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 |
|---|---|---|---|---|---|
| Bremer Bank National Association | 3,051 | $239.4K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 3,060 | $240.1K | 0.05% | +3,060 | New |
| MJP Associates Inc | 3,060 | $240.1K | 0.05% | −10−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,122 | $245.0K | 0.02% | +3,122 | New |
| Systematic Portfolios LLC | 3,135 | $246.0K | 1.71% | +3,135 | New |
| West Family Investments, Inc. | 3,154 | $247.5K | 0.07% | −1,856−37.0% | Reduced |
| Keystone Financial Group | 3,168 | $248.5K | 0.09% | −44−1.4% | Reduced |
| Aigen Investment Management, LP | 3,199 | $251.0K | 0.05% | +3,199 | New |
| Zions Bancorporation, N.A. | 3,217 | $252.4K | 0.02% | −97−2.9% | Reduced |
| Midland Wealth Advisors LLC | 3,217 | $252.4K | 0.01% | +3,217 | New |
| Cigna Investments Inc | 3,230 | $253.0K | 0.05% | −58−1.8% | Reduced |
| Ci Investments Inc. | 3,224 | $253.0K | 0.00% | +468+17.0% | Added |
| Phillips Wealth Planners LLC | 3,242 | $253.5K | 0.27% | −47−1.4% | Reduced |
| 1st Source Bank | 3,231 | $253.5K | 0.01% | +4+0.1% | Added |
| Strategy Asset Managers LLC | 2,875 | $253.7K | 0.06% | −285−9.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,250 | $255.0K | 0.01% | +615+23.3% | Added |
| Wealthcare Advisory Partners LLC | 3,252 | $255.2K | 0.01% | +3,252 | New |
| Sterling Investment Advisors LLC | 3,262 | $255.9K | 0.16% | +12+0.4% | Added |
| Fulton Bank, N.A. | 3,266 | $256.2K | 0.01% | +284+9.5% | Added |
| Evexia Wealth LLC | 3,158 | $259.1K | 0.10% | +32+1.0% | Added |
| Blue Chip Partners, Inc. | 3,332 | $261.4K | 0.02% | +359+12.1% | Added |
| Summit Asset Management, LLC | 3,335 | $261.7K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 3,355 | $263.2K | 0.02% | +176+5.5% | Added |
| CWM Advisors, LLC | 3,360 | $263.6K | 0.03% | −2,052−37.9% | Reduced |
| Wealthquest Corp | 3,400 | $266.8K | 0.03% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,403 | $267.0K | 0.01% | +144+4.4% | Added |
| GPS Wealth Strategies Group, LLC | 3,446 | $270.4K | 0.04% | +270+8.5% | Added |
| Centennial Wealth Advisory LLC | 3,450 | $270.7K | 0.12% | +244+7.6% | Added |
| Zacks Investment Management | 3,452 | $270.8K | 0.00% | −315−8.4% | Reduced |
| F/M Investments LLC | 3,461 | $271.6K | 0.01% | +3,461 | New |
| Nixon Peabody Trust Co | 3,500 | $274.6K | 0.02% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 3,500 | $274.6K | 0.14% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,545 | $278.1K | 0.02% | +149+4.4% | Added |
| First Foundation Advisors | 3,580 | $280.9K | 0.01% | +210+6.2% | Added |
| Transcend Wealth Collective, LLC | 3,601 | $282.5K | 0.02% | −30−0.8% | Reduced |
| Stephens Inc | 3,649 | $286.3K | 0.00% | −52−1.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,653 | $286.6K | 0.18% | +15+0.4% | Added |
| Crewe Advisors LLC | 3,655 | $286.7K | 0.03% | +13+0.4% | Added |
| Bank of New Hampshire | 3,660 | $287.2K | 0.07% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,670 | $287.9K | 0.01% | −250−6.4% | Reduced |
| WoodTrust Financial Corp | 3,675 | $288.0K | 0.04% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,710 | $291.0K | 0.05% | −237−6.0% | Reduced |
| ZWJ Investment Counsel Inc | 3,735 | $293.0K | 0.01% | +47+1.3% | Added |
| Reynders McVeigh Capital Management, LLC | 3,744 | $294.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,774 | $296.1K | 0.01% | +146+4.0% | Added |
| Modern Wealth Management, LLC | 3,803 | $298.4K | 0.02% | +1,074+39.4% | Added |
| Fortis Group Advisors, LLC | 3,805 | $298.5K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $299.4K | 0.10% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 3,830 | $300.5K | 0.03% | −2,700−41.3% | Reduced |
| Park National Corp | 3,834 | $300.8K | 0.01% | +589+18.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,836 | $301.0K | 0.03% | −403−9.5% | Reduced |
| Nilsine Partners, LLC | 3,841 | $301.4K | 0.04% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 3,879 | $304.3K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,885 | $304.8K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,887 | $305.0K | 0.02% | 00.0% | Unchanged |
| MQS Management LLC | 3,901 | $306.1K | 0.19% | +174+4.7% | Added |
| Financial Advocates Investment Management | 3,922 | $307.7K | 0.02% | −2,154−35.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,941 | $309.2K | 0.03% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 3,963 | $311.0K | 0.28% | +3,963 | New |
| Carret Asset Management, LLC | 4,000 | $313.8K | 0.04% | −2,100−34.4% | Reduced |
| Plancorp, LLC | 4,044 | $317.3K | 0.01% | −75−1.8% | Reduced |
| HB Wealth Management, LLC | 4,054 | $318.1K | 0.00% | +1,214+42.7% | Added |
| Bard Financial Services, Inc. | 4,060 | $318.5K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $319.3K | 0.10% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,075 | $319.7K | 0.05% | −85,395−95.4% | Reduced |
| Aptus Capital Advisors, LLC | 4,076 | $319.8K | 0.01% | +84+2.1% | Added |
| Alhambra Investment Partners LLC | 4,085 | $320.5K | 0.18% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,130 | $324.1K | 0.01% | +74+1.8% | Added |
| United Capital Financial Advisers, LLC | 4,166 | $326.8K | 0.00% | −502−10.8% | Reduced |
| Peapack Gladstone Financial Corp | 4,165 | $327.0K | 0.01% | −2,334−35.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,170 | $327.2K | 0.22% | +4,170 | New |
| Federation des caisses Desjardins du Quebec | 4,178 | $327.8K | 0.00% | +4,162+26,012.5% | Added |
| Focus Financial Network, Inc. | 3,996 | $329.1K | 0.01% | −473−10.6% | Reduced |
| Mairs & Power Inc | 4,200 | $329.5K | 0.00% | +200+5.0% | Added |
| Courier Capital LLC | 4,206 | $330.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,227 | $331.0K | 0.03% | +4,227 | New |
| Wintrust Investments LLC | 4,243 | $333.0K | 0.03% | −298−6.6% | Reduced |
| Toroso Investments, LLC | 4,262 | $334.4K | 0.00% | −1,034−19.5% | Reduced |
| Tarbox Family Office, Inc. | 4,266 | $334.7K | 0.06% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,267 | $334.8K | 0.05% | +44+1.0% | Added |
| Haverford Trust Co | 4,284 | $336.1K | 0.00% | +110+2.6% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $336.8K | 0.19% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,319 | $338.9K | 0.01% | +208+5.1% | Added |
| Blue Barn Wealth, LLC | 4,345 | $340.9K | 0.19% | +303+7.5% | Added |
| Eqis Capital Management, Inc. | 4,358 | $341.9K | 0.03% | −198−4.3% | Reduced |
| Greenfield Savings Bank | 4,368 | $342.7K | 0.18% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,371 | $342.9K | 0.01% | +883+25.3% | Added |
| AlphaCore Capital LLC | 4,373 | $343.1K | 0.08% | −2,012−31.5% | Reduced |
| Braun Stacey Associates Inc | 4,381 | $344.0K | 0.01% | +4,381 | New |
| Ambassador Advisors, LLC | 4,398 | $345.1K | 0.06% | +230+5.5% | Added |
| Bullock Wealth Management Group | 4,443 | $345.2K | 0.23% | −19−0.4% | Reduced |
| McDonough Capital Management, Inc | 4,500 | $353.1K | 0.26% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,508 | $353.7K | 0.02% | −100−2.2% | Reduced |
| Bruce & Co., Inc. | 4,509 | $353.8K | 0.12% | +4,509 | New |
| West Paces Advisors Inc. | 4,537 | $355.9K | 0.09% | −97−2.1% | Reduced |
| Golden State Equity Partners | 4,555 | $357.4K | 0.07% | +4,555 | New |
| Forum Financial Management, LP | 4,609 | $361.6K | 0.01% | −60−1.3% | Reduced |
| Smithfield Trust Co | 4,589 | $362.0K | 0.02% | +20+0.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,634 | $363.6K | 0.14% | +4,634 | New |
| Stablepoint Partners, LLC | 4,327 | $363.9K | 0.07% | +4,327 | New |