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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 17,460 | $1.68M | 0.05% | −641−3.5% | Reduced |
| Second Half Financial Partners, LLC | 17,363 | $1.67M | 0.89% | −15,833−47.7% | Reduced |
| Sabal Trust CO | 17,329 | $1.67M | 0.09% | +343+2.0% | Added |
| Nations Financial Group Inc, | 17,198 | $1.65M | 0.12% | +1,160+7.2% | Added |
| Pathway Financial Advisers, LLC | 17,191 | $1.65M | 0.75% | +17,191 | New |
| Atlantic Trust, LLC | 17,068 | $1.64M | 0.39% | −821−4.6% | Reduced |
| Spirit of America Management Corp | 16,750 | $1.61M | 0.32% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16,102 | $1.55M | 0.43% | +1,156+7.7% | Added |
| LVW Advisors, LLC | 16,082 | $1.55M | 0.20% | −121−0.7% | Reduced |
| Fox Hill Wealth Management | 15,924 | $1.53M | 0.84% | +51+0.3% | Added |
| Wedbush Securities Inc | 15,917 | $1.53M | 0.06% | −1,053−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 15,870 | $1.53M | 0.02% | +3,942+33.0% | Added |
| Twin Capital Management Inc | 15,739 | $1.51M | 0.17% | −2,453−13.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.51M | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 15,626 | $1.50M | 0.11% | −1,652−9.6% | Reduced |
| New Mexico Educational Retirement Board | 15,453 | $1.49M | 0.05% | −400−2.5% | Reduced |
| Nordea Investment Management AB | 15,142 | $1.45M | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,476 | $1.39M | 0.08% | +14,476 | New |
| Dana Investment Advisors, Inc. | 14,169 | $1.36M | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 13,980 | $1.34M | 0.16% | +4,818+52.6% | Added |
| Atria Wealth Solutions, Inc. | 13,960 | $1.34M | 0.01% | +761+5.8% | Added |
| Parsons Capital Management Inc | 13,918 | $1.34M | 0.08% | −766−5.2% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.33M | 0.28% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,752 | $1.32M | 0.01% | −498−3.5% | Reduced |
| Hilltop Holdings Inc. | 13,681 | $1.32M | 0.09% | +13,681 | New |
| South Dakota Investment Council | 13,566 | $1.30M | 0.03% | 00.0% | Unchanged |
| Norinchukin Bank, The | 13,509 | $1.30M | 0.03% | +2,135+18.8% | Added |
| Schmidt P J Investment Management Inc | 13,230 | $1.27M | 0.22% | −1,002−7.0% | Reduced |
| ICW Investment Advisors LLC | 13,222 | $1.27M | 0.53% | +182+1.4% | Added |
| Miller Howard Investments Inc | 13,172 | $1.27M | 0.04% | −646−4.7% | Reduced |
| Beacon Pointe Advisors, LLC | 12,997 | $1.25M | 0.01% | −13,329−50.6% | Reduced |
| Conning Inc. | 12,914 | $1.24M | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,880 | $1.24M | 0.04% | −1,277−9.0% | Reduced |
| Landaas & Co | 12,804 | $1.23M | 0.34% | +430+3.5% | Added |
| Marks Group Wealth Management, Inc | 12,764 | $1.23M | 0.12% | −143−1.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,695 | $1.22M | 0.42% | −97−0.8% | Reduced |
| Sterling Capital Management LLC | 12,601 | $1.21M | 0.02% | +12,601 | New |
| NEOS Investment Management LLC | 12,564 | $1.21M | 0.04% | +2,436+24.1% | Added |
| iA Global Asset Management Inc. | 12,457 | $1.20M | 0.02% | +743+6.3% | Added |
| Bryn Mawr Trust Co | 12,421 | $1.19M | 0.02% | +8,751+238.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 12,411 | $1.19M | 0.24% | +562+4.7% | Added |
| GAMMA Investing LLC | 12,399 | $1.19M | 0.12% | +1,522+14.0% | Added |
| Hantz Financial Services, Inc. | 12,247 | $1.18M | 0.02% | −47−0.4% | Reduced |
| QRG Capital Management, Inc. | 11,991 | $1.15M | 0.01% | +529+4.6% | Added |
| Legacy Private Trust Co. | 11,963 | $1.15M | 0.08% | −600−4.8% | Reduced |
| Geneos Wealth Management Inc. | 11,874 | $1.14M | 0.04% | +2,149+22.1% | Added |
| Veriti Management LLC | 11,800 | $1.13M | 0.06% | +1,378+13.2% | Added |
| Foundations Investment Advisors, LLC | 11,751 | $1.13M | 0.02% | +2,307+24.4% | Added |
| Harbour Investment Management LLC | 11,745 | $1.13M | 0.50% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,740 | $1.13M | 0.01% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 11,736 | $1.13M | 0.64% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11,728 | $1.13M | 0.04% | +1,579+15.6% | Added |
| Fulton Bank, N.A. | 11,664 | $1.12M | 0.04% | +8,398+257.1% | Added |
| Tiaa Trust, National Association | 11,623 | $1.12M | 0.00% | +1,189+11.4% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $1.12M | 0.88% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,601 | $1.12M | 0.02% | −23,729−67.2% | Reduced |
| Sigma Planning Corp | 11,516 | $1.11M | 0.03% | +2,627+29.6% | Added |
| We Are One Seven, LLC | 11,460 | $1.10M | 0.05% | +3,290+40.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 11,247 | $1.08M | 0.22% | −3,703−24.8% | Reduced |
| Trueblood Wealth Management, LLC | 11,205 | $1.08M | 0.54% | −10.0% | Reduced |
| Twin City Private Wealth, LLC | 11,153 | $1.07M | 0.93% | +1,539+16.0% | Added |
| NorthRock Partners, LLC | 11,113 | $1.07M | 0.04% | −1,262−10.2% | Reduced |
| Ethic Inc. | 13,000 | $1.07M | 0.03% | +437+3.5% | Added |
| Rowland & Co Investment Counsel | 10,991 | $1.06M | 0.21% | −314−2.8% | Reduced |
| Merit Financial Group, LLC | 10,922 | $1.05M | 0.02% | −480−4.2% | Reduced |
| Venture Visionary Partners LLC | 10,918 | $1.05M | 0.05% | +43+0.4% | Added |
| Empirical Finance, LLC | 10,884 | $1.05M | 0.06% | +229+2.1% | Added |
| Icon Wealth Advisors, LLC | 10,838 | $1.04M | 0.09% | −116−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 10,755 | $1.03M | 0.15% | +134+1.3% | Added |
| Brown Capital Management LLC | 10,726 | $1.03M | 0.02% | −142−1.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 10,717 | $1.03M | 0.85% | +10,717 | New |
| Scientech Research LLC | 10,658 | $1.03M | 0.20% | +2,290+27.4% | Added |
| Ieq Capital, LLC | 10,657 | $1.02M | 0.01% | +4,641+77.1% | Added |
| Aviso Financial Inc. | 10,653 | $1.02M | 0.05% | +906+9.3% | Added |
| Investment Management Corp of Ontario | 10,462 | $1.01M | 0.02% | +3,400+48.1% | Added |
| Qtron Investments LLC | 10,459 | $1.01M | 0.14% | +10,459 | New |
| HM Payson & Co | 10,449 | $1.00M | 0.02% | −469−4.3% | Reduced |
| Credit Agricole S A | 10,410 | $1.00M | 0.01% | −29,059−73.6% | Reduced |
| Independent Financial Group, LLC | 10,320 | $992.6K | 0.04% | −331−3.1% | Reduced |
| Ronald Blue Trust, Inc. | 12,514 | $981.9K | 0.01% | +2,120+20.4% | Added |
| Portside Wealth Group, LLC | 10,135 | $974.8K | 0.17% | −169−1.6% | Reduced |
| Shell Asset Management Co | 10,084 | $970.0K | 0.04% | +10,084 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,017 | $963.4K | 0.02% | −34−0.3% | Reduced |
| IHT Wealth Management, LLC | 9,939 | $955.6K | 0.03% | +549+5.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,855 | $947.5K | 0.01% | +423+4.5% | Added |
| Bleakley Financial Group, LLC | 9,756 | $938.4K | 0.03% | +1,858+23.5% | Added |
| Security National Bank | 9,744 | $937.2K | 0.13% | +9,744 | New |
| Claro Advisors LLC | 9,610 | $924.3K | 0.12% | +835+9.5% | Added |
| Romano Brothers and Company | 9,607 | $924.0K | 0.12% | +154+1.6% | Added |
| American State Bank (Iowa) | 9,584 | $921.8K | 0.56% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,566 | $920.1K | 0.97% | +62+0.7% | Added |
| Bank & Trust Co | 9,533 | $916.9K | 0.74% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,363 | $900.5K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,358 | $900.1K | 0.06% | −829−8.1% | Reduced |
| Johnson Investment Counsel Inc | 9,334 | $897.7K | 0.01% | −187−2.0% | Reduced |
| Fullcircle Wealth LLC | 9,221 | $894.4K | 0.40% | +467+5.3% | Added |
| Hendershot Investments Inc. | 9,218 | $886.6K | 0.12% | −1,228−11.8% | Reduced |
| Wealthspire Advisors, LLC | 9,200 | $884.8K | 0.01% | −558−5.7% | Reduced |
| Avantax Planning Partners, Inc. | 9,181 | $883.0K | 0.03% | −167−1.8% | Reduced |
| PFG Investments, LLC | 9,181 | $883.0K | 0.06% | −600−6.1% | Reduced |