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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 2,875 | $253.7K | 0.06% | +9+0.3% | Added |
| Providence Wealth Advisors, LLC | 2,811 | $253.9K | 0.28% | −80−2.8% | Reduced |
| Financial Counselors Inc | 2,874 | $254.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,879 | $254.0K | 0.02% | −2,431−45.8% | Reduced |
| Lodestone Wealth Management LLC | 2,888 | $254.8K | 0.18% | 00.0% | Unchanged |
| Mark Stevens | 2,912 | $257.0K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,922 | $257.8K | 0.01% | +290+11.0% | Added |
| Argent Trust Co | 2,923 | $257.9K | 0.01% | +137+4.9% | Added |
| Isthmus Partners, LLC | 2,929 | $258.5K | 0.04% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $259.2K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,948 | $260.1K | 0.02% | +2+0.1% | Added |
| Gladstone Institutional Advisory LLC | 2,959 | $261.1K | 0.02% | +10+0.3% | Added |
| RSM US Wealth Management LLC | 2,962 | $261.4K | 0.01% | −23−0.8% | Reduced |
| First Interstate Bank | 2,979 | $262.9K | 0.02% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,984 | $263.3K | 0.15% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 2,988 | $263.7K | 0.01% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,016 | $266.0K | 0.13% | −575−16.0% | Reduced |
| Schechter Investment Advisors, LLC | 3,025 | $266.9K | 0.02% | −689−18.6% | Reduced |
| Quadrant Capital Group LLC | 3,029 | $267.3K | 0.03% | −215−6.6% | Reduced |
| CRA Financial Services, LLC | 3,030 | $267.4K | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,986 | $267.7K | 0.02% | +455+18.0% | Added |
| Keystone Financial Group | 3,045 | $268.7K | 0.05% | +3,045 | New |
| Boston Financial Mangement LLC | 3,054 | $269.5K | 0.01% | +82+2.8% | Added |
| Bremer Bank National Association | 3,071 | $271.0K | 0.05% | +43+1.4% | Added |
| Values First Advisors, Inc. | 3,086 | $272.3K | 0.16% | −795−20.5% | Reduced |
| Umb Bank N A | 3,090 | $272.7K | 0.00% | −7−0.2% | Reduced |
| Empowered Funds, LLC | 3,102 | $273.7K | 0.01% | +3,102 | New |
| EA Series Trust | 3,102 | $273.7K | 0.01% | +3,102 | New |
| Capital Asset Advisory Services LLC | 3,004 | $274.6K | 0.02% | −130−4.1% | Reduced |
| Pitcairn Co | 3,117 | $275.0K | 0.02% | −72−2.3% | Reduced |
| Blue Barn Wealth, LLC | 3,150 | $278.0K | 0.18% | −101−3.1% | Reduced |
| BLB&B Advisors, LLC | 3,156 | $278.5K | 0.02% | −208−6.2% | Reduced |
| Centre Asset Management, LLC | 3,165 | $279.0K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,168 | $279.5K | 0.02% | −137−4.1% | Reduced |
| West Family Investments, Inc. | 3,181 | $280.7K | 0.11% | −2,262−41.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 3,191 | $281.6K | 0.05% | +502+18.7% | Added |
| LGT Financial Advisors LLC | 3,222 | $284.3K | 0.30% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,231 | $285.1K | 0.00% | +265+8.9% | Added |
| Callan Capital, LLC | 3,246 | $286.4K | 0.03% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,250 | $286.8K | 0.00% | −250−7.1% | Reduced |
| Sterling Investment Advisors LLC | 3,250 | $286.8K | 0.18% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,255 | $287.2K | 0.05% | 00.0% | Unchanged |
| Haverford Trust Co | 3,265 | $288.1K | 0.00% | −1,090−25.0% | Reduced |
| Bank of Stockton | 3,332 | $294.0K | 0.10% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,335 | $294.3K | 0.15% | −61−1.8% | Reduced |
| Summit Asset Management, LLC | 3,335 | $294.3K | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,340 | $294.7K | 0.02% | −26−0.8% | Reduced |
| Vident Investment Advisory, LLC | 3,334 | $295.1K | 0.01% | −88−2.6% | Reduced |
| EP Wealth Advisors, LLC | 2,814 | $296.8K | 0.00% | −114−3.9% | Reduced |
| Financial Advocates Investment Management | 3,364 | $296.9K | 0.02% | −173−4.9% | Reduced |
| Successful Portfolios LLC | 3,371 | $297.5K | 0.26% | −53−1.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,382 | $298.4K | 0.06% | +2+0.1% | Added |
| Coldstream Capital Management Inc | 3,388 | $298.9K | 0.01% | −205−5.7% | Reduced |
| Planning Center, Inc. | 3,406 | $300.5K | 0.08% | −1,344−28.3% | Reduced |
| Lincoln National Corp | 3,409 | $300.8K | 0.01% | −191−5.3% | Reduced |
| Change Path, LLC | 3,417 | $302.0K | 0.01% | −110−3.1% | Reduced |
| Crewe Advisors LLC | 3,423 | $302.0K | 0.04% | +23+0.7% | Added |
| Rehmann Capital Advisory Group | 3,426 | $302.3K | 0.03% | +28+0.8% | Added |
| Checchi Capital Advisers, LLC | 3,452 | $304.6K | 0.03% | −92−2.6% | Reduced |
| Sandy Spring Bank | 3,462 | $305.5K | 0.02% | +18+0.5% | Added |
| Ascension Asset Management LLC | 3,500 | $308.8K | 0.19% | +3,500 | New |
| Midwest Professional Planners, LTD. | 3,530 | $311.5K | 0.14% | −302−7.9% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,580 | $316.0K | 0.31% | +3+0.1% | Added |
| Armstrong, Fleming & Moore, Inc | 3,594 | $317.1K | 0.29% | +3,594 | New |
| Level Four Advisory Services, LLC | 3,618 | $319.3K | 0.02% | −584−13.9% | Reduced |
| Blue Chip Partners, Inc. | 3,619 | $319.3K | 0.04% | +144+4.1% | Added |
| First Heartland Consultants, Inc. | 3,654 | $322.5K | 0.04% | 00.0% | Unchanged |
| Blossom Wealth Management | 3,665 | $323.4K | 1.18% | +1,324+56.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,677 | $324.5K | 0.16% | −638−14.8% | Reduced |
| Clarius Group, LLC | 3,677 | $324.5K | 0.03% | +2+0.1% | Added |
| John G Ullman & Associates Inc | 3,682 | $324.9K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,741 | $330.1K | 0.01% | −226−5.7% | Reduced |
| Capital Advisors Inc | 3,741 | $330.1K | 0.01% | −5−0.1% | Reduced |
| Cigna Investments Inc | 3,795 | $335.0K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,798 | $335.2K | 0.09% | +278+7.9% | Added |
| Chesapeake Asset Management LLC | 3,802 | $335.5K | 0.30% | +28+0.7% | Added |
| Golden State Equity Partners | 3,810 | $336.2K | 0.09% | +3,810 | New |
| Coastline Trust Co | 3,813 | $336.5K | 0.05% | −2,388−38.5% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $336.7K | 0.11% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,833 | $338.2K | 0.04% | −249−6.1% | Reduced |
| Gradient Investments LLC | 3,840 | $338.8K | 0.01% | −9−0.2% | Reduced |
| Wintrust Investments LLC | 3,853 | $340.0K | 0.03% | +3,853 | New |
| Bank of New Hampshire | 3,870 | $341.5K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,888 | $343.1K | 0.05% | +10.0% | Added |
| Brady Family Wealth, LLC | 3,911 | $345.1K | 0.13% | +150+4.0% | Added |
| AlphaCore Capital LLC | 3,924 | $346.3K | 0.06% | −141−3.5% | Reduced |
| Parallel Advisors, LLC | 3,927 | $346.6K | 0.01% | −145−3.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,941 | $347.8K | 0.04% | −62−1.5% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $348.0K | 0.07% | 00.0% | Unchanged |
| Park National Corp | 3,988 | $351.9K | 0.02% | −1,200−23.1% | Reduced |
| Bryn Mawr Trust Co | 4,000 | $353.0K | 0.01% | −75−1.8% | Reduced |
| Howe & Rusling Inc | 4,019 | $354.6K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,024 | $355.1K | 0.03% | −1,005−20.0% | Reduced |
| Hutner Capital Management Inc | 4,051 | $357.5K | 0.21% | +244+6.4% | Added |
| Bard Financial Services, Inc. | 4,060 | $358.3K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,062 | $358.4K | 0.01% | +46+1.1% | Added |
| Old Mission Investment Co LLC | 4,069 | $359.0K | 0.13% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4,084 | $360.0K | 0.02% | −75−1.8% | Reduced |
| Alhambra Investment Partners LLC | 4,085 | $360.5K | 0.24% | 00.0% | Unchanged |
| Private Trust Co NA | 4,092 | $361.1K | 0.05% | −20.0% | Reduced |