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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.

Institutional holdersQ2 2024: 1,076 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ2 2024: $19.3B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Nicolet Bankshares Inc21,839$1.71M0.42%−118−0.5%Reduced
Dai-Ichi Life Insurance Company, Ltd21,934$1.72M0.04%−33,122−60.2%Reduced
Walleye Capital LLC22,117$1.74M0.02%+21,577+3,995.7%Added
Captrust Financial Advisors22,374$1.76M0.01%−3,920−14.9%Reduced
Thrivent Financial for Lutherans22,397$1.76M0.00%−1,403−5.9%Reduced
MBB Public Markets I LLC22,970$1.80M0.04%+22,970New
Oppenheimer & Co Inc23,099$1.81M0.03%+1,298+6.0%Added
Broadwater Capital Management LLC23,650$1.86M1.43%−520−2.2%Reduced
Bayesian Capital Management, LP23,700$1.86M0.21%+23,700New
Wiley Bros.-Aintree Capital, LLC23,752$1.86M0.08%+23,752New
Kentucky Retirement Systems23,799$1.87M0.05%−156−0.7%Reduced
Wealthfront Advisers LLC23,853$1.87M0.01%+905+3.9%Added
Semmax Financial Advisors Inc.21,017$1.88M0.56%+21,017New
Premier Fund Managers Ltd24,000$1.88M0.08%+4,000+20.0%Added
Maryland State Retirement & Pension System24,095$1.89M0.03%00.0%Unchanged
PEAK6 Investments LLC24,228$1.90M0.09%+18,319+310.0%Added
Mizuho Securities USA LLC24,348$1.91M0.04%+24,348New
Mesirow Financial Investment Management, Inc.24,401$1.91M0.04%−71−0.3%Reduced
Gries Financial LLC24,566$1.93M0.40%+24,566New
Federated Hermes, Inc.24,734$1.94M0.00%+9,590+63.3%Added
Mitchell & Pahl Private Wealth, LLC24,858$1.95M1.03%+97+0.4%Added
Teachers Retirement System of the State of Kentucky25,033$1.96M0.02%−765−3.0%Reduced
Ameritas Advisory Services, LLC25,110$1.97M0.07%+405+1.6%Added
UniSuper Management Pty Ltd25,241$1.98M0.02%+9,945+65.0%Added
Shakespeare Wealth Management, Inc.25,345$1.99M0.57%+76+0.3%Added
Meyer Handelman Co25,550$2.00M0.07%−2,190−7.9%Reduced
Meiji Yasuda Asset Management Co Ltd.25,677$2.01M0.08%+546+2.2%Added
Kestra Private Wealth Services, LLC25,679$2.01M0.04%−130−0.5%Reduced
Pathstone Holdings, LLC25,945$2.04M0.01%+1,157+4.7%Added
D. E. Shaw & Co., Inc.25,956$2.04M0.00%−776,238−96.8%Reduced
Mercer Global Advisors Inc25,984$2.04M0.01%−858−3.2%Reduced
Gulf International Bank (UK) Ltd26,140$2.05M0.05%00.0%Unchanged
KBC Group NV26,155$2.05M0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC26,326$2.07M0.02%−2,287−8.0%Reduced
Alberta Investment Management Corp26,400$2.07M0.02%+18,300+225.9%Added
Keybank National Association26,435$2.07M0.01%−7,082−21.1%Reduced
Level Four Advisory Services, LLC26,500$2.08M0.09%+26,500New
Oregon Public Employees Retirement Fund27,093$2.13M0.04%+100+0.4%Added
Wellington Management Group LLP27,162$2.13M0.00%−1,270−4.5%Reduced
Mackenzie Financial Corp27,231$2.14M0.00%−167−0.6%Reduced
Kestra Advisory Services, LLC27,326$2.14M0.01%−10,915−28.5%Reduced
Northwestern Mutual Wealth Management Co27,425$2.15M0.00%+2,333+9.3%Added
Rothschild Investment LLC27,566$2.16M0.15%+242+0.9%Added
Harbour Investments, Inc.27,578$2.16M0.07%+377+1.4%Added
Private Advisor Group, LLC27,621$2.17M0.01%+2,363+9.4%Added
Assetmark, Inc27,663$2.17M0.01%+1,329+5.0%Added
Aquila Investment Management LLC28,000$2.20M2.06%00.0%Unchanged
Brown Advisory Inc28,101$2.20M0.00%−1,238−4.2%Reduced
Diversified Trust Co28,166$2.21M0.06%+23,067+452.4%Added
Lantz Financial LLC28,270$2.22M0.69%−184−0.6%Reduced
Reaves W H & Co Inc28,300$2.22M0.07%00.0%Unchanged
Quest Partners LLC28,420$2.23M0.30%+28,415+568,300.0%Added
Penobscot Investment Management Company, Inc.28,761$2.26M0.22%+45+0.2%Added
Bokf, NA28,837$2.26M0.04%−542−1.8%Reduced
HighPoint Advisor Group LLC26,793$2.29M0.14%+3,700+16.0%Added
Global Trust Asset Management, LLC29,428$2.31M0.93%00.0%Unchanged
Dynamic Technology Lab Private Ltd29,442$2.31M0.26%+24,465+491.6%Added
RFG Advisory, LLC29,446$2.31M0.08%+7,640+35.0%Added
Lazard Asset Management LLC29,525$2.32M0.00%+29,472+55,607.5%Added
Journey Advisory Group, LLC29,599$2.32M0.28%+2,835+10.6%Added
Leavell Investment Management, Inc.29,602$2.32M0.13%−28−0.1%Reduced
Magnetar Financial LLC30,080$2.36M0.05%+30,080New
Belpointe Asset Management LLC30,210$2.37M0.17%+10,728+55.1%Added
Steward Partners Investment Advisory, LLC30,495$2.39M0.03%+252+0.8%Added
Sit Investment Associates Inc30,700$2.41M0.06%−6,775−18.1%Reduced
Public Employees Retirement Association of Colorado30,731$2.41M0.01%−12,930−29.6%Reduced
Cincinnati Casualty Co31,000$2.43M1.33%00.0%Unchanged
Robeco Institutional Asset Management B.V.31,084$2.44M0.01%+26,402+563.9%Added
First American Bank31,163$2.45M0.18%+254+0.8%Added
Hennion & Walsh Asset Management, Inc.31,449$2.47M0.13%−663−2.1%Reduced
Farmers & Merchants Investments Inc31,518$2.47M0.08%−4,000−11.3%Reduced
Regions Financial Corp31,897$2.50M0.02%+683+2.2%Added
Rockefeller Capital Management L.P.32,216$2.53M0.01%−14,341−30.8%Reduced
United Capital Management of KS, Inc.32,252$2.53M0.56%+1,479+4.8%Added
Somerset Trust Co32,740$2.57M1.05%+397+1.2%Added
Second Half Financial Partners, LLC33,196$2.60M2.09%−776−2.3%Reduced
Alta Capital Management LLC33,532$2.63M0.17%+967+3.0%Added
Alliance Wealth Advisors, LLC34,212$2.68M0.79%+1,488+4.5%Added
Rafferty Asset Management, LLC34,276$2.69M0.01%−2,018−5.6%Reduced
State of Alaska, Department of Revenue34,350$2.69M0.03%+140+0.4%Added
Daiwa Securities Group Inc.34,519$2.71M0.01%+3,217+10.3%Added
Avantax Advisory Services, Inc.34,739$2.73M0.02%−4,758−12.0%Reduced
N.E.W. Advisory Services LLC34,796$2.73M0.29%−1,293−3.6%Reduced
Empowered Funds, LLC35,330$2.77M0.05%+4,538+14.7%Added
Prosperity Consulting Group, LLC35,648$2.80M0.38%−16,471−31.6%Reduced
Cresset Asset Management, LLC36,074$2.83M0.01%+3,236+9.9%Added
Cerity Partners LLC36,429$2.86M0.01%−13,943−27.7%Reduced
Meritage Portfolio Management36,908$2.90M0.18%−841−2.2%Reduced
Ashton Thomas Private Wealth, LLC37,162$2.92M0.16%+10,884+41.4%Added
KLCM Advisors, Inc.37,200$2.92M0.36%+1,258+3.5%Added
Bank of Nova Scotia37,300$2.93M0.01%−8,725−19.0%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management37,796$2.97M0.09%+54+0.1%Added
Two Sigma Advisers, LP38,400$3.01M0.01%−104,800−73.2%Reduced
Schroder Investment Management Group38,680$3.03M0.00%+482+1.3%Added
Prudential PLC38,793$3.04M0.02%+16,800+76.4%Added
Sumitomo Mitsui DS Asset Management Company, Ltd39,202$3.08M0.04%+639+1.7%Added
Andra AP-fonden39,300$3.08M0.05%+39,300New
Richard C. Young & CO., LTD.39,332$3.09M0.38%−1,138−2.8%Reduced
Credit Agricole S A39,469$3.10M0.02%+19,676+99.4%Added
Morton Community Bank39,720$3.12M0.88%+2,370+6.3%Added