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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 2,518 | $242.2K | 0.02% | +2,518 | New |
| Wealthcare Advisory Partners LLC | 2,518 | $242.2K | 0.01% | −734−22.6% | Reduced |
| First Interstate Bank | 2,525 | $242.9K | 0.01% | +2,525 | New |
| Choate Investment Advisors | 2,529 | $243.2K | 0.01% | −75−2.9% | Reduced |
| Norris Perne & French LLP | 2,542 | $244.5K | 0.02% | +2,542 | New |
| AdvisorNet Financial, Inc | 2,567 | $246.8K | 0.02% | +264+11.5% | Added |
| Pinnacle West Asset Management, Inc. | 2,565 | $247.0K | 0.18% | +2,565 | New |
| TSFG, LLC | 2,580 | $248.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 2,585 | $248.6K | 0.05% | +2,585 | New |
| John G Ullman & Associates Inc | 2,587 | $248.8K | 0.04% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,600 | $250.1K | 0.03% | −21,100−89.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $252.8K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,684 | $253.2K | 0.06% | +78+3.0% | Added |
| Cobblestone Capital Advisors LLC | 2,637 | $253.6K | 0.01% | +2,637 | New |
| IFG Advisors, LLC | 2,670 | $256.8K | 0.05% | 00.0% | Unchanged |
| Intrust Bank NA | 2,674 | $257.2K | 0.03% | +2,674 | New |
| Capital Asset Advisory Services LLC | 2,728 | $257.4K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,680 | $257.8K | 0.22% | +93+3.6% | Added |
| CWA Asset Management Group, LLC | 2,684 | $258.1K | 0.01% | +2,684 | New |
| Ironwood Investment Counsel, LLC | 2,685 | $258.2K | 0.04% | +31+1.2% | Added |
| Live Oak Private Wealth LLC | 2,692 | $258.9K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,707 | $260.4K | 0.01% | −52−1.9% | Reduced |
| Kovack Advisors, Inc. | 2,719 | $261.5K | 0.03% | +15+0.6% | Added |
| Beacon Investment Advisors LLC | 2,720 | $261.6K | 0.12% | +7+0.3% | Added |
| Old North State Wealth Management, LLC | 2,717 | $261.9K | 0.15% | +2,717 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,726 | $262.2K | 0.22% | +7+0.3% | Added |
| International Private Wealth Advisors LLC | 2,731 | $262.7K | 0.38% | −117−4.1% | Reduced |
| Providence Wealth Advisors, LLC | 2,657 | $263.1K | 0.19% | −115−4.1% | Reduced |
| Western Wealth Management, LLC | 2,745 | $264.0K | 0.02% | −18−0.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $264.0K | 0.03% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,752 | $264.7K | 0.10% | −165−5.7% | Reduced |
| AlphaStar Capital Management, LLC | 2,756 | $265.1K | 0.02% | +2,756 | New |
| Checchi Capital Advisers, LLC | 2,756 | $265.1K | 0.02% | −10.0% | Reduced |
| Danske Bank A/S | 2,759 | $265.4K | 0.00% | −15−0.5% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $266.4K | 0.02% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 2,775 | $266.9K | 0.05% | +155+5.9% | Added |
| B&L Asset Management LLC | 2,777 | $267.1K | 0.17% | +2,777 | New |
| MTM Investment Management, LLC | 2,800 | $267.5K | 0.10% | −30−1.1% | Reduced |
| Capital Investment Services of America, Inc. | 2,786 | $268.0K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 2,788 | $268.1K | 0.01% | +2,788 | New |
| Hurlow Wealth Management Group, Inc. | 2,790 | $268.3K | 0.08% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,800 | $269.3K | 0.06% | +2,800 | New |
| Brady Family Wealth, LLC | 2,815 | $270.7K | 0.08% | −30−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,834 | $272.6K | 0.07% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 2,848 | $273.9K | 0.02% | +2,848 | New |
| Premier Path Wealth Partners, LLC | 2,851 | $274.2K | 0.04% | +26+0.9% | Added |
| ProVise Management Group, LLC | 2,852 | $274.3K | 0.02% | +2,852 | New |
| Fukoku Mutual Life Insurance Co | 2,866 | $275.7K | 0.02% | +2,866 | New |
| Liberty Wealth Management LLC | 2,868 | $276.0K | 0.05% | +209+7.9% | Added |
| HTLF Bank | 2,875 | $276.5K | 0.03% | −73−2.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 2,883 | $277.3K | 0.01% | +2,883 | New |
| Lodestone Wealth Management LLC | 2,888 | $277.8K | 0.14% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,908 | $279.7K | 0.00% | +27+0.9% | Added |
| MJP Associates Inc | 2,921 | $281.0K | 0.05% | −139−4.5% | Reduced |
| Zacks Investment Management | 2,922 | $281.0K | 0.00% | −530−15.4% | Reduced |
| Isthmus Partners, LLC | 2,929 | $281.7K | 0.03% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $282.6K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,947 | $283.5K | 0.01% | +2,947 | New |
| Sonora Investment Management Group, LLC | 2,949 | $283.7K | 0.02% | +2,949 | New |
| CWM Advisors, LLC | 2,960 | $284.7K | 0.03% | −400−11.9% | Reduced |
| Atomi Financial Group, Inc. | 2,964 | $285.1K | 0.02% | +2,964 | New |
| Hartford Funds Management Co LLC | 2,978 | $286.4K | 0.03% | +2,978 | New |
| Synovus Financial Corp | 2,980 | $286.6K | 0.00% | +135+4.7% | Added |
| Bank of Stockton | 2,982 | $286.8K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,984 | $287.0K | 0.19% | 00.0% | Unchanged |
| True Vision MN LLC | 2,999 | $288.5K | 0.17% | +2,999 | New |
| Bremer Bank National Association | 3,008 | $289.3K | 0.05% | −43−1.4% | Reduced |
| D L Carlson Investment Group Inc | 3,016 | $290.1K | 0.05% | +12+0.4% | Added |
| Longfellow Investment Management Co LLC | 3,022 | $290.7K | 0.07% | +18+0.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,043 | $292.7K | 0.21% | +3,043 | New |
| Wrapmanager Inc | 3,050 | $293.3K | 0.08% | +3,050 | New |
| CRA Financial Services, LLC | 3,050 | $293.4K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,067 | $294.7K | 0.02% | +3,067 | New |
| Gryphon Financial Partners LLC | 3,082 | $296.5K | 0.04% | +3,082 | New |
| Cypress Wealth Services, LLC | 3,088 | $297.0K | 0.06% | +28+0.9% | Added |
| WFA Asset Management Corp | 3,089 | $297.1K | 0.16% | +396+14.7% | Added |
| Evexia Wealth LLC | 3,158 | $297.3K | 0.11% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,104 | $298.5K | 0.02% | −9,019−74.4% | Reduced |
| Advisor OS, LLC | 3,112 | $299.3K | 0.03% | −2,465−44.2% | Reduced |
| Glenview Trust Co | 3,120 | $300.1K | 0.01% | +204+7.0% | Added |
| First Heartland Consultants, Inc. | 3,143 | $302.0K | 0.03% | +354+12.7% | Added |
| Syon Capital LLC | 3,142 | $302.2K | 0.03% | +189+6.4% | Added |
| Vise Technologies, Inc. | 3,158 | $303.7K | 0.04% | +3,158 | New |
| Keystone Financial Group | 3,170 | $304.9K | 0.04% | +2+0.1% | Added |
| Summit Trail Advisors, LLC | 3,177 | $305.6K | 0.01% | +3,177 | New |
| Dark Forest Capital Management LP | 3,226 | $310.3K | 0.04% | +611+23.4% | Added |
| 1st Source Bank | 3,231 | $310.8K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,230 | $311.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,250 | $312.6K | 0.01% | +3,250 | New |
| West Family Investments, Inc. | 3,255 | $313.1K | 0.11% | +101+3.2% | Added |
| Sterling Investment Advisors LLC | 3,262 | $313.7K | 0.18% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,265 | $314.0K | 0.02% | +2,600+391.0% | Added |
| Pitcairn Co | 3,282 | $315.7K | 0.02% | −73−2.2% | Reduced |
| JGP Wealth Management, LLC | 3,285 | $315.9K | 0.04% | −790−19.4% | Reduced |
| Moneta Group Investment Advisors LLC | 3,300 | $317.3K | 0.00% | +3,300 | New |
| Gladstone Institutional Advisory LLC | 3,321 | $319.4K | 0.02% | +71+2.2% | Added |
| Monument Capital Management | 3,334 | $320.7K | 0.09% | +3,334 | New |
| Summit Asset Management, LLC | 3,335 | $320.8K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,353 | $322.5K | 0.03% | +21+0.6% | Added |
| WSFS Capital Management, LLC | 3,409 | $327.9K | 0.02% | −1,629−32.3% | Reduced |