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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 25,758 | $2.48M | 1.15% | +900+3.6% | Added |
| Tower Research Capital LLC (TRC) | 25,805 | $2.48M | 0.07% | −29,148−53.0% | Reduced |
| Mercer Global Advisors Inc | 25,817 | $2.50M | 0.01% | −167−0.6% | Reduced |
| Keybank National Association | 25,999 | $2.50M | 0.01% | −436−1.6% | Reduced |
| JustInvest LLC | 26,111 | $2.51M | 0.04% | +4,655+21.7% | Added |
| KBC Group NV | 26,155 | $2.52M | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 26,173 | $2.52M | 0.08% | −1,405−5.1% | Reduced |
| HighPoint Advisor Group LLC | 26,183 | $2.52M | 0.15% | −610−2.3% | Reduced |
| Thrivent Financial for Lutherans | 26,277 | $2.53M | 0.00% | +3,880+17.3% | Added |
| Brevan Howard Capital Management LP | 26,392 | $2.54M | 0.12% | +12,203+86.0% | Added |
| Rothschild Investment LLC | 27,034 | $2.60M | 0.17% | −532−1.9% | Reduced |
| Brown Advisory Inc | 27,064 | $2.60M | 0.00% | −1,037−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 27,103 | $2.61M | 0.05% | +100.0% | Added |
| Private Advisor Group, LLC | 27,116 | $2.61M | 0.02% | −505−1.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 27,132 | $2.61M | 0.23% | −1,629−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 27,145 | $2.61M | 0.01% | −5,071−15.7% | Reduced |
| Lazard Asset Management LLC | 27,697 | $2.66M | 0.00% | −1,828−6.2% | Reduced |
| Bokf, NA | 27,794 | $2.68M | 0.05% | −1,043−3.6% | Reduced |
| Aquila Investment Management LLC | 28,000 | $2.69M | 3.00% | 00.0% | Unchanged |
| First American Bank | 28,283 | $2.72M | 0.20% | −2,880−9.2% | Reduced |
| Reaves W H & Co Inc | 28,300 | $2.72M | 0.07% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 28,484 | $2.74M | 0.02% | +1,158+4.2% | Added |
| Wealthfront Advisers LLC | 28,485 | $2.74M | 0.01% | +4,632+19.4% | Added |
| Level Four Advisory Services, LLC | 28,743 | $2.75M | 0.12% | +2,243+8.5% | Added |
| Entropy Technologies, LP | 29,186 | $2.81M | 0.29% | +8,627+42.0% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.83M | 1.05% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 29,463 | $2.83M | 0.13% | −1,986−6.3% | Reduced |
| Lantz Financial LLC | 29,778 | $2.86M | 0.78% | +1,508+5.3% | Added |
| Leavell Investment Management, Inc. | 29,888 | $2.87M | 0.14% | +286+1.0% | Added |
| TD Private Client Wealth LLC | 29,957 | $2.88M | 0.08% | +13,797+85.4% | Added |
| Verition Fund Management LLC | 29,968 | $2.88M | 0.02% | +20,180+206.2% | Added |
| Motley Fool Wealth Management, LLC | 29,978 | $2.88M | 0.14% | +10,126+51.0% | Added |
| Panagora Asset Management Inc | 30,160 | $2.90M | 0.01% | −31,276−50.9% | Reduced |
| RFG Advisory, LLC | 30,415 | $2.93M | 0.09% | +969+3.3% | Added |
| Sit Investment Associates Inc | 30,700 | $2.95M | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 30,731 | $2.96M | 0.01% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 31,000 | $2.98M | 1.68% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 31,419 | $3.02M | 0.03% | +924+3.0% | Added |
| Belpointe Asset Management LLC | 31,425 | $3.02M | 0.18% | +1,215+4.0% | Added |
| Farmers & Merchants Investments Inc | 31,518 | $3.03M | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 31,968 | $3.07M | 0.01% | −107,014−77.0% | Reduced |
| Somerset Trust Co | 32,553 | $3.13M | 1.17% | −187−0.6% | Reduced |
| Premier Fund Managers Ltd | 33,000 | $3.14M | 0.11% | +9,000+37.5% | Added |
| International Assets Investment Management, LLC | 303,515 | $3.16M | 0.01% | +300,574+10,220.1% | Added |
| Zions Bancorporation, N.A. | 33,209 | $3.19M | 0.23% | +29,992+932.3% | Added |
| Kestra Private Wealth Services, LLC | 33,246 | $3.20M | 0.06% | +7,567+29.5% | Added |
| Schroder Investment Management Group | 34,398 | $3.28M | 0.00% | −4,282−11.1% | Reduced |
| United Capital Management of KS, Inc. | 34,445 | $3.31M | 0.72% | +2,193+6.8% | Added |
| Alta Capital Management LLC | 34,737 | $3.34M | 0.20% | +1,205+3.6% | Added |
| Prosperity Consulting Group, LLC | 34,863 | $3.35M | 0.26% | −785−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 34,924 | $3.36M | 0.00% | +8,968+34.6% | Added |
| Assetmark, Inc | 34,998 | $3.37M | 0.01% | +7,335+26.5% | Added |
| Regions Financial Corp | 35,088 | $3.37M | 0.02% | +3,191+10.0% | Added |
| Two Sigma Investments, LP | 35,200 | $3.39M | 0.01% | −223,100−86.4% | Reduced |
| N.E.W. Advisory Services LLC | 35,360 | $3.40M | 0.34% | +564+1.6% | Added |
| Cresset Asset Management, LLC | 35,458 | $3.41M | 0.01% | −616−1.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 35,519 | $3.42M | 0.00% | −123,370−77.6% | Reduced |
| KLCM Advisors, Inc. | 35,595 | $3.42M | 0.41% | −1,605−4.3% | Reduced |
| Alliance Wealth Advisors, LLC | 35,932 | $3.46M | 0.91% | +1,720+5.0% | Added |
| Rafferty Asset Management, LLC | 36,423 | $3.50M | 0.01% | +2,147+6.3% | Added |
| State of Alaska, Department of Revenue | 36,720 | $3.53M | 0.04% | +2,370+6.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 37,167 | $3.57M | 0.14% | +11,490+44.7% | Added |
| Janus Henderson Group PLC | 37,574 | $3.61M | 0.00% | −5,500−12.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,785 | $3.63M | 0.10% | −110.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 38,257 | $3.68M | 0.20% | +1,095+2.9% | Added |
| Richard C. Young & CO., LTD. | 38,274 | $3.68M | 0.40% | −1,058−2.7% | Reduced |
| Daiwa Securities Group Inc. | 38,499 | $3.70M | 0.02% | +3,980+11.5% | Added |
| Glenmede Trust Co NA | 38,504 | $3.70M | 0.02% | −6,092−13.7% | Reduced |
| Park Avenue Securities LLC | 38,519 | $3.71M | 0.04% | −3,283−7.9% | Reduced |
| Mutual of America Capital Management LLC | 38,918 | $3.74M | 0.04% | −908−2.3% | Reduced |
| Nissay Asset Management Corp | 39,034 | $3.75M | 0.02% | −1,294−3.2% | Reduced |
| HRT Financial LP | 39,233 | $3.77M | 0.02% | +32,963+525.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,516 | $3.80M | 0.04% | +314+0.8% | Added |
| Morton Community Bank | 39,525 | $3.80M | 0.99% | −195−0.5% | Reduced |
| Nicholas Company, Inc. | 39,775 | $3.83M | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 48,844 | $3.83M | 0.08% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 40,325 | $3.88M | 0.71% | −37−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | −50−0.1% | Reduced |
| Alley Investment Management Company, LLC | 41,244 | $3.97M | 0.50% | +477+1.2% | Added |
| New York Life Investment Management LLC | 41,979 | $4.04M | 0.04% | −1,355−3.1% | Reduced |
| Bright Rock Capital Management, LLC | 42,000 | $4.04M | 0.81% | −4,000−8.7% | Reduced |
| Great Valley Advisor Group, Inc. | 42,228 | $4.06M | 0.10% | +34,277+431.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 42,637 | $4.10M | 0.21% | +822+2.0% | Added |
| CIBC World Markets Corp | 42,860 | $4.12M | 0.03% | +2,201+5.4% | Added |
| Options Solutions, LLC | 43,046 | $4.14M | 2.00% | 00.0% | Unchanged |
| Xponance, Inc. | 43,425 | $4.18M | 0.04% | +843+2.0% | Added |
| Blair William & Co | 44,098 | $4.24M | 0.01% | −775−1.7% | Reduced |
| S&CO Inc | 44,237 | $4.25M | 0.28% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 44,995 | $4.33M | 0.02% | −25,114−35.8% | Reduced |
| Kingsview Wealth Management, LLC | 46,964 | $4.52M | 0.09% | +742+1.6% | Added |
| Agf Management Ltd | 48,005 | $4.62M | 0.02% | +8,029+20.1% | Added |
| Brinker Capital Investments, LLC | 48,137 | $4.63M | 0.05% | +1,821+3.9% | Added |
| Orion Portfolio Solutions, LLC | 48,137 | $4.63M | 0.05% | +1,821+3.9% | Added |
| Intech Investment Management LLC | 48,484 | $4.66M | 0.05% | −1,241−2.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 48,842 | $4.70M | 0.09% | +24,441+100.2% | Added |
| Bank of Nova Scotia | 49,022 | $4.71M | 0.01% | +11,722+31.4% | Added |
| Opus Investment Management Inc | 50,000 | $4.81M | 3.38% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.81M | 0.42% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 50,469 | $4.85M | 0.05% | −363−0.7% | Reduced |
| GWM Advisors LLC | 50,497 | $4.86M | 0.03% | +5,925+13.3% | Added |