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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 80,919 | $7.78M | 0.30% | −692−0.8% | Reduced |
| Commerce Bank | 79,570 | $7.65M | 0.05% | +431+0.5% | Added |
| Guardian Capital LP | 77,417 | $7.45M | 0.27% | −458−0.6% | Reduced |
| State of Tennessee, Treasury Department | 74,612 | $7.18M | 0.03% | +731+1.0% | Added |
| Kempen Capital Management N.V. | 73,784 | $7.10M | 0.07% | +2,144+3.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,176 | $7.04M | 0.02% | +1,367+1.9% | Added |
| Sagefield Capital LP | 71,612 | $6.89M | 0.75% | +4,465+6.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 71,276 | $6.86M | 0.02% | +10,472+17.2% | Added |
| Thompson Investment Management, Inc. | 70,429 | $6.77M | 0.97% | +7,574+12.0% | Added |
| Janney Montgomery Scott LLC | 69,286 | $6.66M | 0.02% | +8,628+14.2% | Added |
| Czech National Bank | 64,388 | $6.19M | 0.06% | +4,205+7.0% | Added |
| Pacer Advisors, Inc. | 63,445 | $6.10M | 0.01% | +16,888+36.3% | Added |
| Atria Investments LLC | 62,873 | $6.05M | 0.08% | +7,646+13.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 62,613 | $6.02M | 0.12% | +38,861+163.6% | Added |
| Amalgamated Bank | 62,118 | $5.97M | 0.05% | −1,965−3.1% | Reduced |
| Caption Management, LLC | 59,364 | $5.71M | 0.61% | +59,364 | New |
| Stoneridge Investment Partners LLC | 58,139 | $5.59M | 2.08% | −796−1.4% | Reduced |
| Creative Planning | 57,528 | $5.53M | 0.01% | +2,532+4.6% | Added |
| Albion Financial Group | 56,329 | $5.42M | 0.38% | +1,940+3.6% | Added |
| Public Sector Pension Investment Board | 55,222 | $5.31M | 0.03% | +1,700+3.2% | Added |
| Motco | 54,865 | $5.28M | 0.53% | −5,604−9.3% | Reduced |
| Advisors Asset Management, Inc. | 54,285 | $5.22M | 0.10% | −13,745−20.2% | Reduced |
| Mediolanum International Funds Ltd | 54,807 | $5.21M | 0.07% | +4,452+8.8% | Added |
| Sequoia Financial Advisors, LLC | 53,200 | $5.12M | 0.05% | −3,705−6.5% | Reduced |
| Avantax Advisory Services, Inc. | 53,055 | $5.10M | 0.03% | +18,316+52.7% | Added |
| British Columbia Investment Management Corp | 52,688 | $5.07M | 0.03% | −7,748−12.8% | Reduced |
| Utah Retirement Systems | 52,284 | $5.03M | 0.06% | +200+0.4% | Added |
| Meritage Portfolio Management | 51,566 | $4.96M | 0.30% | +14,658+39.7% | Added |
| Great Lakes Advisors, LLC | 51,447 | $4.95M | 0.04% | −493−0.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 51,031 | $4.91M | 0.01% | −2,980−5.5% | Reduced |
| Balyasny Asset Management LLC | 50,892 | $4.89M | 0.01% | −800,929−94.0% | Reduced |
| GWM Advisors LLC | 50,497 | $4.86M | 0.03% | +5,925+13.3% | Added |
| Yousif Capital Management, LLC | 50,469 | $4.85M | 0.05% | −363−0.7% | Reduced |
| 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 |
| Bank of Nova Scotia | 49,022 | $4.71M | 0.01% | +11,722+31.4% | Added |
| Mesirow Financial Investment Management, Inc. | 48,842 | $4.70M | 0.09% | +24,441+100.2% | Added |
| Intech Investment Management LLC | 48,484 | $4.66M | 0.05% | −1,241−2.5% | Reduced |
| 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 |
| Agf Management Ltd | 48,005 | $4.62M | 0.02% | +8,029+20.1% | Added |
| Kingsview Wealth Management, LLC | 46,964 | $4.52M | 0.09% | +742+1.6% | Added |
| SG Americas Securities, LLC | 44,995 | $4.33M | 0.02% | −25,114−35.8% | Reduced |
| S&CO Inc | 44,237 | $4.25M | 0.28% | 00.0% | Unchanged |
| Blair William & Co | 44,098 | $4.24M | 0.01% | −775−1.7% | Reduced |
| Xponance, Inc. | 43,425 | $4.18M | 0.04% | +843+2.0% | Added |
| Options Solutions, LLC | 43,046 | $4.14M | 2.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 42,860 | $4.12M | 0.03% | +2,201+5.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 42,637 | $4.10M | 0.21% | +822+2.0% | Added |
| Great Valley Advisor Group, Inc. | 42,228 | $4.06M | 0.10% | +34,277+431.1% | Added |
| Bright Rock Capital Management, LLC | 42,000 | $4.04M | 0.81% | −4,000−8.7% | Reduced |
| New York Life Investment Management LLC | 41,979 | $4.04M | 0.04% | −1,355−3.1% | Reduced |
| Alley Investment Management Company, LLC | 41,244 | $3.97M | 0.50% | +477+1.2% | Added |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | −50−0.1% | Reduced |
| Kowal Investment Group, LLC | 40,325 | $3.88M | 0.71% | −37−0.1% | Reduced |
| Advisory Services Network, LLC | 48,844 | $3.83M | 0.08% | 00.0% | Unchanged |
| Nicholas Company, Inc. | 39,775 | $3.83M | 0.06% | 00.0% | Unchanged |
| Morton Community Bank | 39,525 | $3.80M | 0.99% | −195−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,516 | $3.80M | 0.04% | +314+0.8% | Added |
| HRT Financial LP | 39,233 | $3.77M | 0.02% | +32,963+525.7% | Added |
| Nissay Asset Management Corp | 39,034 | $3.75M | 0.02% | −1,294−3.2% | Reduced |
| Mutual of America Capital Management LLC | 38,918 | $3.74M | 0.04% | −908−2.3% | Reduced |
| Park Avenue Securities LLC | 38,519 | $3.71M | 0.04% | −3,283−7.9% | Reduced |
| Glenmede Trust Co NA | 38,504 | $3.70M | 0.02% | −6,092−13.7% | Reduced |
| Daiwa Securities Group Inc. | 38,499 | $3.70M | 0.02% | +3,980+11.5% | Added |
| Richard C. Young & CO., LTD. | 38,274 | $3.68M | 0.40% | −1,058−2.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 38,257 | $3.68M | 0.20% | +1,095+2.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,785 | $3.63M | 0.10% | −110.0% | Reduced |
| Janus Henderson Group PLC | 37,574 | $3.61M | 0.00% | −5,500−12.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,167 | $3.57M | 0.14% | +11,490+44.7% | Added |
| State of Alaska, Department of Revenue | 36,720 | $3.53M | 0.04% | +2,370+6.9% | Added |
| Rafferty Asset Management, LLC | 36,423 | $3.50M | 0.01% | +2,147+6.3% | Added |
| Alliance Wealth Advisors, LLC | 35,932 | $3.46M | 0.91% | +1,720+5.0% | Added |
| KLCM Advisors, Inc. | 35,595 | $3.42M | 0.41% | −1,605−4.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 35,519 | $3.42M | 0.00% | −123,370−77.6% | Reduced |
| Cresset Asset Management, LLC | 35,458 | $3.41M | 0.01% | −616−1.7% | Reduced |
| N.E.W. Advisory Services LLC | 35,360 | $3.40M | 0.34% | +564+1.6% | Added |
| Two Sigma Investments, LP | 35,200 | $3.39M | 0.01% | −223,100−86.4% | Reduced |
| Regions Financial Corp | 35,088 | $3.37M | 0.02% | +3,191+10.0% | Added |
| Assetmark, Inc | 34,998 | $3.37M | 0.01% | +7,335+26.5% | Added |
| D. E. Shaw & Co., Inc. | 34,924 | $3.36M | 0.00% | +8,968+34.6% | Added |
| Prosperity Consulting Group, LLC | 34,863 | $3.35M | 0.26% | −785−2.2% | Reduced |
| Alta Capital Management LLC | 34,737 | $3.34M | 0.20% | +1,205+3.6% | Added |
| United Capital Management of KS, Inc. | 34,445 | $3.31M | 0.72% | +2,193+6.8% | Added |
| Schroder Investment Management Group | 34,398 | $3.28M | 0.00% | −4,282−11.1% | Reduced |
| Kestra Private Wealth Services, LLC | 33,246 | $3.20M | 0.06% | +7,567+29.5% | Added |
| Zions Bancorporation, N.A. | 33,209 | $3.19M | 0.23% | +29,992+932.3% | Added |
| International Assets Investment Management, LLC | 303,515 | $3.16M | 0.01% | +300,574+10,220.1% | Added |
| Premier Fund Managers Ltd | 33,000 | $3.14M | 0.11% | +9,000+37.5% | Added |
| Somerset Trust Co | 32,553 | $3.13M | 1.17% | −187−0.6% | Reduced |
| Acadian Asset Management LLC | 31,968 | $3.07M | 0.01% | −107,014−77.0% | Reduced |
| Farmers & Merchants Investments Inc | 31,518 | $3.03M | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 31,425 | $3.02M | 0.18% | +1,215+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,419 | $3.02M | 0.03% | +924+3.0% | Added |
| Cincinnati Casualty Co | 31,000 | $2.98M | 1.68% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 30,731 | $2.96M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 30,700 | $2.95M | 0.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 30,415 | $2.93M | 0.09% | +969+3.3% | Added |
| Panagora Asset Management Inc | 30,160 | $2.90M | 0.01% | −31,276−50.9% | Reduced |
| Motley Fool Wealth Management, LLC | 29,978 | $2.88M | 0.14% | +10,126+51.0% | Added |