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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 480 | $42.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $40.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $40.5K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $40.3K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 439 | $39.0K | 0.02% | −2−0.5% | Reduced |
| Essex Investment Management Co LLC | 430 | $37.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 426 | $37.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $37.1K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $36.9K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 412 | $36.4K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 412 | $36.3K | 0.04% | +3+0.7% | Added |
| South State Corp. | 411 | $36.3K | 0.00% | −798−66.0% | Reduced |
| Clear Street Markets LLC | 412 | $36.0K | 0.01% | −208−33.5% | Reduced |
| VitalStone Financial, LLC | 371 | $35.0K | 0.02% | +371 | New |
| Center for Financial Planning, Inc. | 371 | $32.7K | 0.01% | +371 | New |
| Tilia Fiduciary Partners, Inc. | 360 | $31.8K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 355 | $31.3K | 0.01% | −5−1.4% | Reduced |
| Valley National Advisers Inc | 343 | $31.0K | 0.01% | +5+1.5% | Added |
| Ancora Advisors, LLC | 350 | $30.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 347 | $30.6K | 0.00% | +40+13.0% | Added |
| Trust Co | 338 | $29.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 334 | $29.5K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $29.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $28.9K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $28.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $28.2K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 320 | $28.2K | 0.01% | +204+175.9% | Added |
| Dakota Community Bank & Trust NA | 311 | $27.4K | 0.16% | +311 | New |
| Northwest Bank & Trust Co | 300 | $26.5K | 0.03% | +300 | New |
| Brown Brothers Harriman & Co | 298 | $26.3K | 0.00% | −106−26.2% | Reduced |
| Studio Investment Management LLC | 297 | $26.2K | 0.01% | +297 | New |
| Lumature Wealth Partners, LLC | 293 | $25.9K | 0.02% | +15+5.4% | Added |
| Silvant Capital Management LLC | 290 | $25.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 288 | $25.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 270 | $25.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 286 | $25.2K | 0.01% | +53+22.7% | Added |
| Arrow Financial Corp | 285 | $25.1K | 0.00% | −15−5.0% | Reduced |
| Webster Bank, N. A. | 282 | $24.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 268 | $23.6K | 0.01% | +268 | New |
| Achmea Investment Management B.V. | 262 | $23.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 254 | $22.4K | 0.01% | +1+0.4% | Added |
| Central Bank & Trust Co | 250 | $22.1K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $21.6K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $21.1K | 0.01% | −11−4.4% | Reduced |
| Stephens Consulting, LLC | 228 | $20.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $20.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 231 | $20.0K | 0.01% | +231 | New |
| Financial Management Professionals, Inc. | 213 | $19.0K | 0.00% | −4−1.8% | Reduced |
| Covestor Ltd | 214 | $19.0K | 0.01% | −3−1.4% | Reduced |
| Copeland Capital Management, LLC | 204 | $18.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 200 | $17.6K | 0.01% | +200 | New |
| Disciplined Investments, LLC | 196 | $17.3K | 0.01% | +2+1.0% | Added |
| First Community Trust NA | 192 | $16.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 190 | $16.8K | 0.01% | +190 | New |
| Loomis Sayles & Co L P | 176 | $16.0K | 0.00% | −350−66.5% | Reduced |
| Baker Avenue Asset Management, LP | 167 | $14.7K | 0.00% | −56−25.1% | Reduced |
| Old Point Trust & Financial Services N A | 167 | $14.7K | 0.01% | +167 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $14.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 156 | $13.8K | 0.00% | −13−7.7% | Reduced |
| First Manhattan Co | 150 | $13.2K | 0.00% | −153−50.5% | Reduced |
| Carmel Capital Partners, LLC | 150 | $13.2K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 136 | $12.0K | 0.00% | −69−33.7% | Reduced |
| Coastal Capital Group, Inc. | 135 | $11.9K | 0.00% | +2+1.5% | Added |
| GoalVest Advisory LLC | 128 | $11.3K | 0.01% | +128 | New |
| Baldwin Brothers Inc | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $10.7K | 0.00% | +5+4.3% | Added |
| CGC Financial Services, LLC | 120 | $10.6K | 0.01% | +120 | New |
| WR Wealth Planners, LLC | 110 | $9.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $9.35K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 101 | $8.91K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $8.86K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $8.82K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $8.82K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.82K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $8.82K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 93 | $8.19K | 0.00% | +93 | New |
| Capital Analysts, LLC | 89 | $8.00K | 0.00% | +51+134.2% | Added |
| JFS Wealth Advisors, LLC | 84 | $7.41K | 0.00% | −15−15.2% | Reduced |
| Solstein Capital, LLC | 82 | $7.24K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 77 | $6.79K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 73 | $6.44K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 69 | $6.04K | 0.00% | +69 | New |
| Baystate Wealth Management LLC | 66 | $5.86K | 0.00% | +1+1.5% | Added |
| City Holding Co | 66 | $5.82K | 0.00% | +66 | New |
| Kelly Financial Services LLC | 65 | $5.74K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 63 | $5.65K | 0.00% | +63 | New |
| SRS Capital Advisors, Inc. | 62 | $5.49K | 0.00% | +2+3.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.47K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $4.85K | 0.00% | −38−40.9% | Reduced |
| Abound Wealth Management | 53 | $4.68K | 0.00% | +4+8.2% | Added |
| Ridgewood Investments LLC | 48 | $4.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 88 | $3.81K | 0.02% | −7−7.4% | Reduced |
| Manchester Capital Management LLC | 42 | $3.71K | 0.00% | +7+20.0% | Added |
| Grove Bank & Trust | 42 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $3.53K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 38 | $3.35K | 0.00% | 00.0% | Unchanged |