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 |
|---|---|---|---|---|---|
| MPS Loria Financial Planners, LLC | 6,508 | $574.3K | 0.22% | +29+0.4% | Added |
| Rockland Trust Co | 6,570 | $579.7K | 0.03% | −58−0.9% | Reduced |
| Old Second National Bank of Aurora | 6,596 | $582.0K | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 6,606 | $582.9K | 0.01% | −489−6.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,645 | $586.4K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 6,679 | $589.4K | 0.15% | +1,387+26.2% | Added |
| Exchange Traded Concepts, LLC | 6,767 | $597.1K | 0.01% | −681−9.1% | Reduced |
| Alaska Permanent Fund Corp | 6,771 | $597.5K | 0.01% | +6,771 | New |
| Wesbanco Bank Inc | 6,777 | $598.0K | 0.03% | −199−2.9% | Reduced |
| Chiron Investment Management, LLC | 6,783 | $598.5K | 0.17% | +6,783 | New |
| Marcum Wealth, LLC | 6,785 | $598.7K | 0.07% | +1,391+25.8% | Added |
| Signaturefd, LLC | 6,795 | $599.6K | 0.02% | −1,281−15.9% | Reduced |
| Aquatic Capital Management LLC | 6,800 | $600.0K | 0.03% | +6,800 | New |
| Winch Advisory Services, LLC | 6,853 | $605.0K | 0.22% | +58+0.9% | Added |
| Foundations Investment Advisors, LLC | 6,979 | $615.8K | 0.02% | −928−11.7% | Reduced |
| Girard Partners Ltd. | 6,980 | $616.0K | 0.07% | −1,500−17.7% | Reduced |
| Verition Fund Management LLC | 7,004 | $618.0K | 0.01% | +7,004 | New |
| Financial Advisory Partners, LLC | 7,024 | $619.8K | 0.24% | +7,024 | New |
| We Are One Seven, LLC | 7,036 | $620.9K | 0.06% | −75−1.1% | Reduced |
| Quantinno Capital Management LP | 7,050 | $622.0K | 0.04% | −4,801−40.5% | Reduced |
| Titleist Asset Management, LLC | 7,061 | $623.0K | 0.12% | +1,771+33.5% | Added |
| IHT Wealth Management, LLC | 7,088 | $625.4K | 0.03% | +1,883+36.2% | Added |
| Advisors Management Group Inc | 7,100 | $627.0K | 0.19% | −77−1.1% | Reduced |
| Stephenson National Bank & Trust | 7,118 | $628.1K | 0.34% | +34+0.5% | Added |
| Linden Thomas Advisory Services, LLC | 7,137 | $629.8K | 0.14% | +1,193+20.1% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $630.2K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,172 | $632.9K | 0.04% | −429−5.6% | Reduced |
| Qtron Investments LLC | 7,263 | $640.9K | 0.12% | 00.0% | Unchanged |
| Investment House LLC | 7,300 | $644.2K | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,317 | $645.7K | 0.25% | +37+0.5% | Added |
| Geneos Wealth Management Inc. | 7,343 | $648.0K | 0.03% | +583+8.6% | Added |
| Seven Eight Capital, LP | 7,440 | $656.5K | 0.11% | +7,440 | New |
| Fox Run Management, L.L.C. | 7,444 | $656.9K | 0.18% | +7,444 | New |
| AlphaStar Capital Management, LLC | 7,460 | $658.3K | 0.07% | −6,567−46.8% | Reduced |
| Cetera Advisors LLC | 7,462 | $658.4K | 0.01% | +602+8.8% | Added |
| NewEdge Wealth, LLC | 7,467 | $658.9K | 0.02% | +350+4.9% | Added |
| Ossiam | 7,640 | $674.2K | 0.01% | +3,650+91.5% | Added |
| TD Private Client Wealth LLC | 7,692 | $678.7K | 0.03% | −27−0.3% | Reduced |
| Dakota Wealth Management | 7,706 | $680.0K | 0.03% | −5,213−40.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $682.3K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,752 | $684.0K | 0.04% | −854−9.9% | Reduced |
| Great Valley Advisor Group, Inc. | 7,759 | $684.6K | 0.03% | +638+9.0% | Added |
| Ledyard National Bank | 7,811 | $689.2K | 0.08% | −301−3.7% | Reduced |
| Johnson Financial Group, Inc. | 7,814 | $689.5K | 0.05% | −3,501−30.9% | Reduced |
| Peapack Gladstone Financial Corp | 7,827 | $691.0K | 0.01% | −303−3.7% | Reduced |
| Freedom Wealth Alliance, LLC | 7,562 | $692.1K | 0.97% | +10.0% | Added |
| Walleye Trading LLC | 7,935 | $700.2K | 0.04% | +7,935 | New |
| Aristotle Atlantic Partners, LLC | 7,941 | $700.7K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,971 | $703.0K | 0.44% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 8,073 | $712.4K | 0.03% | +75+0.9% | Added |
| Greenleaf Trust | 8,079 | $712.9K | 0.01% | −1,162−12.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $719.2K | 0.05% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 8,185 | $722.2K | 0.01% | +8,185 | New |
| Venture Visionary Partners LLC | 8,252 | $728.2K | 0.04% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 8,297 | $732.1K | 0.30% | −10.0% | Reduced |
| Dividend Assets Capital, LLC | 8,337 | $736.0K | 0.15% | −17,586−67.8% | Reduced |
| Searle & Co. | 8,200 | $736.9K | 0.23% | 00.0% | Unchanged |
| FORA Capital, LLC | 8,353 | $737.1K | 0.10% | −89−1.1% | Reduced |
| Worldquant Millennium Advisors LLC | 8,370 | $738.6K | 0.01% | +8,370 | New |
| Montag A & Associates Inc | 8,414 | $742.5K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,463 | $746.8K | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,474 | $747.7K | 0.01% | −2,797−24.8% | Reduced |
| WNY Asset Management, LLC | 8,543 | $753.9K | 0.16% | −886−9.4% | Reduced |
| Buckley Wealth Management, LLC | 8,553 | $754.7K | 0.26% | +3,713+76.7% | Added |
| Resources Management Corp | 8,652 | $763.0K | 0.12% | +8,459+4,382.9% | Added |
| Chelsea Counsel Co | 8,672 | $765.2K | 0.38% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 8,694 | $767.2K | 0.03% | −2,430−21.8% | Reduced |
| Wealthspire Advisors, LLC | 8,808 | $777.2K | 0.01% | −4,242−32.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,825 | $779.0K | 0.02% | +1,256+16.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,886 | $784.1K | 0.01% | +220+2.5% | Added |
| Chicago Trust Co NA | 8,899 | $785.2K | 0.19% | −7−0.1% | Reduced |
| FineMark National Bank & Trust | 8,985 | $792.8K | 0.03% | +136+1.5% | Added |
| NorthRock Partners, LLC | 9,124 | $805.1K | 0.09% | −1,574−14.7% | Reduced |
| Alley Investment Management Company, LLC | 9,270 | $818.0K | 0.13% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 9,302 | $820.8K | 0.07% | +25+0.3% | Added |
| Veritable, L.P. | 9,411 | $830.4K | 0.01% | −182−1.9% | Reduced |
| Venturi Wealth Management, LLC | 9,475 | $836.1K | 0.07% | −2,472−20.7% | Reduced |
| Carret Asset Management, LLC | 9,500 | $838.3K | 0.11% | −500−5.0% | Reduced |
| Neo Ivy Capital Management | 9,513 | $839.0K | 0.44% | +9,513 | New |
| Ieq Capital, LLC | 9,556 | $843.2K | 0.02% | +2,844+42.4% | Added |
| Davenport & Co LLC | 9,593 | $846.4K | 0.01% | −373−3.7% | Reduced |
| Romano Brothers and Company | 9,613 | $848.2K | 0.13% | −1,405−12.8% | Reduced |
| Mattern Wealth Management LLC | 9,690 | $855.0K | 0.25% | +2,370+32.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,697 | $855.7K | 0.96% | −162−1.6% | Reduced |
| Fiduciary Trust Co | 9,708 | $856.6K | 0.02% | −578−5.6% | Reduced |
| Advisor Partners II, LLC | 9,710 | $856.8K | 0.04% | −986−9.2% | Reduced |
| Banque Cantonale Vaudoise | 9,823 | $867.0K | 0.04% | +4,000+68.7% | Added |
| Wealth Alliance | 9,828 | $867.2K | 0.13% | −49−0.5% | Reduced |
| American State Bank (Iowa) | 9,855 | $869.6K | 0.61% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,921 | $875.4K | 0.07% | +1,154+13.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,950 | $878.0K | 0.02% | +34+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 10,082 | $889.6K | 0.03% | +82+0.8% | Added |
| Sawtooth Solutions, LLC | 10,114 | $892.5K | 0.02% | +2,539+33.5% | Added |
| Bleakley Financial Group, LLC | 10,116 | $892.6K | 0.03% | +2,555+33.8% | Added |
| D.A. Davidson & Co. | 10,139 | $894.7K | 0.01% | +42+0.4% | Added |
| Northern Oak Wealth Management Inc | 10,155 | $896.1K | 0.11% | +564+5.9% | Added |
| Brown Capital Management LLC | 10,189 | $899.1K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 10,247 | $904.2K | 0.17% | +10,247 | New |
| Prospera Financial Services Inc | 10,256 | $905.2K | 0.03% | +590+6.1% | Added |
| Natixis | 10,363 | $914.4K | 0.01% | −1,586−13.3% | Reduced |