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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 9,753 | $765.0K | 0.02% | −4,216−30.2% | Reduced |
| Aviso Financial Inc. | 9,747 | $764.6K | 0.04% | +9,747 | New |
| Geneos Wealth Management Inc. | 9,725 | $763.0K | 0.03% | +2,542+35.4% | Added |
| Lockheed Martin Investment Management Co | 9,700 | $761.1K | 0.04% | −6,600−40.5% | Reduced |
| Twin City Private Wealth, LLC | 9,614 | $754.3K | 0.71% | +9,614 | New |
| American State Bank (Iowa) | 9,584 | $752.0K | 0.48% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,583 | $751.9K | 0.02% | −122−1.3% | Reduced |
| Bank & Trust Co | 9,533 | $748.0K | 0.63% | +9,533 | New |
| Johnson Investment Counsel Inc | 9,521 | $747.0K | 0.01% | −65−0.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 9,504 | $745.7K | 0.78% | −5−0.1% | Reduced |
| IHT Wealth Management, LLC | 9,390 | $742.4K | 0.03% | +942+11.2% | Added |
| Romano Brothers and Company | 9,453 | $741.7K | 0.10% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 9,444 | $741.0K | 0.02% | +2,427+34.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,432 | $740.0K | 0.01% | −142−1.5% | Reduced |
| Global Retirement Partners, LLC | 9,386 | $736.4K | 0.02% | +4,546+93.9% | Added |
| Illinois Municipal Retirement Fund | 9,363 | $734.6K | 0.01% | −4,660−33.2% | Reduced |
| Avantax Planning Partners, Inc. | 9,348 | $733.4K | 0.02% | +269+3.0% | Added |
| Nomura Holdings Inc | 9,339 | $732.7K | 0.00% | +6,820+270.7% | Added |
| Fullcircle Wealth LLC | 8,754 | $731.5K | 0.36% | +8,754 | New |
| Fiduciary Trust Co | 9,313 | $730.7K | 0.01% | −100−1.1% | Reduced |
| Johnson Financial Group, Inc. | 9,304 | $730.0K | 0.04% | +5,209+127.2% | Added |
| Wealth Alliance | 9,162 | $718.8K | 0.09% | +781+9.3% | Added |
| Prospera Financial Services Inc | 9,128 | $716.3K | 0.02% | −497−5.2% | Reduced |
| Bridgefront Capital, LLC | 9,115 | $715.2K | 0.30% | +9,115 | New |
| Valmark Advisers, Inc. | 8,934 | $700.9K | 0.01% | −97−1.1% | Reduced |
| Teza Capital Management LLC | 8,906 | $698.8K | 0.09% | +8,906 | New |
| Sigma Planning Corp | 8,889 | $697.4K | 0.02% | +2,231+33.5% | Added |
| Resources Investment Advisors, LLC. | 8,817 | $691.7K | 0.01% | +1,555+21.4% | Added |
| Claro Advisors LLC | 8,775 | $688.5K | 0.11% | −340−3.7% | Reduced |
| Chelsea Counsel Co | 8,672 | $680.4K | 0.34% | 00.0% | Unchanged |
| Chicago Trust Co NA | 8,659 | $679.4K | 0.14% | +300+3.6% | Added |
| FineMark National Bank & Trust | 8,588 | $673.8K | 0.02% | −150−1.7% | Reduced |
| WNY Asset Management, LLC | 8,507 | $667.4K | 0.09% | +6+0.1% | Added |
| Montag A & Associates Inc | 8,414 | $660.2K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 7,950 | $657.0K | 0.05% | 00.0% | Unchanged |
| Scientech Research LLC | 8,368 | $656.6K | 0.14% | +2,210+35.9% | Added |
| Sherbrooke Park Advisers LLC | 8,256 | $647.8K | 0.11% | +8,256 | New |
| BKD Wealth Advisors, LLC | 8,226 | $645.4K | 0.02% | 00.0% | Unchanged |
| Searle & Co. | 8,200 | $643.4K | 0.15% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 8,189 | $642.5K | 0.17% | −1,100−11.8% | Reduced |
| We Are One Seven, LLC | 8,170 | $641.0K | 0.03% | +2,262+38.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $635.8K | 0.04% | −48−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 8,090 | $634.7K | 0.02% | +387+5.0% | Added |
| Central Trust Co | 8,068 | $633.0K | 0.02% | −2,047−20.2% | Reduced |
| Greenleaf Trust | 8,017 | $629.0K | 0.01% | −355−4.2% | Reduced |
| Wesbanco Bank Inc | 8,005 | $628.1K | 0.02% | +1,136+16.5% | Added |
| MAI Capital Management | 7,999 | $627.6K | 0.01% | +938+13.3% | Added |
| Beaton Management Co. Inc. | 7,988 | $627.0K | 0.34% | 00.0% | Unchanged |
| McDonald Partners LLC | 7,972 | $625.5K | 0.17% | +153+2.0% | Added |
| Great Valley Advisor Group, Inc. | 7,951 | $623.9K | 0.02% | −1,365−14.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $623.1K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,932 | $622.4K | 0.05% | −3,000−27.4% | Reduced |
| My Legacy Advisors, LLC | 7,930 | $622.2K | 0.20% | +605+8.3% | Added |
| Bleakley Financial Group, LLC | 7,898 | $619.7K | 0.02% | +131+1.7% | Added |
| Simplicity Wealth,LLC | 7,896 | $619.5K | 0.01% | +165+2.1% | Added |
| SageView Advisory Group, LLC | 7,885 | $618.6K | 0.03% | +7,885 | New |
| RSM US Wealth Management LLC | 7,930 | $617.2K | 0.01% | +7,930 | New |
| Jump Financial, LLC | 7,778 | $610.3K | 0.01% | −42,634−84.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $606.7K | 0.07% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,679 | $602.5K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 7,651 | $600.3K | 0.06% | +2,507+48.7% | Added |
| Kingswood Wealth Advisors, LLC | 7,614 | $597.5K | 0.05% | +1,681+28.3% | Added |
| Donoghue Forlines LLC | 7,602 | $596.5K | 0.17% | +7,602 | New |
| Triangle Securities Wealth Management | 7,598 | $596.1K | 0.17% | +1,795+30.9% | Added |
| Davenport & Co LLC | 7,569 | $593.9K | 0.00% | +147+2.0% | Added |
| Winch Advisory Services, LLC | 7,473 | $586.4K | 0.17% | +39+0.5% | Added |
| Proequities, Inc. | 7,460 | $585.3K | 0.04% | +745+11.1% | Added |
| Csenge Advisory Group | 7,406 | $581.0K | 0.03% | +424+6.1% | Added |
| Snowden Capital Advisors LLC | 7,356 | $577.2K | 0.02% | +838+12.9% | Added |
| Investment House LLC | 7,300 | $572.8K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 6,998 | $570.7K | 0.00% | −4,688−40.1% | Reduced |
| Axq Capital, LP | 7,244 | $568.4K | 0.13% | +7,244 | New |
| Sheaff Brock Investment Advisors, LLC | 7,164 | $562.1K | 0.05% | −51−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $560.4K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,106 | $557.5K | 0.01% | −514−6.7% | Reduced |
| Stephenson National Bank & Trust | 7,096 | $556.8K | 0.19% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,089 | $556.2K | 0.08% | −400−5.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,070 | $554.7K | 0.02% | +7,070 | New |
| Investment Management Corp of Ontario | 7,062 | $554.1K | 0.01% | +2,000+39.5% | Added |
| NewEdge Wealth, LLC | 7,040 | $552.3K | 0.01% | −86−1.2% | Reduced |
| Venturi Wealth Management, LLC | 6,998 | $549.1K | 0.03% | −318−4.3% | Reduced |
| SpiderRock Advisors, LLC | 6,867 | $538.8K | 0.01% | −7,699−52.9% | Reduced |
| Integrated Advisors Network LLC | 6,852 | $537.6K | 0.03% | +29+0.4% | Added |
| Gradient Investments LLC | 6,824 | $535.4K | 0.01% | +5,069+288.8% | Added |
| Oak Thistle LLC | 6,811 | $534.4K | 0.40% | +6,811 | New |
| MPS Loria Financial Planners, LLC | 6,739 | $528.8K | 0.17% | +35+0.5% | Added |
| Vestmark Advisory Solutions, Inc. | 6,735 | $528.4K | 0.02% | +33+0.5% | Added |
| Fox Run Management, L.L.C. | 6,727 | $527.8K | 0.10% | +6,727 | New |
| Elevated Capital Advisors, LLC | 6,698 | $525.5K | 0.15% | +6,698 | New |
| Marcum Wealth, LLC | 6,618 | $519.2K | 0.05% | +1,866+39.3% | Added |
| Paragon Private Wealth Management, LLC | 6,607 | $518.4K | 0.29% | +197+3.1% | Added |
| Meeder Advisory Services, Inc. | 6,569 | $515.4K | 0.04% | +1,193+22.2% | Added |
| Advisors Management Group Inc | 6,471 | $508.0K | 0.13% | +24+0.4% | Added |
| Ti-Trust, Inc | 6,430 | $504.5K | 0.39% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 6,425 | $504.1K | 0.16% | −1,523−19.2% | Reduced |
| TBH Global Asset Management, LLC | 6,419 | $503.7K | 0.11% | −535−7.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,398 | $501.9K | 0.06% | +6,398 | New |
| Alaska Permanent Fund Corp | 5,825 | $501.3K | 0.01% | +53+0.9% | Added |
| Pearl River Capital, LLC | 6,367 | $499.6K | 0.08% | +6,367 | New |
| Farther Finance Advisors, LLC | 6,427 | $499.3K | 0.02% | +1,055+19.6% | Added |