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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 8,372 | $687.5K | 0.01% | −1,194−12.5% | Reduced |
| Chicago Trust Co NA | 8,359 | $686.4K | 0.14% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,226 | $675.5K | 0.02% | −5−0.1% | Reduced |
| Searle & Co. | 8,200 | $673.4K | 0.17% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,182 | $671.9K | 0.03% | +1,443+21.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $669.4K | 0.04% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 8,100 | $665.2K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 8,057 | $662.0K | 0.10% | −195−2.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,034 | $659.8K | 0.02% | −48,192−85.7% | Reduced |
| Degroof Petercam Asset Management | 8,000 | $657.0K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,950 | $653.0K | 0.04% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 7,948 | $652.7K | 0.23% | +2,795+54.2% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $652.1K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,988 | $646.0K | 0.35% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,819 | $642.1K | 0.18% | +198+2.6% | Added |
| Bleakley Financial Group, LLC | 7,767 | $637.8K | 0.02% | +491+6.7% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $635.0K | 0.07% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 7,731 | $634.9K | 0.02% | +7,731 | New |
| Exchange Traded Concepts, LLC | 7,703 | $632.6K | 0.02% | +809+11.7% | Added |
| Lloyd Advisory Services, LLC. | 7,690 | $631.6K | 0.13% | +7,690 | New |
| Tokio Marine Asset Management Co Ltd | 7,679 | $630.6K | 0.03% | +902+13.3% | Added |
| Dakota Wealth Management | 7,620 | $625.8K | 0.02% | +366+5.0% | Added |
| Assenagon Asset Management S.A. | 7,608 | $624.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 7,595 | $623.7K | 0.05% | +4,656+158.4% | Added |
| Trust Co of Toledo NA | 7,489 | $615.0K | 0.10% | +652+9.5% | Added |
| Winch Advisory Services, LLC | 7,434 | $610.5K | 0.19% | +76+1.0% | Added |
| Davenport & Co LLC | 7,422 | $609.4K | 0.00% | −239−3.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,364 | $604.7K | 0.02% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 7,325 | $601.5K | 0.20% | +3,785+106.9% | Added |
| Venturi Wealth Management, LLC | 7,316 | $600.8K | 0.04% | −280−3.7% | Reduced |
| Investment House LLC | 7,300 | $599.5K | 0.04% | 00.0% | Unchanged |
| Veriti Management LLC | 7,265 | $596.6K | 0.04% | −3,385−31.8% | Reduced |
| Resources Investment Advisors, LLC. | 7,262 | $596.3K | 0.01% | +894+14.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,215 | $592.5K | 0.05% | +3,018+71.9% | Added |
| NewEdge Wealth, LLC | 7,126 | $592.1K | 0.01% | +517+7.8% | Added |
| Geneos Wealth Management Inc. | 7,183 | $589.9K | 0.03% | +467+7.0% | Added |
| IAG Wealth Partners, LLC | 7,149 | $587.1K | 0.13% | +3,207+81.4% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $586.5K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 7,140 | $586.3K | 0.04% | +2,745+62.5% | Added |
| Stephenson National Bank & Trust | 7,096 | $582.7K | 0.20% | 00.0% | Unchanged |
| MAI Capital Management | 7,061 | $579.8K | 0.01% | +941+15.4% | Added |
| Foundations Investment Advisors, LLC | 7,017 | $576.2K | 0.02% | −1,074−13.3% | Reduced |
| XTX Topco Ltd | 7,011 | $575.7K | 0.08% | +448+6.8% | Added |
| Csenge Advisory Group | 6,982 | $573.4K | 0.03% | +78+1.1% | Added |
| TBH Global Asset Management, LLC | 6,954 | $571.1K | 0.11% | +110+1.6% | Added |
| Wesbanco Bank Inc | 6,869 | $564.1K | 0.02% | +134+2.0% | Added |
| Integrated Advisors Network LLC | 6,823 | $560.3K | 0.03% | +352+5.4% | Added |
| National Asset Management, Inc. | 6,876 | $553.8K | 0.01% | +142+2.1% | Added |
| Proequities, Inc. | 6,715 | $551.4K | 0.04% | +580+9.5% | Added |
| MPS Loria Financial Planners, LLC | 6,704 | $550.6K | 0.18% | +135+2.1% | Added |
| Vestmark Advisory Solutions, Inc. | 6,702 | $550.4K | 0.02% | +105+1.6% | Added |
| Nebula Research & Development LLC | 6,660 | $546.9K | 0.12% | +6,660 | New |
| Sigma Planning Corp | 6,658 | $546.8K | 0.02% | +4,232+174.4% | Added |
| Paloma Partners Management Co | 6,582 | $540.5K | 0.08% | −327−4.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 6,530 | $536.2K | 0.04% | +4,000+158.1% | Added |
| Cary Street Partner Investment Advisory LLC | 6,521 | $535.5K | 0.02% | +381+6.2% | Added |
| Moors & Cabot, Inc. | 6,518 | $535.3K | 0.03% | −280−4.1% | Reduced |
| Snowden Capital Advisors LLC | 6,518 | $535.3K | 0.02% | −379−5.5% | Reduced |
| Clearstead Advisors, LLC | 6,299 | $534.7K | 0.03% | +123+2.0% | Added |
| Peapack Gladstone Financial Corp | 6,499 | $534.0K | 0.01% | +107+1.7% | Added |
| Lincoln National Corp | 6,466 | $530.9K | 0.01% | +993+18.1% | Added |
| Advisors Management Group Inc | 6,447 | $529.0K | 0.13% | −600−8.5% | Reduced |
| Ti-Trust, Inc | 6,430 | $528.0K | 0.39% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 6,410 | $526.4K | 0.31% | +185+3.0% | Added |
| AlphaCore Capital LLC | 6,385 | $524.4K | 0.14% | +1,729+37.1% | Added |
| Wetherby Asset Management Inc | 6,356 | $522.0K | 0.02% | −653−9.3% | Reduced |
| Buckley Wealth Management, LLC | 6,331 | $519.9K | 0.17% | −17−0.3% | Reduced |
| SPC Financial, Inc. | 6,250 | $513.3K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 6,158 | $505.7K | 0.27% | +6,158 | New |
| Financial Advisory Partners, LLC | 6,144 | $504.5K | 0.19% | −395−6.0% | Reduced |
| Carret Asset Management, LLC | 6,100 | $500.9K | 0.06% | −1,300−17.6% | Reduced |
| Citizens Financial Group Inc | 6,088 | $499.9K | 0.02% | −10−0.2% | Reduced |
| Financial Advocates Investment Management | 6,076 | $498.9K | 0.03% | +187+3.2% | Added |
| Ransom Advisory, Ltd | 6,018 | $494.2K | 0.26% | +6,018 | New |
| Bridges Investment Management Inc | 6,000 | $492.7K | 0.02% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,982 | $491.2K | 0.18% | +14+0.2% | Added |
| City State Bank | 5,953 | $489.0K | 0.22% | −291−4.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,933 | $487.3K | 0.06% | +5,933 | New |
| Bradley Foster & Sargent Inc | 5,930 | $487.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 5,909 | $485.2K | 0.02% | −24,443−80.5% | Reduced |
| We Are One Seven, LLC | 5,908 | $485.2K | 0.03% | −1,037−14.9% | Reduced |
| Daymark Wealth Partners, LLC | 5,847 | $480.1K | 0.03% | −102−1.7% | Reduced |
| Triangle Securities Wealth Management | 5,803 | $476.5K | 0.14% | +5,803 | New |
| LVZ Advisors, Inc. | 5,778 | $474.5K | 0.06% | 00.0% | Unchanged |
| Norden Group LLC | 5,774 | $474.2K | 0.10% | +5,774 | New |
| Alaska Permanent Fund Corp | 5,772 | $474.0K | 0.01% | +38+0.7% | Added |
| Horizon Investments, LLC | 5,776 | $469.7K | 0.01% | +77+1.4% | Added |
| MGB Wealth Management, LLC | 5,714 | $469.2K | 0.19% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 5,690 | $467.2K | 0.02% | −339−5.6% | Reduced |
| Spinnaker Trust | 5,668 | $465.5K | 0.03% | +20+0.4% | Added |
| Intrua Financial, LLC | 5,664 | $465.1K | 0.07% | −251−4.2% | Reduced |
| Winton Group Ltd | 5,646 | $463.6K | 0.03% | +5,646 | New |
| Chicago Capital, LLC | 5,638 | $463.0K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,591 | $459.1K | 0.01% | +384+7.4% | Added |
| Highlander Capital Management, LLC | 200 | $456.9K | 0.16% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,538 | $454.8K | 0.01% | +5,310+2,328.9% | Added |
| Oarsman Capital, Inc. | 5,494 | $451.2K | 0.11% | −482−8.1% | Reduced |
| Paradigm Financial Partners, LLC | 5,490 | $450.8K | 0.10% | +10+0.2% | Added |
| Krane Funds Advisors LLC | 5,425 | $447.1K | 0.02% | +2,561+89.4% | Added |
| Hutner Capital Management Inc | 5,427 | $445.7K | 0.24% | 00.0% | Unchanged |