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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 326 | $28.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $28.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $29.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 334 | $29.5K | 0.01% | 00.0% | Unchanged |
| Trust Co | 338 | $29.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 347 | $30.6K | 0.00% | +40+13.0% | Added |
| Ancora Advisors, LLC | 350 | $30.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 343 | $31.0K | 0.01% | +5+1.5% | Added |
| CVA Family Office, LLC | 355 | $31.3K | 0.01% | −5−1.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 360 | $31.8K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 371 | $32.7K | 0.01% | +371 | New |
| VitalStone Financial, LLC | 371 | $35.0K | 0.02% | +371 | New |
| Clear Street Markets LLC | 412 | $36.0K | 0.01% | −208−33.5% | Reduced |
| South State Corp. | 411 | $36.3K | 0.00% | −798−66.0% | Reduced |
| Clearview Wealth Advisors LLC | 412 | $36.3K | 0.04% | +3+0.7% | Added |
| Credit Agricole S A | 412 | $36.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $36.9K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $37.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 426 | $37.6K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $37.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 439 | $39.0K | 0.02% | −2−0.5% | Reduced |
| Sittner & Nelson, LLC | 457 | $40.3K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $40.5K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $40.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $42.4K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $44.1K | 0.03% | −450−47.4% | Reduced |
| Perritt Capital Management Inc | 500 | $44.1K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 541 | $47.2K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 515 | $47.9K | 0.00% | −14−2.6% | Reduced |
| GW&K Investment Management, LLC | 549 | $48.0K | 0.00% | +99+22.0% | Added |
| Quarry LP | 549 | $48.4K | 0.03% | +433+373.3% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $48.8K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $49.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 559 | $49.3K | 0.01% | −91−14.0% | Reduced |
| Deseret Mutual Benefit Administrators | 560 | $49.4K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 566 | $49.9K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 575 | $50.7K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $51.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 578 | $51.0K | 0.01% | +578 | New |
| St. Johns Investment Management Company, LLC | 580 | $51.2K | 0.03% | +250+75.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 586 | $51.8K | 0.00% | +3+0.5% | Added |
| Barrett & Company, Inc. | 600 | $52.9K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 601 | $53.0K | 0.04% | +601 | New |
| Hollencrest Capital Management | 612 | $54.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 614 | $54.2K | 0.01% | −1−0.2% | Reduced |
| Glassman Wealth Services | 622 | $54.9K | 0.01% | +28+4.7% | Added |
| Fairfield, Bush & Co. | 642 | $56.6K | 0.02% | +642 | New |
| Concord Wealth Partners | 644 | $56.9K | 0.01% | −550−46.1% | Reduced |
| Strengthening Families & Communities, LLC | 644 | $57.0K | 0.02% | +58+9.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $57.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 654 | $57.7K | 0.00% | −75−10.3% | Reduced |
| State of Wyoming | 680 | $60.0K | 0.02% | +171+33.6% | Added |
| First Horizon Advisors, Inc. | 681 | $60.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 681 | $60.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 696 | $61.4K | 0.02% | −187−21.2% | Reduced |
| Fiduciary Alliance LLC | 700 | $61.8K | 0.01% | +700 | New |
| Colonial Trust Co | 713 | $62.9K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 717 | $63.3K | 0.05% | +717 | New |
| Register Financial Advisors LLC | 720 | $63.5K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 736 | $64.9K | 0.04% | +136+22.7% | Added |
| EverSource Wealth Advisors, LLC | 749 | $66.1K | 0.01% | +61+8.9% | Added |
| Independence Bank of Kentucky | 756 | $66.7K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 771 | $68.0K | 0.03% | −49−6.0% | Reduced |
| Avalon Trust Co | 771 | $68.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 800 | $71.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 855 | $75.4K | 0.01% | −83−8.8% | Reduced |
| BerganKDV Wealth Management, LLC | 859 | $75.8K | 0.01% | −410−32.3% | Reduced |
| Boit C F David | 867 | $76.5K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 884 | $78.0K | 0.01% | −28−3.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 887 | $78.3K | 0.04% | +66+8.0% | Added |
| Atlantic Private Wealth, LLC | 900 | $79.4K | 0.08% | +8+0.9% | Added |
| First Pacific Financial | 902 | $79.6K | 0.03% | +902 | New |
| Safeguard Financial, LLC | 941 | $83.0K | 0.04% | +941 | New |
| Carolinas Wealth Consulting LLC | 16,485 | $84.3K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $86.7K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,010 | $87.1K | 0.02% | −492−32.8% | Reduced |
| Alta Advisers Ltd | 1,000 | $88.2K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 1,012 | $89.3K | 0.02% | +12+1.2% | Added |
| Whittier Trust Co | 1,035 | $91.3K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $93.4K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,091 | $96.3K | 0.01% | −10−0.9% | Reduced |
| Union Savings Bank | 1,100 | $98.8K | 0.06% | +1,100 | New |
| Tradition Wealth Management, LLC | 1,150 | $102.0K | 0.01% | +74+6.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $103.1K | 0.05% | +1,168 | New |
| Quent Capital, LLC | 1,175 | $103.7K | 0.02% | +39+3.4% | Added |
| Stonebridge Capital Advisors LLC | 1,178 | $103.9K | 0.01% | +303+34.6% | Added |
| Sunbelt Securities, Inc. | 1,181 | $104.2K | 0.01% | +711+151.3% | Added |
| Harbor Investment Advisory, LLC | 1,244 | $109.8K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,293 | $114.1K | 0.03% | +10+0.8% | Added |
| Financial Perspectives, Inc | 1,338 | $118.1K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,353 | $119.4K | 0.02% | +1,353 | New |
| Proequities, Inc. | 1,367 | $120.6K | 0.01% | −43−3.0% | Reduced |
| Acadian Asset Management LLC | 1,380 | $121.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,373 | $121.2K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,392 | $122.8K | 0.02% | −157−10.1% | Reduced |
| Prestige Wealth Management Group LLC | 1,422 | $125.5K | 0.03% | +641+82.1% | Added |
| Laffer Tengler Investments | 1,424 | $125.7K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,465 | $129.3K | 0.00% | −69−4.5% | Reduced |
| Clean Yield Group | 1,470 | $129.7K | 0.05% | −200−12.0% | Reduced |
| Vestor Capital, LLC | 1,518 | $134.0K | 0.01% | +69+4.8% | Added |