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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,156 | $5.57M | 0.02% | +2,623+4.3% | Added |
| Kempen Capital Management N.V. | 62,554 | $5.52M | 0.10% | +1,159+1.9% | Added |
| Janney Montgomery Scott LLC | 62,273 | $5.50M | 0.02% | −2,246−3.5% | Reduced |
| First Republic Investment Management, Inc. | 61,987 | $5.47M | 0.03% | −43,847−41.4% | Reduced |
| Point72 Middle East FZE | 61,827 | $5.46M | 0.30% | +61,827 | New |
| Financial Planning & Information Services, Inc. | 60,028 | $5.30M | 0.98% | +3,341+5.9% | Added |
| Creative Planning | 55,634 | $4.91M | 0.01% | +5,433+10.8% | Added |
| Benjamin Edwards Inc | 55,055 | $4.86M | 1.13% | +1,009+1.9% | Added |
| Yousif Capital Management, LLC | 54,572 | $4.82M | 0.06% | +231+0.4% | Added |
| Utah Retirement Systems | 54,184 | $4.78M | 0.07% | −2,000−3.6% | Reduced |
| ProShare Advisors LLC | 54,180 | $4.78M | 0.01% | −100−0.2% | Reduced |
| Atria Investments LLC | 53,499 | $4.72M | 0.09% | −2,899−5.1% | Reduced |
| Cubist Systematic Strategies, LLC | 52,780 | $4.66M | 0.05% | +52,780 | New |
| HRT Financial LP | 52,291 | $4.61M | 0.04% | +2,764+5.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 49,934 | $4.61M | 0.14% | +49,934 | New |
| Farmers & Merchants Investments Inc | 51,524 | $4.55M | 0.17% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 50,312 | $4.44M | 0.07% | −2,760−5.2% | Reduced |
| Opus Investment Management Inc | 50,000 | $4.41M | 1.59% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.41M | 0.49% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 49,755 | $4.34M | 0.71% | +25,234+102.9% | Added |
| Public Employees Retirement Association of Colorado | 48,884 | $4.31M | 0.02% | −26−0.1% | Reduced |
| Jane Street Group, LLC | 46,710 | $4.12M | 0.01% | +24,868+113.9% | Added |
| Andra AP-fonden | 46,300 | $4.09M | 0.10% | +20,400+78.8% | Added |
| Kingsview Wealth Management, LLC | 46,172 | $4.07M | 0.16% | −2,485−5.1% | Reduced |
| Schroder Investment Management Group | 45,517 | $4.02M | 0.01% | −15,606−25.5% | Reduced |
| Crestline Management, LP | 45,466 | $4.01M | 0.44% | +34,466+313.3% | Added |
| Mutual of America Capital Management LLC | 45,368 | $4.00M | 0.05% | +235+0.5% | Added |
| Petredis Investment Advisors LLC | 45,212 | $3.99M | 0.55% | −90−0.2% | Reduced |
| ING Groep NV | 45,059 | $3.98M | 0.03% | −8,542−15.9% | Reduced |
| Teacher Retirement System of Texas | 45,002 | $3.97M | 0.03% | −37,231−45.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 44,885 | $3.96M | 0.06% | +1,817+4.2% | Added |
| New York Life Investment Management LLC | 44,743 | $3.95M | 0.04% | −447−1.0% | Reduced |
| Richard C. Young & CO., LTD. | 44,246 | $3.90M | 0.54% | −640−1.4% | Reduced |
| S&CO Inc | 44,237 | $3.90M | 0.31% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 43,461 | $3.83M | 0.04% | +537+1.3% | Added |
| Options Solutions, LLC | 43,046 | $3.80M | 3.75% | 00.0% | Unchanged |
| Blair William & Co | 42,552 | $3.75M | 0.01% | +3,665+9.4% | Added |
| Balyasny Asset Management LLC | 42,379 | $3.74M | 0.01% | −67,158−61.3% | Reduced |
| Janus Henderson Group PLC | 42,341 | $3.74M | 0.00% | −5,911−12.3% | Reduced |
| Albion Financial Group | 42,094 | $3.71M | 0.33% | −445−1.0% | Reduced |
| Tudor Investment Corp Et Al | 42,080 | $3.71M | 0.06% | +42,080 | New |
| LVW Advisors, LLC | 41,953 | $3.70M | 0.75% | −1,892−4.3% | Reduced |
| Zacks Investment Management | 41,538 | $3.67M | 0.05% | −4,984−10.7% | Reduced |
| GWM Advisors LLC | 41,531 | $3.66M | 0.04% | −829−2.0% | Reduced |
| Element Capital Management LLC | 41,435 | $3.66M | 0.25% | +2,171+5.5% | Added |
| Signature Wealth Management Group | 40,506 | $3.57M | 1.66% | +1,671+4.3% | Added |
| Sit Investment Associates Inc | 40,340 | $3.56M | 0.09% | 00.0% | Unchanged |
| Cipher Capital LP | 39,412 | $3.48M | 0.59% | +39,412 | New |
| State of Alaska, Department of Revenue | 39,095 | $3.45M | 0.04% | −4,360−10.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 39,015 | $3.44M | 0.36% | +696+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 38,607 | $3.41M | 0.01% | −2,522−6.1% | Reduced |
| Xponance, Inc. | 38,499 | $3.40M | 0.05% | −242−0.6% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 38,298 | $3.38M | 0.22% | −839−2.1% | Reduced |
| 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 |
| Czech National Bank | 37,341 | $3.29M | 0.07% | +167+0.4% | Added |
| CIBC World Markets Corp | 36,964 | $3.26M | 0.03% | +21,013+131.7% | Added |
| Penobscot Investment Management Company, Inc. | 36,617 | $3.23M | 0.53% | −817−2.2% | Reduced |
| Nissay Asset Management Corp | 36,476 | $3.22M | 0.03% | −424−1.1% | Reduced |
| Kowal Investment Group, LLC | 36,065 | $3.18M | 0.85% | +5,242+17.0% | Added |
| Trexquant Investment LP | 35,915 | $3.17M | 0.08% | −37,516−51.1% | Reduced |
| Bokf, NA | 35,119 | $3.10M | 0.06% | −48−0.1% | Reduced |
| Leavell Investment Management, Inc. | 34,880 | $3.08M | 0.21% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 34,832 | $3.07M | 0.02% | −517−1.5% | Reduced |
| Premier Fund Managers Ltd | 35,000 | $3.06M | 0.12% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,438 | $3.04M | 0.05% | +339+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,096 | $3.01M | 0.18% | −12,040−26.1% | Reduced |
| KLCM Advisors, Inc. | 33,538 | $2.96M | 0.58% | +382+1.2% | Added |
| Putnam Investments LLC | 33,358 | $2.94M | 0.00% | +1,088+3.4% | Added |
| SG Americas Securities, LLC | 32,887 | $2.90M | 0.02% | +9,410+40.1% | Added |
| MML Investors Services, LLC | 32,742 | $2.89M | 0.02% | +6,838+26.4% | Added |
| Stoneridge Investment Partners LLC | 32,028 | $2.83M | 1.23% | −6,960−17.9% | Reduced |
| First American Bank | 31,885 | $2.81M | 0.24% | +447+1.4% | Added |
| Prudential PLC | 31,808 | $2.81M | 0.03% | −2,000−5.9% | Reduced |
| Gulf International Bank (UK) Ltd | 31,789 | $2.81M | 0.07% | −9,674−23.3% | Reduced |
| Somerset Trust Co | 31,526 | $2.78M | 1.20% | −964−3.0% | Reduced |
| Cincinnati Casualty Co | 31,000 | $2.74M | 1.66% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 30,900 | $2.73M | 0.13% | +8,900+40.5% | Added |
| Meyer Handelman Co | 30,790 | $2.72M | 0.11% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30,188 | $2.66M | 0.37% | −324−1.1% | Reduced |
| Rothschild Investment Corp | 29,921 | $2.64M | 0.22% | +365+1.2% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.60M | 1.17% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 29,005 | $2.56M | 0.03% | +290+1.0% | Added |
| Aquila Investment Management LLC | 29,000 | $2.56M | 2.09% | −9,000−23.7% | Reduced |
| Captrust Financial Advisors | 28,936 | $2.55M | 0.01% | +227+0.8% | Added |
| Regions Financial Corp | 28,854 | $2.55M | 0.02% | −476−1.6% | Reduced |
| Rafferty Asset Management, LLC | 28,762 | $2.54M | 0.01% | +5,603+24.2% | Added |
| Avantax Advisory Services, Inc. | 28,461 | $2.51M | 0.03% | +3,066+12.1% | Added |
| British Columbia Investment Management Corp | 28,437 | $2.51M | 0.02% | +290+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,366 | $2.50M | 0.02% | −1,050−3.6% | Reduced |
| M&T Bank Corp | 28,233 | $2.49M | 0.01% | −1,457−4.9% | Reduced |
| Advisory Services Network, LLC | 27,837 | $2.46M | 0.07% | +438+1.6% | Added |
| Crossmark Global Holdings, Inc. | 26,906 | $2.42M | 0.05% | −819−3.0% | Reduced |
| Bank of Nova Scotia | 27,426 | $2.42M | 0.01% | +3,867+16.4% | Added |
| American Century Companies Inc | 27,346 | $2.41M | 0.00% | +2,051+8.1% | Added |
| Dana Investment Advisors, Inc. | 27,136 | $2.39M | 0.12% | −1,327−4.7% | Reduced |
| Wealthfront Advisers LLC | 26,844 | $2.37M | 0.01% | +3,900+17.0% | Added |
| Mackenzie Financial Corp | 26,331 | $2.35M | 0.00% | −82,158−75.7% | Reduced |
| KCM Investment Advisors LLC | 26,336 | $2.32M | 0.09% | −694−2.6% | Reduced |
| Journey Advisory Group, LLC | 26,234 | $2.31M | 0.35% | +3,712+16.5% | Added |