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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 8,891 | $855.1K | 0.02% | −692−7.2% | Reduced |
| RSM US Wealth Management LLC | 8,814 | $852.8K | 0.01% | +884+11.1% | Added |
| Walleye Capital LLC | 8,776 | $844.1K | 0.01% | −13,341−60.3% | Reduced |
| Exchange Traded Concepts, LLC | 8,762 | $842.7K | 0.02% | +672+8.3% | Added |
| Valmark Advisers, Inc. | 8,730 | $839.6K | 0.01% | −204−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 8,680 | $834.8K | 0.01% | −137−1.6% | Reduced |
| Chelsea Counsel Co | 8,672 | $834.1K | 0.41% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,655 | $832.6K | 0.02% | −473−5.2% | Reduced |
| FineMark National Bank & Trust | 8,638 | $830.8K | 0.03% | +50+0.6% | Added |
| WNY Asset Management, LLC | 8,623 | $829.4K | 0.10% | +116+1.4% | Added |
| Natixis | 8,598 | $827.0K | 0.01% | +8,598 | New |
| Wright Investors Service Inc | 8,455 | $813.2K | 0.21% | +8,455 | New |
| Fiduciary Trust Co | 8,443 | $812.1K | 0.01% | −870−9.3% | Reduced |
| Montag A & Associates Inc | 8,414 | $809.3K | 0.04% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 8,305 | $798.8K | 0.20% | +116+1.4% | Added |
| Snowden Capital Advisors LLC | 8,293 | $797.6K | 0.02% | +937+12.7% | Added |
| Intrua Financial, LLC | 8,250 | $793.5K | 0.13% | +2,585+45.6% | Added |
| Inceptionr LLC | 8,247 | $793.2K | 0.19% | −1,807−18.0% | Reduced |
| BKD Wealth Advisors, LLC | 8,241 | $792.6K | 0.02% | +15+0.2% | Added |
| Eastern Bank | 8,234 | $791.9K | 0.01% | +8,234 | New |
| Carnegie Capital Asset Management, LLC | 8,232 | $791.8K | 0.02% | +1,162+16.4% | Added |
| Searle & Co. | 8,200 | $788.7K | 0.20% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,182 | $787.0K | 0.20% | +210+2.6% | Added |
| Kingswood Wealth Advisors, LLC | 8,117 | $779.9K | 0.06% | +503+6.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $779.3K | 0.04% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,978 | $767.3K | 0.03% | −27−0.3% | Reduced |
| Everence Capital Management Inc | 7,950 | $765.0K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,945 | $764.2K | 0.05% | +13+0.2% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $763.8K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 7,935 | $763.1K | 0.05% | +475+6.4% | Added |
| Greenleaf Trust | 7,803 | $750.5K | 0.01% | −214−2.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $743.7K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 7,724 | $742.9K | 0.01% | −275−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,688 | $739.4K | 0.06% | +3,747+95.1% | Added |
| Tokio Marine Asset Management Co Ltd | 7,679 | $738.6K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,691 | $733.3K | 0.00% | +2,398+45.3% | Added |
| Beaton Management Co. Inc. | 7,584 | $729.0K | 0.37% | −404−5.1% | Reduced |
| Triangle Securities Wealth Management | 7,572 | $728.3K | 0.19% | −26−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,554 | $726.5K | 0.03% | +412+5.8% | Added |
| Winch Advisory Services, LLC | 7,540 | $725.2K | 0.20% | +67+0.9% | Added |
| Norden Group LLC | 7,533 | $724.5K | 0.09% | +2,562+51.5% | Added |
| Kesler, Norman & Wride, LLC | 7,517 | $723.0K | 0.14% | −5,976−44.3% | Reduced |
| Zhang Financial LLC | 7,472 | $718.7K | 0.05% | +7,472 | New |
| Paragon Private Wealth Management, LLC | 7,435 | $715.1K | 0.35% | +828+12.5% | Added |
| Meeder Advisory Services, Inc. | 7,319 | $704.0K | 0.05% | +750+11.4% | Added |
| Investment House LLC | 7,300 | $702.1K | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,279 | $700.1K | 0.01% | +239+3.4% | Added |
| Marcum Wealth, LLC | 7,225 | $694.9K | 0.06% | +607+9.2% | Added |
| Elevated Capital Advisors, LLC | 7,204 | $692.9K | 0.18% | +506+7.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,180 | $690.5K | 0.06% | +16+0.2% | Added |
| Trust Co of Toledo NA | 7,039 | $677.0K | 0.09% | −50−0.7% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $675.5K | 0.21% | −73−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 7,074 | $673.9K | 0.07% | +676+10.6% | Added |
| Venturi Wealth Management, LLC | 6,902 | $663.8K | 0.03% | −96−1.4% | Reduced |
| Integrated Advisors Network LLC | 6,866 | $660.4K | 0.03% | +14+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,771 | $651.2K | 0.09% | +6,771 | New |
| MPS Loria Financial Planners, LLC | 6,770 | $651.1K | 0.19% | +31+0.5% | Added |
| Dakota Wealth Management | 6,769 | $651.0K | 0.01% | −337−4.7% | Reduced |
| Tudor Investment Corp Et Al | 6,708 | $645.2K | 0.01% | −206,841−96.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,691 | $643.6K | 0.02% | −44−0.7% | Reduced |
| Farther Finance Advisors, LLC | 6,677 | $642.2K | 0.02% | +250+3.9% | Added |
| SPC Financial, Inc. | 6,579 | $632.8K | 0.06% | +300+4.8% | Added |
| Peapack Gladstone Financial Corp | 6,523 | $627.0K | 0.01% | +2,358+56.6% | Added |
| Buckley Wealth Management, LLC | 6,503 | $625.5K | 0.19% | +174+2.7% | Added |
| Advisors Management Group Inc | 6,492 | $624.0K | 0.15% | +21+0.3% | Added |
| Blossom Wealth Management | 6,463 | $621.6K | 1.25% | +1,215+23.2% | Added |
| ING Groep NV | 6,441 | $619.5K | 0.00% | +6,441 | New |
| Ti-Trust, Inc | 6,430 | $618.4K | 0.44% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 6,414 | $616.9K | 0.13% | −5−0.1% | Reduced |
| Raleigh Capital Management Inc. | 6,387 | $614.3K | 0.24% | +6,362+25,448.0% | Added |
| Bridges Investment Management Inc | 6,354 | $611.1K | 0.01% | +29+0.5% | Added |
| My Legacy Advisors, LLC | 6,335 | $609.3K | 0.24% | −1,595−20.1% | Reduced |
| City State Bank | 6,253 | $601.4K | 0.22% | +300+5.0% | Added |
| Ransom Advisory, Ltd | 6,250 | $601.1K | 0.28% | +132+2.2% | Added |
| Central Trust Co | 6,236 | $599.8K | 0.01% | −1,832−22.7% | Reduced |
| Drake & Associates, LLC | 6,216 | $597.8K | 0.19% | +120+2.0% | Added |
| MSH Capital Advisors LLC | 6,197 | $596.0K | 0.18% | +6,197 | New |
| Citizens Financial Group Inc | 6,086 | $585.4K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,084 | $585.2K | 0.02% | +84+1.4% | Added |
| EP Wealth Advisors, LLC | 6,060 | $582.8K | 0.01% | +343+6.0% | Added |
| Bradley Foster & Sargent Inc | 6,047 | $581.6K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,038 | $580.7K | 0.01% | −786−11.5% | Reduced |
| Clearstead Advisors, LLC | 5,991 | $576.2K | 0.01% | +11+0.2% | Added |
| Csenge Advisory Group | 6,024 | $575.0K | 0.03% | −1,382−18.7% | Reduced |
| PAX Financial Group, LLC | 5,914 | $568.8K | 0.10% | +324+5.8% | Added |
| Resources Management Corp | 5,909 | $568.0K | 0.08% | −113−1.9% | Reduced |
| Aurora Investment Counsel | 5,876 | $565.2K | 0.31% | −11,455−66.1% | Reduced |
| Alaska Permanent Fund Corp | 5,825 | $560.2K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,772 | $555.2K | 0.01% | −92−1.6% | Reduced |
| Financial Advocates Investment Management | 5,771 | $555.0K | 0.03% | +1,849+47.1% | Added |
| LVZ Advisors, Inc. | 5,728 | $550.9K | 0.07% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,623 | $549.0K | 0.08% | −140−2.4% | Reduced |
| MGB Wealth Management, LLC | 5,714 | $548.8K | 0.20% | 00.0% | Unchanged |
| Allworth Financial LP | 5,665 | $544.8K | 0.00% | −1,333−19.0% | Reduced |
| Spinnaker Trust | 5,648 | $543.2K | 0.03% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,644 | $542.8K | 0.02% | +10.0% | Added |
| Chicago Capital, LLC | 5,638 | $542.3K | 0.02% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 5,574 | $536.1K | 0.12% | +921+19.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,576 | $536.0K | 0.00% | −5,935−51.6% | Reduced |
| Thrive Wealth Management, LLC | 5,552 | $533.9K | 0.10% | +165+3.1% | Added |