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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 25,295 | $2.40M | 0.00% | −2,128−7.8% | Reduced |
| Kentucky Retirement Systems | 24,941 | $2.36M | 0.09% | +141+0.6% | Added |
| Shakespeare Wealth Management, Inc. | 24,864 | $2.36M | 0.84% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 24,817 | $2.35M | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 24,521 | $2.32M | 0.72% | +3,923+19.0% | Added |
| Oregon Public Employees Retirement Fund | 24,470 | $2.32M | 0.03% | +135+0.6% | Added |
| Miller Howard Investments Inc | 24,259 | $2.30M | 0.08% | +772+3.3% | Added |
| Caldwell Trust Co | 24,154 | $2.29M | 0.32% | +539+2.3% | Added |
| Harbour Investments, Inc. | 24,074 | $2.28M | 0.12% | −199−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 24,073 | $2.28M | 0.09% | +683+2.9% | Added |
| Daiwa Securities Group Inc. | 24,007 | $2.28M | 0.02% | +1,875+8.5% | Added |
| Associated Banc-Corp | 23,672 | $2.24M | 0.09% | −4,165−15.0% | Reduced |
| Bank of Nova Scotia | 23,559 | $2.23M | 0.01% | −4,054−14.7% | Reduced |
| Nicolet Bankshares Inc | 23,549 | $2.23M | 0.72% | +318+1.4% | Added |
| SG Americas Securities, LLC | 23,477 | $2.23M | 0.03% | +7,532+47.2% | Added |
| Belpointe Asset Management LLC | 23,163 | $2.20M | 0.12% | +6,314+37.5% | Added |
| Rafferty Asset Management, LLC | 23,159 | $2.20M | 0.01% | +2,615+12.7% | Added |
| Wealthfront Advisers LLC | 22,944 | $2.17M | 0.01% | −26,959−54.0% | Reduced |
| Brown Advisory Inc | 22,640 | $2.15M | 0.00% | −36−0.2% | Reduced |
| United Capital Management of KS, Inc. | 22,591 | $2.14M | 0.80% | +687+3.1% | Added |
| Journey Advisory Group, LLC | 22,522 | $2.13M | 0.34% | +6,626+41.7% | Added |
| Thrivent Financial for Lutherans | 22,065 | $2.09M | 0.01% | +2,240+11.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 22,024 | $2.09M | 1.31% | +677+3.2% | Added |
| Cornerstone Advisors, LLC | 22,000 | $2.09M | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,842 | $2.07M | 0.00% | −21,735−49.9% | Reduced |
| Thomas Story & Son LLC | 21,754 | $2.06M | 1.00% | +125+0.6% | Added |
| JustInvest LLC | 21,148 | $2.00M | 0.07% | +6,785+47.2% | Added |
| KBC Group NV | 21,094 | $2.00M | 0.01% | +1,244+6.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 20,662 | $1.96M | 0.10% | −17,790−46.3% | Reduced |
| Alliance Wealth Advisors, LLC | 20,664 | $1.96M | 0.79% | +623+3.1% | Added |
| Beacon Pointe Advisors, LLC | 20,625 | $1.95M | 0.03% | +10,331+100.4% | Added |
| Ameritas Advisory Services, LLC | 20,602 | $1.95M | 0.10% | −4,142−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 20,514 | $1.94M | 0.00% | −610−2.9% | Reduced |
| Louisiana State Employees Retirement System | 20,500 | $1.94M | 0.05% | +100+0.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 20,478 | $1.94M | 0.08% | +536+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,324 | $1.93M | 0.01% | −1,900−8.5% | Reduced |
| Mercer Global Advisors Inc | 20,259 | $1.92M | 0.01% | +1,594+8.5% | Added |
| Savant Capital, LLC | 20,243 | $1.92M | 0.04% | −87−0.4% | Reduced |
| Ellenbecker Investment Group | 20,153 | $1.91M | 0.52% | −130−0.6% | Reduced |
| Allianz Asset Management GmbH | 19,953 | $1.89M | 0.00% | −105−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 19,796 | $1.88M | 0.03% | −402−2.0% | Reduced |
| Motley Fool Wealth Management, LLC | 19,735 | $1.87M | 0.12% | −855−4.2% | Reduced |
| Icon Wealth Partners, LLC | 19,702 | $1.87M | 0.20% | +19,702 | New |
| Pacer Advisors, Inc. | 19,273 | $1.83M | 0.01% | −105,397−84.5% | Reduced |
| Nations Financial Group Inc, | 19,068 | $1.81M | 0.19% | +854+4.7% | Added |
| Schmidt P J Investment Management Inc | 18,690 | $1.80M | 0.38% | −477−2.5% | Reduced |
| Kenfarb & Co. | 18,760 | $1.78M | 1.59% | −1,010−5.1% | Reduced |
| Lockheed Martin Investment Management Co | 18,600 | $1.76M | 0.10% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 18,252 | $1.73M | 0.07% | −649−3.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 18,220 | $1.73M | 0.41% | +2,619+16.8% | Added |
| Twin Capital Management Inc | 18,168 | $1.72M | 0.24% | −1,269−6.5% | Reduced |
| Sabal Trust CO | 17,960 | $1.70M | 0.12% | +101+0.6% | Added |
| Rodgers Brothers Inc. | 17,827 | $1.69M | 0.32% | +1,150+6.9% | Added |
| Ashton Thomas Private Wealth, LLC | 17,788 | $1.69M | 0.15% | +203+1.2% | Added |
| Raymond James Trust N.A. | 17,343 | $1.64M | 0.05% | +10,137+140.7% | Added |
| Kesler, Norman & Wride, LLC | 16,884 | $1.60M | 0.40% | +1,193+7.6% | Added |
| Norinchukin Bank, The | 16,831 | $1.60M | 0.03% | +614+3.8% | Added |
| RFG Advisory, LLC | 16,311 | $1.55M | 0.08% | −210−1.3% | Reduced |
| Assetmark, Inc | 16,031 | $1.52M | 0.01% | −134−0.8% | Reduced |
| CIBC World Markets Corp | 15,951 | $1.51M | 0.02% | −21,133−57.0% | Reduced |
| Brasada Capital Management, LP | 15,821 | $1.50M | 0.33% | −542−3.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.49M | 0.13% | 00.0% | Unchanged |
| Allworth Financial LP | 14,996 | $1.42M | 0.01% | +438+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,734 | $1.40M | 0.02% | +14,734 | New |
| New Mexico Educational Retirement Board | 14,553 | $1.38M | 0.07% | −500−3.3% | Reduced |
| Oppenheimer & Co Inc | 14,518 | $1.38M | 0.03% | +878+6.4% | Added |
| Donaldson Capital Management, LLC | 14,478 | $1.37M | 0.06% | −1,536−9.6% | Reduced |
| Tiaa, FSB | 14,421 | $1.37M | 0.01% | −674−4.5% | Reduced |
| Profund Advisors LLC | 14,413 | $1.37M | 0.08% | −466−3.1% | Reduced |
| Metropolitan Life Insurance Co | 14,108 | $1.34M | 0.07% | −3,750−21.0% | Reduced |
| Illinois Municipal Retirement Fund | 14,023 | $1.33M | 0.03% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 14,027 | $1.32M | 0.11% | +7,426+112.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 13,907 | $1.32M | 0.34% | −1,477−9.6% | Reduced |
| Marietta Investment Partners LLC | 13,800 | $1.31M | 0.36% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 13,676 | $1.30M | 0.10% | +11,072+425.2% | Added |
| Gotham Asset Management, LLC | 13,527 | $1.28M | 0.03% | +2,393+21.5% | Added |
| Nordea Investment Management AB | 13,392 | $1.27M | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 13,290 | $1.26M | 0.02% | +213+1.6% | Added |
| Conning Inc. | 13,184 | $1.25M | 0.04% | −31−0.2% | Reduced |
| Wealthspire Advisors, LLC | 13,050 | $1.24M | 0.02% | +4,424+51.3% | Added |
| AIA Group Ltd | 12,961 | $1.23M | 0.07% | −1,948−13.1% | Reduced |
| Dakota Wealth Management | 12,919 | $1.22M | 0.08% | −7,241−35.9% | Reduced |
| Brookstone Capital Management | 12,681 | $1.22M | 0.02% | +7,479+143.8% | Added |
| Independent Advisor Alliance | 12,805 | $1.21M | 0.06% | −2,691−17.4% | Reduced |
| Colony Group LLC | 12,700 | $1.20M | 0.02% | +300+2.4% | Added |
| Landaas & Co | 12,371 | $1.17M | 0.57% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 12,349 | $1.17M | 0.18% | +3,806+44.6% | Added |
| Ballentine Partners, LLC | 12,280 | $1.16M | 0.03% | +5,399+78.5% | Added |
| Rowland & Co Investment Counsel | 12,267 | $1.16M | 0.28% | +185+1.5% | Added |
| Welch & Forbes LLC | 12,219 | $1.16M | 0.02% | 00.0% | Unchanged |
| Inceptionr LLC | 12,049 | $1.14M | 0.37% | +12,049 | New |
| Natixis | 11,949 | $1.13M | 0.01% | +11,716+5,028.3% | Added |
| Venturi Wealth Management, LLC | 11,947 | $1.13M | 0.09% | −2,128−15.1% | Reduced |
| Quantinno Capital Management LP | 11,851 | $1.12M | 0.07% | +1,729+17.1% | Added |
| Cetera Investment Advisers | 11,653 | $1.10M | 0.01% | −6,130−34.5% | Reduced |
| Spirit of America Management Corp | 11,650 | $1.10M | 0.25% | +1,550+15.3% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $1.10M | 1.17% | +180+1.6% | Added |
| ICW Investment Advisors LLC | 11,383 | $1.08M | 0.61% | +545+5.0% | Added |
| Baillie Gifford & Co | 11,353 | $1.08M | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 11,315 | $1.07M | 0.08% | +4,839+74.7% | Added |