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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 6,226 | $590.2K | 0.07% | −20,964−77.1% | Reduced |
| Oarsman Capital, Inc. | 6,315 | $598.6K | 0.28% | −1,007−13.8% | Reduced |
| City State Bank | 6,358 | $603.0K | 0.34% | −164−2.5% | Reduced |
| EP Wealth Advisors, LLC | 2,928 | $604.7K | 0.01% | +650+28.5% | Added |
| Ti-Trust, Inc | 6,430 | $609.5K | 0.57% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,455 | $611.9K | 0.04% | −644−9.1% | Reduced |
| MPS Loria Financial Planners, LLC | 6,479 | $614.1K | 0.25% | +29+0.4% | Added |
| Integrated Advisors Network LLC | 6,496 | $615.7K | 0.04% | −35−0.5% | Reduced |
| Sigma Planning Corp | 6,532 | $619.2K | 0.02% | +393+6.4% | Added |
| Old Second National Bank of Aurora | 6,596 | $625.2K | 0.18% | 00.0% | Unchanged |
| Rockland Trust Co | 6,628 | $628.3K | 0.04% | +20.0% | Added |
| Fiera Capital Corp | 6,645 | $629.9K | 0.00% | −325−4.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,645 | $629.9K | 0.02% | +169+2.6% | Added |
| Dynamic Advisor Solutions LLC | 6,665 | $631.8K | 0.04% | +2,163+48.0% | Added |
| Ieq Capital, LLC | 6,712 | $636.2K | 0.01% | +1,535+29.7% | Added |
| Geneos Wealth Management Inc. | 6,760 | $640.8K | 0.04% | +183+2.8% | Added |
| Winch Advisory Services, LLC | 6,795 | $644.0K | 0.25% | −6−0.1% | Reduced |
| Cetera Advisors LLC | 6,860 | $650.2K | 0.01% | +146+2.2% | Added |
| Mairs & Power Inc | 6,956 | $659.4K | 0.01% | +2,600+59.7% | Added |
| Wesbanco Bank Inc | 6,976 | $661.0K | 0.03% | −26−0.4% | Reduced |
| Stephenson National Bank & Trust | 7,084 | $671.5K | 0.42% | 00.0% | Unchanged |
| MAI Capital Management | 7,095 | $672.5K | 0.01% | −425−5.7% | Reduced |
| We Are One Seven, LLC | 7,111 | $674.1K | 0.04% | +110+1.6% | Added |
| NewEdge Wealth, LLC | 7,117 | $674.6K | 0.03% | +118+1.7% | Added |
| Great Valley Advisor Group, Inc. | 7,121 | $675.0K | 0.03% | +1,471+26.0% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $677.0K | 0.03% | 00.0% | Unchanged |
| Advisors Management Group Inc | 7,177 | $680.0K | 0.22% | −1,524−17.5% | Reduced |
| Sciencast Management LP | 7,293 | $685.4K | 0.91% | +7,293 | New |
| Qtron Investments LLC | 7,263 | $688.5K | 0.14% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,280 | $690.1K | 0.29% | +673+10.2% | Added |
| Investment House LLC | 7,300 | $692.0K | 0.06% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 7,320 | $693.9K | 0.23% | +7,320 | New |
| Exchange Traded Concepts, LLC | 7,448 | $706.0K | 0.02% | +1,288+20.9% | Added |
| AXA S.A. | 7,522 | $713.0K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 7,561 | $716.7K | 1.08% | +10.0% | Added |
| Bleakley Financial Group, LLC | 7,561 | $716.7K | 0.02% | +502+7.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,569 | $717.0K | 0.02% | −2,570−25.3% | Reduced |
| Sawtooth Solutions, LLC | 7,575 | $718.0K | 0.02% | +2,712+55.8% | Added |
| Stratos Wealth Advisors, LLC | 7,601 | $720.5K | 0.06% | +50+0.7% | Added |
| Winton Group Ltd | 7,671 | $727.1K | 0.04% | +2,758+56.1% | Added |
| TD Private Client Wealth LLC | 7,719 | $731.7K | 0.03% | +847+12.3% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $732.9K | 0.09% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,848 | $739.9K | 0.04% | +5,214+197.9% | Added |
| Foundations Investment Advisors, LLC | 7,907 | $749.5K | 0.03% | +1,136+16.8% | Added |
| Engineers Gate Manager LP | 7,932 | $751.9K | 0.03% | −14,955−65.3% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $752.7K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,971 | $756.0K | 0.51% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,998 | $758.1K | 0.03% | +933+13.2% | Added |
| Assenagon Asset Management S.A. | 8,033 | $761.4K | 0.00% | −52,733−86.8% | Reduced |
| Signaturefd, LLC | 8,076 | $765.5K | 0.02% | +698+9.5% | Added |
| Alberta Investment Management Corp | 8,100 | $767.8K | 0.01% | −71,975−89.9% | Reduced |
| Ledyard National Bank | 8,112 | $768.9K | 0.09% | −365−4.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $772.6K | 0.06% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 8,130 | $776.0K | 0.01% | +1,432+21.4% | Added |
| Venture Visionary Partners LLC | 8,252 | $782.2K | 0.05% | +59+0.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,298 | $786.6K | 0.34% | 00.0% | Unchanged |
| Searle & Co. | 8,200 | $788.6K | 0.26% | 00.0% | Unchanged |
| Ergoteles LLC | 8,334 | $790.0K | 0.03% | +8,334 | New |
| Montag A & Associates Inc | 8,414 | $797.6K | 0.05% | 00.0% | Unchanged |
| FORA Capital, LLC | 8,442 | $800.2K | 0.08% | +8,442 | New |
| BKD Wealth Advisors, LLC | 8,463 | $802.3K | 0.03% | 00.0% | Unchanged |
| Girard Partners Ltd. | 8,480 | $803.9K | 0.09% | −4,163−32.9% | Reduced |
| Wetherby Asset Management Inc | 8,606 | $815.8K | 0.05% | +469+5.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,666 | $821.5K | 0.01% | +1,747+25.2% | Added |
| Chelsea Counsel Co | 8,672 | $822.0K | 0.40% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,767 | $831.0K | 0.08% | +447+5.4% | Added |
| Wellington Management Group LLP | 8,804 | $834.5K | 0.00% | −236−2.6% | Reduced |
| United Capital Financial Advisers, LLC | 8,816 | $835.7K | 0.00% | +271+3.2% | Added |
| FineMark National Bank & Trust | 8,849 | $838.8K | 0.04% | −601−6.4% | Reduced |
| Chicago Trust Co NA | 8,906 | $844.2K | 0.21% | +1,800+25.3% | Added |
| National Asset Management, Inc. | 9,155 | $867.8K | 0.02% | +641+7.5% | Added |
| Greenleaf Trust | 9,241 | $876.0K | 0.01% | +1,335+16.9% | Added |
| Alley Investment Management Company, LLC | 9,270 | $878.7K | 0.15% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 9,277 | $879.4K | 0.07% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 9,385 | $886.4K | 0.07% | +9,385 | New |
| WNY Asset Management, LLC | 9,429 | $893.8K | 0.21% | +30.0% | Added |
| Van Hulzen Asset Management, LLC | 9,538 | $904.0K | 0.08% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 9,591 | $909.1K | 0.11% | +3,403+55.0% | Added |
| Veritable, L.P. | 9,593 | $909.3K | 0.02% | −171−1.8% | Reduced |
| Prospera Financial Services Inc | 9,666 | $916.5K | 0.04% | +95+1.0% | Added |
| Tower Research Capital LLC (TRC) | 9,743 | $923.0K | 0.03% | −7,856−44.6% | Reduced |
| American State Bank (Iowa) | 9,855 | $934.2K | 0.68% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,859 | $934.5K | 1.05% | −208−2.1% | Reduced |
| Wealth Alliance | 9,877 | $936.3K | 0.15% | +181+1.9% | Added |
| Metis Global Partners, LLC | 9,910 | $939.4K | 0.06% | +3,375+51.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,916 | $939.9K | 0.02% | +30+0.3% | Added |
| Davenport & Co LLC | 9,966 | $944.7K | 0.01% | +212+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 10,000 | $948.0K | 0.04% | −375−3.6% | Reduced |
| Carret Asset Management, LLC | 10,000 | $948.0K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,097 | $955.8K | 0.01% | −54−0.5% | Reduced |
| Brown Capital Management LLC | 10,189 | $965.8K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,286 | $975.0K | 0.02% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 10,446 | $990.2K | 0.17% | 00.0% | Unchanged |
| Man Group plc | – | $993.8K | 0.00% | – | – |
| Central Trust Co | 10,513 | $996.5K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,638 | $998.0K | 0.02% | +546+5.4% | Added |
| Private Advisor Group, LLC | 10,579 | $1.00M | 0.01% | +10,579 | New |
| Valmark Advisers, Inc. | 10,619 | $1.01M | 0.02% | −105−1.0% | Reduced |
| Credential Qtrade Securities Inc. | 10,669 | $1.01M | 0.07% | +279+2.7% | Added |
| Advisor Partners II, LLC | 10,696 | $1.01M | 0.06% | +513+5.0% | Added |