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 |
|---|---|---|---|---|---|
| United Capital Management of KS, Inc. | 32,252 | $2.53M | 0.56% | +1,479+4.8% | Added |
| Rockefeller Capital Management L.P. | 32,216 | $2.53M | 0.01% | −14,341−30.8% | Reduced |
| Regions Financial Corp | 31,897 | $2.50M | 0.02% | +683+2.2% | Added |
| Farmers & Merchants Investments Inc | 31,518 | $2.47M | 0.08% | −4,000−11.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,449 | $2.47M | 0.13% | −663−2.1% | Reduced |
| First American Bank | 31,163 | $2.45M | 0.18% | +254+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 31,084 | $2.44M | 0.01% | +26,402+563.9% | Added |
| Cincinnati Casualty Co | 31,000 | $2.43M | 1.33% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 30,731 | $2.41M | 0.01% | −12,930−29.6% | Reduced |
| Sit Investment Associates Inc | 30,700 | $2.41M | 0.06% | −6,775−18.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 30,495 | $2.39M | 0.03% | +252+0.8% | Added |
| Belpointe Asset Management LLC | 30,210 | $2.37M | 0.17% | +10,728+55.1% | Added |
| Magnetar Financial LLC | 30,080 | $2.36M | 0.05% | +30,080 | New |
| Leavell Investment Management, Inc. | 29,602 | $2.32M | 0.13% | −28−0.1% | Reduced |
| Journey Advisory Group, LLC | 29,599 | $2.32M | 0.28% | +2,835+10.6% | Added |
| Lazard Asset Management LLC | 29,525 | $2.32M | 0.00% | +29,472+55,607.5% | Added |
| RFG Advisory, LLC | 29,446 | $2.31M | 0.08% | +7,640+35.0% | Added |
| Dynamic Technology Lab Private Ltd | 29,442 | $2.31M | 0.26% | +24,465+491.6% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.31M | 0.93% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 26,793 | $2.29M | 0.14% | +3,700+16.0% | Added |
| Bokf, NA | 28,837 | $2.26M | 0.04% | −542−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,761 | $2.26M | 0.22% | +45+0.2% | Added |
| Quest Partners LLC | 28,420 | $2.23M | 0.30% | +28,415+568,300.0% | Added |
| Reaves W H & Co Inc | 28,300 | $2.22M | 0.07% | 00.0% | Unchanged |
| Lantz Financial LLC | 28,270 | $2.22M | 0.69% | −184−0.6% | Reduced |
| Diversified Trust Co | 28,166 | $2.21M | 0.06% | +23,067+452.4% | Added |
| Brown Advisory Inc | 28,101 | $2.20M | 0.00% | −1,238−4.2% | Reduced |
| Aquila Investment Management LLC | 28,000 | $2.20M | 2.06% | 00.0% | Unchanged |
| Assetmark, Inc | 27,663 | $2.17M | 0.01% | +1,329+5.0% | Added |
| Private Advisor Group, LLC | 27,621 | $2.17M | 0.01% | +2,363+9.4% | Added |
| Harbour Investments, Inc. | 27,578 | $2.16M | 0.07% | +377+1.4% | Added |
| Rothschild Investment LLC | 27,566 | $2.16M | 0.15% | +242+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 27,425 | $2.15M | 0.00% | +2,333+9.3% | Added |
| Kestra Advisory Services, LLC | 27,326 | $2.14M | 0.01% | −10,915−28.5% | Reduced |
| Mackenzie Financial Corp | 27,231 | $2.14M | 0.00% | −167−0.6% | Reduced |
| Wellington Management Group LLP | 27,162 | $2.13M | 0.00% | −1,270−4.5% | Reduced |
| Oregon Public Employees Retirement Fund | 27,093 | $2.13M | 0.04% | +100+0.4% | Added |
| Level Four Advisory Services, LLC | 26,500 | $2.08M | 0.09% | +26,500 | New |
| Keybank National Association | 26,435 | $2.07M | 0.01% | −7,082−21.1% | Reduced |
| Alberta Investment Management Corp | 26,400 | $2.07M | 0.02% | +18,300+225.9% | Added |
| Beacon Pointe Advisors, LLC | 26,326 | $2.07M | 0.02% | −2,287−8.0% | Reduced |
| KBC Group NV | 26,155 | $2.05M | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 26,140 | $2.05M | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 25,984 | $2.04M | 0.01% | −858−3.2% | Reduced |
| D. E. Shaw & Co., Inc. | 25,956 | $2.04M | 0.00% | −776,238−96.8% | Reduced |
| Pathstone Holdings, LLC | 25,945 | $2.04M | 0.01% | +1,157+4.7% | Added |
| Kestra Private Wealth Services, LLC | 25,679 | $2.01M | 0.04% | −130−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 25,677 | $2.01M | 0.08% | +546+2.2% | Added |
| Meyer Handelman Co | 25,550 | $2.00M | 0.07% | −2,190−7.9% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,345 | $1.99M | 0.57% | +76+0.3% | Added |
| UniSuper Management Pty Ltd | 25,241 | $1.98M | 0.02% | +9,945+65.0% | Added |
| Ameritas Advisory Services, LLC | 25,110 | $1.97M | 0.07% | +405+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 25,033 | $1.96M | 0.02% | −765−3.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 24,858 | $1.95M | 1.03% | +97+0.4% | Added |
| Federated Hermes, Inc. | 24,734 | $1.94M | 0.00% | +9,590+63.3% | Added |
| Gries Financial LLC | 24,566 | $1.93M | 0.40% | +24,566 | New |
| Mesirow Financial Investment Management, Inc. | 24,401 | $1.91M | 0.04% | −71−0.3% | Reduced |
| Mizuho Securities USA LLC | 24,348 | $1.91M | 0.04% | +24,348 | New |
| PEAK6 Investments LLC | 24,228 | $1.90M | 0.09% | +18,319+310.0% | Added |
| Maryland State Retirement & Pension System | 24,095 | $1.89M | 0.03% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 24,000 | $1.88M | 0.08% | +4,000+20.0% | Added |
| Semmax Financial Advisors Inc. | 21,017 | $1.88M | 0.56% | +21,017 | New |
| Wealthfront Advisers LLC | 23,853 | $1.87M | 0.01% | +905+3.9% | Added |
| Kentucky Retirement Systems | 23,799 | $1.87M | 0.05% | −156−0.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,752 | $1.86M | 0.08% | +23,752 | New |
| Bayesian Capital Management, LP | 23,700 | $1.86M | 0.21% | +23,700 | New |
| Broadwater Capital Management LLC | 23,650 | $1.86M | 1.43% | −520−2.2% | Reduced |
| Oppenheimer & Co Inc | 23,099 | $1.81M | 0.03% | +1,298+6.0% | Added |
| MBB Public Markets I LLC | 22,970 | $1.80M | 0.04% | +22,970 | New |
| Thrivent Financial for Lutherans | 22,397 | $1.76M | 0.00% | −1,403−5.9% | Reduced |
| Captrust Financial Advisors | 22,374 | $1.76M | 0.01% | −3,920−14.9% | Reduced |
| Walleye Capital LLC | 22,117 | $1.74M | 0.02% | +21,577+3,995.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,934 | $1.72M | 0.04% | −33,122−60.2% | Reduced |
| Nicolet Bankshares Inc | 21,839 | $1.71M | 0.42% | −118−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 21,780 | $1.71M | 0.03% | −1,971−8.3% | Reduced |
| Independent Advisor Alliance | 21,728 | $1.70M | 0.06% | +1,438+7.1% | Added |
| Colony Group, LLC | 21,571 | $1.69M | 0.01% | +5,728+36.2% | Added |
| Beverly Hills Private Wealth, LLC | 21,509 | $1.69M | 0.37% | −748−3.4% | Reduced |
| JustInvest LLC | 21,456 | $1.68M | 0.03% | −2,009−8.6% | Reduced |
| Flputnam Investment Management Co | 21,266 | $1.67M | 0.03% | +21,266 | New |
| Rodgers Brothers Inc. | 21,194 | $1.66M | 0.23% | +565+2.7% | Added |
| Vident Advisory, LLC | 21,110 | $1.66M | 0.05% | +3,092+17.2% | Added |
| Concurrent Investment Advisors, LLC | 20,955 | $1.64M | 0.05% | −832−3.8% | Reduced |
| Entropy Technologies, LP | 20,559 | $1.61M | 0.17% | −22,689−52.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,536 | $1.61M | 0.09% | +20,536 | New |
| Savant Capital, LLC | 20,309 | $1.59M | 0.02% | −2,807−12.1% | Reduced |
| M&T Bank Corp | 20,250 | $1.59M | 0.01% | −2,302−10.2% | Reduced |
| KCM Investment Advisors LLC | 20,246 | $1.59M | 0.06% | −1,193−5.6% | Reduced |
| Hartford Investment Management Co | 20,231 | $1.59M | 0.05% | −162−0.8% | Reduced |
| Principal Securities, Inc. | 20,205 | $1.59M | 0.04% | +8,276+69.4% | Added |
| Motley Fool Wealth Management, LLC | 19,852 | $1.55M | 0.08% | −320−1.6% | Reduced |
| Metis Global Partners, LLC | 19,613 | $1.54M | 0.05% | +881+4.7% | Added |
| Drucker Wealth 3.0, LLC | 19,611 | $1.54M | 0.41% | +19,611 | New |
| Oppenheimer Asset Management Inc. | 19,569 | $1.54M | 0.02% | −485−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 19,554 | $1.53M | 0.05% | +657+3.5% | Added |
| apricus wealth, LLC | 19,515 | $1.53M | 1.09% | +4,440+29.5% | Added |
| Blackhawk Capital Partners LLC. | 19,457 | $1.53M | 0.92% | +19,457 | New |
| Westpac Banking Corp | 19,333 | $1.52M | 0.12% | −40,182−67.5% | Reduced |
| Associated Banc-Corp | 19,019 | $1.49M | 0.05% | +231+1.2% | Added |
| Cornerstone Advisors, LLC | 18,900 | $1.48M | 0.06% | −9,400−33.2% | Reduced |