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 |
|---|---|---|---|---|---|
| Clearview Wealth Advisors LLC | 409 | $38.8K | 0.04% | +2+0.5% | Added |
| Brown Brothers Harriman & Co | 404 | $38.3K | 0.00% | +219+118.4% | Added |
| CVA Family Office, LLC | 360 | $34.1K | 0.01% | −15−4.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 360 | $34.1K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 350 | $33.2K | 0.00% | −7−2.0% | Reduced |
| Valley National Advisers Inc | 338 | $33.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 338 | $32.0K | 0.00% | −53−13.6% | Reduced |
| Sutton Wealth Advisors Inc. | 334 | $31.7K | 0.02% | −2,668−88.9% | Reduced |
| St. Johns Investment Management Company, LLC | 330 | $31.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $31.1K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $31.0K | 0.04% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $30.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $30.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 307 | $29.1K | 0.00% | +35+12.9% | Added |
| First Manhattan Co | 303 | $28.7K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 300 | $28.4K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $27.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 288 | $27.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $26.7K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 278 | $26.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $26.0K | 0.00% | −7−2.5% | Reduced |
| FinTrust Capital Advisors, LLC | 270 | $25.3K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 262 | $25.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 257 | $24.4K | 0.04% | +257 | New |
| Princeton Global Asset Management LLC | 253 | $24.0K | 0.01% | +1+0.4% | Added |
| Central Bank & Trust Co | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 250 | $23.7K | 0.01% | −14−5.3% | Reduced |
| CoreFirst Bank & Trust | 245 | $23.2K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 233 | $22.1K | 0.01% | −3,258−93.3% | Reduced |
| Stephens Consulting, LLC | 228 | $21.6K | 0.01% | +228 | New |
| Boyd Watterson Asset Management LLC | 228 | $21.6K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 223 | $21.1K | 0.00% | −67−23.1% | Reduced |
| Covestor Ltd | 217 | $21.0K | 0.02% | +19+9.6% | Added |
| Financial Management Professionals, Inc. | 217 | $21.0K | 0.00% | +85+64.4% | Added |
| TCI Wealth Advisors, Inc. | 217 | $20.6K | 0.00% | −2−0.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 205 | $19.4K | 0.00% | −13−6.0% | Reduced |
| Dark Forest Capital Management LP | 204 | $19.3K | 0.00% | −2−1.0% | Reduced |
| Highlander Capital Management, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 204 | $19.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 194 | $18.4K | 0.01% | +3+1.6% | Added |
| First Community Trust NA | 192 | $18.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $16.0K | 0.00% | −70−29.3% | Reduced |
| Cary Street Partners Asset Management LLC | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 165 | $15.7K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $15.6K | 0.00% | 00.0% | Unchanged |
| AXS Investments LLC | 163 | $15.5K | 0.01% | −8−4.7% | Reduced |
| New Hampshire Trust | 161 | $15.3K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 150 | $14.2K | 0.01% | +150 | New |
| Jackson, Grant Investment Advisers, Inc. | 139 | $13.2K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 133 | $12.6K | 0.00% | +2+1.5% | Added |
| Mascoma Wealth Management LLC | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $11.8K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 124 | $11.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 116 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 116 | $11.0K | 0.01% | +97+510.5% | Added |
| Tfo-TDC, LLC | 116 | $11.0K | 0.00% | +94+427.3% | Added |
| Larson Financial Group LLC | 114 | $10.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 110 | $10.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 101 | $9.78K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $9.52K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $9.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $9.48K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $9.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $9.48K | 0.01% | +100 | New |
| JFS Wealth Advisors, LLC | 99 | $9.38K | 0.00% | +7+7.6% | Added |
| Bell Investment Advisors, Inc | 93 | $8.82K | 0.00% | +33+55.0% | Added |
| Carmichael Hill & Associates, Inc. | 85 | $8.06K | 0.00% | +67+372.2% | Added |
| Solstein Capital, LLC | 82 | $7.77K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 77 | $7.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 76 | $7.21K | 0.00% | +4+5.6% | Added |
| Steward Financial Group LLC | 83 | $7.00K | 0.00% | +34+69.4% | Added |
| Tucker Asset Management LLC | 73 | $6.92K | 0.00% | +73 | New |
| Baystate Wealth Management LLC | 65 | $6.24K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 65 | $6.16K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.88K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $5.71K | 0.00% | +42+233.3% | Added |
| Sageworth Trust Co | 53 | $5.02K | 0.00% | +43+430.0% | Added |
| Abound Wealth Management | 49 | $4.65K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 48 | $4.52K | 0.00% | +48 | New |
| Capital Analysts, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Schubert & Co | 42 | $3.98K | 0.00% | +3+7.7% | Added |
| Grove Bank & Trust | 42 | $3.98K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 40 | $3.79K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 38 | $3.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $3.32K | 0.00% | −735−95.5% | Reduced |
| Trifecta Capital Advisors, LLC | 34 | $3.22K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 29 | $2.75K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 23 | $2.18K | 0.00% | +23 | New |
| Armstrong Advisory Group, Inc | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $1.80K | 0.00% | −3−13.6% | Reduced |
| Logan Capital Management Inc | 18 | $1.71K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −35,592−99.9% | Reduced |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $1.00K | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 10 | $948 | 0.00% | 00.0% | Unchanged |