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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, Q2 2024

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 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
1,076
+50 vs. Q1 2024
Shares held
245.5M
+91.9K (0.0%) vs. Q1 2024
Total value
$19.3B
−$901.2M (−4.5%) vs. Q1 2024
New holders
117
422 more added
Sold out
67
332 more reduced

13 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,076 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ2 2024: $19.3B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2024.

Institutions holding WEC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
New Millennium Group LLC3$2350.00%+3New
WestEnd Advisors, LLC4$3140.00%−1−20.0%Reduced
Kayne Anderson Rudnick Investment Management LLC4$3140.00%00.0%Unchanged
NVWM, LLC5$3920.00%00.0%Unchanged
Wolff Wiese Magana LLC5$3930.00%00.0%Unchanged
CVA Family Office, LLC6$4710.00%−14−70.0%Reduced
Creative Financial Designs Inc6$4710.00%00.0%Unchanged
JJJ Advisors Inc.6$4710.00%00.0%Unchanged
Larson Financial Group LLC6$4710.00%+4+200.0%Added
First United Bank Trust8$6280.00%−319−97.6%Reduced
Sofos Investments, Inc.8$6280.00%−45−84.9%Reduced
PSI Advisors, LLC8$6280.00%00.0%Unchanged
True Wealth Design, LLC8$6280.00%+1+14.3%Added
Highline Wealth Partners LLC10$7850.00%00.0%Unchanged
Unique Wealth Strategies, LLC10$8210.00%+10New
Fairman Group, LLC13$1.02K0.00%00.0%Unchanged
Aspect Partners, LLC15$1.18K0.00%00.0%Unchanged
Creekmur Asset Management LLC15$1.18K0.00%+15New
Salomon & Ludwin, LLC18$1.41K0.00%−125−87.4%Reduced
Pineridge Advisors LLC18$1.41K0.00%00.0%Unchanged
Baldwin Brothers Inc18$1.41K0.00%+18New
Carmichael Hill & Associates, Inc.18$1.41K0.00%00.0%Unchanged
Planning Capital Management Corp19$1.49K0.00%00.0%Unchanged
Bell Investment Advisors, Inc20$1.57K0.00%−6−23.1%Reduced
SJS Investment Consulting Inc.20$1.57K0.00%00.0%Unchanged
Raleigh Capital Management Inc.25$1.96K0.00%+5+25.0%Added
Penserra Capital Management LLC27$2.00K0.00%00.0%Unchanged
Avion Wealth30$2.00K0.00%+6+25.0%Added
Winthrop Capital Management, LLC25$2.00K0.00%+25New
McIlrath & Eck, LLC27$2.12K0.00%−34−55.7%Reduced
Trifecta Capital Advisors, LLC34$2.67K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$2.67K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC37$2.90K0.00%00.0%Unchanged
Global Financial Private Client, LLC38$2.98K0.00%00.0%Unchanged
Keener Financial Planning LLC50$3.00K0.00%−74−59.7%Reduced
Capital Analysts, LLC38$3.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$3.14K0.00%00.0%Unchanged
Hallmark Capital Management Inc40$3.14K0.00%+40New
Abound Wealth Management49$3.85K0.00%00.0%Unchanged
Sunbelt Securities, Inc.51$4.00K0.00%00.0%Unchanged
McMahon Financial Advisors, LLC53$4.16K0.00%+53New
Carolinas Wealth Consulting LLC54$4.24K0.00%+12+28.6%Added
Glen Eagle Advisors, LLC57$4.47K0.00%−47−45.2%Reduced
First Financial Corp57$4.47K0.00%00.0%Unchanged
Voisard Asset Management Group, Inc.58$4.55K0.00%00.0%Unchanged
Tucker Asset Management LLC59$4.63K0.00%+22+59.5%Added
Camelot Portfolios, LLC59$4.63K0.00%+59New
Mendota Financial Group, LLC60$4.71K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.63$4.91K0.00%+36+133.3%Added
Pingora Partners LLC65$5.10K0.00%00.0%Unchanged
South State Corp.65$5.10K0.00%+65New
LRI Investments, LLC67$5.26K0.00%−11−14.1%Reduced
Ruedi Wealth Management, Inc.68$5.33K0.00%+68New
Coppell Advisory Solutions LLC69$5.41K0.00%+69New
Redwood Wealth Management Group, LLC76$5.96K0.00%+76New
Investors Research Corp77$6.04K0.00%00.0%Unchanged
Fortitude Family Office, LLC80$6.28K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC81$6.36K0.00%−18−18.2%Reduced
Solstein Capital, LLC82$6.43K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC82$6.43K0.00%+43+110.3%Added
Hobbs Group Advisors, LLC83$6.51K0.00%+83New
MCF Advisors LLC87$6.83K0.00%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC89$6.98K0.00%−462−83.8%Reduced
Naples Money Management LLC90$6.99K0.01%00.0%Unchanged
Northwest Capital Management Inc95$7.43K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.100$7.85K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$7.85K0.00%00.0%Unchanged
Eagle Bay Advisors LLC100$7.88K0.00%00.0%Unchanged
Briaud Financial Planning, Inc114$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.99$8.00K0.00%+1+1.0%Added
Key Financial Inc106$8.32K0.00%00.0%Unchanged
Sittner & Nelson, LLC107$8.36K0.00%00.0%Unchanged
Wiser Advisor Group LLC111$8.71K0.01%00.0%Unchanged
DHJJ Financial Advisors, Ltd.112$8.79K0.00%00.0%Unchanged
Kimelman & Baird, LLC116$9.10K0.00%+116New
CGC Financial Services, LLC120$9.41K0.00%00.0%Unchanged
Rogco, LP126$9.89K0.00%00.0%Unchanged
SWAN Capital LLC126$9.89K0.01%+126New
GHP Investment Advisors, Inc.131$10.3K0.00%+131New
WR Wealth Planners, LLC134$10.5K0.00%+15+12.6%Added
Sachetta, LLC124$10.6K0.00%−23−15.6%Reduced
Annapolis Financial Services, LLC145$11.4K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC160$12.6K0.00%00.0%Unchanged
Versant Capital Management, Inc162$12.7K0.00%−55−25.3%Reduced
First Community Trust NA166$13.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC150$13.2K0.00%−47−23.9%Reduced
MV Capital Management, Inc.184$14.4K0.00%+16+9.5%Added
VisionPoint Advisory Group, LLC205$16.1K0.01%+183+831.8%Added
Family Firm, Inc.206$16.1K0.00%+206New
Cullen/Frost Bankers, Inc.206$16.2K0.00%+100+94.3%Added
Atticus Wealth Management, LLC220$17.3K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton230$17.9K0.01%−571−71.3%Reduced
Stephens Consulting, LLC228$17.9K0.01%00.0%Unchanged
Boyd Watterson Asset Management LLC228$17.9K0.01%00.0%Unchanged
Scarborough Advisors, LLC230$18.0K0.01%+3+1.3%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA240$18.8K0.01%00.0%Unchanged
Arrow Financial Corp250$19.6K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC256$20.1K0.00%+73+39.9%Added
Princeton Global Asset Management LLC258$20.3K0.00%+1+0.4%Added