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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,018 | $1.06M | 0.00% | −8,306−40.9% | Reduced |
| Cetera Investment Advisers | 11,976 | $1.06M | 0.01% | +323+2.8% | Added |
| ICW Investment Advisors LLC | 11,746 | $1.04M | 0.56% | +363+3.2% | Added |
| Prairie Sky Financial Group LLC | 11,736 | $1.04M | 0.70% | +11,736 | New |
| Wedbush Securities Inc | 11,699 | $1.03M | 0.05% | +410+3.6% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $1.03M | 1.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 11,618 | $1.02M | 0.03% | +833+7.7% | Added |
| Integrated Wealth Concepts LLC | 11,442 | $1.01M | 0.02% | +697+6.5% | Added |
| Walleye Capital LLC | 11,434 | $1.01M | 0.02% | −45,211−79.8% | Reduced |
| Van Hulzen Asset Management, LLC | 11,428 | $1.01M | 0.09% | +1,890+19.8% | Added |
| Independent Financial Group, LLC | 11,379 | $1.00M | 0.07% | −2,297−16.8% | Reduced |
| Allianz Asset Management GmbH | 11,322 | $999.1K | 0.00% | −8,631−43.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,323 | $999.0K | 0.07% | +99+0.9% | Added |
| Genus Capital Management Inc. | 11,300 | $997.1K | 0.15% | +11,300 | New |
| Belpointe Asset Management LLC | 11,157 | $984.6K | 0.10% | −12,006−51.8% | Reduced |
| HM Payson & Co | 11,013 | $971.8K | 0.02% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 10,967 | $967.7K | 0.01% | +2,867+35.4% | Added |
| North Star Investment Management Corp. | 10,918 | $963.4K | 0.08% | +8+0.1% | Added |
| Shell Asset Management Co | 10,876 | $960.0K | 0.04% | −18,699−63.2% | Reduced |
| PFW Advisors LLC | 10,990 | $953.6K | 0.32% | +10,990 | New |
| South Dakota Investment Council | 10,580 | $934.0K | 0.02% | −700−6.2% | Reduced |
| Valmark Advisers, Inc. | 10,566 | $932.3K | 0.02% | −53−0.5% | Reduced |
| Credential Qtrade Securities Inc. | 10,503 | $926.8K | 0.06% | −166−1.6% | Reduced |
| Hendershot Investments Inc. | 10,446 | $921.8K | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 10,401 | $917.8K | 0.03% | −112−1.1% | Reduced |
| Natixis | 10,363 | $914.4K | 0.01% | −1,586−13.3% | Reduced |
| Prospera Financial Services Inc | 10,256 | $905.2K | 0.03% | +590+6.1% | Added |
| Portside Wealth Group, LLC | 10,247 | $904.2K | 0.17% | +10,247 | New |
| Brown Capital Management LLC | 10,189 | $899.1K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 10,155 | $896.1K | 0.11% | +564+5.9% | Added |
| D.A. Davidson & Co. | 10,139 | $894.7K | 0.01% | +42+0.4% | Added |
| Bleakley Financial Group, LLC | 10,116 | $892.6K | 0.03% | +2,555+33.8% | Added |
| Sawtooth Solutions, LLC | 10,114 | $892.5K | 0.02% | +2,539+33.5% | Added |
| Vestmark Advisory Solutions, Inc. | 10,082 | $889.6K | 0.03% | +82+0.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,950 | $878.0K | 0.02% | +34+0.3% | Added |
| Empirical Finance, LLC | 9,921 | $875.4K | 0.07% | +1,154+13.2% | Added |
| American State Bank (Iowa) | 9,855 | $869.6K | 0.61% | 00.0% | Unchanged |
| Wealth Alliance | 9,828 | $867.2K | 0.13% | −49−0.5% | Reduced |
| Banque Cantonale Vaudoise | 9,823 | $867.0K | 0.04% | +4,000+68.7% | Added |
| Advisor Partners II, LLC | 9,710 | $856.8K | 0.04% | −986−9.2% | Reduced |
| Fiduciary Trust Co | 9,708 | $856.6K | 0.02% | −578−5.6% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 9,697 | $855.7K | 0.96% | −162−1.6% | Reduced |
| Mattern Wealth Management LLC | 9,690 | $855.0K | 0.25% | +2,370+32.4% | Added |
| Romano Brothers and Company | 9,613 | $848.2K | 0.13% | −1,405−12.8% | Reduced |
| Davenport & Co LLC | 9,593 | $846.4K | 0.01% | −373−3.7% | Reduced |
| Ieq Capital, LLC | 9,556 | $843.2K | 0.02% | +2,844+42.4% | Added |
| Neo Ivy Capital Management | 9,513 | $839.0K | 0.44% | +9,513 | New |
| Carret Asset Management, LLC | 9,500 | $838.3K | 0.11% | −500−5.0% | Reduced |
| Venturi Wealth Management, LLC | 9,475 | $836.1K | 0.07% | −2,472−20.7% | Reduced |
| Veritable, L.P. | 9,411 | $830.4K | 0.01% | −182−1.9% | Reduced |
| Legacy Private Trust Co. | 9,302 | $820.8K | 0.07% | +25+0.3% | Added |
| Alley Investment Management Company, LLC | 9,270 | $818.0K | 0.13% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 9,124 | $805.1K | 0.09% | −1,574−14.7% | Reduced |
| FineMark National Bank & Trust | 8,985 | $792.8K | 0.03% | +136+1.5% | Added |
| Chicago Trust Co NA | 8,899 | $785.2K | 0.19% | −7−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,886 | $784.1K | 0.01% | +220+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,825 | $779.0K | 0.02% | +1,256+16.6% | Added |
| Wealthspire Advisors, LLC | 8,808 | $777.2K | 0.01% | −4,242−32.5% | Reduced |
| Avantax Planning Partners, Inc. | 8,694 | $767.2K | 0.03% | −2,430−21.8% | Reduced |
| Chelsea Counsel Co | 8,672 | $765.2K | 0.38% | 00.0% | Unchanged |
| Resources Management Corp | 8,652 | $763.0K | 0.12% | +8,459+4,382.9% | Added |
| Buckley Wealth Management, LLC | 8,553 | $754.7K | 0.26% | +3,713+76.7% | Added |
| WNY Asset Management, LLC | 8,543 | $753.9K | 0.16% | −886−9.4% | Reduced |
| Johnson Investment Counsel Inc | 8,474 | $747.7K | 0.01% | −2,797−24.8% | Reduced |
| BKD Wealth Advisors, LLC | 8,463 | $746.8K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $742.5K | 0.05% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 8,370 | $738.6K | 0.01% | +8,370 | New |
| FORA Capital, LLC | 8,353 | $737.1K | 0.10% | −89−1.1% | Reduced |
| Searle & Co. | 8,200 | $736.9K | 0.23% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 8,337 | $736.0K | 0.15% | −17,586−67.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,297 | $732.1K | 0.30% | −10.0% | Reduced |
| Venture Visionary Partners LLC | 8,252 | $728.2K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 8,185 | $722.2K | 0.01% | +8,185 | New |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $719.2K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 8,079 | $712.9K | 0.01% | −1,162−12.6% | Reduced |
| Snowden Capital Advisors LLC | 8,073 | $712.4K | 0.03% | +75+0.9% | Added |
| Beaton Management Co. Inc. | 7,971 | $703.0K | 0.44% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 7,941 | $700.7K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 7,935 | $700.2K | 0.04% | +7,935 | New |
| Freedom Wealth Alliance, LLC | 7,562 | $692.1K | 0.97% | +10.0% | Added |
| Peapack Gladstone Financial Corp | 7,827 | $691.0K | 0.01% | −303−3.7% | Reduced |
| Johnson Financial Group, Inc. | 7,814 | $689.5K | 0.05% | −3,501−30.9% | Reduced |
| Ledyard National Bank | 7,811 | $689.2K | 0.08% | −301−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 7,759 | $684.6K | 0.03% | +638+9.0% | Added |
| Wetherby Asset Management Inc | 7,752 | $684.0K | 0.04% | −854−9.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $682.3K | 0.09% | 00.0% | Unchanged |
| Dakota Wealth Management | 7,706 | $680.0K | 0.03% | −5,213−40.4% | Reduced |
| TD Private Client Wealth LLC | 7,692 | $678.7K | 0.03% | −27−0.3% | Reduced |
| Ossiam | 7,640 | $674.2K | 0.01% | +3,650+91.5% | Added |
| NewEdge Wealth, LLC | 7,467 | $658.9K | 0.02% | +350+4.9% | Added |
| Cetera Advisors LLC | 7,462 | $658.4K | 0.01% | +602+8.8% | Added |
| AlphaStar Capital Management, LLC | 7,460 | $658.3K | 0.07% | −6,567−46.8% | Reduced |
| Fox Run Management, L.L.C. | 7,444 | $656.9K | 0.18% | +7,444 | New |
| Seven Eight Capital, LP | 7,440 | $656.5K | 0.11% | +7,440 | New |
| Geneos Wealth Management Inc. | 7,343 | $648.0K | 0.03% | +583+8.6% | Added |
| Lantz Financial LLC | 7,317 | $645.7K | 0.25% | +37+0.5% | Added |
| Investment House LLC | 7,300 | $644.2K | 0.05% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,263 | $640.9K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,172 | $632.9K | 0.04% | −429−5.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $630.2K | 0.03% | 00.0% | Unchanged |