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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 775 | $60.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 759 | $60.0K | 0.00% | +250+49.1% | Added |
| Ostrum Asset Management | 741 | $58.1K | 0.01% | −6,854−90.2% | Reduced |
| Central Pacific Bank - Trust Division | 741 | $58.1K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 740 | $58.1K | 0.03% | +90+13.8% | Added |
| Strengthening Families & Communities, LLC | 708 | $56.0K | 0.02% | +67+10.5% | Added |
| Avalon Trust Co | 700 | $54.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 697 | $54.7K | 0.00% | +31+4.7% | Added |
| TruNorth Capital Management, LLC | 690 | $54.1K | 0.02% | +365+112.3% | Added |
| Spire Wealth Management | 682 | $53.5K | 0.00% | +107+18.6% | Added |
| NBC Securities, Inc. | 679 | $53.0K | 0.00% | −39−5.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 665 | $52.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 644 | $50.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 630 | $49.4K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 627 | $49.2K | 0.00% | +627 | New |
| Headlands Technologies LLC | 624 | $49.0K | 0.01% | −923−59.7% | Reduced |
| Manchester Capital Management LLC | 616 | $48.3K | 0.01% | +463+302.6% | Added |
| Hollencrest Capital Management | 612 | $48.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 617 | $48.0K | 0.00% | +64+11.6% | Added |
| Prestige Wealth Management Group LLC | 607 | $47.6K | 0.01% | −41−6.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $47.1K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 600 | $47.1K | 0.01% | +600 | New |
| Trust Co of Vermont | 598 | $46.9K | 0.00% | −56−8.6% | Reduced |
| Parkside Financial Bank & Trust | 597 | $46.8K | 0.01% | +83+16.1% | Added |
| SYSTM Wealth Solutions LLC | 588 | $46.1K | 0.01% | −269−31.4% | Reduced |
| Anchor Investment Management, LLC | 587 | $46.1K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $45.5K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $45.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 578 | $45.0K | 0.01% | +51+9.7% | Added |
| Washington Trust Co | 572 | $44.9K | 0.00% | +19+3.4% | Added |
| SRS Capital Advisors, Inc. | 568 | $44.6K | 0.00% | +555+4,269.2% | Added |
| CNB Bank | 566 | $44.4K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 558 | $43.8K | 0.03% | +558 | New |
| Sugarloaf Wealth Management, LLC | 553 | $43.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 490 | $43.2K | 0.01% | +490 | New |
| Cherry Tree Wealth Management, LLC | 548 | $43.0K | 0.01% | +27+5.2% | Added |
| Gen-Wealth Partners Inc | 544 | $42.7K | 0.02% | +10+1.9% | Added |
| Barrett & Company, Inc. | 540 | $42.4K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 539 | $42.3K | 0.01% | −20−3.6% | Reduced |
| ESL Trust Services, LLC | 530 | $41.6K | 0.01% | +79+17.5% | Added |
| Salem Investment Counselors Inc | 518 | $40.6K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 515 | $40.4K | 0.02% | +6+1.2% | Added |
| Bruce G. Allen Investments, LLC | 511 | $40.1K | 0.03% | −32−5.9% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $37.7K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 464 | $36.4K | 0.02% | +464 | New |
| Piscataqua Savings Bank | 459 | $36.0K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 452 | $35.5K | 0.01% | +40+9.7% | Added |
| Essex Investment Management Co LLC | 430 | $33.7K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 427 | $33.5K | 0.01% | +117+37.7% | Added |
| Laurel Wealth Advisors LLC | 426 | $33.4K | 0.01% | −15−3.4% | Reduced |
| Colonial Trust Co | 426 | $33.4K | 0.01% | +16+3.9% | Added |
| Deseret Mutual Benefit Administrators | 425 | $33.3K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 422 | $32.8K | 0.00% | −72−14.6% | Reduced |
| Maryland Capital Advisors Inc. | 418 | $32.8K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 411 | $32.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 398 | $31.2K | 0.01% | −32−7.4% | Reduced |
| William B. Walkup & Associates, Inc. | 398 | $31.2K | 0.02% | +398 | New |
| Olistico Wealth, LLC | 372 | $29.2K | 0.02% | +372 | New |
| Sound Income Strategies, LLC | 363 | $28.5K | 0.00% | −12−3.2% | Reduced |
| Pinnacle Financial Partners Inc | 328 | $26.9K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $26.9K | 0.02% | 00.0% | Unchanged |
| Trust Co | 338 | $26.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $26.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 343 | $26.0K | 0.00% | −50−12.7% | Reduced |
| Peoples Financial Services Corp. | 326 | $25.6K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 321 | $25.2K | 0.00% | +118+58.1% | Added |
| Covestor Ltd | 314 | $25.0K | 0.02% | +123+64.4% | Added |
| Northwest Bank & Trust Co | 300 | $23.5K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 282 | $23.0K | 0.01% | +1+0.4% | Added |
| Silvant Capital Management LLC | 290 | $22.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 280 | $22.0K | 0.01% | −19−6.4% | Reduced |
| Atlantic Private Wealth, LLC | 277 | $21.8K | 0.02% | +3+1.1% | Added |
| Asset Dedication, LLC | 276 | $21.7K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 267 | $20.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 258 | $20.3K | 0.00% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 256 | $20.1K | 0.00% | +73+39.9% | Added |
| Arrow Financial Corp | 250 | $19.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $18.8K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 230 | $18.0K | 0.01% | +3+1.3% | Added |
| Stephens Consulting, LLC | 228 | $17.9K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $17.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 230 | $17.9K | 0.01% | −571−71.3% | Reduced |
| Atticus Wealth Management, LLC | 220 | $17.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 206 | $16.2K | 0.00% | +100+94.3% | Added |
| Family Firm, Inc. | 206 | $16.1K | 0.00% | +206 | New |
| VisionPoint Advisory Group, LLC | 205 | $16.1K | 0.01% | +183+831.8% | Added |
| MV Capital Management, Inc. | 184 | $14.4K | 0.00% | +16+9.5% | Added |
| Cornerstone Planning Group LLC | 150 | $13.2K | 0.00% | −47−23.9% | Reduced |
| First Community Trust NA | 166 | $13.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 162 | $12.7K | 0.00% | −55−25.3% | Reduced |
| HHM Wealth Advisors, LLC | 160 | $12.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 145 | $11.4K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 124 | $10.6K | 0.00% | −23−15.6% | Reduced |
| WR Wealth Planners, LLC | 134 | $10.5K | 0.00% | +15+12.6% | Added |
| GHP Investment Advisors, Inc. | 131 | $10.3K | 0.00% | +131 | New |
| Rogco, LP | 126 | $9.89K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 126 | $9.89K | 0.01% | +126 | New |
| CGC Financial Services, LLC | 120 | $9.41K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 116 | $9.10K | 0.00% | +116 | New |
| DHJJ Financial Advisors, Ltd. | 112 | $8.79K | 0.00% | 00.0% | Unchanged |