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 |
|---|---|---|---|---|---|
| Legacy Investment Solutions, LLC | 194 | $18.9K | 0.01% | +194 | New |
| Legacy Wealth Managment, LLC | 194 | $18.9K | 0.01% | +194 | New |
| Bank of New Hampshire | 200 | $19.2K | 0.00% | −3,460−94.5% | Reduced |
| HHM Wealth Advisors, LLC | 202 | $19.4K | 0.00% | +42+26.3% | Added |
| Atticus Wealth Management, LLC | 210 | $20.2K | 0.01% | −10−4.5% | Reduced |
| Fortitude Family Office, LLC | 210 | $20.2K | 0.01% | +130+162.5% | Added |
| Arrow Financial Corp | 225 | $21.6K | 0.00% | −25−10.0% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $21.9K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 228 | $21.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 230 | $22.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 240 | $23.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 240 | $23.1K | 0.00% | +240 | New |
| Cullen/Frost Bankers, Inc. | 245 | $23.5K | 0.00% | +39+18.9% | Added |
| CoreFirst Bank & Trust | 245 | $23.6K | 0.01% | +245 | New |
| Capital Performance Advisors LLP | 245 | $23.6K | 0.01% | +245 | New |
| Jaffetilchin Investment Partners, LLC | 250 | $24.0K | 0.00% | +250 | New |
| Princeton Global Asset Management LLC | 259 | $24.9K | 0.00% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 264 | $25.4K | 0.00% | +8+3.1% | Added |
| Sound Income Strategies, LLC | 271 | $26.1K | 0.00% | −92−25.3% | Reduced |
| Asset Dedication, LLC | 276 | $26.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 279 | $26.9K | 0.02% | +2+0.7% | Added |
| Silvant Capital Management LLC | 290 | $27.9K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 305 | $29.3K | 0.00% | +305 | New |
| Covestor Ltd | 311 | $30.0K | 0.02% | −3−1.0% | Reduced |
| Peoples Financial Services Corp. | 326 | $31.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $31.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $32.0K | 0.01% | −5−1.5% | Reduced |
| Center for Financial Planning, Inc. | 333 | $32.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $33.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 354 | $34.0K | 0.00% | −57−13.9% | Reduced |
| Olistico Wealth, LLC | 372 | $35.8K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 379 | $37.0K | 0.02% | +97+34.4% | Added |
| William B. Walkup & Associates, Inc. | 398 | $38.3K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 402 | $38.6K | 0.00% | −280−41.1% | Reduced |
| FinTrust Capital Advisors, LLC | 412 | $39.6K | 0.01% | −40−8.8% | Reduced |
| Maryland Capital Advisors Inc. | 418 | $40.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 429 | $41.2K | 0.02% | −115−21.1% | Reduced |
| Essex Investment Management Co LLC | 430 | $41.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 453 | $43.6K | 0.00% | +453 | New |
| Aster Capital Management (DIFC) Ltd | 454 | $43.7K | 0.01% | +454 | New |
| Piscataqua Savings Bank | 459 | $44.1K | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 459 | $44.4K | 0.00% | +37+8.8% | Added |
| Ashton Thomas Securities, LLC | 468 | $45.0K | 0.01% | +468 | New |
| ESL Trust Services, LLC | 474 | $45.6K | 0.01% | −56−10.6% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $46.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 488 | $46.9K | 0.02% | +63+14.8% | Added |
| Wintrust Investments LLC | 490 | $47.0K | 0.03% | −3,753−88.5% | Reduced |
| nVerses Capital, LLC | 500 | $48.1K | 0.02% | −1,000−66.7% | Reduced |
| Mizuho Bank, Ltd. | 500 | $48.1K | 0.01% | −100−16.7% | Reduced |
| Parkside Financial Bank & Trust | 502 | $48.3K | 0.01% | −95−15.9% | Reduced |
| Optiver Holding B.V. | 513 | $49.3K | 0.00% | +513 | New |
| Salem Investment Counselors Inc | 518 | $49.8K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 520 | $50.0K | 0.03% | +5+1.0% | Added |
| Friedenthal Financial | 522 | $50.2K | 0.03% | +522 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 539 | $51.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $51.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 540 | $51.9K | 0.04% | +29+5.7% | Added |
| Cherry Tree Wealth Management, LLC | 548 | $52.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $53.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 558 | $53.7K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 561 | $54.0K | 0.00% | −7−1.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 564 | $54.2K | 0.02% | −66−10.5% | Reduced |
| CNB Bank | 566 | $54.4K | 0.03% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 578 | $55.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $55.6K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $55.8K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $56.5K | 0.01% | 00.0% | Unchanged |
| Trust Co | 588 | $56.6K | 0.01% | +250+74.0% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $57.7K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $58.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 612 | $58.9K | 0.01% | +5+0.8% | Added |
| GW&K Investment Management, LLC | 619 | $60.0K | 0.00% | +2+0.3% | Added |
| Manchester Capital Management LLC | 643 | $61.8K | 0.01% | +27+4.4% | Added |
| Lindbrook Capital, LLC | 656 | $63.1K | 0.01% | −167−20.3% | Reduced |
| Future Financial Wealth Managment LLC | 656 | $63.1K | 0.05% | +656 | New |
| Strengthening Families & Communities, LLC | 674 | $64.9K | 0.02% | −34−4.8% | Reduced |
| TruNorth Capital Management, LLC | 690 | $66.4K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 697 | $67.0K | 0.00% | +99+16.6% | Added |
| Avalon Trust Co | 700 | $67.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 706 | $67.9K | 0.00% | +134+23.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 740 | $71.2K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 741 | $71.3K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 751 | $72.2K | 0.01% | +10+1.3% | Added |
| Hilltop National Bank | 775 | $74.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 777 | $74.8K | 0.01% | +133+20.7% | Added |
| Mather Group, LLC. | 779 | $74.9K | 0.00% | −11,402−93.6% | Reduced |
| Arcadia Investment Management Corp | 800 | $76.9K | 0.01% | −1,900−70.4% | Reduced |
| Capital Advisors, Ltd. LLC | 798 | $77.0K | 0.01% | −6−0.7% | Reduced |
| Loomis Sayles & Co L P | 826 | $79.0K | 0.00% | +67+8.8% | Added |
| NBC Securities, Inc. | 830 | $79.0K | 0.01% | +151+22.2% | Added |
| Strategic Investment Solutions, Inc. | 840 | $80.8K | 0.02% | +350+71.4% | Added |
| Boit C F David | 867 | $83.5K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 900 | $86.6K | 0.03% | +900 | New |
| First Pacific Financial | 902 | $86.8K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 910 | $87.5K | 0.02% | −115−11.2% | Reduced |
| GeoWealth Management, LLC | 911 | $87.6K | 0.00% | +911 | New |
| Sandy Spring Bank | 918 | $88.3K | 0.00% | −345−27.3% | Reduced |
| First Horizon Advisors, Inc. | 964 | $92.8K | 0.00% | +267+38.3% | Added |
| Clean Yield Group | 970 | $93.3K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 971 | $93.4K | 0.01% | +125+14.8% | Added |