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 |
|---|---|---|---|---|---|
| Compass Financial Group, INC | 2,938 | $278.5K | 0.09% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $277.6K | 0.04% | +400+15.8% | Added |
| Mark Stevens | 2,912 | $276.0K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,905 | $275.4K | 0.07% | −375−11.4% | Reduced |
| Lodestone Wealth Management LLC | 2,888 | $273.8K | 0.21% | −169−5.5% | Reduced |
| Financial Counselors Inc | 2,874 | $272.0K | 0.01% | −41−1.4% | Reduced |
| Strategy Asset Managers LLC | 2,866 | $271.7K | 0.07% | −105−3.5% | Reduced |
| West Michigan Advisors, LLC | 2,864 | $271.5K | 0.15% | +2,864 | New |
| Carlson Capital Management | 2,853 | $270.4K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,851 | $270.2K | 0.12% | −2−0.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $268.3K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $268.3K | 0.14% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,800 | $265.4K | 0.01% | +292+11.6% | Added |
| Argent Trust Co | 2,786 | $264.1K | 0.02% | +150+5.7% | Added |
| Principle Wealth Partners LLC | 2,770 | $262.6K | 0.03% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,763 | $262.0K | 0.01% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,754 | $261.0K | 0.10% | +2,754 | New |
| Baldwin Investment Management, LLC | 2,704 | $256.3K | 0.05% | +4+0.1% | Added |
| Live Oak Private Wealth LLC | 2,702 | $256.1K | 0.05% | +10+0.4% | Added |
| Arcadia Investment Management Corp | 2,700 | $255.9K | 0.06% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,693 | $255.2K | 0.01% | −154−5.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,689 | $254.9K | 0.05% | +2,689 | New |
| First Command Bank | 2,677 | $253.8K | 0.03% | −29−1.1% | Reduced |
| First Command Financial Services, Inc. | 2,677 | $253.8K | 0.03% | −29−1.1% | Reduced |
| IFG Advisors, LLC | 2,670 | $253.1K | 0.10% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,667 | $252.8K | 0.05% | +3+0.1% | Added |
| MBE Wealth Management, LLC | 2,662 | $252.3K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $252.0K | 0.07% | −100−3.6% | Reduced |
| Birch Hill Investment Advisors LLC | 2,637 | $250.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,632 | $249.5K | 0.01% | −2,986−53.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $249.1K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,633 | $249.0K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,625 | $248.8K | 0.01% | +28+1.1% | Added |
| Empire Financial Management Company, LLC | 2,624 | $248.8K | 0.10% | +2,624 | New |
| Siemens Fonds Invest GmbH | 2,624 | $248.7K | 0.03% | −24−0.9% | Reduced |
| Johnson Midwest Financial, LLC | 2,617 | $248.1K | 0.36% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,604 | $246.8K | 0.04% | −1,650−38.8% | Reduced |
| MJP Associates Inc | 2,600 | $246.4K | 0.08% | −46−1.7% | Reduced |
| Regal Investment Advisors LLC | 2,586 | $245.1K | 0.02% | −209−7.5% | Reduced |
| Perigon Wealth Management, LLC | 2,581 | $244.7K | 0.01% | −172−6.2% | Reduced |
| Virtu Financial LLC | 2,565 | $243.0K | 0.03% | −664−20.6% | Reduced |
| Waters Parkerson & Co., LLC | 2,544 | $241.0K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $241.0K | 0.02% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,531 | $239.9K | 0.03% | +291+13.0% | Added |
| SkyOak Wealth, LLC | 2,531 | $239.9K | 0.07% | −127−4.8% | Reduced |
| Cresset Asset Management, LLC | 2,519 | $238.8K | 0.00% | +2,519 | New |
| Jefferies Financial Group Inc. | 2,516 | $238.5K | 0.01% | +2,516 | New |
| Warther Private Wealth, LLC | 2,515 | $238.4K | 0.18% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,512 | $238.1K | 0.02% | −613−19.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,496 | $237.0K | 0.16% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,493 | $236.3K | 0.02% | +2,493 | New |
| Pacific Capital Wealth Advisors, Inc | 2,490 | $236.0K | 0.06% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,477 | $234.8K | 0.09% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,462 | $233.4K | 0.00% | +753+44.1% | Added |
| Executive Wealth Management, LLC | 2,460 | $233.2K | 0.03% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,447 | $232.0K | 0.01% | +2,447 | New |
| Carnegie Capital Asset Management, LLC | 2,434 | $230.7K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,419 | $229.3K | 0.01% | −1,418−37.0% | Reduced |
| Graypoint LLC | 2,416 | $229.0K | 0.02% | +2,416 | New |
| SeaCrest Wealth Management, LLC | 2,402 | $227.7K | 0.03% | −107−4.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,400 | $227.5K | 0.09% | −160−6.3% | Reduced |
| Intrua Financial, LLC | 2,409 | $226.1K | 0.05% | −296−10.9% | Reduced |
| Tompkins Financial Corp | 2,385 | $226.1K | 0.04% | −10.0% | Reduced |
| Gateway Wealth Partners, LLC | 2,379 | $225.5K | 0.03% | +10.0% | Added |
| Hilltop Partners LLC | 2,377 | $225.3K | 0.10% | 00.0% | Unchanged |
| LCNB Corp | 2,371 | $224.7K | 0.10% | −100−4.0% | Reduced |
| StrategIQ Financial Group, LLC | 2,364 | $224.0K | 0.03% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $223.7K | 0.05% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,355 | $223.2K | 0.01% | +2,355 | New |
| Lido Advisors, LLC | 2,966 | $223.1K | 0.00% | +537+22.1% | Added |
| Monetary Management Group Inc | 2,350 | $222.8K | 0.07% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,341 | $221.9K | 0.90% | +2,341 | New |
| Liberty Wealth Management LLC | 2,337 | $221.6K | 0.05% | +2,337 | New |
| Meritage Group LP | 2,328 | $221.0K | 0.01% | −39−1.6% | Reduced |
| Roman Butler Fullerton & Co | 2,244 | $220.4K | 0.11% | +19+0.9% | Added |
| Jump Financial, LLC | 2,320 | $219.9K | 0.01% | −5,659−70.9% | Reduced |
| Bailard, Inc. | 2,302 | $218.2K | 0.01% | −901−28.1% | Reduced |
| StoneX Group Inc. | 2,294 | $217.4K | 0.02% | +2,294 | New |
| Osborne Partners Capital Management, LLC | 2,277 | $215.8K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,261 | $214.3K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,257 | $213.9K | 0.06% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,255 | $213.8K | 0.15% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,254 | $213.7K | 0.01% | +541+31.6% | Added |
| CFM Wealth Partners LLC | 2,245 | $212.8K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 2,221 | $211.0K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2,223 | $210.7K | 0.01% | +2,223 | New |
| Ipswich Investment Management Co., Inc. | 2,222 | $210.6K | 0.06% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 2,221 | $210.5K | 0.00% | +2,221 | New |
| Tower Bridge Advisors | 2,216 | $210.1K | 0.02% | +31+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,212 | $209.6K | 0.04% | +4+0.2% | Added |
| Capital Management Corp | 2,200 | $208.5K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,200 | $208.5K | 0.01% | +2,200 | New |
| CWA Asset Management Group, LLC | 2,188 | $207.4K | 0.02% | −18−0.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $205.7K | 0.03% | −200−8.4% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $205.6K | 0.03% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,169 | $205.6K | 0.03% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,154 | $204.2K | 0.03% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,154 | $204.2K | 0.15% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $203.8K | 0.14% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,141 | $203.0K | 0.01% | +2,141 | New |