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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 1,601 | $151.8K | 0.04% | −32−2.0% | Reduced |
| Ci Investments Inc. | 1,602 | $152.0K | 0.00% | −146,036−98.9% | Reduced |
| Clean Yield Group | 1,670 | $158.3K | 0.07% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,697 | $160.9K | 0.11% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $162.0K | 0.01% | 00.0% | Unchanged |
| Motco | 1,817 | $172.2K | 0.01% | −326−15.2% | Reduced |
| Spire Wealth Management | 1,854 | $175.8K | 0.01% | +349+23.2% | Added |
| Addison Advisors LLC | 1,926 | $182.6K | 0.10% | −404−17.3% | Reduced |
| Focused Wealth Management, Inc | 1,979 | $187.6K | 0.04% | +17+0.9% | Added |
| Cary Street Partner Investment Advisory LLC | 2,019 | $191.4K | 0.01% | −52−2.5% | Reduced |
| Farther Finance Advisors, LLC | 2,032 | $192.6K | 0.06% | +902+79.8% | Added |
| Sentry Investment Management LLC | 2,072 | $196.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,086 | $197.7K | 0.05% | −1,002−32.4% | Reduced |
| Intrust Bank NA | 2,128 | $201.7K | 0.03% | +2,128 | New |
| Ingalls & Snyder LLC | 2,130 | $202.0K | 0.01% | −34−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 2,141 | $203.0K | 0.01% | +2,141 | New |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $203.8K | 0.14% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,154 | $204.2K | 0.15% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,154 | $204.2K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,169 | $205.6K | 0.03% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,169 | $205.6K | 0.03% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $205.7K | 0.03% | −200−8.4% | Reduced |
| CWA Asset Management Group, LLC | 2,188 | $207.4K | 0.02% | −18−0.8% | Reduced |
| Capital Management Corp | 2,200 | $208.5K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,200 | $208.5K | 0.01% | +2,200 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,212 | $209.6K | 0.04% | +4+0.2% | Added |
| Tower Bridge Advisors | 2,216 | $210.1K | 0.02% | +31+1.4% | Added |
| Pinnacle Associates Ltd | 2,221 | $210.5K | 0.00% | +2,221 | New |
| Ipswich Investment Management Co., Inc. | 2,222 | $210.6K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,223 | $210.7K | 0.01% | +2,223 | New |
| TSFG, LLC | 2,221 | $211.0K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,245 | $212.8K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,254 | $213.7K | 0.01% | +541+31.6% | Added |
| Virginia Wealth Management Group, Inc. | 2,255 | $213.8K | 0.15% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,257 | $213.9K | 0.06% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,261 | $214.3K | 0.04% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,277 | $215.8K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,294 | $217.4K | 0.02% | +2,294 | New |
| Bailard, Inc. | 2,302 | $218.2K | 0.01% | −901−28.1% | Reduced |
| Jump Financial, LLC | 2,320 | $219.9K | 0.01% | −5,659−70.9% | Reduced |
| Roman Butler Fullerton & Co | 2,244 | $220.4K | 0.11% | +19+0.9% | Added |
| Meritage Group LP | 2,328 | $221.0K | 0.01% | −39−1.6% | Reduced |
| Liberty Wealth Management LLC | 2,337 | $221.6K | 0.05% | +2,337 | New |
| Blossom Wealth Management | 2,341 | $221.9K | 0.90% | +2,341 | New |
| Monetary Management Group Inc | 2,350 | $222.8K | 0.07% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,966 | $223.1K | 0.00% | +537+22.1% | Added |
| AMG National Trust Bank | 2,355 | $223.2K | 0.01% | +2,355 | New |
| Well Done, LLC | 2,360 | $223.7K | 0.05% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,364 | $224.0K | 0.03% | 00.0% | Unchanged |
| LCNB Corp | 2,371 | $224.7K | 0.10% | −100−4.0% | Reduced |
| Hilltop Partners LLC | 2,377 | $225.3K | 0.10% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,379 | $225.5K | 0.03% | +10.0% | Added |
| Tompkins Financial Corp | 2,385 | $226.1K | 0.04% | −10.0% | Reduced |
| Intrua Financial, LLC | 2,409 | $226.1K | 0.05% | −296−10.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,400 | $227.5K | 0.09% | −160−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 2,402 | $227.7K | 0.03% | −107−4.3% | Reduced |
| Graypoint LLC | 2,416 | $229.0K | 0.02% | +2,416 | New |
| Boothbay Fund Management, LLC | 2,419 | $229.3K | 0.01% | −1,418−37.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,434 | $230.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,447 | $232.0K | 0.01% | +2,447 | New |
| Executive Wealth Management, LLC | 2,460 | $233.2K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,462 | $233.4K | 0.00% | +753+44.1% | Added |
| Integris Wealth Management, LLC | 2,477 | $234.8K | 0.09% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,490 | $236.0K | 0.06% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,493 | $236.3K | 0.02% | +2,493 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,496 | $237.0K | 0.16% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,512 | $238.1K | 0.02% | −613−19.6% | Reduced |
| Warther Private Wealth, LLC | 2,515 | $238.4K | 0.18% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,516 | $238.5K | 0.01% | +2,516 | New |
| Cresset Asset Management, LLC | 2,519 | $238.8K | 0.00% | +2,519 | New |
| SkyOak Wealth, LLC | 2,531 | $239.9K | 0.07% | −127−4.8% | Reduced |
| DFPG Investments, LLC | 2,531 | $239.9K | 0.03% | +291+13.0% | Added |
| Norris Perne & French LLP | 2,542 | $241.0K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,544 | $241.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,565 | $243.0K | 0.03% | −664−20.6% | Reduced |
| Perigon Wealth Management, LLC | 2,581 | $244.7K | 0.01% | −172−6.2% | Reduced |
| Regal Investment Advisors LLC | 2,586 | $245.1K | 0.02% | −209−7.5% | Reduced |
| MJP Associates Inc | 2,600 | $246.4K | 0.08% | −46−1.7% | Reduced |
| International Assets Investment Management, LLC | 2,604 | $246.8K | 0.04% | −1,650−38.8% | Reduced |
| Johnson Midwest Financial, LLC | 2,617 | $248.1K | 0.36% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,624 | $248.7K | 0.03% | −24−0.9% | Reduced |
| Empire Financial Management Company, LLC | 2,624 | $248.8K | 0.10% | +2,624 | New |
| Brighton Jones LLC | 2,625 | $248.8K | 0.01% | +28+1.1% | Added |
| NinePointTwo Capital | 2,633 | $249.0K | 0.09% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,628 | $249.1K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,632 | $249.5K | 0.01% | −2,986−53.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,637 | $250.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $252.0K | 0.07% | −100−3.6% | Reduced |
| MBE Wealth Management, LLC | 2,662 | $252.3K | 0.15% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,667 | $252.8K | 0.05% | +3+0.1% | Added |
| IFG Advisors, LLC | 2,670 | $253.1K | 0.10% | 00.0% | Unchanged |
| First Command Bank | 2,677 | $253.8K | 0.03% | −29−1.1% | Reduced |
| First Command Financial Services, Inc. | 2,677 | $253.8K | 0.03% | −29−1.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,689 | $254.9K | 0.05% | +2,689 | New |
| Avidian Wealth Solutions, LLC | 2,693 | $255.2K | 0.01% | −154−5.4% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $255.9K | 0.06% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,702 | $256.1K | 0.05% | +10+0.4% | Added |
| Baldwin Investment Management, LLC | 2,704 | $256.3K | 0.05% | +4+0.1% | Added |
| CWS Financial Advisors, LLC | 2,754 | $261.0K | 0.10% | +2,754 | New |
| Vaughan David Investments LLC | 2,763 | $262.0K | 0.01% | 00.0% | Unchanged |