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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 4,293 | $403.7K | 0.21% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,356 | $409.6K | 0.07% | +4,356 | New |
| Alpha Cubed Investments, LLC | 4,389 | $412.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,395 | $413.3K | 0.04% | −313−6.6% | Reduced |
| Reuter James Wealth Management, LLC | 4,415 | $415.2K | 0.08% | −49−1.1% | Reduced |
| West Paces Advisors Inc. | 4,418 | $415.5K | 0.10% | +160+3.8% | Added |
| Prossimo Advisors, LLC | 4,426 | $416.0K | 0.30% | +43+1.0% | Added |
| Allianz Asset Management GmbH | 4,446 | $418.1K | 0.00% | +2,200+98.0% | Added |
| McDonough Capital Management, Inc | 4,475 | $420.8K | 0.26% | −12−0.3% | Reduced |
| LS Investment Advisors, LLC | 4,482 | $421.5K | 0.06% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 4,383 | $421.6K | 0.25% | +4,383 | New |
| Moody Lynn & Lieberson, LLC | 4,531 | $426.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,531 | $426.1K | 0.02% | +42+0.9% | Added |
| Qsemble Capital Management, LP | 4,559 | $428.7K | 0.06% | +4,559 | New |
| Bullock Wealth Management Group | 4,598 | $432.4K | 0.25% | −20.0% | Reduced |
| Continuum Advisory, LLC | 4,614 | $433.9K | 0.06% | +265+6.1% | Added |
| Old Second National Bank of Aurora | 4,615 | $434.0K | 0.10% | −459−9.0% | Reduced |
| Summit Trail Advisors, LLC | 4,646 | $436.9K | 0.02% | +1,469+46.2% | Added |
| Ambassador Advisors, LLC | 4,658 | $438.0K | 0.07% | +321+7.4% | Added |
| MUFG Securities Americas Inc. | 4,671 | $439.3K | 0.06% | +4,671 | New |
| Advisors Capital Management, LLC | 4,675 | $439.6K | 0.01% | +127+2.8% | Added |
| Buckingham Strategic Partners | 4,680 | $440.2K | 0.01% | +1,430+44.0% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,588 | $441.3K | 0.15% | −46−1.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $441.6K | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,700 | $442.0K | 0.11% | +4,700 | New |
| Stephens Inc | 4,710 | $442.9K | 0.01% | −196−4.0% | Reduced |
| Krane Funds Advisors LLC | 4,728 | $444.6K | 0.02% | −644−12.0% | Reduced |
| Haverford Trust Co | 4,742 | $445.9K | 0.00% | −99−2.0% | Reduced |
| Wealth Architects, LLC | 4,748 | $446.5K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,749 | $446.6K | 0.04% | +10.0% | Added |
| Mill Capital Management, LLC | 4,824 | $453.6K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,873 | $454.1K | 0.06% | +3+0.1% | Added |
| Warren Averett Asset Management, LLC | 4,831 | $454.3K | 0.01% | +582+13.7% | Added |
| Wetherby Asset Management Inc | 4,881 | $459.0K | 0.02% | −532−9.8% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $460.8K | 0.38% | 00.0% | Unchanged |
| Hudock, Inc. | 4,910 | $461.8K | 0.08% | +3+0.1% | Added |
| National Asset Management, Inc. | 4,922 | $462.9K | 0.02% | −11−0.2% | Reduced |
| Advisors Management Group Inc | 4,927 | $463.0K | 0.11% | −1,565−24.1% | Reduced |
| Quest Partners LLC | 4,932 | $463.8K | 0.06% | +4,927+98,540.0% | Added |
| Zhang Financial LLC | 4,961 | $466.5K | 0.03% | −2,511−33.6% | Reduced |
| Oarsman Capital, Inc. | 4,972 | $467.6K | 0.08% | −10−0.2% | Reduced |
| Atomi Financial Group, Inc. | 4,977 | $468.1K | 0.02% | +2,013+67.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $473.3K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,040 | $474.0K | 0.00% | +612+13.8% | Added |
| GTS Securities LLC | 5,056 | $475.5K | 0.02% | +5,056 | New |
| Sym Financial Corp | 5,059 | $475.7K | 0.06% | −32−0.6% | Reduced |
| Brass Tax Wealth Management, Inc | 5,072 | $477.0K | 0.10% | +40+0.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $477.8K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,124 | $482.0K | 0.00% | −452−8.1% | Reduced |
| Parallel Advisors, LLC | 5,210 | $489.9K | 0.01% | +479+10.1% | Added |
| Boston Family Office LLC | 5,213 | $490.0K | 0.03% | 00.0% | Unchanged |
| Aviva PLC | 5,213 | $490.2K | 0.00% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 5,239 | $492.6K | 0.26% | +51+1.0% | Added |
| Tudor Investment Corp Et Al | 5,292 | $497.7K | 0.01% | −1,416−21.1% | Reduced |
| Focus Financial Network, Inc. | 5,320 | $500.3K | 0.02% | +1,274+31.5% | Added |
| Financial Advisory Partners, LLC | 5,344 | $502.6K | 0.17% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,344 | $502.6K | 0.03% | +308+6.1% | Added |
| Oxford Asset Management LLP | 5,374 | $505.4K | 0.22% | +5,374 | New |
| WoodTrust Financial Corp | 5,389 | $507.0K | 0.07% | +1,714+46.6% | Added |
| AlphaStar Capital Management, LLC | 5,395 | $507.4K | 0.05% | +2,639+95.8% | Added |
| Thrive Wealth Management, LLC | 5,408 | $508.5K | 0.09% | −144−2.6% | Reduced |
| Signaturefd, LLC | 5,425 | $510.2K | 0.01% | +165+3.1% | Added |
| Hutner Capital Management Inc | 5,427 | $510.4K | 0.25% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 5,429 | $510.5K | 0.16% | +5,429 | New |
| Diversified Trust Co | 5,443 | $511.9K | 0.01% | +378+7.5% | Added |
| HBK Sorce Advisory LLC | 5,455 | $513.0K | 0.02% | +779+16.7% | Added |
| Financial Advocates Investment Management | 5,465 | $513.9K | 0.03% | −306−5.3% | Reduced |
| Paradigm Financial Partners, LLC | 5,492 | $516.5K | 0.07% | −131−2.3% | Reduced |
| Moors & Cabot, Inc. | 5,503 | $517.5K | 0.02% | +172+3.2% | Added |
| Prime Capital Investment Advisors, LLC | 5,516 | $518.7K | 0.01% | −20.0% | Reduced |
| SageView Advisory Group, LLC | 5,524 | $519.5K | 0.02% | +134+2.5% | Added |
| MAI Capital Management | 5,553 | $522.2K | 0.00% | −2,171−28.1% | Reduced |
| Chicago Trust Co NA | 5,559 | $522.8K | 0.09% | +56+1.0% | Added |
| Verdence Capital Advisors LLC | 5,559 | $522.8K | 0.04% | +26+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 5,594 | $526.1K | 0.00% | +1,329+31.2% | Added |
| Chesley Taft & Associates LLC | 5,602 | $526.8K | 0.02% | +322+6.1% | Added |
| Chicago Capital, LLC | 5,638 | $530.2K | 0.01% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,643 | $530.7K | 0.02% | −10.0% | Reduced |
| Spinnaker Trust | 5,648 | $531.1K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,714 | $537.5K | 0.17% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,722 | $538.2K | 0.00% | +517+9.9% | Added |
| LVZ Advisors, Inc. | 5,728 | $538.7K | 0.07% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,728 | $538.7K | 0.01% | +231+4.2% | Added |
| Paloma Partners Management Co | 5,782 | $543.7K | 0.04% | +5,782 | New |
| Aurora Investment Counsel | 5,816 | $546.9K | 0.30% | −60−1.0% | Reduced |
| Forum Financial Management, LP | 5,816 | $546.9K | 0.01% | +1,206+26.2% | Added |
| Alaska Permanent Fund Corp | 5,825 | $547.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,857 | $550.8K | 0.01% | −134−2.2% | Reduced |
| Resources Management Corp | 5,869 | $552.0K | 0.08% | −40−0.7% | Reduced |
| Horizon Investments, LLC | 5,881 | $553.0K | 0.02% | +109+1.9% | Added |
| IAG Wealth Partners, LLC | 5,893 | $554.2K | 0.10% | +1,004+20.5% | Added |
| TBH Global Asset Management, LLC | 6,446 | $556.2K | 0.13% | +32+0.5% | Added |
| Private Trust Co NA | 5,952 | $559.7K | 0.06% | +563+10.4% | Added |
| Central Trust Co | 5,994 | $563.7K | 0.01% | −242−3.9% | Reduced |
| City State Bank | 5,996 | $563.9K | 0.20% | −257−4.1% | Reduced |
| Gradient Investments LLC | 6,021 | $566.2K | 0.01% | −17−0.3% | Reduced |
| Bradley Foster & Sargent Inc | 6,047 | $568.7K | 0.01% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 6,102 | $573.8K | 0.32% | +6,102 | New |
| Csenge Advisory Group | 6,124 | $575.9K | 0.03% | +100+1.7% | Added |
| EP Wealth Advisors, LLC | 6,185 | $581.6K | 0.00% | +125+2.1% | Added |