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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 2,130 | $202.0K | 0.01% | −34−1.6% | Reduced |
| Intrust Bank NA | 2,128 | $201.7K | 0.03% | +2,128 | New |
| Parkside Financial Bank & Trust | 2,086 | $197.7K | 0.05% | −1,002−32.4% | Reduced |
| Sentry Investment Management LLC | 2,072 | $196.0K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,032 | $192.6K | 0.06% | +902+79.8% | Added |
| Cary Street Partner Investment Advisory LLC | 2,019 | $191.4K | 0.01% | −52−2.5% | Reduced |
| Focused Wealth Management, Inc | 1,979 | $187.6K | 0.04% | +17+0.9% | Added |
| Addison Advisors LLC | 1,926 | $182.6K | 0.10% | −404−17.3% | Reduced |
| Spire Wealth Management | 1,854 | $175.8K | 0.01% | +349+23.2% | Added |
| Motco | 1,817 | $172.2K | 0.01% | −326−15.2% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $162.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,697 | $160.9K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $158.3K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,602 | $152.0K | 0.00% | −146,036−98.9% | Reduced |
| Park Place Capital Corp | 1,601 | $151.8K | 0.04% | −32−2.0% | Reduced |
| Bray Capital Advisors | 1,592 | $150.9K | 0.04% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,558 | $147.7K | 0.10% | +58+3.9% | Added |
| Hills Bank & Trust Co | 1,549 | $146.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,548 | $146.7K | 0.01% | −1,682−52.1% | Reduced |
| Massmutual Trust Co FSB | 1,534 | $145.4K | 0.01% | +319+26.3% | Added |
| Strategic Investment Solutions, Inc. | 1,502 | $142.4K | 0.03% | +1,502 | New |
| Vestor Capital, LLC | 1,449 | $137.0K | 0.02% | −3−0.2% | Reduced |
| Laffer Tengler Investments | 1,424 | $135.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,410 | $133.7K | 0.01% | −1,888−57.2% | Reduced |
| JNBA Financial Advisors | 1,373 | $130.1K | 0.02% | −172−11.1% | Reduced |
| Acadian Asset Management LLC | 1,380 | $130.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $126.8K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,283 | $121.6K | 0.03% | −55−4.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1,269 | $120.3K | 0.01% | +586+85.8% | Added |
| Harbor Investment Advisory, LLC | 1,244 | $117.9K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,209 | $114.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,194 | $113.1K | 0.03% | −607−33.7% | Reduced |
| Quent Capital, LLC | 1,136 | $107.7K | 0.02% | +5+0.4% | Added |
| Column Capital Advisors, LLC | 1,101 | $104.4K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,076 | $102.0K | 0.01% | −1−0.1% | Reduced |
| Intelligent Financial Strategies | 1,059 | $100.3K | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,045 | $99.1K | 0.00% | −93,236−98.9% | Reduced |
| Whittier Trust Co | 1,035 | $98.1K | 0.00% | −1,159−52.8% | Reduced |
| Alta Advisers Ltd | 1,000 | $94.8K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $94.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $93.1K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 950 | $91.4K | 0.06% | +950 | New |
| Carolinas Wealth Consulting LLC | 16,485 | $89.4K | 0.02% | +22+0.1% | Added |
| Lindbrook Capital, LLC | 938 | $88.9K | 0.01% | +637+211.6% | Added |
| Capital Advisors, Ltd. LLC | 912 | $86.0K | 0.01% | +41+4.7% | Added |
| Atlantic Private Wealth, LLC | 892 | $84.5K | 0.09% | +892 | New |
| Boit C F David | 867 | $83.9K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 883 | $83.7K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 875 | $83.0K | 0.01% | −184−17.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 821 | $77.8K | 0.04% | −73−8.2% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 820 | $77.7K | 0.03% | −164−16.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 800 | $76.0K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 748 | $74.6K | 0.07% | −16−2.1% | Reduced |
| Prestige Wealth Management Group LLC | 781 | $74.0K | 0.02% | −22−2.7% | Reduced |
| Avalon Trust Co | 771 | $73.1K | 0.01% | +771 | New |
| Independence Bank of Kentucky | 756 | $71.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 729 | $69.1K | 0.00% | +299+69.5% | Added |
| Register Financial Advisors LLC | 720 | $68.2K | 0.05% | +720 | New |
| Colonial Trust Co | 713 | $67.6K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 688 | $65.2K | 0.01% | +73+11.9% | Added |
| First Horizon Advisors, Inc. | 681 | $64.6K | 0.00% | −36−5.0% | Reduced |
| Operose Advisors LLC | 681 | $64.6K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $61.6K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 650 | $61.6K | 0.01% | +50+8.3% | Added |
| Clear Street Markets LLC | 620 | $59.0K | 0.02% | +301+94.4% | Added |
| Sound Income Strategies, LLC | 615 | $58.3K | 0.01% | +87+16.5% | Added |
| Hollencrest Capital Management | 612 | $58.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 600 | $56.9K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $56.9K | 0.04% | 00.0% | Unchanged |
| Glassman Wealth Services | 594 | $56.3K | 0.01% | +65+12.3% | Added |
| Strengthening Families & Communities, LLC | 586 | $56.0K | 0.05% | +5+0.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 583 | $55.3K | 0.00% | +387+197.4% | Added |
| Pinebridge Investments, L.P. | 582 | $55.2K | 0.00% | +43+8.0% | Added |
| Anchor Investment Management, LLC | 578 | $54.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 575 | $54.5K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 566 | $53.7K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 560 | $53.1K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $52.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $52.4K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 529 | $52.0K | 0.00% | −32−5.7% | Reduced |
| Group One Trading, L.P. | 547 | $51.9K | 0.00% | +547 | New |
| Horizons Wealth Management | 541 | $51.2K | 0.04% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $50.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 526 | $50.0K | 0.00% | +190+56.5% | Added |
| Resources Management Corp | 193 | $49.0K | 0.01% | −8,469−97.8% | Reduced |
| State of Wyoming | 509 | $48.2K | 0.02% | +41+8.8% | Added |
| Perritt Capital Management Inc | 500 | $47.4K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $45.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 470 | $44.4K | 0.01% | +470 | New |
| Old North State Trust, LLC | 466 | $44.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $43.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $43.5K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $43.3K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 450 | $43.0K | 0.00% | +450 | New |
| Front Row Advisors LLC | 441 | $42.0K | 0.02% | +26+6.3% | Added |
| Essex Investment Management Co LLC | 430 | $40.8K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 426 | $40.4K | 0.01% | +426 | New |
| Atticus Wealth Management, LLC | 420 | $39.8K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $39.6K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 412 | $39.1K | 0.00% | 00.0% | Unchanged |