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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,280 | $100.4K | 0.02% | −1−0.1% | Reduced |
| Smartleaf Asset Management LLC | 1,317 | $103.4K | 0.02% | −1,226−48.2% | Reduced |
| Financial Perspectives, Inc | 1,338 | $105.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 1,340 | $105.1K | 0.02% | +126+10.4% | Added |
| Quarry LP | 1,361 | $106.8K | 0.04% | +834+158.3% | Added |
| JNBA Financial Advisors | 1,365 | $107.1K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,373 | $108.0K | 0.05% | −281−17.0% | Reduced |
| Centaurus Financial, Inc. | 1,414 | $111.0K | 0.01% | +62+4.6% | Added |
| Laffer Tengler Investments | 1,424 | $111.7K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,500 | $117.7K | 0.07% | +1,500 | New |
| Red Tortoise LLC | 1,514 | $118.8K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $124.9K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,676 | $131.5K | 0.06% | +1,676 | New |
| Financial Network Wealth Advisors LLC | 1,676 | $132.6K | 0.10% | +1,676 | New |
| Richardson Financial Services Inc. | 1,743 | $136.8K | 0.10% | +206+13.4% | Added |
| Operose Advisors LLC | 1,787 | $140.2K | 0.05% | −486−21.4% | Reduced |
| Brown Brothers Harriman & Co | 1,866 | $146.4K | 0.00% | +1,517+434.7% | Added |
| Quadrant Capital Group LLC | 1,942 | $152.4K | 0.01% | +30+1.6% | Added |
| Addison Advisors LLC | 1,949 | $152.9K | 0.05% | +23+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,963 | $154.0K | 0.01% | −816−29.4% | Reduced |
| First Command Advisory Services, Inc. | 1,992 | $156.3K | 0.00% | −36,820−94.9% | Reduced |
| Tyler-Stone Wealth Management | 1,995 | $156.5K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,065 | $162.0K | 0.08% | +659+46.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $165.6K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $167.4K | 0.24% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,137 | $167.7K | 0.01% | −340−13.7% | Reduced |
| Perkins Coie Trust Co | 2,202 | $172.8K | 0.04% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,247 | $176.3K | 0.09% | +67+3.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $180.0K | 0.07% | −74−3.1% | Reduced |
| AdvisorNet Financial, Inc | 2,303 | $180.7K | 0.02% | +1,268+122.5% | Added |
| TCTC Holdings, LLC | 2,331 | $182.9K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $184.4K | 0.05% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,373 | $186.2K | 0.12% | +2,348+9,392.0% | Added |
| Duncker Streett & Co Inc | 2,482 | $194.7K | 0.04% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,496 | $195.8K | 0.10% | +2,496 | New |
| Umb Bank N A | 2,496 | $195.8K | 0.00% | −706−22.0% | Reduced |
| XTX Topco Ltd | 2,571 | $201.7K | 0.02% | −4,440−63.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,572 | $201.8K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 2,580 | $202.0K | 0.05% | +50+2.0% | Added |
| Spirepoint Private Client, LLC | 2,579 | $202.3K | 0.03% | −161−5.9% | Reduced |
| Chesapeake Asset Management LLC | 2,587 | $203.0K | 0.19% | −70−2.6% | Reduced |
| John G Ullman & Associates Inc | 2,587 | $203.0K | 0.03% | +137+5.6% | Added |
| Midwest Professional Planners, LTD. | 2,590 | $203.2K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,604 | $204.3K | 0.01% | +59+2.3% | Added |
| Dark Forest Capital Management LP | 2,615 | $205.2K | 0.04% | +2,615 | New |
| Lifeworks Advisors, LLC | 2,620 | $205.6K | 0.06% | +2,620 | New |
| Beese Fulmer Investment Management, Inc. | 2,628 | $206.2K | 0.02% | 00.0% | Unchanged |
| Portman Square Capital LLP | 2,629 | $206.3K | 0.07% | +2,629 | New |
| Continuum Advisory, LLC | 2,638 | $207.0K | 0.03% | +1,297+96.7% | Added |
| Ironwood Investment Counsel, LLC | 2,654 | $208.2K | 0.04% | −46−1.7% | Reduced |
| Liberty Wealth Management LLC | 2,659 | $209.0K | 0.04% | +6+0.2% | Added |
| IFG Advisors, LLC | 2,670 | $209.5K | 0.05% | 00.0% | Unchanged |
| Change Path, LLC | 2,671 | $210.0K | 0.01% | +2,671 | New |
| Fiduciary Financial Group, LLC | 2,606 | $210.6K | 0.05% | +2,606 | New |
| Live Oak Private Wealth LLC | 2,692 | $211.2K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,693 | $211.3K | 0.12% | −2,372−46.8% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $211.8K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,704 | $212.2K | 0.02% | +22+0.8% | Added |
| Capital Asset Advisory Services LLC | 2,728 | $212.8K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,713 | $212.9K | 0.11% | +8+0.3% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,719 | $213.4K | 0.20% | −200−6.9% | Reduced |
| Axxcess Wealth Management, LLC | 2,728 | $214.0K | 0.01% | +10.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $215.4K | 0.03% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,757 | $216.3K | 0.09% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,757 | $216.3K | 0.02% | −334−10.8% | Reduced |
| Providence Wealth Advisors, LLC | 2,772 | $216.4K | 0.17% | +10+0.4% | Added |
| Boston Financial Mangement LLC | 2,759 | $216.5K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,763 | $216.8K | 0.02% | −22−0.8% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $217.3K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 2,774 | $217.6K | 0.00% | +15+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 2,784 | $218.4K | 0.00% | +2,784 | New |
| Main Street Financial Solutions, LLC | 2,785 | $218.5K | 0.02% | +62+2.3% | Added |
| Capital Investment Services of America, Inc. | 2,786 | $218.6K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,790 | $218.9K | 0.08% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 2,789 | $219.0K | 0.02% | −224−7.4% | Reduced |
| Coldstream Capital Management Inc | 2,801 | $219.7K | 0.01% | −137−4.7% | Reduced |
| Premier Path Wealth Partners, LLC | 2,825 | $221.7K | 0.04% | +2,825 | New |
| MTM Investment Management, LLC | 2,830 | $222.0K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,834 | $222.4K | 0.06% | −31,417−91.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,841 | $222.9K | 0.00% | −70−2.4% | Reduced |
| Synovus Financial Corp | 2,845 | $223.2K | 0.00% | +2,845 | New |
| Brady Family Wealth, LLC | 2,845 | $223.2K | 0.07% | −856−23.1% | Reduced |
| International Private Wealth Advisors LLC | 2,848 | $223.4K | 0.38% | +165+6.1% | Added |
| Adviser Investments LLC | 2,881 | $226.0K | 0.00% | −424−12.8% | Reduced |
| Lodestone Wealth Management LLC | 2,888 | $226.6K | 0.12% | 00.0% | Unchanged |
| Glenview Trust Co | 2,916 | $228.8K | 0.00% | −656−18.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,917 | $228.9K | 0.09% | +6+0.2% | Added |
| Isthmus Partners, LLC | 2,929 | $229.8K | 0.03% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $230.5K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,941 | $230.7K | 0.02% | −161−5.2% | Reduced |
| New Century Financial Group, LLC | 2,948 | $231.3K | 0.10% | +2,948 | New |
| HTLF Bank | 2,948 | $231.3K | 0.03% | +36+1.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,951 | $231.5K | 0.01% | −1,051−26.3% | Reduced |
| Syon Capital LLC | 2,953 | $231.7K | 0.02% | +24+0.8% | Added |
| Bank of Stockton | 2,982 | $234.0K | 0.07% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,984 | $234.1K | 0.16% | −371−11.1% | Reduced |
| Univest Financial Corp | 2,986 | $234.3K | 0.07% | +255+9.3% | Added |
| D L Carlson Investment Group Inc | 3,004 | $235.7K | 0.05% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,004 | $235.7K | 0.06% | +21+0.7% | Added |
| CRA Financial Services, LLC | 3,050 | $239.3K | 0.05% | 00.0% | Unchanged |