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 |
|---|---|---|---|---|---|
| Avalon Trust Co | 766 | $72.0K | 0.01% | +66+9.4% | Added |
| Clean Yield Group | 770 | $72.4K | 0.02% | −200−20.6% | Reduced |
| Concord Wealth Partners | 777 | $73.1K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 800 | $75.2K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 809 | $76.1K | 0.01% | −337−29.4% | Reduced |
| Penserra Capital Management LLC | 829 | $77.0K | 0.00% | +802+2,970.4% | Added |
| Strategic Investment Solutions, Inc. | 845 | $79.5K | 0.03% | +5+0.6% | Added |
| Boit C F David | 867 | $81.5K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 842 | $83.5K | 0.04% | +842 | New |
| FSA Wealth Management LLC | 900 | $84.6K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $84.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 916 | $86.0K | 0.01% | +118+14.8% | Added |
| Sandy Spring Bank | 915 | $86.0K | 0.00% | −3−0.3% | Reduced |
| Lindbrook Capital, LLC | 919 | $86.4K | 0.01% | +263+40.1% | Added |
| Caitong International Asset Management Co., Ltd | 928 | $87.3K | 0.09% | +928 | New |
| Trust Co of Vermont | 972 | $91.4K | 0.00% | +275+39.5% | Added |
| Pinnacle Bancorp, Inc. | 982 | $92.3K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,053 | $99.0K | 0.01% | −142−11.9% | Reduced |
| TFC Financial Management | 1,054 | $99.1K | 0.02% | −26−2.4% | Reduced |
| Intelligent Financial Strategies | 1,059 | $99.5K | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,059 | $99.6K | 0.00% | +600+130.7% | Added |
| EverSource Wealth Advisors, LLC | 1,067 | $100.4K | 0.01% | +96+9.9% | Added |
| Mather Group, LLC. | 1,069 | $100.5K | 0.00% | +290+37.2% | Added |
| Catalyst Capital Advisors LLC | 1,088 | $102.3K | 0.00% | +1,088 | New |
| Altshuler Shaham Ltd | 1,115 | $104.9K | 0.00% | +1,115 | New |
| Providence First Trust Co | 1,167 | $109.7K | 0.04% | +1,167 | New |
| Sentry Investment Management LLC | 1,181 | $111.0K | 0.05% | −192−14.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,188 | $111.7K | 0.04% | +20+1.7% | Added |
| Independence Bank of Kentucky | 1,206 | $113.4K | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,211 | $113.8K | 0.00% | +1,211 | New |
| New Age Alpha Advisors, LLC | 1,238 | $116.4K | 0.00% | +1,238 | New |
| TCTC Holdings, LLC | 1,249 | $117.5K | 0.00% | +200+19.1% | Added |
| First Horizon Advisors, Inc. | 1,254 | $117.9K | 0.00% | +290+30.1% | Added |
| Hills Bank & Trust Co | 1,257 | $118.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,262 | $118.6K | 0.01% | +65+5.4% | Added |
| Bayforest Capital Ltd | 1,273 | $119.7K | 0.15% | +1,273 | New |
| CoreCap Advisors, LLC | 1,306 | $122.8K | 0.01% | +201+18.2% | Added |
| Operose Advisors LLC | 1,307 | $122.9K | 0.04% | −765−36.9% | Reduced |
| JNBA Financial Advisors | 1,313 | $123.5K | 0.01% | −52−3.8% | Reduced |
| Y.D. More Investments Ltd | 1,314 | $123.6K | 0.01% | +16+1.2% | Added |
| Financial Perspectives, Inc | 1,338 | $125.8K | 0.04% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 1,358 | $127.7K | 0.05% | +1,358 | New |
| Acadian Asset Management LLC | 1,380 | $129.0K | 0.00% | −30,588−95.7% | Reduced |
| Centaurus Financial, Inc. | 1,422 | $134.0K | 0.01% | −4−0.3% | Reduced |
| State of Wyoming | 1,447 | $136.1K | 0.02% | +52+3.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,448 | $136.2K | 0.02% | +260+21.9% | Added |
| Hexagon Capital Partners LLC | 1,488 | $139.9K | 0.03% | +182+13.9% | Added |
| Skopos Labs, Inc. | 1,559 | $146.6K | 0.04% | +337+27.6% | Added |
| Sugar Maple Asset Management, LLC | 1,570 | $147.6K | 0.11% | +1,570 | New |
| Bray Capital Advisors | 1,592 | $149.7K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,600 | $150.5K | 0.01% | +540+50.9% | Added |
| Washington Trust Co | 1,637 | $153.9K | 0.01% | +931+131.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,646 | $154.8K | 0.09% | +392+31.3% | Added |
| Richardson Financial Services Inc. | 1,673 | $157.6K | 0.11% | −70−4.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,701 | $160.0K | 0.06% | +1,247+274.7% | Added |
| Cape Investment Advisory, Inc. | 1,707 | $160.5K | 0.06% | +22+1.3% | Added |
| Ridgewood Investments LLC | 1,727 | $162.4K | 0.08% | −500−22.5% | Reduced |
| First Command Advisory Services, Inc. | 1,794 | $168.7K | 0.00% | −198−9.9% | Reduced |
| Cary Street Partners Financial LLC | 1,808 | $170.0K | 0.01% | +1,808 | New |
| Virtus ETF Advisers LLC | 1,867 | $175.6K | 0.07% | −194−9.4% | Reduced |
| Addison Advisors LLC | 1,949 | $183.3K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $188.1K | 0.02% | −34−1.7% | Reduced |
| Smartleaf Asset Management LLC | 2,020 | $190.3K | 0.02% | +352+21.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $190.5K | 0.01% | +14+0.7% | Added |
| Quadrant Capital Group LLC | 2,059 | $193.6K | 0.01% | −9−0.4% | Reduced |
| Ci Investments Inc. | 2,109 | $198.0K | 0.00% | +128+6.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $198.5K | 0.03% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 2,128 | $200.1K | 0.13% | +2,128 | New |
| Cottonwood Capital Advisors, LLC | 2,136 | $200.9K | 0.14% | +2,136 | New |
| Tower Wealth Partners, Inc. | 2,139 | $201.2K | 0.11% | +29+1.4% | Added |
| KilterHowling LLC | 1,968 | $201.6K | 0.12% | +1,968 | New |
| Essex Financial Services, Inc. | 2,145 | $201.7K | 0.01% | +2,145 | New |
| CFS Investment Advisory Services, LLC | 2,174 | $204.0K | 0.02% | +2,174 | New |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $204.1K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,170 | $204.1K | 0.13% | +2,170 | New |
| Longboard Asset Management, LP | 2,177 | $204.7K | 0.54% | +2,177 | New |
| Exchange Capital Management, Inc. | 2,182 | $205.2K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,194 | $206.3K | 0.02% | +2,194 | New |
| Main Street Financial Solutions, LLC | 2,198 | $206.7K | 0.02% | −61−2.7% | Reduced |
| Marshall Financial Group LLC | 2,198 | $206.7K | 0.05% | +100+4.8% | Added |
| Capital Management Corp | 2,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,202 | $207.1K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2,208 | $207.6K | 0.40% | +75+3.5% | Added |
| OneAscent Financial Services LLC | 2,220 | $209.0K | 0.02% | +2,220 | New |
| Ariston Services Group | 2,223 | $209.1K | 0.18% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,235 | $210.2K | 0.00% | +2,235 | New |
| Kolinsky Wealth Management, LLC | 2,236 | $210.3K | 0.13% | +81+3.8% | Added |
| Lockerman Financial Group, Inc. | 2,240 | $210.7K | 0.36% | −8−0.4% | Reduced |
| Essex Savings Bank | 2,249 | $211.5K | 0.05% | +2,249 | New |
| Independent Wealth Network Inc. | 2,252 | $211.8K | 0.09% | +3+0.1% | Added |
| LCNB Corp | 2,271 | $213.6K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,272 | $213.6K | 0.02% | +2,272 | New |
| Fidelity D & D Bancorp Inc | 2,282 | $214.6K | 0.14% | −50−2.1% | Reduced |
| CFM Wealth Partners LLC | 2,290 | $215.4K | 0.04% | −36−1.5% | Reduced |
| Keystone Financial Group, Inc. | 2,294 | $215.7K | 0.17% | +2,294 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $216.0K | 0.08% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,297 | $216.0K | 0.06% | +85+3.8% | Added |
| Baader Bank INC | 2,298 | $216.1K | 0.02% | +2,298 | New |
| Gateway Wealth Partners, LLC | 2,298 | $216.1K | 0.06% | +10.0% | Added |
| First Interstate Bank | 2,300 | $216.3K | 0.01% | −225−8.9% | Reduced |