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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 4,200 | $329.5K | 0.00% | +200+5.0% | Added |
| Focus Financial Network, Inc. | 3,996 | $329.1K | 0.01% | −473−10.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,178 | $327.8K | 0.00% | +4,162+26,012.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,170 | $327.2K | 0.22% | +4,170 | New |
| Peapack Gladstone Financial Corp | 4,165 | $327.0K | 0.01% | −2,334−35.9% | Reduced |
| United Capital Financial Advisers, LLC | 4,166 | $326.8K | 0.00% | −502−10.8% | Reduced |
| HBK Sorce Advisory LLC | 4,130 | $324.1K | 0.01% | +74+1.8% | Added |
| Alhambra Investment Partners LLC | 4,085 | $320.5K | 0.18% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,076 | $319.8K | 0.01% | +84+2.1% | Added |
| JGP Wealth Management, LLC | 4,075 | $319.7K | 0.05% | −85,395−95.4% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $319.3K | 0.10% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $318.5K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,054 | $318.1K | 0.00% | +1,214+42.7% | Added |
| Plancorp, LLC | 4,044 | $317.3K | 0.01% | −75−1.8% | Reduced |
| Carret Asset Management, LLC | 4,000 | $313.8K | 0.04% | −2,100−34.4% | Reduced |
| Prossimo Advisors, LLC | 3,963 | $311.0K | 0.28% | +3,963 | New |
| Sound View Wealth Advisors Group, LLC | 3,941 | $309.2K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,922 | $307.7K | 0.02% | −2,154−35.5% | Reduced |
| MQS Management LLC | 3,901 | $306.1K | 0.19% | +174+4.7% | Added |
| Appleton Partners Inc | 3,887 | $305.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,885 | $304.8K | 0.03% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 3,879 | $304.3K | 0.04% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,841 | $301.4K | 0.04% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,836 | $301.0K | 0.03% | −403−9.5% | Reduced |
| Park National Corp | 3,834 | $300.8K | 0.01% | +589+18.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,830 | $300.5K | 0.03% | −2,700−41.3% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $299.4K | 0.10% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $298.5K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,803 | $298.4K | 0.02% | +1,074+39.4% | Added |
| Capital Advisors Inc | 3,774 | $296.1K | 0.01% | +146+4.0% | Added |
| Reynders McVeigh Capital Management, LLC | 3,744 | $294.0K | 0.02% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 3,735 | $293.0K | 0.01% | +47+1.3% | Added |
| Hanson & Doremus Investment Management | 3,710 | $291.0K | 0.05% | −237−6.0% | Reduced |
| WoodTrust Financial Corp | 3,675 | $288.0K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,670 | $287.9K | 0.01% | −250−6.4% | Reduced |
| Bank of New Hampshire | 3,660 | $287.2K | 0.07% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,655 | $286.7K | 0.03% | +13+0.4% | Added |
| Armstrong, Fleming & Moore, Inc | 3,653 | $286.6K | 0.18% | +15+0.4% | Added |
| Stephens Inc | 3,649 | $286.3K | 0.00% | −52−1.4% | Reduced |
| Transcend Wealth Collective, LLC | 3,601 | $282.5K | 0.02% | −30−0.8% | Reduced |
| First Foundation Advisors | 3,580 | $280.9K | 0.01% | +210+6.2% | Added |
| Callan Capital, LLC | 3,545 | $278.1K | 0.02% | +149+4.4% | Added |
| Nixon Peabody Trust Co | 3,500 | $274.6K | 0.02% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 3,500 | $274.6K | 0.14% | 00.0% | Unchanged |
| F/M Investments LLC | 3,461 | $271.6K | 0.01% | +3,461 | New |
| Zacks Investment Management | 3,452 | $270.8K | 0.00% | −315−8.4% | Reduced |
| Centennial Wealth Advisory LLC | 3,450 | $270.7K | 0.12% | +244+7.6% | Added |
| GPS Wealth Strategies Group, LLC | 3,446 | $270.4K | 0.04% | +270+8.5% | Added |
| Robertson Stephens Wealth Management, LLC | 3,403 | $267.0K | 0.01% | +144+4.4% | Added |
| Wealthquest Corp | 3,400 | $266.8K | 0.03% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,360 | $263.6K | 0.03% | −2,052−37.9% | Reduced |
| Pitcairn Co | 3,355 | $263.2K | 0.02% | +176+5.5% | Added |
| Summit Asset Management, LLC | 3,335 | $261.7K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,332 | $261.4K | 0.02% | +359+12.1% | Added |
| Evexia Wealth LLC | 3,158 | $259.1K | 0.10% | +32+1.0% | Added |
| Fulton Bank, N.A. | 3,266 | $256.2K | 0.01% | +284+9.5% | Added |
| Sterling Investment Advisors LLC | 3,262 | $255.9K | 0.16% | +12+0.4% | Added |
| Wealthcare Advisory Partners LLC | 3,252 | $255.2K | 0.01% | +3,252 | New |
| Gladstone Institutional Advisory LLC | 3,250 | $255.0K | 0.01% | +615+23.3% | Added |
| Strategy Asset Managers LLC | 2,875 | $253.7K | 0.06% | −285−9.0% | Reduced |
| 1st Source Bank | 3,231 | $253.5K | 0.01% | +4+0.1% | Added |
| Phillips Wealth Planners LLC | 3,242 | $253.5K | 0.27% | −47−1.4% | Reduced |
| Cigna Investments Inc | 3,230 | $253.0K | 0.05% | −58−1.8% | Reduced |
| Ci Investments Inc. | 3,224 | $253.0K | 0.00% | +468+17.0% | Added |
| Zions Bancorporation, N.A. | 3,217 | $252.4K | 0.02% | −97−2.9% | Reduced |
| Midland Wealth Advisors LLC | 3,217 | $252.4K | 0.01% | +3,217 | New |
| Aigen Investment Management, LP | 3,199 | $251.0K | 0.05% | +3,199 | New |
| Keystone Financial Group | 3,168 | $248.5K | 0.09% | −44−1.4% | Reduced |
| West Family Investments, Inc. | 3,154 | $247.5K | 0.07% | −1,856−37.0% | Reduced |
| Systematic Portfolios LLC | 3,135 | $246.0K | 1.71% | +3,135 | New |
| Fifth Third Wealth Advisors LLC | 3,122 | $245.0K | 0.02% | +3,122 | New |
| MJP Associates Inc | 3,060 | $240.1K | 0.05% | −10−0.3% | Reduced |
| Cypress Wealth Services, LLC | 3,060 | $240.1K | 0.05% | +3,060 | New |
| Bremer Bank National Association | 3,051 | $239.4K | 0.05% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,050 | $239.3K | 0.05% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,004 | $235.7K | 0.05% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,004 | $235.7K | 0.06% | +21+0.7% | Added |
| Univest Financial Corp | 2,986 | $234.3K | 0.07% | +255+9.3% | Added |
| Successful Portfolios LLC | 2,984 | $234.1K | 0.16% | −371−11.1% | Reduced |
| Bank of Stockton | 2,982 | $234.0K | 0.07% | 00.0% | Unchanged |
| Syon Capital LLC | 2,953 | $231.7K | 0.02% | +24+0.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 2,951 | $231.5K | 0.01% | −1,051−26.3% | Reduced |
| HTLF Bank | 2,948 | $231.3K | 0.03% | +36+1.2% | Added |
| New Century Financial Group, LLC | 2,948 | $231.3K | 0.10% | +2,948 | New |
| International Assets Investment Management, LLC | 2,941 | $230.7K | 0.02% | −161−5.2% | Reduced |
| Compass Financial Group, INC | 2,938 | $230.5K | 0.05% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $229.8K | 0.03% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,917 | $228.9K | 0.09% | +6+0.2% | Added |
| Glenview Trust Co | 2,916 | $228.8K | 0.00% | −656−18.4% | Reduced |
| Lodestone Wealth Management LLC | 2,888 | $226.6K | 0.12% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,881 | $226.0K | 0.00% | −424−12.8% | Reduced |
| International Private Wealth Advisors LLC | 2,848 | $223.4K | 0.38% | +165+6.1% | Added |
| Brady Family Wealth, LLC | 2,845 | $223.2K | 0.07% | −856−23.1% | Reduced |
| Synovus Financial Corp | 2,845 | $223.2K | 0.00% | +2,845 | New |
| Buckingham Strategic Wealth, LLC | 2,841 | $222.9K | 0.00% | −70−2.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,834 | $222.4K | 0.06% | −31,417−91.7% | Reduced |
| MTM Investment Management, LLC | 2,830 | $222.0K | 0.09% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 2,825 | $221.7K | 0.04% | +2,825 | New |
| Coldstream Capital Management Inc | 2,801 | $219.7K | 0.01% | −137−4.7% | Reduced |
| First Heartland Consultants, Inc. | 2,789 | $219.0K | 0.02% | −224−7.4% | Reduced |