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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,752 | $264.7K | 0.10% | −165−5.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $264.0K | 0.03% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,745 | $264.0K | 0.02% | −18−0.7% | Reduced |
| Providence Wealth Advisors, LLC | 2,657 | $263.1K | 0.19% | −115−4.1% | Reduced |
| International Private Wealth Advisors LLC | 2,731 | $262.7K | 0.38% | −117−4.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,726 | $262.2K | 0.22% | +7+0.3% | Added |
| Old North State Wealth Management, LLC | 2,717 | $261.9K | 0.15% | +2,717 | New |
| Beacon Investment Advisors LLC | 2,720 | $261.6K | 0.12% | +7+0.3% | Added |
| Kovack Advisors, Inc. | 2,719 | $261.5K | 0.03% | +15+0.6% | Added |
| Boston Financial Mangement LLC | 2,707 | $260.4K | 0.01% | −52−1.9% | Reduced |
| Live Oak Private Wealth LLC | 2,692 | $258.9K | 0.04% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,685 | $258.2K | 0.04% | +31+1.2% | Added |
| CWA Asset Management Group, LLC | 2,684 | $258.1K | 0.01% | +2,684 | New |
| Chesapeake Asset Management LLC | 2,680 | $257.8K | 0.22% | +93+3.6% | Added |
| Capital Asset Advisory Services LLC | 2,728 | $257.4K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 2,674 | $257.2K | 0.03% | +2,674 | New |
| IFG Advisors, LLC | 2,670 | $256.8K | 0.05% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,637 | $253.6K | 0.01% | +2,637 | New |
| Fiduciary Financial Group, LLC | 2,684 | $253.2K | 0.06% | +78+3.0% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $252.8K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,600 | $250.1K | 0.03% | −21,100−89.0% | Reduced |
| John G Ullman & Associates Inc | 2,587 | $248.8K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 2,585 | $248.6K | 0.05% | +2,585 | New |
| TSFG, LLC | 2,580 | $248.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 2,565 | $247.0K | 0.18% | +2,565 | New |
| AdvisorNet Financial, Inc | 2,567 | $246.8K | 0.02% | +264+11.5% | Added |
| Norris Perne & French LLP | 2,542 | $244.5K | 0.02% | +2,542 | New |
| Choate Investment Advisors | 2,529 | $243.2K | 0.01% | −75−2.9% | Reduced |
| First Interstate Bank | 2,525 | $242.9K | 0.01% | +2,525 | New |
| Wealthcare Advisory Partners LLC | 2,518 | $242.2K | 0.01% | −734−22.6% | Reduced |
| Two Sigma Securities, LLC | 2,518 | $242.2K | 0.02% | +2,518 | New |
| Ipswich Investment Management Co., Inc. | 2,512 | $241.6K | 0.06% | −60−2.3% | Reduced |
| StoneX Group Inc. | 2,493 | $239.8K | 0.02% | +2,493 | New |
| Liberty Capital Management, Inc. | 2,486 | $239.1K | 0.05% | +2,486 | New |
| Duncker Streett & Co Inc | 2,482 | $238.7K | 0.04% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,477 | $238.2K | 0.07% | +2,477 | New |
| Umb Bank N A | 2,472 | $237.8K | 0.00% | −24−1.0% | Reduced |
| Fidelis Capital Partners, LLC | 2,385 | $237.4K | 0.03% | +2,385 | New |
| Midwest Professional Planners, LTD. | 2,457 | $236.3K | 0.07% | −133−5.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,455 | $236.1K | 0.01% | +2,455 | New |
| Clayton Financial Group LLC | 2,441 | $234.8K | 0.09% | +2,441 | New |
| Planning Center, Inc. | 2,411 | $231.9K | 0.03% | +2,411 | New |
| Hilltop Partners LLC | 2,377 | $228.6K | 0.08% | +2,377 | New |
| Significant Wealth Partners LLC | 2,365 | $227.4K | 0.12% | +2,365 | New |
| Stanley-Laman Group, Ltd. | 2,360 | $227.0K | 0.03% | +2,360 | New |
| Patrick M Sweeney & Associates, Inc | 2,352 | $226.2K | 0.17% | +2,352 | New |
| Monetary Management Group Inc | 2,350 | $226.0K | 0.06% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,310 | $224.6K | 0.07% | +2,310 | New |
| Fidelity D & D Bancorp Inc | 2,332 | $224.3K | 0.15% | +2,332 | New |
| CFM Wealth Partners LLC | 2,326 | $223.7K | 0.04% | +2,326 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $221.0K | 0.09% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,297 | $220.9K | 0.06% | +2,297 | New |
| RDA Financial Network | 2,282 | $219.5K | 0.07% | +2,282 | New |
| LCNB Corp | 2,271 | $218.4K | 0.08% | +2,271 | New |
| Main Street Financial Solutions, LLC | 2,259 | $217.3K | 0.02% | −526−18.9% | Reduced |
| MBE Wealth Management, LLC | 2,255 | $216.9K | 0.12% | +2,255 | New |
| Independent Wealth Network Inc. | 2,249 | $216.3K | 0.10% | +2,249 | New |
| Massmutual Trust Co FSB | 2,248 | $216.2K | 0.01% | +111+5.2% | Added |
| Lockerman Financial Group, Inc. | 2,248 | $216.2K | 0.37% | +2,248 | New |
| Allianz Asset Management GmbH | 2,246 | $216.0K | 0.00% | +2,246 | New |
| Brighton Jones LLC | 2,244 | $215.8K | 0.01% | +2,244 | New |
| Dividend Assets Capital, LLC | 2,228 | $214.3K | 0.04% | +2,228 | New |
| Ridgewood Investments LLC | 2,227 | $214.2K | 0.11% | −269−10.8% | Reduced |
| CIBC World Markets Inc. | 2,220 | $214.0K | 0.00% | +2,220 | New |
| Ariston Services Group | 2,223 | $213.8K | 0.19% | +2,223 | New |
| Park Place Capital Corp | 2,212 | $212.8K | 0.06% | +1,151+108.5% | Added |
| Perkins Coie Trust Co | 2,202 | $211.8K | 0.05% | 00.0% | Unchanged |
| Capital Management Corp | 2,200 | $211.6K | 0.04% | +2,200 | New |
| Second Line Capital, LLC | 2,193 | $210.9K | 0.06% | +2,193 | New |
| Exchange Capital Management, Inc. | 2,182 | $209.9K | 0.03% | +2,182 | New |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $208.7K | 0.02% | +2,170 | New |
| Kolinsky Wealth Management, LLC | 2,155 | $207.3K | 0.13% | +2,155 | New |
| Channel Wealth LLC | 2,154 | $207.2K | 0.07% | +2,154 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $205.2K | 0.32% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,142 | $204.5K | 0.07% | +2,142 | New |
| AMG National Trust Bank | 2,119 | $203.8K | 0.01% | +2,119 | New |
| BLB&B Advisors, LLC | 2,113 | $203.2K | 0.01% | +2,113 | New |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $203.0K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 2,115 | $203.0K | 0.00% | −149,227−98.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,110 | $202.9K | 0.12% | +2,110 | New |
| Financial Counselors Inc | 2,103 | $202.3K | 0.00% | +2,103 | New |
| Trustmark National Bank Trust Department | 2,100 | $202.0K | 0.02% | +2,100 | New |
| Kovitz Investment Group Partners, LLC | 5,205 | $201.9K | 0.00% | +5,205 | New |
| Marshall Financial Group LLC | 2,098 | $201.7K | 0.05% | +2,098 | New |
| Trust Co of Virginia | 2,095 | $201.5K | 0.02% | +2,095 | New |
| Howe & Rusling Inc | 2,086 | $200.6K | 0.02% | +2,086 | New |
| Boston Research & Management Inc | 2,082 | $200.2K | 0.05% | +2,082 | New |
| CWS Financial Advisors, LLC | 2,081 | $200.1K | 0.07% | +2,081 | New |
| Neville Rodie & Shaw Inc | 2,078 | $200.0K | 0.01% | +2,078 | New |
| Operose Advisors LLC | 2,072 | $199.3K | 0.06% | +285+15.9% | Added |
| Quadrant Capital Group LLC | 2,068 | $198.9K | 0.01% | +126+6.5% | Added |
| Virtus ETF Advisers LLC | 2,061 | $198.2K | 0.09% | −186−8.3% | Reduced |
| Baldwin Brothers Inc | 2,058 | $197.9K | 0.01% | +2,040+11,333.3% | Added |
| Tompkins Financial Corp | 2,034 | $195.6K | 0.02% | −1,851−47.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,012 | $193.5K | 0.01% | +49+2.5% | Added |
| First Command Advisory Services, Inc. | 1,992 | $191.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,981 | $191.0K | 0.00% | −1,243−38.6% | Reduced |
| Brown Brothers Harriman & Co | 1,967 | $189.2K | 0.00% | +101+5.4% | Added |
| Addison Advisors LLC | 1,949 | $187.5K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,685 | $162.1K | 0.07% | +9+0.5% | Added |