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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.

Q4 2024 vs. Q3 2024

How the institutions holding Wec Energy Group, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of WEC: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1,132191,196+83
Shares252.4M2.44M260.6M+10.6M (+4.3%)
Value$24.2B$234.3M$24.5B+$494.7M (+2.1%)

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (163)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 163 by value.

Institutions new to WEC in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc2,008,492$188.9M0.07%
Talaria Asset Management Pty Ltd573,900$54.0M13.91%
Donaldson Capital Management, LLC387,293$36.4M1.39%
Aware Super Pty Ltd as trustee of Aware Super331,007$31.1M0.50%
Adage Capital Partners GP, L.L.C.295,608$27.8M0.05%
Susquehanna Fundamental Investments, LLC245,031$23.0M0.39%
Healthcare of Ontario Pension Plan Trust Fund200,000$18.8M0.04%
APG Asset Management N.V.170,900$15.5M0.04%
Adams Diversified Equity Fund, Inc.161,600$15.2M0.57%
Two Sigma Advisers, LP146,400$13.8M0.03%
1832 Asset Management L.P.140,150$13.2M0.02%
Universal- Beteiligungs- und Servicegesellschaft mbH123,308$11.6M0.02%
Verity & Verity, LLC109,227$10.3M0.94%
Aquatic Capital Management LLC59,480$5.59M0.15%
Police & Firemen's Retirement System of New Jersey45,831$4.31M0.04%
Castellan Group, LLC38,460$3.62M1.57%
Connor, Clark & Lunn Investment Management Ltd.36,184$3.40M0.02%
Essential Planning, LLC.31,720$3.08M0.02%
Elo Mutual Pension Insurance Co32,432$3.05M0.06%
Brentview Investment Management LLC32,293$3.04M1.73%
Quantbot Technologies LP31,225$2.94M0.11%
Smith Group Asset Management, LLC28,000$2.63M0.19%
Skandinaviska Enskilda Banken AB (publ)26,980$2.54M0.01%
Parr McKnight Wealth Management Group, LLC25,873$2.43M0.35%
Collar Capital Management, LLC22,587$2.12M1.77%
Stonebridge Financial Group, LLC19,209$1.81M0.20%
Woodline Partners LP18,998$1.79M0.01%
Apollon Financial, LLC18,763$1.76M0.44%
Voloridge Investment Management, LLC18,220$1.71M0.01%
Burling Wealth Partners, LLC16,856$1.59M0.32%
Matrix Trust Co16,352$1.54M0.27%
Eventide Asset Management, LLC13,916$1.31M0.02%
ISAM Funds (UK) Ltd13,928$1.31M0.97%
Dynamic Technology Lab Private Ltd12,910$1.21M0.20%
Enhancing Capital LLC11,706$1.10M0.88%
PFW Advisors LLC11,407$1.07M0.33%
Pollock Investment Advisors, LLC10,999$1.03M0.84%
Gsa Capital Partners LLP10,660$1.00M0.07%
Nomura Holdings Inc10,426$980.5K0.01%
Congress Wealth Management LLC9,978$938.3K0.01%
Nebula Research & Development LLC9,660$908.4K0.11%
Allstate Corp9,614$904.1K0.03%
Tyche Wealth Partners LLC9,517$895.0K0.19%
Farringdon Capital, Ltd.9,400$884.0K0.37%
Birch Financial Group, LLC9,240$868.9K0.98%
Teza Capital Management LLC7,151$672.5K0.10%
Axq Capital, LP6,329$595.2K0.27%
Abc Arbitrage SA6,252$587.9K0.08%
Richmond Investment Services, LLC6,102$573.8K0.32%
Paloma Partners Management Co5,782$543.7K0.04%
Polymer Capital Management (US) LLC5,429$510.5K0.16%
Oxford Asset Management LLP5,374$505.4K0.22%
GTS Securities LLC5,056$475.5K0.02%
Redmond Asset Management, LLC4,700$442.0K0.11%
MUFG Securities Americas Inc.4,671$439.3K0.06%
Qsemble Capital Management, LP4,559$428.7K0.06%
Marshall Investment Management, LLC4,383$421.6K0.25%
Financial Advisors Network, Inc.4,356$409.6K0.07%
Atom Investors LP4,243$399.0K0.05%
Kiker Wealth Management, LLC4,227$397.5K0.32%
Engineers Gate Manager LP4,221$396.9K0.01%
AssuredPartners Investment Advisors, LLC4,185$393.6K0.08%
Quantitative Investment Management, LLC4,004$376.0K0.03%
Callan Family Office, LLC3,927$369.3K0.02%
Weiss Asset Management LP3,912$367.9K0.01%
Canada Post Corp Registered Pension Plan3,722$350.0K0.02%
Certior Financial Group, LLC3,682$346.3K0.31%
Aegis Wealth Management LLC3,671$345.2K0.23%
Flow Traders U.S. LLC3,527$332.0K0.01%
Stonehaven Wealth & Tax Solutions, LLC3,448$324.3K0.35%
Change Path, LLC3,352$315.3K0.01%
Moment Partners, LLC3,338$313.9K0.06%
Bingham Private Wealth, LLC3,075$289.2K0.31%
Crews Bank & Trust3,070$288.7K0.05%
Sagespring Wealth Partners, LLC3,029$284.8K0.01%
Ossiam3,010$283.1K0.00%
Folger Nolan Fleming Douglas Capital Management, Inc2,985$280.7K0.03%
Dahring | Cusmano LLC2,908$273.5K0.25%
Walkner Condon Financial Advisors LLC2,879$270.8K0.06%
DSG Capital Advisors, LLC2,827$265.9K0.05%
Commerzbank Aktiengesellschaft2,729$258.0K0.01%
Aaron Wealth Advisors2,731$256.8K0.03%
GWN Securities Inc.2,615$256.3K0.07%
CAPROCK Group, Inc.2,644$248.7K0.01%
Turning Point Benefit Group, Inc.2,595$243.6K0.23%
Gibbs Wealth Management2,561$240.8K0.07%
Custom Index Systems, LLC2,529$237.8K0.13%
Stonebridge Capital Advisors LLC2,501$235.2K0.02%
Blueshift Asset Management, LLC2,323$218.5K0.08%
Baader Bank INC2,298$216.1K0.02%
Keystone Financial Group, Inc.2,294$215.7K0.17%
Strategic Investment Advisors2,272$213.6K0.02%
Essex Savings Bank2,249$211.5K0.05%
Boston Private Wealth LLC2,235$210.2K0.00%
OneAscent Financial Services LLC2,220$209.0K0.02%
Cozad Asset Management Inc2,194$206.3K0.02%
Longboard Asset Management, LP2,177$204.7K0.54%
Hager Investment Management Services, LLC2,170$204.1K0.13%
CFS Investment Advisory Services, LLC2,174$204.0K0.02%
Essex Financial Services, Inc.2,145$201.7K0.01%

Sold out (80)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of WEC in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Zimmer Partners, LP958,294$92.2M
AMF Pensionsforsakring AB260,402$25.0M
Man Group plc125,126$12.0M
Holocene Advisors, LP97,409$9.37M
Kempen Capital Management N.V.73,784$7.10M
Caption Management, LLC59,364$5.71M
Stoneridge Investment Partners LLC58,139$5.59M
Entropy Technologies, LP29,186$2.81M
Reaves W H & Co Inc28,300$2.72M
Alberta Investment Management Corp24,600$2.37M
Pinebridge Investments, L.P.23,018$2.21M
Simplex Trading, LLC18,777$1.80M
Centiva Capital, LP17,876$1.72M
Second Half Financial Partners, LLC17,363$1.67M
DRW Securities, LLC14,476$1.39M
B.O.S.S. Retirement Advisors, LLC12,411$1.19M
Veriti Management LLC11,800$1.13M
Independent Financial Group, LLC10,320$992.6K
Kentucky Retirement Systems Insurance Trust Fund9,358$900.1K
Natixis8,598$827.0K
Inceptionr LLC8,247$793.2K
Dynamic Advisor Solutions LLC5,234$503.4K
Edgestream Partners, L.P.4,143$398.5K
PFG Advisors4,137$397.9K
Atlanta Consulting Group Advisors, LLC3,876$372.8K
MBB Public Markets I LLC3,690$354.9K
Dark Forest Capital Management LP3,226$310.3K
Syon Capital LLC3,142$302.2K
First Heartland Consultants, Inc.3,143$302.0K
Synovus Financial Corp2,980$286.6K
Catalyst Funds Management Pty Ltd2,800$269.3K
Lifeworks Advisors, LLC2,775$266.9K
Intrust Bank NA2,674$257.2K
IFG Advisors, LLC2,670$256.8K
Bayesian Capital Management, LP2,600$250.1K
Two Sigma Securities, LLC2,518$242.2K
StoneX Group Inc.2,493$239.8K
Significant Wealth Partners LLC2,365$227.4K
Brighton Jones LLC2,244$215.8K
Dividend Assets Capital, LLC2,228$214.3K
Channel Wealth LLC2,154$207.2K
AMG National Trust Bank2,119$203.8K
BLB&B Advisors, LLC2,113$203.2K
Trustmark National Bank Trust Department2,100$202.0K
Trust Co of Virginia2,095$201.5K
Howe & Rusling Inc2,086$200.6K
Boston Research & Management Inc2,082$200.2K
Neville Rodie & Shaw Inc2,078$200.0K
Baldwin Brothers Inc2,058$197.9K
Red Tortoise LLC1,514$145.6K
Uncommon Cents Investing LLC1,347$129.6K
Union Savings Bank1,100$105.8K
Alta Advisers Ltd1,000$96.2K
Loomis Sayles & Co L P826$79.0K
NBC Securities, Inc.830$79.0K
Householder Group Estate & Retirement Specialist, LLC578$55.0K
Friedenthal Financial522$50.2K
Mizuho Bank, Ltd.500$48.1K
nVerses Capital, LLC500$48.1K
Ashton Thomas Securities, LLC468$45.0K
Jaffetilchin Investment Partners, LLC250$24.0K
Capital Performance Advisors LLP245$23.6K
Arrow Financial Corp225$21.6K
Northwest Financial Advisors99$9.52K
Aspire Private Capital, LLC87$8.38K
Hobbs Group Advisors, LLC83$7.98K
Investors Research Corp77$7.41K
Wells Financial Advisors INC67$6.44K
Voisard Asset Management Group, Inc.58$5.58K
McMahon Financial Advisors, LLC53$5.10K
Capital Analysts, LLC51$5.00K
Heritage Wealth Advisors41$3.94K
Redmont Wealth Advisors LLC37$3.56K
Copley Financial Group, Inc.34$3.27K
Salomon & Ludwin, LLC18$1.73K
Proffitt & Goodson Inc11$1.06K
Claris Advisors, LLC6$577
WestEnd Advisors, LLC4$385
Dogwood Wealth Management LLC0$3
Transamerica Financial Advisors, Inc.1–

Not filed for Q4 2024 yet (19)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates1,283,994$123.5M
Scout Investments, Inc.434,676$41.5M
Raymond James Financial Services Advisors, Inc.237,173$22.8M
Eagle Asset Management Inc140,611$13.7M
B. Metzler seel. Sohn & Co. Holding AG129,295$12.4M
Financial Planning & Information Services, Inc.81,106$7.80M
Kowal Investment Group, LLC40,325$3.88M
Aquila Investment Management LLC28,000$2.69M
SpiderRock Advisors, LLC20,319$1.95M
Raymond James Trust N.A.18,054$1.74M
Rakuten Investment Management, Inc.17,906$1.71M
First Trust Investment Solutions L.P.4,701$452.2K
First Personal Financial Services910$87.5K
FinTrust Capital Advisors, LLC412$39.6K
Annapolis Financial Services, LLC145$13.9K
Naples Money Management LLC90$8.66K
Peterson Financial Group, Inc.34$3.30K
Carmichael Hill & Associates, Inc.18$1.73K
Northwest Investment Counselors, LLC11$1.06K