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 |
|---|---|---|---|---|---|
| Crews Bank & Trust | 3,070 | $288.7K | 0.05% | +3,070 | New |
| Bingham Private Wealth, LLC | 3,075 | $289.2K | 0.31% | +3,075 | New |
| Old North State Wealth Management, LLC | 3,073 | $289.4K | 0.16% | +356+13.1% | Added |
| Prudential PLC | 3,091 | $290.7K | 0.00% | −2,317−42.8% | Reduced |
| Gryphon Financial Partners LLC | 3,106 | $292.1K | 0.04% | +24+0.8% | Added |
| Cypress Wealth Services, LLC | 3,113 | $292.7K | 0.06% | +25+0.8% | Added |
| SRS Capital Advisors, Inc. | 3,148 | $296.0K | 0.02% | +2,587+461.1% | Added |
| Keystone Financial Group | 3,171 | $298.2K | 0.03% | +10.0% | Added |
| Jacobi Capital Management LLC | 3,182 | $299.2K | 0.02% | +334+11.7% | Added |
| Advisor OS, LLC | 3,222 | $303.0K | 0.04% | +110+3.5% | Added |
| Pitcairn Co | 3,229 | $303.7K | 0.02% | −53−1.6% | Reduced |
| Cigna Investments Inc | 3,230 | $304.0K | 0.05% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,237 | $304.4K | 0.05% | +386+13.5% | Added |
| Perigon Wealth Management, LLC | 3,108 | $305.8K | 0.01% | +161+5.5% | Added |
| Sterling Investment Advisors LLC | 3,262 | $306.8K | 0.18% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,265 | $307.0K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 3,288 | $309.2K | 0.02% | +57+1.8% | Added |
| CWS Financial Advisors, LLC | 3,293 | $309.6K | 0.10% | +1,212+58.2% | Added |
| Gladstone Institutional Advisory LLC | 3,317 | $311.9K | 0.01% | −4−0.1% | Reduced |
| Summit Asset Management, LLC | 3,335 | $313.6K | 0.06% | 00.0% | Unchanged |
| Monument Capital Management | 3,337 | $313.8K | 0.09% | +3+0.1% | Added |
| Moment Partners, LLC | 3,338 | $313.9K | 0.06% | +3,338 | New |
| Change Path, LLC | 3,352 | $315.3K | 0.01% | +3,352 | New |
| WSFS Capital Management, LLC | 3,377 | $317.6K | 0.02% | −32−0.9% | Reduced |
| Second Line Capital, LLC | 3,396 | $319.4K | 0.09% | +1,203+54.9% | Added |
| Wealthquest Corp | 3,417 | $321.3K | 0.03% | +17+0.5% | Added |
| Evexia Wealth LLC | 3,158 | $321.5K | 0.11% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 3,448 | $324.3K | 0.35% | +3,448 | New |
| F/M Investments LLC | 3,461 | $325.5K | 0.01% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 3,468 | $326.1K | 0.03% | +490+16.5% | Added |
| Chicago Partners Investment Group LLC | 3,447 | $326.6K | 0.01% | −461−11.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,478 | $327.0K | 0.02% | +411+13.4% | Added |
| Robertson Stephens Wealth Management, LLC | 3,519 | $330.9K | 0.01% | −41−1.2% | Reduced |
| Flow Traders U.S. LLC | 3,527 | $332.0K | 0.01% | +3,527 | New |
| First Foundation Advisors | 3,541 | $333.0K | 0.01% | −41−1.1% | Reduced |
| Los Angeles Capital Management LLC | 3,545 | $333.4K | 0.00% | −1,055−22.9% | Reduced |
| Nilsine Partners, LLC | 3,555 | $334.3K | 0.04% | −500−12.3% | Reduced |
| Walleye Capital LLC | 3,574 | $336.1K | 0.00% | −5,202−59.3% | Reduced |
| Capital Advisors Inc | 3,628 | $341.2K | 0.01% | −34−0.9% | Reduced |
| Blue Chip Partners, Inc. | 3,639 | $342.2K | 0.03% | +286+8.5% | Added |
| Transcend Wealth Collective, LLC | 3,641 | $342.4K | 0.02% | +46+1.3% | Added |
| Eqis Capital Management, Inc. | 3,644 | $342.7K | 0.03% | −432−10.6% | Reduced |
| Diversify Advisory Services, LLC | 3,680 | $343.7K | 0.02% | −323−8.1% | Reduced |
| Hanson & Doremus Investment Management | 3,659 | $344.0K | 0.05% | −51−1.4% | Reduced |
| Aegis Wealth Management LLC | 3,671 | $345.2K | 0.23% | +3,671 | New |
| Certior Financial Group, LLC | 3,682 | $346.3K | 0.31% | +3,682 | New |
| United Capital Financial Advisers, LLC | 3,687 | $346.7K | 0.00% | −604−14.1% | Reduced |
| Insight Wealth Strategies, LLC | 3,695 | $347.5K | 0.05% | −610−14.2% | Reduced |
| Alps Advisors Inc | 3,700 | $347.9K | 0.00% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 3,722 | $350.0K | 0.02% | +3,722 | New |
| Cary Street Partner Investment Advisory LLC | 3,743 | $352.0K | 0.23% | −1,744−31.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,744 | $352.0K | 0.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,745 | $352.2K | 0.03% | −63−1.7% | Reduced |
| Strategy Asset Managers LLC | 3,746 | $352.3K | 0.07% | +54+1.5% | Added |
| Fortis Group Advisors, LLC | 3,805 | $357.8K | 0.07% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $358.9K | 0.11% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,835 | $360.6K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 3,853 | $362.3K | 0.03% | +1,001+35.1% | Added |
| ZWJ Investment Counsel Inc | 3,862 | $363.2K | 0.02% | +174+4.7% | Added |
| Greenfield Savings Bank | 3,867 | $363.7K | 0.17% | −501−11.5% | Reduced |
| Golden State Equity Partners | 3,890 | $365.8K | 0.07% | −644−14.2% | Reduced |
| Appleton Partners Inc | 3,887 | $366.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,898 | $367.0K | 0.02% | 00.0% | Unchanged |
| Weiss Asset Management LP | 3,912 | $367.9K | 0.01% | +3,912 | New |
| V-Square Quantitative Management LLC | 3,913 | $368.0K | 0.05% | −335−7.9% | Reduced |
| Park National Corp | 3,927 | $369.3K | 0.01% | −37−0.9% | Reduced |
| Callan Family Office, LLC | 3,927 | $369.3K | 0.02% | +3,927 | New |
| Schaper Benz & Wise Investment Counsel Inc | 3,931 | $369.7K | 0.03% | −200−4.8% | Reduced |
| Bruce & Co., Inc. | 3,945 | $371.0K | 0.12% | −564−12.5% | Reduced |
| Tyler-Stone Wealth Management | 3,990 | $375.2K | 0.07% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,996 | $375.8K | 0.01% | +12+0.3% | Added |
| Centennial Wealth Advisory LLC | 3,997 | $375.9K | 0.15% | +326+8.9% | Added |
| Quantitative Investment Management, LLC | 4,004 | $376.0K | 0.03% | +4,004 | New |
| Carret Asset Management, LLC | 4,000 | $376.2K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,001 | $376.2K | 0.08% | −533−11.8% | Reduced |
| Coldstream Capital Management Inc | 4,006 | $376.7K | 0.01% | +317+8.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,012 | $377.3K | 0.01% | −121−2.9% | Reduced |
| Frank, Rimerman Advisors LLC | 4,023 | $378.3K | 0.03% | +919+29.6% | Added |
| Phillips Wealth Planners LLC | 4,064 | $379.6K | 0.38% | +20.0% | Added |
| Everence Capital Management Inc | 4,050 | $381.0K | 0.02% | −3,900−49.1% | Reduced |
| Daymark Wealth Partners, LLC | 4,057 | $381.5K | 0.02% | −365−8.3% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $381.8K | 0.05% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,063 | $382.1K | 0.01% | +542+15.4% | Added |
| Old Mission Investment Co LLC | 4,069 | $382.6K | 0.11% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 4,080 | $383.7K | 0.23% | 00.0% | Unchanged |
| Plancorp, LLC | 4,082 | $383.9K | 0.02% | +34+0.8% | Added |
| Alhambra Investment Partners LLC | 4,085 | $384.2K | 0.20% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,097 | $385.2K | 0.03% | +1,530+59.6% | Added |
| Moneta Group Investment Advisors LLC | 4,127 | $388.1K | 0.01% | +827+25.1% | Added |
| West Family Investments, Inc. | 4,153 | $390.5K | 0.14% | +898+27.6% | Added |
| Van Hulzen Asset Management, LLC | 4,169 | $392.1K | 0.03% | −4−0.1% | Reduced |
| Courier Capital LLC | 4,181 | $393.2K | 0.03% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 4,185 | $393.6K | 0.08% | +4,185 | New |
| Blue Barn Wealth, LLC | 4,204 | $395.3K | 0.21% | +30+0.7% | Added |
| Engineers Gate Manager LP | 4,221 | $396.9K | 0.01% | +4,221 | New |
| Kiker Wealth Management, LLC | 4,227 | $397.5K | 0.32% | +4,227 | New |
| Crewe Advisors LLC | 4,235 | $398.3K | 0.05% | +556+15.1% | Added |
| Arete Wealth Advisors, LLC | 4,261 | $399.0K | 0.03% | +682+19.1% | Added |
| Atom Investors LP | 4,243 | $399.0K | 0.05% | +4,243 | New |
| Tarbox Family Office, Inc. | 4,266 | $401.2K | 0.07% | 00.0% | Unchanged |