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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 4,104 | $362.1K | 0.07% | +278+7.3% | Added |
| OneAscent Financial Services LLC | 4,137 | $365.0K | 0.16% | −531−11.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,142 | $365.5K | 0.03% | −88−2.1% | Reduced |
| 1st Source Bank | 4,171 | $368.0K | 0.02% | −31−0.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,181 | $368.9K | 0.03% | +4,181 | New |
| Horizon Investments, LLC | 4,223 | $369.3K | 0.01% | −45−1.1% | Reduced |
| Sequoia Financial Advisors, LLC | 4,209 | $371.4K | 0.01% | +499+13.5% | Added |
| Focus Financial Network, Inc. | 4,217 | $372.1K | 0.02% | +205+5.1% | Added |
| Ziegler Capital Management, LLC | 4,239 | $374.0K | 0.01% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,271 | $376.9K | 0.07% | +205+5.0% | Added |
| Tarbox Family Office, Inc. | 4,281 | $377.8K | 0.07% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,293 | $378.8K | 0.25% | −12−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 4,314 | $380.7K | 0.03% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,357 | $384.5K | 0.38% | +3+0.1% | Added |
| Bank Ozk | 4,376 | $386.1K | 0.18% | −236−5.1% | Reduced |
| Virtu Financial LLC | 4,412 | $389.0K | 0.03% | +1,847+72.0% | Added |
| Prime Capital Investment Advisors, LLC | 4,420 | $390.1K | 0.01% | +4,420 | New |
| Mission Wealth Management, LP | 4,435 | $391.4K | 0.01% | −510−10.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $391.6K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,488 | $396.0K | 0.05% | +8+0.2% | Added |
| Csenge Advisory Group | 4,492 | $396.4K | 0.03% | +199+4.6% | Added |
| McDonough Capital Management, Inc | 4,525 | $399.3K | 0.37% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,539 | $400.5K | 0.04% | +228+5.3% | Added |
| Bessemer Securities LLC | 4,550 | $401.0K | 0.27% | −500−9.9% | Reduced |
| Citizens Financial Group Inc | 4,550 | $401.5K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,557 | $402.0K | 0.01% | +229+5.3% | Added |
| Advisors Capital Management, LLC | 4,564 | $403.0K | 0.01% | −190−4.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,601 | $406.0K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,645 | $409.9K | 0.23% | +4,645 | New |
| United Capital Financial Advisers, LLC | 4,669 | $412.0K | 0.00% | −4,147−47.0% | Reduced |
| Forum Financial Management, LP | 4,669 | $412.0K | 0.01% | +7+0.2% | Added |
| Ethos Financial Group, LLC | 4,347 | $412.0K | 0.14% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,672 | $412.3K | 0.07% | −800−14.6% | Reduced |
| IFP Advisors, Inc | 6,658 | $414.9K | 0.02% | −9,789−59.5% | Reduced |
| Nilsine Partners, LLC | 4,703 | $415.0K | 0.06% | +29+0.6% | Added |
| Mairs & Power Inc | 4,714 | $416.0K | 0.00% | −2,242−32.2% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $417.6K | 0.07% | 00.0% | Unchanged |
| Aviva PLC | 4,736 | $417.9K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,738 | $418.1K | 0.05% | +20.0% | Added |
| Equitable Holdings, Inc. | 4,740 | $418.3K | 0.01% | +799+20.3% | Added |
| Balentine LLC | 4,768 | $420.7K | 0.01% | −251−5.0% | Reduced |
| West Michigan Advisors, LLC | 4,769 | $420.8K | 0.17% | +1,905+66.5% | Added |
| Appleton Partners Inc | 4,792 | $423.0K | 0.04% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $425.7K | 0.04% | −525−9.8% | Reduced |
| Greenfield Savings Bank | 4,829 | $426.1K | 0.29% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,500 | $427.0K | 0.01% | −6,138−57.7% | Reduced |
| Plancorp, LLC | 4,859 | $428.8K | 0.02% | −122−2.4% | Reduced |
| Smithfield Trust Co | 4,881 | $433.0K | 0.03% | +176+3.7% | Added |
| Ropes Wealth Advisors LLC | 4,950 | $436.8K | 0.07% | +368+8.0% | Added |
| PAX Financial Group, LLC | 4,951 | $436.9K | 0.10% | +182+3.8% | Added |
| Hudock, Inc. | 4,967 | $438.3K | 0.10% | +25+0.5% | Added |
| Clearstead Advisors, LLC | 4,978 | $439.3K | 0.03% | −21−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,022 | $443.1K | 0.35% | +393+8.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $444.1K | 0.09% | 00.0% | Unchanged |
| Becker Capital Management Inc | 5,037 | $444.5K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $448.3K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,090 | $449.1K | 0.01% | −4,065−44.4% | Reduced |
| Wealth Architects, LLC | 5,130 | $452.7K | 0.07% | +366+7.7% | Added |
| WFA Asset Management Corp | 5,130 | $452.7K | 0.27% | +100+2.0% | Added |
| Moody Lynn & Lieberson, LLC | 5,188 | $457.8K | 0.04% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,251 | $464.0K | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,262 | $464.3K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,268 | $464.9K | 0.04% | +18+0.3% | Added |
| Chesley Taft & Associates LLC | 5,280 | $465.9K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,397 | $476.3K | 0.02% | +1,633+43.4% | Added |
| Boston Private Wealth LLC | 5,416 | $477.9K | 0.01% | −608−10.1% | Reduced |
| West Paces Advisors Inc. | 5,425 | $478.7K | 0.14% | −21−0.4% | Reduced |
| Eqis Capital Management, Inc. | 5,426 | $478.8K | 0.05% | −711−11.6% | Reduced |
| Diversified Trust Co | 5,438 | $479.8K | 0.02% | +315+6.1% | Added |
| Jefferies Financial Group Inc. | 5,526 | $487.6K | 0.01% | +3,010+119.6% | Added |
| Tokio Marine Asset Management Co Ltd | 5,543 | $489.1K | 0.03% | −66−1.2% | Reduced |
| Front Barnett Associates LLC | 5,551 | $490.0K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,565 | $491.1K | 0.02% | −73−1.3% | Reduced |
| Courier Capital LLC | 5,570 | $491.5K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,583 | $492.6K | 0.04% | +5,583 | New |
| Resources Investment Advisors, LLC. | 5,593 | $493.5K | 0.01% | +97+1.8% | Added |
| TrinityPoint Wealth, LLC | 5,594 | $493.6K | 0.10% | +56+1.0% | Added |
| Atria Wealth Solutions, Inc. | 5,604 | $494.5K | 0.01% | +338+6.4% | Added |
| WSFS Capital Management, LLC | 5,619 | $495.8K | 0.05% | +1,685+42.8% | Added |
| Spinnaker Trust | 5,648 | $498.4K | 0.04% | −75−1.3% | Reduced |
| Sigma Planning Corp | 5,668 | $500.2K | 0.02% | −864−13.2% | Reduced |
| Dynamic Advisor Solutions LLC | 5,676 | $500.8K | 0.03% | −989−14.8% | Reduced |
| McDonald Partners LLC | 5,696 | $502.7K | 0.15% | +118+2.1% | Added |
| Daymark Wealth Partners, LLC | 5,735 | $506.0K | 0.04% | +1,968+52.2% | Added |
| Chicago Capital, LLC | 5,885 | $519.2K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,889 | $519.6K | 0.23% | −426−6.7% | Reduced |
| Bridges Investment Management Inc | 6,000 | $529.4K | 0.02% | 00.0% | Unchanged |
| Drake & Associates, LLC | 6,015 | $530.8K | 0.24% | −77−1.3% | Reduced |
| Moors & Cabot, Inc. | 6,043 | $533.2K | 0.04% | −17−0.3% | Reduced |
| Vantage Financial Partners, LLC | 6,093 | $537.6K | 0.20% | +45+0.7% | Added |
| Ballentine Partners, LLC | 6,180 | $545.3K | 0.01% | −6,100−49.7% | Reduced |
| HB Wealth Management, LLC | 6,180 | $545.3K | 0.01% | +401+6.9% | Added |
| Two Sigma Advisers, LP | 6,200 | $547.1K | 0.00% | −42,900−87.4% | Reduced |
| Phillips Wealth Planners LLC | 6,253 | $551.8K | 0.72% | +551+9.7% | Added |
| Meeder Advisory Services, Inc. | 6,266 | $552.9K | 0.06% | +73+1.2% | Added |
| North Star Asset Management Inc | 6,305 | $556.4K | 0.03% | −150−2.3% | Reduced |
| City State Bank | 6,358 | $561.0K | 0.30% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,430 | $567.4K | 0.52% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 6,448 | $569.0K | 0.03% | −48−0.7% | Reduced |
| Mather Group, LLC. | 6,494 | $573.0K | 0.01% | +1,005+18.3% | Added |