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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 10,698 | $1.01M | 0.11% | +55+0.5% | Added |
| Integrated Wealth Concepts LLC | 10,745 | $1.02M | 0.02% | +2,234+26.2% | Added |
| Hantz Financial Services, Inc. | 10,785 | $1.02M | 0.03% | −45,817−80.9% | Reduced |
| IFP Advisors, Inc | 16,447 | $1.02M | 0.05% | −5,703−25.7% | Reduced |
| North Star Investment Management Corp. | 10,910 | $1.03M | 0.09% | +7+0.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,974 | $1.04M | 0.12% | +1,243+12.8% | Added |
| Crestline Management, LP | 11,000 | $1.04M | 0.13% | +11,000 | New |
| HM Payson & Co | 11,013 | $1.04M | 0.03% | −8−0.1% | Reduced |
| Romano Brothers and Company | 11,018 | $1.04M | 0.16% | +1,821+19.8% | Added |
| Avantax Planning Partners, Inc. | 11,124 | $1.05M | 0.04% | +2,443+28.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,224 | $1.06M | 0.09% | −80−0.7% | Reduced |
| Veriti Management LLC | 11,267 | $1.07M | 0.13% | +1,904+20.3% | Added |
| Johnson Investment Counsel Inc | 11,271 | $1.07M | 0.01% | −275−2.4% | Reduced |
| South Dakota Investment Council | 11,280 | $1.07M | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,289 | $1.07M | 0.05% | +4,278+61.0% | Added |
| Johnson Financial Group, Inc. | 11,315 | $1.07M | 0.08% | +4,839+74.7% | Added |
| Baillie Gifford & Co | 11,353 | $1.08M | 0.00% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 11,383 | $1.08M | 0.61% | +545+5.0% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $1.10M | 1.17% | +180+1.6% | Added |
| Spirit of America Management Corp | 11,650 | $1.10M | 0.25% | +1,550+15.3% | Added |
| Cetera Investment Advisers | 11,653 | $1.10M | 0.01% | −6,130−34.5% | Reduced |
| Quantinno Capital Management LP | 11,851 | $1.12M | 0.07% | +1,729+17.1% | Added |
| Venturi Wealth Management, LLC | 11,947 | $1.13M | 0.09% | −2,128−15.1% | Reduced |
| Natixis | 11,949 | $1.13M | 0.01% | +11,716+5,028.3% | Added |
| Inceptionr LLC | 12,049 | $1.14M | 0.37% | +12,049 | New |
| Welch & Forbes LLC | 12,219 | $1.16M | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,267 | $1.16M | 0.28% | +185+1.5% | Added |
| Ballentine Partners, LLC | 12,280 | $1.16M | 0.03% | +5,399+78.5% | Added |
| Red Cedar Investment Management, LLC | 12,349 | $1.17M | 0.18% | +3,806+44.6% | Added |
| Landaas & Co | 12,371 | $1.17M | 0.57% | 00.0% | Unchanged |
| Colony Group LLC | 12,700 | $1.20M | 0.02% | +300+2.4% | Added |
| Independent Advisor Alliance | 12,805 | $1.21M | 0.06% | −2,691−17.4% | Reduced |
| Brookstone Capital Management | 12,681 | $1.22M | 0.02% | +7,479+143.8% | Added |
| Dakota Wealth Management | 12,919 | $1.22M | 0.08% | −7,241−35.9% | Reduced |
| AIA Group Ltd | 12,961 | $1.23M | 0.07% | −1,948−13.1% | Reduced |
| Wealthspire Advisors, LLC | 13,050 | $1.24M | 0.02% | +4,424+51.3% | Added |
| Conning Inc. | 13,184 | $1.25M | 0.04% | −31−0.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,290 | $1.26M | 0.02% | +213+1.6% | Added |
| Nordea Investment Management AB | 13,392 | $1.27M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 13,527 | $1.28M | 0.03% | +2,393+21.5% | Added |
| Independent Financial Group, LLC | 13,676 | $1.30M | 0.10% | +11,072+425.2% | Added |
| Marietta Investment Partners LLC | 13,800 | $1.31M | 0.36% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 13,907 | $1.32M | 0.34% | −1,477−9.6% | Reduced |
| AlphaStar Capital Management, LLC | 14,027 | $1.32M | 0.11% | +7,426+112.5% | Added |
| Illinois Municipal Retirement Fund | 14,023 | $1.33M | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 14,108 | $1.34M | 0.07% | −3,750−21.0% | Reduced |
| Profund Advisors LLC | 14,413 | $1.37M | 0.08% | −466−3.1% | Reduced |
| Tiaa, FSB | 14,421 | $1.37M | 0.01% | −674−4.5% | Reduced |
| Donaldson Capital Management, LLC | 14,478 | $1.37M | 0.06% | −1,536−9.6% | Reduced |
| Oppenheimer & Co Inc | 14,518 | $1.38M | 0.03% | +878+6.4% | Added |
| New Mexico Educational Retirement Board | 14,553 | $1.38M | 0.07% | −500−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,734 | $1.40M | 0.02% | +14,734 | New |
| Allworth Financial LP | 14,996 | $1.42M | 0.01% | +438+3.0% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.49M | 0.13% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 15,821 | $1.50M | 0.33% | −542−3.3% | Reduced |
| CIBC World Markets Corp | 15,951 | $1.51M | 0.02% | −21,133−57.0% | Reduced |
| Assetmark, Inc | 16,031 | $1.52M | 0.01% | −134−0.8% | Reduced |
| RFG Advisory, LLC | 16,311 | $1.55M | 0.08% | −210−1.3% | Reduced |
| Norinchukin Bank, The | 16,831 | $1.60M | 0.03% | +614+3.8% | Added |
| Kesler, Norman & Wride, LLC | 16,884 | $1.60M | 0.40% | +1,193+7.6% | Added |
| Raymond James Trust N.A. | 17,343 | $1.64M | 0.05% | +10,137+140.7% | Added |
| Ashton Thomas Private Wealth, LLC | 17,788 | $1.69M | 0.15% | +203+1.2% | Added |
| Rodgers Brothers Inc. | 17,827 | $1.69M | 0.32% | +1,150+6.9% | Added |
| Sabal Trust CO | 17,960 | $1.70M | 0.12% | +101+0.6% | Added |
| Twin Capital Management Inc | 18,168 | $1.72M | 0.24% | −1,269−6.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 18,220 | $1.73M | 0.41% | +2,619+16.8% | Added |
| Stock Yards Bank & Trust Co | 18,252 | $1.73M | 0.07% | −649−3.4% | Reduced |
| Lockheed Martin Investment Management Co | 18,600 | $1.76M | 0.10% | 00.0% | Unchanged |
| Kenfarb & Co. | 18,760 | $1.78M | 1.59% | −1,010−5.1% | Reduced |
| Schmidt P J Investment Management Inc | 18,690 | $1.80M | 0.38% | −477−2.5% | Reduced |
| Nations Financial Group Inc, | 19,068 | $1.81M | 0.19% | +854+4.7% | Added |
| Pacer Advisors, Inc. | 19,273 | $1.83M | 0.01% | −105,397−84.5% | Reduced |
| Icon Wealth Partners, LLC | 19,702 | $1.87M | 0.20% | +19,702 | New |
| Motley Fool Wealth Management, LLC | 19,735 | $1.87M | 0.12% | −855−4.2% | Reduced |
| Oppenheimer Asset Management Inc. | 19,796 | $1.88M | 0.03% | −402−2.0% | Reduced |
| Allianz Asset Management GmbH | 19,953 | $1.89M | 0.00% | −105−0.5% | Reduced |
| Ellenbecker Investment Group | 20,153 | $1.91M | 0.52% | −130−0.6% | Reduced |
| Savant Capital, LLC | 20,243 | $1.92M | 0.04% | −87−0.4% | Reduced |
| Mercer Global Advisors Inc | 20,259 | $1.92M | 0.01% | +1,594+8.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,324 | $1.93M | 0.01% | −1,900−8.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 20,478 | $1.94M | 0.08% | +536+2.7% | Added |
| Louisiana State Employees Retirement System | 20,500 | $1.94M | 0.05% | +100+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 20,514 | $1.94M | 0.00% | −610−2.9% | Reduced |
| Ameritas Advisory Services, LLC | 20,602 | $1.95M | 0.10% | −4,142−16.7% | Reduced |
| Beacon Pointe Advisors, LLC | 20,625 | $1.95M | 0.03% | +10,331+100.4% | Added |
| Alliance Wealth Advisors, LLC | 20,664 | $1.96M | 0.79% | +623+3.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,662 | $1.96M | 0.10% | −17,790−46.3% | Reduced |
| KBC Group NV | 21,094 | $2.00M | 0.01% | +1,244+6.3% | Added |
| JustInvest LLC | 21,148 | $2.00M | 0.07% | +6,785+47.2% | Added |
| Thomas Story & Son LLC | 21,754 | $2.06M | 1.00% | +125+0.6% | Added |
| Jane Street Group, LLC | 21,842 | $2.07M | 0.00% | −21,735−49.9% | Reduced |
| Cornerstone Advisors, LLC | 22,000 | $2.09M | 0.10% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 22,024 | $2.09M | 1.31% | +677+3.2% | Added |
| Thrivent Financial for Lutherans | 22,065 | $2.09M | 0.01% | +2,240+11.3% | Added |
| Journey Advisory Group, LLC | 22,522 | $2.13M | 0.34% | +6,626+41.7% | Added |
| United Capital Management of KS, Inc. | 22,591 | $2.14M | 0.80% | +687+3.1% | Added |
| Brown Advisory Inc | 22,640 | $2.15M | 0.00% | −36−0.2% | Reduced |
| Wealthfront Advisers LLC | 22,944 | $2.17M | 0.01% | −26,959−54.0% | Reduced |
| Rafferty Asset Management, LLC | 23,159 | $2.20M | 0.01% | +2,615+12.7% | Added |
| Belpointe Asset Management LLC | 23,163 | $2.20M | 0.12% | +6,314+37.5% | Added |