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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
Wiser Advisor Group LLC111$8.71K0.01%00.0%Unchanged
Sittner & Nelson, LLC107$8.36K0.00%00.0%Unchanged
Key Financial Inc106$8.32K0.00%00.0%Unchanged
Briaud Financial Planning, Inc114$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.99$8.00K0.00%+1+1.0%Added
Eagle Bay Advisors LLC100$7.88K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.100$7.85K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$7.85K0.00%00.0%Unchanged
Northwest Capital Management Inc95$7.43K0.00%00.0%Unchanged
Naples Money Management LLC90$6.99K0.01%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC89$6.98K0.00%−462−83.8%Reduced
MCF Advisors LLC87$6.83K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC83$6.51K0.00%+83New
Solstein Capital, LLC82$6.43K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC82$6.43K0.00%+43+110.3%Added
JFS Wealth Advisors, LLC81$6.36K0.00%−18−18.2%Reduced
Fortitude Family Office, LLC80$6.28K0.00%00.0%Unchanged
Investors Research Corp77$6.04K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC76$5.96K0.00%+76New
Coppell Advisory Solutions LLC69$5.41K0.00%+69New
Ruedi Wealth Management, Inc.68$5.33K0.00%+68New
LRI Investments, LLC67$5.26K0.00%−11−14.1%Reduced
Pingora Partners LLC65$5.10K0.00%00.0%Unchanged
South State Corp.65$5.10K0.00%+65New
Newbridge Financial Services Group, Inc.63$4.91K0.00%+36+133.3%Added
Mendota Financial Group, LLC60$4.71K0.00%00.0%Unchanged
Tucker Asset Management LLC59$4.63K0.00%+22+59.5%Added
Camelot Portfolios, LLC59$4.63K0.00%+59New
Voisard Asset Management Group, Inc.58$4.55K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC57$4.47K0.00%−47−45.2%Reduced
First Financial Corp57$4.47K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC54$4.24K0.00%+12+28.6%Added
McMahon Financial Advisors, LLC53$4.16K0.00%+53New
Sunbelt Securities, Inc.51$4.00K0.00%00.0%Unchanged
Abound Wealth Management49$3.85K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$3.14K0.00%00.0%Unchanged
Hallmark Capital Management Inc40$3.14K0.00%+40New
Keener Financial Planning LLC50$3.00K0.00%−74−59.7%Reduced
Capital Analysts, LLC38$3.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC38$2.98K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC37$2.90K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC34$2.67K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$2.67K0.00%00.0%Unchanged
McIlrath & Eck, LLC27$2.12K0.00%−34−55.7%Reduced
Penserra Capital Management LLC27$2.00K0.00%00.0%Unchanged
Avion Wealth30$2.00K0.00%+6+25.0%Added
Winthrop Capital Management, LLC25$2.00K0.00%+25New
Raleigh Capital Management Inc.25$1.96K0.00%+5+25.0%Added
Bell Investment Advisors, Inc20$1.57K0.00%−6−23.1%Reduced
SJS Investment Consulting Inc.20$1.57K0.00%00.0%Unchanged
Planning Capital Management Corp19$1.49K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.18$1.41K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.41K0.00%−125−87.4%Reduced
Pineridge Advisors LLC18$1.41K0.00%00.0%Unchanged
Baldwin Brothers Inc18$1.41K0.00%+18New
Aspect Partners, LLC15$1.18K0.00%00.0%Unchanged
Creekmur Asset Management LLC15$1.18K0.00%+15New
Fairman Group, LLC13$1.02K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC10$8210.00%+10New
Highline Wealth Partners LLC10$7850.00%00.0%Unchanged
First United Bank Trust8$6280.00%−319−97.6%Reduced
Sofos Investments, Inc.8$6280.00%−45−84.9%Reduced
PSI Advisors, LLC8$6280.00%00.0%Unchanged
True Wealth Design, LLC8$6280.00%+1+14.3%Added
CVA Family Office, LLC6$4710.00%−14−70.0%Reduced
Creative Financial Designs Inc6$4710.00%00.0%Unchanged
JJJ Advisors Inc.6$4710.00%00.0%Unchanged
Larson Financial Group LLC6$4710.00%+4+200.0%Added
Wolff Wiese Magana LLC5$3930.00%00.0%Unchanged
NVWM, LLC5$3920.00%00.0%Unchanged
WestEnd Advisors, LLC4$3140.00%−1−20.0%Reduced
Kayne Anderson Rudnick Investment Management LLC4$3140.00%00.0%Unchanged
New Millennium Group LLC3$2350.00%+3New
Dogwood Wealth Management LLC0$20.00%0Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Strategic Financial Concepts, LLC122,171––+122,171New
Cinctive Capital Management LP0$00.00%−103,637−100.0%Sold out
Decade Renewable Partners LP0$00.00%−97,711−100.0%Sold out
American International Group, Inc.0$00.00%−97,139−100.0%Sold out
Texas Permanent School Fund0$00.00%−65,203−100.0%Sold out
Duality Advisers, LP0$00.00%−54,659−100.0%Sold out
Natixis0$00.00%−41,272−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−34,880−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−33,605−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−31,567−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−25,507−100.0%Sold out
Caption Management, LLC0$00.00%−18,000−100.0%Sold out
Viking Fund Management LLC0$00.00%−17,000−100.0%Sold out
Highview Capital Management LLC0$00.00%−14,680−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−12,968−100.0%Sold out
Brasada Capital Management, LP0$00.00%−12,960−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−12,722−100.0%Sold out
FDx Advisors, Inc.0$00.00%−12,138−100.0%Sold out
Mattern Wealth Management LLC0$00.00%−12,028−100.0%Sold out
Community Financial Services Group, LLC0$00.00%−11,238−100.0%Sold out
United Services Automobile Association0$00.00%−10,191−100.0%Sold out
Wolverine Trading, LLC0$00.00%−9,773−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−9,659−100.0%Sold out
Lloyd Advisory Services, LLC.0$00.00%−7,690−100.0%Sold out
Lincoln National Corp0$00.00%−6,466−100.0%Sold out