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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,668 | $158.9K | 0.02% | +351+26.7% | Added |
| Bray Capital Advisors | 1,592 | $153.1K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,515 | $145.7K | 0.12% | −161−9.6% | Reduced |
| Red Tortoise LLC | 1,514 | $145.6K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,426 | $137.0K | 0.01% | +12+0.8% | Added |
| Richardson Financial Services Inc. | 1,743 | $136.8K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 1,395 | $134.2K | 0.02% | +55+4.1% | Added |
| Sentry Investment Management LLC | 1,373 | $132.0K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,365 | $131.3K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 1,347 | $129.6K | 0.04% | +1,347 | New |
| Financial Perspectives, Inc | 1,338 | $128.7K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,306 | $125.6K | 0.02% | +26+2.0% | Added |
| Y.D. More Investments Ltd | 1,298 | $124.8K | 0.01% | +1,298 | New |
| Hills Bank & Trust Co | 1,257 | $120.9K | 0.01% | +1,257 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,254 | $120.6K | 0.07% | +1,254 | New |
| Skopos Labs, Inc. | 1,222 | $117.5K | 0.04% | +1,222 | New |
| Independence Bank of Kentucky | 1,206 | $116.0K | 0.02% | +250+26.2% | Added |
| Beacon Capital Management, LLC | 1,195 | $114.9K | 0.02% | +140+13.3% | Added |
| Quent Capital, LLC | 1,197 | $114.7K | 0.01% | +4+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,188 | $114.2K | 0.02% | −2,258−65.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,168 | $112.3K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,146 | $110.2K | 0.01% | +337+41.7% | Added |
| CoreCap Advisors, LLC | 1,105 | $106.3K | 0.01% | +54+5.1% | Added |
| Union Savings Bank | 1,100 | $105.8K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 1,080 | $103.9K | 0.02% | +52+5.1% | Added |
| St Germain D J Co Inc | 1,060 | $102.0K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $101.8K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,049 | $100.9K | 0.00% | −1,282−55.0% | Reduced |
| Whittier Trust Co | 1,042 | $100.2K | 0.00% | +7+0.7% | Added |
| Alta Advisers Ltd | 1,000 | $96.2K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $94.4K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 971 | $93.4K | 0.01% | +125+14.8% | Added |
| Clean Yield Group | 970 | $93.3K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 964 | $92.8K | 0.00% | +267+38.3% | Added |
| Sandy Spring Bank | 918 | $88.3K | 0.00% | −345−27.3% | Reduced |
| GeoWealth Management, LLC | 911 | $87.6K | 0.00% | +911 | New |
| First Personal Financial Services | 910 | $87.5K | 0.02% | −115−11.2% | Reduced |
| First Pacific Financial | 902 | $86.8K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 900 | $86.6K | 0.03% | +900 | New |
| Boit C F David | 867 | $83.5K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 840 | $80.8K | 0.02% | +350+71.4% | Added |
| Loomis Sayles & Co L P | 826 | $79.0K | 0.00% | +67+8.8% | Added |
| NBC Securities, Inc. | 830 | $79.0K | 0.01% | +151+22.2% | Added |
| Capital Advisors, Ltd. LLC | 798 | $77.0K | 0.01% | −6−0.7% | Reduced |
| Arcadia Investment Management Corp | 800 | $76.9K | 0.01% | −1,900−70.4% | Reduced |
| Mather Group, LLC. | 779 | $74.9K | 0.00% | −11,402−93.6% | Reduced |
| Concord Wealth Partners | 777 | $74.8K | 0.01% | +133+20.7% | Added |
| Hilltop National Bank | 775 | $74.5K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 751 | $72.2K | 0.01% | +10+1.3% | Added |
| Central Pacific Bank - Trust Division | 741 | $71.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 740 | $71.2K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 706 | $67.9K | 0.00% | +134+23.4% | Added |
| Avalon Trust Co | 700 | $67.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 697 | $67.0K | 0.00% | +99+16.6% | Added |
| TruNorth Capital Management, LLC | 690 | $66.4K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 674 | $64.9K | 0.02% | −34−4.8% | Reduced |
| Lindbrook Capital, LLC | 656 | $63.1K | 0.01% | −167−20.3% | Reduced |
| Future Financial Wealth Managment LLC | 656 | $63.1K | 0.05% | +656 | New |
| Manchester Capital Management LLC | 643 | $61.8K | 0.01% | +27+4.4% | Added |
| GW&K Investment Management, LLC | 619 | $60.0K | 0.00% | +2+0.3% | Added |
| Prestige Wealth Management Group LLC | 612 | $58.9K | 0.01% | +5+0.8% | Added |
| Hollencrest Capital Management | 612 | $58.9K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $57.7K | 0.03% | 00.0% | Unchanged |
| Trust Co | 588 | $56.6K | 0.01% | +250+74.0% | Added |
| Anchor Investment Management, LLC | 587 | $56.5K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $55.8K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $55.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 578 | $55.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 566 | $54.4K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 564 | $54.2K | 0.02% | −66−10.5% | Reduced |
| SRS Capital Advisors, Inc. | 561 | $54.0K | 0.00% | −7−1.2% | Reduced |
| Cromwell Holdings LLC | 558 | $53.7K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $53.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 548 | $52.7K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $51.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 540 | $51.9K | 0.04% | +29+5.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 539 | $51.8K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 522 | $50.2K | 0.03% | +522 | New |
| Perritt Capital Management Inc | 520 | $50.0K | 0.03% | +5+1.0% | Added |
| Salem Investment Counselors Inc | 518 | $49.8K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 513 | $49.3K | 0.00% | +513 | New |
| Parkside Financial Bank & Trust | 502 | $48.3K | 0.01% | −95−15.9% | Reduced |
| nVerses Capital, LLC | 500 | $48.1K | 0.02% | −1,000−66.7% | Reduced |
| Mizuho Bank, Ltd. | 500 | $48.1K | 0.01% | −100−16.7% | Reduced |
| Wintrust Investments LLC | 490 | $47.0K | 0.03% | −3,753−88.5% | Reduced |
| Deseret Mutual Benefit Administrators | 488 | $46.9K | 0.02% | +63+14.8% | Added |
| SOA Wealth Advisors, LLC. | 480 | $46.2K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 474 | $45.6K | 0.01% | −56−10.6% | Reduced |
| Ashton Thomas Securities, LLC | 468 | $45.0K | 0.01% | +468 | New |
| TD Waterhouse Canada Inc. | 459 | $44.4K | 0.00% | +37+8.8% | Added |
| Piscataqua Savings Bank | 459 | $44.1K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 454 | $43.7K | 0.01% | +454 | New |
| Elequin Capital LP | 453 | $43.6K | 0.00% | +453 | New |
| Essex Investment Management Co LLC | 430 | $41.4K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 429 | $41.2K | 0.02% | −115−21.1% | Reduced |
| Maryland Capital Advisors Inc. | 418 | $40.2K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 412 | $39.6K | 0.01% | −40−8.8% | Reduced |
| Spire Wealth Management | 402 | $38.6K | 0.00% | −280−41.1% | Reduced |
| William B. Walkup & Associates, Inc. | 398 | $38.3K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 379 | $37.0K | 0.02% | +97+34.4% | Added |