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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Christopher J. Hasenberg, Inc | 267 | $20.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $21.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 277 | $21.8K | 0.02% | +3+1.1% | Added |
| Opal Wealth Advisors, LLC | 280 | $22.0K | 0.01% | −19−6.4% | Reduced |
| Silvant Capital Management LLC | 290 | $22.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 282 | $23.0K | 0.01% | +1+0.4% | Added |
| Northwest Bank & Trust Co | 300 | $23.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 314 | $25.0K | 0.02% | +123+64.4% | Added |
| Global X Japan Co., Ltd. | 321 | $25.2K | 0.00% | +118+58.1% | Added |
| Peoples Financial Services Corp. | 326 | $25.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 343 | $26.0K | 0.00% | −50−12.7% | Reduced |
| Center for Financial Planning, Inc. | 333 | $26.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 338 | $26.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $26.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $26.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 363 | $28.5K | 0.00% | −12−3.2% | Reduced |
| Olistico Wealth, LLC | 372 | $29.2K | 0.02% | +372 | New |
| Front Row Advisors LLC | 398 | $31.2K | 0.01% | −32−7.4% | Reduced |
| William B. Walkup & Associates, Inc. | 398 | $31.2K | 0.02% | +398 | New |
| Ancora Advisors, LLC | 411 | $32.2K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $32.8K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 422 | $32.8K | 0.00% | −72−14.6% | Reduced |
| Deseret Mutual Benefit Administrators | 425 | $33.3K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 426 | $33.4K | 0.01% | +16+3.9% | Added |
| Laurel Wealth Advisors LLC | 426 | $33.4K | 0.01% | −15−3.4% | Reduced |
| Kelly Financial Services LLC | 427 | $33.5K | 0.01% | +117+37.7% | Added |
| Essex Investment Management Co LLC | 430 | $33.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 452 | $35.5K | 0.01% | +40+9.7% | Added |
| Piscataqua Savings Bank | 459 | $36.0K | 0.03% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 464 | $36.4K | 0.02% | +464 | New |
| SOA Wealth Advisors, LLC. | 480 | $37.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 511 | $40.1K | 0.03% | −32−5.9% | Reduced |
| Perritt Capital Management Inc | 515 | $40.4K | 0.02% | +6+1.2% | Added |
| Salem Investment Counselors Inc | 518 | $40.6K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 530 | $41.6K | 0.01% | +79+17.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 539 | $42.3K | 0.01% | −20−3.6% | Reduced |
| Barrett & Company, Inc. | 540 | $42.4K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 544 | $42.7K | 0.02% | +10+1.9% | Added |
| Cherry Tree Wealth Management, LLC | 548 | $43.0K | 0.01% | +27+5.2% | Added |
| Strategic Investment Solutions, Inc. | 490 | $43.2K | 0.01% | +490 | New |
| Sugarloaf Wealth Management, LLC | 553 | $43.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 558 | $43.8K | 0.03% | +558 | New |
| CNB Bank | 566 | $44.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 568 | $44.6K | 0.00% | +555+4,269.2% | Added |
| Washington Trust Co | 572 | $44.9K | 0.00% | +19+3.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 578 | $45.0K | 0.01% | +51+9.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 578 | $45.4K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $45.5K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $46.1K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 588 | $46.1K | 0.01% | −269−31.4% | Reduced |
| Parkside Financial Bank & Trust | 597 | $46.8K | 0.01% | +83+16.1% | Added |
| Trust Co of Vermont | 598 | $46.9K | 0.00% | −56−8.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $47.1K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 600 | $47.1K | 0.01% | +600 | New |
| Prestige Wealth Management Group LLC | 607 | $47.6K | 0.01% | −41−6.3% | Reduced |
| GW&K Investment Management, LLC | 617 | $48.0K | 0.00% | +64+11.6% | Added |
| Hollencrest Capital Management | 612 | $48.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 616 | $48.3K | 0.01% | +463+302.6% | Added |
| Headlands Technologies LLC | 624 | $49.0K | 0.01% | −923−59.7% | Reduced |
| Chilton Capital Management LLC | 627 | $49.2K | 0.00% | +627 | New |
| Cassady Schiller Wealth Management, LLC | 630 | $49.4K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 644 | $50.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 665 | $52.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 679 | $53.0K | 0.00% | −39−5.4% | Reduced |
| Spire Wealth Management | 682 | $53.5K | 0.00% | +107+18.6% | Added |
| TruNorth Capital Management, LLC | 690 | $54.1K | 0.02% | +365+112.3% | Added |
| First Horizon Advisors, Inc. | 697 | $54.7K | 0.00% | +31+4.7% | Added |
| Avalon Trust Co | 700 | $54.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 708 | $56.0K | 0.02% | +67+10.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 740 | $58.1K | 0.03% | +90+13.8% | Added |
| Ostrum Asset Management | 741 | $58.1K | 0.01% | −6,854−90.2% | Reduced |
| Central Pacific Bank - Trust Division | 741 | $58.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 759 | $60.0K | 0.00% | +250+49.1% | Added |
| Hilltop National Bank | 775 | $60.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 804 | $63.0K | 0.01% | −49−5.7% | Reduced |
| Oakworth Capital, Inc. | 809 | $63.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 823 | $64.6K | 0.01% | −130−13.6% | Reduced |
| Boit C F David | 867 | $68.0K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 873 | $68.5K | 0.01% | +224+34.5% | Added |
| First Pacific Financial | 902 | $70.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 846 | $72.8K | 0.00% | +39+4.8% | Added |
| SWS Partners | 937 | $73.6K | 0.02% | +937 | New |
| Chris Bulman Inc | 942 | $73.9K | 0.05% | +942 | New |
| Independence Bank of Kentucky | 956 | $75.0K | 0.02% | +200+26.5% | Added |
| Clean Yield Group | 970 | $76.1K | 0.03% | −500−34.0% | Reduced |
| Register Financial Advisors LLC | 979 | $76.8K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $77.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $78.5K | 0.04% | 00.0% | Unchanged |
| First Personal Financial Services | 1,025 | $80.4K | 0.02% | +5+0.5% | Added |
| TFC Financial Management | 1,028 | $80.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,035 | $81.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,051 | $82.4K | 0.01% | +49+4.9% | Added |
| Beacon Capital Management, LLC | 1,055 | $82.7K | 0.02% | +326+44.7% | Added |
| Intelligent Financial Strategies | 1,059 | $83.0K | 0.05% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,060 | $83.2K | 0.00% | −194−15.5% | Reduced |
| Park Place Capital Corp | 1,061 | $83.2K | 0.03% | −2,128−66.7% | Reduced |
| Union Savings Bank | 1,100 | $86.3K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,168 | $91.6K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,193 | $93.6K | 0.01% | +74+6.6% | Added |
| Sandy Spring Bank | 1,263 | $99.1K | 0.00% | 00.0% | Unchanged |