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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 3,400 | $328.9K | 0.03% | 00.0% | Unchanged |
| F/M Investments LLC | 3,461 | $332.9K | 0.01% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 3,479 | $334.7K | 0.12% | +531+18.0% | Added |
| Journey Strategic Wealth LLC | 3,521 | $338.7K | 0.01% | +3,521 | New |
| Robertson Stephens Wealth Management, LLC | 3,560 | $342.4K | 0.01% | +157+4.6% | Added |
| Arete Wealth Advisors, LLC | 3,579 | $343.0K | 0.03% | −648−15.3% | Reduced |
| Buska Wealth Management, LLC | 3,577 | $344.0K | 0.12% | +820+29.7% | Added |
| First Foundation Advisors | 3,582 | $344.5K | 0.01% | +2+0.1% | Added |
| Transcend Wealth Collective, LLC | 3,595 | $345.8K | 0.02% | −6−0.2% | Reduced |
| Weaver Capital Management LLC | 3,609 | $347.2K | 0.10% | −2,816−43.8% | Reduced |
| Capital Advisors Inc | 3,662 | $352.2K | 0.01% | −112−3.0% | Reduced |
| WoodTrust Financial Corp | 3,675 | $353.0K | 0.05% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,671 | $353.1K | 0.14% | +221+6.4% | Added |
| Crewe Advisors LLC | 3,679 | $353.8K | 0.04% | +24+0.7% | Added |
| ZWJ Investment Counsel Inc | 3,688 | $354.7K | 0.01% | −47−1.3% | Reduced |
| MBB Public Markets I LLC | 3,690 | $354.9K | 0.03% | −19,280−83.9% | Reduced |
| Strategy Asset Managers LLC | 3,692 | $355.1K | 0.07% | +817+28.4% | Added |
| Coldstream Capital Management Inc | 3,689 | $355.8K | 0.01% | +888+31.7% | Added |
| Alps Advisors Inc | 3,700 | $355.9K | 0.00% | +3,700 | New |
| Hanson & Doremus Investment Management | 3,710 | $357.0K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,744 | $360.0K | 0.02% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,634 | $363.6K | 0.14% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,804 | $365.9K | 0.02% | +10.0% | Added |
| Fortis Group Advisors, LLC | 3,805 | $366.0K | 0.07% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,808 | $366.3K | 0.03% | +263+7.4% | Added |
| WealthTrust Axiom LLC | 3,816 | $367.0K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,835 | $368.8K | 0.04% | −10.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,876 | $372.8K | 0.09% | +3,876 | New |
| Appleton Partners Inc | 3,887 | $374.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,898 | $378.0K | 0.02% | −691−15.1% | Reduced |
| Park National Corp | 3,964 | $381.3K | 0.01% | +130+3.4% | Added |
| Mission Wealth Management, LP | 3,984 | $383.2K | 0.01% | −1,362−25.5% | Reduced |
| Tyler-Stone Wealth Management | 3,990 | $383.7K | 0.07% | +1,995+100.0% | Added |
| Carret Asset Management, LLC | 4,000 | $384.7K | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,908 | $388.9K | 0.01% | +3,908 | New |
| Focus Financial Network, Inc. | 4,046 | $389.2K | 0.02% | +50+1.3% | Added |
| Plancorp, LLC | 4,048 | $389.3K | 0.02% | +4+0.1% | Added |
| Nilsine Partners, LLC | 4,055 | $390.0K | 0.05% | +214+5.6% | Added |
| Bard Financial Services, Inc. | 4,060 | $390.5K | 0.05% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $391.4K | 0.12% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,076 | $392.0K | 0.03% | −282−6.5% | Reduced |
| Cornerstone Enterprises, LLC | 4,080 | $392.4K | 0.25% | +4,080 | New |
| Alhambra Investment Partners LLC | 4,085 | $392.9K | 0.20% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,089 | $393.3K | 0.00% | +35+0.9% | Added |
| Mairs & Power Inc | 4,100 | $394.3K | 0.00% | −100−2.4% | Reduced |
| Diversify Advisory Services, LLC | 4,003 | $395.0K | 0.02% | +4,003 | New |
| Schaper Benz & Wise Investment Counsel Inc | 4,131 | $397.3K | 0.03% | +301+7.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,133 | $397.5K | 0.01% | +1,182+40.1% | Added |
| PFG Advisors | 4,137 | $397.9K | 0.03% | +4,137 | New |
| Edgestream Partners, L.P. | 4,143 | $398.5K | 0.02% | −61,322−93.7% | Reduced |
| Van Hulzen Asset Management, LLC | 4,173 | $401.0K | 0.03% | +4,173 | New |
| Phillips Wealth Planners LLC | 4,062 | $401.1K | 0.38% | +820+25.3% | Added |
| Blue Barn Wealth, LLC | 4,174 | $401.5K | 0.21% | −171−3.9% | Reduced |
| Courier Capital LLC | 4,181 | $402.1K | 0.03% | −25−0.6% | Reduced |
| V-Square Quantitative Management LLC | 4,248 | $408.6K | 0.06% | −398−8.6% | Reduced |
| Warren Averett Asset Management, LLC | 4,249 | $408.7K | 0.01% | −122−2.8% | Reduced |
| West Paces Advisors Inc. | 4,258 | $409.6K | 0.10% | −279−6.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,265 | $410.2K | 0.00% | +87+2.1% | Added |
| Tarbox Family Office, Inc. | 4,266 | $410.3K | 0.07% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,291 | $412.7K | 0.00% | +125+3.0% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $412.9K | 0.22% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,305 | $414.1K | 0.05% | +38+0.9% | Added |
| Ambassador Advisors, LLC | 4,337 | $417.1K | 0.07% | −61−1.4% | Reduced |
| Continuum Advisory, LLC | 4,349 | $418.1K | 0.05% | +1,711+64.9% | Added |
| Greenfield Savings Bank | 4,368 | $420.1K | 0.20% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 4,383 | $422.0K | 0.31% | +420+10.6% | Added |
| Alpha Cubed Investments, LLC | 4,389 | $422.1K | 0.02% | −381−8.0% | Reduced |
| Daymark Wealth Partners, LLC | 4,422 | $425.3K | 0.02% | −1,369−23.6% | Reduced |
| Toroso Investments, LLC | 4,428 | $425.9K | 0.00% | +166+3.9% | Added |
| Reuter James Wealth Management, LLC | 4,464 | $429.3K | 0.08% | +4,464 | New |
| LS Investment Advisors, LLC | 4,482 | $431.1K | 0.06% | −250−5.3% | Reduced |
| McDonough Capital Management, Inc | 4,487 | $431.6K | 0.30% | −13−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,489 | $431.8K | 0.03% | +1,367+43.8% | Added |
| Bruce & Co., Inc. | 4,509 | $433.7K | 0.13% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,531 | $435.8K | 0.03% | +23+0.5% | Added |
| AlphaCore Capital LLC | 4,534 | $436.0K | 0.10% | +161+3.7% | Added |
| Golden State Equity Partners | 4,534 | $436.1K | 0.07% | −21−0.5% | Reduced |
| Advisors Capital Management, LLC | 4,548 | $437.0K | 0.01% | −101−2.2% | Reduced |
| Los Angeles Capital Management LLC | 4,600 | $442.4K | 0.00% | −243−5.0% | Reduced |
| Forum Financial Management, LP | 4,610 | $443.4K | 0.01% | +10.0% | Added |
| Bullock Wealth Management Group | 4,600 | $445.0K | 0.27% | +157+3.5% | Added |
| HBK Sorce Advisory LLC | 4,676 | $449.7K | 0.01% | +546+13.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $451.7K | 0.01% | −1,309−21.8% | Reduced |
| First Trust Investment Solutions L.P. | 4,701 | $452.2K | 0.05% | +4,701 | New |
| Colonial Trust Advisors | 4,708 | $452.8K | 0.04% | +3,835+439.3% | Added |
| Parallel Advisors, LLC | 4,731 | $455.0K | 0.01% | +412+9.5% | Added |
| Smith, Moore & Co. | 4,748 | $456.6K | 0.04% | +20.0% | Added |
| Wealth Architects, LLC | 4,748 | $456.7K | 0.05% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $464.0K | 0.04% | 00.0% | Unchanged |
| Haverford Trust Co | 4,841 | $465.6K | 0.00% | +557+13.0% | Added |
| Inspirion Wealth Advisors, LLC | 4,870 | $468.4K | 0.07% | +20.0% | Added |
| IAG Wealth Partners, LLC | 4,889 | $470.2K | 0.09% | +182+3.9% | Added |
| Partnership Wealth Management, LLC | 4,900 | $471.3K | 0.33% | 00.0% | Unchanged |
| Stephens Inc | 4,906 | $471.8K | 0.01% | +1,257+34.4% | Added |
| Hudock, Inc. | 4,907 | $472.0K | 0.08% | −78−1.6% | Reduced |
| National Asset Management, Inc. | 4,933 | $474.6K | 0.01% | −681−12.1% | Reduced |
| Oarsman Capital, Inc. | 4,982 | $479.2K | 0.09% | −212−4.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,987 | $479.6K | 0.01% | +2,259+82.8% | Added |
| Legacy Capital Wealth Partners, LLC | 4,993 | $480.2K | 0.10% | +4,993 | New |
| Stablepoint Partners, LLC | 5,015 | $482.3K | 0.09% | +688+15.9% | Added |