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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, Q3 2024

Institutional positions in Wec Energy Group, Inc. as of Sep 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
1,132
+65 vs. Q2 2024
Shares held
252.4M
+36.9M (+17.1%) vs. Q2 2024
Total value
$24.2B
+$7.35B (+43.5%) vs. Q2 2024
New holders
151
430 more added
Sold out
86
342 more reduced

9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,132 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ3 2024: $24.2B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2024.

Institutions holding WEC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
New Millennium Group LLC3$2890.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC4$3850.00%00.0%Unchanged
WestEnd Advisors, LLC4$3850.00%00.0%Unchanged
Quest Partners LLC5$4810.00%−28,415−100.0%Reduced
NVWM, LLC5$4810.00%00.0%Unchanged
Creative Financial Designs Inc6$5770.00%00.0%Unchanged
Claris Advisors, LLC6$5770.00%+6New
Larson Financial Group LLC7$6730.00%+1+16.7%Added
First United Bank Trust8$7690.00%00.0%Unchanged
PSI Advisors, LLC8$7690.00%00.0%Unchanged
True Wealth Design, LLC9$8660.00%+1+12.5%Added
Proffitt & Goodson Inc11$1.06K0.00%+11New
Northwest Investment Counselors, LLC11$1.06K0.00%+11New
Fairman Group, LLC13$1.25K0.00%00.0%Unchanged
Aspect Partners, LLC15$1.44K0.00%00.0%Unchanged
Creekmur Asset Management LLC15$1.44K0.00%00.0%Unchanged
Salomon & Ludwin, LLC18$1.73K0.00%00.0%Unchanged
Pineridge Advisors LLC18$1.73K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.18$1.73K0.00%00.0%Unchanged
Highline Wealth Partners LLC20$1.92K0.00%+10+100.0%Added
Penserra Capital Management LLC27$2.00K0.00%00.0%Unchanged
Avion Wealth24$2.00K0.00%−6−20.0%Reduced
Winthrop Capital Management, LLC25$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.22$2.12K0.00%+2+10.0%Added
CVA Family Office, LLC22$2.12K0.00%+16+266.7%Added
MCF Advisors LLC25$2.40K0.00%−62−71.3%Reduced
Bell Investment Advisors, Inc26$2.50K0.00%+6+30.0%Added
McIlrath & Eck, LLC27$2.60K0.00%00.0%Unchanged
ORG Partners LLC32$3.08K0.00%+32New
Ruedi Wealth Management, Inc.34$3.27K0.00%−34−50.0%Reduced
Copley Financial Group, Inc.34$3.27K0.00%+34New
Trifecta Capital Advisors, LLC34$3.27K0.00%00.0%Unchanged
Private Wealth Management Group, LLC34$3.27K0.00%00.0%Unchanged
Peterson Financial Group, Inc.34$3.30K0.01%+34New
Redmont Wealth Advisors LLC37$3.56K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC40$3.85K0.00%−17−29.8%Reduced
Raffa Wealth Management, LLC40$3.85K0.00%00.0%Unchanged
Heritage Wealth Advisors41$3.94K0.00%+41New
Keener Financial Planning LLC50$4.00K0.00%00.0%Unchanged
Sunbelt Securities, Inc.51$4.91K0.00%00.0%Unchanged
Capital Analysts, LLC51$5.00K0.00%+13+34.2%Added
McMahon Financial Advisors, LLC53$5.10K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd53$5.10K0.00%+53New
Abound Wealth Management56$5.40K0.00%+7+14.3%Added
First Financial Corp57$5.48K0.00%00.0%Unchanged
Global Financial Private Client, LLC58$5.58K0.00%+20+52.6%Added
Voisard Asset Management Group, Inc.58$5.58K0.00%00.0%Unchanged
Tucker Asset Management LLC59$5.67K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC59$5.67K0.00%+5+9.3%Added
Archer Investment Corp62$5.98K0.00%+62New
Newbridge Financial Services Group, Inc.63$6.07K0.00%00.0%Unchanged
Grove Bank & Trust64$6.16K0.00%+64New
Darwin Advisors, LLC64$6.16K0.00%+64New
Dunhill Financial, LLC66$6.39K0.00%−2,307−97.2%Reduced
LRI Investments, LLC67$6.44K0.00%00.0%Unchanged
Wells Financial Advisors INC67$6.44K0.01%+67New
GHP Investment Advisors, Inc.68$6.54K0.00%−63−48.1%Reduced
Horizon Bancorp Inc68$7.00K0.00%+68New
Coppell Advisory Solutions LLC76$7.24K0.00%+7+10.1%Added
Investors Research Corp77$7.41K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC79$7.60K0.00%−3−3.7%Reduced
Richard W. Paul & Associates, LLC79$7.60K0.00%+79New
Solstein Capital, LLC82$7.89K0.00%00.0%Unchanged
Hobbs Group Advisors, LLC83$7.98K0.00%00.0%Unchanged
LFA - Lugano Financial Advisors SA85$8.18K0.01%+85New
Aspire Private Capital, LLC87$8.38K0.00%+87New
McCarthy Grittinger Financial Group, LLC89$8.56K0.00%00.0%Unchanged
Naples Money Management LLC90$8.66K0.01%00.0%Unchanged
Northwest Capital Management Inc95$9.11K0.00%00.0%Unchanged
Northwest Financial Advisors99$9.52K0.01%+99New
Caldwell Sutter Capital, Inc.100$9.62K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$9.62K0.01%00.0%Unchanged
Eagle Bay Advisors LLC100$9.66K0.00%00.0%Unchanged
Front Row Advisors LLC102$9.81K0.00%−296−74.4%Reduced
Financial Management Professionals, Inc.100$10.0K0.00%+1+1.0%Added
Briaud Financial Planning, Inc114$10.0K0.01%00.0%Unchanged
Key Financial Inc106$10.2K0.00%00.0%Unchanged
Sittner & Nelson, LLC107$10.2K0.00%00.0%Unchanged
Wiser Advisor Group LLC111$10.7K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.112$10.8K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC115$11.1K0.00%+115New
Kimelman & Baird, LLC116$11.2K0.00%00.0%Unchanged
Global X Japan Co., Ltd.117$11.3K0.00%−204−63.6%Reduced
CGC Financial Services, LLC120$11.5K0.00%00.0%Unchanged
Sachetta, LLC124$11.9K0.00%00.0%Unchanged
Cornerstone Planning Group LLC127$12.1K0.00%−23−15.3%Reduced
Rogco, LP126$12.1K0.00%00.0%Unchanged
Christopher J. Hasenberg, Inc137$12.9K0.01%−130−48.7%Reduced
Hemington Wealth Management143$13.0K0.00%+143New
Mendota Financial Group, LLC136$13.1K0.01%+76+126.7%Added
WR Wealth Planners, LLC144$13.8K0.00%+10+7.5%Added
Annapolis Financial Services, LLC145$13.9K0.00%00.0%Unchanged
Versant Capital Management, Inc162$15.6K0.00%00.0%Unchanged
First Community Trust NA166$16.0K0.01%00.0%Unchanged
Chilton Capital Management LLC175$16.8K0.00%−452−72.1%Reduced
JFS Wealth Advisors, LLC189$18.2K0.00%+108+133.3%Added
MV Capital Management, Inc.191$18.4K0.00%+7+3.8%Added
Frazier Financial Advisors, LLC192$18.4K0.01%+192New
Wolff Wiese Magana LLC193$18.6K0.01%+188+3,760.0%Added