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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 4,646 | $364.5K | 0.06% | +349+8.1% | Added |
| Advisors Capital Management, LLC | 4,649 | $365.0K | 0.01% | +183+4.1% | Added |
| Sierra Summit Advisors LLC | 4,653 | $365.1K | 0.09% | +4,653 | New |
| Ballentine Partners, LLC | 4,685 | $367.6K | 0.01% | −5,343−53.3% | Reduced |
| Moors & Cabot, Inc. | 4,704 | $369.1K | 0.02% | −1,814−27.8% | Reduced |
| IAG Wealth Partners, LLC | 4,707 | $369.3K | 0.07% | −2,442−34.2% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $371.3K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,746 | $372.3K | 0.04% | +20.0% | Added |
| Wealth Architects, LLC | 4,748 | $372.5K | 0.05% | −382−7.4% | Reduced |
| Alpha Cubed Investments, LLC | 4,770 | $374.3K | 0.02% | −146−3.0% | Reduced |
| Mill Capital Management, LLC | 4,824 | $378.5K | 0.03% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,843 | $380.0K | 0.00% | +930+23.8% | Added |
| Rehmann Capital Advisory Group | 4,844 | $380.1K | 0.03% | +421+9.5% | Added |
| Inspirion Wealth Advisors, LLC | 4,868 | $381.9K | 0.06% | +3+0.1% | Added |
| Partnership Wealth Management, LLC | 4,900 | $384.5K | 0.28% | 00.0% | Unchanged |
| Sym Financial Corp | 4,903 | $384.7K | 0.06% | +4,903 | New |
| Aviva PLC | 4,922 | $386.2K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 4,971 | $390.0K | 0.08% | −803−13.9% | Reduced |
| Hudock, Inc. | 4,985 | $391.2K | 0.07% | +4+0.1% | Added |
| Confluence Wealth Services, Inc. | 4,997 | $392.1K | 0.03% | +4,997 | New |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $394.9K | 0.06% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,038 | $395.3K | 0.02% | −161−3.1% | Reduced |
| Old Second National Bank of Aurora | 5,074 | $398.1K | 0.10% | −100−1.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $398.5K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,081 | $398.7K | 0.00% | +832+19.6% | Added |
| Peak Financial Advisors LLC | 5,125 | $402.1K | 0.23% | +5,125 | New |
| Oarsman Capital, Inc. | 5,194 | $407.5K | 0.09% | −300−5.5% | Reduced |
| Private Trust Co NA | 5,237 | $410.9K | 0.04% | +928+21.5% | Added |
| Blossom Wealth Management | 5,248 | $411.8K | 0.90% | +203+4.0% | Added |
| Boston Family Office LLC | 5,251 | $412.0K | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,280 | $414.3K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,293 | $415.3K | 0.00% | +3,123+143.9% | Added |
| Capula Management Ltd | 5,321 | $417.5K | 0.00% | +5,321 | New |
| Krane Funds Advisors LLC | 5,326 | $417.9K | 0.02% | −99−1.8% | Reduced |
| Mission Wealth Management, LP | 5,346 | $419.5K | 0.01% | −245−4.4% | Reduced |
| Thrive Wealth Management, LLC | 5,387 | $422.7K | 0.08% | +2,189+68.4% | Added |
| Hutner Capital Management Inc | 5,427 | $425.8K | 0.23% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,448 | $427.5K | 0.02% | −908−14.3% | Reduced |
| Boothbay Fund Management, LLC | 5,450 | $427.6K | 0.01% | +5,450 | New |
| Financial Advisory Partners, LLC | 5,494 | $431.1K | 0.16% | −650−10.6% | Reduced |
| Vinva Investment Management Ltd | 5,538 | $434.5K | 0.02% | +5,538 | New |
| Signaturefd, LLC | 5,560 | $436.2K | 0.01% | +524+10.4% | Added |
| Advisor OS, LLC | 5,577 | $437.6K | 0.05% | +364+7.0% | Added |
| PAX Financial Group, LLC | 5,590 | $438.6K | 0.09% | +248+4.6% | Added |
| National Asset Management, Inc. | 5,614 | $440.5K | 0.01% | −1,262−18.4% | Reduced |
| Chicago Capital, LLC | 5,638 | $442.4K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,643 | $442.8K | 0.02% | +494+9.6% | Added |
| Spinnaker Trust | 5,648 | $443.1K | 0.03% | −20−0.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,650 | $443.3K | 0.01% | +280+5.2% | Added |
| Intrua Financial, LLC | 5,665 | $444.5K | 0.07% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 5,693 | $446.6K | 0.01% | +3+0.1% | Added |
| EP Wealth Advisors, LLC | 5,717 | $448.6K | 0.00% | +1,485+35.1% | Added |
| LVZ Advisors, Inc. | 5,728 | $449.4K | 0.06% | −50−0.9% | Reduced |
| Paradigm Financial Partners, LLC | 5,763 | $452.1K | 0.07% | +273+5.0% | Added |
| Daymark Wealth Partners, LLC | 5,791 | $454.3K | 0.02% | −56−1.0% | Reduced |
| Nebula Research & Development LLC | 5,814 | $456.2K | 0.07% | −846−12.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,855 | $459.4K | 0.02% | −666−10.2% | Reduced |
| Horizon Investments, LLC | 5,864 | $460.1K | 0.01% | +88+1.5% | Added |
| MGB Wealth Management, LLC | 5,714 | $461.3K | 0.17% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,893 | $462.4K | 0.01% | +355+6.4% | Added |
| City State Bank | 5,953 | $467.1K | 0.19% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,980 | $469.2K | 0.01% | −319−5.1% | Reduced |
| Summit Financial, LLC | 6,000 | $470.8K | 0.02% | +777+14.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,005 | $471.2K | 0.01% | −1,359−18.5% | Reduced |
| Resources Management Corp | 6,022 | $472.0K | 0.07% | −2,035−25.3% | Reduced |
| Ieq Capital, LLC | 6,016 | $472.0K | 0.01% | +900+17.6% | Added |
| Bradley Foster & Sargent Inc | 6,047 | $474.4K | 0.01% | +117+2.0% | Added |
| Citizens Financial Group Inc | 6,086 | $477.5K | 0.01% | −20.0% | Reduced |
| Drake & Associates, LLC | 6,096 | $478.3K | 0.17% | +114+1.9% | Added |
| Ransom Advisory, Ltd | 6,118 | $480.0K | 0.24% | +100+1.7% | Added |
| HRT Financial LP | 6,270 | $491.0K | 0.00% | −5,119−44.9% | Reduced |
| SPC Financial, Inc. | 6,279 | $492.6K | 0.05% | +29+0.5% | Added |
| Bridges Investment Management Inc | 6,325 | $496.3K | 0.01% | +325+5.4% | Added |
| Buckley Wealth Management, LLC | 6,329 | $496.6K | 0.16% | −20.0% | Reduced |
| Farther Finance Advisors, LLC | 6,427 | $499.3K | 0.02% | +1,055+19.6% | Added |
| Pearl River Capital, LLC | 6,367 | $499.6K | 0.08% | +6,367 | New |
| Alaska Permanent Fund Corp | 5,825 | $501.3K | 0.01% | +53+0.9% | Added |
| Voya Financial Advisors, Inc. | 6,398 | $501.9K | 0.06% | +6,398 | New |
| TBH Global Asset Management, LLC | 6,419 | $503.7K | 0.11% | −535−7.7% | Reduced |
| Weaver Capital Management LLC | 6,425 | $504.1K | 0.16% | −1,523−19.2% | Reduced |
| Ti-Trust, Inc | 6,430 | $504.5K | 0.39% | 00.0% | Unchanged |
| Advisors Management Group Inc | 6,471 | $508.0K | 0.13% | +24+0.4% | Added |
| Meeder Advisory Services, Inc. | 6,569 | $515.4K | 0.04% | +1,193+22.2% | Added |
| Paragon Private Wealth Management, LLC | 6,607 | $518.4K | 0.29% | +197+3.1% | Added |
| Marcum Wealth, LLC | 6,618 | $519.2K | 0.05% | +1,866+39.3% | Added |
| Elevated Capital Advisors, LLC | 6,698 | $525.5K | 0.15% | +6,698 | New |
| Fox Run Management, L.L.C. | 6,727 | $527.8K | 0.10% | +6,727 | New |
| Vestmark Advisory Solutions, Inc. | 6,735 | $528.4K | 0.02% | +33+0.5% | Added |
| MPS Loria Financial Planners, LLC | 6,739 | $528.8K | 0.17% | +35+0.5% | Added |
| Oak Thistle LLC | 6,811 | $534.4K | 0.40% | +6,811 | New |
| Gradient Investments LLC | 6,824 | $535.4K | 0.01% | +5,069+288.8% | Added |
| Integrated Advisors Network LLC | 6,852 | $537.6K | 0.03% | +29+0.4% | Added |
| SpiderRock Advisors, LLC | 6,867 | $538.8K | 0.01% | −7,699−52.9% | Reduced |
| Venturi Wealth Management, LLC | 6,998 | $549.1K | 0.03% | −318−4.3% | Reduced |
| NewEdge Wealth, LLC | 7,040 | $552.3K | 0.01% | −86−1.2% | Reduced |
| Investment Management Corp of Ontario | 7,062 | $554.1K | 0.01% | +2,000+39.5% | Added |
| Carnegie Capital Asset Management, LLC | 7,070 | $554.7K | 0.02% | +7,070 | New |
| Trust Co of Toledo NA | 7,089 | $556.2K | 0.08% | −400−5.3% | Reduced |
| Stephenson National Bank & Trust | 7,096 | $556.8K | 0.19% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,106 | $557.5K | 0.01% | −514−6.7% | Reduced |