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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essential Planning, LLC. | 31,720 | $3.08M | 0.02% | +31,720 | New |
| Prosperity Consulting Group, LLC | 33,163 | $3.12M | 0.23% | −1,700−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 33,721 | $3.17M | 0.05% | +475+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 33,852 | $3.18M | 0.03% | +2,433+7.7% | Added |
| Zions Bancorporation, N.A. | 33,915 | $3.19M | 0.20% | +706+2.1% | Added |
| Somerset Trust Co | 34,136 | $3.21M | 1.21% | +1,583+4.9% | Added |
| Harbour Investments, Inc. | 34,171 | $3.21M | 0.09% | +7,998+30.6% | Added |
| Schroder Investment Management Group | 34,235 | $3.23M | 0.00% | −163−0.5% | Reduced |
| Ontario Teachers Pension Plan Board | 34,626 | $3.26M | 0.04% | +12,645+57.5% | Added |
| Regions Financial Corp | 34,646 | $3.26M | 0.02% | −442−1.3% | Reduced |
| United Capital Management of KS, Inc. | 35,205 | $3.31M | 0.60% | +760+2.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,455 | $3.33M | 0.09% | −2,330−6.2% | Reduced |
| Rafferty Asset Management, LLC | 35,516 | $3.34M | 0.01% | −907−2.5% | Reduced |
| State of Alaska, Department of Revenue | 36,080 | $3.39M | 0.04% | −640−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,184 | $3.40M | 0.02% | +36,184 | New |
| Belpointe Asset Management LLC | 37,028 | $3.44M | 0.21% | +5,603+17.8% | Added |
| Alliance Wealth Advisors, LLC | 36,948 | $3.47M | 0.90% | +1,016+2.8% | Added |
| Allworth Financial LP | 35,934 | $3.51M | 0.02% | +30,269+534.3% | Added |
| Richard C. Young & CO., LTD. | 37,836 | $3.56M | 0.39% | −438−1.1% | Reduced |
| KLCM Advisors, Inc. | 37,862 | $3.56M | 0.41% | +2,267+6.4% | Added |
| Mutual of America Capital Management LLC | 37,891 | $3.56M | 0.04% | −1,027−2.6% | Reduced |
| Alta Capital Management LLC | 37,999 | $3.57M | 0.21% | +3,262+9.4% | Added |
| N.E.W. Advisory Services LLC | 38,019 | $3.58M | 0.34% | +2,659+7.5% | Added |
| CIBC World Markets Inc. | 38,084 | $3.58M | 0.01% | +35,864+1,615.5% | Added |
| Castellan Group, LLC | 38,460 | $3.62M | 1.57% | +38,460 | New |
| Mackenzie Financial Corp | 38,921 | $3.66M | 0.00% | −43,272−52.6% | Reduced |
| Glenmede Trust Co NA | 39,222 | $3.69M | 0.02% | +718+1.9% | Added |
| Johnson Financial Group, Inc. | 37,214 | $3.69M | 0.17% | +19,164+106.2% | Added |
| Nissay Asset Management Corp | 39,250 | $3.72M | 0.02% | +216+0.6% | Added |
| Nicholas Company, Inc. | 39,760 | $3.74M | 0.06% | −150.0% | Reduced |
| Morton Community Bank | 40,095 | $3.77M | 1.00% | +570+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 40,165 | $3.78M | 0.15% | +1,908+5.0% | Added |
| Daiwa Securities Group Inc. | 41,610 | $3.91M | 0.02% | +3,111+8.1% | Added |
| Advisors Asset Management, Inc. | 41,614 | $3.91M | 0.07% | −12,671−23.3% | Reduced |
| Bright Rock Capital Management, LLC | 42,000 | $3.95M | 0.84% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.35% | 00.0% | Unchanged |
| Xponance, Inc. | 42,326 | $3.98M | 0.04% | −1,099−2.5% | Reduced |
| New York Life Investment Management LLC | 42,341 | $3.98M | 0.04% | +362+0.9% | Added |
| Alley Investment Management Company, LLC | 42,485 | $4.00M | 0.51% | +1,241+3.0% | Added |
| Options Solutions, LLC | 43,046 | $4.05M | 1.82% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 43,528 | $4.09M | 0.00% | +8,009+22.5% | Added |
| Woodley Farra Manion Portfolio Management Inc | 43,567 | $4.10M | 0.20% | +930+2.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,848 | $4.12M | 0.04% | +4,332+11.0% | Added |
| Pacer Advisors, Inc. | 44,170 | $4.15M | 0.01% | −19,275−30.4% | Reduced |
| S&CO Inc | 44,237 | $4.16M | 0.28% | 00.0% | Unchanged |
| Blair William & Co | 44,266 | $4.16M | 0.01% | +168+0.4% | Added |
| Schonfeld Strategic Advisors LLC | 45,030 | $4.23M | 0.03% | +27,524+157.2% | Added |
| Quantinno Capital Management LP | 45,134 | $4.24M | 0.04% | +25,661+131.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 45,831 | $4.31M | 0.04% | +45,831 | New |
| Park Avenue Securities LLC | 47,014 | $4.42M | 0.05% | +8,495+22.1% | Added |
| Mediolanum International Funds Ltd | 47,330 | $4.45M | 0.06% | −7,477−13.6% | Reduced |
| Great Valley Advisor Group, Inc. | 47,517 | $4.47M | 0.10% | +5,289+12.5% | Added |
| Kingsview Wealth Management, LLC | 47,785 | $4.49M | 0.09% | +821+1.7% | Added |
| ProShare Advisors LLC | 47,960 | $4.51M | 0.01% | −36,044−42.9% | Reduced |
| Advisory Services Network, LLC | 49,456 | $4.65M | 0.09% | +612+1.3% | Added |
| Yousif Capital Management, LLC | 49,765 | $4.68M | 0.05% | −704−1.4% | Reduced |
| CIBC World Markets Corp | 49,904 | $4.69M | 0.03% | +7,044+16.4% | Added |
| Opus Investment Management Inc | 50,000 | $4.70M | 3.47% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.70M | 0.38% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 50,629 | $4.76M | 0.05% | +2,492+5.2% | Added |
| Orion Portfolio Solutions, LLC | 50,629 | $4.76M | 0.05% | +2,492+5.2% | Added |
| USS Investment Management Ltd | 51,178 | $4.81M | 0.03% | −32,972−39.2% | Reduced |
| Great Lakes Advisors, LLC | 51,722 | $4.86M | 0.04% | +275+0.5% | Added |
| GWM Advisors LLC | 52,259 | $4.91M | 0.03% | +1,762+3.5% | Added |
| Utah Retirement Systems | 52,284 | $4.92M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 53,647 | $5.08M | 0.01% | −79,297−59.6% | Reduced |
| Motco | 54,187 | $5.10M | 0.52% | −678−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 54,747 | $5.15M | 0.03% | +1,692+3.2% | Added |
| Bank of Nova Scotia | 56,286 | $5.29M | 0.01% | +7,264+14.8% | Added |
| Albion Financial Group | 56,403 | $5.30M | 0.36% | +74+0.1% | Added |
| Investment Management Corp of Ontario | 58,880 | $5.54M | 0.18% | +48,418+462.8% | Added |
| Aquatic Capital Management LLC | 59,480 | $5.59M | 0.15% | +59,480 | New |
| Baillie Gifford & Co | 59,698 | $5.61M | 0.00% | −80,931−57.5% | Reduced |
| British Columbia Investment Management Corp | 60,535 | $5.69M | 0.03% | +7,847+14.9% | Added |
| Amalgamated Bank | 62,200 | $5.85M | 0.05% | +82+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,840 | $5.91M | 0.01% | +11,809+23.1% | Added |
| Atria Investments LLC | 63,704 | $5.99M | 0.07% | +831+1.3% | Added |
| Creative Planning | 65,623 | $6.17M | 0.01% | +8,095+14.1% | Added |
| SG Americas Securities, LLC | 65,913 | $6.20M | 0.03% | +20,918+46.5% | Added |
| Old National Bancorp | 67,556 | $6.35M | 0.15% | −14,983−18.2% | Reduced |
| Czech National Bank | 68,592 | $6.45M | 0.06% | +4,204+6.5% | Added |
| Panagora Asset Management Inc | 68,915 | $6.48M | 0.03% | +38,755+128.5% | Added |
| Wealthfront Advisers LLC | 69,151 | $6.50M | 0.02% | +40,666+142.8% | Added |
| Thompson Investment Management, Inc. | 69,566 | $6.54M | 0.94% | −863−1.2% | Reduced |
| State of Tennessee, Treasury Department | 70,800 | $6.66M | 0.02% | −3,812−5.1% | Reduced |
| Janney Montgomery Scott LLC | 70,983 | $6.67M | 0.02% | +1,697+2.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 71,331 | $6.71M | 0.02% | +55+0.1% | Added |
| Northern Oak Wealth Management Inc | 73,655 | $6.93M | 0.88% | −8,197−10.0% | Reduced |
| Vestcor Inc | 73,914 | $6.95M | 0.23% | −9,655−11.6% | Reduced |
| Guardian Capital LP | 78,523 | $7.38M | 0.27% | +1,106+1.4% | Added |
| Commerce Bank | 79,084 | $7.44M | 0.05% | −486−0.6% | Reduced |
| Public Sector Pension Investment Board | 82,054 | $7.72M | 0.03% | +26,832+48.6% | Added |
| Parsons Capital Management Inc | 82,784 | $7.79M | 0.42% | +68,866+494.8% | Added |
| Bartlett & Co. Wealth Management LLC | 82,925 | $7.80M | 0.11% | +1,100+1.3% | Added |
| Gotham Asset Management, LLC | 83,241 | $7.83M | 0.07% | +982+1.2% | Added |
| Thomas Story & Son LLC | 83,674 | $7.87M | 3.30% | −1,055−1.2% | Reduced |
| MetLife Investment Management | 83,727 | $7.87M | 0.04% | +1,540+1.9% | Added |
| Brandywine Global Investment Management, LLC | 83,796 | $7.88M | 0.06% | −6,390−7.1% | Reduced |
| Fifth Third Bancorp | 84,335 | $7.93M | 0.03% | −4,851−5.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 84,670 | $7.96M | 1.67% | −19,290−18.6% | Reduced |