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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 4,281 | $405.8K | 0.08% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,268 | $404.6K | 0.01% | −1,542−26.5% | Reduced |
| Ziegler Capital Management, LLC | 4,239 | $401.8K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 4,230 | $401.0K | 0.03% | +1,404+49.7% | Added |
| 1st Source Bank | 4,202 | $398.3K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,202 | $398.3K | 0.03% | +4,202 | New |
| Cerro Pacific Wealth Advisors LLC | 4,180 | $396.2K | 0.22% | +24+0.6% | Added |
| Reynders McVeigh Capital Management, LLC | 4,159 | $394.0K | 0.03% | −100−2.3% | Reduced |
| Private Trust Co NA | 4,094 | $388.1K | 0.05% | −154−3.6% | Reduced |
| Krane Funds Advisors LLC | 3,942 | $388.0K | 0.02% | −1,840−31.8% | Reduced |
| Alhambra Investment Partners LLC | 4,085 | $387.2K | 0.27% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,082 | $386.9K | 0.05% | −177−4.2% | Reduced |
| Parallel Advisors, LLC | 4,072 | $386.0K | 0.01% | +871+27.2% | Added |
| Bryn Mawr Trust Co | 4,075 | $386.0K | 0.02% | +12+0.3% | Added |
| Old Mission Investment Co LLC | 4,069 | $385.7K | 0.15% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,066 | $385.4K | 0.08% | +35+0.9% | Added |
| AlphaCore Capital LLC | 4,065 | $385.4K | 0.10% | +4,065 | New |
| Bard Financial Services, Inc. | 4,060 | $384.8K | 0.03% | 00.0% | Unchanged |
| Howe & Rusling Inc | 4,019 | $381.0K | 0.05% | +4,019 | New |
| Bradley Foster & Sargent Inc | 4,016 | $380.7K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,012 | $380.3K | 0.02% | +36+0.9% | Added |
| Brandywine Oak Private Wealth LLC | 4,003 | $379.4K | 0.04% | −168−4.0% | Reduced |
| Ossiam | 3,990 | $378.2K | 0.01% | −8,875−69.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,967 | $376.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,947 | $374.0K | 0.08% | −172−4.2% | Reduced |
| Equitable Holdings, Inc. | 3,941 | $373.6K | 0.01% | −277−6.6% | Reduced |
| WSFS Capital Management, LLC | 3,934 | $372.9K | 0.04% | −69−1.7% | Reduced |
| Main Street Financial Solutions, LLC | 3,887 | $369.0K | 0.05% | −721−15.6% | Reduced |
| Values First Advisors, Inc. | 3,881 | $367.9K | 0.23% | +228+6.2% | Added |
| Bank of New Hampshire | 3,870 | $366.8K | 0.11% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,849 | $364.8K | 0.01% | +9+0.2% | Added |
| Midwest Professional Planners, LTD. | 3,832 | $363.2K | 0.18% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,827 | $362.8K | 0.21% | +561+17.2% | Added |
| Fund Management at Engine No. 1 LLC | 3,826 | $362.7K | 0.07% | +352+10.1% | Added |
| WealthTrust Axiom LLC | 3,816 | $361.7K | 0.12% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 3,807 | $360.9K | 0.22% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,795 | $360.0K | 0.07% | −69−1.8% | Reduced |
| Chesapeake Asset Management LLC | 3,774 | $357.8K | 0.33% | +3,774 | New |
| Daymark Wealth Partners, LLC | 3,767 | $357.1K | 0.05% | +3,767 | New |
| Merit Financial Group, LLC | 3,764 | $356.8K | 0.01% | −89−2.3% | Reduced |
| Brady Family Wealth, LLC | 3,761 | $356.5K | 0.14% | +27+0.7% | Added |
| Capital Advisors Inc | 3,746 | $355.1K | 0.01% | +7+0.2% | Added |
| Schechter Investment Advisors, LLC | 3,714 | $352.1K | 0.03% | +270+7.8% | Added |
| Sequoia Financial Advisors, LLC | 3,710 | $351.7K | 0.01% | +540+17.0% | Added |
| Banque Pictet & Cie SA | 3,683 | $349.1K | 0.00% | −3,053−45.3% | Reduced |
| John G Ullman & Associates Inc | 3,682 | $349.0K | 0.05% | −29−0.8% | Reduced |
| Clarius Group, LLC | 3,675 | $348.4K | 0.03% | +137+3.9% | Added |
| First Heartland Consultants, Inc. | 3,654 | $346.4K | 0.05% | +48+1.3% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $346.0K | 0.08% | 00.0% | Unchanged |
| Lincoln National Corp | 3,600 | $341.3K | 0.01% | −30−0.8% | Reduced |
| Coldstream Capital Management Inc | 3,593 | $340.6K | 0.01% | +589+19.6% | Added |
| OneAscent Wealth Management LLC | 3,591 | $340.0K | 0.13% | +7+0.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,577 | $339.0K | 0.35% | +184+5.4% | Added |
| Checchi Capital Advisers, LLC | 3,544 | $336.0K | 0.03% | −272−7.1% | Reduced |
| Financial Advocates Investment Management | 3,537 | $335.3K | 0.03% | +15+0.4% | Added |
| Change Path, LLC | 3,527 | $334.0K | 0.02% | +1,202+51.7% | Added |
| IAG Wealth Partners, LLC | 3,520 | $333.7K | 0.09% | −86−2.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,500 | $331.8K | 0.01% | −42−1.2% | Reduced |
| Blue Chip Partners, Inc. | 3,475 | $329.4K | 0.04% | +25+0.7% | Added |
| Sandy Spring Bank | 3,444 | $326.5K | 0.02% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,424 | $324.6K | 0.20% | −2−0.1% | Reduced |
| Vident Investment Advisory, LLC | 3,422 | $324.4K | 0.01% | −12,158−78.0% | Reduced |
| Ambassador Advisors, LLC | 3,446 | $323.3K | 0.07% | +3,446 | New |
| Crewe Advisors LLC | 3,400 | $322.2K | 0.05% | +24+0.7% | Added |
| Rehmann Capital Advisory Group | 3,398 | $322.1K | 0.03% | +59+1.8% | Added |
| Centennial Wealth Advisory LLC | 3,396 | $321.9K | 0.17% | +450+15.3% | Added |
| MQS Management LLC | 3,383 | $320.7K | 0.21% | +3,383 | New |
| Inspirion Wealth Advisors, LLC | 3,380 | $320.4K | 0.06% | +71+2.1% | Added |
| Zions Bancorporation, N.A. | 3,366 | $319.1K | 0.03% | −40−1.2% | Reduced |
| BLB&B Advisors, LLC | 3,364 | $318.9K | 0.02% | +528+18.6% | Added |
| Summit Asset Management, LLC | 3,335 | $316.1K | 0.09% | 00.0% | Unchanged |
| Bank of Stockton | 3,332 | $315.8K | 0.11% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,305 | $313.3K | 0.03% | +137+4.3% | Added |
| D L Carlson Investment Group Inc | 3,255 | $309.0K | 0.07% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,251 | $308.2K | 0.19% | −28−0.9% | Reduced |
| Sterling Investment Advisors LLC | 3,250 | $308.1K | 0.20% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,246 | $307.7K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,244 | $307.5K | 0.03% | +430+15.3% | Added |
| LGT Financial Advisors LLC | 3,222 | $305.4K | 0.57% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 3,207 | $303.9K | 0.22% | +13+0.4% | Added |
| Pitcairn Co | 3,189 | $302.3K | 0.03% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,165 | $300.0K | 0.07% | −120−3.7% | Reduced |
| Capital Asset Advisory Services LLC | 3,134 | $297.0K | 0.02% | −3,286−51.2% | Reduced |
| Umb Bank N A | 3,097 | $293.6K | 0.00% | +210+7.3% | Added |
| Lazard Asset Management LLC | 3,065 | $290.0K | 0.00% | −25,919−89.4% | Reduced |
| Stephens Inc | 3,058 | $289.9K | 0.01% | +295+10.7% | Added |
| CRA Financial Services, LLC | 3,030 | $287.2K | 0.09% | 00.0% | Unchanged |
| Bremer Bank National Association | 3,028 | $287.0K | 0.06% | +35+1.2% | Added |
| Acrisure Capital Management, LLC | 3,018 | $286.1K | 0.29% | −4,389−59.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,049 | $285.8K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,863 | $283.5K | 0.00% | −4,800−62.6% | Reduced |
| Connectus Wealth, LLC | 2,988 | $283.2K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,985 | $282.9K | 0.01% | +2,985 | New |
| Axiom Financial Strategies, LLC | 2,984 | $282.8K | 0.16% | +193+6.9% | Added |
| Capital Investment Services of America, Inc. | 2,981 | $282.6K | 0.03% | 00.0% | Unchanged |
| First Interstate Bank | 2,979 | $282.4K | 0.02% | −25−0.8% | Reduced |
| Boston Financial Mangement LLC | 2,972 | $281.7K | 0.01% | +52+1.8% | Added |
| Gladstone Institutional Advisory LLC | 2,949 | $279.5K | 0.02% | +449+18.0% | Added |
| Ostrum Asset Management | 2,946 | $279.3K | 0.02% | +2,946 | New |
| Providence Wealth Advisors, LLC | 2,891 | $279.1K | 0.21% | +10+0.3% | Added |