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Livermore
ZHEN

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
Tucker Asset Management LLC124$11.7K0.00%+65+110.2%Added
Park Square Financial Group, LLC124$11.7K0.01%+124New
Rogco, LP126$11.8K0.00%00.0%Unchanged
Fedenia Advisers LLC135$12.7K0.01%+135New
SBI Securities Co., Ltd.136$12.8K0.00%+136New
Midwest Capital Advisors, LLC136$12.8K0.01%+136New
Christopher J. Hasenberg, Inc137$12.9K0.01%00.0%Unchanged
Cornerstone Planning Group LLC131$13.2K0.00%+4+3.1%Added
Global X Japan Co., Ltd.144$13.5K0.00%+27+23.1%Added
Chilton Capital Management LLC158$14.9K0.00%−17−9.7%Reduced
Versant Capital Management, Inc162$15.2K0.00%00.0%Unchanged
First Community Trust NA166$15.6K0.01%00.0%Unchanged
Hemington Wealth Management174$16.0K0.00%+31+21.7%Added
Newbridge Financial Services Group, Inc.179$16.8K0.00%+116+184.1%Added
Meeder Asset Management Inc180$16.9K0.00%+180New
Wolff Wiese Magana LLC193$18.1K0.01%00.0%Unchanged
MV Capital Management, Inc.193$18.1K0.00%+2+1.0%Added
Frazier Financial Advisors, LLC193$18.2K0.01%+1+0.5%Added
Bank of New Hampshire200$18.8K0.00%00.0%Unchanged
Covestor Ltd198$19.0K0.01%−113−36.3%Reduced
Fortitude Family Office, LLC210$19.7K0.01%00.0%Unchanged
Atticus Wealth Management, LLC210$19.7K0.01%00.0%Unchanged
HHM Wealth Advisors, LLC211$19.8K0.00%+9+4.5%Added
Boyd Watterson Asset Management LLC228$21.4K0.01%00.0%Unchanged
Stephens Consulting, LLC228$21.4K0.01%00.0%Unchanged
Rosenberg Matthew Hamilton230$21.6K0.01%00.0%Unchanged
Synergy Financial Management, LLC229$22.1K0.00%+229New
Towarzystwo Funduszy Inwestycyjnych Pzu SA240$22.6K0.01%00.0%Unchanged
CoreFirst Bank & Trust245$23.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC256$24.0K0.00%−15−5.5%Reduced
Plante Moran Financial Advisors, LLC260$24.4K0.00%−4−1.5%Reduced
Princeton Global Asset Management LLC260$24.5K0.00%+1+0.4%Added
Larson Financial Group LLC275$25.9K0.00%+268+3,828.6%Added
Atlantic Private Wealth, LLC282$26.5K0.02%+3+1.1%Added
Gen-Wealth Partners Inc283$26.6K0.01%−146−34.0%Reduced
Asset Dedication, LLC286$26.9K0.00%+10+3.6%Added
Silvant Capital Management LLC290$27.3K0.00%00.0%Unchanged
CVA Family Office, LLC297$27.9K0.00%+275+1,250.0%Added
Prudent Man Investment Management, Inc.300$28.2K0.02%+300New
Coastline Trust Co305$28.7K0.00%00.0%Unchanged
Peoples Financial Services Corp.326$30.7K0.01%00.0%Unchanged
Valley National Advisers Inc338$31.0K0.01%00.0%Unchanged
Medallion Wealth Advisors, LLC332$31.2K0.02%+332New
Center for Financial Planning, Inc.333$31.3K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc328$31.5K0.00%00.0%Unchanged
Valued Wealth Advisors LLC343$32.3K0.02%00.0%Unchanged
Ancora Advisors, LLC354$33.3K0.00%00.0%Unchanged
Whittier Trust Co359$33.8K0.00%−683−65.5%Reduced
Elequin Capital LP362$34.0K0.00%−91−20.1%Reduced
Olistico Wealth, LLC372$35.0K0.02%00.0%Unchanged
WPG Advisers, LLC378$35.5K0.03%+378New
Hazlett, Burt & Watson, Inc.380$36.0K0.02%+1+0.3%Added
William B. Walkup & Associates, Inc.398$37.4K0.02%00.0%Unchanged
Lavaca Capital LLC400$37.6K0.02%+400New
Future Financial Wealth Managment LLC403$37.9K0.03%−253−38.6%Reduced
Maryland Capital Advisors Inc.418$39.3K0.02%00.0%Unchanged
Spire Wealth Management430$40.4K0.00%+28+7.0%Added
Essex Investment Management Co LLC430$40.4K0.01%00.0%Unchanged
Richards, Merrill & Peterson, Inc.450$42.3K0.02%+450New
Hoey Investments, Inc450$42.3K0.01%+450New
Piscataqua Savings Bank459$43.2K0.04%00.0%Unchanged
ESL Trust Services, LLC474$44.6K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.480$45.1K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC483$45.4K0.01%−56−10.4%Reduced
Deseret Mutual Benefit Administrators488$45.9K0.02%00.0%Unchanged
Salem Investment Counselors Inc518$48.7K0.00%00.0%Unchanged
Perritt Capital Management Inc524$49.3K0.03%+4+0.8%Added
Barrett & Company, Inc.540$50.8K0.02%00.0%Unchanged
Bruce G. Allen Investments, LLC544$51.2K0.04%+4+0.7%Added
Cherry Tree Wealth Management, LLC548$51.5K0.01%00.0%Unchanged
Human Investing LLC550$51.7K0.01%+550New
Wintrust Investments LLC560$52.0K0.05%+70+14.3%Added
Sugarloaf Wealth Management, LLC553$52.0K0.01%00.0%Unchanged
Cromwell Holdings LLC558$52.5K0.03%00.0%Unchanged
CNB Bank566$53.2K0.02%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group578$54.4K0.01%00.0%Unchanged
Cassady Schiller Wealth Management, LLC578$54.4K0.02%+14+2.5%Added
St. Johns Investment Management Company, LLC580$54.5K0.03%00.0%Unchanged
Anchor Investment Management, LLC587$55.2K0.01%00.0%Unchanged
Trust Co588$55.3K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.590$55.5K0.00%+345+140.8%Added
Parkside Financial Bank & Trust590$55.5K0.01%+88+17.5%Added
Tanglewood Legacy Advisors, LLC600$56.4K0.02%00.0%Unchanged
Flagship Wealth Advisors, LLC600$56.4K0.03%+600New
Hollencrest Capital Management612$57.6K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC612$57.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC620$58.0K0.00%+1+0.2%Added
Financial Network Wealth Advisors LLC629$59.2K0.11%−886−58.5%Reduced
Bank of Jackson Hole Trust632$59.4K0.04%+632New
Manchester Capital Management LLC651$61.2K0.01%+8+1.2%Added
Kestra Investment Management, LLC652$61.3K0.00%+652New
GeoWealth Management, LLC678$63.8K0.00%−233−25.6%Reduced
Strengthening Families & Communities, LLC680$64.0K0.04%+6+0.9%Added
Brown Brothers Harriman & Co684$64.3K0.00%−1,283−65.2%Reduced
Robbins Farley LLC684$64.3K0.03%+684New
TruNorth Capital Management, LLC690$64.9K0.02%00.0%Unchanged
Ostrum Asset Management720$67.7K0.01%−31−4.1%Reduced
Mark Sheptoff Financial Planning, LLC740$69.6K0.04%00.0%Unchanged
Central Pacific Bank - Trust Division741$69.7K0.01%00.0%Unchanged
Optiver Holding B.V.746$70.2K0.00%+233+45.4%Added