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 |
|---|---|---|---|---|---|
| TSFG, LLC | 2,530 | $208.0K | 0.05% | 00.0% | Unchanged |
| First Interstate Bank | 2,525 | $207.4K | 0.01% | −100−3.8% | Reduced |
| Nomura Holdings Inc | 2,519 | $206.9K | 0.00% | −3,839−60.4% | Reduced |
| Smartleaf Asset Management LLC | 2,543 | $206.4K | 0.04% | +352+16.1% | Added |
| Duncker Streett & Co Inc | 2,482 | $203.8K | 0.04% | −169−6.4% | Reduced |
| Independent Wealth Network Inc. | 2,480 | $203.7K | 0.10% | −345−12.2% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $203.4K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,477 | $203.4K | 0.01% | +468+23.3% | Added |
| CWA Asset Management Group, LLC | 2,474 | $203.2K | 0.01% | +2,474 | New |
| John G Ullman & Associates Inc | 2,450 | $201.2K | 0.03% | −100−3.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,374 | $195.0K | 0.08% | +74+3.2% | Added |
| Monetary Management Group Inc | 2,350 | $193.0K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,331 | $191.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,273 | $186.7K | 0.06% | +1,441+173.2% | Added |
| Perkins Coie Trust Co | 2,202 | $180.8K | 0.04% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,180 | $179.0K | 0.10% | +2,180 | New |
| Jones Financial Companies LLLP | 2,170 | $178.2K | 0.00% | −328−13.1% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $178.1K | 0.03% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 2,162 | $177.6K | 0.05% | −26,157−92.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $175.2K | 0.34% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $173.4K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,995 | $163.8K | 0.07% | −72−3.5% | Reduced |
| Addison Advisors LLC | 1,926 | $158.2K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,912 | $157.0K | 0.01% | −16−0.8% | Reduced |
| Gradient Investments LLC | 1,755 | $144.1K | 0.00% | −2,224−55.9% | Reduced |
| Sentry Investment Management LLC | 1,654 | $136.0K | 0.05% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $130.7K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,547 | $127.0K | 0.03% | −1,961−55.9% | Reduced |
| Richardson Financial Services Inc. | 1,537 | $126.2K | 0.09% | +360+30.6% | Added |
| Red Tortoise LLC | 1,514 | $124.3K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 1,470 | $120.7K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,424 | $116.9K | 0.03% | −33−2.3% | Reduced |
| Hills Bank & Trust Co | 1,424 | $116.9K | 0.01% | +49+3.6% | Added |
| EntryPoint Capital, LLC | 1,406 | $115.5K | 0.10% | +1,406 | New |
| Continuum Advisory, LLC | 1,341 | $114.8K | 0.02% | +1,341 | New |
| Acadian Asset Management LLC | 1,380 | $113.0K | 0.00% | −1,088−44.1% | Reduced |
| JNBA Financial Advisors | 1,365 | $112.1K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,352 | $111.0K | 0.01% | +1,352 | New |
| Financial Perspectives, Inc | 1,338 | $109.9K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,281 | $105.2K | 0.02% | −101−7.3% | Reduced |
| Sandy Spring Bank | 1,263 | $103.7K | 0.00% | −1,784−58.5% | Reduced |
| St Germain D J Co Inc | 1,254 | $103.0K | 0.01% | −393−23.9% | Reduced |
| State of Wyoming | 1,214 | $99.7K | 0.02% | +17+1.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $95.9K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,119 | $92.0K | 0.01% | −88−7.3% | Reduced |
| Union Savings Bank | 1,100 | $90.3K | 0.05% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,048 | $88.2K | 0.00% | −4,201−80.0% | Reduced |
| Intelligent Financial Strategies | 1,059 | $86.9K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,035 | $85.0K | 0.01% | −199−16.1% | Reduced |
| Whittier Trust Co | 1,035 | $85.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,028 | $84.4K | 0.01% | −29−2.7% | Reduced |
| First Personal Financial Services | 1,020 | $83.8K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,002 | $82.3K | 0.00% | +1,002 | New |
| Alta Advisers Ltd | 1,000 | $82.1K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $80.6K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 979 | $80.4K | 0.04% | +979 | New |
| Lindbrook Capital, LLC | 953 | $78.3K | 0.01% | +90+10.4% | Added |
| First Pacific Financial | 902 | $74.1K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 900 | $73.9K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 873 | $71.7K | 0.06% | +873 | New |
| Boit C F David | 867 | $71.6K | 0.04% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 857 | $70.4K | 0.01% | +6+0.7% | Added |
| Capital Advisors, Ltd. LLC | 853 | $70.0K | 0.01% | −82−8.8% | Reduced |
| EverSource Wealth Advisors, LLC | 807 | $66.7K | 0.01% | +267+49.4% | Added |
| Oakworth Capital, Inc. | 809 | $66.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 801 | $65.3K | 0.02% | −25−3.0% | Reduced |
| Hilltop National Bank | 775 | $63.6K | 0.02% | +775 | New |
| Independence Bank of Kentucky | 756 | $62.1K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 741 | $60.4K | 0.01% | +741 | New |
| Beacon Capital Management, LLC | 729 | $59.9K | 0.01% | −5−0.7% | Reduced |
| NBC Securities, Inc. | 718 | $58.0K | 0.01% | −53−6.9% | Reduced |
| Avalon Trust Co | 700 | $57.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 666 | $54.7K | 0.00% | +20+3.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 665 | $54.6K | 0.00% | +500+303.0% | Added |
| Group One Trading, L.P. | 661 | $54.3K | 0.00% | −1,909−74.3% | Reduced |
| Trust Co of Vermont | 654 | $53.7K | 0.00% | +220+50.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $53.4K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 649 | $53.3K | 0.01% | +49+8.2% | Added |
| Prestige Wealth Management Group LLC | 648 | $53.2K | 0.01% | −119−15.5% | Reduced |
| Strengthening Families & Communities, LLC | 641 | $53.0K | 0.03% | +7+1.1% | Added |
| Concord Wealth Partners | 644 | $52.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 630 | $51.7K | 0.02% | −257−29.0% | Reduced |
| Hollencrest Capital Management | 612 | $50.3K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $49.3K | 0.02% | −136−18.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $49.3K | 0.01% | +600 | New |
| Anchor Investment Management, LLC | 587 | $48.2K | 0.01% | +9+1.6% | Added |
| St. Johns Investment Management Company, LLC | 580 | $47.6K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $47.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 575 | $47.2K | 0.00% | −1,205−67.7% | Reduced |
| CNB Bank | 566 | $46.5K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 559 | $45.9K | 0.02% | +94+20.2% | Added |
| Horizons Wealth Management | 541 | $45.5K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $45.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 553 | $45.4K | 0.00% | +65+13.3% | Added |
| McCarthy Grittinger Financial Group, LLC | 551 | $45.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 553 | $45.0K | 0.00% | −2−0.4% | Reduced |
| Bruce G. Allen Investments, LLC | 543 | $44.6K | 0.04% | +71+15.0% | Added |
| Barrett & Company, Inc. | 540 | $44.3K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 540 | $44.3K | 0.00% | +540 | New |
| Gen-Wealth Partners Inc | 534 | $43.9K | 0.02% | +534 | New |