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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.

13F holders, Q1 2023

Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2023. 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
1,018
−27 vs. Q4 2022
Shares held
237.3M
−1.60M (−0.7%) vs. Q4 2022
Total value
$22.5B
+$93.4M (+0.4%) vs. Q4 2022
New holders
79
368 more added
Sold out
106
321 more reduced

23 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,018 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ1 2023: $22.5B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q4 2022.

Institutions holding WEC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth5$00.00%+5New
Ellevest, Inc.0$10.00%0Unchanged
Ahrens Investment Partners LLC1$950.00%+1New
Slocum, Gordon & Co LLP1$970.00%00.0%Unchanged
Sofos Investments, Inc.95$3550.02%+1+1.1%Added
True Wealth Design, LLC4$3800.00%−67−94.4%Reduced
Financial Synergies Wealth Advisors, Inc.4$3800.00%00.0%Unchanged
Wolff Wiese Magana LLC5$4740.00%00.0%Unchanged
USA Financial Portformulas Corp5$4740.00%+5New
Core Alternative Capital5$4740.00%+5New
Accel Wealth Management6$5780.00%−100−94.3%Reduced
WestEnd Advisors, LLC–$6640.00%––
PSI Advisors, LLC8$7580.00%00.0%Unchanged
Morton Brown Family Wealth, LLC9$8530.00%+9New
Grey Fox Wealth Advisors, LLC9$8530.00%+9New
Highline Wealth Partners LLC10$9480.00%00.0%Unchanged
Penserra Capital Management LLC18$1.00K0.00%−35,592−99.9%Reduced
ClariVest Asset Management LLC11$1.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)6$1.00K0.00%+6New
Glen Eagle Advisors, LLC17$1.61K0.00%00.0%Unchanged
Logan Capital Management Inc18$1.71K0.00%00.0%Unchanged
SJS Investment Consulting Inc.19$1.80K0.00%−3−13.6%Reduced
Armstrong Advisory Group, Inc21$1.99K0.00%00.0%Unchanged
WealthPLAN Partners, LLC23$2.18K0.00%+23New
MCF Advisors LLC25$2.37K0.00%00.0%Unchanged
DecisionPoint Financial, LLC25$2.37K0.00%00.0%Unchanged
Horan Securities, Inc.29$2.75K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC34$3.22K0.00%00.0%Unchanged
Manchester Capital Management LLC35$3.32K0.00%−735−95.5%Reduced
Western Pacific Wealth Management, LP38$3.60K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$3.79K0.00%00.0%Unchanged
Grove Bank & Trust42$3.98K0.00%+42New
Schubert & Co42$3.98K0.00%+3+7.7%Added
Capital Analysts, LLC38$4.00K0.00%+38New
Ridgewood Investments LLC48$4.52K0.00%+48New
Abound Wealth Management49$4.65K0.00%00.0%Unchanged
Sageworth Trust Co53$5.02K0.00%+43+430.0%Added
SRS Capital Advisors, Inc.60$5.71K0.00%+42+233.3%Added
McIlrath & Eck, LLC61$5.78K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.62$5.88K0.00%00.0%Unchanged
Kelly Financial Services LLC65$6.16K0.00%00.0%Unchanged
Baystate Wealth Management LLC65$6.24K0.00%00.0%Unchanged
Tucker Asset Management LLC73$6.92K0.00%+73New
Steward Financial Group LLC83$7.00K0.00%+34+69.4%Added
Washington Trust Advisors, Inc.76$7.21K0.00%+4+5.6%Added
Investors Research Corp77$7.30K0.00%00.0%Unchanged
Solstein Capital, LLC82$7.77K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.85$8.06K0.00%+67+372.2%Added
Bell Investment Advisors, Inc93$8.82K0.00%+33+55.0%Added
JFS Wealth Advisors, LLC99$9.38K0.00%+7+7.6%Added
NVWM, LLC100$9.48K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$9.48K0.01%00.0%Unchanged
Compass Wealth Management LLC100$9.48K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.100$9.48K0.01%+100New
Eagle Bay Advisors LLC100$9.52K0.01%00.0%Unchanged
JJJ Advisors Inc.101$9.78K0.00%00.0%Unchanged
Key Financial Inc106$10.0K0.00%00.0%Unchanged
WR Wealth Planners, LLC110$10.4K0.00%00.0%Unchanged
Larson Financial Group LLC114$10.8K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group116$11.0K0.00%00.0%Unchanged
Quarry LP116$11.0K0.01%+97+510.5%Added
Tfo-TDC, LLC116$11.0K0.00%+94+427.3%Added
Legend Financial Advisors, Inc.124$11.8K0.01%00.0%Unchanged
Baldwin Brothers Inc125$11.8K0.00%00.0%Unchanged
Mascoma Wealth Management LLC125$12.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.133$12.6K0.00%+2+1.5%Added
Jackson, Grant Investment Advisers, Inc.139$13.2K0.01%00.0%Unchanged
Carmel Capital Partners, LLC150$14.2K0.01%+150New
New Hampshire Trust161$15.3K0.00%00.0%Unchanged
AXS Investments LLC163$15.5K0.01%−8−4.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt165$15.6K0.00%00.0%Unchanged
Syverson Strege & Co165$15.7K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC169$16.0K0.00%−70−29.3%Reduced
Cary Street Partners Asset Management LLC169$16.0K0.00%00.0%Unchanged
First Community Trust NA192$18.2K0.02%00.0%Unchanged
Disciplined Investments, LLC194$18.4K0.01%+3+1.6%Added
Highlander Capital Management, LLC200$19.0K0.01%00.0%Unchanged
Copeland Capital Management, LLC204$19.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP204$19.3K0.00%−2−1.0%Reduced
Cullen/Frost Bankers, Inc.205$19.4K0.00%−13−6.0%Reduced
TCI Wealth Advisors, Inc.217$20.6K0.00%−2−0.9%Reduced
Covestor Ltd217$21.0K0.02%+19+9.6%Added
Financial Management Professionals, Inc.217$21.0K0.00%+85+64.4%Added
Baker Avenue Asset Management, LP223$21.1K0.00%−67−23.1%Reduced
Boyd Watterson Asset Management LLC228$21.6K0.01%00.0%Unchanged
Stephens Consulting, LLC228$21.6K0.01%+228New
Raleigh Capital Management Inc.233$22.1K0.01%−3,258−93.3%Reduced
CoreFirst Bank & Trust245$23.2K0.02%00.0%Unchanged
Versant Capital Management, Inc250$23.7K0.01%−14−5.3%Reduced
Central Bank & Trust Co250$23.7K0.00%00.0%Unchanged
Princeton Global Asset Management LLC253$24.0K0.01%+1+0.4%Added
Graham Capital Wealth Management, LLC257$24.4K0.04%+257New
Achmea Investment Management B.V.262$25.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC270$25.3K0.01%00.0%Unchanged
Asset Dedication, LLC276$26.0K0.00%−7−2.5%Reduced
Lumature Wealth Partners, LLC278$26.4K0.01%00.0%Unchanged
Webster Bank, N. A.282$26.7K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.288$27.3K0.01%00.0%Unchanged
Silvant Capital Management LLC290$27.5K0.00%00.0%Unchanged
Arrow Financial Corp300$28.4K0.00%00.0%Unchanged