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 |
|---|---|---|---|---|---|
| True Vision MN LLC | 3,025 | $284.4K | 0.17% | +26+0.9% | Added |
| New Century Financial Group, LLC | 3,030 | $284.2K | 0.12% | −449−12.9% | Reduced |
| MJP Associates Inc | 3,019 | $283.9K | 0.05% | +98+3.4% | Added |
| D L Carlson Investment Group Inc | 3,016 | $283.6K | 0.05% | 00.0% | Unchanged |
| Ossiam | 3,010 | $283.1K | 0.00% | +3,010 | New |
| Sonora Investment Management Group, LLC | 3,002 | $282.3K | 0.02% | +53+1.8% | Added |
| Bremer Bank National Association | 2,993 | $281.5K | 0.06% | −15−0.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,985 | $280.7K | 0.03% | +2,985 | New |
| Successful Portfolios LLC | 2,984 | $280.7K | 0.19% | 00.0% | Unchanged |
| Bank of Stockton | 2,982 | $280.4K | 0.09% | 00.0% | Unchanged |
| Glenview Trust Co | 2,978 | $280.1K | 0.01% | −142−4.6% | Reduced |
| Teacher Retirement System of Texas | 2,959 | $278.0K | 0.00% | +844+39.9% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,951 | $277.5K | 0.29% | −92−3.0% | Reduced |
| Compass Financial Group, INC | 2,938 | $276.3K | 0.05% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $275.4K | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,917 | $274.3K | 0.04% | −368−11.2% | Reduced |
| Dahring | Cusmano LLC | 2,908 | $273.5K | 0.25% | +2,908 | New |
| Lodestone Wealth Management LLC | 2,888 | $271.6K | 0.14% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,879 | $270.8K | 0.06% | +2,879 | New |
| Zacks Investment Management | 2,877 | $270.5K | 0.00% | −45−1.5% | Reduced |
| HTLF Bank | 2,875 | $270.4K | 0.03% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,868 | $269.7K | 0.09% | −709−19.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,866 | $269.5K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2,840 | $267.1K | 0.07% | −182−6.0% | Reduced |
| DSG Capital Advisors, LLC | 2,827 | $265.9K | 0.05% | +2,827 | New |
| Weaver Capital Management LLC | 2,824 | $265.6K | 0.07% | −785−21.8% | Reduced |
| Brady Family Wealth, LLC | 2,821 | $265.3K | 0.08% | +6+0.2% | Added |
| International Private Wealth Advisors LLC | 2,817 | $264.9K | 0.26% | +86+3.1% | Added |
| WFA Asset Management Corp | 2,800 | $263.3K | 0.14% | −289−9.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,790 | $262.4K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,790 | $262.4K | 0.01% | +106+3.9% | Added |
| MTM Investment Management, LLC | 2,785 | $261.9K | 0.10% | −15−0.5% | Reduced |
| B&L Asset Management LLC | 2,777 | $261.1K | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,770 | $260.5K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 2,759 | $259.5K | 0.00% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,756 | $259.2K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2,753 | $258.9K | 0.03% | −207−7.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,752 | $258.8K | 0.10% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,747 | $258.3K | 0.01% | +218+8.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $258.1K | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,729 | $258.0K | 0.01% | +2,729 | New |
| Kovack Advisors, Inc. | 2,742 | $257.9K | 0.03% | +23+0.8% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,733 | $257.0K | 0.19% | +7+0.3% | Added |
| Aaron Wealth Advisors | 2,731 | $256.8K | 0.03% | +2,731 | New |
| Beacon Investment Advisors LLC | 2,726 | $256.4K | 0.12% | +6+0.2% | Added |
| GWN Securities Inc. | 2,615 | $256.3K | 0.07% | +2,615 | New |
| Financial Counselors Inc | 2,725 | $256.3K | 0.00% | +622+29.6% | Added |
| Capital Asset Advisory Services LLC | 2,728 | $255.9K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,708 | $254.7K | 0.04% | +16+0.6% | Added |
| TSFG, LLC | 2,699 | $254.0K | 0.05% | +119+4.6% | Added |
| Argent Trust Co | 2,688 | $252.8K | 0.01% | −100−3.6% | Reduced |
| Capital Investment Services of America, Inc. | 2,686 | $252.6K | 0.02% | −100−3.6% | Reduced |
| Adviser Investments LLC | 2,666 | $250.8K | 0.00% | −242−8.3% | Reduced |
| Wealthcare Advisory Partners LLC | 2,658 | $250.0K | 0.01% | +140+5.6% | Added |
| Ironwood Investment Counsel, LLC | 2,654 | $249.6K | 0.04% | −31−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,647 | $248.9K | 0.06% | −187−6.6% | Reduced |
| CAPROCK Group, Inc. | 2,644 | $248.7K | 0.01% | +2,644 | New |
| Umb Bank N A | 2,641 | $248.4K | 0.00% | +169+6.8% | Added |
| Cobblestone Capital Advisors LLC | 2,640 | $248.3K | 0.01% | +3+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 2,637 | $248.0K | 0.19% | +285+12.1% | Added |
| Fidelis Capital Partners, LLC | 2,468 | $247.9K | 0.02% | +83+3.5% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $247.1K | 0.02% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,640 | $246.6K | 0.05% | −44−1.6% | Reduced |
| Providence Wealth Advisors, LLC | 2,665 | $246.5K | 0.19% | +8+0.3% | Added |
| Clayton Financial Group LLC | 2,616 | $246.0K | 0.09% | +175+7.2% | Added |
| Wrapmanager Inc | 2,602 | $244.7K | 0.06% | −448−14.7% | Reduced |
| Legacy Financial Strategies, LLC | 2,602 | $244.6K | 0.05% | +17+0.7% | Added |
| Turning Point Benefit Group, Inc. | 2,595 | $243.6K | 0.23% | +2,595 | New |
| Boston Financial Mangement LLC | 2,572 | $241.9K | 0.01% | −135−5.0% | Reduced |
| Chesapeake Asset Management LLC | 2,568 | $241.5K | 0.22% | −112−4.2% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,565 | $241.0K | 0.17% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,561 | $240.8K | 0.07% | +2,561 | New |
| Norris Perne & French LLP | 2,542 | $239.1K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,540 | $238.9K | 0.04% | −328−11.4% | Reduced |
| Custom Index Systems, LLC | 2,529 | $237.8K | 0.13% | +2,529 | New |
| Ipswich Investment Management Co., Inc. | 2,512 | $236.2K | 0.06% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,497 | $236.2K | 0.08% | +355+16.6% | Added |
| Stonebridge Capital Advisors LLC | 2,501 | $235.2K | 0.02% | +2,501 | New |
| John G Ullman & Associates Inc | 2,487 | $233.9K | 0.03% | −100−3.9% | Reduced |
| Liberty Capital Management, Inc. | 2,486 | $233.8K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,482 | $233.4K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,310 | $233.0K | 0.07% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,477 | $232.9K | 0.07% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,460 | $231.4K | 0.13% | +205+9.1% | Added |
| Midwest Professional Planners, LTD. | 2,457 | $231.1K | 0.07% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,436 | $229.1K | 0.06% | −2,557−51.2% | Reduced |
| Ieq Capital, LLC | 2,426 | $228.2K | 0.00% | −8,231−77.2% | Reduced |
| Planning Center, Inc. | 2,382 | $224.0K | 0.03% | −29−1.2% | Reduced |
| Hilltop Partners LLC | 2,377 | $223.5K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,373 | $223.1K | 0.01% | −82−3.3% | Reduced |
| Monetary Management Group Inc | 2,350 | $221.0K | 0.06% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 2,349 | $221.0K | 0.02% | −5,768−71.1% | Reduced |
| Blueshift Asset Management, LLC | 2,323 | $218.5K | 0.08% | +2,323 | New |
| Stanley-Laman Group, Ltd. | 2,316 | $217.8K | 0.03% | −44−1.9% | Reduced |
| Massmutual Trust Co FSB | 2,305 | $216.8K | 0.01% | +57+2.5% | Added |
| RDA Financial Network | 2,304 | $216.7K | 0.06% | +22+1.0% | Added |
| First Interstate Bank | 2,300 | $216.3K | 0.01% | −225−8.9% | Reduced |
| Gateway Wealth Partners, LLC | 2,298 | $216.1K | 0.06% | +10.0% | Added |
| Baader Bank INC | 2,298 | $216.1K | 0.02% | +2,298 | New |
| Park Place Capital Corp | 2,297 | $216.0K | 0.06% | +85+3.8% | Added |