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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 7,137 | $629.8K | 0.14% | +1,193+20.1% | Added |
| Stephenson National Bank & Trust | 7,118 | $628.1K | 0.34% | +34+0.5% | Added |
| Advisors Management Group Inc | 7,100 | $627.0K | 0.19% | −77−1.1% | Reduced |
| IHT Wealth Management, LLC | 7,088 | $625.4K | 0.03% | +1,883+36.2% | Added |
| Titleist Asset Management, LLC | 7,061 | $623.0K | 0.12% | +1,771+33.5% | Added |
| Quantinno Capital Management LP | 7,050 | $622.0K | 0.04% | −4,801−40.5% | Reduced |
| We Are One Seven, LLC | 7,036 | $620.9K | 0.06% | −75−1.1% | Reduced |
| Financial Advisory Partners, LLC | 7,024 | $619.8K | 0.24% | +7,024 | New |
| Verition Fund Management LLC | 7,004 | $618.0K | 0.01% | +7,004 | New |
| Girard Partners Ltd. | 6,980 | $616.0K | 0.07% | −1,500−17.7% | Reduced |
| Foundations Investment Advisors, LLC | 6,979 | $615.8K | 0.02% | −928−11.7% | Reduced |
| Winch Advisory Services, LLC | 6,853 | $605.0K | 0.22% | +58+0.9% | Added |
| Aquatic Capital Management LLC | 6,800 | $600.0K | 0.03% | +6,800 | New |
| Signaturefd, LLC | 6,795 | $599.6K | 0.02% | −1,281−15.9% | Reduced |
| Marcum Wealth, LLC | 6,785 | $598.7K | 0.07% | +1,391+25.8% | Added |
| Chiron Investment Management, LLC | 6,783 | $598.5K | 0.17% | +6,783 | New |
| Wesbanco Bank Inc | 6,777 | $598.0K | 0.03% | −199−2.9% | Reduced |
| Alaska Permanent Fund Corp | 6,771 | $597.5K | 0.01% | +6,771 | New |
| Exchange Traded Concepts, LLC | 6,767 | $597.1K | 0.01% | −681−9.1% | Reduced |
| Claro Advisors LLC | 6,679 | $589.4K | 0.15% | +1,387+26.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,645 | $586.4K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 6,606 | $582.9K | 0.01% | −489−6.9% | Reduced |
| Old Second National Bank of Aurora | 6,596 | $582.0K | 0.17% | 00.0% | Unchanged |
| Rockland Trust Co | 6,570 | $579.7K | 0.03% | −58−0.9% | Reduced |
| MPS Loria Financial Planners, LLC | 6,508 | $574.3K | 0.22% | +29+0.4% | Added |
| Mather Group, LLC. | 6,494 | $573.0K | 0.01% | +1,005+18.3% | Added |
| Integrated Advisors Network LLC | 6,448 | $569.0K | 0.03% | −48−0.7% | Reduced |
| Ti-Trust, Inc | 6,430 | $567.4K | 0.52% | 00.0% | Unchanged |
| City State Bank | 6,358 | $561.0K | 0.30% | 00.0% | Unchanged |
| North Star Asset Management Inc | 6,305 | $556.4K | 0.03% | −150−2.3% | Reduced |
| Meeder Advisory Services, Inc. | 6,266 | $552.9K | 0.06% | +73+1.2% | Added |
| Phillips Wealth Planners LLC | 6,253 | $551.8K | 0.72% | +551+9.7% | Added |
| Two Sigma Advisers, LP | 6,200 | $547.1K | 0.00% | −42,900−87.4% | Reduced |
| Ballentine Partners, LLC | 6,180 | $545.3K | 0.01% | −6,100−49.7% | Reduced |
| HB Wealth Management, LLC | 6,180 | $545.3K | 0.01% | +401+6.9% | Added |
| Vantage Financial Partners, LLC | 6,093 | $537.6K | 0.20% | +45+0.7% | Added |
| Moors & Cabot, Inc. | 6,043 | $533.2K | 0.04% | −17−0.3% | Reduced |
| Drake & Associates, LLC | 6,015 | $530.8K | 0.24% | −77−1.3% | Reduced |
| Bridges Investment Management Inc | 6,000 | $529.4K | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 5,889 | $519.6K | 0.23% | −426−6.7% | Reduced |
| Chicago Capital, LLC | 5,885 | $519.2K | 0.02% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 5,735 | $506.0K | 0.04% | +1,968+52.2% | Added |
| McDonald Partners LLC | 5,696 | $502.7K | 0.15% | +118+2.1% | Added |
| Dynamic Advisor Solutions LLC | 5,676 | $500.8K | 0.03% | −989−14.8% | Reduced |
| Sigma Planning Corp | 5,668 | $500.2K | 0.02% | −864−13.2% | Reduced |
| Spinnaker Trust | 5,648 | $498.4K | 0.04% | −75−1.3% | Reduced |
| WSFS Capital Management, LLC | 5,619 | $495.8K | 0.05% | +1,685+42.8% | Added |
| Atria Wealth Solutions, Inc. | 5,604 | $494.5K | 0.01% | +338+6.4% | Added |
| TrinityPoint Wealth, LLC | 5,594 | $493.6K | 0.10% | +56+1.0% | Added |
| Resources Investment Advisors, LLC. | 5,593 | $493.5K | 0.01% | +97+1.8% | Added |
| Summit Financial, LLC | 5,583 | $492.6K | 0.04% | +5,583 | New |
| Courier Capital LLC | 5,570 | $491.5K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 5,565 | $491.1K | 0.02% | −73−1.3% | Reduced |
| Front Barnett Associates LLC | 5,551 | $490.0K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,543 | $489.1K | 0.03% | −66−1.2% | Reduced |
| Jefferies Financial Group Inc. | 5,526 | $487.6K | 0.01% | +3,010+119.6% | Added |
| Diversified Trust Co | 5,438 | $479.8K | 0.02% | +315+6.1% | Added |
| Eqis Capital Management, Inc. | 5,426 | $478.8K | 0.05% | −711−11.6% | Reduced |
| West Paces Advisors Inc. | 5,425 | $478.7K | 0.14% | −21−0.4% | Reduced |
| Boston Private Wealth LLC | 5,416 | $477.9K | 0.01% | −608−10.1% | Reduced |
| Merit Financial Group, LLC | 5,397 | $476.3K | 0.02% | +1,633+43.4% | Added |
| Chesley Taft & Associates LLC | 5,280 | $465.9K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,268 | $464.9K | 0.04% | +18+0.3% | Added |
| SPC Financial, Inc. | 5,262 | $464.3K | 0.05% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,251 | $464.0K | 0.04% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,188 | $457.8K | 0.04% | 00.0% | Unchanged |
| WFA Asset Management Corp | 5,130 | $452.7K | 0.27% | +100+2.0% | Added |
| Wealth Architects, LLC | 5,130 | $452.7K | 0.07% | +366+7.7% | Added |
| National Asset Management, Inc. | 5,090 | $449.1K | 0.01% | −4,065−44.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $448.3K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 5,037 | $444.5K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $444.1K | 0.09% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,022 | $443.1K | 0.35% | +393+8.5% | Added |
| Clearstead Advisors, LLC | 4,978 | $439.3K | 0.03% | −21−0.4% | Reduced |
| Hudock, Inc. | 4,967 | $438.3K | 0.10% | +25+0.5% | Added |
| PAX Financial Group, LLC | 4,951 | $436.9K | 0.10% | +182+3.8% | Added |
| Ropes Wealth Advisors LLC | 4,950 | $436.8K | 0.07% | +368+8.0% | Added |
| Smithfield Trust Co | 4,881 | $433.0K | 0.03% | +176+3.7% | Added |
| Plancorp, LLC | 4,859 | $428.8K | 0.02% | −122−2.4% | Reduced |
| Ronald Blue Trust, Inc. | 4,500 | $427.0K | 0.01% | −6,138−57.7% | Reduced |
| Greenfield Savings Bank | 4,829 | $426.1K | 0.29% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $425.7K | 0.04% | −525−9.8% | Reduced |
| Appleton Partners Inc | 4,792 | $423.0K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,769 | $420.8K | 0.17% | +1,905+66.5% | Added |
| Balentine LLC | 4,768 | $420.7K | 0.01% | −251−5.0% | Reduced |
| Equitable Holdings, Inc. | 4,740 | $418.3K | 0.01% | +799+20.3% | Added |
| Smith, Moore & Co. | 4,738 | $418.1K | 0.05% | +20.0% | Added |
| Aviva PLC | 4,736 | $417.9K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,732 | $417.6K | 0.07% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,714 | $416.0K | 0.00% | −2,242−32.2% | Reduced |
| Nilsine Partners, LLC | 4,703 | $415.0K | 0.06% | +29+0.6% | Added |
| IFP Advisors, Inc | 6,658 | $414.9K | 0.02% | −9,789−59.5% | Reduced |
| Trust Co of Toledo NA | 4,672 | $412.3K | 0.07% | −800−14.6% | Reduced |
| Ethos Financial Group, LLC | 4,347 | $412.0K | 0.14% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,669 | $412.0K | 0.01% | +7+0.2% | Added |
| United Capital Financial Advisers, LLC | 4,669 | $412.0K | 0.00% | −4,147−47.0% | Reduced |
| Machina Capital S.A.S. | 4,645 | $409.9K | 0.23% | +4,645 | New |
| Douglass Winthrop Advisors, LLC | 4,601 | $406.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,564 | $403.0K | 0.01% | −190−4.0% | Reduced |
| Toroso Investments, LLC | 4,557 | $402.0K | 0.01% | +229+5.3% | Added |