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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 5,533 | $532.2K | 0.04% | +5,533 | New |
| Prime Capital Investment Advisors, LLC | 5,518 | $530.7K | 0.01% | −132−2.3% | Reduced |
| Chicago Trust Co NA | 5,503 | $529.3K | 0.09% | −3,156−36.4% | Reduced |
| Ballentine Partners, LLC | 5,497 | $528.7K | 0.01% | +812+17.3% | Added |
| Cary Street Partner Investment Advisory LLC | 5,487 | $527.8K | 0.02% | −368−6.3% | Reduced |
| XTX Topco Ltd | 5,472 | $526.3K | 0.04% | +2,901+112.8% | Added |
| Hutner Capital Management Inc | 5,427 | $522.0K | 0.26% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,413 | $520.6K | 0.02% | −35−0.6% | Reduced |
| Prudential PLC | 5,408 | $520.1K | 0.00% | −33,385−86.1% | Reduced |
| SageView Advisory Group, LLC | 5,390 | $518.4K | 0.03% | −2,495−31.6% | Reduced |
| Private Trust Co NA | 5,389 | $518.3K | 0.05% | +152+2.9% | Added |
| Krane Funds Advisors LLC | 5,372 | $516.7K | 0.02% | +46+0.9% | Added |
| Financial Advisory Partners, LLC | 5,344 | $514.0K | 0.17% | −150−2.7% | Reduced |
| Aptus Capital Advisors, LLC | 5,336 | $513.2K | 0.01% | +1,260+30.9% | Added |
| Moors & Cabot, Inc. | 5,331 | $512.7K | 0.03% | +627+13.3% | Added |
| Chesley Taft & Associates LLC | 5,280 | $507.8K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,260 | $505.9K | 0.01% | −300−5.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,234 | $503.4K | 0.02% | −459−8.1% | Reduced |
| Aviva PLC | 5,213 | $501.4K | 0.00% | +291+5.9% | Added |
| Boston Family Office LLC | 5,213 | $501.0K | 0.03% | −38−0.7% | Reduced |
| Peak Financial Advisors LLC | 5,188 | $499.0K | 0.26% | +63+1.2% | Added |
| Equitable Holdings, Inc. | 5,153 | $495.6K | 0.00% | +72+1.4% | Added |
| Capstone Investment Advisors, LLC | 5,135 | $493.9K | 0.01% | −758−12.9% | Reduced |
| Jump Financial, LLC | 5,130 | $493.4K | 0.01% | −2,648−34.0% | Reduced |
| Sym Financial Corp | 5,091 | $489.7K | 0.07% | +188+3.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $488.6K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,074 | $488.0K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,036 | $487.7K | 0.03% | +192+4.0% | Added |
| Diversified Trust Co | 5,065 | $487.2K | 0.01% | −23,101−82.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $484.1K | 0.07% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 5,032 | $484.0K | 0.10% | −5,148−50.6% | Reduced |
| Stablepoint Partners, LLC | 5,015 | $482.3K | 0.09% | +688+15.9% | Added |
| Legacy Capital Wealth Partners, LLC | 4,993 | $480.2K | 0.10% | +4,993 | New |
| Axxcess Wealth Management, LLC | 4,987 | $479.6K | 0.01% | +2,259+82.8% | Added |
| Oarsman Capital, Inc. | 4,982 | $479.2K | 0.09% | −212−4.1% | Reduced |
| National Asset Management, Inc. | 4,933 | $474.6K | 0.01% | −681−12.1% | Reduced |
| Hudock, Inc. | 4,907 | $472.0K | 0.08% | −78−1.6% | Reduced |
| Stephens Inc | 4,906 | $471.8K | 0.01% | +1,257+34.4% | Added |
| Partnership Wealth Management, LLC | 4,900 | $471.3K | 0.33% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,889 | $470.2K | 0.09% | +182+3.9% | Added |
| Inspirion Wealth Advisors, LLC | 4,870 | $468.4K | 0.07% | +20.0% | Added |
| Haverford Trust Co | 4,841 | $465.6K | 0.00% | +557+13.0% | Added |
| Mill Capital Management, LLC | 4,824 | $464.0K | 0.04% | 00.0% | Unchanged |
| Wealth Architects, LLC | 4,748 | $456.7K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,748 | $456.6K | 0.04% | +20.0% | Added |
| Parallel Advisors, LLC | 4,731 | $455.0K | 0.01% | +412+9.5% | Added |
| Colonial Trust Advisors | 4,708 | $452.8K | 0.04% | +3,835+439.3% | Added |
| First Trust Investment Solutions L.P. | 4,701 | $452.2K | 0.05% | +4,701 | New |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $451.7K | 0.01% | −1,309−21.8% | Reduced |
| HBK Sorce Advisory LLC | 4,676 | $449.7K | 0.01% | +546+13.2% | Added |
| Bullock Wealth Management Group | 4,600 | $445.0K | 0.27% | +157+3.5% | Added |
| Forum Financial Management, LP | 4,610 | $443.4K | 0.01% | +10.0% | Added |
| Los Angeles Capital Management LLC | 4,600 | $442.4K | 0.00% | −243−5.0% | Reduced |
| Advisors Capital Management, LLC | 4,548 | $437.0K | 0.01% | −101−2.2% | Reduced |
| Golden State Equity Partners | 4,534 | $436.1K | 0.07% | −21−0.5% | Reduced |
| AlphaCore Capital LLC | 4,534 | $436.0K | 0.10% | +161+3.7% | Added |
| Moody Lynn & Lieberson, LLC | 4,531 | $435.8K | 0.03% | +23+0.5% | Added |
| Bruce & Co., Inc. | 4,509 | $433.7K | 0.13% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,489 | $431.8K | 0.03% | +1,367+43.8% | Added |
| McDonough Capital Management, Inc | 4,487 | $431.6K | 0.30% | −13−0.3% | Reduced |
| LS Investment Advisors, LLC | 4,482 | $431.1K | 0.06% | −250−5.3% | Reduced |
| Reuter James Wealth Management, LLC | 4,464 | $429.3K | 0.08% | +4,464 | New |
| Toroso Investments, LLC | 4,428 | $425.9K | 0.00% | +166+3.9% | Added |
| Daymark Wealth Partners, LLC | 4,422 | $425.3K | 0.02% | −1,369−23.6% | Reduced |
| Alpha Cubed Investments, LLC | 4,389 | $422.1K | 0.02% | −381−8.0% | Reduced |
| Prossimo Advisors, LLC | 4,383 | $422.0K | 0.31% | +420+10.6% | Added |
| Greenfield Savings Bank | 4,368 | $420.1K | 0.20% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,349 | $418.1K | 0.05% | +1,711+64.9% | Added |
| Ambassador Advisors, LLC | 4,337 | $417.1K | 0.07% | −61−1.4% | Reduced |
| Insight Wealth Strategies, LLC | 4,305 | $414.1K | 0.05% | +38+0.9% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $412.9K | 0.22% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,291 | $412.7K | 0.00% | +125+3.0% | Added |
| Tarbox Family Office, Inc. | 4,266 | $410.3K | 0.07% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,265 | $410.2K | 0.00% | +87+2.1% | Added |
| West Paces Advisors Inc. | 4,258 | $409.6K | 0.10% | −279−6.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,249 | $408.7K | 0.01% | −122−2.8% | Reduced |
| V-Square Quantitative Management LLC | 4,248 | $408.6K | 0.06% | −398−8.6% | Reduced |
| Courier Capital LLC | 4,181 | $402.1K | 0.03% | −25−0.6% | Reduced |
| Blue Barn Wealth, LLC | 4,174 | $401.5K | 0.21% | −171−3.9% | Reduced |
| Phillips Wealth Planners LLC | 4,062 | $401.1K | 0.38% | +820+25.3% | Added |
| Van Hulzen Asset Management, LLC | 4,173 | $401.0K | 0.03% | +4,173 | New |
| Edgestream Partners, L.P. | 4,143 | $398.5K | 0.02% | −61,322−93.7% | Reduced |
| PFG Advisors | 4,137 | $397.9K | 0.03% | +4,137 | New |
| Sanibel Captiva Trust Company, Inc. | 4,133 | $397.5K | 0.01% | +1,182+40.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 4,131 | $397.3K | 0.03% | +301+7.9% | Added |
| Diversify Advisory Services, LLC | 4,003 | $395.0K | 0.02% | +4,003 | New |
| Mairs & Power Inc | 4,100 | $394.3K | 0.00% | −100−2.4% | Reduced |
| HB Wealth Management, LLC | 4,089 | $393.3K | 0.00% | +35+0.9% | Added |
| Alhambra Investment Partners LLC | 4,085 | $392.9K | 0.20% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 4,080 | $392.4K | 0.25% | +4,080 | New |
| Eqis Capital Management, Inc. | 4,076 | $392.0K | 0.03% | −282−6.5% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $391.4K | 0.12% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $390.5K | 0.05% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,055 | $390.0K | 0.05% | +214+5.6% | Added |
| Plancorp, LLC | 4,048 | $389.3K | 0.02% | +4+0.1% | Added |
| Focus Financial Network, Inc. | 4,046 | $389.2K | 0.02% | +50+1.3% | Added |
| Chicago Partners Investment Group LLC | 3,908 | $388.9K | 0.01% | +3,908 | New |
| Carret Asset Management, LLC | 4,000 | $384.7K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 3,990 | $383.7K | 0.07% | +1,995+100.0% | Added |
| Mission Wealth Management, LP | 3,984 | $383.2K | 0.01% | −1,362−25.5% | Reduced |