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 |
|---|---|---|---|---|---|
| Brass Tax Wealth Management, Inc | 5,032 | $484.0K | 0.10% | −5,148−50.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $484.1K | 0.07% | 00.0% | Unchanged |
| Diversified Trust Co | 5,065 | $487.2K | 0.01% | −23,101−82.0% | Reduced |
| Rehmann Capital Advisory Group | 5,036 | $487.7K | 0.03% | +192+4.0% | Added |
| Old Second National Bank of Aurora | 5,074 | $488.0K | 0.12% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $488.6K | 0.01% | 00.0% | Unchanged |
| Sym Financial Corp | 5,091 | $489.7K | 0.07% | +188+3.8% | Added |
| Jump Financial, LLC | 5,130 | $493.4K | 0.01% | −2,648−34.0% | Reduced |
| Capstone Investment Advisors, LLC | 5,135 | $493.9K | 0.01% | −758−12.9% | Reduced |
| Equitable Holdings, Inc. | 5,153 | $495.6K | 0.00% | +72+1.4% | Added |
| Peak Financial Advisors LLC | 5,188 | $499.0K | 0.26% | +63+1.2% | Added |
| Boston Family Office LLC | 5,213 | $501.0K | 0.03% | −38−0.7% | Reduced |
| Aviva PLC | 5,213 | $501.4K | 0.00% | +291+5.9% | Added |
| Dynamic Advisor Solutions LLC | 5,234 | $503.4K | 0.02% | −459−8.1% | Reduced |
| Signaturefd, LLC | 5,260 | $505.9K | 0.01% | −300−5.4% | Reduced |
| Chesley Taft & Associates LLC | 5,280 | $507.8K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,331 | $512.7K | 0.03% | +627+13.3% | Added |
| Aptus Capital Advisors, LLC | 5,336 | $513.2K | 0.01% | +1,260+30.9% | Added |
| Financial Advisory Partners, LLC | 5,344 | $514.0K | 0.17% | −150−2.7% | Reduced |
| Krane Funds Advisors LLC | 5,372 | $516.7K | 0.02% | +46+0.9% | Added |
| Private Trust Co NA | 5,389 | $518.3K | 0.05% | +152+2.9% | Added |
| SageView Advisory Group, LLC | 5,390 | $518.4K | 0.03% | −2,495−31.6% | Reduced |
| Prudential PLC | 5,408 | $520.1K | 0.00% | −33,385−86.1% | Reduced |
| Wetherby Asset Management Inc | 5,413 | $520.6K | 0.02% | −35−0.6% | Reduced |
| Hutner Capital Management Inc | 5,427 | $522.0K | 0.26% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,472 | $526.3K | 0.04% | +2,901+112.8% | Added |
| Cary Street Partner Investment Advisory LLC | 5,487 | $527.8K | 0.02% | −368−6.3% | Reduced |
| Ballentine Partners, LLC | 5,497 | $528.7K | 0.01% | +812+17.3% | Added |
| Chicago Trust Co NA | 5,503 | $529.3K | 0.09% | −3,156−36.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,518 | $530.7K | 0.01% | −132−2.3% | Reduced |
| Verdence Capital Advisors LLC | 5,533 | $532.2K | 0.04% | +5,533 | New |
| Thrive Wealth Management, LLC | 5,552 | $533.9K | 0.10% | +165+3.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,576 | $536.0K | 0.00% | −5,935−51.6% | Reduced |
| Sierra Summit Advisors LLC | 5,574 | $536.1K | 0.12% | +921+19.8% | Added |
| Chicago Capital, LLC | 5,638 | $542.3K | 0.02% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,644 | $542.8K | 0.02% | +10.0% | Added |
| Spinnaker Trust | 5,648 | $543.2K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 5,665 | $544.8K | 0.00% | −1,333−19.0% | Reduced |
| MGB Wealth Management, LLC | 5,714 | $548.8K | 0.20% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,623 | $549.0K | 0.08% | −140−2.4% | Reduced |
| LVZ Advisors, Inc. | 5,728 | $550.9K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,771 | $555.0K | 0.03% | +1,849+47.1% | Added |
| Horizon Investments, LLC | 5,772 | $555.2K | 0.01% | −92−1.6% | Reduced |
| Alaska Permanent Fund Corp | 5,825 | $560.2K | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 5,876 | $565.2K | 0.31% | −11,455−66.1% | Reduced |
| Resources Management Corp | 5,909 | $568.0K | 0.08% | −113−1.9% | Reduced |
| PAX Financial Group, LLC | 5,914 | $568.8K | 0.10% | +324+5.8% | Added |
| Csenge Advisory Group | 6,024 | $575.0K | 0.03% | −1,382−18.7% | Reduced |
| Clearstead Advisors, LLC | 5,991 | $576.2K | 0.01% | +11+0.2% | Added |
| Gradient Investments LLC | 6,038 | $580.7K | 0.01% | −786−11.5% | Reduced |
| Bradley Foster & Sargent Inc | 6,047 | $581.6K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,060 | $582.8K | 0.01% | +343+6.0% | Added |
| Summit Financial, LLC | 6,084 | $585.2K | 0.02% | +84+1.4% | Added |
| Citizens Financial Group Inc | 6,086 | $585.4K | 0.01% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,197 | $596.0K | 0.18% | +6,197 | New |
| Drake & Associates, LLC | 6,216 | $597.8K | 0.19% | +120+2.0% | Added |
| Central Trust Co | 6,236 | $599.8K | 0.01% | −1,832−22.7% | Reduced |
| Ransom Advisory, Ltd | 6,250 | $601.1K | 0.28% | +132+2.2% | Added |
| City State Bank | 6,253 | $601.4K | 0.22% | +300+5.0% | Added |
| My Legacy Advisors, LLC | 6,335 | $609.3K | 0.24% | −1,595−20.1% | Reduced |
| Bridges Investment Management Inc | 6,354 | $611.1K | 0.01% | +29+0.5% | Added |
| Raleigh Capital Management Inc. | 6,387 | $614.3K | 0.24% | +6,362+25,448.0% | Added |
| TBH Global Asset Management, LLC | 6,414 | $616.9K | 0.13% | −5−0.1% | Reduced |
| Ti-Trust, Inc | 6,430 | $618.4K | 0.44% | 00.0% | Unchanged |
| ING Groep NV | 6,441 | $619.5K | 0.00% | +6,441 | New |
| Blossom Wealth Management | 6,463 | $621.6K | 1.25% | +1,215+23.2% | Added |
| Advisors Management Group Inc | 6,492 | $624.0K | 0.15% | +21+0.3% | Added |
| Buckley Wealth Management, LLC | 6,503 | $625.5K | 0.19% | +174+2.7% | Added |
| Peapack Gladstone Financial Corp | 6,523 | $627.0K | 0.01% | +2,358+56.6% | Added |
| SPC Financial, Inc. | 6,579 | $632.8K | 0.06% | +300+4.8% | Added |
| Farther Finance Advisors, LLC | 6,677 | $642.2K | 0.02% | +250+3.9% | Added |
| Vestmark Advisory Solutions, Inc. | 6,691 | $643.6K | 0.02% | −44−0.7% | Reduced |
| Tudor Investment Corp Et Al | 6,708 | $645.2K | 0.01% | −206,841−96.9% | Reduced |
| Dakota Wealth Management | 6,769 | $651.0K | 0.01% | −337−4.7% | Reduced |
| MPS Loria Financial Planners, LLC | 6,770 | $651.1K | 0.19% | +31+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,771 | $651.2K | 0.09% | +6,771 | New |
| Integrated Advisors Network LLC | 6,866 | $660.4K | 0.03% | +14+0.2% | Added |
| Venturi Wealth Management, LLC | 6,902 | $663.8K | 0.03% | −96−1.4% | Reduced |
| Voya Financial Advisors, Inc. | 7,074 | $673.9K | 0.07% | +676+10.6% | Added |
| Stephenson National Bank & Trust | 7,023 | $675.5K | 0.21% | −73−1.0% | Reduced |
| Trust Co of Toledo NA | 7,039 | $677.0K | 0.09% | −50−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,180 | $690.5K | 0.06% | +16+0.2% | Added |
| Elevated Capital Advisors, LLC | 7,204 | $692.9K | 0.18% | +506+7.6% | Added |
| Marcum Wealth, LLC | 7,225 | $694.9K | 0.06% | +607+9.2% | Added |
| NewEdge Wealth, LLC | 7,279 | $700.1K | 0.01% | +239+3.4% | Added |
| Investment House LLC | 7,300 | $702.1K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,319 | $704.0K | 0.05% | +750+11.4% | Added |
| Paragon Private Wealth Management, LLC | 7,435 | $715.1K | 0.35% | +828+12.5% | Added |
| Zhang Financial LLC | 7,472 | $718.7K | 0.05% | +7,472 | New |
| Kesler, Norman & Wride, LLC | 7,517 | $723.0K | 0.14% | −5,976−44.3% | Reduced |
| Norden Group LLC | 7,533 | $724.5K | 0.09% | +2,562+51.5% | Added |
| Winch Advisory Services, LLC | 7,540 | $725.2K | 0.20% | +67+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $726.5K | 0.03% | +412+5.8% | Added |
| Triangle Securities Wealth Management | 7,572 | $728.3K | 0.19% | −26−0.3% | Reduced |
| Beaton Management Co. Inc. | 7,584 | $729.0K | 0.37% | −404−5.1% | Reduced |
| Jones Financial Companies LLLP | 7,691 | $733.3K | 0.00% | +2,398+45.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,679 | $738.6K | 0.03% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,688 | $739.4K | 0.06% | +3,747+95.1% | Added |
| MAI Capital Management | 7,724 | $742.9K | 0.01% | −275−3.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $743.7K | 0.08% | 00.0% | Unchanged |