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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 2,770 | $262.6K | 0.03% | 00.0% | Unchanged |
| Argent Trust Co | 2,786 | $264.1K | 0.02% | +150+5.7% | Added |
| Fulton Bank, N.A. | 2,800 | $265.4K | 0.01% | +292+11.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $268.3K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $268.3K | 0.14% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,851 | $270.2K | 0.12% | −2−0.1% | Reduced |
| Carlson Capital Management | 2,853 | $270.4K | 0.02% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,864 | $271.5K | 0.15% | +2,864 | New |
| Strategy Asset Managers LLC | 2,866 | $271.7K | 0.07% | −105−3.5% | Reduced |
| Financial Counselors Inc | 2,874 | $272.0K | 0.01% | −41−1.4% | Reduced |
| Lodestone Wealth Management LLC | 2,888 | $273.8K | 0.21% | −169−5.5% | Reduced |
| Duncker Streett & Co Inc | 2,905 | $275.4K | 0.07% | −375−11.4% | Reduced |
| Mark Stevens | 2,912 | $276.0K | 0.04% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $277.6K | 0.04% | +400+15.8% | Added |
| Compass Financial Group, INC | 2,938 | $278.5K | 0.09% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,891 | $279.1K | 0.21% | +10+0.3% | Added |
| Ostrum Asset Management | 2,946 | $279.3K | 0.02% | +2,946 | New |
| Gladstone Institutional Advisory LLC | 2,949 | $279.5K | 0.02% | +449+18.0% | Added |
| Boston Financial Mangement LLC | 2,972 | $281.7K | 0.01% | +52+1.8% | Added |
| First Interstate Bank | 2,979 | $282.4K | 0.02% | −25−0.8% | Reduced |
| Capital Investment Services of America, Inc. | 2,981 | $282.6K | 0.03% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,984 | $282.8K | 0.16% | +193+6.9% | Added |
| RSM US Wealth Management LLC | 2,985 | $282.9K | 0.01% | +2,985 | New |
| Connectus Wealth, LLC | 2,988 | $283.2K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,863 | $283.5K | 0.00% | −4,800−62.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,049 | $285.8K | 0.01% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 3,018 | $286.1K | 0.29% | −4,389−59.3% | Reduced |
| Bremer Bank National Association | 3,028 | $287.0K | 0.06% | +35+1.2% | Added |
| CRA Financial Services, LLC | 3,030 | $287.2K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 3,058 | $289.9K | 0.01% | +295+10.7% | Added |
| Lazard Asset Management LLC | 3,065 | $290.0K | 0.00% | −25,919−89.4% | Reduced |
| Umb Bank N A | 3,097 | $293.6K | 0.00% | +210+7.3% | Added |
| Capital Asset Advisory Services LLC | 3,134 | $297.0K | 0.02% | −3,286−51.2% | Reduced |
| Centre Asset Management, LLC | 3,165 | $300.0K | 0.07% | −120−3.7% | Reduced |
| Pitcairn Co | 3,189 | $302.3K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 3,207 | $303.9K | 0.22% | +13+0.4% | Added |
| LGT Financial Advisors LLC | 3,222 | $305.4K | 0.57% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,244 | $307.5K | 0.03% | +430+15.3% | Added |
| Callan Capital, LLC | 3,246 | $307.7K | 0.04% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $308.1K | 0.20% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,251 | $308.2K | 0.19% | −28−0.9% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $309.0K | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,305 | $313.3K | 0.03% | +137+4.3% | Added |
| Bank of Stockton | 3,332 | $315.8K | 0.11% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,335 | $316.1K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,364 | $318.9K | 0.02% | +528+18.6% | Added |
| Zions Bancorporation, N.A. | 3,366 | $319.1K | 0.03% | −40−1.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,380 | $320.4K | 0.06% | +71+2.1% | Added |
| MQS Management LLC | 3,383 | $320.7K | 0.21% | +3,383 | New |
| Centennial Wealth Advisory LLC | 3,396 | $321.9K | 0.17% | +450+15.3% | Added |
| Rehmann Capital Advisory Group | 3,398 | $322.1K | 0.03% | +59+1.8% | Added |
| Crewe Advisors LLC | 3,400 | $322.2K | 0.05% | +24+0.7% | Added |
| Ambassador Advisors, LLC | 3,446 | $323.3K | 0.07% | +3,446 | New |
| Vident Investment Advisory, LLC | 3,422 | $324.4K | 0.01% | −12,158−78.0% | Reduced |
| Successful Portfolios LLC | 3,424 | $324.6K | 0.20% | −2−0.1% | Reduced |
| Sandy Spring Bank | 3,444 | $326.5K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,475 | $329.4K | 0.04% | +25+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 3,500 | $331.8K | 0.01% | −42−1.2% | Reduced |
| IAG Wealth Partners, LLC | 3,520 | $333.7K | 0.09% | −86−2.4% | Reduced |
| Change Path, LLC | 3,527 | $334.0K | 0.02% | +1,202+51.7% | Added |
| Financial Advocates Investment Management | 3,537 | $335.3K | 0.03% | +15+0.4% | Added |
| Checchi Capital Advisers, LLC | 3,544 | $336.0K | 0.03% | −272−7.1% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,577 | $339.0K | 0.35% | +184+5.4% | Added |
| OneAscent Wealth Management LLC | 3,591 | $340.0K | 0.13% | +7+0.2% | Added |
| Coldstream Capital Management Inc | 3,593 | $340.6K | 0.01% | +589+19.6% | Added |
| Lincoln National Corp | 3,600 | $341.3K | 0.01% | −30−0.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $346.0K | 0.08% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,654 | $346.4K | 0.05% | +48+1.3% | Added |
| Clarius Group, LLC | 3,675 | $348.4K | 0.03% | +137+3.9% | Added |
| John G Ullman & Associates Inc | 3,682 | $349.0K | 0.05% | −29−0.8% | Reduced |
| Banque Pictet & Cie SA | 3,683 | $349.1K | 0.00% | −3,053−45.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,710 | $351.7K | 0.01% | +540+17.0% | Added |
| Schechter Investment Advisors, LLC | 3,714 | $352.1K | 0.03% | +270+7.8% | Added |
| Capital Advisors Inc | 3,746 | $355.1K | 0.01% | +7+0.2% | Added |
| Brady Family Wealth, LLC | 3,761 | $356.5K | 0.14% | +27+0.7% | Added |
| Merit Financial Group, LLC | 3,764 | $356.8K | 0.01% | −89−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 3,767 | $357.1K | 0.05% | +3,767 | New |
| Chesapeake Asset Management LLC | 3,774 | $357.8K | 0.33% | +3,774 | New |
| Cigna Investments Inc | 3,795 | $360.0K | 0.07% | −69−1.8% | Reduced |
| Hutner Capital Management Inc | 3,807 | $360.9K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $361.7K | 0.12% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,826 | $362.7K | 0.07% | +352+10.1% | Added |
| Oak Thistle LLC | 3,827 | $362.8K | 0.21% | +561+17.2% | Added |
| Midwest Professional Planners, LTD. | 3,832 | $363.2K | 0.18% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,849 | $364.8K | 0.01% | +9+0.2% | Added |
| Bank of New Hampshire | 3,870 | $366.8K | 0.11% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,881 | $367.9K | 0.23% | +228+6.2% | Added |
| Main Street Financial Solutions, LLC | 3,887 | $369.0K | 0.05% | −721−15.6% | Reduced |
| WSFS Capital Management, LLC | 3,934 | $372.9K | 0.04% | −69−1.7% | Reduced |
| Equitable Holdings, Inc. | 3,941 | $373.6K | 0.01% | −277−6.6% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $374.0K | 0.08% | −172−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,967 | $376.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 3,990 | $378.2K | 0.01% | −8,875−69.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,003 | $379.4K | 0.04% | −168−4.0% | Reduced |
| Focus Financial Network, Inc. | 4,012 | $380.3K | 0.02% | +36+0.9% | Added |
| Bradley Foster & Sargent Inc | 4,016 | $380.7K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,019 | $381.0K | 0.05% | +4,019 | New |
| Bard Financial Services, Inc. | 4,060 | $384.8K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 4,065 | $385.4K | 0.10% | +4,065 | New |
| Insight Wealth Strategies, LLC | 4,066 | $385.4K | 0.08% | +35+0.9% | Added |