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 |
|---|---|---|---|---|---|
| Thomas Story & Son LLC | 83,674 | $7.87M | 3.30% | −1,055−1.2% | Reduced |
| Gotham Asset Management, LLC | 83,241 | $7.83M | 0.07% | +982+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 82,925 | $7.80M | 0.11% | +1,100+1.3% | Added |
| Parsons Capital Management Inc | 82,784 | $7.79M | 0.42% | +68,866+494.8% | Added |
| Public Sector Pension Investment Board | 82,054 | $7.72M | 0.03% | +26,832+48.6% | Added |
| Commerce Bank | 79,084 | $7.44M | 0.05% | −486−0.6% | Reduced |
| Guardian Capital LP | 78,523 | $7.38M | 0.27% | +1,106+1.4% | Added |
| Vestcor Inc | 73,914 | $6.95M | 0.23% | −9,655−11.6% | Reduced |
| Northern Oak Wealth Management Inc | 73,655 | $6.93M | 0.88% | −8,197−10.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 71,331 | $6.71M | 0.02% | +55+0.1% | Added |
| Janney Montgomery Scott LLC | 70,983 | $6.67M | 0.02% | +1,697+2.4% | Added |
| State of Tennessee, Treasury Department | 70,800 | $6.66M | 0.02% | −3,812−5.1% | Reduced |
| Thompson Investment Management, Inc. | 69,566 | $6.54M | 0.94% | −863−1.2% | Reduced |
| Wealthfront Advisers LLC | 69,151 | $6.50M | 0.02% | +40,666+142.8% | Added |
| Panagora Asset Management Inc | 68,915 | $6.48M | 0.03% | +38,755+128.5% | Added |
| Czech National Bank | 68,592 | $6.45M | 0.06% | +4,204+6.5% | Added |
| Old National Bancorp | 67,556 | $6.35M | 0.15% | −14,983−18.2% | Reduced |
| SG Americas Securities, LLC | 65,913 | $6.20M | 0.03% | +20,918+46.5% | Added |
| Creative Planning | 65,623 | $6.17M | 0.01% | +8,095+14.1% | Added |
| Atria Investments LLC | 63,704 | $5.99M | 0.07% | +831+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 62,840 | $5.91M | 0.01% | +11,809+23.1% | Added |
| Amalgamated Bank | 62,200 | $5.85M | 0.05% | +82+0.1% | Added |
| British Columbia Investment Management Corp | 60,535 | $5.69M | 0.03% | +7,847+14.9% | Added |
| Baillie Gifford & Co | 59,698 | $5.61M | 0.00% | −80,931−57.5% | Reduced |
| Aquatic Capital Management LLC | 59,480 | $5.59M | 0.15% | +59,480 | New |
| Investment Management Corp of Ontario | 58,880 | $5.54M | 0.18% | +48,418+462.8% | Added |
| Albion Financial Group | 56,403 | $5.30M | 0.36% | +74+0.1% | Added |
| Bank of Nova Scotia | 56,286 | $5.29M | 0.01% | +7,264+14.8% | Added |
| Avantax Advisory Services, Inc. | 54,747 | $5.15M | 0.03% | +1,692+3.2% | Added |
| Motco | 54,187 | $5.10M | 0.52% | −678−1.2% | Reduced |
| Cerity Partners LLC | 53,647 | $5.08M | 0.01% | −79,297−59.6% | Reduced |
| Utah Retirement Systems | 52,284 | $4.92M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 52,259 | $4.91M | 0.03% | +1,762+3.5% | Added |
| Great Lakes Advisors, LLC | 51,722 | $4.86M | 0.04% | +275+0.5% | Added |
| USS Investment Management Ltd | 51,178 | $4.81M | 0.03% | −32,972−39.2% | Reduced |
| Brinker Capital Investments, LLC | 50,629 | $4.76M | 0.05% | +2,492+5.2% | Added |
| Orion Portfolio Solutions, LLC | 50,629 | $4.76M | 0.05% | +2,492+5.2% | Added |
| Opus Investment Management Inc | 50,000 | $4.70M | 3.47% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.70M | 0.38% | 00.0% | Unchanged |
| CIBC World Markets Corp | 49,904 | $4.69M | 0.03% | +7,044+16.4% | Added |
| Yousif Capital Management, LLC | 49,765 | $4.68M | 0.05% | −704−1.4% | Reduced |
| Advisory Services Network, LLC | 49,456 | $4.65M | 0.09% | +612+1.3% | Added |
| ProShare Advisors LLC | 47,960 | $4.51M | 0.01% | −36,044−42.9% | Reduced |
| Kingsview Wealth Management, LLC | 47,785 | $4.49M | 0.09% | +821+1.7% | Added |
| Great Valley Advisor Group, Inc. | 47,517 | $4.47M | 0.10% | +5,289+12.5% | Added |
| Mediolanum International Funds Ltd | 47,330 | $4.45M | 0.06% | −7,477−13.6% | Reduced |
| Park Avenue Securities LLC | 47,014 | $4.42M | 0.05% | +8,495+22.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 45,831 | $4.31M | 0.04% | +45,831 | New |
| Quantinno Capital Management LP | 45,134 | $4.24M | 0.04% | +25,661+131.8% | Added |
| Schonfeld Strategic Advisors LLC | 45,030 | $4.23M | 0.03% | +27,524+157.2% | Added |
| Blair William & Co | 44,266 | $4.16M | 0.01% | +168+0.4% | Added |
| S&CO Inc | 44,237 | $4.16M | 0.28% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 44,170 | $4.15M | 0.01% | −19,275−30.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,848 | $4.12M | 0.04% | +4,332+11.0% | Added |
| Woodley Farra Manion Portfolio Management Inc | 43,567 | $4.10M | 0.20% | +930+2.2% | Added |
| T. Rowe Price Investment Management, Inc. | 43,528 | $4.09M | 0.00% | +8,009+22.5% | Added |
| Options Solutions, LLC | 43,046 | $4.05M | 1.82% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 42,485 | $4.00M | 0.51% | +1,241+3.0% | Added |
| New York Life Investment Management LLC | 42,341 | $3.98M | 0.04% | +362+0.9% | Added |
| Xponance, Inc. | 42,326 | $3.98M | 0.04% | −1,099−2.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.35% | 00.0% | Unchanged |
| Bright Rock Capital Management, LLC | 42,000 | $3.95M | 0.84% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 41,614 | $3.91M | 0.07% | −12,671−23.3% | Reduced |
| Daiwa Securities Group Inc. | 41,610 | $3.91M | 0.02% | +3,111+8.1% | Added |
| Ashton Thomas Private Wealth, LLC | 40,165 | $3.78M | 0.15% | +1,908+5.0% | Added |
| Morton Community Bank | 40,095 | $3.77M | 1.00% | +570+1.4% | Added |
| Nicholas Company, Inc. | 39,760 | $3.74M | 0.06% | −150.0% | Reduced |
| Nissay Asset Management Corp | 39,250 | $3.72M | 0.02% | +216+0.6% | Added |
| Johnson Financial Group, Inc. | 37,214 | $3.69M | 0.17% | +19,164+106.2% | Added |
| Glenmede Trust Co NA | 39,222 | $3.69M | 0.02% | +718+1.9% | Added |
| Mackenzie Financial Corp | 38,921 | $3.66M | 0.00% | −43,272−52.6% | Reduced |
| Castellan Group, LLC | 38,460 | $3.62M | 1.57% | +38,460 | New |
| CIBC World Markets Inc. | 38,084 | $3.58M | 0.01% | +35,864+1,615.5% | Added |
| N.E.W. Advisory Services LLC | 38,019 | $3.58M | 0.34% | +2,659+7.5% | Added |
| Alta Capital Management LLC | 37,999 | $3.57M | 0.21% | +3,262+9.4% | Added |
| Mutual of America Capital Management LLC | 37,891 | $3.56M | 0.04% | −1,027−2.6% | Reduced |
| KLCM Advisors, Inc. | 37,862 | $3.56M | 0.41% | +2,267+6.4% | Added |
| Richard C. Young & CO., LTD. | 37,836 | $3.56M | 0.39% | −438−1.1% | Reduced |
| Allworth Financial LP | 35,934 | $3.51M | 0.02% | +30,269+534.3% | Added |
| Alliance Wealth Advisors, LLC | 36,948 | $3.47M | 0.90% | +1,016+2.8% | Added |
| Belpointe Asset Management LLC | 37,028 | $3.44M | 0.21% | +5,603+17.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,184 | $3.40M | 0.02% | +36,184 | New |
| State of Alaska, Department of Revenue | 36,080 | $3.39M | 0.04% | −640−1.7% | Reduced |
| Rafferty Asset Management, LLC | 35,516 | $3.34M | 0.01% | −907−2.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,455 | $3.33M | 0.09% | −2,330−6.2% | Reduced |
| United Capital Management of KS, Inc. | 35,205 | $3.31M | 0.60% | +760+2.2% | Added |
| Regions Financial Corp | 34,646 | $3.26M | 0.02% | −442−1.3% | Reduced |
| Ontario Teachers Pension Plan Board | 34,626 | $3.26M | 0.04% | +12,645+57.5% | Added |
| Schroder Investment Management Group | 34,235 | $3.23M | 0.00% | −163−0.5% | Reduced |
| Harbour Investments, Inc. | 34,171 | $3.21M | 0.09% | +7,998+30.6% | Added |
| Somerset Trust Co | 34,136 | $3.21M | 1.21% | +1,583+4.9% | Added |
| Zions Bancorporation, N.A. | 33,915 | $3.19M | 0.20% | +706+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 33,852 | $3.18M | 0.03% | +2,433+7.7% | Added |
| Kestra Private Wealth Services, LLC | 33,721 | $3.17M | 0.05% | +475+1.4% | Added |
| Prosperity Consulting Group, LLC | 33,163 | $3.12M | 0.23% | −1,700−4.9% | Reduced |
| Essential Planning, LLC. | 31,720 | $3.08M | 0.02% | +31,720 | New |
| Elo Mutual Pension Insurance Co | 32,432 | $3.05M | 0.06% | +32,432 | New |
| Brentview Investment Management LLC | 32,293 | $3.04M | 1.73% | +32,293 | New |
| Colony Group, LLC | 31,941 | $3.00M | 0.01% | +9,119+40.0% | Added |
| Morningstar Investment Services LLC | 31,895 | $3.00M | 0.27% | −257,957−89.0% | Reduced |