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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 5,426 | $445.7K | 0.03% | −16−0.3% | Reduced |
| CWM Advisors, LLC | 5,412 | $444.4K | 0.05% | +113+2.1% | Added |
| Meeder Advisory Services, Inc. | 5,376 | $441.4K | 0.04% | +634+13.4% | Added |
| Prime Capital Investment Advisors, LLC | 5,370 | $441.0K | 0.01% | +61+1.1% | Added |
| PAX Financial Group, LLC | 5,342 | $438.7K | 0.09% | −10−0.2% | Reduced |
| Farther Finance Advisors, LLC | 5,372 | $438.1K | 0.03% | +3,211+148.6% | Added |
| Toroso Investments, LLC | 5,296 | $434.9K | 0.01% | +49+0.9% | Added |
| Chesley Taft & Associates LLC | 5,280 | $433.6K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,251 | $431.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,223 | $428.9K | 0.03% | −125−2.3% | Reduced |
| Advisor OS, LLC | 5,213 | $428.1K | 0.05% | +419+8.7% | Added |
| WSFS Capital Management, LLC | 5,199 | $426.9K | 0.02% | +65+1.3% | Added |
| Old Second National Bank of Aurora | 5,174 | $424.9K | 0.11% | +56+1.1% | Added |
| North Star Asset Management Inc | 5,149 | $422.8K | 0.02% | −261−4.8% | Reduced |
| Petrus Trust Company, LTA | 5,144 | $422.4K | 0.04% | −849−14.2% | Reduced |
| Wealth Architects, LLC | 5,130 | $421.3K | 0.06% | −18−0.3% | Reduced |
| Ieq Capital, LLC | 5,116 | $420.1K | 0.01% | −887−14.8% | Reduced |
| Diversified Trust Co | 5,099 | $418.7K | 0.01% | +134+2.7% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $416.9K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 5,065 | $415.9K | 0.22% | +46+0.9% | Added |
| Investment Management Corp of Ontario | 5,062 | $415.7K | 0.01% | −2,300−31.2% | Reduced |
| Blossom Wealth Management | 5,045 | $414.3K | 1.00% | +545+12.1% | Added |
| Signaturefd, LLC | 5,036 | $413.6K | 0.01% | −357−6.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $413.3K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,010 | $411.4K | 0.13% | +5,010 | New |
| Hudock, Inc. | 4,981 | $409.0K | 0.09% | +5+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,977 | $409.0K | 0.04% | +4,977 | New |
| Aviva PLC | 4,922 | $404.2K | 0.00% | +186+3.9% | Added |
| Alpha Cubed Investments, LLC | 4,916 | $403.7K | 0.02% | +602+14.0% | Added |
| Partnership Wealth Management, LLC | 4,900 | $402.4K | 0.28% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,865 | $399.5K | 0.07% | −29−0.6% | Reduced |
| Global Retirement Partners, LLC | 4,840 | $397.5K | 0.01% | −6,383−56.9% | Reduced |
| Mill Capital Management, LLC | 4,824 | $396.1K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,752 | $390.2K | 0.04% | −1,878−28.3% | Reduced |
| Smith, Moore & Co. | 4,744 | $389.5K | 0.04% | +3+0.1% | Added |
| LS Investment Advisors, LLC | 4,732 | $388.6K | 0.06% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 4,682 | $384.5K | 0.00% | −29,605−86.3% | Reduced |
| Forum Financial Management, LP | 4,669 | $383.4K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,668 | $383.3K | 0.00% | −3,346−41.8% | Reduced |
| West Paces Advisors Inc. | 4,634 | $380.5K | 0.10% | −53−1.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,608 | $378.4K | 0.03% | −295−6.0% | Reduced |
| Smithfield Trust Co | 4,569 | $376.0K | 0.02% | +117+2.6% | Added |
| Eqis Capital Management, Inc. | 4,556 | $374.2K | 0.03% | −206−4.3% | Reduced |
| Wintrust Investments LLC | 4,541 | $373.0K | 0.03% | +20.0% | Added |
| McDonough Capital Management, Inc | 4,500 | $369.5K | 0.29% | −25−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,488 | $368.6K | 0.07% | +303+7.2% | Added |
| Advisors Capital Management, LLC | 4,466 | $367.0K | 0.01% | −20.0% | Reduced |
| Bullock Wealth Management Group | 4,462 | $363.9K | 0.24% | +4,462 | New |
| West Michigan Advisors, LLC | 4,431 | $363.9K | 0.12% | −17−0.4% | Reduced |
| Rehmann Capital Advisory Group | 4,423 | $363.2K | 0.03% | −1,052−19.2% | Reduced |
| Focus Financial Network, Inc. | 4,469 | $359.5K | 0.02% | +4,469 | New |
| Greenfield Savings Bank | 4,368 | $358.7K | 0.19% | −335−7.1% | Reduced |
| Private Trust Co NA | 4,309 | $353.9K | 0.04% | −59−1.4% | Reduced |
| V-Square Quantitative Management LLC | 4,297 | $352.9K | 0.06% | +1,274+42.1% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $352.5K | 0.20% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,282 | $351.6K | 0.02% | −8,052−65.3% | Reduced |
| Tarbox Family Office, Inc. | 4,266 | $350.3K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,249 | $348.9K | 0.00% | −221−4.9% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,239 | $348.1K | 0.04% | +400+10.4% | Added |
| EP Wealth Advisors, LLC | 4,232 | $347.5K | 0.00% | +316+8.1% | Added |
| Insight Wealth Strategies, LLC | 4,223 | $346.8K | 0.05% | +33+0.8% | Added |
| Courier Capital LLC | 4,206 | $345.4K | 0.02% | −1,362−24.5% | Reduced |
| Haverford Trust Co | 4,174 | $342.8K | 0.00% | +719+20.8% | Added |
| Ambassador Advisors, LLC | 4,168 | $342.2K | 0.06% | +4,168 | New |
| Plancorp, LLC | 4,119 | $338.3K | 0.01% | +97+2.4% | Added |
| Parallel Advisors, LLC | 4,111 | $337.6K | 0.01% | +704+20.7% | Added |
| Howe & Rusling Inc | 4,105 | $337.1K | 0.03% | +86+2.1% | Added |
| Johnson Financial Group, Inc. | 4,095 | $336.3K | 0.02% | −1,747−29.9% | Reduced |
| Alhambra Investment Partners LLC | 4,085 | $335.5K | 0.18% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 4,084 | $335.4K | 0.17% | +4,084 | New |
| Old Mission Investment Co LLC | 4,069 | $334.1K | 0.11% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $333.4K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,056 | $333.1K | 0.01% | +650+19.1% | Added |
| Blue Barn Wealth, LLC | 4,042 | $331.9K | 0.19% | +701+21.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,002 | $328.6K | 0.01% | +51+1.3% | Added |
| Mairs & Power Inc | 4,000 | $328.5K | 0.00% | −209−5.0% | Reduced |
| Aptus Capital Advisors, LLC | 3,992 | $327.8K | 0.01% | −112−2.7% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $324.0K | 0.06% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,941 | $323.6K | 0.03% | −318−7.5% | Reduced |
| Congress Wealth Management LLC | 3,931 | $322.8K | 0.01% | +3,931 | New |
| Bryn Mawr Trust Co | 3,920 | $321.9K | 0.01% | +3,920 | New |
| Los Angeles Capital Management LLC | 3,913 | $321.3K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,885 | $319.0K | 0.04% | +1,500+62.9% | Added |
| Appleton Partners Inc | 3,887 | $319.0K | 0.02% | −905−18.9% | Reduced |
| Red Cedar Investment Management, LLC | 3,879 | $318.5K | 0.04% | −10,253−72.6% | Reduced |
| Nilsine Partners, LLC | 3,841 | $315.4K | 0.04% | −161−4.0% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $313.4K | 0.10% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $312.5K | 0.06% | −3,805−50.0% | Reduced |
| Zacks Investment Management | 3,767 | $309.3K | 0.00% | −27,427−87.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,744 | $308.0K | 0.02% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 3,729 | $306.2K | 0.01% | −510−12.0% | Reduced |
| MQS Management LLC | 3,727 | $306.1K | 0.18% | +271+7.8% | Added |
| Brady Family Wealth, LLC | 3,701 | $303.9K | 0.10% | −34−0.9% | Reduced |
| Stephens Inc | 3,701 | $303.9K | 0.00% | +12+0.3% | Added |
| ZWJ Investment Counsel Inc | 3,688 | $302.9K | 0.01% | −750−16.9% | Reduced |
| WoodTrust Financial Corp | 3,675 | $302.0K | 0.05% | +3,675 | New |
| Bank of New Hampshire | 3,660 | $300.6K | 0.08% | −210−5.4% | Reduced |
| Crewe Advisors LLC | 3,642 | $299.1K | 0.03% | +3,642 | New |
| Armstrong, Fleming & Moore, Inc | 3,638 | $298.7K | 0.21% | +17+0.5% | Added |
| Lido Advisors, LLC | 3,631 | $298.2K | 0.00% | −213−5.5% | Reduced |