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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 18,862 | $1.48M | 0.16% | −945−4.8% | Reduced |
| Ellenbecker Investment Group | 18,675 | $1.47M | 0.29% | +324+1.8% | Added |
| Lido Advisors, LLC | 18,424 | $1.45M | 0.01% | +14,793+407.4% | Added |
| Pensionmark Financial Group, LLC | 18,230 | $1.43M | 0.09% | +10,314+130.3% | Added |
| Virtu Financial LLC | 18,202 | $1.43M | 0.10% | +18,202 | New |
| Twin Capital Management Inc | 18,192 | $1.43M | 0.17% | +1,816+11.1% | Added |
| Securian Asset Management, Inc | 18,101 | $1.42M | 0.04% | −426−2.3% | Reduced |
| Louisiana State Employees Retirement System | 17,900 | $1.40M | 0.03% | −500−2.7% | Reduced |
| Atlantic Trust, LLC | 17,889 | $1.40M | 0.35% | +220+1.2% | Added |
| Qsemble Capital Management, LP | 17,715 | $1.39M | 0.26% | +17,715 | New |
| Profund Advisors LLC | 17,438 | $1.37M | 0.05% | +5,667+48.1% | Added |
| Aurora Investment Counsel | 17,331 | $1.36M | 0.80% | −68−0.4% | Reduced |
| Ascent Group, LLC | 17,278 | $1.36M | 0.11% | −1,500−8.0% | Reduced |
| JT Stratford LLC | 17,234 | $1.35M | 0.25% | +2,497+16.9% | Added |
| Readystate Asset Management LP | 16,991 | $1.33M | 0.06% | +16,991 | New |
| Sabal Trust CO | 16,986 | $1.33M | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 16,970 | $1.33M | 0.05% | +380+2.3% | Added |
| CWM, LLC | 16,860 | $1.32M | 0.01% | +234+1.4% | Added |
| Spirit of America Management Corp | 16,750 | $1.31M | 0.27% | 00.0% | Unchanged |
| Girard Partners Ltd. | 16,385 | $1.29M | 0.12% | +36+0.2% | Added |
| LVW Advisors, LLC | 16,203 | $1.27M | 0.19% | −4,872−23.1% | Reduced |
| TD Private Client Wealth LLC | 16,160 | $1.27M | 0.04% | −13,910−46.3% | Reduced |
| Nations Financial Group Inc, | 16,038 | $1.26M | 0.10% | +584+3.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 14,950 | $1.26M | 0.26% | +2,455+19.6% | Added |
| Fox Hill Wealth Management | 15,873 | $1.25M | 0.76% | +709+4.7% | Added |
| New Mexico Educational Retirement Board | 15,853 | $1.24M | 0.04% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.23M | 0.08% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 15,700 | $1.23M | 0.05% | −10,300−39.6% | Reduced |
| Walleye Trading LLC | 15,192 | $1.19M | 0.02% | −5,859−27.8% | Reduced |
| Nordea Investment Management AB | 15,142 | $1.18M | 0.00% | +742+5.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14,946 | $1.17M | 0.36% | +14,946 | New |
| Parsons Capital Management Inc | 14,684 | $1.15M | 0.08% | −4,536−23.6% | Reduced |
| Machina Capital S.A.S. | 14,368 | $1.13M | 0.51% | +3,835+36.4% | Added |
| D.A. Davidson & Co. | 14,250 | $1.12M | 0.01% | +2,934+25.9% | Added |
| Schmidt P J Investment Management Inc | 14,232 | $1.12M | 0.20% | −1,277−8.2% | Reduced |
| Brevan Howard Capital Management LP | 14,189 | $1.11M | 0.07% | +14,189 | New |
| Dana Investment Advisors, Inc. | 14,169 | $1.11M | 0.04% | −3,319−19.0% | Reduced |
| Stock Yards Bank & Trust Co | 14,157 | $1.11M | 0.04% | −1,558−9.9% | Reduced |
| Quantinno Capital Management LP | 14,151 | $1.11M | 0.02% | −14,705−51.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 13,854 | $1.09M | 0.01% | −84,543−85.9% | Reduced |
| Miller Howard Investments Inc | 13,818 | $1.08M | 0.04% | −74−0.5% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.08M | 0.24% | 00.0% | Unchanged |
| South Dakota Investment Council | 13,566 | $1.06M | 0.02% | −14−0.1% | Reduced |
| Kesler, Norman & Wride, LLC | 13,493 | $1.06M | 0.22% | −4,977−26.9% | Reduced |
| Rakuten Investment Management, Inc. | 13,443 | $1.05M | 0.01% | +4,961+58.5% | Added |
| Atria Wealth Solutions, Inc. | 13,199 | $1.04M | 0.01% | +2,151+19.5% | Added |
| ICW Investment Advisors LLC | 13,040 | $1.02M | 0.46% | −266−2.0% | Reduced |
| Conning Inc. | 12,914 | $1.01M | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 12,907 | $1.01M | 0.11% | +12,907 | New |
| Cornell Pochily Investment Advisors, Inc. | 12,792 | $1.00M | 0.38% | +410+3.3% | Added |
| Mather Group, LLC. | 12,181 | $1.00M | 0.01% | +11,133+1,062.3% | Added |
| Raymond James Trust N.A. | 12,724 | $998.3K | 0.02% | +817+6.9% | Added |
| BKM Wealth Management, LLC | 12,673 | $994.3K | 0.48% | −4,489−26.2% | Reduced |
| Legacy Private Trust Co. | 12,563 | $985.7K | 0.07% | −85−0.7% | Reduced |
| Ethic Inc. | 12,563 | $985.7K | 0.02% | −437−3.4% | Reduced |
| Landaas & Co | 12,374 | $971.0K | 0.30% | −57−0.5% | Reduced |
| NorthRock Partners, LLC | 12,375 | $970.9K | 0.04% | −1,305−9.5% | Reduced |
| Hantz Financial Services, Inc. | 12,294 | $965.0K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 12,123 | $951.2K | 0.07% | +12,123 | New |
| Icon Wealth Advisors, LLC | 10,954 | $942.7K | 0.08% | −689−5.9% | Reduced |
| Integrated Wealth Concepts LLC | 11,928 | $935.9K | 0.01% | +83+0.7% | Added |
| B.O.S.S. Retirement Advisors, LLC | 11,849 | $929.7K | 0.24% | +301+2.6% | Added |
| Harbour Investment Management LLC | 11,745 | $921.5K | 0.43% | +1,685+16.7% | Added |
| Prairie Sky Financial Group LLC | 11,736 | $920.8K | 0.57% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 11,714 | $919.0K | 0.02% | +11,714 | New |
| Welch & Forbes LLC | 11,740 | $916.0K | 0.01% | −479−3.9% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $911.9K | 0.79% | 00.0% | Unchanged |
| Paloma Partners Management Co | 11,582 | $908.7K | 0.08% | +5,000+76.0% | Added |
| Banque Cantonale Vaudoise | 11,574 | $908.0K | 0.04% | +3,194+38.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,511 | $903.0K | 0.00% | −5,086−30.6% | Reduced |
| QRG Capital Management, Inc. | 11,462 | $899.3K | 0.01% | +19+0.2% | Added |
| Merit Financial Group, LLC | 11,402 | $894.6K | 0.02% | +420+3.8% | Added |
| Norinchukin Bank, The | 11,374 | $892.4K | 0.03% | +874+8.3% | Added |
| Rowland & Co Investment Counsel | 11,305 | $887.0K | 0.19% | 00.0% | Unchanged |
| PFW Advisors LLC | 11,277 | $884.8K | 0.28% | +101+0.9% | Added |
| Trueblood Wealth Management, LLC | 11,206 | $879.2K | 0.50% | −465−4.0% | Reduced |
| Sciencast Management LP | 11,127 | $873.0K | 0.30% | −12,611−53.1% | Reduced |
| HM Payson & Co | 10,918 | $856.6K | 0.02% | +50.0% | Added |
| Ronald Blue Trust, Inc. | 10,394 | $853.5K | 0.01% | +1,425+15.9% | Added |
| GAMMA Investing LLC | 10,877 | $853.4K | 0.12% | +1,933+21.6% | Added |
| Venture Visionary Partners LLC | 10,875 | $853.3K | 0.04% | +20.0% | Added |
| Brown Capital Management LLC | 10,868 | $852.7K | 0.02% | +544+5.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,831 | $850.0K | 0.01% | −3,398−23.9% | Reduced |
| Empirical Finance, LLC | 10,655 | $836.0K | 0.05% | −734−6.4% | Reduced |
| Independent Financial Group, LLC | 10,651 | $835.7K | 0.03% | +1,108+11.6% | Added |
| FORA Capital, LLC | 10,623 | $833.5K | 0.10% | −25,711−70.8% | Reduced |
| TrinityPoint Wealth, LLC | 10,621 | $833.3K | 0.13% | +198+1.9% | Added |
| Hendershot Investments Inc. | 10,446 | $819.6K | 0.12% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,434 | $818.7K | 0.00% | −1,078−9.4% | Reduced |
| Veriti Management LLC | 10,422 | $817.7K | 0.05% | +3,157+43.5% | Added |
| Portside Wealth Group, LLC | 10,304 | $808.5K | 0.15% | −79−0.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,187 | $799.3K | 0.05% | −223−2.1% | Reduced |
| Brass Tax Wealth Management, Inc | 10,180 | $798.7K | 0.16% | +6,096+149.3% | Added |
| IFP Advisors, Inc | 10,149 | $796.3K | 0.03% | +1,967+24.0% | Added |
| NEOS Investment Management LLC | 10,128 | $794.6K | 0.03% | +2,988+41.8% | Added |
| Inceptionr LLC | 10,054 | $788.8K | 0.22% | +7,321+267.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,051 | $788.6K | 0.02% | +41+0.4% | Added |
| Verition Fund Management LLC | 9,788 | $768.0K | 0.01% | +9,788 | New |
| PFG Investments, LLC | 9,781 | $767.4K | 0.05% | +60+0.6% | Added |
| Wealthspire Advisors, LLC | 9,758 | $765.6K | 0.01% | +975+11.1% | Added |