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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 50,892 | $4.89M | 0.01% | −800,929−94.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 51,031 | $4.91M | 0.01% | −2,980−5.5% | Reduced |
| Great Lakes Advisors, LLC | 51,447 | $4.95M | 0.04% | −493−0.9% | Reduced |
| Meritage Portfolio Management | 51,566 | $4.96M | 0.30% | +14,658+39.7% | Added |
| Utah Retirement Systems | 52,284 | $5.03M | 0.06% | +200+0.4% | Added |
| British Columbia Investment Management Corp | 52,688 | $5.07M | 0.03% | −7,748−12.8% | Reduced |
| Avantax Advisory Services, Inc. | 53,055 | $5.10M | 0.03% | +18,316+52.7% | Added |
| Sequoia Financial Advisors, LLC | 53,200 | $5.12M | 0.05% | −3,705−6.5% | Reduced |
| Mediolanum International Funds Ltd | 54,807 | $5.21M | 0.07% | +4,452+8.8% | Added |
| Advisors Asset Management, Inc. | 54,285 | $5.22M | 0.10% | −13,745−20.2% | Reduced |
| Motco | 54,865 | $5.28M | 0.53% | −5,604−9.3% | Reduced |
| Public Sector Pension Investment Board | 55,222 | $5.31M | 0.03% | +1,700+3.2% | Added |
| Albion Financial Group | 56,329 | $5.42M | 0.38% | +1,940+3.6% | Added |
| Creative Planning | 57,528 | $5.53M | 0.01% | +2,532+4.6% | Added |
| Stoneridge Investment Partners LLC | 58,139 | $5.59M | 2.08% | −796−1.4% | Reduced |
| Caption Management, LLC | 59,364 | $5.71M | 0.61% | +59,364 | New |
| Amalgamated Bank | 62,118 | $5.97M | 0.05% | −1,965−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 62,613 | $6.02M | 0.12% | +38,861+163.6% | Added |
| Atria Investments LLC | 62,873 | $6.05M | 0.08% | +7,646+13.8% | Added |
| Pacer Advisors, Inc. | 63,445 | $6.10M | 0.01% | +16,888+36.3% | Added |
| Czech National Bank | 64,388 | $6.19M | 0.06% | +4,205+7.0% | Added |
| Janney Montgomery Scott LLC | 69,286 | $6.66M | 0.02% | +8,628+14.2% | Added |
| Thompson Investment Management, Inc. | 70,429 | $6.77M | 0.97% | +7,574+12.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 71,276 | $6.86M | 0.02% | +10,472+17.2% | Added |
| Sagefield Capital LP | 71,612 | $6.89M | 0.75% | +4,465+6.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,176 | $7.04M | 0.02% | +1,367+1.9% | Added |
| Kempen Capital Management N.V. | 73,784 | $7.10M | 0.07% | +2,144+3.0% | Added |
| State of Tennessee, Treasury Department | 74,612 | $7.18M | 0.03% | +731+1.0% | Added |
| Guardian Capital LP | 77,417 | $7.45M | 0.27% | −458−0.6% | Reduced |
| Commerce Bank | 79,570 | $7.65M | 0.05% | +431+0.5% | Added |
| Azimuth Capital Investment Management LLC | 80,919 | $7.78M | 0.30% | −692−0.8% | Reduced |
| Financial Planning & Information Services, Inc. | 81,106 | $7.80M | 1.07% | +1,019+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 81,825 | $7.87M | 0.11% | −2,350−2.8% | Reduced |
| Northern Oak Wealth Management Inc | 81,852 | $7.87M | 0.92% | −604−0.7% | Reduced |
| MetLife Investment Management | 82,187 | $7.90M | 0.05% | −2,058−2.4% | Reduced |
| Mackenzie Financial Corp | 82,193 | $7.91M | 0.01% | +54,962+201.8% | Added |
| Gotham Asset Management, LLC | 82,259 | $7.91M | 0.08% | +15,550+23.3% | Added |
| Old National Bancorp | 82,539 | $7.94M | 0.18% | +3,342+4.2% | Added |
| Vestcor Inc | 83,569 | $8.04M | 0.25% | +4,093+5.1% | Added |
| ProShare Advisors LLC | 84,004 | $8.08M | 0.02% | +38,164+83.3% | Added |
| USS Investment Management Ltd | 84,150 | $8.09M | 0.06% | +16,285+24.0% | Added |
| Thomas Story & Son LLC | 84,729 | $8.15M | 3.32% | +115+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 85,536 | $8.24M | 0.07% | +3,526+4.3% | Added |
| State of Michigan Retirement System | 86,084 | $8.28M | 0.04% | −400−0.5% | Reduced |
| CIBC Asset Management Inc | 86,507 | $8.32M | 0.03% | +17,563+25.5% | Added |
| Millennium Management LLC | 88,988 | $8.56M | 0.01% | −335,782−79.1% | Reduced |
| Fifth Third Bancorp | 89,186 | $8.58M | 0.03% | +1,647+1.9% | Added |
| Stratos Wealth Partners, LTD. | 90,085 | $8.66M | 0.13% | +9,374+11.6% | Added |
| Brandywine Global Investment Management, LLC | 90,186 | $8.68M | 0.06% | +90,186 | New |
| Arizona State Retirement System | 90,483 | $8.70M | 0.05% | +3,800+4.4% | Added |
| Mattern Capital Management, LLC | 91,780 | $8.83M | 1.11% | +130+0.1% | Added |
| Corebridge Financial, Inc. | 92,554 | $8.90M | 0.05% | −2,217−2.3% | Reduced |
| Marshall Wace, LLP | 93,970 | $9.04M | 0.01% | −22,938−19.6% | Reduced |
| IFM Investors Pty Ltd | 94,686 | $9.11M | 0.09% | −12,309−11.5% | Reduced |
| Cincinnati Specialty Underwriters Insurance CO | 95,000 | $9.14M | 2.69% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 91,034 | $9.16M | 0.06% | +11,949+15.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 95,700 | $9.20M | 2.38% | +60.0% | Added |
| Holocene Advisors, LP | 97,409 | $9.37M | 0.04% | −14,341−12.8% | Reduced |
| Voya Investment Management LLC | 99,469 | $9.57M | 0.01% | −7,358−6.9% | Reduced |
| Morgan Dempsey Capital Management LLC | 99,660 | $9.59M | 3.29% | −11,146−10.1% | Reduced |
| HFR Wealth Management, LLC | 99,942 | $9.61M | 2.33% | +1,829+1.9% | Added |
| Comerica Bank | 100,110 | $9.63M | 0.04% | +6,257+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,317 | $9.65M | 0.03% | +2,917+3.0% | Added |
| HighTower Advisors, LLC | 100,517 | $9.68M | 0.01% | +11,593+13.0% | Added |
| State of New Jersey Common Pension Fund D | 101,055 | $9.72M | 0.04% | +161+0.2% | Added |
| Susquehanna International Group, LLP | 103,858 | $9.99M | 0.02% | +24,730+31.3% | Added |
| Annex Advisory Services, LLC | 103,859 | $9.99M | 0.32% | +6,739+6.9% | Added |
| Hunter Perkins Capital Management, LLC | 103,960 | $10.0M | 2.03% | −3,230−3.0% | Reduced |
| Forsta Ap-Fonden | 104,000 | $10.0M | 0.08% | −8,700−7.7% | Reduced |
| Guggenheim Capital LLC | 105,793 | $10.2M | 0.07% | −29,868−22.0% | Reduced |
| Dean Investment Associates, LLC | 106,020 | $10.2M | 1.38% | −4,358−3.9% | Reduced |
| Intact Investment Management Inc. | 107,750 | $10.4M | 0.34% | +13,400+14.2% | Added |
| Rockland Trust Co | 114,712 | $11.0M | 0.54% | +1,150+1.0% | Added |
| Public Employees Retirement System of Ohio | 114,889 | $11.1M | 0.05% | −7,585−6.2% | Reduced |
| Standard Life Aberdeen plc | 116,695 | $11.2M | 0.02% | +167+0.1% | Added |
| TownSquare Capital, LLC | 116,317 | $11.2M | 0.13% | +7,731+7.1% | Added |
| Boston Trust Walden Corp | 116,721 | $11.2M | 0.08% | +175+0.2% | Added |
| David Loasby | 116,995 | $11.3M | 1.06% | +956+0.8% | Added |
| Heartland Advisors Inc | 119,105 | $11.5M | 0.60% | +119,105 | New |
| DekaBank Deutsche Girozentrale | 122,847 | $11.6M | 0.02% | −105,908−46.3% | Reduced |
| Russell Investments Group, Ltd. | 121,172 | $11.7M | 0.02% | +3,439+2.9% | Added |
| Squarepoint Ops LLC | 121,628 | $11.7M | 0.04% | −126,604−51.0% | Reduced |
| Jane Street Group, LLC | 122,115 | $11.7M | 0.02% | −66,303−35.2% | Reduced |
| Van Eck Associates Corp | 119,461 | $11.9M | 0.01% | −24,604−17.1% | Reduced |
| Brookstone Capital Management | 124,485 | $12.0M | 0.18% | −352−0.3% | Reduced |
| Man Group plc | 125,126 | $12.0M | 0.03% | +45,811+57.8% | Added |
| Resona Asset Management Co.,Ltd. | 125,762 | $12.1M | 0.07% | −1,192−0.9% | Reduced |
| Omers Administration Corp | 125,831 | $12.1M | 0.11% | +10,300+8.9% | Added |
| Nomura Asset Management Co Ltd | 126,085 | $12.1M | 0.04% | +33,327+35.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 129,295 | $12.4M | 0.12% | +38,200+41.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 129,295 | $12.4M | 0.12% | +129,295 | New |
| AE Wealth Management LLC | 131,392 | $12.6M | 0.11% | +3,725+2.9% | Added |
| Allspring Global Investments Holdings, LLC | 132,214 | $12.7M | 0.02% | +11,198+9.3% | Added |
| Cerity Partners LLC | 132,944 | $12.8M | 0.03% | +96,515+264.9% | Added |
| Treasurer of the State of North Carolina | 138,224 | $13.3M | 0.05% | +570+0.4% | Added |
| Toronto Dominion Bank | 139,386 | $13.4M | 0.02% | −12,678−8.3% | Reduced |
| Baillie Gifford & Co | 140,629 | $13.5M | 0.01% | +5,008+3.7% | Added |
| Mariner, LLC | 140,977 | $13.6M | 0.02% | −1,186−0.8% | Reduced |
| Eagle Asset Management Inc | 140,611 | $13.7M | 0.07% | +60.0% | Added |
| NFJ Investment Group, LLC | 144,308 | $13.9M | 0.41% | +27,633+23.7% | Added |