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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 56,911 | $5.39M | 0.02% | +846+1.5% | Added |
| Financial Planning & Information Services, Inc. | 56,687 | $5.37M | 1.04% | −2,732−4.6% | Reduced |
| Walleye Capital LLC | 56,645 | $5.37M | 0.11% | +56,645 | New |
| Atria Investments LLC | 56,398 | $5.35M | 0.10% | −1,382−2.4% | Reduced |
| Sagefield Capital LP | 56,281 | $5.33M | 1.23% | +16,844+42.7% | Added |
| Utah Retirement Systems | 56,184 | $5.33M | 0.08% | +100+0.2% | Added |
| Yousif Capital Management, LLC | 54,341 | $5.15M | 0.07% | −2,561−4.5% | Reduced |
| ProShare Advisors LLC | 54,280 | $5.15M | 0.02% | +5,984+12.4% | Added |
| Benjamin Edwards Inc | 54,046 | $5.12M | 1.25% | +935+1.8% | Added |
| ING Groep NV | 53,601 | $5.08M | 0.05% | +37,269+228.2% | Added |
| O'Shaughnessy Asset Management, LLC | 53,072 | $5.03M | 0.08% | −199−0.4% | Reduced |
| Holocene Advisors, LP | 52,639 | $4.99M | 0.02% | +14,897+39.5% | Added |
| Azimuth Capital Investment Management LLC | 52,321 | $4.96M | 0.24% | −690−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 51,524 | $4.88M | 0.19% | +110.0% | Added |
| Creative Planning | 50,201 | $4.76M | 0.01% | −4,361−8.0% | Reduced |
| 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 |
| HRT Financial LP | 49,527 | $4.69M | 0.06% | +17,834+56.3% | Added |
| Two Sigma Advisers, LP | 49,100 | $4.65M | 0.01% | +8,800+21.8% | Added |
| Public Employees Retirement Association of Colorado | 48,910 | $4.64M | 0.02% | −1,867−3.7% | Reduced |
| Kingsview Wealth Management, LLC | 48,657 | $4.61M | 0.19% | −319−0.7% | Reduced |
| Janus Henderson Group PLC | 48,252 | $4.57M | 0.00% | +8,976+22.9% | Added |
| Zacks Investment Management | 46,522 | $4.41M | 0.06% | −384,497−89.2% | Reduced |
| Greenland Capital Management LP | 46,356 | $4.39M | 0.52% | −91,808−66.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 46,136 | $4.37M | 0.27% | +2,709+6.2% | Added |
| Petredis Investment Advisors LLC | 45,302 | $4.29M | 0.67% | +198+0.4% | Added |
| New York Life Investment Management LLC | 45,190 | $4.28M | 0.05% | +109+0.2% | Added |
| Mutual of America Capital Management LLC | 45,133 | $4.28M | 0.05% | +75+0.2% | Added |
| Employees Provident Fund Board | 45,000 | $4.27M | 0.11% | +24,000+114.3% | Added |
| Richard C. Young & CO., LTD. | 44,886 | $4.25M | 0.59% | −6,429−12.5% | Reduced |
| S&CO Inc | 44,237 | $4.19M | 0.36% | 00.0% | Unchanged |
| LVW Advisors, LLC | 43,845 | $4.16M | 0.83% | +1,066+2.5% | Added |
| State of Alaska, Department of Revenue | 43,455 | $4.12M | 0.05% | −697−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 43,068 | $4.08M | 0.07% | +199+0.5% | Added |
| Options Solutions, LLC | 43,046 | $4.08M | 4.66% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 42,924 | $4.07M | 0.04% | +378+0.9% | Added |
| Albion Financial Group | 42,539 | $4.03M | 0.37% | −1,546−3.5% | Reduced |
| GWM Advisors LLC | 42,360 | $4.02M | 0.05% | −1,535−3.5% | Reduced |
| Gulf International Bank (UK) Ltd | 41,463 | $3.93M | 0.08% | −11,861−22.2% | Reduced |
| Occudo Quantitative Strategies LP | 41,166 | $3.90M | 0.35% | +41,166 | New |
| Robeco Institutional Asset Management B.V. | 41,129 | $3.90M | 0.01% | −229,486−84.8% | Reduced |
| Sit Investment Associates Inc | 40,340 | $3.82M | 0.10% | −355−0.9% | Reduced |
| Element Capital Management LLC | 39,264 | $3.72M | 0.28% | +39,264 | New |
| Woodley Farra Manion Portfolio Management Inc | 39,137 | $3.71M | 0.25% | −1,429−3.5% | Reduced |
| FDx Advisors, Inc. | 39,532 | $3.71M | 0.16% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 38,988 | $3.70M | 1.96% | −1,591−3.9% | Reduced |
| Blair William & Co | 38,887 | $3.69M | 0.01% | −54−0.1% | Reduced |
| Signature Wealth Management Group | 38,835 | $3.68M | 1.75% | +2,447+6.7% | Added |
| Xponance, Inc. | 38,741 | $3.67M | 0.05% | +1,349+3.6% | Added |
| Cape Cod Five Cents Savings Bank | 38,319 | $3.63M | 0.40% | −105−0.3% | Reduced |
| Aquila Investment Management LLC | 38,000 | $3.60M | 2.97% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 37,434 | $3.55M | 0.62% | −270−0.7% | Reduced |
| Czech National Bank | 37,174 | $3.52M | 0.09% | +229+0.6% | Added |
| Nissay Asset Management Corp | 36,900 | $3.50M | 0.03% | −1,338−3.5% | Reduced |
| CIBC Private Wealth Group, LLC | 36,302 | $3.44M | 0.01% | −182−0.5% | Reduced |
| National Bank of Canada | 35,436 | $3.35M | 0.01% | +12,015+51.3% | Added |
| Cetera Advisor Networks LLC | 35,349 | $3.35M | 0.02% | +3,123+9.7% | Added |
| Bokf, NA | 35,167 | $3.33M | 0.07% | +2,652+8.2% | 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,099 | $3.23M | 0.06% | +3,120+10.1% | Added |
| Prudential PLC | 33,808 | $3.20M | 0.04% | −2,132−5.9% | Reduced |
| KLCM Advisors, Inc. | 33,156 | $3.14M | 0.62% | −9,893−23.0% | Reduced |
| Summit Global Investments | 32,911 | $3.12M | 0.24% | +406+1.2% | Added |
| Somerset Trust Co | 32,490 | $3.08M | 1.34% | −339−1.0% | Reduced |
| Putnam Investments LLC | 32,270 | $3.06M | 0.00% | −429−1.3% | Reduced |
| First American Bank | 31,438 | $2.98M | 0.27% | +439+1.4% | Added |
| 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 |
| Cincinnati Casualty Co | 31,000 | $2.94M | 1.84% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 30,823 | $2.92M | 0.83% | −1,543−4.8% | Reduced |
| Meyer Handelman Co | 30,790 | $2.92M | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30,512 | $2.89M | 0.42% | +306+1.0% | Added |
| Bridgewater Associates, LP | 30,263 | $2.87M | 0.02% | −102,633−77.2% | Reduced |
| Atlantic Trust, LLC | 29,780 | $2.82M | 0.90% | +25,417+582.6% | Added |
| M&T Bank Corp | 29,690 | $2.81M | 0.01% | −2,600−8.1% | Reduced |
| Shell Asset Management Co | 29,575 | $2.80M | 0.12% | −73−0.2% | Reduced |
| Rothschild Investment Corp | 29,556 | $2.80M | 0.25% | −35−0.1% | Reduced |
| Global Trust Asset Management, LLC | 29,428 | $2.79M | 1.33% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 29,416 | $2.79M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 29,330 | $2.78M | 0.02% | +42+0.1% | Added |
| Kestra Advisory Services, LLC | 28,715 | $2.72M | 0.03% | +3,723+14.9% | Added |
| Captrust Financial Advisors | 28,709 | $2.72M | 0.01% | −1,604−5.3% | Reduced |
| Dana Investment Advisors, Inc. | 28,463 | $2.70M | 0.14% | −803−2.7% | Reduced |
| British Columbia Investment Management Corp | 28,147 | $2.67M | 0.03% | +204+0.7% | Added |
| Crossmark Global Holdings, Inc. | 27,725 | $2.63M | 0.06% | +913+3.4% | Added |
| Advisory Services Network, LLC | 27,399 | $2.60M | 0.07% | +15,357+127.5% | Added |
| KCM Investment Advisors LLC | 27,030 | $2.56M | 0.10% | −95−0.4% | Reduced |
| Ontario Teachers Pension Plan Board | 26,626 | $2.52M | 0.03% | −7,011−20.8% | Reduced |
| Hartford Investment Management Co | 26,624 | $2.52M | 0.09% | +3,737+16.3% | Added |
| Keybank National Association | 26,538 | $2.52M | 0.01% | −1,220−4.4% | Reduced |
| Securian Asset Management, Inc | 26,280 | $2.49M | 0.07% | +66+0.3% | Added |
| Andra AP-fonden | 25,900 | $2.46M | 0.06% | +2,000+8.4% | Added |
| MML Investors Services, LLC | 25,904 | $2.46M | 0.02% | −29,185−53.0% | Reduced |
| Alta Capital Management LLC | 25,847 | $2.45M | 0.18% | +1,021+4.1% | Added |
| Dividend Assets Capital, LLC | 25,923 | $2.43M | 0.52% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 25,605 | $2.43M | 0.20% | −211−0.8% | Reduced |
| Avantax Advisory Services, Inc. | 25,395 | $2.41M | 0.03% | +16,261+178.0% | Added |
| Navellier & Associates Inc | 25,370 | $2.40M | 0.51% | −209−0.8% | Reduced |
| Richard Bernstein Advisors LLC | 25,347 | $2.40M | 0.05% | 00.0% | Unchanged |