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 |
|---|---|---|---|---|---|
| PAX Financial Group, LLC | 6,195 | $582.6K | 0.10% | +281+4.8% | Added |
| Axxcess Wealth Management, LLC | 6,235 | $586.4K | 0.01% | +1,248+25.0% | Added |
| Capstone Investment Advisors, LLC | 6,243 | $587.1K | 0.01% | +1,108+21.6% | Added |
| Ransom Advisory, Ltd | 6,250 | $587.8K | 0.27% | 00.0% | Unchanged |
| Abc Arbitrage SA | 6,252 | $587.9K | 0.08% | +6,252 | New |
| Modern Wealth Management, LLC | 6,307 | $593.2K | 0.02% | +2,503+65.8% | Added |
| Bridges Investment Management Inc | 6,325 | $594.8K | 0.01% | −29−0.5% | Reduced |
| Axq Capital, LP | 6,329 | $595.2K | 0.27% | +6,329 | New |
| Avantax Planning Partners, Inc. | 6,365 | $598.6K | 0.02% | −2,816−30.7% | Reduced |
| Ti-Trust, Inc | 6,430 | $604.7K | 0.41% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,459 | $607.4K | 0.01% | +1,306+25.3% | Added |
| Vise Technologies, Inc. | 6,504 | $611.6K | 0.05% | +3,346+106.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,512 | $612.4K | 0.01% | −3,343−33.9% | Reduced |
| Peapack Gladstone Financial Corp | 6,523 | $614.0K | 0.01% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,549 | $615.9K | 0.18% | −221−3.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,564 | $617.3K | 0.02% | −127−1.9% | Reduced |
| SPC Financial, Inc. | 6,579 | $618.7K | 0.05% | 00.0% | Unchanged |
| Blossom Wealth Management | 6,644 | $624.8K | 1.20% | +181+2.8% | Added |
| Raleigh Capital Management Inc. | 6,647 | $625.1K | 0.24% | +260+4.1% | Added |
| Farther Finance Advisors, LLC | 6,668 | $627.0K | 0.02% | −9−0.1% | Reduced |
| My Legacy Advisors, LLC | 6,568 | $627.7K | 0.24% | +233+3.7% | Added |
| Buckley Wealth Management, LLC | 6,690 | $629.1K | 0.19% | +187+2.9% | Added |
| Stablepoint Partners, LLC | 6,763 | $636.0K | 0.12% | +1,748+34.9% | Added |
| Dakota Wealth Management | 6,767 | $636.4K | 0.01% | −20.0% | Reduced |
| Kesler, Norman & Wride, LLC | 6,921 | $650.8K | 0.14% | −596−7.9% | Reduced |
| Integrated Advisors Network LLC | 6,947 | $653.3K | 0.03% | +81+1.2% | Added |
| MSH Capital Advisors LLC | 6,992 | $657.5K | 0.21% | +795+12.8% | Added |
| Trust Co of Toledo NA | 7,014 | $659.6K | 0.09% | −25−0.4% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $660.4K | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,041 | $662.1K | 0.01% | −46,159−86.8% | Reduced |
| Meeder Advisory Services, Inc. | 7,044 | $662.5K | 0.04% | −275−3.8% | Reduced |
| Elevated Capital Advisors, LLC | 7,080 | $665.8K | 0.18% | −124−1.7% | Reduced |
| Teza Capital Management LLC | 7,151 | $672.5K | 0.10% | +7,151 | New |
| Sheaff Brock Investment Advisors, LLC | 7,194 | $676.5K | 0.06% | +14+0.2% | Added |
| Voya Financial Advisors, Inc. | 7,239 | $682.0K | 0.07% | +165+2.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,290 | $685.5K | 0.09% | +519+7.7% | Added |
| Investment House LLC | 7,300 | $686.5K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 7,323 | $688.7K | 0.06% | +98+1.4% | Added |
| Triangle Securities Wealth Management | 7,363 | $692.4K | 0.18% | −209−2.8% | Reduced |
| Sierra Summit Advisors LLC | 7,402 | $696.1K | 0.14% | +1,828+32.8% | Added |
| HB Wealth Management, LLC | 7,512 | $706.5K | 0.01% | +3,423+83.7% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $710.4K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7,564 | $711.3K | 0.18% | +24+0.3% | Added |
| Beaton Management Co. Inc. | 7,584 | $713.0K | 0.37% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,662 | $720.5K | 0.01% | +2,326+43.6% | Added |
| Venturi Wealth Management, LLC | 7,675 | $721.7K | 0.04% | +773+11.2% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $727.1K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 7,888 | $741.8K | 0.06% | +200+2.6% | Added |
| North Star Investment Management Corp. | 7,890 | $742.0K | 0.05% | −55−0.7% | Reduced |
| Paragon Private Wealth Management, LLC | 7,905 | $743.4K | 0.34% | +470+6.3% | Added |
| NewEdge Wealth, LLC | 7,939 | $746.6K | 0.01% | +660+9.1% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $746.8K | 0.02% | 00.0% | Unchanged |
| Norden Group LLC | 7,996 | $751.9K | 0.09% | +463+6.1% | Added |
| Snowden Capital Advisors LLC | 8,075 | $759.4K | 0.02% | −218−2.6% | Reduced |
| PFG Investments, LLC | 8,076 | $759.5K | 0.05% | −1,105−12.0% | Reduced |
| FineMark National Bank & Trust | 8,079 | $759.7K | 0.03% | −559−6.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $762.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 8,145 | $766.0K | 0.01% | +342+4.4% | Added |
| Tokio Marine Asset Management Co Ltd | 8,145 | $766.0K | 0.03% | +466+6.1% | Added |
| Claro Advisors LLC | 8,149 | $766.3K | 0.10% | −1,461−15.2% | Reduced |
| Jane Street Group, LLC | 8,158 | $767.2K | 0.00% | −113,957−93.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,170 | $768.3K | 0.02% | −62−0.8% | Reduced |
| Eastern Bank | 8,173 | $768.6K | 0.01% | −61−0.7% | Reduced |
| Searle & Co. | 8,200 | $771.1K | 0.22% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,212 | $772.2K | 0.02% | −29−0.4% | Reduced |
| Vantage Financial Partners, LLC | 8,345 | $784.8K | 0.20% | +40+0.5% | Added |
| Prospera Financial Services Inc | 8,380 | $788.2K | 0.02% | −275−3.2% | Reduced |
| Citizens Financial Group Inc | 8,384 | $788.4K | 0.02% | +2,298+37.8% | Added |
| Montag A & Associates Inc | 8,414 | $791.3K | 0.04% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,449 | $794.5K | 0.13% | +199+2.4% | Added |
| Wright Investors Service Inc | 8,511 | $800.4K | 0.26% | +56+0.7% | Added |
| Wesbanco Bank Inc | 8,579 | $806.8K | 0.03% | +601+7.5% | Added |
| Resources Investment Advisors, LLC. | 8,590 | $807.8K | 0.01% | −90−1.0% | Reduced |
| WNY Asset Management, LLC | 8,627 | $811.3K | 0.10% | +40.0% | Added |
| McDonald Partners LLC | 8,657 | $814.2K | 0.21% | +475+5.8% | Added |
| RSM US Wealth Management LLC | 8,656 | $815.2K | 0.01% | −158−1.8% | Reduced |
| Chelsea Counsel Co | 8,672 | $815.5K | 0.42% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,974 | $843.9K | 0.02% | +212+2.4% | Added |
| Apollon Wealth Management, LLC | 9,066 | $852.6K | 0.02% | +175+2.0% | Added |
| Drake & Associates, LLC | 8,456 | $860.8K | 0.24% | +2,240+36.0% | Added |
| Shell Asset Management Co | 9,182 | $863.0K | 0.04% | −902−8.9% | Reduced |
| Valmark Advisers, Inc. | 9,215 | $866.6K | 0.01% | +485+5.6% | Added |
| Hendershot Investments Inc. | 9,218 | $866.9K | 0.12% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 9,240 | $868.9K | 0.98% | +9,240 | New |
| Bank & Trust Co | 9,350 | $879.3K | 0.74% | −183−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 9,363 | $880.5K | 0.01% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,380 | $882.1K | 0.97% | −186−1.9% | Reduced |
| Farringdon Capital, Ltd. | 9,400 | $884.0K | 0.37% | +9,400 | New |
| Proequities, Inc. | 9,098 | $887.8K | 0.05% | +1,163+14.7% | Added |
| Tyche Wealth Partners LLC | 9,517 | $895.0K | 0.19% | +9,517 | New |
| Wealthspire Advisors, LLC | 9,527 | $895.9K | 0.01% | +327+3.6% | Added |
| American State Bank (Iowa) | 9,584 | $901.3K | 0.54% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,602 | $903.0K | 0.03% | −337−3.4% | Reduced |
| Allstate Corp | 9,614 | $904.1K | 0.03% | +9,614 | New |
| Romano Brothers and Company | 9,635 | $906.1K | 0.11% | +28+0.3% | Added |
| Nebula Research & Development LLC | 9,660 | $908.4K | 0.11% | +9,660 | New |
| Fullcircle Wealth LLC | 8,863 | $919.8K | 0.38% | −358−3.9% | Reduced |
| Johnson Investment Counsel Inc | 9,798 | $921.4K | 0.01% | +464+5.0% | Added |
| Summit Financial, LLC | 9,911 | $932.0K | 0.03% | +3,827+62.9% | Added |
| Brown Capital Management LLC | 9,926 | $933.4K | 0.02% | −800−7.5% | Reduced |