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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.

13F holders, Q4 2024

Institutional positions in Wec Energy Group, Inc. as of Dec 31, 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
1,196
+83 vs. Q3 2024
Shares held
260.6M
+10.6M (+4.3%) vs. Q3 2024
Total value
$24.5B
+$494.7M (+2.1%) vs. Q3 2024
New holders
163
457 more added
Sold out
80
358 more reduced

19 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,196 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2024: $24.5B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2024.

Institutions holding WEC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FLP Wealth Management, LLC2$1950.00%+2New
New Millennium Group LLC3$2820.00%00.0%Unchanged
Measured Risk Portfolios, Inc.3$2820.00%+3New
Kayne Anderson Rudnick Investment Management LLC4$3760.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$3760.00%+4New
Capital A Wealth Management, LLC4$3760.00%+4New
Winnow Wealth LLC5$4650.00%+5New
NVWM, LLC5$4700.00%00.0%Unchanged
Activest Wealth Management5$4700.00%+5New
Nemes Rush Group LLC5$4700.00%+5New
Quest 10 Wealth Builders, Inc.5$4700.00%+5New
Fairman Group, LLC6$5640.00%−7−53.8%Reduced
Creative Financial Designs Inc6$5640.00%00.0%Unchanged
Painted Porch Advisors LLC6$5640.00%+6New
Principia Wealth Advisory, LLC7$6580.00%+7New
First United Bank Trust8$7520.00%00.0%Unchanged
PSI Advisors, LLC8$7520.00%00.0%Unchanged
True Wealth Design, LLC10$9410.00%+1+11.1%Added
Bell Investment Advisors, Inc13$1.22K0.00%−13−50.0%Reduced
Brown, Lisle/Cummings, Inc.13$1.22K0.00%+13New
Conquis Financial LLC14$1.32K0.00%+14New
Aspect Partners, LLC15$1.41K0.00%00.0%Unchanged
Creekmur Asset Management LLC15$1.41K0.00%00.0%Unchanged
WealthTrak Capital Management LLC15$1.41K0.00%+15New
Logan Capital Management Inc15$1.42K0.00%+15New
Halbert Hargrove Global Advisors, LLC16$1.50K0.00%+16New
First Financial Corp17$1.60K0.00%−40−70.2%Reduced
Clark Wealth Partners17$1.60K0.00%+17New
SJS Investment Consulting Inc.18$1.69K0.00%−4−18.2%Reduced
NewSquare Capital LLC18$1.69K0.00%+18New
Pineridge Advisors LLC18$1.71K0.00%00.0%Unchanged
Highline Wealth Partners LLC20$1.88K0.00%00.0%Unchanged
Sierra Ocean, LLC20$1.89K0.00%+20New
Avion Wealth29$2.00K0.00%+5+20.8%Added
Winthrop Capital Management, LLC25$2.00K0.00%00.0%Unchanged
Hilltop National Bank25$2.35K0.00%−750−96.8%Reduced
Missouri Trust & Investment Co26$2.44K0.00%+26New
Northwest Capital Management Inc27$2.54K0.00%−68−71.6%Reduced
McIlrath & Eck, LLC27$2.54K0.00%00.0%Unchanged
Bogart Wealth, LLC29$2.73K0.00%+29New
Global Trust Asset Management, LLC32$3.01K0.00%−29,396−99.9%Reduced
ORG Partners LLC32$3.01K0.00%00.0%Unchanged
WR Wealth Planners, LLC34$3.20K0.00%−110−76.4%Reduced
Ruedi Wealth Management, Inc.34$3.20K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC34$3.20K0.00%00.0%Unchanged
MCF Advisors LLC36$3.39K0.00%+11+44.0%Added
Raffa Wealth Management, LLC40$3.76K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC40$3.76K0.00%00.0%Unchanged
Keener Financial Planning LLC50$4.00K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC45$4.00K0.00%+45New
Retirement Wealth Solutions LLC43$4.03K0.00%+43New
Atlantic Edge Private Wealth Management, LLC45$4.23K0.00%−70−60.9%Reduced
Sunbelt Securities, Inc.51$4.80K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd53$4.98K0.00%00.0%Unchanged
Whipplewood Advisors, LLC54$5.08K0.00%+54New
GHP Investment Advisors, Inc.55$5.17K0.00%−13−19.1%Reduced
Abound Wealth Management55$5.19K0.00%−1−1.8%Reduced
Transce3nd, LLC57$5.36K0.00%+57New
1620 Investment Advisors, Inc.59$5.55K0.00%+59New
Private Wealth Management Group, LLC62$5.83K0.00%+28+82.4%Added
Archer Investment Corp62$5.86K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC63$5.92K0.00%+4+6.8%Added
Horizon Bancorp Inc68$6.00K0.00%00.0%Unchanged
Darwin Advisors, LLC64$6.02K0.00%00.0%Unchanged
Global Financial Private Client, LLC64$6.02K0.00%+6+10.3%Added
LRI Investments, LLC67$6.30K0.00%00.0%Unchanged
Millstone Evans Group, LLC67$6.30K0.00%+67New
Legacy Investment Solutions, LLC62$6.31K0.00%−132−68.0%Reduced
Legacy Wealth Managment, LLC62$6.31K0.00%−132−68.0%Reduced
South State Corp.68$6.39K0.00%+68New
Coppell Advisory Solutions LLC69$6.50K0.00%−7−9.2%Reduced
New England Capital Financial Advisors LLC76$7.11K0.00%+76New
Murphy & Mullick Capital Management Corp79$7.38K0.01%+79New
Harbor Investment Advisory, LLC79$7.43K0.00%00.0%Unchanged
Sachetta, LLC80$7.52K0.00%−44−35.5%Reduced
Richard W. Paul & Associates, LLC81$7.62K0.00%+2+2.5%Added
Solstein Capital, LLC82$7.71K0.00%00.0%Unchanged
Dunhill Financial, LLC83$7.82K0.00%+17+25.8%Added
LFA - Lugano Financial Advisors SA85$7.99K0.01%00.0%Unchanged
McCarthy Grittinger Financial Group, LLC89$8.37K0.00%00.0%Unchanged
NBT Bank N A90$8.46K0.00%−150−62.5%Reduced
Synergy Investment Management, LLC92$8.57K0.00%+92New
JFS Wealth Advisors, LLC93$8.75K0.00%−96−50.8%Reduced
Atala Financial Inc93$8.75K0.01%+93New
Golden State Wealth Management, LLC97$9.12K0.00%+97New
Caldwell Sutter Capital, Inc.100$9.40K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$9.40K0.01%00.0%Unchanged
Eagle Bay Advisors LLC100$9.44K0.01%00.0%Unchanged
Front Row Advisors LLC102$9.59K0.00%00.0%Unchanged
Financial Management Professionals, Inc.105$9.85K0.00%+5+5.0%Added
Mendota Financial Group, LLC105$9.88K0.01%−31−22.8%Reduced
Key Financial Inc106$9.97K0.00%00.0%Unchanged
Grove Bank & Trust106$9.97K0.00%+42+65.6%Added
Lazard Asset Management LLC107$10.0K0.00%−27,590−99.6%Reduced
Briaud Financial Planning, Inc114$10.0K0.00%00.0%Unchanged
Sittner & Nelson, LLC107$10.0K0.00%00.0%Unchanged
Wiser Advisor Group LLC111$10.4K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.112$10.5K0.00%00.0%Unchanged
Kimelman & Baird, LLC116$10.9K0.00%00.0%Unchanged
CGC Financial Services, LLC120$11.3K0.00%00.0%Unchanged