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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 303 | $28.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 307 | $29.1K | 0.00% | +35+12.9% | Added |
| First Personal Financial Services | 320 | $30.3K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $30.9K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $31.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $31.1K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 330 | $31.3K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 334 | $31.7K | 0.02% | −2,668−88.9% | Reduced |
| Trust Co | 338 | $32.0K | 0.00% | −53−13.6% | Reduced |
| Valley National Advisers Inc | 338 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 350 | $33.2K | 0.00% | −7−2.0% | Reduced |
| CVA Family Office, LLC | 360 | $34.1K | 0.01% | −15−4.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 360 | $34.1K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 404 | $38.3K | 0.00% | +219+118.4% | Added |
| Clearview Wealth Advisors LLC | 409 | $38.8K | 0.04% | +2+0.5% | Added |
| Credit Agricole S A | 412 | $39.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $39.6K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $39.8K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 426 | $40.4K | 0.01% | +426 | New |
| Essex Investment Management Co LLC | 430 | $40.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 441 | $42.0K | 0.02% | +26+6.3% | Added |
| GW&K Investment Management, LLC | 450 | $43.0K | 0.00% | +450 | New |
| Sittner & Nelson, LLC | 457 | $43.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $43.5K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $43.7K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 466 | $44.0K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 470 | $44.4K | 0.01% | +470 | New |
| SOA Wealth Advisors, LLC. | 480 | $45.5K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 500 | $47.4K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 509 | $48.2K | 0.02% | +41+8.8% | Added |
| Resources Management Corp | 193 | $49.0K | 0.01% | −8,469−97.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $50.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 526 | $50.0K | 0.00% | +190+56.5% | Added |
| Horizons Wealth Management | 541 | $51.2K | 0.04% | 00.0% | Unchanged |
| Group One Trading, L.P. | 547 | $51.9K | 0.00% | +547 | New |
| TD Waterhouse Canada Inc. | 529 | $52.0K | 0.00% | −32−5.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 553 | $52.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $52.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 560 | $53.1K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 566 | $53.7K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 575 | $54.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $54.8K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 582 | $55.2K | 0.00% | +43+8.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 583 | $55.3K | 0.00% | +387+197.4% | Added |
| Strengthening Families & Communities, LLC | 586 | $56.0K | 0.05% | +5+0.9% | Added |
| Glassman Wealth Services | 594 | $56.3K | 0.01% | +65+12.3% | Added |
| Barrett & Company, Inc. | 600 | $56.9K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $56.9K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $58.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 615 | $58.3K | 0.01% | +87+16.5% | Added |
| Clear Street Markets LLC | 620 | $59.0K | 0.02% | +301+94.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $61.6K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 650 | $61.6K | 0.01% | +50+8.3% | Added |
| First Horizon Advisors, Inc. | 681 | $64.6K | 0.00% | −36−5.0% | Reduced |
| Operose Advisors LLC | 681 | $64.6K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 688 | $65.2K | 0.01% | +73+11.9% | Added |
| Colonial Trust Co | 713 | $67.6K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 720 | $68.2K | 0.05% | +720 | New |
| Trust Co of Vermont | 729 | $69.1K | 0.00% | +299+69.5% | Added |
| Independence Bank of Kentucky | 756 | $71.7K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 771 | $73.1K | 0.01% | +771 | New |
| Prestige Wealth Management Group LLC | 781 | $74.0K | 0.02% | −22−2.7% | Reduced |
| Mendota Financial Group, LLC | 748 | $74.6K | 0.07% | −16−2.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 800 | $76.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 820 | $77.7K | 0.03% | −164−16.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 821 | $77.8K | 0.04% | −73−8.2% | Reduced |
| Stonebridge Capital Advisors LLC | 875 | $83.0K | 0.01% | −184−17.4% | Reduced |
| Rosenberg Matthew Hamilton | 883 | $83.7K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 867 | $83.9K | 0.06% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 892 | $84.5K | 0.09% | +892 | New |
| Capital Advisors, Ltd. LLC | 912 | $86.0K | 0.01% | +41+4.7% | Added |
| Lindbrook Capital, LLC | 938 | $88.9K | 0.01% | +637+211.6% | Added |
| Carolinas Wealth Consulting LLC | 16,485 | $89.4K | 0.02% | +22+0.1% | Added |
| Granite FO LLC | 950 | $91.4K | 0.06% | +950 | New |
| Pinnacle Bancorp, Inc. | 982 | $93.1K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $94.8K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $94.8K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,035 | $98.1K | 0.00% | −1,159−52.8% | Reduced |
| Citadel Advisors LLC | 1,045 | $99.1K | 0.00% | −93,236−98.9% | Reduced |
| Intelligent Financial Strategies | 1,059 | $100.3K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,076 | $102.0K | 0.01% | −1−0.1% | Reduced |
| Column Capital Advisors, LLC | 1,101 | $104.4K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,136 | $107.7K | 0.02% | +5+0.4% | Added |
| Concord Wealth Partners | 1,194 | $113.1K | 0.03% | −607−33.7% | Reduced |
| South State Corp. | 1,209 | $114.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,244 | $117.9K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,269 | $120.3K | 0.01% | +586+85.8% | Added |
| Hexagon Capital Partners LLC | 1,283 | $121.6K | 0.03% | −55−4.1% | Reduced |
| Financial Perspectives, Inc | 1,338 | $126.8K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $130.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,373 | $130.1K | 0.02% | −172−11.1% | Reduced |
| Proequities, Inc. | 1,410 | $133.7K | 0.01% | −1,888−57.2% | Reduced |
| Laffer Tengler Investments | 1,424 | $135.0K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,449 | $137.0K | 0.02% | −3−0.2% | Reduced |
| Strategic Investment Solutions, Inc. | 1,502 | $142.4K | 0.03% | +1,502 | New |
| Massmutual Trust Co FSB | 1,534 | $145.4K | 0.01% | +319+26.3% | Added |
| AdvisorNet Financial, Inc | 1,548 | $146.7K | 0.01% | −1,682−52.1% | Reduced |
| Hills Bank & Trust Co | 1,549 | $146.8K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,558 | $147.7K | 0.10% | +58+3.9% | Added |
| Bray Capital Advisors | 1,592 | $150.9K | 0.04% | 00.0% | Unchanged |