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 |
|---|---|---|---|---|---|
| Kiker Wealth Management, LLC | 4,227 | $397.5K | 0.32% | +4,227 | New |
| Engineers Gate Manager LP | 4,221 | $396.9K | 0.01% | +4,221 | New |
| Blue Barn Wealth, LLC | 4,204 | $395.3K | 0.21% | +30+0.7% | Added |
| AssuredPartners Investment Advisors, LLC | 4,185 | $393.6K | 0.08% | +4,185 | New |
| Courier Capital LLC | 4,181 | $393.2K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 4,169 | $392.1K | 0.03% | −4−0.1% | Reduced |
| West Family Investments, Inc. | 4,153 | $390.5K | 0.14% | +898+27.6% | Added |
| Moneta Group Investment Advisors LLC | 4,127 | $388.1K | 0.01% | +827+25.1% | Added |
| AdvisorNet Financial, Inc | 4,097 | $385.2K | 0.03% | +1,530+59.6% | Added |
| Alhambra Investment Partners LLC | 4,085 | $384.2K | 0.20% | 00.0% | Unchanged |
| Plancorp, LLC | 4,082 | $383.9K | 0.02% | +34+0.8% | Added |
| Cornerstone Enterprises, LLC | 4,080 | $383.7K | 0.23% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $382.6K | 0.11% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,063 | $382.1K | 0.01% | +542+15.4% | Added |
| Bard Financial Services, Inc. | 4,060 | $381.8K | 0.05% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,057 | $381.5K | 0.02% | −365−8.3% | Reduced |
| Everence Capital Management Inc | 4,050 | $381.0K | 0.02% | −3,900−49.1% | Reduced |
| Phillips Wealth Planners LLC | 4,064 | $379.6K | 0.38% | +20.0% | Added |
| Frank, Rimerman Advisors LLC | 4,023 | $378.3K | 0.03% | +919+29.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,012 | $377.3K | 0.01% | −121−2.9% | Reduced |
| Coldstream Capital Management Inc | 4,006 | $376.7K | 0.01% | +317+8.6% | Added |
| AlphaCore Capital LLC | 4,001 | $376.2K | 0.08% | −533−11.8% | Reduced |
| Carret Asset Management, LLC | 4,000 | $376.2K | 0.04% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,004 | $376.0K | 0.03% | +4,004 | New |
| Centennial Wealth Advisory LLC | 3,997 | $375.9K | 0.15% | +326+8.9% | Added |
| Mission Wealth Management, LP | 3,996 | $375.8K | 0.01% | +12+0.3% | Added |
| Tyler-Stone Wealth Management | 3,990 | $375.2K | 0.07% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 3,945 | $371.0K | 0.12% | −564−12.5% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 3,931 | $369.7K | 0.03% | −200−4.8% | Reduced |
| Park National Corp | 3,927 | $369.3K | 0.01% | −37−0.9% | Reduced |
| Callan Family Office, LLC | 3,927 | $369.3K | 0.02% | +3,927 | New |
| V-Square Quantitative Management LLC | 3,913 | $368.0K | 0.05% | −335−7.9% | Reduced |
| Weiss Asset Management LP | 3,912 | $367.9K | 0.01% | +3,912 | New |
| Smithfield Trust Co | 3,898 | $367.0K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,887 | $366.0K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,890 | $365.8K | 0.07% | −644−14.2% | Reduced |
| Greenfield Savings Bank | 3,867 | $363.7K | 0.17% | −501−11.5% | Reduced |
| ZWJ Investment Counsel Inc | 3,862 | $363.2K | 0.02% | +174+4.7% | Added |
| ProVise Management Group, LLC | 3,853 | $362.3K | 0.03% | +1,001+35.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,835 | $360.6K | 0.04% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $358.9K | 0.11% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $357.8K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,746 | $352.3K | 0.07% | +54+1.5% | Added |
| Callan Capital, LLC | 3,745 | $352.2K | 0.03% | −63−1.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,744 | $352.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,743 | $352.0K | 0.23% | −1,744−31.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 3,722 | $350.0K | 0.02% | +3,722 | New |
| Alps Advisors Inc | 3,700 | $347.9K | 0.00% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 3,695 | $347.5K | 0.05% | −610−14.2% | Reduced |
| United Capital Financial Advisers, LLC | 3,687 | $346.7K | 0.00% | −604−14.1% | Reduced |
| Certior Financial Group, LLC | 3,682 | $346.3K | 0.31% | +3,682 | New |
| Aegis Wealth Management LLC | 3,671 | $345.2K | 0.23% | +3,671 | New |
| Hanson & Doremus Investment Management | 3,659 | $344.0K | 0.05% | −51−1.4% | Reduced |
| Diversify Advisory Services, LLC | 3,680 | $343.7K | 0.02% | −323−8.1% | Reduced |
| Eqis Capital Management, Inc. | 3,644 | $342.7K | 0.03% | −432−10.6% | Reduced |
| Transcend Wealth Collective, LLC | 3,641 | $342.4K | 0.02% | +46+1.3% | Added |
| Blue Chip Partners, Inc. | 3,639 | $342.2K | 0.03% | +286+8.5% | Added |
| Capital Advisors Inc | 3,628 | $341.2K | 0.01% | −34−0.9% | Reduced |
| Walleye Capital LLC | 3,574 | $336.1K | 0.00% | −5,202−59.3% | Reduced |
| Nilsine Partners, LLC | 3,555 | $334.3K | 0.04% | −500−12.3% | Reduced |
| Los Angeles Capital Management LLC | 3,545 | $333.4K | 0.00% | −1,055−22.9% | Reduced |
| First Foundation Advisors | 3,541 | $333.0K | 0.01% | −41−1.1% | Reduced |
| Flow Traders U.S. LLC | 3,527 | $332.0K | 0.01% | +3,527 | New |
| Robertson Stephens Wealth Management, LLC | 3,519 | $330.9K | 0.01% | −41−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,478 | $327.0K | 0.02% | +411+13.4% | Added |
| Chicago Partners Investment Group LLC | 3,447 | $326.6K | 0.01% | −461−11.8% | Reduced |
| Hartford Funds Management Co LLC | 3,468 | $326.1K | 0.03% | +490+16.5% | Added |
| F/M Investments LLC | 3,461 | $325.5K | 0.01% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 3,448 | $324.3K | 0.35% | +3,448 | New |
| Evexia Wealth LLC | 3,158 | $321.5K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 3,417 | $321.3K | 0.03% | +17+0.5% | Added |
| Second Line Capital, LLC | 3,396 | $319.4K | 0.09% | +1,203+54.9% | Added |
| WSFS Capital Management, LLC | 3,377 | $317.6K | 0.02% | −32−0.9% | Reduced |
| Change Path, LLC | 3,352 | $315.3K | 0.01% | +3,352 | New |
| Moment Partners, LLC | 3,338 | $313.9K | 0.06% | +3,338 | New |
| Monument Capital Management | 3,337 | $313.8K | 0.09% | +3+0.1% | Added |
| Summit Asset Management, LLC | 3,335 | $313.6K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,317 | $311.9K | 0.01% | −4−0.1% | Reduced |
| CWS Financial Advisors, LLC | 3,293 | $309.6K | 0.10% | +1,212+58.2% | Added |
| 1st Source Bank | 3,288 | $309.2K | 0.02% | +57+1.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,265 | $307.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,262 | $306.8K | 0.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,108 | $305.8K | 0.01% | +161+5.5% | Added |
| Premier Path Wealth Partners, LLC | 3,237 | $304.4K | 0.05% | +386+13.5% | Added |
| Cigna Investments Inc | 3,230 | $304.0K | 0.05% | 00.0% | Unchanged |
| Pitcairn Co | 3,229 | $303.7K | 0.02% | −53−1.6% | Reduced |
| Advisor OS, LLC | 3,222 | $303.0K | 0.04% | +110+3.5% | Added |
| Jacobi Capital Management LLC | 3,182 | $299.2K | 0.02% | +334+11.7% | Added |
| Keystone Financial Group | 3,171 | $298.2K | 0.03% | +10.0% | Added |
| SRS Capital Advisors, Inc. | 3,148 | $296.0K | 0.02% | +2,587+461.1% | Added |
| Cypress Wealth Services, LLC | 3,113 | $292.7K | 0.06% | +25+0.8% | Added |
| Gryphon Financial Partners LLC | 3,106 | $292.1K | 0.04% | +24+0.8% | Added |
| Prudential PLC | 3,091 | $290.7K | 0.00% | −2,317−42.8% | Reduced |
| Old North State Wealth Management, LLC | 3,073 | $289.4K | 0.16% | +356+13.1% | Added |
| Bingham Private Wealth, LLC | 3,075 | $289.2K | 0.31% | +3,075 | New |
| Crews Bank & Trust | 3,070 | $288.7K | 0.05% | +3,070 | New |
| CRA Financial Services, LLC | 3,051 | $286.9K | 0.05% | +10.0% | Added |
| International Assets Investment Management, LLC | 3,049 | $286.5K | 0.02% | −300,466−99.0% | Reduced |
| Western Wealth Management, LLC | 3,030 | $284.9K | 0.02% | +285+10.4% | Added |
| Sagespring Wealth Partners, LLC | 3,029 | $284.8K | 0.01% | +3,029 | New |