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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.

Q1 2023 vs. Q4 2022

How the institutions holding Wec Energy Group, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of WEC: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,068231,018−27
Shares239.1M199.3K237.3M−1.60M (−0.7%)
Value$22.4B$18.8M$22.5B+$93.4M (+0.4%)

23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Wec Energy Group, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to WEC in Q1 2023
InstitutionSharesValue% of portfolio
T. Rowe Price Investment Management, Inc.2,014,813$191.0M0.14%
Eagle Asset Management Inc394,046$37.4M0.22%
Confluence Investment Management LLC223,283$21.2M0.31%
Rovida Advisors Inc.132,625$12.6M4.90%
Balyasny Asset Management LLC109,537$10.4M0.03%
Beck Bode, LLC106,049$10.1M2.47%
Trexquant Investment LP73,431$6.96M0.19%
Walleye Capital LLC56,645$5.37M0.11%
Occudo Quantitative Strategies LP41,166$3.90M0.35%
Element Capital Management LLC39,264$3.72M0.28%
Brinker Capital Investments, LLC31,179$2.96M0.04%
Icon Wealth Partners, LLC19,702$1.87M0.20%
Wealth Enhancement Advisory Services, LLC14,734$1.40M0.02%
Inceptionr LLC12,049$1.14M0.37%
Crestline Management, LP11,000$1.04M0.13%
Private Advisor Group, LLC10,579$1.00M0.01%
Vinva Investment Management Ltd9,385$886.4K0.07%
FORA Capital, LLC8,442$800.2K0.08%
Ergoteles LLC8,334$790.0K0.03%
Mattern Wealth Management LLC7,320$693.9K0.23%
Sciencast Management LP7,293$685.4K0.91%
Milestone Investment Advisors LLC5,418$513.6K0.16%
Claro Advisors LLC5,292$501.6K0.15%
Titleist Asset Management, LLC5,290$501.5K0.11%
Nilsine Partners, LLC4,674$443.0K0.07%
Brookfield Asset Management Inc.4,601$436.1K0.00%
Level Four Advisory Services, LLC4,202$398.3K0.03%
AlphaCore Capital LLC4,065$385.4K0.10%
Howe & Rusling Inc4,019$381.0K0.05%
Chesapeake Asset Management LLC3,774$357.8K0.33%
Daymark Wealth Partners, LLC3,767$357.1K0.05%
Ambassador Advisors, LLC3,446$323.3K0.07%
MQS Management LLC3,383$320.7K0.21%
RSM US Wealth Management LLC2,985$282.9K0.01%
Ostrum Asset Management2,946$279.3K0.02%
West Michigan Advisors, LLC2,864$271.5K0.15%
CWS Financial Advisors, LLC2,754$261.0K0.10%
GPS Wealth Strategies Group, LLC2,689$254.9K0.05%
Empire Financial Management Company, LLC2,624$248.8K0.10%
Cresset Asset Management, LLC2,519$238.8K0.00%
Jefferies Financial Group Inc.2,516$238.5K0.01%
Trustmark National Bank Trust Department2,493$236.3K0.02%
Evergreen Capital Management LLC2,447$232.0K0.01%
Graypoint LLC2,416$229.0K0.02%
AMG National Trust Bank2,355$223.2K0.01%
Blossom Wealth Management2,341$221.9K0.90%
Liberty Wealth Management LLC2,337$221.6K0.05%
StoneX Group Inc.2,294$217.4K0.02%
PEAK6 Investments LLC2,223$210.7K0.01%
Pinnacle Associates Ltd2,221$210.5K0.00%
Waldron Private Wealth LLC2,200$208.5K0.01%
Aptus Capital Advisors, LLC2,141$203.0K0.01%
Intrust Bank NA2,128$201.7K0.03%
Strategic Investment Solutions, Inc.1,502$142.4K0.03%
Granite FO LLC950$91.4K0.06%
Atlantic Private Wealth, LLC892$84.5K0.09%
Avalon Trust Co771$73.1K0.01%
Register Financial Advisors LLC720$68.2K0.05%
Group One Trading, L.P.547$51.9K0.00%
Sunbelt Securities, Inc.470$44.4K0.01%
GW&K Investment Management, LLC450$43.0K0.00%
Laurel Wealth Advisors LLC426$40.4K0.01%
Graham Capital Wealth Management, LLC257$24.4K0.04%
Stephens Consulting, LLC228$21.6K0.01%
Carmel Capital Partners, LLC150$14.2K0.01%
Caldwell Sutter Capital, Inc.100$9.48K0.01%
Tucker Asset Management LLC73$6.92K0.00%
Ridgewood Investments LLC48$4.52K0.00%
Capital Analysts, LLC38$4.00K0.00%
Grove Bank & Trust42$3.98K0.00%
WealthPLAN Partners, LLC23$2.18K0.00%
Psagot Value Holdings Ltd. / (Israel)6$1.00K0.00%
Morton Brown Family Wealth, LLC9$8530.00%
Grey Fox Wealth Advisors, LLC9$8530.00%
USA Financial Portformulas Corp5$4740.00%
Core Alternative Capital5$4740.00%
Ahrens Investment Partners LLC1$950.00%
Avion Wealth5$00.00%
Quilter Plc236––

Sold out (106)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 106 by value.

Institutions that sold out of WEC in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Marshall Wace, LLP181,585$17.0M
Cubist Systematic Strategies, LLC128,123$12.0M
Twinbeech Capital LP104,258$9.78M
Railway Pension Investments Ltd92,100$8.64M
Dynamic Technology Lab Private Ltd56,959$5.34M
Aquatic Capital Management LLC52,300$4.90M
Tudor Investment Corp Et Al47,838$4.49M
ExodusPoint Capital Management, LP47,371$4.44M
Redmont Wealth Advisors LLC43,046$4.04M
Duality Advisers, LP41,570$3.90M
Agf Management Ltd34,766$3.26M
Econ Financial Services Corp21,512$2.02M
CTC Capital Management, LLC20,700$1.94M
Centiva Capital, LP18,853$1.77M
MayTech Global Investments, LLC17,432$1.63M
Allstate Corp17,161$1.61M
Marks Group Wealth Management, Inc14,656$1.37M
Qsemble Capital Management, LP13,400$1.26M
Verition Fund Management LLC12,401$1.16M
United Services Automobile Association11,550$1.08M
Toews Corp8,200$768.8K
Machina Capital S.A.S.7,728$724.6K
Quantamental Technologies LLC7,351$689.2K
Tiedemann Advisors, LLC7,003$656.6K
Park Avenue Securities LLC6,682$626.0K
Tradewinds, LLC.3,944$618.8K
Bridgefront Capital, LLC6,553$614.4K
FIL Ltd6,541$613.3K
Stevens Capital Management LP6,037$566.0K
Kula Investments, LLC5,945$557.4K
Jackson Creek Investment Advisors LLC5,872$551.0K
CenterStar Asset Management, LLC–$477.0K
Schonfeld Strategic Advisors LLC4,877$457.3K
ISAM Funds (UK) Ltd4,792$449.3K
Arete Wealth Advisors, LLC4,629$434.0K
Ascent Group, LLC4,589$430.3K
Northstar Asset Management Inc4,500$421.9K
CMC Financial Group4,464$419.6K
Wintrust Investments LLC4,465$419.0K
Prime Capital Investment Advisors, LLC4,349$407.8K
Virtue Capital Management, LLC4,328$405.8K
Virtus ETF Advisers LLC4,275$400.8K
Two Sigma Securities, LLC4,150$389.1K
Scissortail Wealth Management, LLC3,990$372.0K
Accurate Wealth Management, LLC3,713$359.1K
Centennial Bank3,625$339.9K
World Equity Group, Inc.3,601$337.6K
Premier Asset Management LLC3,598$337.3K
Simmons Bank3,558$333.6K
Gilbert & Cook, Inc.3,385$317.4K
Shorepoint Capital Partners LLC3,358$315.0K
Peoples Bank3,329$312.1K
Kovitz Investment Group Partners, LLC3,060$287.0K
Strategic Blueprint, LLC2,958$277.3K
Woodward Diversified Capital, LLC2,947$276.3K
Synovus Financial Corp2,879$269.9K
XTX Topco Ltd2,833$265.6K
Utah Peaks Capital Inc2,622$245.8K
Busey Wealth Management2,486$233.1K
StrongBox Wealth, LLC2,387$223.8K
Money Concepts Capital Corp2,370$222.2K
Hamilton Capital, LLC2,337$219.1K
FourThought Financial Partners, LLC2,303$216.0K
Pinnacle Wealth Planning Services, Inc.2,266$212.5K
Exchange Capital Management, Inc.2,246$210.6K
Principal Street Partners, LLC2,240$210.0K
Denali Advisors LLC2,200$206.3K
Eudaimonia Partners, LLC2,190$205.3K
Robertson Stephens Wealth Management, LLC2,171$203.6K
Capstone Investment Advisors, LLC2,125$199.2K
Gyon Technologies Capital Management, LP1,234$115.7K
Zullo Investment Group, Inc.859$80.5K
General Partner, Inc.730$68.4K
High Net Worth Advisory Group LLC687$64.4K
U.S. Capital Wealth Advisors, LLC645$60.5K
AM Squared Ltd600$56.3K
Comerica Securities,inc.583$54.7K
DuPont Capital Management Corp531$49.8K
Bellwether Advisors, LLC511$47.9K
Altshuler Shaham Ltd493$46.2K
RWM Asset Management, LLC463$43.4K
VitalStone Financial, LLC371$35.0K
Leonteq Securities AG367$34.4K
Richard W. Paul & Associates, LLC320$30.0K
Evermay Wealth Management LLC278$26.1K
Glassy Mountain Advisors, Inc.278$26.1K
New Millennium Group LLC221$20.7K
Bogart Wealth, LLC202$18.9K
Cyrus J. Lawrence, LLC167$17.0K
J.Safra Asset Management Corp143$13.0K
First PREMIER Bank112$11.0K
Seldon Capital LP105$9.85K
Truvestments Capital LLC97$9.10K
Ten Capital Wealth Advisors, LLC79$7.41K
Hallmark Capital Management Inc75$7.03K
Aua Capital Management, LLC42$3.94K
My Personal CFO, LLC35$3.28K
Tradewinds Capital Management, LLC34$3.19K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.30$3.00K
Activest Wealth Management14$1.31K

Not filed for Q1 2023 yet (23)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Gofen & Glossberg LLC54,354$5.10M
Comerica Bank46,437$4.41M
Icon Wealth Advisors, LLC23,519$2.21M
Allstate Investment Management Co17,161$1.61M
Laurel Wealth Advisors, Inc.8,705$816.0K
Neo Ivy Capital Management7,716$723.0K
Alaska Permanent Fund Corp7,051$661.0K
Seeyond6,607$619.5K
Ascension Asset Management LLC3,500$328.2K
Financial Advisors Network, Inc.3,333$312.5K
Alpha Paradigm Partners, LLC3,286$308.0K
Keystone Financial Group3,045$285.5K
Autus Asset Management, LLC2,700$253.2K
Boenning & Scattergood, Inc.2,443$244.0K
YorkBridge Wealth Partners, LLC2,565$240.5K
Zeke Capital Advisors, LLC2,167$203.2K
Tyler-Stone Wealth Management2,155$202.0K
Glass Jacobson Investment Advisors llc1,168$109.5K
Sargent Bickham Lagudis LLC613$57.5K
Cornerstone Planning Group LLC479$44.0K
St Germain D J Co Inc150$14.1K
CoreCap Advisors, LLC106$9.94K
Cribstone Capital Management, LLC10$938