Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2024: 1,132 institutions

Value heldQ3 2024: $24.2B

Institutions holding WEC and their total value by quarter
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.

Institutions holding WEC in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Olistico Wealth, LLC	372	$35.8K	0.02%	00.0%	Unchanged
Ancora Advisors, LLC	354	$34.0K	0.00%	−57−13.9%	Reduced
Valued Wealth Advisors LLC	343	$33.0K	0.02%	00.0%	Unchanged
Center for Financial Planning, Inc.	333	$32.0K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	338	$32.0K	0.01%	−5−1.5%	Reduced
Pinnacle Financial Partners Inc	328	$31.5K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	326	$31.4K	0.01%	00.0%	Unchanged
Covestor Ltd	311	$30.0K	0.02%	−3−1.0%	Reduced
Coastline Trust Co	305	$29.3K	0.00%	+305	New
Silvant Capital Management LLC	290	$27.9K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	279	$26.9K	0.02%	+2+0.7%	Added
Asset Dedication, LLC	276	$26.5K	0.00%	00.0%	Unchanged
Sound Income Strategies, LLC	271	$26.1K	0.00%	−92−25.3%	Reduced
Plante Moran Financial Advisors, LLC	264	$25.4K	0.00%	+8+3.1%	Added
Princeton Global Asset Management LLC	259	$24.9K	0.00%	+1+0.4%	Added
Jaffetilchin Investment Partners, LLC	250	$24.0K	0.00%	+250	New
CoreFirst Bank & Trust	245	$23.6K	0.01%	+245	New
Capital Performance Advisors LLP	245	$23.6K	0.01%	+245	New
Cullen/Frost Bankers, Inc.	245	$23.5K	0.00%	+39+18.9%	Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA	240	$23.1K	0.01%	00.0%	Unchanged
NBT Bank N A	240	$23.1K	0.00%	+240	New
Rosenberg Matthew Hamilton	230	$22.1K	0.01%	00.0%	Unchanged
Stephens Consulting, LLC	228	$21.9K	0.01%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	228	$21.9K	0.01%	00.0%	Unchanged
Arrow Financial Corp	225	$21.6K	0.00%	−25−10.0%	Reduced
Atticus Wealth Management, LLC	210	$20.2K	0.01%	−10−4.5%	Reduced
Fortitude Family Office, LLC	210	$20.2K	0.01%	+130+162.5%	Added
HHM Wealth Advisors, LLC	202	$19.4K	0.00%	+42+26.3%	Added
Bank of New Hampshire	200	$19.2K	0.00%	−3,460−94.5%	Reduced
Legacy Investment Solutions, LLC	194	$18.9K	0.01%	+194	New
Legacy Wealth Managment, LLC	194	$18.9K	0.01%	+194	New
Wolff Wiese Magana LLC	193	$18.6K	0.01%	+188+3,760.0%	Added
Frazier Financial Advisors, LLC	192	$18.4K	0.01%	+192	New
MV Capital Management, Inc.	191	$18.4K	0.00%	+7+3.8%	Added
JFS Wealth Advisors, LLC	189	$18.2K	0.00%	+108+133.3%	Added
Chilton Capital Management LLC	175	$16.8K	0.00%	−452−72.1%	Reduced
First Community Trust NA	166	$16.0K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	162	$15.6K	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	145	$13.9K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	144	$13.8K	0.00%	+10+7.5%	Added
Mendota Financial Group, LLC	136	$13.1K	0.01%	+76+126.7%	Added
Hemington Wealth Management	143	$13.0K	0.00%	+143	New
Christopher J. Hasenberg, Inc	137	$12.9K	0.01%	−130−48.7%	Reduced
Rogco, LP	126	$12.1K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	127	$12.1K	0.00%	−23−15.3%	Reduced
Sachetta, LLC	124	$11.9K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	120	$11.5K	0.00%	00.0%	Unchanged
Global X Japan Co., Ltd.	117	$11.3K	0.00%	−204−63.6%	Reduced
Kimelman & Baird, LLC	116	$11.2K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	115	$11.1K	0.00%	+115	New
DHJJ Financial Advisors, Ltd.	112	$10.8K	0.00%	00.0%	Unchanged
Wiser Advisor Group LLC	111	$10.7K	0.02%	00.0%	Unchanged
Sittner & Nelson, LLC	107	$10.2K	0.00%	00.0%	Unchanged
Key Financial Inc	106	$10.2K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	100	$10.0K	0.00%	+1+1.0%	Added
Briaud Financial Planning, Inc	114	$10.0K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	102	$9.81K	0.00%	−296−74.4%	Reduced
Eagle Bay Advisors LLC	100	$9.66K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	100	$9.62K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	100	$9.62K	0.01%	00.0%	Unchanged
Northwest Financial Advisors	99	$9.52K	0.01%	+99	New
Northwest Capital Management Inc	95	$9.11K	0.00%	00.0%	Unchanged
Naples Money Management LLC	90	$8.66K	0.01%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	89	$8.56K	0.00%	00.0%	Unchanged
Aspire Private Capital, LLC	87	$8.38K	0.00%	+87	New
LFA - Lugano Financial Advisors SA	85	$8.18K	0.01%	+85	New
Hobbs Group Advisors, LLC	83	$7.98K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	82	$7.89K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	79	$7.60K	0.00%	−3−3.7%	Reduced
Richard W. Paul & Associates, LLC	79	$7.60K	0.00%	+79	New
Investors Research Corp	77	$7.41K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	76	$7.24K	0.00%	+7+10.1%	Added
Horizon Bancorp Inc	68	$7.00K	0.00%	+68	New
GHP Investment Advisors, Inc.	68	$6.54K	0.00%	−63−48.1%	Reduced
Wells Financial Advisors INC	67	$6.44K	0.01%	+67	New
LRI Investments, LLC	67	$6.44K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	66	$6.39K	0.00%	−2,307−97.2%	Reduced
Grove Bank & Trust	64	$6.16K	0.00%	+64	New
Darwin Advisors, LLC	64	$6.16K	0.00%	+64	New
Newbridge Financial Services Group, Inc.	63	$6.07K	0.00%	00.0%	Unchanged
Archer Investment Corp	62	$5.98K	0.00%	+62	New
Tucker Asset Management LLC	59	$5.67K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	59	$5.67K	0.00%	+5+9.3%	Added
Voisard Asset Management Group, Inc.	58	$5.58K	0.00%	00.0%	Unchanged
Global Financial Private Client, LLC	58	$5.58K	0.00%	+20+52.6%	Added
First Financial Corp	57	$5.48K	0.00%	00.0%	Unchanged
Abound Wealth Management	56	$5.40K	0.00%	+7+14.3%	Added
McMahon Financial Advisors, LLC	53	$5.10K	0.00%	00.0%	Unchanged
C M Bidwell & Associates Ltd	53	$5.10K	0.00%	+53	New
Capital Analysts, LLC	51	$5.00K	0.00%	+13+34.2%	Added
Sunbelt Securities, Inc.	51	$4.91K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	50	$4.00K	0.00%	00.0%	Unchanged
Heritage Wealth Advisors	41	$3.94K	0.00%	+41	New
Glen Eagle Advisors, LLC	40	$3.85K	0.00%	−17−29.8%	Reduced
Raffa Wealth Management, LLC	40	$3.85K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	37	$3.56K	0.01%	00.0%	Unchanged
Peterson Financial Group, Inc.	34	$3.30K	0.01%	+34	New
Trifecta Capital Advisors, LLC	34	$3.27K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	34	$3.27K	0.00%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	34	$3.27K	0.00%	−34−50.0%	Reduced