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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 982 | $94.4K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $96.2K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 1,042 | $100.2K | 0.00% | +7+0.7% | Added |
| TCTC Holdings, LLC | 1,049 | $100.9K | 0.00% | −1,282−55.0% | Reduced |
| Intelligent Financial Strategies | 1,059 | $101.8K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,060 | $102.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,080 | $103.9K | 0.02% | +52+5.1% | Added |
| Union Savings Bank | 1,100 | $105.8K | 0.05% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,105 | $106.3K | 0.01% | +54+5.1% | Added |
| Oakworth Capital, Inc. | 1,146 | $110.2K | 0.01% | +337+41.7% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $112.3K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,188 | $114.2K | 0.02% | −2,258−65.5% | Reduced |
| Quent Capital, LLC | 1,197 | $114.7K | 0.01% | +4+0.3% | Added |
| Beacon Capital Management, LLC | 1,195 | $114.9K | 0.02% | +140+13.3% | Added |
| Independence Bank of Kentucky | 1,206 | $116.0K | 0.02% | +250+26.2% | Added |
| Skopos Labs, Inc. | 1,222 | $117.5K | 0.04% | +1,222 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,254 | $120.6K | 0.07% | +1,254 | New |
| Hills Bank & Trust Co | 1,257 | $120.9K | 0.01% | +1,257 | New |
| Y.D. More Investments Ltd | 1,298 | $124.8K | 0.01% | +1,298 | New |
| Hexagon Capital Partners LLC | 1,306 | $125.6K | 0.02% | +26+2.0% | Added |
| Financial Perspectives, Inc | 1,338 | $128.7K | 0.04% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,347 | $129.6K | 0.04% | +1,347 | New |
| JNBA Financial Advisors | 1,365 | $131.3K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,373 | $132.0K | 0.06% | 00.0% | Unchanged |
| State of Wyoming | 1,395 | $134.2K | 0.02% | +55+4.1% | Added |
| Richardson Financial Services Inc. | 1,743 | $136.8K | 0.09% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,426 | $137.0K | 0.01% | +12+0.8% | Added |
| Red Tortoise LLC | 1,514 | $145.6K | 0.07% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,515 | $145.7K | 0.12% | −161−9.6% | Reduced |
| Bray Capital Advisors | 1,592 | $153.1K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,668 | $158.9K | 0.02% | +351+26.7% | Added |
| Cape Investment Advisory, Inc. | 1,685 | $162.1K | 0.07% | +9+0.5% | Added |
| Addison Advisors LLC | 1,949 | $187.5K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,967 | $189.2K | 0.00% | +101+5.4% | Added |
| Ci Investments Inc. | 1,981 | $191.0K | 0.00% | −1,243−38.6% | Reduced |
| First Command Advisory Services, Inc. | 1,992 | $191.6K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,012 | $193.5K | 0.01% | +49+2.5% | Added |
| Tompkins Financial Corp | 2,034 | $195.6K | 0.02% | −1,851−47.6% | Reduced |
| Baldwin Brothers Inc | 2,058 | $197.9K | 0.01% | +2,040+11,333.3% | Added |
| Virtus ETF Advisers LLC | 2,061 | $198.2K | 0.09% | −186−8.3% | Reduced |
| Quadrant Capital Group LLC | 2,068 | $198.9K | 0.01% | +126+6.5% | Added |
| Operose Advisors LLC | 2,072 | $199.3K | 0.06% | +285+15.9% | Added |
| Neville Rodie & Shaw Inc | 2,078 | $200.0K | 0.01% | +2,078 | New |
| CWS Financial Advisors, LLC | 2,081 | $200.1K | 0.07% | +2,081 | New |
| Boston Research & Management Inc | 2,082 | $200.2K | 0.05% | +2,082 | New |
| Howe & Rusling Inc | 2,086 | $200.6K | 0.02% | +2,086 | New |
| Trust Co of Virginia | 2,095 | $201.5K | 0.02% | +2,095 | New |
| Marshall Financial Group LLC | 2,098 | $201.7K | 0.05% | +2,098 | New |
| Kovitz Investment Group Partners, LLC | 5,205 | $201.9K | 0.00% | +5,205 | New |
| Trustmark National Bank Trust Department | 2,100 | $202.0K | 0.02% | +2,100 | New |
| Financial Counselors Inc | 2,103 | $202.3K | 0.00% | +2,103 | New |
| Tower Wealth Partners, Inc. | 2,110 | $202.9K | 0.12% | +2,110 | New |
| Teacher Retirement System of Texas | 2,115 | $203.0K | 0.00% | −149,227−98.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $203.0K | 0.03% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,113 | $203.2K | 0.01% | +2,113 | New |
| AMG National Trust Bank | 2,119 | $203.8K | 0.01% | +2,119 | New |
| Astoria Portfolio Advisors LLC. | 2,142 | $204.5K | 0.07% | +2,142 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $205.2K | 0.32% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,154 | $207.2K | 0.07% | +2,154 | New |
| Kolinsky Wealth Management, LLC | 2,155 | $207.3K | 0.13% | +2,155 | New |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $208.7K | 0.02% | +2,170 | New |
| Exchange Capital Management, Inc. | 2,182 | $209.9K | 0.03% | +2,182 | New |
| Second Line Capital, LLC | 2,193 | $210.9K | 0.06% | +2,193 | New |
| Capital Management Corp | 2,200 | $211.6K | 0.04% | +2,200 | New |
| Perkins Coie Trust Co | 2,202 | $211.8K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,212 | $212.8K | 0.06% | +1,151+108.5% | Added |
| Ariston Services Group | 2,223 | $213.8K | 0.19% | +2,223 | New |
| CIBC World Markets Inc. | 2,220 | $214.0K | 0.00% | +2,220 | New |
| Ridgewood Investments LLC | 2,227 | $214.2K | 0.11% | −269−10.8% | Reduced |
| Dividend Assets Capital, LLC | 2,228 | $214.3K | 0.04% | +2,228 | New |
| Brighton Jones LLC | 2,244 | $215.8K | 0.01% | +2,244 | New |
| Allianz Asset Management GmbH | 2,246 | $216.0K | 0.00% | +2,246 | New |
| Massmutual Trust Co FSB | 2,248 | $216.2K | 0.01% | +111+5.2% | Added |
| Lockerman Financial Group, Inc. | 2,248 | $216.2K | 0.37% | +2,248 | New |
| Independent Wealth Network Inc. | 2,249 | $216.3K | 0.10% | +2,249 | New |
| MBE Wealth Management, LLC | 2,255 | $216.9K | 0.12% | +2,255 | New |
| Main Street Financial Solutions, LLC | 2,259 | $217.3K | 0.02% | −526−18.9% | Reduced |
| LCNB Corp | 2,271 | $218.4K | 0.08% | +2,271 | New |
| RDA Financial Network | 2,282 | $219.5K | 0.07% | +2,282 | New |
| Gateway Wealth Partners, LLC | 2,297 | $220.9K | 0.06% | +2,297 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $221.0K | 0.09% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,326 | $223.7K | 0.04% | +2,326 | New |
| Fidelity D & D Bancorp Inc | 2,332 | $224.3K | 0.15% | +2,332 | New |
| Roman Butler Fullerton & Co | 2,310 | $224.6K | 0.07% | +2,310 | New |
| Monetary Management Group Inc | 2,350 | $226.0K | 0.06% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,352 | $226.2K | 0.17% | +2,352 | New |
| Stanley-Laman Group, Ltd. | 2,360 | $227.0K | 0.03% | +2,360 | New |
| Significant Wealth Partners LLC | 2,365 | $227.4K | 0.12% | +2,365 | New |
| Hilltop Partners LLC | 2,377 | $228.6K | 0.08% | +2,377 | New |
| Planning Center, Inc. | 2,411 | $231.9K | 0.03% | +2,411 | New |
| Clayton Financial Group LLC | 2,441 | $234.8K | 0.09% | +2,441 | New |
| Flagship Harbor Advisors, LLC | 2,455 | $236.1K | 0.01% | +2,455 | New |
| Midwest Professional Planners, LTD. | 2,457 | $236.3K | 0.07% | −133−5.1% | Reduced |
| Fidelis Capital Partners, LLC | 2,385 | $237.4K | 0.03% | +2,385 | New |
| Umb Bank N A | 2,472 | $237.8K | 0.00% | −24−1.0% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $238.2K | 0.07% | +2,477 | New |
| Duncker Streett & Co Inc | 2,482 | $238.7K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,486 | $239.1K | 0.05% | +2,486 | New |
| StoneX Group Inc. | 2,493 | $239.8K | 0.02% | +2,493 | New |
| Ipswich Investment Management Co., Inc. | 2,512 | $241.6K | 0.06% | −60−2.3% | Reduced |