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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 18,145 | $1.71M | 0.01% | +670+3.8% | Added |
| Voloridge Investment Management, LLC | 18,220 | $1.71M | 0.01% | +18,220 | New |
| Atlantic Trust, LLC | 18,581 | $1.75M | 0.38% | +1,513+8.9% | Added |
| Ellenbecker Investment Group | 18,711 | $1.76M | 0.31% | −90.0% | Reduced |
| Apollon Financial, LLC | 18,763 | $1.76M | 0.44% | +18,763 | New |
| Cornerstone Advisors, LLC | 18,900 | $1.78M | 0.07% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 18,993 | $1.79M | 0.22% | 00.0% | Unchanged |
| Woodline Partners LP | 18,998 | $1.79M | 0.01% | +18,998 | New |
| Nicolet Bankshares Inc | 19,001 | $1.79M | 0.42% | −2,838−13.0% | Reduced |
| BKM Wealth Management, LLC | 19,180 | $1.80M | 0.74% | +1,091+6.0% | Added |
| Stonebridge Financial Group, LLC | 19,209 | $1.81M | 0.20% | +19,209 | New |
| OV Management LLC | 19,212 | $1.81M | 0.84% | +1,612+9.2% | Added |
| Sterling Capital Management LLC | 19,419 | $1.83M | 0.03% | +6,818+54.1% | Added |
| CWM, LLC | 19,432 | $1.83M | 0.01% | +1,879+10.7% | Added |
| Oppenheimer Asset Management Inc. | 19,535 | $1.84M | 0.02% | −905−4.4% | Reduced |
| Hartford Investment Management Co | 19,569 | $1.84M | 0.06% | −249−1.3% | Reduced |
| Gries Financial LLC | 19,591 | $1.84M | 0.33% | −103−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 19,678 | $1.85M | 0.04% | −6,127−23.7% | Reduced |
| Univest Financial Corp | 20,084 | $1.89M | 0.12% | +467+2.4% | Added |
| Associated Banc-Corp | 20,169 | $1.90M | 0.06% | −620−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 20,285 | $1.91M | 0.06% | +284+1.4% | Added |
| KCM Investment Advisors LLC | 20,318 | $1.91M | 0.07% | +33+0.2% | Added |
| Atria Wealth Solutions, Inc. | 20,394 | $1.92M | 0.02% | +6,434+46.1% | Added |
| Colonial Trust Co | 20,775 | $1.95M | 0.29% | +216+1.1% | Added |
| Intech Investment Management LLC | 20,915 | $1.97M | 0.02% | −27,569−56.9% | Reduced |
| Vident Advisory, LLC | 20,946 | $1.97M | 0.03% | +750+3.7% | Added |
| Concurrent Investment Advisors, LLC | 21,275 | $2.00M | 0.05% | +1,097+5.4% | Added |
| Global Retirement Partners, LLC | 21,414 | $2.01M | 0.06% | +709+3.4% | Added |
| Drucker Wealth 3.0, LLC | 21,564 | $2.03M | 0.47% | +893+4.3% | Added |
| Robeco Institutional Asset Management B.V. | 21,615 | $2.03M | 0.00% | +744+3.6% | Added |
| Flputnam Investment Management Co | 21,632 | $2.03M | 0.04% | +4,449+25.9% | Added |
| Kentucky Retirement Systems | 21,721 | $2.04M | 0.06% | −299−1.4% | Reduced |
| Independent Advisor Alliance | 21,724 | $2.04M | 0.03% | +387+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,934 | $2.06M | 0.06% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 22,422 | $2.11M | 0.02% | −422−1.8% | Reduced |
| M&T Bank Corp | 22,501 | $2.12M | 0.01% | +3,115+16.1% | Added |
| Collar Capital Management, LLC | 22,587 | $2.12M | 1.77% | +22,587 | New |
| Savant Capital, LLC | 22,789 | $2.14M | 0.02% | +794+3.6% | Added |
| apricus wealth, LLC | 23,005 | $2.16M | 1.40% | +155+0.7% | Added |
| Premier Fund Managers Ltd | 23,000 | $2.17M | 0.08% | −10,000−30.3% | Reduced |
| Davenport & Co LLC | 23,045 | $2.17M | 0.01% | +1,064+4.8% | Added |
| Pensionmark Financial Group, LLC | 23,090 | $2.17M | 0.06% | +2,015+9.6% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.18M | 1.67% | −50−0.2% | Reduced |
| Oppenheimer & Co Inc | 23,264 | $2.19M | 0.03% | +623+2.8% | Added |
| Principal Securities, Inc. | 23,622 | $2.22M | 0.05% | +689+3.0% | Added |
| Rodgers Brothers Inc. | 23,694 | $2.23M | 0.29% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 23,714 | $2.23M | 0.07% | +1,093+4.8% | Added |
| Meyer Handelman Co | 23,928 | $2.25M | 0.08% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 24,195 | $2.27M | 0.05% | −6,505−21.2% | Reduced |
| Thrivent Financial for Lutherans | 24,159 | $2.30M | 0.00% | −2,118−8.1% | Reduced |
| D. E. Shaw & Co., Inc. | 24,665 | $2.32M | 0.00% | −10,259−29.4% | Reduced |
| Gulf International Bank (UK) Ltd | 24,700 | $2.32M | 0.06% | −227−0.9% | Reduced |
| Journey Advisory Group, LLC | 29,599 | $2.32M | 0.28% | 00.0% | Unchanged |
| KBC Group NV | 25,147 | $2.37M | 0.01% | −1,008−3.9% | Reduced |
| Meritage Portfolio Management | 25,465 | $2.39M | 0.15% | −26,101−50.6% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,552 | $2.40M | 0.65% | −173−0.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 25,705 | $2.42M | 0.05% | −23,137−47.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25,778 | $2.42M | 0.49% | +9,676+60.1% | Added |
| HRT Financial LP | 25,830 | $2.43M | 0.01% | −13,403−34.2% | Reduced |
| Keybank National Association | 25,849 | $2.43M | 0.01% | −150−0.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 25,873 | $2.43M | 0.35% | +25,873 | New |
| XTX Topco Ltd | 25,900 | $2.44M | 0.20% | +20,428+373.3% | Added |
| Private Advisor Group, LLC | 26,234 | $2.47M | 0.01% | −882−3.3% | Reduced |
| Ameritas Advisory Services, LLC | 26,511 | $2.49M | 0.09% | +6,067+29.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,594 | $2.50M | 1.17% | +836+3.2% | Added |
| Penobscot Investment Management Company, Inc. | 26,609 | $2.50M | 0.23% | −523−1.9% | Reduced |
| Pathstone Holdings, LLC | 26,613 | $2.50M | 0.01% | +1,522+6.1% | Added |
| Mercer Global Advisors Inc | 26,686 | $2.51M | 0.01% | +869+3.4% | Added |
| Captrust Financial Advisors | 26,902 | $2.53M | 0.01% | +1,945+7.8% | Added |
| Semmax Financial Advisors Inc. | 24,387 | $2.53M | 0.68% | +548+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 26,980 | $2.54M | 0.01% | +26,980 | New |
| Rothschild Investment LLC | 27,063 | $2.55M | 0.17% | +29+0.1% | Added |
| Oregon Public Employees Retirement Fund | 27,133 | $2.55M | 0.05% | +30+0.1% | Added |
| Motley Fool Wealth Management, LLC | 27,217 | $2.57M | 0.13% | −2,761−9.2% | Reduced |
| Bokf, NA | 27,846 | $2.60M | 0.04% | +52+0.2% | Added |
| Kestra Advisory Services, LLC | 27,965 | $2.63M | 0.01% | −519−1.8% | Reduced |
| Smith Group Asset Management, LLC | 28,000 | $2.63M | 0.19% | +28,000 | New |
| Brown Advisory Inc | 28,236 | $2.66M | 0.00% | +1,172+4.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,114 | $2.66M | 0.01% | +7,905+39.1% | Added |
| First American Bank | 28,402 | $2.67M | 0.19% | +119+0.4% | Added |
| HighPoint Advisor Group LLC | 26,228 | $2.68M | 0.15% | +45+0.2% | Added |
| RFG Advisory, LLC | 28,772 | $2.71M | 0.08% | −1,643−5.4% | Reduced |
| Lantz Financial LLC | 28,807 | $2.71M | 0.72% | −971−3.3% | Reduced |
| Level Four Advisory Services, LLC | 29,396 | $2.76M | 0.11% | +653+2.3% | Added |
| Mizuho Securities USA LLC | 29,983 | $2.82M | 0.05% | +9,487+46.3% | Added |
| Leavell Investment Management, Inc. | 29,988 | $2.82M | 0.14% | +100+0.3% | Added |
| Public Employees Retirement Association of Colorado | 30,059 | $2.83M | 0.01% | −672−2.2% | Reduced |
| TD Private Client Wealth LLC | 30,231 | $2.84M | 0.08% | +274+0.9% | Added |
| JustInvest LLC | 30,491 | $2.87M | 0.04% | +4,380+16.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,586 | $2.88M | 0.13% | +1,123+3.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 30,631 | $2.88M | 0.00% | −243,542−88.8% | Reduced |
| Cincinnati Casualty Co | 31,000 | $2.92M | 1.63% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 31,027 | $2.92M | 0.02% | +5,959+23.8% | Added |
| Quantbot Technologies LP | 31,225 | $2.94M | 0.11% | +31,225 | New |
| Rockefeller Capital Management L.P. | 31,327 | $2.95M | 0.01% | +4,182+15.4% | Added |
| Farmers & Merchants Investments Inc | 31,518 | $2.96M | 0.09% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 31,895 | $3.00M | 0.27% | −257,957−89.0% | Reduced |
| Colony Group, LLC | 31,941 | $3.00M | 0.01% | +9,119+40.0% | Added |
| Brentview Investment Management LLC | 32,293 | $3.04M | 1.73% | +32,293 | New |
| Elo Mutual Pension Insurance Co | 32,432 | $3.05M | 0.06% | +32,432 | New |