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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 6,329 | $496.6K | 0.16% | −20.0% | Reduced |
| Bridges Investment Management Inc | 6,325 | $496.3K | 0.01% | +325+5.4% | Added |
| SPC Financial, Inc. | 6,279 | $492.6K | 0.05% | +29+0.5% | Added |
| HRT Financial LP | 6,270 | $491.0K | 0.00% | −5,119−44.9% | Reduced |
| Ransom Advisory, Ltd | 6,118 | $480.0K | 0.24% | +100+1.7% | Added |
| Drake & Associates, LLC | 6,096 | $478.3K | 0.17% | +114+1.9% | Added |
| Citizens Financial Group Inc | 6,086 | $477.5K | 0.01% | −20.0% | Reduced |
| Bradley Foster & Sargent Inc | 6,047 | $474.4K | 0.01% | +117+2.0% | Added |
| Ieq Capital, LLC | 6,016 | $472.0K | 0.01% | +900+17.6% | Added |
| Resources Management Corp | 6,022 | $472.0K | 0.07% | −2,035−25.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,005 | $471.2K | 0.01% | −1,359−18.5% | Reduced |
| Summit Financial, LLC | 6,000 | $470.8K | 0.02% | +777+14.9% | Added |
| Clearstead Advisors, LLC | 5,980 | $469.2K | 0.01% | −319−5.1% | Reduced |
| City State Bank | 5,953 | $467.1K | 0.19% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,893 | $462.4K | 0.01% | +355+6.4% | Added |
| MGB Wealth Management, LLC | 5,714 | $461.3K | 0.17% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,864 | $460.1K | 0.01% | +88+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 5,855 | $459.4K | 0.02% | −666−10.2% | Reduced |
| Nebula Research & Development LLC | 5,814 | $456.2K | 0.07% | −846−12.7% | Reduced |
| Daymark Wealth Partners, LLC | 5,791 | $454.3K | 0.02% | −56−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 5,763 | $452.1K | 0.07% | +273+5.0% | Added |
| LVZ Advisors, Inc. | 5,728 | $449.4K | 0.06% | −50−0.9% | Reduced |
| EP Wealth Advisors, LLC | 5,717 | $448.6K | 0.00% | +1,485+35.1% | Added |
| Dynamic Advisor Solutions LLC | 5,693 | $446.6K | 0.01% | +3+0.1% | Added |
| Intrua Financial, LLC | 5,665 | $444.5K | 0.07% | +10.0% | Added |
| Prime Capital Investment Advisors, LLC | 5,650 | $443.3K | 0.01% | +280+5.2% | Added |
| Spinnaker Trust | 5,648 | $443.1K | 0.03% | −20−0.4% | Reduced |
| North Star Asset Management Inc | 5,643 | $442.8K | 0.02% | +494+9.6% | Added |
| Chicago Capital, LLC | 5,638 | $442.4K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,614 | $440.5K | 0.01% | −1,262−18.4% | Reduced |
| PAX Financial Group, LLC | 5,590 | $438.6K | 0.09% | +248+4.6% | Added |
| Advisor OS, LLC | 5,577 | $437.6K | 0.05% | +364+7.0% | Added |
| Signaturefd, LLC | 5,560 | $436.2K | 0.01% | +524+10.4% | Added |
| Vinva Investment Management Ltd | 5,538 | $434.5K | 0.02% | +5,538 | New |
| Financial Advisory Partners, LLC | 5,494 | $431.1K | 0.16% | −650−10.6% | Reduced |
| Boothbay Fund Management, LLC | 5,450 | $427.6K | 0.01% | +5,450 | New |
| Wetherby Asset Management Inc | 5,448 | $427.5K | 0.02% | −908−14.3% | Reduced |
| Hutner Capital Management Inc | 5,427 | $425.8K | 0.23% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 5,387 | $422.7K | 0.08% | +2,189+68.4% | Added |
| Mission Wealth Management, LP | 5,346 | $419.5K | 0.01% | −245−4.4% | Reduced |
| Krane Funds Advisors LLC | 5,326 | $417.9K | 0.02% | −99−1.8% | Reduced |
| Capula Management Ltd | 5,321 | $417.5K | 0.00% | +5,321 | New |
| Jones Financial Companies LLLP | 5,293 | $415.3K | 0.00% | +3,123+143.9% | Added |
| Chesley Taft & Associates LLC | 5,280 | $414.3K | 0.02% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,251 | $412.0K | 0.03% | 00.0% | Unchanged |
| Blossom Wealth Management | 5,248 | $411.8K | 0.90% | +203+4.0% | Added |
| Private Trust Co NA | 5,237 | $410.9K | 0.04% | +928+21.5% | Added |
| Oarsman Capital, Inc. | 5,194 | $407.5K | 0.09% | −300−5.5% | Reduced |
| Peak Financial Advisors LLC | 5,125 | $402.1K | 0.23% | +5,125 | New |
| Equitable Holdings, Inc. | 5,081 | $398.7K | 0.00% | +832+19.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $398.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,074 | $398.1K | 0.10% | −100−1.9% | Reduced |
| WSFS Capital Management, LLC | 5,038 | $395.3K | 0.02% | −161−3.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $394.9K | 0.06% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,997 | $392.1K | 0.03% | +4,997 | New |
| Hudock, Inc. | 4,985 | $391.2K | 0.07% | +4+0.1% | Added |
| Norden Group LLC | 4,971 | $390.0K | 0.08% | −803−13.9% | Reduced |
| Aviva PLC | 4,922 | $386.2K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 4,903 | $384.7K | 0.06% | +4,903 | New |
| Partnership Wealth Management, LLC | 4,900 | $384.5K | 0.28% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,868 | $381.9K | 0.06% | +3+0.1% | Added |
| Rehmann Capital Advisory Group | 4,844 | $380.1K | 0.03% | +421+9.5% | Added |
| Los Angeles Capital Management LLC | 4,843 | $380.0K | 0.00% | +930+23.8% | Added |
| Mill Capital Management, LLC | 4,824 | $378.5K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,770 | $374.3K | 0.02% | −146−3.0% | Reduced |
| Wealth Architects, LLC | 4,748 | $372.5K | 0.05% | −382−7.4% | Reduced |
| Smith, Moore & Co. | 4,746 | $372.3K | 0.04% | +20.0% | Added |
| LS Investment Advisors, LLC | 4,732 | $371.3K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,707 | $369.3K | 0.07% | −2,442−34.2% | Reduced |
| Moors & Cabot, Inc. | 4,704 | $369.1K | 0.02% | −1,814−27.8% | Reduced |
| Ballentine Partners, LLC | 4,685 | $367.6K | 0.01% | −5,343−53.3% | Reduced |
| Sierra Summit Advisors LLC | 4,653 | $365.1K | 0.09% | +4,653 | New |
| Advisors Capital Management, LLC | 4,649 | $365.0K | 0.01% | +183+4.1% | Added |
| V-Square Quantitative Management LLC | 4,646 | $364.5K | 0.06% | +349+8.1% | Added |
| Stablepoint Partners, LLC | 4,327 | $363.9K | 0.07% | +4,327 | New |
| Cerro Pacific Wealth Advisors LLC | 4,634 | $363.6K | 0.14% | +4,634 | New |
| Smithfield Trust Co | 4,589 | $362.0K | 0.02% | +20+0.4% | Added |
| Forum Financial Management, LP | 4,609 | $361.6K | 0.01% | −60−1.3% | Reduced |
| Golden State Equity Partners | 4,555 | $357.4K | 0.07% | +4,555 | New |
| West Paces Advisors Inc. | 4,537 | $355.9K | 0.09% | −97−2.1% | Reduced |
| Bruce & Co., Inc. | 4,509 | $353.8K | 0.12% | +4,509 | New |
| Moody Lynn & Lieberson, LLC | 4,508 | $353.7K | 0.02% | −100−2.2% | Reduced |
| McDonough Capital Management, Inc | 4,500 | $353.1K | 0.26% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,443 | $345.2K | 0.23% | −19−0.4% | Reduced |
| Ambassador Advisors, LLC | 4,398 | $345.1K | 0.06% | +230+5.5% | Added |
| Braun Stacey Associates Inc | 4,381 | $344.0K | 0.01% | +4,381 | New |
| AlphaCore Capital LLC | 4,373 | $343.1K | 0.08% | −2,012−31.5% | Reduced |
| Warren Averett Asset Management, LLC | 4,371 | $342.9K | 0.01% | +883+25.3% | Added |
| Greenfield Savings Bank | 4,368 | $342.7K | 0.18% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,358 | $341.9K | 0.03% | −198−4.3% | Reduced |
| Blue Barn Wealth, LLC | 4,345 | $340.9K | 0.19% | +303+7.5% | Added |
| Parallel Advisors, LLC | 4,319 | $338.9K | 0.01% | +208+5.1% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $336.8K | 0.19% | 00.0% | Unchanged |
| Haverford Trust Co | 4,284 | $336.1K | 0.00% | +110+2.6% | Added |
| Insight Wealth Strategies, LLC | 4,267 | $334.8K | 0.05% | +44+1.0% | Added |
| Tarbox Family Office, Inc. | 4,266 | $334.7K | 0.06% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,262 | $334.4K | 0.00% | −1,034−19.5% | Reduced |
| Wintrust Investments LLC | 4,243 | $333.0K | 0.03% | −298−6.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,227 | $331.0K | 0.03% | +4,227 | New |
| Courier Capital LLC | 4,206 | $330.0K | 0.03% | 00.0% | Unchanged |