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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 23,477 | $2.23M | 0.03% | +7,532+47.2% | Added |
| Nicolet Bankshares Inc | 23,549 | $2.23M | 0.72% | +318+1.4% | Added |
| Bank of Nova Scotia | 23,559 | $2.23M | 0.01% | −4,054−14.7% | Reduced |
| Associated Banc-Corp | 23,672 | $2.24M | 0.09% | −4,165−15.0% | Reduced |
| Daiwa Securities Group Inc. | 24,007 | $2.28M | 0.02% | +1,875+8.5% | Added |
| Kestra Private Wealth Services, LLC | 24,073 | $2.28M | 0.09% | +683+2.9% | Added |
| Harbour Investments, Inc. | 24,074 | $2.28M | 0.12% | −199−0.8% | Reduced |
| Caldwell Trust Co | 24,154 | $2.29M | 0.32% | +539+2.3% | Added |
| Miller Howard Investments Inc | 24,259 | $2.30M | 0.08% | +772+3.3% | Added |
| Oregon Public Employees Retirement Fund | 24,470 | $2.32M | 0.03% | +135+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 24,521 | $2.32M | 0.72% | +3,923+19.0% | Added |
| Maryland State Retirement & Pension System | 24,817 | $2.35M | 0.05% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 24,864 | $2.36M | 0.84% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 24,941 | $2.36M | 0.09% | +141+0.6% | Added |
| American Century Companies Inc | 25,295 | $2.40M | 0.00% | −2,128−7.8% | Reduced |
| Richard Bernstein Advisors LLC | 25,347 | $2.40M | 0.05% | 00.0% | Unchanged |
| Navellier & Associates Inc | 25,370 | $2.40M | 0.51% | −209−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 25,395 | $2.41M | 0.03% | +16,261+178.0% | Added |
| Parsons Capital Management Inc | 25,605 | $2.43M | 0.20% | −211−0.8% | Reduced |
| Dividend Assets Capital, LLC | 25,923 | $2.43M | 0.52% | 00.0% | Unchanged |
| Alta Capital Management LLC | 25,847 | $2.45M | 0.18% | +1,021+4.1% | Added |
| MML Investors Services, LLC | 25,904 | $2.46M | 0.02% | −29,185−53.0% | Reduced |
| Andra AP-fonden | 25,900 | $2.46M | 0.06% | +2,000+8.4% | Added |
| Securian Asset Management, Inc | 26,280 | $2.49M | 0.07% | +66+0.3% | Added |
| Keybank National Association | 26,538 | $2.52M | 0.01% | −1,220−4.4% | Reduced |
| Hartford Investment Management Co | 26,624 | $2.52M | 0.09% | +3,737+16.3% | Added |
| Ontario Teachers Pension Plan Board | 26,626 | $2.52M | 0.03% | −7,011−20.8% | Reduced |
| KCM Investment Advisors LLC | 27,030 | $2.56M | 0.10% | −95−0.4% | Reduced |
| Advisory Services Network, LLC | 27,399 | $2.60M | 0.07% | +15,357+127.5% | Added |
| Crossmark Global Holdings, Inc. | 27,725 | $2.63M | 0.06% | +913+3.4% | Added |
| British Columbia Investment Management Corp | 28,147 | $2.67M | 0.03% | +204+0.7% | Added |
| Dana Investment Advisors, Inc. | 28,463 | $2.70M | 0.14% | −803−2.7% | Reduced |
| Captrust Financial Advisors | 28,709 | $2.72M | 0.01% | −1,604−5.3% | Reduced |
| Kestra Advisory Services, LLC | 28,715 | $2.72M | 0.03% | +3,723+14.9% | Added |
| Regions Financial Corp | 29,330 | $2.78M | 0.02% | +42+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 29,416 | $2.79M | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 29,428 | $2.79M | 1.33% | 00.0% | Unchanged |
| Rothschild Investment Corp | 29,556 | $2.80M | 0.25% | −35−0.1% | Reduced |
| Shell Asset Management Co | 29,575 | $2.80M | 0.12% | −73−0.2% | Reduced |
| M&T Bank Corp | 29,690 | $2.81M | 0.01% | −2,600−8.1% | Reduced |
| Atlantic Trust, LLC | 29,780 | $2.82M | 0.90% | +25,417+582.6% | Added |
| Bridgewater Associates, LP | 30,263 | $2.87M | 0.02% | −102,633−77.2% | Reduced |
| N.E.W. Advisory Services LLC | 30,512 | $2.89M | 0.42% | +306+1.0% | Added |
| Meyer Handelman Co | 30,790 | $2.92M | 0.12% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 30,823 | $2.92M | 0.83% | −1,543−4.8% | Reduced |
| Cincinnati Casualty Co | 31,000 | $2.94M | 1.84% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 31,179 | $2.96M | 0.04% | +26,470+562.1% | Added |
| Brinker Capital Investments, LLC | 31,179 | $2.96M | 0.04% | +31,179 | New |
| First American Bank | 31,438 | $2.98M | 0.27% | +439+1.4% | Added |
| Putnam Investments LLC | 32,270 | $3.06M | 0.00% | −429−1.3% | Reduced |
| Somerset Trust Co | 32,490 | $3.08M | 1.34% | −339−1.0% | Reduced |
| Summit Global Investments | 32,911 | $3.12M | 0.24% | +406+1.2% | Added |
| KLCM Advisors, Inc. | 33,156 | $3.14M | 0.62% | −9,893−23.0% | Reduced |
| Prudential PLC | 33,808 | $3.20M | 0.04% | −2,132−5.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,099 | $3.23M | 0.06% | +3,120+10.1% | Added |
| Premier Fund Managers Ltd | 35,000 | $3.31M | 0.13% | −5,000−12.5% | Reduced |
| Leavell Investment Management, Inc. | 34,880 | $3.31M | 0.24% | −1,025−2.9% | Reduced |
| Bokf, NA | 35,167 | $3.33M | 0.07% | +2,652+8.2% | Added |
| Cetera Advisor Networks LLC | 35,349 | $3.35M | 0.02% | +3,123+9.7% | Added |
| National Bank of Canada | 35,436 | $3.35M | 0.01% | +12,015+51.3% | Added |
| CIBC Private Wealth Group, LLC | 36,302 | $3.44M | 0.01% | −182−0.5% | Reduced |
| Nissay Asset Management Corp | 36,900 | $3.50M | 0.03% | −1,338−3.5% | Reduced |
| Czech National Bank | 37,174 | $3.52M | 0.09% | +229+0.6% | Added |
| Penobscot Investment Management Company, Inc. | 37,434 | $3.55M | 0.62% | −270−0.7% | Reduced |
| Aquila Investment Management LLC | 38,000 | $3.60M | 2.97% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 38,319 | $3.63M | 0.40% | −105−0.3% | Reduced |
| Xponance, Inc. | 38,741 | $3.67M | 0.05% | +1,349+3.6% | Added |
| Signature Wealth Management Group | 38,835 | $3.68M | 1.75% | +2,447+6.7% | Added |
| Blair William & Co | 38,887 | $3.69M | 0.01% | −54−0.1% | Reduced |
| Stoneridge Investment Partners LLC | 38,988 | $3.70M | 1.96% | −1,591−3.9% | Reduced |
| FDx Advisors, Inc. | 39,532 | $3.71M | 0.16% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 39,137 | $3.71M | 0.25% | −1,429−3.5% | Reduced |
| Element Capital Management LLC | 39,264 | $3.72M | 0.28% | +39,264 | New |
| Sit Investment Associates Inc | 40,340 | $3.82M | 0.10% | −355−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 41,129 | $3.90M | 0.01% | −229,486−84.8% | Reduced |
| Occudo Quantitative Strategies LP | 41,166 | $3.90M | 0.35% | +41,166 | New |
| Gulf International Bank (UK) Ltd | 41,463 | $3.93M | 0.08% | −11,861−22.2% | Reduced |
| GWM Advisors LLC | 42,360 | $4.02M | 0.05% | −1,535−3.5% | Reduced |
| Albion Financial Group | 42,539 | $4.03M | 0.37% | −1,546−3.5% | Reduced |
| Great Lakes Advisors, LLC | 42,924 | $4.07M | 0.04% | +378+0.9% | Added |
| Options Solutions, LLC | 43,046 | $4.08M | 4.66% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 43,068 | $4.08M | 0.07% | +199+0.5% | Added |
| State of Alaska, Department of Revenue | 43,455 | $4.12M | 0.05% | −697−1.6% | Reduced |
| LVW Advisors, LLC | 43,845 | $4.16M | 0.83% | +1,066+2.5% | Added |
| S&CO Inc | 44,237 | $4.19M | 0.36% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 44,886 | $4.25M | 0.59% | −6,429−12.5% | Reduced |
| Employees Provident Fund Board | 45,000 | $4.27M | 0.11% | +24,000+114.3% | Added |
| Mutual of America Capital Management LLC | 45,133 | $4.28M | 0.05% | +75+0.2% | Added |
| New York Life Investment Management LLC | 45,190 | $4.28M | 0.05% | +109+0.2% | Added |
| Petredis Investment Advisors LLC | 45,302 | $4.29M | 0.67% | +198+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 46,136 | $4.37M | 0.27% | +2,709+6.2% | Added |
| Greenland Capital Management LP | 46,356 | $4.39M | 0.52% | −91,808−66.4% | Reduced |
| Zacks Investment Management | 46,522 | $4.41M | 0.06% | −384,497−89.2% | Reduced |
| Janus Henderson Group PLC | 48,252 | $4.57M | 0.00% | +8,976+22.9% | Added |
| Kingsview Wealth Management, LLC | 48,657 | $4.61M | 0.19% | −319−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 48,910 | $4.64M | 0.02% | −1,867−3.7% | Reduced |
| Two Sigma Advisers, LP | 49,100 | $4.65M | 0.01% | +8,800+21.8% | Added |
| HRT Financial LP | 49,527 | $4.69M | 0.06% | +17,834+56.3% | Added |
| Opus Investment Management Inc | 50,000 | $4.74M | 1.71% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.74M | 0.55% | 00.0% | Unchanged |