partners, LLC | 9,289 | $762.8K | 0.21% | +1,604+20.9% | Added |
| Claro Advisors LLC | 9,115 | $748.5K | 0.13% | +3,730+69.3% | Added |
| Avantax Planning Partners, Inc. | 9,079 | $745.6K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,031 | $741.6K | 0.01% | −187−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 8,969 | $736.5K | 0.01% | +1,425+18.9% | Added |
| GAMMA Investing LLC | 8,944 | $734.5K | 0.15% | +1,758+24.5% | Added |
| Wealthspire Advisors, LLC | 8,783 | $721.3K | 0.01% | −305−3.4% | Reduced |
| FineMark National Bank & Trust | 8,738 | $717.6K | 0.03% | −250−2.8% | Reduced |
| Chelsea Counsel Co | 8,672 | $712.1K | 0.40% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,501 | $698.1K | 0.11% | +5+0.1% | Added |
| Rakuten Investment Management, Inc. | 8,482 | $696.5K | 0.01% | +7,702+987.4% | Added |
| IHT Wealth Management, LLC | 8,448 | $693.8K | 0.03% | +462+5.8% | Added |
| Montag A & Associates Inc | 8,414 | $691.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 8,381 | $688.2K | 0.09% | −1,042−11.1% | Reduced |
| Banque Cantonale Vaudoise | 8,380 | $688.0K | 0.03% | 00.0% | Unchanged |