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 |
|---|---|---|---|---|---|
| RDA Financial Network | 2,304 | $216.7K | 0.06% | +22+1.0% | Added |
| Massmutual Trust Co FSB | 2,305 | $216.8K | 0.01% | +57+2.5% | Added |
| Stanley-Laman Group, Ltd. | 2,316 | $217.8K | 0.03% | −44−1.9% | Reduced |
| Blueshift Asset Management, LLC | 2,323 | $218.5K | 0.08% | +2,323 | New |
| Kingswood Wealth Advisors, LLC | 2,349 | $221.0K | 0.02% | −5,768−71.1% | Reduced |
| Monetary Management Group Inc | 2,350 | $221.0K | 0.06% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,373 | $223.1K | 0.01% | −82−3.3% | Reduced |
| Hilltop Partners LLC | 2,377 | $223.5K | 0.08% | 00.0% | Unchanged |
| Planning Center, Inc. | 2,382 | $224.0K | 0.03% | −29−1.2% | Reduced |
| Ieq Capital, LLC | 2,426 | $228.2K | 0.00% | −8,231−77.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,436 | $229.1K | 0.06% | −2,557−51.2% | Reduced |
| Midwest Professional Planners, LTD. | 2,457 | $231.1K | 0.07% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,460 | $231.4K | 0.13% | +205+9.1% | Added |
| Integris Wealth Management, LLC | 2,477 | $232.9K | 0.07% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,310 | $233.0K | 0.07% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,482 | $233.4K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,486 | $233.8K | 0.05% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,487 | $233.9K | 0.03% | −100−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 2,501 | $235.2K | 0.02% | +2,501 | New |
| Astoria Portfolio Advisors LLC. | 2,497 | $236.2K | 0.08% | +355+16.6% | Added |
| Ipswich Investment Management Co., Inc. | 2,512 | $236.2K | 0.06% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,529 | $237.8K | 0.13% | +2,529 | New |
| Liberty Wealth Management LLC | 2,540 | $238.9K | 0.04% | −328−11.4% | Reduced |
| Norris Perne & French LLP | 2,542 | $239.1K | 0.02% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,561 | $240.8K | 0.07% | +2,561 | New |
| Pinnacle West Asset Management, Inc. | 2,565 | $241.0K | 0.17% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,568 | $241.5K | 0.22% | −112−4.2% | Reduced |
| Boston Financial Mangement LLC | 2,572 | $241.9K | 0.01% | −135−5.0% | Reduced |
| Turning Point Benefit Group, Inc. | 2,595 | $243.6K | 0.23% | +2,595 | New |
| Legacy Financial Strategies, LLC | 2,602 | $244.6K | 0.05% | +17+0.7% | Added |
| Wrapmanager Inc | 2,602 | $244.7K | 0.06% | −448−14.7% | Reduced |
| Clayton Financial Group LLC | 2,616 | $246.0K | 0.09% | +175+7.2% | Added |
| Providence Wealth Advisors, LLC | 2,665 | $246.5K | 0.19% | +8+0.3% | Added |
| Fiduciary Financial Group, LLC | 2,640 | $246.6K | 0.05% | −44−1.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $247.1K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,468 | $247.9K | 0.02% | +83+3.5% | Added |
| Patrick M Sweeney & Associates, Inc | 2,637 | $248.0K | 0.19% | +285+12.1% | Added |
| Cobblestone Capital Advisors LLC | 2,640 | $248.3K | 0.01% | +3+0.1% | Added |
| Umb Bank N A | 2,641 | $248.4K | 0.00% | +169+6.8% | Added |
| CAPROCK Group, Inc. | 2,644 | $248.7K | 0.01% | +2,644 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,647 | $248.9K | 0.06% | −187−6.6% | Reduced |
| Ironwood Investment Counsel, LLC | 2,654 | $249.6K | 0.04% | −31−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 2,658 | $250.0K | 0.01% | +140+5.6% | Added |
| Adviser Investments LLC | 2,666 | $250.8K | 0.00% | −242−8.3% | Reduced |
| Capital Investment Services of America, Inc. | 2,686 | $252.6K | 0.02% | −100−3.6% | Reduced |
| Argent Trust Co | 2,688 | $252.8K | 0.01% | −100−3.6% | Reduced |
| TSFG, LLC | 2,699 | $254.0K | 0.05% | +119+4.6% | Added |
| Live Oak Private Wealth LLC | 2,708 | $254.7K | 0.04% | +16+0.6% | Added |
| Capital Asset Advisory Services LLC | 2,728 | $255.9K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,725 | $256.3K | 0.00% | +622+29.6% | Added |
| GWN Securities Inc. | 2,615 | $256.3K | 0.07% | +2,615 | New |
| Beacon Investment Advisors LLC | 2,726 | $256.4K | 0.12% | +6+0.2% | Added |
| Aaron Wealth Advisors | 2,731 | $256.8K | 0.03% | +2,731 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,733 | $257.0K | 0.19% | +7+0.3% | Added |
| Kovack Advisors, Inc. | 2,742 | $257.9K | 0.03% | +23+0.8% | Added |
| Commerzbank Aktiengesellschaft | 2,729 | $258.0K | 0.01% | +2,729 | New |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $258.1K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,747 | $258.3K | 0.01% | +218+8.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,752 | $258.8K | 0.10% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,753 | $258.9K | 0.03% | −207−7.0% | Reduced |
| Checchi Capital Advisers, LLC | 2,756 | $259.2K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 2,759 | $259.5K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,770 | $260.5K | 0.02% | 00.0% | Unchanged |
| B&L Asset Management LLC | 2,777 | $261.1K | 0.17% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,785 | $261.9K | 0.10% | −15−0.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,790 | $262.4K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,790 | $262.4K | 0.01% | +106+3.9% | Added |
| WFA Asset Management Corp | 2,800 | $263.3K | 0.14% | −289−9.4% | Reduced |
| International Private Wealth Advisors LLC | 2,817 | $264.9K | 0.26% | +86+3.1% | Added |
| Brady Family Wealth, LLC | 2,821 | $265.3K | 0.08% | +6+0.2% | Added |
| Weaver Capital Management LLC | 2,824 | $265.6K | 0.07% | −785−21.8% | Reduced |
| DSG Capital Advisors, LLC | 2,827 | $265.9K | 0.05% | +2,827 | New |
| Longfellow Investment Management Co LLC | 2,840 | $267.1K | 0.07% | −182−6.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,866 | $269.5K | 0.02% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,868 | $269.7K | 0.09% | −709−19.8% | Reduced |
| HTLF Bank | 2,875 | $270.4K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 2,877 | $270.5K | 0.00% | −45−1.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,879 | $270.8K | 0.06% | +2,879 | New |
| Lodestone Wealth Management LLC | 2,888 | $271.6K | 0.14% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,908 | $273.5K | 0.25% | +2,908 | New |
| JGP Wealth Management, LLC | 2,917 | $274.3K | 0.04% | −368−11.2% | Reduced |
| Isthmus Partners, LLC | 2,929 | $275.4K | 0.03% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $276.3K | 0.05% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 2,951 | $277.5K | 0.29% | −92−3.0% | Reduced |
| Teacher Retirement System of Texas | 2,959 | $278.0K | 0.00% | +844+39.9% | Added |
| Glenview Trust Co | 2,978 | $280.1K | 0.01% | −142−4.6% | Reduced |
| Bank of Stockton | 2,982 | $280.4K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,984 | $280.7K | 0.19% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,985 | $280.7K | 0.03% | +2,985 | New |
| Bremer Bank National Association | 2,993 | $281.5K | 0.06% | −15−0.5% | Reduced |
| Sonora Investment Management Group, LLC | 3,002 | $282.3K | 0.02% | +53+1.8% | Added |
| Ossiam | 3,010 | $283.1K | 0.00% | +3,010 | New |
| D L Carlson Investment Group Inc | 3,016 | $283.6K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 3,019 | $283.9K | 0.05% | +98+3.4% | Added |
| New Century Financial Group, LLC | 3,030 | $284.2K | 0.12% | −449−12.9% | Reduced |
| True Vision MN LLC | 3,025 | $284.4K | 0.17% | +26+0.9% | Added |
| Sagespring Wealth Partners, LLC | 3,029 | $284.8K | 0.01% | +3,029 | New |
| Western Wealth Management, LLC | 3,030 | $284.9K | 0.02% | +285+10.4% | Added |
| International Assets Investment Management, LLC | 3,049 | $286.5K | 0.02% | −300,466−99.0% | Reduced |
| CRA Financial Services, LLC | 3,051 | $286.9K | 0.05% | +10.0% | Added |