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 |
|---|---|---|---|---|---|
| Morton Brown Family Wealth, LLC | 9 | $853 | 0.00% | +9 | New |
| Grey Fox Wealth Advisors, LLC | 9 | $853 | 0.00% | +9 | New |
| PSI Advisors, LLC | 8 | $758 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $664 | 0.00% | – | – |
| Accel Wealth Management | 6 | $578 | 0.00% | −100−94.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $474 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $474 | 0.00% | +5 | New |
| Core Alternative Capital | 5 | $474 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $380 | 0.00% | −67−94.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $380 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 95 | $355 | 0.02% | +1+1.1% | Added |
| Slocum, Gordon & Co LLP | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $95 | 0.00% | +1 | New |
| Ellevest, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Cerity Partners LLC | 15,826 | – | – | +1,141+7.8% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −3−75.0% | Reduced |
| Quilter Plc | 236 | – | – | +236 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −181,585−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −128,123−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −104,258−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −92,100−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −56,959−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −52,300−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −47,838−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −47,371−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −43,046−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −41,570−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −34,766−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −21,512−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,853−100.0% | Sold out |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −17,432−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −17,161−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −14,656−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,401−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,550−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,728−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,351−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,682−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,553−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −6,541−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −5,872−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,877−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Northstar Asset Management Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| CMC Financial Group | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,349−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −3,713−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −3,601−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −3,598−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −3,558−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −3,385−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Utah Peaks Capital Inc | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −2,486−100.0% | Sold out |
| StrongBox Wealth, LLC | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −2,337−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Exchange Capital Management, Inc. | 0 | $0 | 0.00% | −2,246−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,125−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −531−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |