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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 11,305 | $887.0K | 0.19% | 00.0% | Unchanged |
| Norinchukin Bank, The | 11,374 | $892.4K | 0.03% | +874+8.3% | Added |
| Merit Financial Group, LLC | 11,402 | $894.6K | 0.02% | +420+3.8% | Added |
| QRG Capital Management, Inc. | 11,462 | $899.3K | 0.01% | +19+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,511 | $903.0K | 0.00% | −5,086−30.6% | Reduced |
| Banque Cantonale Vaudoise | 11,574 | $908.0K | 0.04% | +3,194+38.1% | Added |
| Paloma Partners Management Co | 11,582 | $908.7K | 0.08% | +5,000+76.0% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $911.9K | 0.79% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,740 | $916.0K | 0.01% | −479−3.9% | Reduced |
| iA Global Asset Management Inc. | 11,714 | $919.0K | 0.02% | +11,714 | New |
| Prairie Sky Financial Group LLC | 11,736 | $920.8K | 0.57% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 11,745 | $921.5K | 0.43% | +1,685+16.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 11,849 | $929.7K | 0.24% | +301+2.6% | Added |
| Integrated Wealth Concepts LLC | 11,928 | $935.9K | 0.01% | +83+0.7% | Added |
| Icon Wealth Advisors, LLC | 10,954 | $942.7K | 0.08% | −689−5.9% | Reduced |
| Frank, Rimerman Advisors LLC | 12,123 | $951.2K | 0.07% | +12,123 | New |
| Hantz Financial Services, Inc. | 12,294 | $965.0K | 0.02% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,375 | $970.9K | 0.04% | −1,305−9.5% | Reduced |
| Landaas & Co | 12,374 | $971.0K | 0.30% | −57−0.5% | Reduced |
| Ethic Inc. | 12,563 | $985.7K | 0.02% | −437−3.4% | Reduced |
| Legacy Private Trust Co. | 12,563 | $985.7K | 0.07% | −85−0.7% | Reduced |
| BKM Wealth Management, LLC | 12,673 | $994.3K | 0.48% | −4,489−26.2% | Reduced |
| Raymond James Trust N.A. | 12,724 | $998.3K | 0.02% | +817+6.9% | Added |
| Mather Group, LLC. | 12,181 | $1.00M | 0.01% | +11,133+1,062.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,792 | $1.00M | 0.38% | +410+3.3% | Added |
| Marks Group Wealth Management, Inc | 12,907 | $1.01M | 0.11% | +12,907 | New |
| Conning Inc. | 12,914 | $1.01M | 0.04% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 13,040 | $1.02M | 0.46% | −266−2.0% | Reduced |
| Atria Wealth Solutions, Inc. | 13,199 | $1.04M | 0.01% | +2,151+19.5% | Added |
| Rakuten Investment Management, Inc. | 13,443 | $1.05M | 0.01% | +4,961+58.5% | Added |
| Kesler, Norman & Wride, LLC | 13,493 | $1.06M | 0.22% | −4,977−26.9% | Reduced |
| South Dakota Investment Council | 13,566 | $1.06M | 0.02% | −14−0.1% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.08M | 0.24% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 13,818 | $1.08M | 0.04% | −74−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,854 | $1.09M | 0.01% | −84,543−85.9% | Reduced |
| Quantinno Capital Management LP | 14,151 | $1.11M | 0.02% | −14,705−51.0% | Reduced |
| Stock Yards Bank & Trust Co | 14,157 | $1.11M | 0.04% | −1,558−9.9% | Reduced |
| Dana Investment Advisors, Inc. | 14,169 | $1.11M | 0.04% | −3,319−19.0% | Reduced |
| Brevan Howard Capital Management LP | 14,189 | $1.11M | 0.07% | +14,189 | New |
| Schmidt P J Investment Management Inc | 14,232 | $1.12M | 0.20% | −1,277−8.2% | Reduced |
| D.A. Davidson & Co. | 14,250 | $1.12M | 0.01% | +2,934+25.9% | Added |
| Machina Capital S.A.S. | 14,368 | $1.13M | 0.51% | +3,835+36.4% | Added |
| Parsons Capital Management Inc | 14,684 | $1.15M | 0.08% | −4,536−23.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14,946 | $1.17M | 0.36% | +14,946 | New |
| Nordea Investment Management AB | 15,142 | $1.18M | 0.00% | +742+5.2% | Added |
| Walleye Trading LLC | 15,192 | $1.19M | 0.02% | −5,859−27.8% | Reduced |
| Aquatic Capital Management LLC | 15,700 | $1.23M | 0.05% | −10,300−39.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.23M | 0.08% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,853 | $1.24M | 0.04% | 00.0% | Unchanged |
| Fox Hill Wealth Management | 15,873 | $1.25M | 0.76% | +709+4.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 14,950 | $1.26M | 0.26% | +2,455+19.6% | Added |
| Nations Financial Group Inc, | 16,038 | $1.26M | 0.10% | +584+3.8% | Added |
| TD Private Client Wealth LLC | 16,160 | $1.27M | 0.04% | −13,910−46.3% | Reduced |
| LVW Advisors, LLC | 16,203 | $1.27M | 0.19% | −4,872−23.1% | Reduced |
| Girard Partners Ltd. | 16,385 | $1.29M | 0.12% | +36+0.2% | Added |
| Spirit of America Management Corp | 16,750 | $1.31M | 0.27% | 00.0% | Unchanged |
| CWM, LLC | 16,860 | $1.32M | 0.01% | +234+1.4% | Added |
| Wedbush Securities Inc | 16,970 | $1.33M | 0.05% | +380+2.3% | Added |
| Sabal Trust CO | 16,986 | $1.33M | 0.08% | 00.0% | Unchanged |
| Readystate Asset Management LP | 16,991 | $1.33M | 0.06% | +16,991 | New |
| JT Stratford LLC | 17,234 | $1.35M | 0.25% | +2,497+16.9% | Added |
| Ascent Group, LLC | 17,278 | $1.36M | 0.11% | −1,500−8.0% | Reduced |
| Aurora Investment Counsel | 17,331 | $1.36M | 0.80% | −68−0.4% | Reduced |
| Profund Advisors LLC | 17,438 | $1.37M | 0.05% | +5,667+48.1% | Added |
| Qsemble Capital Management, LP | 17,715 | $1.39M | 0.26% | +17,715 | New |
| Atlantic Trust, LLC | 17,889 | $1.40M | 0.35% | +220+1.2% | Added |
| Louisiana State Employees Retirement System | 17,900 | $1.40M | 0.03% | −500−2.7% | Reduced |
| Securian Asset Management, Inc | 18,101 | $1.42M | 0.04% | −426−2.3% | Reduced |
| Twin Capital Management Inc | 18,192 | $1.43M | 0.17% | +1,816+11.1% | Added |
| Virtu Financial LLC | 18,202 | $1.43M | 0.10% | +18,202 | New |
| Pensionmark Financial Group, LLC | 18,230 | $1.43M | 0.09% | +10,314+130.3% | Added |
| Lido Advisors, LLC | 18,424 | $1.45M | 0.01% | +14,793+407.4% | Added |
| Ellenbecker Investment Group | 18,675 | $1.47M | 0.29% | +324+1.8% | Added |
| Caldwell Trust Co | 18,862 | $1.48M | 0.16% | −945−4.8% | Reduced |
| Cornerstone Advisors, LLC | 18,900 | $1.48M | 0.06% | −9,400−33.2% | Reduced |
| Associated Banc-Corp | 19,019 | $1.49M | 0.05% | +231+1.2% | Added |
| Westpac Banking Corp | 19,333 | $1.52M | 0.12% | −40,182−67.5% | Reduced |
| Blackhawk Capital Partners LLC. | 19,457 | $1.53M | 0.92% | +19,457 | New |
| apricus wealth, LLC | 19,515 | $1.53M | 1.09% | +4,440+29.5% | Added |
| Ameritas Investment Partners, Inc. | 19,554 | $1.53M | 0.05% | +657+3.5% | Added |
| Oppenheimer Asset Management Inc. | 19,569 | $1.54M | 0.02% | −485−2.4% | Reduced |
| Drucker Wealth 3.0, LLC | 19,611 | $1.54M | 0.41% | +19,611 | New |
| Metis Global Partners, LLC | 19,613 | $1.54M | 0.05% | +881+4.7% | Added |
| Motley Fool Wealth Management, LLC | 19,852 | $1.55M | 0.08% | −320−1.6% | Reduced |
| Principal Securities, Inc. | 20,205 | $1.59M | 0.04% | +8,276+69.4% | Added |
| Hartford Investment Management Co | 20,231 | $1.59M | 0.05% | −162−0.8% | Reduced |
| KCM Investment Advisors LLC | 20,246 | $1.59M | 0.06% | −1,193−5.6% | Reduced |
| M&T Bank Corp | 20,250 | $1.59M | 0.01% | −2,302−10.2% | Reduced |
| Savant Capital, LLC | 20,309 | $1.59M | 0.02% | −2,807−12.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,536 | $1.61M | 0.09% | +20,536 | New |
| Entropy Technologies, LP | 20,559 | $1.61M | 0.17% | −22,689−52.5% | Reduced |
| Concurrent Investment Advisors, LLC | 20,955 | $1.64M | 0.05% | −832−3.8% | Reduced |
| Vident Advisory, LLC | 21,110 | $1.66M | 0.05% | +3,092+17.2% | Added |
| Rodgers Brothers Inc. | 21,194 | $1.66M | 0.23% | +565+2.7% | Added |
| Flputnam Investment Management Co | 21,266 | $1.67M | 0.03% | +21,266 | New |
| JustInvest LLC | 21,456 | $1.68M | 0.03% | −2,009−8.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 21,509 | $1.69M | 0.37% | −748−3.4% | Reduced |
| Colony Group, LLC | 21,571 | $1.69M | 0.01% | +5,728+36.2% | Added |
| Independent Advisor Alliance | 21,728 | $1.70M | 0.06% | +1,438+7.1% | Added |
| Crossmark Global Holdings, Inc. | 21,780 | $1.71M | 0.03% | −1,971−8.3% | Reduced |