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 |
|---|---|---|---|---|---|
| Park National Corp | 3,964 | $381.3K | 0.01% | +130+3.4% | Added |
| Smithfield Trust Co | 3,898 | $378.0K | 0.02% | −691−15.1% | Reduced |
| Appleton Partners Inc | 3,887 | $374.0K | 0.03% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,876 | $372.8K | 0.09% | +3,876 | New |
| Brandywine Oak Private Wealth LLC | 3,835 | $368.8K | 0.04% | −10.0% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $367.0K | 0.11% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,808 | $366.3K | 0.03% | +263+7.4% | Added |
| Fortis Group Advisors, LLC | 3,805 | $366.0K | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,804 | $365.9K | 0.02% | +10.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,634 | $363.6K | 0.14% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,744 | $360.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,710 | $357.0K | 0.06% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,700 | $355.9K | 0.00% | +3,700 | New |
| Coldstream Capital Management Inc | 3,689 | $355.8K | 0.01% | +888+31.7% | Added |
| Strategy Asset Managers LLC | 3,692 | $355.1K | 0.07% | +817+28.4% | Added |
| MBB Public Markets I LLC | 3,690 | $354.9K | 0.03% | −19,280−83.9% | Reduced |
| ZWJ Investment Counsel Inc | 3,688 | $354.7K | 0.01% | −47−1.3% | Reduced |
| Crewe Advisors LLC | 3,679 | $353.8K | 0.04% | +24+0.7% | Added |
| Centennial Wealth Advisory LLC | 3,671 | $353.1K | 0.14% | +221+6.4% | Added |
| WoodTrust Financial Corp | 3,675 | $353.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,662 | $352.2K | 0.01% | −112−3.0% | Reduced |
| Weaver Capital Management LLC | 3,609 | $347.2K | 0.10% | −2,816−43.8% | Reduced |
| Transcend Wealth Collective, LLC | 3,595 | $345.8K | 0.02% | −6−0.2% | Reduced |
| First Foundation Advisors | 3,582 | $344.5K | 0.01% | +2+0.1% | Added |
| Buska Wealth Management, LLC | 3,577 | $344.0K | 0.12% | +820+29.7% | Added |
| Arete Wealth Advisors, LLC | 3,579 | $343.0K | 0.03% | −648−15.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,560 | $342.4K | 0.01% | +157+4.6% | Added |
| Journey Strategic Wealth LLC | 3,521 | $338.7K | 0.01% | +3,521 | New |
| New Century Financial Group, LLC | 3,479 | $334.7K | 0.12% | +531+18.0% | Added |
| F/M Investments LLC | 3,461 | $332.9K | 0.01% | 00.0% | Unchanged |
| Wealthquest Corp | 3,400 | $328.9K | 0.03% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,409 | $327.9K | 0.02% | −1,629−32.3% | Reduced |
| Blue Chip Partners, Inc. | 3,353 | $322.5K | 0.03% | +21+0.6% | Added |
| Summit Asset Management, LLC | 3,335 | $320.8K | 0.06% | 00.0% | Unchanged |
| Monument Capital Management | 3,334 | $320.7K | 0.09% | +3,334 | New |
| Gladstone Institutional Advisory LLC | 3,321 | $319.4K | 0.02% | +71+2.2% | Added |
| Moneta Group Investment Advisors LLC | 3,300 | $317.3K | 0.00% | +3,300 | New |
| JGP Wealth Management, LLC | 3,285 | $315.9K | 0.04% | −790−19.4% | Reduced |
| Pitcairn Co | 3,282 | $315.7K | 0.02% | −73−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,265 | $314.0K | 0.02% | +2,600+391.0% | Added |
| Sterling Investment Advisors LLC | 3,262 | $313.7K | 0.18% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,255 | $313.1K | 0.11% | +101+3.2% | Added |
| Buckingham Strategic Partners | 3,250 | $312.6K | 0.01% | +3,250 | New |
| Cigna Investments Inc | 3,230 | $311.0K | 0.06% | 00.0% | Unchanged |
| 1st Source Bank | 3,231 | $310.8K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,226 | $310.3K | 0.04% | +611+23.4% | Added |
| Summit Trail Advisors, LLC | 3,177 | $305.6K | 0.01% | +3,177 | New |
| Keystone Financial Group | 3,170 | $304.9K | 0.04% | +2+0.1% | Added |
| Vise Technologies, Inc. | 3,158 | $303.7K | 0.04% | +3,158 | New |
| Syon Capital LLC | 3,142 | $302.2K | 0.03% | +189+6.4% | Added |
| First Heartland Consultants, Inc. | 3,143 | $302.0K | 0.03% | +354+12.7% | Added |
| Glenview Trust Co | 3,120 | $300.1K | 0.01% | +204+7.0% | Added |
| Advisor OS, LLC | 3,112 | $299.3K | 0.03% | −2,465−44.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,104 | $298.5K | 0.02% | −9,019−74.4% | Reduced |
| Evexia Wealth LLC | 3,158 | $297.3K | 0.11% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,089 | $297.1K | 0.16% | +396+14.7% | Added |
| Cypress Wealth Services, LLC | 3,088 | $297.0K | 0.06% | +28+0.9% | Added |
| Gryphon Financial Partners LLC | 3,082 | $296.5K | 0.04% | +3,082 | New |
| Procyon Private Wealth Partners, LLC | 3,067 | $294.7K | 0.02% | +3,067 | New |
| CRA Financial Services, LLC | 3,050 | $293.4K | 0.05% | 00.0% | Unchanged |
| Wrapmanager Inc | 3,050 | $293.3K | 0.08% | +3,050 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 3,043 | $292.7K | 0.21% | +3,043 | New |
| Longfellow Investment Management Co LLC | 3,022 | $290.7K | 0.07% | +18+0.6% | Added |
| D L Carlson Investment Group Inc | 3,016 | $290.1K | 0.05% | +12+0.4% | Added |
| Bremer Bank National Association | 3,008 | $289.3K | 0.05% | −43−1.4% | Reduced |
| True Vision MN LLC | 2,999 | $288.5K | 0.17% | +2,999 | New |
| Successful Portfolios LLC | 2,984 | $287.0K | 0.19% | 00.0% | Unchanged |
| Bank of Stockton | 2,982 | $286.8K | 0.09% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,980 | $286.6K | 0.00% | +135+4.7% | Added |
| Hartford Funds Management Co LLC | 2,978 | $286.4K | 0.03% | +2,978 | New |
| Atomi Financial Group, Inc. | 2,964 | $285.1K | 0.02% | +2,964 | New |
| CWM Advisors, LLC | 2,960 | $284.7K | 0.03% | −400−11.9% | Reduced |
| Sonora Investment Management Group, LLC | 2,949 | $283.7K | 0.02% | +2,949 | New |
| Perigon Wealth Management, LLC | 2,947 | $283.5K | 0.01% | +2,947 | New |
| Compass Financial Group, INC | 2,938 | $282.6K | 0.06% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $281.7K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 2,922 | $281.0K | 0.00% | −530−15.4% | Reduced |
| MJP Associates Inc | 2,921 | $281.0K | 0.05% | −139−4.5% | Reduced |
| Adviser Investments LLC | 2,908 | $279.7K | 0.00% | +27+0.9% | Added |
| Lodestone Wealth Management LLC | 2,888 | $277.8K | 0.14% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,883 | $277.3K | 0.01% | +2,883 | New |
| HTLF Bank | 2,875 | $276.5K | 0.03% | −73−2.5% | Reduced |
| Liberty Wealth Management LLC | 2,868 | $276.0K | 0.05% | +209+7.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,866 | $275.7K | 0.02% | +2,866 | New |
| ProVise Management Group, LLC | 2,852 | $274.3K | 0.02% | +2,852 | New |
| Premier Path Wealth Partners, LLC | 2,851 | $274.2K | 0.04% | +26+0.9% | Added |
| Jacobi Capital Management LLC | 2,848 | $273.9K | 0.02% | +2,848 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,834 | $272.6K | 0.07% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 2,815 | $270.7K | 0.08% | −30−1.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,800 | $269.3K | 0.06% | +2,800 | New |
| Hurlow Wealth Management Group, Inc. | 2,790 | $268.3K | 0.08% | 00.0% | Unchanged |
| Argent Trust Co | 2,788 | $268.1K | 0.01% | +2,788 | New |
| Capital Investment Services of America, Inc. | 2,786 | $268.0K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,800 | $267.5K | 0.10% | −30−1.1% | Reduced |
| B&L Asset Management LLC | 2,777 | $267.1K | 0.17% | +2,777 | New |
| Lifeworks Advisors, LLC | 2,775 | $266.9K | 0.05% | +155+5.9% | Added |
| Principle Wealth Partners LLC | 2,770 | $266.4K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 2,759 | $265.4K | 0.00% | −15−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 2,756 | $265.1K | 0.02% | −10.0% | Reduced |
| AlphaStar Capital Management, LLC | 2,756 | $265.1K | 0.02% | +2,756 | New |