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 |
|---|---|---|---|---|---|
| Beverly Hills Private Wealth, LLC | 17,327 | $1.63M | 0.33% | −813−4.5% | Reduced |
| Sabal Trust CO | 17,320 | $1.63M | 0.09% | −9−0.1% | Reduced |
| Nations Financial Group Inc, | 17,296 | $1.63M | 0.12% | +98+0.6% | Added |
| Dana Investment Advisors, Inc. | 17,232 | $1.62M | 0.05% | +3,063+21.6% | Added |
| Nicholson Wealth Management Group, LLC | 17,227 | $1.62M | 1.08% | +6,510+60.7% | Added |
| Spirit of America Management Corp | 17,200 | $1.62M | 0.33% | +450+2.7% | Added |
| Profund Advisors LLC | 17,087 | $1.61M | 0.06% | −1,983−10.4% | Reduced |
| Crossmark Global Holdings, Inc. | 17,052 | $1.60M | 0.03% | −4,490−20.8% | Reduced |
| Integrated Wealth Concepts LLC | 17,025 | $1.60M | 0.02% | +1,155+7.3% | Added |
| Securian Asset Management, Inc | 17,001 | $1.60M | 0.05% | −459−2.6% | Reduced |
| Louisiana State Employees Retirement System | 17,000 | $1.60M | 0.03% | −800−4.5% | Reduced |
| LVW Advisors, LLC | 16,907 | $1.59M | 0.19% | +825+5.1% | Added |
| Maryland State Retirement & Pension System | 16,888 | $1.59M | 0.03% | −1,179−6.5% | Reduced |
| Burling Wealth Partners, LLC | 16,856 | $1.59M | 0.32% | +16,856 | New |
| Matrix Trust Co | 16,352 | $1.54M | 0.27% | +16,352 | New |
| Wedbush Securities Inc | 16,305 | $1.53M | 0.05% | +388+2.4% | Added |
| NEOS Investment Management LLC | 16,292 | $1.53M | 0.04% | +3,728+29.7% | Added |
| Fox Hill Wealth Management | 16,085 | $1.51M | 0.86% | +161+1.0% | Added |
| Merit Financial Group, LLC | 15,991 | $1.50M | 0.03% | +5,069+46.4% | Added |
| Ascent Group, LLC | 15,813 | $1.49M | 0.11% | +187+1.2% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.48M | 0.09% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,565 | $1.46M | 0.06% | +4,105+35.8% | Added |
| Twin Capital Management Inc | 15,451 | $1.45M | 0.16% | −288−1.8% | Reduced |
| Ethic Inc. | 15,447 | $1.45M | 0.03% | +2,447+18.8% | Added |
| Norinchukin Bank, The | 15,221 | $1.43M | 0.03% | +1,712+12.7% | Added |
| New Mexico Educational Retirement Board | 15,053 | $1.42M | 0.05% | −400−2.6% | Reduced |
| Hilltop Holdings Inc. | 14,780 | $1.39M | 0.09% | +1,099+8.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,647 | $1.38M | 0.05% | −22,520−60.6% | Reduced |
| Nordea Investment Management AB | 14,607 | $1.38M | 0.00% | −535−3.5% | Reduced |
| Agf Management Ltd | 14,464 | $1.36M | 0.01% | −33,541−69.9% | Reduced |
| Empowered Funds, LLC | 14,281 | $1.34M | 0.02% | +2,680+23.1% | Added |
| GAMMA Investing LLC | 14,242 | $1.34M | 0.11% | +1,843+14.9% | Added |
| Wealth Alliance | 14,090 | $1.33M | 0.16% | +110+0.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,055 | $1.32M | 0.01% | −3,418−19.6% | Reduced |
| D.A. Davidson & Co. | 14,040 | $1.32M | 0.01% | +288+2.1% | Added |
| QRG Capital Management, Inc. | 13,972 | $1.31M | 0.01% | +1,981+16.5% | Added |
| Eventide Asset Management, LLC | 13,916 | $1.31M | 0.02% | +13,916 | New |
| ISAM Funds (UK) Ltd | 13,928 | $1.31M | 0.97% | +13,928 | New |
| Westpac Banking Corp | 13,839 | $1.30M | 0.09% | −4,026−22.5% | Reduced |
| Scientech Research LLC | 13,825 | $1.30M | 0.37% | +3,167+29.7% | Added |
| Marietta Investment Partners LLC | 13,796 | $1.30M | 0.29% | −40.0% | Reduced |
| South Dakota Investment Council | 13,566 | $1.28M | 0.03% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 13,477 | $1.27M | 0.53% | +255+1.9% | Added |
| Beacon Pointe Advisors, LLC | 13,430 | $1.26M | 0.01% | +433+3.3% | Added |
| Miller Howard Investments Inc | 13,340 | $1.25M | 0.04% | +168+1.3% | Added |
| Schmidt P J Investment Management Inc | 13,230 | $1.24M | 0.22% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13,213 | $1.24M | 0.02% | +699+5.6% | Added |
| IFP Advisors, Inc | 12,978 | $1.22M | 0.04% | +1,250+10.7% | Added |
| Dynamic Technology Lab Private Ltd | 12,910 | $1.21M | 0.20% | +12,910 | New |
| ING Groep NV | 12,805 | $1.20M | 0.01% | +6,364+98.8% | Added |
| Landaas & Co | 12,805 | $1.20M | 0.33% | +10.0% | Added |
| Stock Yards Bank & Trust Co | 12,789 | $1.20M | 0.04% | −91−0.7% | Reduced |
| Conning Inc. | 12,516 | $1.18M | 0.04% | −398−3.1% | Reduced |
| Bryn Mawr Trust Co | 12,494 | $1.17M | 0.02% | +73+0.6% | Added |
| Marks Group Wealth Management, Inc | 12,479 | $1.17M | 0.12% | −285−2.2% | Reduced |
| Jump Financial, LLC | 12,452 | $1.17M | 0.02% | +7,322+142.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,409 | $1.17M | 0.41% | −286−2.3% | Reduced |
| Hantz Financial Services, Inc. | 12,247 | $1.15M | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 12,189 | $1.15M | 0.02% | +438+3.7% | Added |
| Geneos Wealth Management Inc. | 12,054 | $1.13M | 0.04% | +180+1.5% | Added |
| Legacy Private Trust Co. | 11,963 | $1.13M | 0.07% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 11,895 | $1.12M | 0.02% | −562−4.5% | Reduced |
| Prairie Sky Financial Group LLC | 11,736 | $1.10M | 0.68% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,718 | $1.10M | 0.01% | −22−0.2% | Reduced |
| Twin City Private Wealth, LLC | 11,711 | $1.10M | 0.97% | +558+5.0% | Added |
| Enhancing Capital LLC | 11,706 | $1.10M | 0.88% | +11,706 | New |
| Harbour Investment Management LLC | 11,670 | $1.10M | 0.48% | −75−0.6% | Reduced |
| Sigma Planning Corp | 11,551 | $1.09M | 0.03% | +35+0.3% | Added |
| Fulton Bank, N.A. | 11,536 | $1.08M | 0.04% | −128−1.1% | Reduced |
| PFW Advisors LLC | 11,407 | $1.07M | 0.33% | +11,407 | New |
| Tiaa Trust, National Association | 11,187 | $1.05M | 0.00% | −436−3.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,184 | $1.05M | 0.18% | −63−0.6% | Reduced |
| NorthRock Partners, LLC | 11,137 | $1.05M | 0.03% | +24+0.2% | Added |
| Hummer Financial Advisory Services Inc | 11,101 | $1.04M | 0.83% | −521−4.5% | Reduced |
| Aviso Financial Inc. | 11,089 | $1.04M | 0.05% | +436+4.1% | Added |
| Brevan Howard Capital Management LP | 11,083 | $1.04M | 0.03% | −15,309−58.0% | Reduced |
| Pollock Investment Advisors, LLC | 10,999 | $1.03M | 0.84% | +10,999 | New |
| Rowland & Co Investment Counsel | 10,991 | $1.03M | 0.22% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 10,944 | $1.03M | 0.04% | +26+0.2% | Added |
| TrinityPoint Wealth, LLC | 10,935 | $1.03M | 0.14% | +180+1.7% | Added |
| Trueblood Wealth Management, LLC | 10,914 | $1.03M | 0.51% | −291−2.6% | Reduced |
| Intact Investment Management Inc. | 10,900 | $1.03M | 0.04% | −96,850−89.9% | Reduced |
| Jones Financial Companies LLLP | 10,872 | $1.02M | 0.00% | +3,181+41.4% | Added |
| Icon Wealth Advisors, LLC | 10,829 | $1.02M | 0.08% | −9−0.1% | Reduced |
| Bleakley Financial Group, LLC | 10,800 | $1.02M | 0.03% | +1,044+10.7% | Added |
| Portside Wealth Group, LLC | 10,791 | $1.01M | 0.17% | +656+6.5% | Added |
| Empirical Finance, LLC | 10,746 | $1.01M | 0.06% | −138−1.3% | Reduced |
| Gsa Capital Partners LLP | 10,660 | $1.00M | 0.07% | +10,660 | New |
| Qtron Investments LLC | 10,459 | $983.6K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,426 | $980.5K | 0.01% | +10,426 | New |
| HM Payson & Co | 10,413 | $979.2K | 0.02% | −36−0.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,070 | $947.0K | 0.05% | +7,187+249.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,045 | $944.6K | 0.02% | +28+0.3% | Added |
| Security National Bank | 10,012 | $941.5K | 0.13% | +268+2.8% | Added |
| Congress Wealth Management LLC | 9,978 | $938.3K | 0.01% | +9,978 | New |
| Fiduciary Trust Co | 9,952 | $935.9K | 0.01% | +1,509+17.9% | Added |
| Brown Capital Management LLC | 9,926 | $933.4K | 0.02% | −800−7.5% | Reduced |
| Summit Financial, LLC | 9,911 | $932.0K | 0.03% | +3,827+62.9% | Added |
| Johnson Investment Counsel Inc | 9,798 | $921.4K | 0.01% | +464+5.0% | Added |
| Fullcircle Wealth LLC | 8,863 | $919.8K | 0.38% | −358−3.9% | Reduced |