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 |
|---|---|---|---|---|---|
| Ieq Capital, LLC | 6,712 | $636.2K | 0.01% | +1,535+29.7% | Added |
| Dynamic Advisor Solutions LLC | 6,665 | $631.8K | 0.04% | +2,163+48.0% | Added |
| Fiera Capital Corp | 6,645 | $629.9K | 0.00% | −325−4.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,645 | $629.9K | 0.02% | +169+2.6% | Added |
| Rockland Trust Co | 6,628 | $628.3K | 0.04% | +20.0% | Added |
| Old Second National Bank of Aurora | 6,596 | $625.2K | 0.18% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,532 | $619.2K | 0.02% | +393+6.4% | Added |
| Integrated Advisors Network LLC | 6,496 | $615.7K | 0.04% | −35−0.5% | Reduced |
| MPS Loria Financial Planners, LLC | 6,479 | $614.1K | 0.25% | +29+0.4% | Added |
| North Star Asset Management Inc | 6,455 | $611.9K | 0.04% | −644−9.1% | Reduced |
| Ti-Trust, Inc | 6,430 | $609.5K | 0.57% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,928 | $604.7K | 0.01% | +650+28.5% | Added |
| City State Bank | 6,358 | $603.0K | 0.34% | −164−2.5% | Reduced |
| Oarsman Capital, Inc. | 6,315 | $598.6K | 0.28% | −1,007−13.8% | Reduced |
| Edgestream Partners, L.P. | 6,226 | $590.2K | 0.07% | −20,964−77.1% | Reduced |
| Coastline Trust Co | 6,201 | $587.8K | 0.09% | −55−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 6,193 | $587.0K | 0.07% | −673−9.8% | Reduced |
| Waratah Capital Advisors Ltd. | 6,156 | $583.5K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,137 | $581.7K | 0.07% | +58+1.0% | Added |
| Drake & Associates, LLC | 6,092 | $577.4K | 0.28% | +121+2.0% | Added |
| Moors & Cabot, Inc. | 6,060 | $574.4K | 0.04% | −22−0.4% | Reduced |
| Vantage Financial Partners, LLC | 6,048 | $573.3K | 0.23% | +42+0.7% | Added |
| Boston Private Wealth LLC | 6,024 | $571.0K | 0.01% | −237−3.8% | Reduced |
| Bridges Investment Management Inc | 6,000 | $568.7K | 0.02% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 5,944 | $563.4K | 0.14% | +1,743+41.5% | Added |
| Chicago Capital, LLC | 5,885 | $557.8K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,823 | $552.0K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,779 | $547.8K | 0.01% | +2,219+62.3% | Added |
| Phillips Wealth Planners LLC | 5,702 | $547.0K | 0.72% | +3,105+119.6% | Added |
| LVZ Advisors, Inc. | 5,728 | $543.0K | 0.08% | +300+5.5% | Added |
| Spinnaker Trust | 5,723 | $542.5K | 0.04% | −3,575−38.4% | Reduced |
| Apollon Wealth Management, LLC | 5,638 | $534.4K | 0.03% | −945−14.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,609 | $531.7K | 0.04% | +824+17.2% | Added |
| McDonald Partners LLC | 5,578 | $528.7K | 0.17% | −8−0.1% | Reduced |
| Courier Capital LLC | 5,570 | $528.0K | 0.06% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 5,551 | $526.0K | 0.06% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,538 | $525.0K | 0.11% | +70+1.3% | Added |
| Resources Investment Advisors, LLC. | 5,496 | $521.0K | 0.01% | +375+7.3% | Added |
| Mather Group, LLC. | 5,489 | $520.3K | 0.01% | −258−4.5% | Reduced |
| Trust Co of Toledo NA | 5,472 | $518.7K | 0.09% | +59+1.1% | Added |
| West Paces Advisors Inc. | 5,446 | $516.2K | 0.16% | −110−2.0% | Reduced |
| West Family Investments, Inc. | 5,443 | $515.9K | 0.20% | −293−5.1% | Reduced |
| Milestone Investment Advisors LLC | 5,418 | $513.6K | 0.16% | +5,418 | New |
| Marcum Wealth, LLC | 5,394 | $511.3K | 0.06% | +567+11.7% | Added |
| Mill Capital Management, LLC | 5,349 | $507.0K | 0.05% | +525+10.9% | Added |
| Fukoku Mutual Life Insurance Co | 5,310 | $503.3K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,292 | $501.6K | 0.15% | +5,292 | New |
| Titleist Asset Management, LLC | 5,290 | $501.5K | 0.11% | +5,290 | New |
| Chesley Taft & Associates LLC | 5,280 | $500.5K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,266 | $499.2K | 0.01% | −54−1.0% | Reduced |
| SPC Financial, Inc. | 5,262 | $498.8K | 0.06% | +12+0.2% | Added |
| Boston Family Office LLC | 5,251 | $498.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,250 | $497.6K | 0.05% | +18+0.3% | Added |
| IHT Wealth Management, LLC | 5,205 | $493.4K | 0.03% | +1,237+31.2% | Added |
| Moody Lynn & Lieberson, LLC | 5,188 | $491.8K | 0.04% | 00.0% | Unchanged |
| Park National Corp | 5,188 | $491.8K | 0.02% | +2,902+126.9% | Added |
| Diversified Trust Co | 5,123 | $485.6K | 0.02% | +241+4.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $481.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Securities LLC | 5,050 | $479.0K | 0.22% | 00.0% | Unchanged |
| Becker Capital Management Inc | 5,037 | $477.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $477.1K | 0.10% | −5,075−50.2% | Reduced |
| WFA Asset Management Corp | 5,030 | $476.8K | 0.29% | +31+0.6% | Added |
| Transcend Wealth Collective, LLC | 5,029 | $476.7K | 0.05% | −276−5.2% | Reduced |
| Balentine LLC | 5,019 | $475.7K | 0.02% | −3,202−38.9% | Reduced |
| Clearstead Advisors, LLC | 4,999 | $473.9K | 0.03% | −706−12.4% | Reduced |
| Plancorp, LLC | 4,981 | $472.1K | 0.03% | +98+2.0% | Added |
| Mission Wealth Management, LP | 4,945 | $468.7K | 0.02% | +49+1.0% | Added |
| Hudock, Inc. | 4,942 | $468.5K | 0.12% | +20+0.4% | Added |
| Planning Center, Inc. | 4,750 | $465.3K | 0.13% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,840 | $458.7K | 0.17% | −56−1.1% | Reduced |
| Greenfield Savings Bank | 4,829 | $457.7K | 0.30% | −550−10.2% | Reduced |
| Appleton Partners Inc | 4,792 | $454.0K | 0.04% | −65−1.3% | Reduced |
| PAX Financial Group, LLC | 4,769 | $452.0K | 0.11% | +308+6.9% | Added |
| Wealth Architects, LLC | 4,764 | $451.6K | 0.08% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,754 | $451.0K | 0.01% | −123−2.5% | Reduced |
| Aviva PLC | 4,736 | $448.9K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,736 | $448.9K | 0.06% | +46+1.0% | Added |
| LS Investment Advisors, LLC | 4,732 | $448.5K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,705 | $447.0K | 0.03% | +200+4.4% | Added |
| Nilsine Partners, LLC | 4,674 | $443.0K | 0.07% | +4,674 | New |
| OneAscent Financial Services LLC | 4,668 | $442.0K | 0.18% | +132+2.9% | Added |
| Forum Financial Management, LP | 4,662 | $441.9K | 0.01% | +10.0% | Added |
| Paragon Private Wealth Management, LLC | 4,629 | $438.8K | 0.37% | +1,296+38.9% | Added |
| Bank Ozk | 4,612 | $437.2K | 0.22% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 4,601 | $436.1K | 0.00% | +4,601 | New |
| Douglass Winthrop Advisors, LLC | 4,601 | $436.0K | 0.01% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,582 | $434.3K | 0.08% | +1,664+57.0% | Added |
| Citizens Financial Group Inc | 4,550 | $431.3K | 0.02% | +100+2.2% | Added |
| McDonough Capital Management, Inc | 4,525 | $428.9K | 0.44% | +25+0.6% | Added |
| CWM Advisors, LLC | 4,480 | $424.6K | 0.05% | −1,923−30.0% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $420.7K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 4,355 | $412.8K | 0.00% | +1,175+36.9% | Added |
| First Affirmative Financial Network | 4,354 | $412.7K | 0.48% | +61+1.4% | Added |
| Ethos Financial Group, LLC | 4,347 | $412.0K | 0.13% | −32−0.7% | Reduced |
| Toroso Investments, LLC | 4,328 | $410.0K | 0.01% | +375+9.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,315 | $409.0K | 0.21% | +525+13.9% | Added |
| Alpha Cubed Investments, LLC | 4,314 | $408.9K | 0.03% | −572−11.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,311 | $408.6K | 0.05% | +32+0.7% | Added |
| Carl P. Sherr & Co., LLC | 4,305 | $408.1K | 0.29% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,293 | $406.9K | 0.03% | −18−0.4% | Reduced |