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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 7,803 | $750.5K | 0.01% | −214−2.7% | Reduced |
| Proequities, Inc. | 7,935 | $763.1K | 0.05% | +475+6.4% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $763.8K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,945 | $764.2K | 0.05% | +13+0.2% | Added |
| Everence Capital Management Inc | 7,950 | $765.0K | 0.05% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,978 | $767.3K | 0.03% | −27−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $779.3K | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 8,117 | $779.9K | 0.06% | +503+6.6% | Added |
| McDonald Partners LLC | 8,182 | $787.0K | 0.20% | +210+2.6% | Added |
| Searle & Co. | 8,200 | $788.7K | 0.20% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,232 | $791.8K | 0.02% | +1,162+16.4% | Added |
| Eastern Bank | 8,234 | $791.9K | 0.01% | +8,234 | New |
| BKD Wealth Advisors, LLC | 8,241 | $792.6K | 0.02% | +15+0.2% | Added |
| Inceptionr LLC | 8,247 | $793.2K | 0.19% | −1,807−18.0% | Reduced |
| Intrua Financial, LLC | 8,250 | $793.5K | 0.13% | +2,585+45.6% | Added |
| Snowden Capital Advisors LLC | 8,293 | $797.6K | 0.02% | +937+12.7% | Added |
| Vantage Financial Partners, LLC | 8,305 | $798.8K | 0.20% | +116+1.4% | Added |
| Montag A & Associates Inc | 8,414 | $809.3K | 0.04% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,443 | $812.1K | 0.01% | −870−9.3% | Reduced |
| Wright Investors Service Inc | 8,455 | $813.2K | 0.21% | +8,455 | New |
| Natixis | 8,598 | $827.0K | 0.01% | +8,598 | New |
| WNY Asset Management, LLC | 8,623 | $829.4K | 0.10% | +116+1.4% | Added |
| FineMark National Bank & Trust | 8,638 | $830.8K | 0.03% | +50+0.6% | Added |
| Prospera Financial Services Inc | 8,655 | $832.6K | 0.02% | −473−5.2% | Reduced |
| Chelsea Counsel Co | 8,672 | $834.1K | 0.41% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 8,680 | $834.8K | 0.01% | −137−1.6% | Reduced |
| Valmark Advisers, Inc. | 8,730 | $839.6K | 0.01% | −204−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 8,762 | $842.7K | 0.02% | +672+8.3% | Added |
| Walleye Capital LLC | 8,776 | $844.1K | 0.01% | −13,341−60.3% | Reduced |
| RSM US Wealth Management LLC | 8,814 | $852.8K | 0.01% | +884+11.1% | Added |
| Apollon Wealth Management, LLC | 8,891 | $855.1K | 0.02% | −692−7.2% | Reduced |
| PFG Investments, LLC | 9,181 | $883.0K | 0.06% | −600−6.1% | Reduced |
| Avantax Planning Partners, Inc. | 9,181 | $883.0K | 0.03% | −167−1.8% | Reduced |
| Wealthspire Advisors, LLC | 9,200 | $884.8K | 0.01% | −558−5.7% | Reduced |
| Hendershot Investments Inc. | 9,218 | $886.6K | 0.12% | −1,228−11.8% | Reduced |
| Fullcircle Wealth LLC | 9,221 | $894.4K | 0.40% | +467+5.3% | Added |
| Johnson Investment Counsel Inc | 9,334 | $897.7K | 0.01% | −187−2.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,358 | $900.1K | 0.06% | −829−8.1% | Reduced |
| Illinois Municipal Retirement Fund | 9,363 | $900.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 9,533 | $916.9K | 0.74% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,566 | $920.1K | 0.97% | +62+0.7% | Added |
| American State Bank (Iowa) | 9,584 | $921.8K | 0.56% | 00.0% | Unchanged |
| Romano Brothers and Company | 9,607 | $924.0K | 0.12% | +154+1.6% | Added |
| Claro Advisors LLC | 9,610 | $924.3K | 0.12% | +835+9.5% | Added |
| Security National Bank | 9,744 | $937.2K | 0.13% | +9,744 | New |
| Bleakley Financial Group, LLC | 9,756 | $938.4K | 0.03% | +1,858+23.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,855 | $947.5K | 0.01% | +423+4.5% | Added |
| IHT Wealth Management, LLC | 9,939 | $955.6K | 0.03% | +549+5.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,017 | $963.4K | 0.02% | −34−0.3% | Reduced |
| Shell Asset Management Co | 10,084 | $970.0K | 0.04% | +10,084 | New |
| Portside Wealth Group, LLC | 10,135 | $974.8K | 0.17% | −169−1.6% | Reduced |
| Ronald Blue Trust, Inc. | 12,514 | $981.9K | 0.01% | +2,120+20.4% | Added |
| Independent Financial Group, LLC | 10,320 | $992.6K | 0.04% | −331−3.1% | Reduced |
| Credit Agricole S A | 10,410 | $1.00M | 0.01% | −29,059−73.6% | Reduced |
| HM Payson & Co | 10,449 | $1.00M | 0.02% | −469−4.3% | Reduced |
| Qtron Investments LLC | 10,459 | $1.01M | 0.14% | +10,459 | New |
| Investment Management Corp of Ontario | 10,462 | $1.01M | 0.02% | +3,400+48.1% | Added |
| Aviso Financial Inc. | 10,653 | $1.02M | 0.05% | +906+9.3% | Added |
| Ieq Capital, LLC | 10,657 | $1.02M | 0.01% | +4,641+77.1% | Added |
| Scientech Research LLC | 10,658 | $1.03M | 0.20% | +2,290+27.4% | Added |
| Nicholson Wealth Management Group, LLC | 10,717 | $1.03M | 0.85% | +10,717 | New |
| Brown Capital Management LLC | 10,726 | $1.03M | 0.02% | −142−1.3% | Reduced |
| TrinityPoint Wealth, LLC | 10,755 | $1.03M | 0.15% | +134+1.3% | Added |
| Icon Wealth Advisors, LLC | 10,838 | $1.04M | 0.09% | −116−1.1% | Reduced |
| Empirical Finance, LLC | 10,884 | $1.05M | 0.06% | +229+2.1% | Added |
| Venture Visionary Partners LLC | 10,918 | $1.05M | 0.05% | +43+0.4% | Added |
| Merit Financial Group, LLC | 10,922 | $1.05M | 0.02% | −480−4.2% | Reduced |
| Rowland & Co Investment Counsel | 10,991 | $1.06M | 0.21% | −314−2.8% | Reduced |
| Ethic Inc. | 13,000 | $1.07M | 0.03% | +437+3.5% | Added |
| NorthRock Partners, LLC | 11,113 | $1.07M | 0.04% | −1,262−10.2% | Reduced |
| Twin City Private Wealth, LLC | 11,153 | $1.07M | 0.93% | +1,539+16.0% | Added |
| Trueblood Wealth Management, LLC | 11,205 | $1.08M | 0.54% | −10.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,247 | $1.08M | 0.22% | −3,703−24.8% | Reduced |
| We Are One Seven, LLC | 11,460 | $1.10M | 0.05% | +3,290+40.3% | Added |
| Sigma Planning Corp | 11,516 | $1.11M | 0.03% | +2,627+29.6% | Added |
| Empowered Funds, LLC | 11,601 | $1.12M | 0.02% | −23,729−67.2% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $1.12M | 0.88% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 11,623 | $1.12M | 0.00% | +1,189+11.4% | Added |
| Fulton Bank, N.A. | 11,664 | $1.12M | 0.04% | +8,398+257.1% | Added |
| IFP Advisors, Inc | 11,728 | $1.13M | 0.04% | +1,579+15.6% | Added |
| Prairie Sky Financial Group LLC | 11,736 | $1.13M | 0.64% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,740 | $1.13M | 0.01% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 11,745 | $1.13M | 0.50% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 11,751 | $1.13M | 0.02% | +2,307+24.4% | Added |
| Veriti Management LLC | 11,800 | $1.13M | 0.06% | +1,378+13.2% | Added |
| Geneos Wealth Management Inc. | 11,874 | $1.14M | 0.04% | +2,149+22.1% | Added |
| Legacy Private Trust Co. | 11,963 | $1.15M | 0.08% | −600−4.8% | Reduced |
| QRG Capital Management, Inc. | 11,991 | $1.15M | 0.01% | +529+4.6% | Added |
| Hantz Financial Services, Inc. | 12,247 | $1.18M | 0.02% | −47−0.4% | Reduced |
| GAMMA Investing LLC | 12,399 | $1.19M | 0.12% | +1,522+14.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 12,411 | $1.19M | 0.24% | +562+4.7% | Added |
| Bryn Mawr Trust Co | 12,421 | $1.19M | 0.02% | +8,751+238.4% | Added |
| iA Global Asset Management Inc. | 12,457 | $1.20M | 0.02% | +743+6.3% | Added |
| NEOS Investment Management LLC | 12,564 | $1.21M | 0.04% | +2,436+24.1% | Added |
| Sterling Capital Management LLC | 12,601 | $1.21M | 0.02% | +12,601 | New |
| Cornell Pochily Investment Advisors, Inc. | 12,695 | $1.22M | 0.42% | −97−0.8% | Reduced |
| Marks Group Wealth Management, Inc | 12,764 | $1.23M | 0.12% | −143−1.1% | Reduced |
| Landaas & Co | 12,804 | $1.23M | 0.34% | +430+3.5% | Added |
| Stock Yards Bank & Trust Co | 12,880 | $1.24M | 0.04% | −1,277−9.0% | Reduced |
| Conning Inc. | 12,914 | $1.24M | 0.04% | 00.0% | Unchanged |