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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 1,558 | $137.5K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,573 | $138.8K | 0.01% | +1,573 | New |
| AdvisorNet Financial, Inc | 1,581 | $139.5K | 0.01% | +33+2.1% | Added |
| Bray Capital Advisors | 1,592 | $140.5K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,599 | $141.1K | 0.04% | −2−0.1% | Reduced |
| PCA Investment Advisory Services Inc. | 1,628 | $143.7K | 0.09% | +1,628 | New |
| Farther Finance Advisors, LLC | 1,693 | $149.4K | 0.03% | −339−16.7% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $150.8K | 0.01% | 00.0% | Unchanged |
| Motco | 1,711 | $151.0K | 0.01% | −106−5.8% | Reduced |
| Spire Wealth Management | 1,857 | $163.9K | 0.01% | +3+0.2% | Added |
| Addison Advisors LLC | 1,926 | $170.0K | 0.08% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,995 | $176.0K | 0.10% | +1,995 | New |
| Focused Wealth Management, Inc | 1,997 | $176.2K | 0.03% | +18+0.9% | Added |
| Penserra Capital Management LLC | 2,046 | $179.0K | 0.00% | +2,028+11,266.7% | Added |
| Sentry Investment Management LLC | 2,072 | $183.0K | 0.07% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,086 | $184.0K | 0.00% | +484+30.2% | Added |
| Parkside Financial Bank & Trust | 2,168 | $191.3K | 0.05% | +82+3.9% | Added |
| Thompson Investment Management, Inc. | 2,169 | $191.4K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,190 | $193.2K | 0.00% | +1,608+276.3% | Added |
| TSFG, LLC | 2,225 | $196.0K | 0.07% | +4+0.2% | Added |
| TCTC Holdings, LLC | 2,254 | $198.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,257 | $199.2K | 0.06% | 00.0% | Unchanged |
| First Command Bank | 2,262 | $199.6K | 0.02% | −415−15.5% | Reduced |
| First Command Financial Services, Inc. | 2,262 | $199.6K | 0.02% | −415−15.5% | Reduced |
| Osborne Partners Capital Management, LLC | 2,277 | $200.9K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,277 | $201.0K | 0.01% | +2,277 | New |
| Capital City Trust Co | 2,287 | $201.8K | 0.06% | +2,287 | New |
| CFM Wealth Partners LLC | 2,290 | $202.1K | 0.05% | +45+2.0% | Added |
| Roman Butler Fullerton & Co | 2,264 | $202.9K | 0.09% | +20+0.9% | Added |
| Bailard, Inc. | 2,302 | $203.1K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,325 | $205.2K | 0.01% | +184+8.6% | Added |
| Monetary Management Group Inc | 2,350 | $207.4K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,354 | $207.7K | 0.05% | +17+0.7% | Added |
| AMG National Trust Bank | 2,355 | $207.8K | 0.01% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $208.2K | 0.04% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,364 | $208.6K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 2,371 | $209.2K | 0.09% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,377 | $209.7K | 0.09% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,385 | $210.5K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,388 | $210.7K | 0.01% | +200+9.1% | Added |
| Aigen Investment Management, LP | 2,391 | $211.0K | 0.03% | +2,391 | New |
| Graypoint LLC | 2,397 | $211.5K | 0.02% | −19−0.8% | Reduced |
| UniSuper Management Pty Ltd | 2,400 | $211.8K | 0.00% | +2,400 | New |
| SeaCrest Wealth Management, LLC | 2,402 | $212.0K | 0.03% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,404 | $212.1K | 0.08% | +4+0.2% | Added |
| Trust Investment Advisors | 2,404 | $212.1K | 0.17% | +2,404 | New |
| Intrua Financial, LLC | 2,405 | $212.2K | 0.04% | −4−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 2,433 | $214.7K | 0.00% | +2,433 | New |
| Carnegie Capital Asset Management, LLC | 2,434 | $214.8K | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,439 | $215.2K | 0.02% | −54−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,450 | $216.2K | 0.01% | +431+21.3% | Added |
| Jones Financial Companies LLLP | 2,468 | $217.8K | 0.00% | +6+0.2% | Added |
| Executive Wealth Management, LLC | 2,469 | $217.9K | 0.02% | +9+0.4% | Added |
| Integris Wealth Management, LLC | 2,477 | $218.6K | 0.08% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,481 | $218.9K | 0.04% | +102+4.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,490 | $219.7K | 0.06% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,496 | $220.0K | 0.14% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 2,500 | $220.6K | 0.02% | +2,500 | New |
| Buckingham Strategic Wealth, LLC | 2,504 | $220.9K | 0.00% | −545−17.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,512 | $221.7K | 0.02% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,515 | $221.9K | 0.15% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,517 | $222.1K | 0.01% | −64−2.5% | Reduced |
| SkyOak Wealth, LLC | 2,531 | $223.3K | 0.06% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,544 | $224.0K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $224.3K | 0.02% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,572 | $227.0K | 0.06% | +350+15.8% | Added |
| Flagship Harbor Advisors, LLC | 2,588 | $228.4K | 0.02% | +2,588 | New |
| MJP Associates Inc | 2,594 | $228.9K | 0.08% | −6−0.2% | Reduced |
| Quantamental Technologies LLC | 2,603 | $229.7K | 0.10% | +2,603 | New |
| Siemens Fonds Invest GmbH | 2,624 | $230.4K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,617 | $230.9K | 0.16% | −590−18.4% | Reduced |
| Johnson Midwest Financial, LLC | 2,617 | $230.9K | 0.20% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,627 | $231.8K | 0.02% | +41+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $231.9K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,633 | $232.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,637 | $232.7K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,645 | $233.4K | 0.01% | −155−5.5% | Reduced |
| Summit Trail Advisors, LLC | 2,656 | $234.4K | 0.01% | +2,656 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $234.6K | 0.06% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,662 | $234.9K | 0.13% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,670 | $235.6K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,694 | $237.7K | 0.28% | +2,694 | New |
| Advisor OS, LLC | 2,696 | $237.9K | 0.04% | +2,696 | New |
| Arcadia Investment Management Corp | 2,700 | $238.2K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,704 | $238.6K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,706 | $238.8K | 0.05% | −199−6.9% | Reduced |
| Brighton Jones LLC | 2,708 | $238.9K | 0.01% | +83+3.2% | Added |
| Pine Valley Investments Ltd Liability Co | 2,716 | $239.7K | 0.02% | +2,716 | New |
| Live Oak Private Wealth LLC | 2,730 | $240.9K | 0.05% | +28+1.0% | Added |
| V Wealth Advisors LLC | 2,769 | $244.3K | 0.04% | +102+3.8% | Added |
| Principle Wealth Partners LLC | 2,770 | $244.4K | 0.02% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,786 | $245.8K | 0.03% | −195−6.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,792 | $246.4K | 0.11% | −59−2.1% | Reduced |
| International Assets Investment Management, LLC | 2,824 | $249.1K | 0.03% | +220+8.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $249.7K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $249.7K | 0.12% | 00.0% | Unchanged |
| Carlson Capital Management | 2,843 | $250.9K | 0.02% | −10−0.4% | Reduced |
| Stephens Inc | 2,845 | $251.0K | 0.00% | −213−7.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,847 | $251.2K | 0.02% | +2,847 | New |
| CWS Financial Advisors, LLC | 2,869 | $253.1K | 0.10% | +115+4.2% | Added |