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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 29,968 | $2.88M | 0.02% | +20,180+206.2% | Added |
| TD Private Client Wealth LLC | 29,957 | $2.88M | 0.08% | +13,797+85.4% | Added |
| Leavell Investment Management, Inc. | 29,888 | $2.87M | 0.14% | +286+1.0% | Added |
| Lantz Financial LLC | 29,778 | $2.86M | 0.78% | +1,508+5.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,463 | $2.83M | 0.13% | −1,986−6.3% | Reduced |
| Global Trust Asset Management, LLC | 29,428 | $2.83M | 1.05% | 00.0% | Unchanged |
| Entropy Technologies, LP | 29,186 | $2.81M | 0.29% | +8,627+42.0% | Added |
| Level Four Advisory Services, LLC | 28,743 | $2.75M | 0.12% | +2,243+8.5% | Added |
| Wealthfront Advisers LLC | 28,485 | $2.74M | 0.01% | +4,632+19.4% | Added |
| Kestra Advisory Services, LLC | 28,484 | $2.74M | 0.02% | +1,158+4.2% | Added |
| Reaves W H & Co Inc | 28,300 | $2.72M | 0.07% | 00.0% | Unchanged |
| First American Bank | 28,283 | $2.72M | 0.20% | −2,880−9.2% | Reduced |
| Aquila Investment Management LLC | 28,000 | $2.69M | 3.00% | 00.0% | Unchanged |
| Bokf, NA | 27,794 | $2.68M | 0.05% | −1,043−3.6% | Reduced |
| Lazard Asset Management LLC | 27,697 | $2.66M | 0.00% | −1,828−6.2% | Reduced |
| Rockefeller Capital Management L.P. | 27,145 | $2.61M | 0.01% | −5,071−15.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 27,132 | $2.61M | 0.23% | −1,629−5.7% | Reduced |
| Private Advisor Group, LLC | 27,116 | $2.61M | 0.02% | −505−1.8% | Reduced |
| Oregon Public Employees Retirement Fund | 27,103 | $2.61M | 0.05% | +100.0% | Added |
| Brown Advisory Inc | 27,064 | $2.60M | 0.00% | −1,037−3.7% | Reduced |
| Rothschild Investment LLC | 27,034 | $2.60M | 0.17% | −532−1.9% | Reduced |
| Brevan Howard Capital Management LP | 26,392 | $2.54M | 0.12% | +12,203+86.0% | Added |
| Thrivent Financial for Lutherans | 26,277 | $2.53M | 0.00% | +3,880+17.3% | Added |
| HighPoint Advisor Group LLC | 26,183 | $2.52M | 0.15% | −610−2.3% | Reduced |
| Harbour Investments, Inc. | 26,173 | $2.52M | 0.08% | −1,405−5.1% | Reduced |
| KBC Group NV | 26,155 | $2.52M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 26,111 | $2.51M | 0.04% | +4,655+21.7% | Added |
| Keybank National Association | 25,999 | $2.50M | 0.01% | −436−1.6% | Reduced |
| Mercer Global Advisors Inc | 25,817 | $2.50M | 0.01% | −167−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 25,805 | $2.48M | 0.07% | −29,148−53.0% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 25,758 | $2.48M | 1.15% | +900+3.6% | Added |
| Shakespeare Wealth Management, Inc. | 25,725 | $2.47M | 0.65% | +380+1.5% | Added |
| Pathstone Holdings, LLC | 25,091 | $2.41M | 0.01% | −854−3.3% | Reduced |
| UniSuper Management Pty Ltd | 25,068 | $2.41M | 0.02% | −173−0.7% | Reduced |
| Captrust Financial Advisors | 24,957 | $2.40M | 0.01% | +2,583+11.5% | Added |
| Gulf International Bank (UK) Ltd | 24,927 | $2.40M | 0.06% | −1,213−4.6% | Reduced |
| Alberta Investment Management Corp | 24,600 | $2.37M | 0.02% | −1,800−6.8% | Reduced |
| Semmax Financial Advisors Inc. | 23,839 | $2.33M | 0.64% | +2,822+13.4% | Added |
| Journey Advisory Group, LLC | 29,599 | $2.32M | 0.28% | 00.0% | Unchanged |
| Meyer Handelman Co | 23,928 | $2.30M | 0.08% | −1,622−6.3% | Reduced |
| Rodgers Brothers Inc. | 23,694 | $2.28M | 0.29% | +2,500+11.8% | Added |
| Teachers Retirement System of the State of Kentucky | 23,629 | $2.27M | 0.02% | −1,404−5.6% | Reduced |
| Broadwater Capital Management LLC | 23,250 | $2.24M | 1.65% | −400−1.7% | Reduced |
| Pinebridge Investments, L.P. | 23,018 | $2.21M | 0.02% | −259,363−91.8% | Reduced |
| Principal Securities, Inc. | 22,933 | $2.21M | 0.05% | +2,728+13.5% | Added |
| apricus wealth, LLC | 22,850 | $2.20M | 1.45% | +3,335+17.1% | Added |
| Colony Group, LLC | 22,822 | $2.20M | 0.01% | +1,251+5.8% | Added |
| Swiss Life Asset Management Ltd | 22,844 | $2.20M | 0.02% | −44,369−66.0% | Reduced |
| Oppenheimer & Co Inc | 22,641 | $2.18M | 0.03% | −458−2.0% | Reduced |
| Metis Global Partners, LLC | 22,621 | $2.18M | 0.07% | +3,008+15.3% | Added |
| Kentucky Retirement Systems | 22,020 | $2.12M | 0.06% | −1,779−7.5% | Reduced |
| Savant Capital, LLC | 21,995 | $2.12M | 0.02% | +1,686+8.3% | Added |
| Ontario Teachers Pension Plan Board | 21,981 | $2.11M | 0.02% | −31,390−58.8% | Reduced |
| Davenport & Co LLC | 21,981 | $2.11M | 0.01% | +14,412+190.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,934 | $2.11M | 0.05% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 21,839 | $2.10M | 0.51% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 21,542 | $2.07M | 0.04% | −238−1.1% | Reduced |
| Independent Advisor Alliance | 21,337 | $2.05M | 0.07% | −391−1.8% | Reduced |
| Pensionmark Financial Group, LLC | 21,075 | $2.03M | 0.06% | +2,845+15.6% | Added |
| Robeco Institutional Asset Management B.V. | 20,871 | $2.01M | 0.00% | −10,213−32.9% | Reduced |
| Associated Banc-Corp | 20,789 | $2.00M | 0.06% | +1,770+9.3% | Added |
| Global Retirement Partners, LLC | 20,705 | $1.99M | 0.06% | +11,319+120.6% | Added |
| Drucker Wealth 3.0, LLC | 20,671 | $1.99M | 0.48% | +1,060+5.4% | Added |
| Colonial Trust Co | 20,559 | $1.98M | 0.30% | +20,133+4,726.1% | Added |
| Mizuho Securities USA LLC | 20,496 | $1.97M | 0.04% | −3,852−15.8% | Reduced |
| Flputnam Investment Management Co | 17,183 | $1.97M | 0.04% | −4,083−19.2% | Reduced |
| Ameritas Advisory Services, LLC | 20,444 | $1.97M | 0.08% | −4,666−18.6% | Reduced |
| Oppenheimer Asset Management Inc. | 20,440 | $1.97M | 0.02% | +871+4.5% | Added |
| SpiderRock Advisors, LLC | 20,319 | $1.95M | 0.04% | +13,452+195.9% | Added |
| KCM Investment Advisors LLC | 20,285 | $1.95M | 0.07% | +39+0.2% | Added |
| Vident Advisory, LLC | 20,196 | $1.94M | 0.05% | −914−4.3% | Reduced |
| Concurrent Investment Advisors, LLC | 20,178 | $1.94M | 0.06% | −777−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,209 | $1.93M | 0.01% | +6,355+45.9% | Added |
| Ameritas Investment Partners, Inc. | 20,001 | $1.92M | 0.06% | +447+2.3% | Added |
| Hartford Investment Management Co | 19,818 | $1.91M | 0.06% | −413−2.0% | Reduced |
| Gries Financial LLC | 19,694 | $1.89M | 0.35% | −4,872−19.8% | Reduced |
| Univest Financial Corp | 19,617 | $1.89M | 0.12% | +16,631+557.0% | Added |
| Quantinno Capital Management LP | 19,473 | $1.87M | 0.02% | +5,322+37.6% | Added |
| M&T Bank Corp | 19,386 | $1.86M | 0.01% | −864−4.3% | Reduced |
| Profund Advisors LLC | 19,070 | $1.83M | 0.07% | +1,632+9.4% | Added |
| Blackhawk Capital Partners LLC. | 19,032 | $1.83M | 0.98% | −425−2.2% | Reduced |
| Red Cedar Investment Management, LLC | 18,993 | $1.83M | 0.23% | +15,114+389.6% | Added |
| Cornerstone Advisors, LLC | 18,900 | $1.82M | 0.07% | 00.0% | Unchanged |
| Simplex Trading, LLC | 18,777 | $1.80M | 0.06% | +9,024+92.5% | Added |
| Ellenbecker Investment Group | 18,720 | $1.80M | 0.34% | +45+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 18,140 | $1.74M | 0.35% | −3,369−15.7% | Reduced |
| BKM Wealth Management, LLC | 18,089 | $1.74M | 0.71% | +5,416+42.7% | Added |
| Maryland State Retirement & Pension System | 18,067 | $1.74M | 0.04% | −6,028−25.0% | Reduced |
| Raymond James Trust N.A. | 18,054 | $1.74M | 0.04% | +5,330+41.9% | Added |
| Johnson Financial Group, Inc. | 18,050 | $1.74M | 0.08% | +8,746+94.0% | Added |
| Caldwell Trust Co | 17,932 | $1.72M | 0.18% | −930−4.9% | Reduced |
| Centiva Capital, LP | 17,876 | $1.72M | 0.08% | −39,915−69.1% | Reduced |
| Westpac Banking Corp | 17,865 | $1.72M | 0.12% | −1,468−7.6% | Reduced |
| Louisiana State Employees Retirement System | 17,800 | $1.71M | 0.03% | −100−0.6% | Reduced |
| Rakuten Investment Management, Inc. | 17,906 | $1.71M | 0.01% | +4,463+33.2% | Added |
| OV Management LLC | 17,600 | $1.69M | 1.12% | +17,600 | New |
| CWM, LLC | 17,553 | $1.69M | 0.01% | +693+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 17,506 | $1.68M | 0.01% | −82,579−82.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,473 | $1.68M | 0.03% | +6,642+61.3% | Added |
| Lido Advisors, LLC | 17,475 | $1.68M | 0.01% | −949−5.2% | Reduced |