Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q2 2023

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 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: 1,026; +11 vs. Q1 2023
Shares held: 239.2M; +1.94M (+0.8%) vs. Q1 2023
Total value: $21.1B; −$1.37B (−6.1%) vs. Q1 2023
New holders: 90; 344 more added
Sold out: 79; 360 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 1,026 institutions

Value heldQ2 2023: $21.1B

Institutions holding WEC and their total value by quarter
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, Q2 2023

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2023.

Institutions holding WEC in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Psagot Value Holdings Ltd. / (Israel)	2	$0	0.00%	−4−66.7%	Reduced
Avion Wealth	12	$0	0.00%	+7+140.0%	Added
Comerica Bank	3,487	$2	0.00%	+3,487	New
True Wealth Design, LLC	4	$353	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	4	$353	0.00%	00.0%	Unchanged
ICA Group Wealth Management, LLC	4	$353	0.00%	+4	New
USA Financial Portformulas Corp	5	$441	0.00%	00.0%	Unchanged
Headlands Technologies LLC	5	$441	0.00%	+5	New
VisionPoint Advisory Group, LLC	5	$441	0.00%	+5	New
PSI Advisors, LLC	8	$706	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	10	$882	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	11	$971	0.00%	+11	New
ClariVest Asset Management LLC	11	$1.00K	0.00%	00.0%	Unchanged
25 LLC	12	$1.10K	0.00%	+12	New
SJS Investment Consulting Inc.	16	$1.41K	0.00%	−3−15.8%	Reduced
Glen Eagle Advisors, LLC	17	$1.50K	0.00%	00.0%	Unchanged
Logan Capital Management Inc	18	$1.59K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	18	$1.59K	0.00%	−67−78.8%	Reduced
Armstrong Advisory Group, Inc	21	$1.85K	0.00%	00.0%	Unchanged
Bollard Group LLC	20	$2.00K	0.00%	+20	New
WealthPLAN Partners, LLC	23	$2.03K	0.00%	00.0%	Unchanged
MCF Advisors LLC	25	$2.21K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	25	$2.21K	0.00%	00.0%	Unchanged
Horan Securities, Inc.	29	$2.56K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	34	$3.00K	0.00%	00.0%	Unchanged
Western Pacific Wealth Management, LP	38	$3.35K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	40	$3.53K	0.00%	00.0%	Unchanged
Grove Bank & Trust	42	$3.71K	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	42	$3.71K	0.00%	+7+20.0%	Added
Sofos Investments, Inc.	88	$3.81K	0.02%	−7−7.4%	Reduced
Ridgewood Investments LLC	48	$4.21K	0.00%	00.0%	Unchanged
Abound Wealth Management	53	$4.68K	0.00%	+4+8.2%	Added
Bell Investment Advisors, Inc	55	$4.85K	0.00%	−38−40.9%	Reduced
McIlrath & Eck, LLC	61	$5.38K	0.00%	00.0%	Unchanged
Thomas J. Herzfeld Advisors, Inc.	62	$5.47K	0.00%	00.0%	Unchanged
SRS Capital Advisors, Inc.	62	$5.49K	0.00%	+2+3.3%	Added
ORG Partners LLC	63	$5.65K	0.00%	+63	New
Kelly Financial Services LLC	65	$5.74K	0.00%	00.0%	Unchanged
City Holding Co	66	$5.82K	0.00%	+66	New
Baystate Wealth Management LLC	66	$5.86K	0.00%	+1+1.5%	Added
Coppell Advisory Solutions LLC	69	$6.04K	0.00%	+69	New
Tucker Asset Management LLC	73	$6.44K	0.00%	00.0%	Unchanged
Investors Research Corp	77	$6.79K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	82	$7.24K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	84	$7.41K	0.00%	−15−15.2%	Reduced
Capital Analysts, LLC	89	$8.00K	0.00%	+51+134.2%	Added
Northwest Capital Management Inc	93	$8.19K	0.00%	+93	New
Caldwell Sutter Capital, Inc.	100	$8.82K	0.00%	00.0%	Unchanged
NVWM, LLC	100	$8.82K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	100	$8.82K	0.01%	00.0%	Unchanged
Compass Wealth Management LLC	100	$8.82K	0.00%	00.0%	Unchanged
Eagle Bay Advisors LLC	100	$8.86K	0.01%	00.0%	Unchanged
JJJ Advisors Inc.	101	$8.91K	0.00%	00.0%	Unchanged
Key Financial Inc	106	$9.35K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	110	$9.71K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	120	$10.6K	0.01%	+120	New
Oliver Lagore Vanvalin Investment Group	121	$10.7K	0.00%	+5+4.3%	Added
Mascoma Wealth Management LLC	125	$11.0K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	125	$11.0K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	128	$11.3K	0.01%	+128	New
Coastal Capital Group, Inc.	135	$11.9K	0.00%	+2+1.5%	Added
Cullen/Frost Bankers, Inc.	136	$12.0K	0.00%	−69−33.7%	Reduced
First Manhattan Co	150	$13.2K	0.00%	−153−50.5%	Reduced
Carmel Capital Partners, LLC	150	$13.2K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	156	$13.8K	0.00%	−13−7.7%	Reduced
Livforsakringsbolaget Skandia, Omsesidigt	165	$14.6K	0.00%	00.0%	Unchanged
Baker Avenue Asset Management, LP	167	$14.7K	0.00%	−56−25.1%	Reduced
Old Point Trust & Financial Services N A	167	$14.7K	0.01%	+167	New
Loomis Sayles & Co L P	176	$16.0K	0.00%	−350−66.5%	Reduced
Cornerstone Planning Group LLC	190	$16.8K	0.01%	+190	New
First Community Trust NA	192	$16.9K	0.02%	00.0%	Unchanged
Disciplined Investments, LLC	196	$17.3K	0.01%	+2+1.0%	Added
O'Dell Group, LLC	200	$17.6K	0.01%	+200	New
Highlander Capital Management, LLC	200	$18.0K	0.01%	00.0%	Unchanged
Copeland Capital Management, LLC	204	$18.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	213	$19.0K	0.00%	−4−1.8%	Reduced
Covestor Ltd	214	$19.0K	0.01%	−3−1.4%	Reduced
Hazlett, Burt & Watson, Inc.	231	$20.0K	0.01%	+231	New
Stephens Consulting, LLC	228	$20.1K	0.01%	00.0%	Unchanged
Boyd Watterson Asset Management LLC	228	$20.1K	0.01%	00.0%	Unchanged
Versant Capital Management, Inc	239	$21.1K	0.01%	−11−4.4%	Reduced
CoreFirst Bank & Trust	245	$21.6K	0.02%	00.0%	Unchanged
Central Bank & Trust Co	250	$22.1K	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	254	$22.4K	0.01%	+1+0.4%	Added
Achmea Investment Management B.V.	262	$23.0K	0.00%	00.0%	Unchanged
First Capital Advisors Group, LLC.	268	$23.6K	0.01%	+268	New
Asset Dedication, LLC	276	$24.0K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	282	$24.9K	0.00%	00.0%	Unchanged
Arrow Financial Corp	285	$25.1K	0.00%	−15−5.0%	Reduced
Raleigh Capital Management Inc.	286	$25.2K	0.01%	+53+22.7%	Added
FinTrust Capital Advisors, LLC	270	$25.3K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	288	$25.5K	0.01%	00.0%	Unchanged
Silvant Capital Management LLC	290	$25.6K	0.00%	00.0%	Unchanged
Lumature Wealth Partners, LLC	293	$25.9K	0.02%	+15+5.4%	Added
Studio Investment Management LLC	297	$26.2K	0.01%	+297	New
Brown Brothers Harriman & Co	298	$26.3K	0.00%	−106−26.2%	Reduced
Northwest Bank & Trust Co	300	$26.5K	0.03%	+300	New
Dakota Community Bank & Trust NA	311	$27.4K	0.16%	+311	New
First Personal Financial Services	320	$28.2K	0.01%	00.0%	Unchanged
Tfo-TDC, LLC	320	$28.2K	0.01%	+204+175.9%	Added