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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 11,289 | $1.07M | 0.05% | +4,278+61.0% | Added |
| South Dakota Investment Council | 11,280 | $1.07M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,271 | $1.07M | 0.01% | −275−2.4% | Reduced |
| Veriti Management LLC | 11,267 | $1.07M | 0.13% | +1,904+20.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,224 | $1.06M | 0.09% | −80−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 11,124 | $1.05M | 0.04% | +2,443+28.1% | Added |
| Romano Brothers and Company | 11,018 | $1.04M | 0.16% | +1,821+19.8% | Added |
| HM Payson & Co | 11,013 | $1.04M | 0.03% | −8−0.1% | Reduced |
| Crestline Management, LP | 11,000 | $1.04M | 0.13% | +11,000 | New |
| Y-Intercept (Hong Kong) Ltd | 10,974 | $1.04M | 0.12% | +1,243+12.8% | Added |
| North Star Investment Management Corp. | 10,910 | $1.03M | 0.09% | +7+0.1% | Added |
| IFP Advisors, Inc | 16,447 | $1.02M | 0.05% | −5,703−25.7% | Reduced |
| Hantz Financial Services, Inc. | 10,785 | $1.02M | 0.03% | −45,817−80.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,745 | $1.02M | 0.02% | +2,234+26.2% | Added |
| NorthRock Partners, LLC | 10,698 | $1.01M | 0.11% | +55+0.5% | Added |
| Advisor Partners II, LLC | 10,696 | $1.01M | 0.06% | +513+5.0% | Added |
| Credential Qtrade Securities Inc. | 10,669 | $1.01M | 0.07% | +279+2.7% | Added |
| Valmark Advisers, Inc. | 10,619 | $1.01M | 0.02% | −105−1.0% | Reduced |
| Private Advisor Group, LLC | 10,579 | $1.00M | 0.01% | +10,579 | New |
| Ronald Blue Trust, Inc. | 10,638 | $998.0K | 0.02% | +546+5.4% | Added |
| Central Trust Co | 10,513 | $996.5K | 0.03% | 00.0% | Unchanged |
| Man Group plc | – | $993.8K | 0.00% | – | – |
| Hendershot Investments Inc. | 10,446 | $990.2K | 0.17% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,286 | $975.0K | 0.02% | 00.0% | Unchanged |
| Brown Capital Management LLC | 10,189 | $965.8K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,097 | $955.8K | 0.01% | −54−0.5% | Reduced |
| Carret Asset Management, LLC | 10,000 | $948.0K | 0.13% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,000 | $948.0K | 0.04% | −375−3.6% | Reduced |
| Davenport & Co LLC | 9,966 | $944.7K | 0.01% | +212+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,916 | $939.9K | 0.02% | +30+0.3% | Added |
| Metis Global Partners, LLC | 9,910 | $939.4K | 0.06% | +3,375+51.6% | Added |
| Wealth Alliance | 9,877 | $936.3K | 0.15% | +181+1.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,859 | $934.5K | 1.05% | −208−2.1% | Reduced |
| American State Bank (Iowa) | 9,855 | $934.2K | 0.68% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,743 | $923.0K | 0.03% | −7,856−44.6% | Reduced |
| Prospera Financial Services Inc | 9,666 | $916.5K | 0.04% | +95+1.0% | Added |
| Veritable, L.P. | 9,593 | $909.3K | 0.02% | −171−1.8% | Reduced |
| Northern Oak Wealth Management Inc | 9,591 | $909.1K | 0.11% | +3,403+55.0% | Added |
| Van Hulzen Asset Management, LLC | 9,538 | $904.0K | 0.08% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 9,429 | $893.8K | 0.21% | +30.0% | Added |
| Vinva Investment Management Ltd | 9,385 | $886.4K | 0.07% | +9,385 | New |
| Legacy Private Trust Co. | 9,277 | $879.4K | 0.07% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 9,270 | $878.7K | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 9,241 | $876.0K | 0.01% | +1,335+16.9% | Added |
| National Asset Management, Inc. | 9,155 | $867.8K | 0.02% | +641+7.5% | Added |
| Chicago Trust Co NA | 8,906 | $844.2K | 0.21% | +1,800+25.3% | Added |
| FineMark National Bank & Trust | 8,849 | $838.8K | 0.04% | −601−6.4% | Reduced |
| United Capital Financial Advisers, LLC | 8,816 | $835.7K | 0.00% | +271+3.2% | Added |
| Wellington Management Group LLP | 8,804 | $834.5K | 0.00% | −236−2.6% | Reduced |
| Empirical Finance, LLC | 8,767 | $831.0K | 0.08% | +447+5.4% | Added |
| Chelsea Counsel Co | 8,672 | $822.0K | 0.40% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,666 | $821.5K | 0.01% | +1,747+25.2% | Added |
| Wetherby Asset Management Inc | 8,606 | $815.8K | 0.05% | +469+5.8% | Added |
| Girard Partners Ltd. | 8,480 | $803.9K | 0.09% | −4,163−32.9% | Reduced |
| BKD Wealth Advisors, LLC | 8,463 | $802.3K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 8,442 | $800.2K | 0.08% | +8,442 | New |
| Montag A & Associates Inc | 8,414 | $797.6K | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 8,334 | $790.0K | 0.03% | +8,334 | New |
| Searle & Co. | 8,200 | $788.6K | 0.26% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 8,298 | $786.6K | 0.34% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,252 | $782.2K | 0.05% | +59+0.7% | Added |
| Peapack Gladstone Financial Corp | 8,130 | $776.0K | 0.01% | +1,432+21.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $772.6K | 0.06% | 00.0% | Unchanged |
| Ledyard National Bank | 8,112 | $768.9K | 0.09% | −365−4.3% | Reduced |
| Alberta Investment Management Corp | 8,100 | $767.8K | 0.01% | −71,975−89.9% | Reduced |
| Signaturefd, LLC | 8,076 | $765.5K | 0.02% | +698+9.5% | Added |
| Assenagon Asset Management S.A. | 8,033 | $761.4K | 0.00% | −52,733−86.8% | Reduced |
| Snowden Capital Advisors LLC | 7,998 | $758.1K | 0.03% | +933+13.2% | Added |
| Beaton Management Co. Inc. | 7,971 | $756.0K | 0.51% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 7,941 | $752.7K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,932 | $751.9K | 0.03% | −14,955−65.3% | Reduced |
| Foundations Investment Advisors, LLC | 7,907 | $749.5K | 0.03% | +1,136+16.8% | Added |
| Global Retirement Partners, LLC | 7,848 | $739.9K | 0.04% | +5,214+197.9% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $732.9K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,719 | $731.7K | 0.03% | +847+12.3% | Added |
| Winton Group Ltd | 7,671 | $727.1K | 0.04% | +2,758+56.1% | Added |
| Stratos Wealth Advisors, LLC | 7,601 | $720.5K | 0.06% | +50+0.7% | Added |
| Sawtooth Solutions, LLC | 7,575 | $718.0K | 0.02% | +2,712+55.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,569 | $717.0K | 0.02% | −2,570−25.3% | Reduced |
| Bleakley Financial Group, LLC | 7,561 | $716.7K | 0.02% | +502+7.1% | Added |
| Freedom Wealth Alliance, LLC | 7,561 | $716.7K | 1.08% | +10.0% | Added |
| AXA S.A. | 7,522 | $713.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,448 | $706.0K | 0.02% | +1,288+20.9% | Added |
| Mattern Wealth Management LLC | 7,320 | $693.9K | 0.23% | +7,320 | New |
| Investment House LLC | 7,300 | $692.0K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,280 | $690.1K | 0.29% | +673+10.2% | Added |
| Qtron Investments LLC | 7,263 | $688.5K | 0.14% | 00.0% | Unchanged |
| Sciencast Management LP | 7,293 | $685.4K | 0.91% | +7,293 | New |
| Advisors Management Group Inc | 7,177 | $680.0K | 0.22% | −1,524−17.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $677.0K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,121 | $675.0K | 0.03% | +1,471+26.0% | Added |
| NewEdge Wealth, LLC | 7,117 | $674.6K | 0.03% | +118+1.7% | Added |
| We Are One Seven, LLC | 7,111 | $674.1K | 0.04% | +110+1.6% | Added |
| MAI Capital Management | 7,095 | $672.5K | 0.01% | −425−5.7% | Reduced |
| Stephenson National Bank & Trust | 7,084 | $671.5K | 0.42% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 6,976 | $661.0K | 0.03% | −26−0.4% | Reduced |
| Mairs & Power Inc | 6,956 | $659.4K | 0.01% | +2,600+59.7% | Added |
| Cetera Advisors LLC | 6,860 | $650.2K | 0.01% | +146+2.2% | Added |
| Winch Advisory Services, LLC | 6,795 | $644.0K | 0.25% | −6−0.1% | Reduced |
| Geneos Wealth Management Inc. | 6,760 | $640.8K | 0.04% | +183+2.8% | Added |