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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 12,997 | $1.25M | 0.01% | −13,329−50.6% | Reduced |
| Miller Howard Investments Inc | 13,172 | $1.27M | 0.04% | −646−4.7% | Reduced |
| ICW Investment Advisors LLC | 13,222 | $1.27M | 0.53% | +182+1.4% | Added |
| Schmidt P J Investment Management Inc | 13,230 | $1.27M | 0.22% | −1,002−7.0% | Reduced |
| Norinchukin Bank, The | 13,509 | $1.30M | 0.03% | +2,135+18.8% | Added |
| South Dakota Investment Council | 13,566 | $1.30M | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,681 | $1.32M | 0.09% | +13,681 | New |
| D.A. Davidson & Co. | 13,752 | $1.32M | 0.01% | −498−3.5% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.33M | 0.28% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,918 | $1.34M | 0.08% | −766−5.2% | Reduced |
| Atria Wealth Solutions, Inc. | 13,960 | $1.34M | 0.01% | +761+5.8% | Added |
| Wealth Alliance | 13,980 | $1.34M | 0.16% | +4,818+52.6% | Added |
| Dana Investment Advisors, Inc. | 14,169 | $1.36M | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,476 | $1.39M | 0.08% | +14,476 | New |
| Nordea Investment Management AB | 15,142 | $1.45M | 0.00% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 15,453 | $1.49M | 0.05% | −400−2.5% | Reduced |
| Ascent Group, LLC | 15,626 | $1.50M | 0.11% | −1,652−9.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.51M | 0.09% | 00.0% | Unchanged |
| Twin Capital Management Inc | 15,739 | $1.51M | 0.17% | −2,453−13.5% | Reduced |
| Integrated Wealth Concepts LLC | 15,870 | $1.53M | 0.02% | +3,942+33.0% | Added |
| Wedbush Securities Inc | 15,917 | $1.53M | 0.06% | −1,053−6.2% | Reduced |
| Fox Hill Wealth Management | 15,924 | $1.53M | 0.84% | +51+0.3% | Added |
| LVW Advisors, LLC | 16,082 | $1.55M | 0.20% | −121−0.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,102 | $1.55M | 0.43% | +1,156+7.7% | Added |
| Spirit of America Management Corp | 16,750 | $1.61M | 0.32% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17,068 | $1.64M | 0.39% | −821−4.6% | Reduced |
| Pathway Financial Advisers, LLC | 17,191 | $1.65M | 0.75% | +17,191 | New |
| Nations Financial Group Inc, | 17,198 | $1.65M | 0.12% | +1,160+7.2% | Added |
| Sabal Trust CO | 17,329 | $1.67M | 0.09% | +343+2.0% | Added |
| Second Half Financial Partners, LLC | 17,363 | $1.67M | 0.89% | −15,833−47.7% | Reduced |
| Securian Asset Management, Inc | 17,460 | $1.68M | 0.05% | −641−3.5% | Reduced |
| Lido Advisors, LLC | 17,475 | $1.68M | 0.01% | −949−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,473 | $1.68M | 0.03% | +6,642+61.3% | Added |
| Schonfeld Strategic Advisors LLC | 17,506 | $1.68M | 0.01% | −82,579−82.5% | Reduced |
| CWM, LLC | 17,553 | $1.69M | 0.01% | +693+4.1% | Added |
| OV Management LLC | 17,600 | $1.69M | 1.12% | +17,600 | New |
| Rakuten Investment Management, Inc. | 17,906 | $1.71M | 0.01% | +4,463+33.2% | Added |
| Louisiana State Employees Retirement System | 17,800 | $1.71M | 0.03% | −100−0.6% | Reduced |
| Westpac Banking Corp | 17,865 | $1.72M | 0.12% | −1,468−7.6% | Reduced |
| Centiva Capital, LP | 17,876 | $1.72M | 0.08% | −39,915−69.1% | Reduced |
| Caldwell Trust Co | 17,932 | $1.72M | 0.18% | −930−4.9% | Reduced |
| Johnson Financial Group, Inc. | 18,050 | $1.74M | 0.08% | +8,746+94.0% | Added |
| Raymond James Trust N.A. | 18,054 | $1.74M | 0.04% | +5,330+41.9% | Added |
| Maryland State Retirement & Pension System | 18,067 | $1.74M | 0.04% | −6,028−25.0% | Reduced |
| BKM Wealth Management, LLC | 18,089 | $1.74M | 0.71% | +5,416+42.7% | Added |
| Beverly Hills Private Wealth, LLC | 18,140 | $1.74M | 0.35% | −3,369−15.7% | Reduced |
| Ellenbecker Investment Group | 18,720 | $1.80M | 0.34% | +45+0.2% | Added |
| Simplex Trading, LLC | 18,777 | $1.80M | 0.06% | +9,024+92.5% | Added |
| Cornerstone Advisors, LLC | 18,900 | $1.82M | 0.07% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 18,993 | $1.83M | 0.23% | +15,114+389.6% | Added |
| Blackhawk Capital Partners LLC. | 19,032 | $1.83M | 0.98% | −425−2.2% | Reduced |
| Profund Advisors LLC | 19,070 | $1.83M | 0.07% | +1,632+9.4% | Added |
| M&T Bank Corp | 19,386 | $1.86M | 0.01% | −864−4.3% | Reduced |
| Quantinno Capital Management LP | 19,473 | $1.87M | 0.02% | +5,322+37.6% | Added |
| Univest Financial Corp | 19,617 | $1.89M | 0.12% | +16,631+557.0% | Added |
| Gries Financial LLC | 19,694 | $1.89M | 0.35% | −4,872−19.8% | Reduced |
| Hartford Investment Management Co | 19,818 | $1.91M | 0.06% | −413−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 20,001 | $1.92M | 0.06% | +447+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,209 | $1.93M | 0.01% | +6,355+45.9% | Added |
| Concurrent Investment Advisors, LLC | 20,178 | $1.94M | 0.06% | −777−3.7% | Reduced |
| Vident Advisory, LLC | 20,196 | $1.94M | 0.05% | −914−4.3% | Reduced |
| KCM Investment Advisors LLC | 20,285 | $1.95M | 0.07% | +39+0.2% | Added |
| SpiderRock Advisors, LLC | 20,319 | $1.95M | 0.04% | +13,452+195.9% | Added |
| Oppenheimer Asset Management Inc. | 20,440 | $1.97M | 0.02% | +871+4.5% | Added |
| Ameritas Advisory Services, LLC | 20,444 | $1.97M | 0.08% | −4,666−18.6% | Reduced |
| Flputnam Investment Management Co | 17,183 | $1.97M | 0.04% | −4,083−19.2% | Reduced |
| Mizuho Securities USA LLC | 20,496 | $1.97M | 0.04% | −3,852−15.8% | Reduced |
| Colonial Trust Co | 20,559 | $1.98M | 0.30% | +20,133+4,726.1% | Added |
| Drucker Wealth 3.0, LLC | 20,671 | $1.99M | 0.48% | +1,060+5.4% | Added |
| Global Retirement Partners, LLC | 20,705 | $1.99M | 0.06% | +11,319+120.6% | Added |
| Associated Banc-Corp | 20,789 | $2.00M | 0.06% | +1,770+9.3% | Added |
| Robeco Institutional Asset Management B.V. | 20,871 | $2.01M | 0.00% | −10,213−32.9% | Reduced |
| Pensionmark Financial Group, LLC | 21,075 | $2.03M | 0.06% | +2,845+15.6% | Added |
| Independent Advisor Alliance | 21,337 | $2.05M | 0.07% | −391−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 21,542 | $2.07M | 0.04% | −238−1.1% | Reduced |
| Nicolet Bankshares Inc | 21,839 | $2.10M | 0.51% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 21,934 | $2.11M | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 21,981 | $2.11M | 0.01% | +14,412+190.4% | Added |
| Ontario Teachers Pension Plan Board | 21,981 | $2.11M | 0.02% | −31,390−58.8% | Reduced |
| Savant Capital, LLC | 21,995 | $2.12M | 0.02% | +1,686+8.3% | Added |
| Kentucky Retirement Systems | 22,020 | $2.12M | 0.06% | −1,779−7.5% | Reduced |
| Metis Global Partners, LLC | 22,621 | $2.18M | 0.07% | +3,008+15.3% | Added |
| Oppenheimer & Co Inc | 22,641 | $2.18M | 0.03% | −458−2.0% | Reduced |
| Swiss Life Asset Management Ltd | 22,844 | $2.20M | 0.02% | −44,369−66.0% | Reduced |
| Colony Group, LLC | 22,822 | $2.20M | 0.01% | +1,251+5.8% | Added |
| apricus wealth, LLC | 22,850 | $2.20M | 1.45% | +3,335+17.1% | Added |
| Principal Securities, Inc. | 22,933 | $2.21M | 0.05% | +2,728+13.5% | Added |
| Pinebridge Investments, L.P. | 23,018 | $2.21M | 0.02% | −259,363−91.8% | Reduced |
| Broadwater Capital Management LLC | 23,250 | $2.24M | 1.65% | −400−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 23,629 | $2.27M | 0.02% | −1,404−5.6% | Reduced |
| Rodgers Brothers Inc. | 23,694 | $2.28M | 0.29% | +2,500+11.8% | Added |
| Meyer Handelman Co | 23,928 | $2.30M | 0.08% | −1,622−6.3% | Reduced |
| Journey Advisory Group, LLC | 29,599 | $2.32M | 0.28% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 23,839 | $2.33M | 0.64% | +2,822+13.4% | Added |
| Alberta Investment Management Corp | 24,600 | $2.37M | 0.02% | −1,800−6.8% | Reduced |
| Gulf International Bank (UK) Ltd | 24,927 | $2.40M | 0.06% | −1,213−4.6% | Reduced |
| Captrust Financial Advisors | 24,957 | $2.40M | 0.01% | +2,583+11.5% | Added |
| UniSuper Management Pty Ltd | 25,068 | $2.41M | 0.02% | −173−0.7% | Reduced |
| Pathstone Holdings, LLC | 25,091 | $2.41M | 0.01% | −854−3.3% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,725 | $2.47M | 0.65% | +380+1.5% | Added |