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 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 2,790 | $218.9K | 0.08% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,786 | $218.6K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,785 | $218.5K | 0.02% | +62+2.3% | Added |
| Meiji Yasuda Life Insurance Co | 2,784 | $218.4K | 0.00% | +2,784 | New |
| Danske Bank A/S | 2,774 | $217.6K | 0.00% | +15+0.5% | Added |
| Principle Wealth Partners LLC | 2,770 | $217.3K | 0.02% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,763 | $216.8K | 0.02% | −22−0.8% | Reduced |
| Boston Financial Mangement LLC | 2,759 | $216.5K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,772 | $216.4K | 0.17% | +10+0.4% | Added |
| Checchi Capital Advisers, LLC | 2,757 | $216.3K | 0.02% | −334−10.8% | Reduced |
| Buska Wealth Management, LLC | 2,757 | $216.3K | 0.09% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $215.4K | 0.03% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,728 | $214.0K | 0.01% | +10.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,719 | $213.4K | 0.20% | −200−6.9% | Reduced |
| Beacon Investment Advisors LLC | 2,713 | $212.9K | 0.11% | +8+0.3% | Added |
| Capital Asset Advisory Services LLC | 2,728 | $212.8K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,704 | $212.2K | 0.02% | +22+0.8% | Added |
| Arcadia Investment Management Corp | 2,700 | $211.8K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,693 | $211.3K | 0.12% | −2,372−46.8% | Reduced |
| Live Oak Private Wealth LLC | 2,692 | $211.2K | 0.04% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,606 | $210.6K | 0.05% | +2,606 | New |
| Change Path, LLC | 2,671 | $210.0K | 0.01% | +2,671 | New |
| IFG Advisors, LLC | 2,670 | $209.5K | 0.05% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,659 | $209.0K | 0.04% | +6+0.2% | Added |
| Ironwood Investment Counsel, LLC | 2,654 | $208.2K | 0.04% | −46−1.7% | Reduced |
| Continuum Advisory, LLC | 2,638 | $207.0K | 0.03% | +1,297+96.7% | Added |
| Portman Square Capital LLP | 2,629 | $206.3K | 0.07% | +2,629 | New |
| Beese Fulmer Investment Management, Inc. | 2,628 | $206.2K | 0.02% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,620 | $205.6K | 0.06% | +2,620 | New |
| Dark Forest Capital Management LP | 2,615 | $205.2K | 0.04% | +2,615 | New |
| Choate Investment Advisors | 2,604 | $204.3K | 0.01% | +59+2.3% | Added |
| Midwest Professional Planners, LTD. | 2,590 | $203.2K | 0.07% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,587 | $203.0K | 0.19% | −70−2.6% | Reduced |
| John G Ullman & Associates Inc | 2,587 | $203.0K | 0.03% | +137+5.6% | Added |
| Spirepoint Private Client, LLC | 2,579 | $202.3K | 0.03% | −161−5.9% | Reduced |
| TSFG, LLC | 2,580 | $202.0K | 0.05% | +50+2.0% | Added |
| Ipswich Investment Management Co., Inc. | 2,572 | $201.8K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,571 | $201.7K | 0.02% | −4,440−63.3% | Reduced |
| Umb Bank N A | 2,496 | $195.8K | 0.00% | −706−22.0% | Reduced |
| Ridgewood Investments LLC | 2,496 | $195.8K | 0.10% | +2,496 | New |
| Duncker Streett & Co Inc | 2,482 | $194.7K | 0.04% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,373 | $186.2K | 0.12% | +2,348+9,392.0% | Added |
| Monetary Management Group Inc | 2,350 | $184.4K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,331 | $182.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,303 | $180.7K | 0.02% | +1,268+122.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $180.0K | 0.07% | −74−3.1% | Reduced |
| Virtus ETF Advisers LLC | 2,247 | $176.3K | 0.09% | +67+3.1% | Added |
| Perkins Coie Trust Co | 2,202 | $172.8K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,137 | $167.7K | 0.01% | −340−13.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $167.4K | 0.24% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $165.6K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,065 | $162.0K | 0.08% | +659+46.9% | Added |
| Tyler-Stone Wealth Management | 1,995 | $156.5K | 0.06% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,992 | $156.3K | 0.00% | −36,820−94.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,963 | $154.0K | 0.01% | −816−29.4% | Reduced |
| Addison Advisors LLC | 1,949 | $152.9K | 0.05% | +23+1.2% | Added |
| Quadrant Capital Group LLC | 1,942 | $152.4K | 0.01% | +30+1.6% | Added |
| Brown Brothers Harriman & Co | 1,866 | $146.4K | 0.00% | +1,517+434.7% | Added |
| Operose Advisors LLC | 1,787 | $140.2K | 0.05% | −486−21.4% | Reduced |
| Richardson Financial Services Inc. | 1,743 | $136.8K | 0.10% | +206+13.4% | Added |
| Financial Network Wealth Advisors LLC | 1,676 | $132.6K | 0.10% | +1,676 | New |
| Cape Investment Advisory, Inc. | 1,676 | $131.5K | 0.06% | +1,676 | New |
| Bray Capital Advisors | 1,592 | $124.9K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,514 | $118.8K | 0.06% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,500 | $117.7K | 0.07% | +1,500 | New |
| Laffer Tengler Investments | 1,424 | $111.7K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,414 | $111.0K | 0.01% | +62+4.6% | Added |
| Sentry Investment Management LLC | 1,373 | $108.0K | 0.05% | −281−17.0% | Reduced |
| JNBA Financial Advisors | 1,365 | $107.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,361 | $106.8K | 0.04% | +834+158.3% | Added |
| State of Wyoming | 1,340 | $105.1K | 0.02% | +126+10.4% | Added |
| Financial Perspectives, Inc | 1,338 | $105.0K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,317 | $103.4K | 0.02% | −1,226−48.2% | Reduced |
| Hexagon Capital Partners LLC | 1,280 | $100.4K | 0.02% | −1−0.1% | Reduced |
| Sandy Spring Bank | 1,263 | $99.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,193 | $93.6K | 0.01% | +74+6.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $91.6K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 1,100 | $86.3K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,061 | $83.2K | 0.03% | −2,128−66.7% | Reduced |
| St Germain D J Co Inc | 1,060 | $83.2K | 0.00% | −194−15.5% | Reduced |
| Intelligent Financial Strategies | 1,059 | $83.0K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,055 | $82.7K | 0.02% | +326+44.7% | Added |
| CoreCap Advisors, LLC | 1,051 | $82.4K | 0.01% | +49+4.9% | Added |
| Whittier Trust Co | 1,035 | $81.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,028 | $80.7K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 1,025 | $80.4K | 0.02% | +5+0.5% | Added |
| Alta Advisers Ltd | 1,000 | $78.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $77.0K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 979 | $76.8K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 970 | $76.1K | 0.03% | −500−34.0% | Reduced |
| Independence Bank of Kentucky | 956 | $75.0K | 0.02% | +200+26.5% | Added |
| Chris Bulman Inc | 942 | $73.9K | 0.05% | +942 | New |
| SWS Partners | 937 | $73.6K | 0.02% | +937 | New |
| EverSource Wealth Advisors, LLC | 846 | $72.8K | 0.00% | +39+4.8% | Added |
| First Pacific Financial | 902 | $70.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 873 | $68.5K | 0.01% | +224+34.5% | Added |
| Boit C F David | 867 | $68.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 823 | $64.6K | 0.01% | −130−13.6% | Reduced |
| Oakworth Capital, Inc. | 809 | $63.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 804 | $63.0K | 0.01% | −49−5.7% | Reduced |