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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 7,142 | $560.4K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 7,164 | $562.1K | 0.05% | −51−0.7% | Reduced |
| Axq Capital, LP | 7,244 | $568.4K | 0.13% | +7,244 | New |
| Allworth Financial LP | 6,998 | $570.7K | 0.00% | −4,688−40.1% | Reduced |
| Investment House LLC | 7,300 | $572.8K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,356 | $577.2K | 0.02% | +838+12.9% | Added |
| Csenge Advisory Group | 7,406 | $581.0K | 0.03% | +424+6.1% | Added |
| Proequities, Inc. | 7,460 | $585.3K | 0.04% | +745+11.1% | Added |
| Winch Advisory Services, LLC | 7,473 | $586.4K | 0.17% | +39+0.5% | Added |
| Davenport & Co LLC | 7,569 | $593.9K | 0.00% | +147+2.0% | Added |
| Triangle Securities Wealth Management | 7,598 | $596.1K | 0.17% | +1,795+30.9% | Added |
| Donoghue Forlines LLC | 7,602 | $596.5K | 0.17% | +7,602 | New |
| Kingswood Wealth Advisors, LLC | 7,614 | $597.5K | 0.05% | +1,681+28.3% | Added |
| Petrus Trust Company, LTA | 7,651 | $600.3K | 0.06% | +2,507+48.7% | Added |
| Tokio Marine Asset Management Co Ltd | 7,679 | $602.5K | 0.03% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 7,732 | $606.7K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,778 | $610.3K | 0.01% | −42,634−84.6% | Reduced |
| RSM US Wealth Management LLC | 7,930 | $617.2K | 0.01% | +7,930 | New |
| SageView Advisory Group, LLC | 7,885 | $618.6K | 0.03% | +7,885 | New |
| Simplicity Wealth,LLC | 7,896 | $619.5K | 0.01% | +165+2.1% | Added |
| Bleakley Financial Group, LLC | 7,898 | $619.7K | 0.02% | +131+1.7% | Added |
| My Legacy Advisors, LLC | 7,930 | $622.2K | 0.20% | +605+8.3% | Added |
| North Star Investment Management Corp. | 7,932 | $622.4K | 0.05% | −3,000−27.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $623.1K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,951 | $623.9K | 0.02% | −1,365−14.7% | Reduced |
| McDonald Partners LLC | 7,972 | $625.5K | 0.17% | +153+2.0% | Added |
| Beaton Management Co. Inc. | 7,988 | $627.0K | 0.34% | 00.0% | Unchanged |
| MAI Capital Management | 7,999 | $627.6K | 0.01% | +938+13.3% | Added |
| Wesbanco Bank Inc | 8,005 | $628.1K | 0.02% | +1,136+16.5% | Added |
| Greenleaf Trust | 8,017 | $629.0K | 0.01% | −355−4.2% | Reduced |
| Central Trust Co | 8,068 | $633.0K | 0.02% | −2,047−20.2% | Reduced |
| Exchange Traded Concepts, LLC | 8,090 | $634.7K | 0.02% | +387+5.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $635.8K | 0.04% | −48−0.6% | Reduced |
| We Are One Seven, LLC | 8,170 | $641.0K | 0.03% | +2,262+38.3% | Added |
| Vantage Financial Partners, LLC | 8,189 | $642.5K | 0.17% | −1,100−11.8% | Reduced |
| Searle & Co. | 8,200 | $643.4K | 0.15% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,226 | $645.4K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 8,256 | $647.8K | 0.11% | +8,256 | New |
| Scientech Research LLC | 8,368 | $656.6K | 0.14% | +2,210+35.9% | Added |
| Everence Capital Management Inc | 7,950 | $657.0K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $660.2K | 0.03% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,507 | $667.4K | 0.09% | +6+0.1% | Added |
| FineMark National Bank & Trust | 8,588 | $673.8K | 0.02% | −150−1.7% | Reduced |
| Chicago Trust Co NA | 8,659 | $679.4K | 0.14% | +300+3.6% | Added |
| Chelsea Counsel Co | 8,672 | $680.4K | 0.34% | 00.0% | Unchanged |
| Claro Advisors LLC | 8,775 | $688.5K | 0.11% | −340−3.7% | Reduced |
| Resources Investment Advisors, LLC. | 8,817 | $691.7K | 0.01% | +1,555+21.4% | Added |
| Sigma Planning Corp | 8,889 | $697.4K | 0.02% | +2,231+33.5% | Added |
| Teza Capital Management LLC | 8,906 | $698.8K | 0.09% | +8,906 | New |
| Valmark Advisers, Inc. | 8,934 | $700.9K | 0.01% | −97−1.1% | Reduced |
| Bridgefront Capital, LLC | 9,115 | $715.2K | 0.30% | +9,115 | New |
| Prospera Financial Services Inc | 9,128 | $716.3K | 0.02% | −497−5.2% | Reduced |
| Wealth Alliance | 9,162 | $718.8K | 0.09% | +781+9.3% | Added |
| Johnson Financial Group, Inc. | 9,304 | $730.0K | 0.04% | +5,209+127.2% | Added |
| Fiduciary Trust Co | 9,313 | $730.7K | 0.01% | −100−1.1% | Reduced |
| Fullcircle Wealth LLC | 8,754 | $731.5K | 0.36% | +8,754 | New |
| Nomura Holdings Inc | 9,339 | $732.7K | 0.00% | +6,820+270.7% | Added |
| Avantax Planning Partners, Inc. | 9,348 | $733.4K | 0.02% | +269+3.0% | Added |
| Illinois Municipal Retirement Fund | 9,363 | $734.6K | 0.01% | −4,660−33.2% | Reduced |
| Global Retirement Partners, LLC | 9,386 | $736.4K | 0.02% | +4,546+93.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,432 | $740.0K | 0.01% | −142−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 9,444 | $741.0K | 0.02% | +2,427+34.6% | Added |
| Romano Brothers and Company | 9,453 | $741.7K | 0.10% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,390 | $742.4K | 0.03% | +942+11.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,504 | $745.7K | 0.78% | −5−0.1% | Reduced |
| Johnson Investment Counsel Inc | 9,521 | $747.0K | 0.01% | −65−0.7% | Reduced |
| Bank & Trust Co | 9,533 | $748.0K | 0.63% | +9,533 | New |
| Apollon Wealth Management, LLC | 9,583 | $751.9K | 0.02% | −122−1.3% | Reduced |
| American State Bank (Iowa) | 9,584 | $752.0K | 0.48% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 9,614 | $754.3K | 0.71% | +9,614 | New |
| Lockheed Martin Investment Management Co | 9,700 | $761.1K | 0.04% | −6,600−40.5% | Reduced |
| Geneos Wealth Management Inc. | 9,725 | $763.0K | 0.03% | +2,542+35.4% | Added |
| Aviso Financial Inc. | 9,747 | $764.6K | 0.04% | +9,747 | New |
| Simplex Trading, LLC | 9,753 | $765.0K | 0.02% | −4,216−30.2% | Reduced |
| Wealthspire Advisors, LLC | 9,758 | $765.6K | 0.01% | +975+11.1% | Added |
| PFG Investments, LLC | 9,781 | $767.4K | 0.05% | +60+0.6% | Added |
| Verition Fund Management LLC | 9,788 | $768.0K | 0.01% | +9,788 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,051 | $788.6K | 0.02% | +41+0.4% | Added |
| Inceptionr LLC | 10,054 | $788.8K | 0.22% | +7,321+267.9% | Added |
| NEOS Investment Management LLC | 10,128 | $794.6K | 0.03% | +2,988+41.8% | Added |
| IFP Advisors, Inc | 10,149 | $796.3K | 0.03% | +1,967+24.0% | Added |
| Brass Tax Wealth Management, Inc | 10,180 | $798.7K | 0.16% | +6,096+149.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,187 | $799.3K | 0.05% | −223−2.1% | Reduced |
| Portside Wealth Group, LLC | 10,304 | $808.5K | 0.15% | −79−0.8% | Reduced |
| Veriti Management LLC | 10,422 | $817.7K | 0.05% | +3,157+43.5% | Added |
| Tiaa Trust, National Association | 10,434 | $818.7K | 0.00% | −1,078−9.4% | Reduced |
| Hendershot Investments Inc. | 10,446 | $819.6K | 0.12% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,621 | $833.3K | 0.13% | +198+1.9% | Added |
| FORA Capital, LLC | 10,623 | $833.5K | 0.10% | −25,711−70.8% | Reduced |
| Independent Financial Group, LLC | 10,651 | $835.7K | 0.03% | +1,108+11.6% | Added |
| Empirical Finance, LLC | 10,655 | $836.0K | 0.05% | −734−6.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,831 | $850.0K | 0.01% | −3,398−23.9% | Reduced |
| Brown Capital Management LLC | 10,868 | $852.7K | 0.02% | +544+5.3% | Added |
| Venture Visionary Partners LLC | 10,875 | $853.3K | 0.04% | +20.0% | Added |
| GAMMA Investing LLC | 10,877 | $853.4K | 0.12% | +1,933+21.6% | Added |
| Ronald Blue Trust, Inc. | 10,394 | $853.5K | 0.01% | +1,425+15.9% | Added |
| HM Payson & Co | 10,918 | $856.6K | 0.02% | +50.0% | Added |
| Sciencast Management LP | 11,127 | $873.0K | 0.30% | −12,611−53.1% | Reduced |
| Trueblood Wealth Management, LLC | 11,206 | $879.2K | 0.50% | −465−4.0% | Reduced |
| PFW Advisors LLC | 11,277 | $884.8K | 0.28% | +101+0.9% | Added |