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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 3,631 | $298.2K | 0.02% | −463−11.3% | Reduced |
| Capital Advisors Inc | 3,628 | $297.9K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 3,572 | $293.3K | 0.01% | −122−3.3% | Reduced |
| Nixon Peabody Trust Co | 3,500 | $287.4K | 0.03% | +3,500 | New |
| Ascension Asset Management LLC | 3,500 | $287.4K | 0.15% | +3,500 | New |
| Warren Averett Asset Management, LLC | 3,488 | $286.4K | 0.01% | +3,488 | New |
| Wealthquest Corp | 3,400 | $279.2K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,396 | $278.9K | 0.02% | +361+11.9% | Added |
| First Foundation Advisors | 3,370 | $276.7K | 0.01% | −99−2.9% | Reduced |
| Successful Portfolios LLC | 3,355 | $275.5K | 0.19% | −621−15.6% | Reduced |
| Qtron Investments LLC | 3,348 | $274.9K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,335 | $273.9K | 0.06% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,314 | $272.1K | 0.02% | −86−2.5% | Reduced |
| Adviser Investments LLC | 3,305 | $271.4K | 0.00% | −169−4.9% | Reduced |
| Siemens Fonds Invest GmbH | 3,299 | $270.9K | 0.02% | −138−4.0% | Reduced |
| Cigna Investments Inc | 3,288 | $270.0K | 0.05% | −77−2.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,259 | $267.6K | 0.01% | +2+0.1% | Added |
| Sterling Investment Advisors LLC | 3,250 | $266.9K | 0.16% | 00.0% | Unchanged |
| Park National Corp | 3,245 | $266.5K | 0.01% | +10+0.3% | Added |
| 1st Source Bank | 3,227 | $265.0K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3,222 | $264.6K | 0.31% | 00.0% | Unchanged |
| Keystone Financial Group | 3,212 | $263.8K | 0.04% | +10.0% | Added |
| Centennial Wealth Advisory LLC | 3,206 | $263.4K | 0.12% | +6+0.2% | Added |
| Umb Bank N A | 3,202 | $262.9K | 0.00% | +100+3.2% | Added |
| Credit Capital Investments LLC | 3,200 | $262.8K | 0.32% | +3,200 | New |
| Thrive Wealth Management, LLC | 3,198 | $262.6K | 0.05% | +3,198 | New |
| Park Place Capital Corp | 3,189 | $261.9K | 0.09% | −1,789−35.9% | Reduced |
| Pitcairn Co | 3,179 | $261.1K | 0.02% | +31+1.0% | Added |
| GPS Wealth Strategies Group, LLC | 3,176 | $260.8K | 0.04% | −218−6.4% | Reduced |
| Strategy Asset Managers LLC | 3,160 | $259.5K | 0.06% | +608+23.8% | Added |
| Dividend Assets Capital, LLC | 3,112 | $256.0K | 0.05% | −1,299−29.4% | Reduced |
| Phillips Wealth Planners LLC | 3,289 | $255.9K | 0.29% | −1,441−30.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,091 | $253.8K | 0.02% | −97−3.0% | Reduced |
| International Assets Investment Management, LLC | 3,102 | $253.0K | 0.03% | −8−0.3% | Reduced |
| MJP Associates Inc | 3,070 | $252.1K | 0.05% | +552+21.9% | Added |
| Bremer Bank National Association | 3,051 | $250.5K | 0.05% | +58+1.9% | Added |
| CRA Financial Services, LLC | 3,050 | $250.5K | 0.05% | −7−0.2% | Reduced |
| First Heartland Consultants, Inc. | 3,013 | $247.0K | 0.03% | −413−12.1% | Reduced |
| Evexia Wealth LLC | 3,126 | $246.9K | 0.10% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,004 | $246.7K | 0.05% | −6−0.2% | Reduced |
| Longfellow Investment Management Co LLC | 2,983 | $245.0K | 0.06% | +2,983 | New |
| Bank of Stockton | 2,982 | $244.9K | 0.08% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,982 | $244.9K | 0.01% | +429+16.8% | Added |
| Blue Chip Partners, Inc. | 2,973 | $244.1K | 0.02% | −16−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,953 | $242.5K | 0.01% | −575−16.3% | Reduced |
| Compass Financial Group, INC | 2,938 | $241.3K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,938 | $241.2K | 0.01% | −449−13.3% | Reduced |
| Syon Capital LLC | 2,929 | $240.5K | 0.02% | −321−9.9% | Reduced |
| Isthmus Partners, LLC | 2,929 | $240.5K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,919 | $239.8K | 0.24% | −88−2.9% | Reduced |
| HTLF Bank | 2,912 | $239.1K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,911 | $239.1K | 0.00% | +7+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,911 | $239.1K | 0.10% | +2,911 | New |
| Lodestone Wealth Management LLC | 2,888 | $237.2K | 0.13% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 2,850 | $234.0K | 0.01% | +40+1.4% | Added |
| HB Wealth Management, LLC | 2,840 | $233.2K | 0.00% | −3,008−51.4% | Reduced |
| MTM Investment Management, LLC | 2,830 | $232.4K | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,818 | $231.4K | 0.01% | −163−5.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,790 | $229.1K | 0.08% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,786 | $228.8K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,785 | $228.7K | 0.02% | +34+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,779 | $228.2K | 0.01% | +2,641+1,913.8% | Added |
| Principle Wealth Partners LLC | 2,770 | $227.5K | 0.02% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,759 | $226.6K | 0.01% | −209−7.0% | Reduced |
| Danske Bank A/S | 2,759 | $226.6K | 0.00% | +2,759 | New |
| Providence Wealth Advisors, LLC | 2,762 | $226.6K | 0.19% | −11,819−81.1% | Reduced |
| Buska Wealth Management, LLC | 2,757 | $226.4K | 0.10% | +2,757 | New |
| Ci Investments Inc. | 2,756 | $226.0K | 0.00% | +598+27.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $225.4K | 0.03% | +2,745 | New |
| Spirepoint Private Client, LLC | 2,740 | $225.0K | 0.03% | +2,740 | New |
| Diversify Advisory Services, LLC | 2,755 | $224.7K | 0.01% | +2,755 | New |
| Inceptionr LLC | 2,733 | $224.4K | 0.06% | +2,733 | New |
| Univest Financial Corp | 2,731 | $224.3K | 0.06% | +2,731 | New |
| Modern Wealth Management, LLC | 2,729 | $224.1K | 0.02% | +87+3.3% | Added |
| Axxcess Wealth Management, LLC | 2,727 | $223.9K | 0.01% | −2,437−47.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,723 | $223.6K | 0.02% | +40+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 2,722 | $223.5K | 0.00% | −121,562−97.8% | Reduced |
| Beacon Investment Advisors LLC | 2,705 | $222.1K | 0.13% | +74+2.8% | Added |
| Arcadia Investment Management Corp | 2,700 | $221.7K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,700 | $221.7K | 0.04% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,692 | $221.1K | 0.04% | −38−1.4% | Reduced |
| International Private Wealth Advisors LLC | 2,683 | $220.3K | 0.43% | +2,683 | New |
| Kovack Advisors, Inc. | 2,682 | $220.3K | 0.03% | +18+0.7% | Added |
| Flagship Harbor Advisors, LLC | 2,674 | $219.6K | 0.01% | +7+0.3% | Added |
| Tyche Wealth Partners LLC | 2,674 | $219.6K | 0.05% | −2,443−47.7% | Reduced |
| IFG Advisors, LLC | 2,670 | $219.3K | 0.06% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,728 | $219.0K | 0.01% | −11−0.4% | Reduced |
| MBE Wealth Management, LLC | 2,662 | $218.6K | 0.13% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,657 | $218.2K | 0.22% | −1,642−38.2% | Reduced |
| Connectus Wealth, LLC | 2,655 | $218.0K | 0.01% | +17+0.6% | Added |
| Liberty Wealth Management LLC | 2,653 | $218.0K | 0.04% | +2,653 | New |
| Spectrum Investment Advisors, Inc. | 2,651 | $217.7K | 0.16% | +18+0.7% | Added |
| Buckingham Strategic Partners | 2,638 | $216.7K | 0.01% | +2,638 | New |
| Gladstone Institutional Advisory LLC | 2,635 | $216.4K | 0.01% | −640−19.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $215.8K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,599 | $213.4K | 0.01% | −50−1.9% | Reduced |
| Midwest Professional Planners, LTD. | 2,590 | $212.7K | 0.07% | −99−3.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,572 | $211.2K | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,545 | $209.0K | 0.01% | +51+2.0% | Added |
| Norris Perne & French LLP | 2,542 | $208.7K | 0.01% | 00.0% | Unchanged |