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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $216.0K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 2,294 | $215.7K | 0.17% | +2,294 | New |
| CFM Wealth Partners LLC | 2,290 | $215.4K | 0.04% | −36−1.5% | Reduced |
| Fidelity D & D Bancorp Inc | 2,282 | $214.6K | 0.14% | −50−2.1% | Reduced |
| Strategic Investment Advisors | 2,272 | $213.6K | 0.02% | +2,272 | New |
| LCNB Corp | 2,271 | $213.6K | 0.08% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,252 | $211.8K | 0.09% | +3+0.1% | Added |
| Essex Savings Bank | 2,249 | $211.5K | 0.05% | +2,249 | New |
| Lockerman Financial Group, Inc. | 2,240 | $210.7K | 0.36% | −8−0.4% | Reduced |
| Kolinsky Wealth Management, LLC | 2,236 | $210.3K | 0.13% | +81+3.8% | Added |
| Boston Private Wealth LLC | 2,235 | $210.2K | 0.00% | +2,235 | New |
| Ariston Services Group | 2,223 | $209.1K | 0.18% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,220 | $209.0K | 0.02% | +2,220 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 2,208 | $207.6K | 0.40% | +75+3.5% | Added |
| Perkins Coie Trust Co | 2,202 | $207.1K | 0.05% | 00.0% | Unchanged |
| Capital Management Corp | 2,200 | $206.9K | 0.04% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 2,198 | $206.7K | 0.05% | +100+4.8% | Added |
| Main Street Financial Solutions, LLC | 2,198 | $206.7K | 0.02% | −61−2.7% | Reduced |
| Cozad Asset Management Inc | 2,194 | $206.3K | 0.02% | +2,194 | New |
| Exchange Capital Management, Inc. | 2,182 | $205.2K | 0.03% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,177 | $204.7K | 0.54% | +2,177 | New |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $204.1K | 0.02% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,170 | $204.1K | 0.13% | +2,170 | New |
| CFS Investment Advisory Services, LLC | 2,174 | $204.0K | 0.02% | +2,174 | New |
| Essex Financial Services, Inc. | 2,145 | $201.7K | 0.01% | +2,145 | New |
| KilterHowling LLC | 1,968 | $201.6K | 0.12% | +1,968 | New |
| Tower Wealth Partners, Inc. | 2,139 | $201.2K | 0.11% | +29+1.4% | Added |
| Cottonwood Capital Advisors, LLC | 2,136 | $200.9K | 0.14% | +2,136 | New |
| LifeWealth Investments, LLC | 2,128 | $200.1K | 0.13% | +2,128 | New |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $198.5K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,109 | $198.0K | 0.00% | +128+6.5% | Added |
| Quadrant Capital Group LLC | 2,059 | $193.6K | 0.01% | −9−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $190.5K | 0.01% | +14+0.7% | Added |
| Smartleaf Asset Management LLC | 2,020 | $190.3K | 0.02% | +352+21.1% | Added |
| Tompkins Financial Corp | 2,000 | $188.1K | 0.02% | −34−1.7% | Reduced |
| Addison Advisors LLC | 1,949 | $183.3K | 0.05% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,867 | $175.6K | 0.07% | −194−9.4% | Reduced |
| Cary Street Partners Financial LLC | 1,808 | $170.0K | 0.01% | +1,808 | New |
| First Command Advisory Services, Inc. | 1,794 | $168.7K | 0.00% | −198−9.9% | Reduced |
| Ridgewood Investments LLC | 1,727 | $162.4K | 0.08% | −500−22.5% | Reduced |
| Cape Investment Advisory, Inc. | 1,707 | $160.5K | 0.06% | +22+1.3% | Added |
| Aster Capital Management (DIFC) Ltd | 1,701 | $160.0K | 0.06% | +1,247+274.7% | Added |
| Richardson Financial Services Inc. | 1,673 | $157.6K | 0.11% | −70−4.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,646 | $154.8K | 0.09% | +392+31.3% | Added |
| Washington Trust Co | 1,637 | $153.9K | 0.01% | +931+131.9% | Added |
| St Germain D J Co Inc | 1,600 | $150.5K | 0.01% | +540+50.9% | Added |
| Bray Capital Advisors | 1,592 | $149.7K | 0.04% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1,570 | $147.6K | 0.11% | +1,570 | New |
| Skopos Labs, Inc. | 1,559 | $146.6K | 0.04% | +337+27.6% | Added |
| Hexagon Capital Partners LLC | 1,488 | $139.9K | 0.03% | +182+13.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,448 | $136.2K | 0.02% | +260+21.9% | Added |
| State of Wyoming | 1,447 | $136.1K | 0.02% | +52+3.7% | Added |
| Centaurus Financial, Inc. | 1,422 | $134.0K | 0.01% | −4−0.3% | Reduced |
| Acadian Asset Management LLC | 1,380 | $129.0K | 0.00% | −30,588−95.7% | Reduced |
| New Wave Wealth Advisors LLC | 1,358 | $127.7K | 0.05% | +1,358 | New |
| Financial Perspectives, Inc | 1,338 | $125.8K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,314 | $123.6K | 0.01% | +16+1.2% | Added |
| JNBA Financial Advisors | 1,313 | $123.5K | 0.01% | −52−3.8% | Reduced |
| Operose Advisors LLC | 1,307 | $122.9K | 0.04% | −765−36.9% | Reduced |
| CoreCap Advisors, LLC | 1,306 | $122.8K | 0.01% | +201+18.2% | Added |
| Bayforest Capital Ltd | 1,273 | $119.7K | 0.15% | +1,273 | New |
| Quent Capital, LLC | 1,262 | $118.6K | 0.01% | +65+5.4% | Added |
| Hills Bank & Trust Co | 1,257 | $118.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,254 | $117.9K | 0.00% | +290+30.1% | Added |
| TCTC Holdings, LLC | 1,249 | $117.5K | 0.00% | +200+19.1% | Added |
| New Age Alpha Advisors, LLC | 1,238 | $116.4K | 0.00% | +1,238 | New |
| Raiffeisen Bank International AG | 1,211 | $113.8K | 0.00% | +1,211 | New |
| Independence Bank of Kentucky | 1,206 | $113.4K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,188 | $111.7K | 0.04% | +20+1.7% | Added |
| Sentry Investment Management LLC | 1,181 | $111.0K | 0.05% | −192−14.0% | Reduced |
| Providence First Trust Co | 1,167 | $109.7K | 0.04% | +1,167 | New |
| Altshuler Shaham Ltd | 1,115 | $104.9K | 0.00% | +1,115 | New |
| Catalyst Capital Advisors LLC | 1,088 | $102.3K | 0.00% | +1,088 | New |
| Mather Group, LLC. | 1,069 | $100.5K | 0.00% | +290+37.2% | Added |
| EverSource Wealth Advisors, LLC | 1,067 | $100.4K | 0.01% | +96+9.9% | Added |
| TD Waterhouse Canada Inc. | 1,059 | $99.6K | 0.00% | +600+130.7% | Added |
| Intelligent Financial Strategies | 1,059 | $99.5K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,054 | $99.1K | 0.02% | −26−2.4% | Reduced |
| Beacon Capital Management, LLC | 1,053 | $99.0K | 0.01% | −142−11.9% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $92.3K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 972 | $91.4K | 0.00% | +275+39.5% | Added |
| Caitong International Asset Management Co., Ltd | 928 | $87.3K | 0.09% | +928 | New |
| Lindbrook Capital, LLC | 919 | $86.4K | 0.01% | +263+40.1% | Added |
| Sandy Spring Bank | 915 | $86.0K | 0.00% | −3−0.3% | Reduced |
| Capital Advisors, Ltd. LLC | 916 | $86.0K | 0.01% | +118+14.8% | Added |
| First Pacific Financial | 902 | $84.8K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 900 | $84.6K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 842 | $83.5K | 0.04% | +842 | New |
| Boit C F David | 867 | $81.5K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 845 | $79.5K | 0.03% | +5+0.6% | Added |
| Penserra Capital Management LLC | 829 | $77.0K | 0.00% | +802+2,970.4% | Added |
| Oakworth Capital, Inc. | 809 | $76.1K | 0.01% | −337−29.4% | Reduced |
| Arcadia Investment Management Corp | 800 | $75.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 777 | $73.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 770 | $72.4K | 0.02% | −200−20.6% | Reduced |
| Avalon Trust Co | 766 | $72.0K | 0.01% | +66+9.4% | Added |
| Optiver Holding B.V. | 746 | $70.2K | 0.00% | +233+45.4% | Added |
| Central Pacific Bank - Trust Division | 741 | $69.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 740 | $69.6K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 720 | $67.7K | 0.01% | −31−4.1% | Reduced |