Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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

Value heldQ4 2024: $24.5B

Institutions holding WEC and their total value by quarter
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.

Institutions holding WEC in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Kempen Capital Management N.V.	0	$0	0.00%	−73,784−100.0%	Sold out
Caption Management, LLC	0	$0	0.00%	−59,364−100.0%	Sold out
Stoneridge Investment Partners LLC	0	$0	0.00%	−58,139−100.0%	Sold out
Entropy Technologies, LP	0	$0	0.00%	−29,186−100.0%	Sold out
Reaves W H & Co Inc	0	$0	0.00%	−28,300−100.0%	Sold out
Alberta Investment Management Corp	0	$0	0.00%	−24,600−100.0%	Sold out
Pinebridge Investments, L.P.	0	$0	0.00%	−23,018−100.0%	Sold out
Simplex Trading, LLC	0	$0	0.00%	−18,777−100.0%	Sold out
Centiva Capital, LP	0	$0	0.00%	−17,876−100.0%	Sold out
Second Half Financial Partners, LLC	0	$0	0.00%	−17,363−100.0%	Sold out
DRW Securities, LLC	0	$0	0.00%	−14,476−100.0%	Sold out
B.O.S.S. Retirement Advisors, LLC	0	$0	0.00%	−12,411−100.0%	Sold out
Veriti Management LLC	0	$0	0.00%	−11,800−100.0%	Sold out
Independent Financial Group, LLC	0	$0	0.00%	−10,320−100.0%	Sold out
Kentucky Retirement Systems Insurance Trust Fund	0	$0	0.00%	−9,358−100.0%	Sold out
Natixis	0	$0	0.00%	−8,598−100.0%	Sold out
Inceptionr LLC	0	$0	0.00%	−8,247−100.0%	Sold out
Dynamic Advisor Solutions LLC	0	$0	0.00%	−5,234−100.0%	Sold out
Edgestream Partners, L.P.	0	$0	0.00%	−4,143−100.0%	Sold out
PFG Advisors	0	$0	0.00%	−4,137−100.0%	Sold out
Atlanta Consulting Group Advisors, LLC	0	$0	0.00%	−3,876−100.0%	Sold out
MBB Public Markets I LLC	0	$0	0.00%	−3,690−100.0%	Sold out
Dark Forest Capital Management LP	0	$0	0.00%	−3,226−100.0%	Sold out
Syon Capital LLC	0	$0	0.00%	−3,142−100.0%	Sold out
First Heartland Consultants, Inc.	0	$0	0.00%	−3,143−100.0%	Sold out
Synovus Financial Corp	0	$0	0.00%	−2,980−100.0%	Sold out
Catalyst Funds Management Pty Ltd	0	$0	0.00%	−2,800−100.0%	Sold out
Lifeworks Advisors, LLC	0	$0	0.00%	−2,775−100.0%	Sold out
Intrust Bank NA	0	$0	0.00%	−2,674−100.0%	Sold out
IFG Advisors, LLC	0	$0	0.00%	−2,670−100.0%	Sold out
Bayesian Capital Management, LP	0	$0	0.00%	−2,600−100.0%	Sold out
Two Sigma Securities, LLC	0	$0	0.00%	−2,518−100.0%	Sold out
StoneX Group Inc.	0	$0	0.00%	−2,493−100.0%	Sold out
Significant Wealth Partners LLC	0	$0	0.00%	−2,365−100.0%	Sold out
Brighton Jones LLC	0	$0	0.00%	−2,244−100.0%	Sold out
Dividend Assets Capital, LLC	0	$0	0.00%	−2,228−100.0%	Sold out
Channel Wealth LLC	0	$0	0.00%	−2,154−100.0%	Sold out
AMG National Trust Bank	0	$0	0.00%	−2,119−100.0%	Sold out
BLB&B Advisors, LLC	0	$0	0.00%	−2,113−100.0%	Sold out
Trustmark National Bank Trust Department	0	$0	0.00%	−2,100−100.0%	Sold out
Trust Co of Virginia	0	$0	0.00%	−2,095−100.0%	Sold out
Howe & Rusling Inc	0	$0	0.00%	−2,086−100.0%	Sold out
Boston Research & Management Inc	0	$0	0.00%	−2,082−100.0%	Sold out
Neville Rodie & Shaw Inc	0	$0	0.00%	−2,078−100.0%	Sold out
Baldwin Brothers Inc	0	$0	0.00%	−2,058−100.0%	Sold out
Red Tortoise LLC	0	$0	0.00%	−1,514−100.0%	Sold out
Uncommon Cents Investing LLC	0	$0	0.00%	−1,347−100.0%	Sold out
Union Savings Bank	0	$0	0.00%	−1,100−100.0%	Sold out
Alta Advisers Ltd	0	$0	0.00%	−1,000−100.0%	Sold out
Loomis Sayles & Co L P	0	$0	0.00%	−826−100.0%	Sold out
NBC Securities, Inc.	0	$0	0.00%	−830−100.0%	Sold out
Householder Group Estate & Retirement Specialist, LLC	0	$0	0.00%	−578−100.0%	Sold out
Friedenthal Financial	0	$0	0.00%	−522−100.0%	Sold out
Mizuho Bank, Ltd.	0	$0	0.00%	−500−100.0%	Sold out
nVerses Capital, LLC	0	$0	0.00%	−500−100.0%	Sold out
Ashton Thomas Securities, LLC	0	$0	0.00%	−468−100.0%	Sold out
Jaffetilchin Investment Partners, LLC	0	$0	0.00%	−250−100.0%	Sold out
Capital Performance Advisors LLP	0	$0	0.00%	−245−100.0%	Sold out
Arrow Financial Corp	0	$0	0.00%	−225−100.0%	Sold out
Northwest Financial Advisors	0	$0	0.00%	−99−100.0%	Sold out
Aspire Private Capital, LLC	0	$0	0.00%	−87−100.0%	Sold out
Hobbs Group Advisors, LLC	0	$0	0.00%	−83−100.0%	Sold out
Investors Research Corp	0	$0	0.00%	−77−100.0%	Sold out
Wells Financial Advisors INC	0	$0	0.00%	−67−100.0%	Sold out
Voisard Asset Management Group, Inc.	0	$0	0.00%	−58−100.0%	Sold out
McMahon Financial Advisors, LLC	0	$0	0.00%	−53−100.0%	Sold out
Capital Analysts, LLC	0	$0	0.00%	−51−100.0%	Sold out
Heritage Wealth Advisors	0	$0	0.00%	−41−100.0%	Sold out
Redmont Wealth Advisors LLC	0	$0	0.00%	−37−100.0%	Sold out
Copley Financial Group, Inc.	0	$0	0.00%	−34−100.0%	Sold out
Salomon & Ludwin, LLC	0	$0	0.00%	−18−100.0%	Sold out
Proffitt & Goodson Inc	0	$0	0.00%	−11−100.0%	Sold out
Claris Advisors, LLC	0	$0	0.00%	−6−100.0%	Sold out
WestEnd Advisors, LLC	0	$0	0.00%	−4−100.0%	Sold out
Dogwood Wealth Management LLC	0	$0	0.00%	0	Sold out
Transamerica Financial Advisors, Inc.	0	$0	0.00%	−1−100.0%	Sold out
Raymond James & Associates	–	–	–	–	Not filed
Scout Investments, Inc.	–	–	–	–	Not filed
Raymond James Financial Services Advisors, Inc.	–	–	–	–	Not filed
Eagle Asset Management Inc	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. Holding AG	–	–	–	–	Not filed
Financial Planning & Information Services, Inc.	–	–	–	–	Not filed
Kowal Investment Group, LLC	–	–	–	–	Not filed
Aquila Investment Management LLC	–	–	–	–	Not filed
SpiderRock Advisors, LLC	–	–	–	–	Not filed
Raymond James Trust N.A.	–	–	–	–	Not filed
Rakuten Investment Management, Inc.	–	–	–	–	Not filed
First Trust Investment Solutions L.P.	–	–	–	–	Not filed
First Personal Financial Services	–	–	–	–	Not filed
FinTrust Capital Advisors, LLC	–	–	–	–	Not filed
Annapolis Financial Services, LLC	–	–	–	–	Not filed
Naples Money Management LLC	–	–	–	–	Not filed
Peterson Financial Group, Inc.	–	–	–	–	Not filed
Carmichael Hill & Associates, Inc.	–	–	–	–	Not filed
Northwest Investment Counselors, LLC	–	–	–	–	Not filed