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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 9,952 | $935.9K | 0.01% | +1,509+17.9% | Added |
| Congress Wealth Management LLC | 9,978 | $938.3K | 0.01% | +9,978 | New |
| Security National Bank | 10,012 | $941.5K | 0.13% | +268+2.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,045 | $944.6K | 0.02% | +28+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 10,070 | $947.0K | 0.05% | +7,187+249.3% | Added |
| HM Payson & Co | 10,413 | $979.2K | 0.02% | −36−0.3% | Reduced |
| Nomura Holdings Inc | 10,426 | $980.5K | 0.01% | +10,426 | New |
| Qtron Investments LLC | 10,459 | $983.6K | 0.14% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,660 | $1.00M | 0.07% | +10,660 | New |
| Empirical Finance, LLC | 10,746 | $1.01M | 0.06% | −138−1.3% | Reduced |
| Portside Wealth Group, LLC | 10,791 | $1.01M | 0.17% | +656+6.5% | Added |
| Bleakley Financial Group, LLC | 10,800 | $1.02M | 0.03% | +1,044+10.7% | Added |
| Icon Wealth Advisors, LLC | 10,829 | $1.02M | 0.08% | −9−0.1% | Reduced |
| Jones Financial Companies LLLP | 10,872 | $1.02M | 0.00% | +3,181+41.4% | Added |
| Intact Investment Management Inc. | 10,900 | $1.03M | 0.04% | −96,850−89.9% | Reduced |
| Trueblood Wealth Management, LLC | 10,914 | $1.03M | 0.51% | −291−2.6% | Reduced |
| TrinityPoint Wealth, LLC | 10,935 | $1.03M | 0.14% | +180+1.7% | Added |
| Venture Visionary Partners LLC | 10,944 | $1.03M | 0.04% | +26+0.2% | Added |
| Rowland & Co Investment Counsel | 10,991 | $1.03M | 0.22% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 10,999 | $1.03M | 0.84% | +10,999 | New |
| Brevan Howard Capital Management LP | 11,083 | $1.04M | 0.03% | −15,309−58.0% | Reduced |
| Aviso Financial Inc. | 11,089 | $1.04M | 0.05% | +436+4.1% | Added |
| Hummer Financial Advisory Services Inc | 11,101 | $1.04M | 0.83% | −521−4.5% | Reduced |
| NorthRock Partners, LLC | 11,137 | $1.05M | 0.03% | +24+0.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 11,184 | $1.05M | 0.18% | −63−0.6% | Reduced |
| Tiaa Trust, National Association | 11,187 | $1.05M | 0.00% | −436−3.8% | Reduced |
| PFW Advisors LLC | 11,407 | $1.07M | 0.33% | +11,407 | New |
| Fulton Bank, N.A. | 11,536 | $1.08M | 0.04% | −128−1.1% | Reduced |
| Sigma Planning Corp | 11,551 | $1.09M | 0.03% | +35+0.3% | Added |
| Harbour Investment Management LLC | 11,670 | $1.10M | 0.48% | −75−0.6% | Reduced |
| Enhancing Capital LLC | 11,706 | $1.10M | 0.88% | +11,706 | New |
| Twin City Private Wealth, LLC | 11,711 | $1.10M | 0.97% | +558+5.0% | Added |
| Welch & Forbes LLC | 11,718 | $1.10M | 0.01% | −22−0.2% | Reduced |
| Prairie Sky Financial Group LLC | 11,736 | $1.10M | 0.68% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 11,895 | $1.12M | 0.02% | −562−4.5% | Reduced |
| Legacy Private Trust Co. | 11,963 | $1.13M | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,054 | $1.13M | 0.04% | +180+1.5% | Added |
| Foundations Investment Advisors, LLC | 12,189 | $1.15M | 0.02% | +438+3.7% | Added |
| Hantz Financial Services, Inc. | 12,247 | $1.15M | 0.02% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 12,409 | $1.17M | 0.41% | −286−2.3% | Reduced |
| Jump Financial, LLC | 12,452 | $1.17M | 0.02% | +7,322+142.7% | Added |
| Marks Group Wealth Management, Inc | 12,479 | $1.17M | 0.12% | −285−2.2% | Reduced |
| Bryn Mawr Trust Co | 12,494 | $1.17M | 0.02% | +73+0.6% | Added |
| Conning Inc. | 12,516 | $1.18M | 0.04% | −398−3.1% | Reduced |
| Stock Yards Bank & Trust Co | 12,789 | $1.20M | 0.04% | −91−0.7% | Reduced |
| Landaas & Co | 12,805 | $1.20M | 0.33% | +10.0% | Added |
| ING Groep NV | 12,805 | $1.20M | 0.01% | +6,364+98.8% | Added |
| Dynamic Technology Lab Private Ltd | 12,910 | $1.21M | 0.20% | +12,910 | New |
| IFP Advisors, Inc | 12,978 | $1.22M | 0.04% | +1,250+10.7% | Added |
| Ronald Blue Trust, Inc. | 13,213 | $1.24M | 0.02% | +699+5.6% | Added |
| Schmidt P J Investment Management Inc | 13,230 | $1.24M | 0.22% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 13,340 | $1.25M | 0.04% | +168+1.3% | Added |
| Beacon Pointe Advisors, LLC | 13,430 | $1.26M | 0.01% | +433+3.3% | Added |
| ICW Investment Advisors LLC | 13,477 | $1.27M | 0.53% | +255+1.9% | Added |
| South Dakota Investment Council | 13,566 | $1.28M | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 13,796 | $1.30M | 0.29% | −40.0% | Reduced |
| Scientech Research LLC | 13,825 | $1.30M | 0.37% | +3,167+29.7% | Added |
| Westpac Banking Corp | 13,839 | $1.30M | 0.09% | −4,026−22.5% | Reduced |
| ISAM Funds (UK) Ltd | 13,928 | $1.31M | 0.97% | +13,928 | New |
| Eventide Asset Management, LLC | 13,916 | $1.31M | 0.02% | +13,916 | New |
| QRG Capital Management, Inc. | 13,972 | $1.31M | 0.01% | +1,981+16.5% | Added |
| D.A. Davidson & Co. | 14,040 | $1.32M | 0.01% | +288+2.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,055 | $1.32M | 0.01% | −3,418−19.6% | Reduced |
| Wealth Alliance | 14,090 | $1.33M | 0.16% | +110+0.8% | Added |
| GAMMA Investing LLC | 14,242 | $1.34M | 0.11% | +1,843+14.9% | Added |
| Empowered Funds, LLC | 14,281 | $1.34M | 0.02% | +2,680+23.1% | Added |
| Agf Management Ltd | 14,464 | $1.36M | 0.01% | −33,541−69.9% | Reduced |
| Nordea Investment Management AB | 14,607 | $1.38M | 0.00% | −535−3.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,647 | $1.38M | 0.05% | −22,520−60.6% | Reduced |
| Hilltop Holdings Inc. | 14,780 | $1.39M | 0.09% | +1,099+8.0% | Added |
| New Mexico Educational Retirement Board | 15,053 | $1.42M | 0.05% | −400−2.6% | Reduced |
| Norinchukin Bank, The | 15,221 | $1.43M | 0.03% | +1,712+12.7% | Added |
| Ethic Inc. | 15,447 | $1.45M | 0.03% | +2,447+18.8% | Added |
| Twin Capital Management Inc | 15,451 | $1.45M | 0.16% | −288−1.8% | Reduced |
| We Are One Seven, LLC | 15,565 | $1.46M | 0.06% | +4,105+35.8% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.48M | 0.09% | 00.0% | Unchanged |
| Ascent Group, LLC | 15,813 | $1.49M | 0.11% | +187+1.2% | Added |
| Merit Financial Group, LLC | 15,991 | $1.50M | 0.03% | +5,069+46.4% | Added |
| Fox Hill Wealth Management | 16,085 | $1.51M | 0.86% | +161+1.0% | Added |
| NEOS Investment Management LLC | 16,292 | $1.53M | 0.04% | +3,728+29.7% | Added |
| Wedbush Securities Inc | 16,305 | $1.53M | 0.05% | +388+2.4% | Added |
| Matrix Trust Co | 16,352 | $1.54M | 0.27% | +16,352 | New |
| Burling Wealth Partners, LLC | 16,856 | $1.59M | 0.32% | +16,856 | New |
| Maryland State Retirement & Pension System | 16,888 | $1.59M | 0.03% | −1,179−6.5% | Reduced |
| LVW Advisors, LLC | 16,907 | $1.59M | 0.19% | +825+5.1% | Added |
| Louisiana State Employees Retirement System | 17,000 | $1.60M | 0.03% | −800−4.5% | Reduced |
| Securian Asset Management, Inc | 17,001 | $1.60M | 0.05% | −459−2.6% | Reduced |
| Integrated Wealth Concepts LLC | 17,025 | $1.60M | 0.02% | +1,155+7.3% | Added |
| Crossmark Global Holdings, Inc. | 17,052 | $1.60M | 0.03% | −4,490−20.8% | Reduced |
| Profund Advisors LLC | 17,087 | $1.61M | 0.06% | −1,983−10.4% | Reduced |
| Spirit of America Management Corp | 17,200 | $1.62M | 0.33% | +450+2.7% | Added |
| Nicholson Wealth Management Group, LLC | 17,227 | $1.62M | 1.08% | +6,510+60.7% | Added |
| Dana Investment Advisors, Inc. | 17,232 | $1.62M | 0.05% | +3,063+21.6% | Added |
| Nations Financial Group Inc, | 17,296 | $1.63M | 0.12% | +98+0.6% | Added |
| Sabal Trust CO | 17,320 | $1.63M | 0.09% | −9−0.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,327 | $1.63M | 0.33% | −813−4.5% | Reduced |
| Blackhawk Capital Partners LLC. | 17,587 | $1.65M | 0.86% | −1,445−7.6% | Reduced |
| Pathway Financial Advisers, LLC | 17,672 | $1.66M | 0.56% | +481+2.8% | Added |
| Cresset Asset Management, LLC | 17,768 | $1.67M | 0.01% | −17,690−49.9% | Reduced |
| Caldwell Trust Co | 17,897 | $1.68M | 0.18% | −35−0.2% | Reduced |