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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 6,021 | $566.2K | 0.01% | −17−0.3% | Reduced |
| City State Bank | 5,996 | $563.9K | 0.20% | −257−4.1% | Reduced |
| Central Trust Co | 5,994 | $563.7K | 0.01% | −242−3.9% | Reduced |
| Private Trust Co NA | 5,952 | $559.7K | 0.06% | +563+10.4% | Added |
| TBH Global Asset Management, LLC | 6,446 | $556.2K | 0.13% | +32+0.5% | Added |
| IAG Wealth Partners, LLC | 5,893 | $554.2K | 0.10% | +1,004+20.5% | Added |
| Horizon Investments, LLC | 5,881 | $553.0K | 0.02% | +109+1.9% | Added |
| Resources Management Corp | 5,869 | $552.0K | 0.08% | −40−0.7% | Reduced |
| Clearstead Advisors, LLC | 5,857 | $550.8K | 0.01% | −134−2.2% | Reduced |
| Alaska Permanent Fund Corp | 5,825 | $547.8K | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 5,816 | $546.9K | 0.30% | −60−1.0% | Reduced |
| Forum Financial Management, LP | 5,816 | $546.9K | 0.01% | +1,206+26.2% | Added |
| Paloma Partners Management Co | 5,782 | $543.7K | 0.04% | +5,782 | New |
| Ballentine Partners, LLC | 5,728 | $538.7K | 0.01% | +231+4.2% | Added |
| LVZ Advisors, Inc. | 5,728 | $538.7K | 0.07% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,722 | $538.2K | 0.00% | +517+9.9% | Added |
| MGB Wealth Management, LLC | 5,714 | $537.5K | 0.17% | 00.0% | Unchanged |
| Spinnaker Trust | 5,648 | $531.1K | 0.03% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,643 | $530.7K | 0.02% | −10.0% | Reduced |
| Chicago Capital, LLC | 5,638 | $530.2K | 0.01% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,602 | $526.8K | 0.02% | +322+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 5,594 | $526.1K | 0.00% | +1,329+31.2% | Added |
| Verdence Capital Advisors LLC | 5,559 | $522.8K | 0.04% | +26+0.5% | Added |
| Chicago Trust Co NA | 5,559 | $522.8K | 0.09% | +56+1.0% | Added |
| MAI Capital Management | 5,553 | $522.2K | 0.00% | −2,171−28.1% | Reduced |
| SageView Advisory Group, LLC | 5,524 | $519.5K | 0.02% | +134+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 5,516 | $518.7K | 0.01% | −20.0% | Reduced |
| Moors & Cabot, Inc. | 5,503 | $517.5K | 0.02% | +172+3.2% | Added |
| Paradigm Financial Partners, LLC | 5,492 | $516.5K | 0.07% | −131−2.3% | Reduced |
| Financial Advocates Investment Management | 5,465 | $513.9K | 0.03% | −306−5.3% | Reduced |
| HBK Sorce Advisory LLC | 5,455 | $513.0K | 0.02% | +779+16.7% | Added |
| Diversified Trust Co | 5,443 | $511.9K | 0.01% | +378+7.5% | Added |
| Polymer Capital Management (US) LLC | 5,429 | $510.5K | 0.16% | +5,429 | New |
| Hutner Capital Management Inc | 5,427 | $510.4K | 0.25% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,425 | $510.2K | 0.01% | +165+3.1% | Added |
| Thrive Wealth Management, LLC | 5,408 | $508.5K | 0.09% | −144−2.6% | Reduced |
| AlphaStar Capital Management, LLC | 5,395 | $507.4K | 0.05% | +2,639+95.8% | Added |
| WoodTrust Financial Corp | 5,389 | $507.0K | 0.07% | +1,714+46.6% | Added |
| Oxford Asset Management LLP | 5,374 | $505.4K | 0.22% | +5,374 | New |
| Rehmann Capital Advisory Group | 5,344 | $502.6K | 0.03% | +308+6.1% | Added |
| Financial Advisory Partners, LLC | 5,344 | $502.6K | 0.17% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 5,320 | $500.3K | 0.02% | +1,274+31.5% | Added |
| Tudor Investment Corp Et Al | 5,292 | $497.7K | 0.01% | −1,416−21.1% | Reduced |
| Peak Financial Advisors LLC | 5,239 | $492.6K | 0.26% | +51+1.0% | Added |
| Aviva PLC | 5,213 | $490.2K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,213 | $490.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,210 | $489.9K | 0.01% | +479+10.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,124 | $482.0K | 0.00% | −452−8.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $477.8K | 0.01% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 5,072 | $477.0K | 0.10% | +40+0.8% | Added |
| Sym Financial Corp | 5,059 | $475.7K | 0.06% | −32−0.6% | Reduced |
| GTS Securities LLC | 5,056 | $475.5K | 0.02% | +5,056 | New |
| Toroso Investments, LLC | 5,040 | $474.0K | 0.00% | +612+13.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $473.3K | 0.07% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,977 | $468.1K | 0.02% | +2,013+67.9% | Added |
| Oarsman Capital, Inc. | 4,972 | $467.6K | 0.08% | −10−0.2% | Reduced |
| Zhang Financial LLC | 4,961 | $466.5K | 0.03% | −2,511−33.6% | Reduced |
| Quest Partners LLC | 4,932 | $463.8K | 0.06% | +4,927+98,540.0% | Added |
| Advisors Management Group Inc | 4,927 | $463.0K | 0.11% | −1,565−24.1% | Reduced |
| National Asset Management, Inc. | 4,922 | $462.9K | 0.02% | −11−0.2% | Reduced |
| Hudock, Inc. | 4,910 | $461.8K | 0.08% | +3+0.1% | Added |
| Partnership Wealth Management, LLC | 4,900 | $460.8K | 0.38% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 4,881 | $459.0K | 0.02% | −532−9.8% | Reduced |
| Warren Averett Asset Management, LLC | 4,831 | $454.3K | 0.01% | +582+13.7% | Added |
| Inspirion Wealth Advisors, LLC | 4,873 | $454.1K | 0.06% | +3+0.1% | Added |
| Mill Capital Management, LLC | 4,824 | $453.6K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,749 | $446.6K | 0.04% | +10.0% | Added |
| Wealth Architects, LLC | 4,748 | $446.5K | 0.05% | 00.0% | Unchanged |
| Haverford Trust Co | 4,742 | $445.9K | 0.00% | −99−2.0% | Reduced |
| Krane Funds Advisors LLC | 4,728 | $444.6K | 0.02% | −644−12.0% | Reduced |
| Stephens Inc | 4,710 | $442.9K | 0.01% | −196−4.0% | Reduced |
| Redmond Asset Management, LLC | 4,700 | $442.0K | 0.11% | +4,700 | New |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $441.6K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,588 | $441.3K | 0.15% | −46−1.0% | Reduced |
| Buckingham Strategic Partners | 4,680 | $440.2K | 0.01% | +1,430+44.0% | Added |
| Advisors Capital Management, LLC | 4,675 | $439.6K | 0.01% | +127+2.8% | Added |
| MUFG Securities Americas Inc. | 4,671 | $439.3K | 0.06% | +4,671 | New |
| Ambassador Advisors, LLC | 4,658 | $438.0K | 0.07% | +321+7.4% | Added |
| Summit Trail Advisors, LLC | 4,646 | $436.9K | 0.02% | +1,469+46.2% | Added |
| Old Second National Bank of Aurora | 4,615 | $434.0K | 0.10% | −459−9.0% | Reduced |
| Continuum Advisory, LLC | 4,614 | $433.9K | 0.06% | +265+6.1% | Added |
| Bullock Wealth Management Group | 4,598 | $432.4K | 0.25% | −20.0% | Reduced |
| Qsemble Capital Management, LP | 4,559 | $428.7K | 0.06% | +4,559 | New |
| Moody Lynn & Lieberson, LLC | 4,531 | $426.1K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,531 | $426.1K | 0.02% | +42+0.9% | Added |
| Marshall Investment Management, LLC | 4,383 | $421.6K | 0.25% | +4,383 | New |
| LS Investment Advisors, LLC | 4,482 | $421.5K | 0.06% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,475 | $420.8K | 0.26% | −12−0.3% | Reduced |
| Allianz Asset Management GmbH | 4,446 | $418.1K | 0.00% | +2,200+98.0% | Added |
| Prossimo Advisors, LLC | 4,426 | $416.0K | 0.30% | +43+1.0% | Added |
| West Paces Advisors Inc. | 4,418 | $415.5K | 0.10% | +160+3.8% | Added |
| Reuter James Wealth Management, LLC | 4,415 | $415.2K | 0.08% | −49−1.1% | Reduced |
| Colonial Trust Advisors | 4,395 | $413.3K | 0.04% | −313−6.6% | Reduced |
| Alpha Cubed Investments, LLC | 4,389 | $412.7K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,356 | $409.6K | 0.07% | +4,356 | New |
| Carl P. Sherr & Co., LLC | 4,293 | $403.7K | 0.21% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,266 | $401.2K | 0.07% | 00.0% | Unchanged |
| Atom Investors LP | 4,243 | $399.0K | 0.05% | +4,243 | New |
| Arete Wealth Advisors, LLC | 4,261 | $399.0K | 0.03% | +682+19.1% | Added |
| Crewe Advisors LLC | 4,235 | $398.3K | 0.05% | +556+15.1% | Added |