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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 22,666 | $2.00M | 1.21% | +642+2.9% | Added |
| Thomas Story & Son LLC | 22,779 | $2.01M | 0.92% | +1,025+4.7% | Added |
| Harbour Investments, Inc. | 23,003 | $2.03M | 0.10% | −1,071−4.4% | Reduced |
| Nicolet Bankshares Inc | 23,266 | $2.05M | 0.58% | −283−1.2% | Reduced |
| Brown Advisory Inc | 23,277 | $2.05M | 0.00% | +637+2.8% | Added |
| United Capital Management of KS, Inc. | 23,289 | $2.06M | 0.66% | +698+3.1% | Added |
| Raymond James Trust N.A. | 23,421 | $2.07M | 0.06% | +6,078+35.0% | Added |
| Caldwell Trust Co | 23,555 | $2.08M | 0.27% | −599−2.5% | Reduced |
| Thrivent Financial for Lutherans | 23,909 | $2.10M | 0.00% | +1,844+8.4% | Added |
| Miller Howard Investments Inc | 23,903 | $2.11M | 0.08% | −356−1.5% | Reduced |
| Maryland State Retirement & Pension System | 24,095 | $2.13M | 0.04% | −722−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 24,570 | $2.17M | 0.03% | +100+0.4% | Added |
| Cresset Asset Management, LLC | 24,602 | $2.17M | 0.02% | +22,083+876.7% | Added |
| Mercer Global Advisors Inc | 24,879 | $2.20M | 0.01% | +4,620+22.8% | Added |
| FDx Advisors, Inc. | 24,961 | $2.20M | 0.12% | −14,571−36.9% | Reduced |
| Daiwa Securities Group Inc. | 25,055 | $2.21M | 0.01% | +1,048+4.4% | Added |
| Shakespeare Wealth Management, Inc. | 25,064 | $2.21M | 0.76% | +200+0.8% | Added |
| Navellier & Associates Inc | 25,114 | $2.22M | 0.43% | −256−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 25,347 | $2.24M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 25,362 | $2.24M | 0.07% | +421+1.7% | Added |
| Atlantic Trust, LLC | 23,637 | $2.24M | 0.72% | −6,143−20.6% | Reduced |
| Parsons Capital Management Inc | 25,486 | $2.25M | 0.17% | −119−0.5% | Reduced |
| Securian Asset Management, Inc | 25,987 | $2.29M | 0.06% | −293−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 26,121 | $2.30M | 0.08% | +2,048+8.5% | Added |
| Alta Capital Management LLC | 26,171 | $2.31M | 0.16% | +324+1.3% | Added |
| Journey Advisory Group, LLC | 26,234 | $2.31M | 0.35% | +3,712+16.5% | Added |
| KCM Investment Advisors LLC | 26,336 | $2.32M | 0.09% | −694−2.6% | Reduced |
| Mackenzie Financial Corp | 26,331 | $2.35M | 0.00% | −82,158−75.7% | Reduced |
| Wealthfront Advisers LLC | 26,844 | $2.37M | 0.01% | +3,900+17.0% | Added |
| Dana Investment Advisors, Inc. | 27,136 | $2.39M | 0.12% | −1,327−4.7% | Reduced |
| American Century Companies Inc | 27,346 | $2.41M | 0.00% | +2,051+8.1% | Added |
| Bank of Nova Scotia | 27,426 | $2.42M | 0.01% | +3,867+16.4% | Added |
| Crossmark Global Holdings, Inc. | 26,906 | $2.42M | 0.05% | −819−3.0% | Reduced |
| Advisory Services Network, LLC | 27,837 | $2.46M | 0.07% | +438+1.6% | Added |
| M&T Bank Corp | 28,233 | $2.49M | 0.01% | −1,457−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,366 | $2.50M | 0.02% | −1,050−3.6% | Reduced |
| British Columbia Investment Management Corp | 28,437 | $2.51M | 0.02% | +290+1.0% | Added |
| Avantax Advisory Services, Inc. | 28,461 | $2.51M | 0.03% | +3,066+12.1% | Added |
| Rafferty Asset Management, LLC | 28,762 | $2.54M | 0.01% | +5,603+24.2% | Added |
| Regions Financial Corp | 28,854 | $2.55M | 0.02% | −476−1.6% | Reduced |
| Captrust Financial Advisors | 28,936 | $2.55M | 0.01% | +227+0.8% | Added |
| Aquila Investment Management LLC | 29,000 | $2.56M | 2.09% | −9,000−23.7% | Reduced |
| Kestra Advisory Services, LLC | 29,005 | $2.56M | 0.03% | +290+1.0% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.60M | 1.17% | 00.0% | Unchanged |
| Rothschild Investment Corp | 29,921 | $2.64M | 0.22% | +365+1.2% | Added |
| N.E.W. Advisory Services LLC | 30,188 | $2.66M | 0.37% | −324−1.1% | Reduced |
| Meyer Handelman Co | 30,790 | $2.72M | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 30,900 | $2.73M | 0.13% | +8,900+40.5% | Added |
| Cincinnati Casualty Co | 31,000 | $2.74M | 1.66% | 00.0% | Unchanged |
| Somerset Trust Co | 31,526 | $2.78M | 1.20% | −964−3.0% | Reduced |
| Gulf International Bank (UK) Ltd | 31,789 | $2.81M | 0.07% | −9,674−23.3% | Reduced |
| Prudential PLC | 31,808 | $2.81M | 0.03% | −2,000−5.9% | Reduced |
| First American Bank | 31,885 | $2.81M | 0.24% | +447+1.4% | Added |
| Stoneridge Investment Partners LLC | 32,028 | $2.83M | 1.23% | −6,960−17.9% | Reduced |
| MML Investors Services, LLC | 32,742 | $2.89M | 0.02% | +6,838+26.4% | Added |
| SG Americas Securities, LLC | 32,887 | $2.90M | 0.02% | +9,410+40.1% | Added |
| Putnam Investments LLC | 33,358 | $2.94M | 0.00% | +1,088+3.4% | Added |
| KLCM Advisors, Inc. | 33,538 | $2.96M | 0.58% | +382+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,096 | $3.01M | 0.18% | −12,040−26.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,438 | $3.04M | 0.05% | +339+1.0% | Added |
| Premier Fund Managers Ltd | 35,000 | $3.06M | 0.12% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 34,832 | $3.07M | 0.02% | −517−1.5% | Reduced |
| Leavell Investment Management, Inc. | 34,880 | $3.08M | 0.21% | 00.0% | Unchanged |
| Bokf, NA | 35,119 | $3.10M | 0.06% | −48−0.1% | Reduced |
| Trexquant Investment LP | 35,915 | $3.17M | 0.08% | −37,516−51.1% | Reduced |
| Kowal Investment Group, LLC | 36,065 | $3.18M | 0.85% | +5,242+17.0% | Added |
| Nissay Asset Management Corp | 36,476 | $3.22M | 0.03% | −424−1.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 36,617 | $3.23M | 0.53% | −817−2.2% | Reduced |
| CIBC World Markets Corp | 36,964 | $3.26M | 0.03% | +21,013+131.7% | Added |
| Czech National Bank | 37,341 | $3.29M | 0.07% | +167+0.4% | Added |
| Brinker Capital Investments, LLC | 37,754 | $3.33M | 0.04% | +6,575+21.1% | Added |
| Orion Portfolio Solutions, LLC | 37,754 | $3.33M | 0.04% | +6,575+21.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 38,298 | $3.38M | 0.22% | −839−2.1% | Reduced |
| Xponance, Inc. | 38,499 | $3.40M | 0.05% | −242−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 38,607 | $3.41M | 0.01% | −2,522−6.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 39,015 | $3.44M | 0.36% | +696+1.8% | Added |
| State of Alaska, Department of Revenue | 39,095 | $3.45M | 0.04% | −4,360−10.0% | Reduced |
| Cipher Capital LP | 39,412 | $3.48M | 0.59% | +39,412 | New |
| Sit Investment Associates Inc | 40,340 | $3.56M | 0.09% | 00.0% | Unchanged |
| Signature Wealth Management Group | 40,506 | $3.57M | 1.66% | +1,671+4.3% | Added |
| Element Capital Management LLC | 41,435 | $3.66M | 0.25% | +2,171+5.5% | Added |
| GWM Advisors LLC | 41,531 | $3.66M | 0.04% | −829−2.0% | Reduced |
| Zacks Investment Management | 41,538 | $3.67M | 0.05% | −4,984−10.7% | Reduced |
| LVW Advisors, LLC | 41,953 | $3.70M | 0.75% | −1,892−4.3% | Reduced |
| Tudor Investment Corp Et Al | 42,080 | $3.71M | 0.06% | +42,080 | New |
| Albion Financial Group | 42,094 | $3.71M | 0.33% | −445−1.0% | Reduced |
| Janus Henderson Group PLC | 42,341 | $3.74M | 0.00% | −5,911−12.3% | Reduced |
| Balyasny Asset Management LLC | 42,379 | $3.74M | 0.01% | −67,158−61.3% | Reduced |
| Blair William & Co | 42,552 | $3.75M | 0.01% | +3,665+9.4% | Added |
| Options Solutions, LLC | 43,046 | $3.80M | 3.75% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 43,461 | $3.83M | 0.04% | +537+1.3% | Added |
| S&CO Inc | 44,237 | $3.90M | 0.31% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 44,246 | $3.90M | 0.54% | −640−1.4% | Reduced |
| New York Life Investment Management LLC | 44,743 | $3.95M | 0.04% | −447−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,885 | $3.96M | 0.06% | +1,817+4.2% | Added |
| Teacher Retirement System of Texas | 45,002 | $3.97M | 0.03% | −37,231−45.3% | Reduced |
| ING Groep NV | 45,059 | $3.98M | 0.03% | −8,542−15.9% | Reduced |
| Petredis Investment Advisors LLC | 45,212 | $3.99M | 0.55% | −90−0.2% | Reduced |
| Mutual of America Capital Management LLC | 45,368 | $4.00M | 0.05% | +235+0.5% | Added |
| Crestline Management, LP | 45,466 | $4.01M | 0.44% | +34,466+313.3% | Added |