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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 4,069 | $385.7K | 0.15% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,075 | $386.0K | 0.02% | +12+0.3% | Added |
| Parallel Advisors, LLC | 4,072 | $386.0K | 0.01% | +871+27.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,082 | $386.9K | 0.05% | −177−4.2% | Reduced |
| Alhambra Investment Partners LLC | 4,085 | $387.2K | 0.27% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,942 | $388.0K | 0.02% | −1,840−31.8% | Reduced |
| Private Trust Co NA | 4,094 | $388.1K | 0.05% | −154−3.6% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,159 | $394.0K | 0.03% | −100−2.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,180 | $396.2K | 0.22% | +24+0.6% | Added |
| Level Four Advisory Services, LLC | 4,202 | $398.3K | 0.03% | +4,202 | New |
| 1st Source Bank | 4,202 | $398.3K | 0.03% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,230 | $401.0K | 0.03% | +1,404+49.7% | Added |
| Ziegler Capital Management, LLC | 4,239 | $401.8K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,268 | $404.6K | 0.01% | −1,542−26.5% | Reduced |
| Tarbox Family Office, Inc. | 4,281 | $405.8K | 0.08% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,293 | $406.9K | 0.03% | −18−0.4% | Reduced |
| Carl P. Sherr & Co., LLC | 4,305 | $408.1K | 0.29% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,311 | $408.6K | 0.05% | +32+0.7% | Added |
| Alpha Cubed Investments, LLC | 4,314 | $408.9K | 0.03% | −572−11.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,315 | $409.0K | 0.21% | +525+13.9% | Added |
| Toroso Investments, LLC | 4,328 | $410.0K | 0.01% | +375+9.5% | Added |
| Ethos Financial Group, LLC | 4,347 | $412.0K | 0.13% | −32−0.7% | Reduced |
| First Affirmative Financial Network | 4,354 | $412.7K | 0.48% | +61+1.4% | Added |
| Haverford Trust Co | 4,355 | $412.8K | 0.00% | +1,175+36.9% | Added |
| ZWJ Investment Counsel Inc | 4,438 | $420.7K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,480 | $424.6K | 0.05% | −1,923−30.0% | Reduced |
| McDonough Capital Management, Inc | 4,525 | $428.9K | 0.44% | +25+0.6% | Added |
| Citizens Financial Group Inc | 4,550 | $431.3K | 0.02% | +100+2.2% | Added |
| Ropes Wealth Advisors LLC | 4,582 | $434.3K | 0.08% | +1,664+57.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,601 | $436.0K | 0.01% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 4,601 | $436.1K | 0.00% | +4,601 | New |
| Bank Ozk | 4,612 | $437.2K | 0.22% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 4,629 | $438.8K | 0.37% | +1,296+38.9% | Added |
| Forum Financial Management, LP | 4,662 | $441.9K | 0.01% | +10.0% | Added |
| OneAscent Financial Services LLC | 4,668 | $442.0K | 0.18% | +132+2.9% | Added |
| Nilsine Partners, LLC | 4,674 | $443.0K | 0.07% | +4,674 | New |
| Smithfield Trust Co | 4,705 | $447.0K | 0.03% | +200+4.4% | Added |
| LS Investment Advisors, LLC | 4,732 | $448.5K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,736 | $448.9K | 0.06% | +46+1.0% | Added |
| Aviva PLC | 4,736 | $448.9K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,754 | $451.0K | 0.01% | −123−2.5% | Reduced |
| Wealth Architects, LLC | 4,764 | $451.6K | 0.08% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,769 | $452.0K | 0.11% | +308+6.9% | Added |
| Appleton Partners Inc | 4,792 | $454.0K | 0.04% | −65−1.3% | Reduced |
| Greenfield Savings Bank | 4,829 | $457.7K | 0.30% | −550−10.2% | Reduced |
| Buckley Wealth Management, LLC | 4,840 | $458.7K | 0.17% | −56−1.1% | Reduced |
| Planning Center, Inc. | 4,750 | $465.3K | 0.13% | 00.0% | Unchanged |
| Hudock, Inc. | 4,942 | $468.5K | 0.12% | +20+0.4% | Added |
| Mission Wealth Management, LP | 4,945 | $468.7K | 0.02% | +49+1.0% | Added |
| Plancorp, LLC | 4,981 | $472.1K | 0.03% | +98+2.0% | Added |
| Clearstead Advisors, LLC | 4,999 | $473.9K | 0.03% | −706−12.4% | Reduced |
| Balentine LLC | 5,019 | $475.7K | 0.02% | −3,202−38.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,029 | $476.7K | 0.05% | −276−5.2% | Reduced |
| WFA Asset Management Corp | 5,030 | $476.8K | 0.29% | +31+0.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $477.1K | 0.10% | −5,075−50.2% | Reduced |
| Becker Capital Management Inc | 5,037 | $477.5K | 0.02% | 00.0% | Unchanged |
| Bessemer Securities LLC | 5,050 | $479.0K | 0.22% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $481.5K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 5,123 | $485.6K | 0.02% | +241+4.9% | Added |
| Moody Lynn & Lieberson, LLC | 5,188 | $491.8K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 5,188 | $491.8K | 0.02% | +2,902+126.9% | Added |
| IHT Wealth Management, LLC | 5,205 | $493.4K | 0.03% | +1,237+31.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,250 | $497.6K | 0.05% | +18+0.3% | Added |
| Boston Family Office LLC | 5,251 | $498.0K | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,262 | $498.8K | 0.06% | +12+0.2% | Added |
| Atria Wealth Solutions, Inc. | 5,266 | $499.2K | 0.01% | −54−1.0% | Reduced |
| Chesley Taft & Associates LLC | 5,280 | $500.5K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,290 | $501.5K | 0.11% | +5,290 | New |
| Claro Advisors LLC | 5,292 | $501.6K | 0.15% | +5,292 | New |
| Fukoku Mutual Life Insurance Co | 5,310 | $503.3K | 0.05% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 5,349 | $507.0K | 0.05% | +525+10.9% | Added |
| Marcum Wealth, LLC | 5,394 | $511.3K | 0.06% | +567+11.7% | Added |
| Milestone Investment Advisors LLC | 5,418 | $513.6K | 0.16% | +5,418 | New |
| West Family Investments, Inc. | 5,443 | $515.9K | 0.20% | −293−5.1% | Reduced |
| West Paces Advisors Inc. | 5,446 | $516.2K | 0.16% | −110−2.0% | Reduced |
| Trust Co of Toledo NA | 5,472 | $518.7K | 0.09% | +59+1.1% | Added |
| Mather Group, LLC. | 5,489 | $520.3K | 0.01% | −258−4.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,496 | $521.0K | 0.01% | +375+7.3% | Added |
| TrinityPoint Wealth, LLC | 5,538 | $525.0K | 0.11% | +70+1.3% | Added |
| Front Barnett Associates LLC | 5,551 | $526.0K | 0.06% | 00.0% | Unchanged |
| Courier Capital LLC | 5,570 | $528.0K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,578 | $528.7K | 0.17% | −8−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,609 | $531.7K | 0.04% | +824+17.2% | Added |
| Apollon Wealth Management, LLC | 5,638 | $534.4K | 0.03% | −945−14.4% | Reduced |
| Spinnaker Trust | 5,723 | $542.5K | 0.04% | −3,575−38.4% | Reduced |
| LVZ Advisors, Inc. | 5,728 | $543.0K | 0.08% | +300+5.5% | Added |
| Phillips Wealth Planners LLC | 5,702 | $547.0K | 0.72% | +3,105+119.6% | Added |
| HB Wealth Management, LLC | 5,779 | $547.8K | 0.01% | +2,219+62.3% | Added |
| Banque Cantonale Vaudoise | 5,823 | $552.0K | 0.03% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,885 | $557.8K | 0.03% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,944 | $563.4K | 0.14% | +1,743+41.5% | Added |
| Bridges Investment Management Inc | 6,000 | $568.7K | 0.02% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,024 | $571.0K | 0.01% | −237−3.8% | Reduced |
| Vantage Financial Partners, LLC | 6,048 | $573.3K | 0.23% | +42+0.7% | Added |
| Moors & Cabot, Inc. | 6,060 | $574.4K | 0.04% | −22−0.4% | Reduced |
| Drake & Associates, LLC | 6,092 | $577.4K | 0.28% | +121+2.0% | Added |
| Eqis Capital Management, Inc. | 6,137 | $581.7K | 0.07% | +58+1.0% | Added |
| Waratah Capital Advisors Ltd. | 6,156 | $583.5K | 0.03% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,193 | $587.0K | 0.07% | −673−9.8% | Reduced |
| Coastline Trust Co | 6,201 | $587.8K | 0.09% | −55−0.9% | Reduced |