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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 9,660 | $908.4K | 0.11% | +9,660 | New |
| Romano Brothers and Company | 9,635 | $906.1K | 0.11% | +28+0.3% | Added |
| Allstate Corp | 9,614 | $904.1K | 0.03% | +9,614 | New |
| IHT Wealth Management, LLC | 9,602 | $903.0K | 0.03% | −337−3.4% | Reduced |
| American State Bank (Iowa) | 9,584 | $901.3K | 0.54% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,527 | $895.9K | 0.01% | +327+3.6% | Added |
| Tyche Wealth Partners LLC | 9,517 | $895.0K | 0.19% | +9,517 | New |
| Proequities, Inc. | 9,098 | $887.8K | 0.05% | +1,163+14.7% | Added |
| Farringdon Capital, Ltd. | 9,400 | $884.0K | 0.37% | +9,400 | New |
| Private Harbour Investment Management & Counsel, LLC | 9,380 | $882.1K | 0.97% | −186−1.9% | Reduced |
| Illinois Municipal Retirement Fund | 9,363 | $880.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 9,350 | $879.3K | 0.74% | −183−1.9% | Reduced |
| Birch Financial Group, LLC | 9,240 | $868.9K | 0.98% | +9,240 | New |
| Hendershot Investments Inc. | 9,218 | $866.9K | 0.12% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,215 | $866.6K | 0.01% | +485+5.6% | Added |
| Shell Asset Management Co | 9,182 | $863.0K | 0.04% | −902−8.9% | Reduced |
| Drake & Associates, LLC | 8,456 | $860.8K | 0.24% | +2,240+36.0% | Added |
| Apollon Wealth Management, LLC | 9,066 | $852.6K | 0.02% | +175+2.0% | Added |
| Exchange Traded Concepts, LLC | 8,974 | $843.9K | 0.02% | +212+2.4% | Added |
| Chelsea Counsel Co | 8,672 | $815.5K | 0.42% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 8,656 | $815.2K | 0.01% | −158−1.8% | Reduced |
| McDonald Partners LLC | 8,657 | $814.2K | 0.21% | +475+5.8% | Added |
| WNY Asset Management, LLC | 8,627 | $811.3K | 0.10% | +40.0% | Added |
| Resources Investment Advisors, LLC. | 8,590 | $807.8K | 0.01% | −90−1.0% | Reduced |
| Wesbanco Bank Inc | 8,579 | $806.8K | 0.03% | +601+7.5% | Added |
| Wright Investors Service Inc | 8,511 | $800.4K | 0.26% | +56+0.7% | Added |
| Intrua Financial, LLC | 8,449 | $794.5K | 0.13% | +199+2.4% | Added |
| Montag A & Associates Inc | 8,414 | $791.3K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 8,384 | $788.4K | 0.02% | +2,298+37.8% | Added |
| Prospera Financial Services Inc | 8,380 | $788.2K | 0.02% | −275−3.2% | Reduced |
| Vantage Financial Partners, LLC | 8,345 | $784.8K | 0.20% | +40+0.5% | Added |
| BKD Wealth Advisors, LLC | 8,212 | $772.2K | 0.02% | −29−0.4% | Reduced |
| Searle & Co. | 8,200 | $771.1K | 0.22% | 00.0% | Unchanged |
| Eastern Bank | 8,173 | $768.6K | 0.01% | −61−0.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,170 | $768.3K | 0.02% | −62−0.8% | Reduced |
| Jane Street Group, LLC | 8,158 | $767.2K | 0.00% | −113,957−93.3% | Reduced |
| Claro Advisors LLC | 8,149 | $766.3K | 0.10% | −1,461−15.2% | Reduced |
| Greenleaf Trust | 8,145 | $766.0K | 0.01% | +342+4.4% | Added |
| Tokio Marine Asset Management Co Ltd | 8,145 | $766.0K | 0.03% | +466+6.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $762.0K | 0.04% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 8,079 | $759.7K | 0.03% | −559−6.5% | Reduced |
| PFG Investments, LLC | 8,076 | $759.5K | 0.05% | −1,105−12.0% | Reduced |
| Snowden Capital Advisors LLC | 8,075 | $759.4K | 0.02% | −218−2.6% | Reduced |
| Norden Group LLC | 7,996 | $751.9K | 0.09% | +463+6.1% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $746.8K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,939 | $746.6K | 0.01% | +660+9.1% | Added |
| Paragon Private Wealth Management, LLC | 7,905 | $743.4K | 0.34% | +470+6.3% | Added |
| North Star Investment Management Corp. | 7,890 | $742.0K | 0.05% | −55−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,888 | $741.8K | 0.06% | +200+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $727.1K | 0.08% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7,675 | $721.7K | 0.04% | +773+11.2% | Added |
| Aptus Capital Advisors, LLC | 7,662 | $720.5K | 0.01% | +2,326+43.6% | Added |
| Beaton Management Co. Inc. | 7,584 | $713.0K | 0.37% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7,564 | $711.3K | 0.18% | +24+0.3% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $710.4K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,512 | $706.5K | 0.01% | +3,423+83.7% | Added |
| Sierra Summit Advisors LLC | 7,402 | $696.1K | 0.14% | +1,828+32.8% | Added |
| Triangle Securities Wealth Management | 7,363 | $692.4K | 0.18% | −209−2.8% | Reduced |
| Marcum Wealth, LLC | 7,323 | $688.7K | 0.06% | +98+1.4% | Added |
| Investment House LLC | 7,300 | $686.5K | 0.04% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,290 | $685.5K | 0.09% | +519+7.7% | Added |
| Voya Financial Advisors, Inc. | 7,239 | $682.0K | 0.07% | +165+2.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,194 | $676.5K | 0.06% | +14+0.2% | Added |
| Teza Capital Management LLC | 7,151 | $672.5K | 0.10% | +7,151 | New |
| Elevated Capital Advisors, LLC | 7,080 | $665.8K | 0.18% | −124−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 7,044 | $662.5K | 0.04% | −275−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,041 | $662.1K | 0.01% | −46,159−86.8% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $660.4K | 0.22% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,014 | $659.6K | 0.09% | −25−0.4% | Reduced |
| MSH Capital Advisors LLC | 6,992 | $657.5K | 0.21% | +795+12.8% | Added |
| Integrated Advisors Network LLC | 6,947 | $653.3K | 0.03% | +81+1.2% | Added |
| Kesler, Norman & Wride, LLC | 6,921 | $650.8K | 0.14% | −596−7.9% | Reduced |
| Dakota Wealth Management | 6,767 | $636.4K | 0.01% | −20.0% | Reduced |
| Stablepoint Partners, LLC | 6,763 | $636.0K | 0.12% | +1,748+34.9% | Added |
| Buckley Wealth Management, LLC | 6,690 | $629.1K | 0.19% | +187+2.9% | Added |
| My Legacy Advisors, LLC | 6,568 | $627.7K | 0.24% | +233+3.7% | Added |
| Farther Finance Advisors, LLC | 6,668 | $627.0K | 0.02% | −9−0.1% | Reduced |
| Raleigh Capital Management Inc. | 6,647 | $625.1K | 0.24% | +260+4.1% | Added |
| Blossom Wealth Management | 6,644 | $624.8K | 1.20% | +181+2.8% | Added |
| SPC Financial, Inc. | 6,579 | $618.7K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,564 | $617.3K | 0.02% | −127−1.9% | Reduced |
| MPS Loria Financial Planners, LLC | 6,549 | $615.9K | 0.18% | −221−3.3% | Reduced |
| Peapack Gladstone Financial Corp | 6,523 | $614.0K | 0.01% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,512 | $612.4K | 0.01% | −3,343−33.9% | Reduced |
| Vise Technologies, Inc. | 6,504 | $611.6K | 0.05% | +3,346+106.0% | Added |
| Equitable Holdings, Inc. | 6,459 | $607.4K | 0.01% | +1,306+25.3% | Added |
| Ti-Trust, Inc | 6,430 | $604.7K | 0.41% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,365 | $598.6K | 0.02% | −2,816−30.7% | Reduced |
| Axq Capital, LP | 6,329 | $595.2K | 0.27% | +6,329 | New |
| Bridges Investment Management Inc | 6,325 | $594.8K | 0.01% | −29−0.5% | Reduced |
| Modern Wealth Management, LLC | 6,307 | $593.2K | 0.02% | +2,503+65.8% | Added |
| Abc Arbitrage SA | 6,252 | $587.9K | 0.08% | +6,252 | New |
| Ransom Advisory, Ltd | 6,250 | $587.8K | 0.27% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,243 | $587.1K | 0.01% | +1,108+21.6% | Added |
| Axxcess Wealth Management, LLC | 6,235 | $586.4K | 0.01% | +1,248+25.0% | Added |
| PAX Financial Group, LLC | 6,195 | $582.6K | 0.10% | +281+4.8% | Added |
| EP Wealth Advisors, LLC | 6,185 | $581.6K | 0.00% | +125+2.1% | Added |
| Csenge Advisory Group | 6,124 | $575.9K | 0.03% | +100+1.7% | Added |
| Richmond Investment Services, LLC | 6,102 | $573.8K | 0.32% | +6,102 | New |
| Bradley Foster & Sargent Inc | 6,047 | $568.7K | 0.01% | 00.0% | Unchanged |