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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 4,550 | $401.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Securities LLC | 4,550 | $401.0K | 0.27% | −500−9.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,539 | $400.5K | 0.04% | +228+5.3% | Added |
| McDonough Capital Management, Inc | 4,525 | $399.3K | 0.37% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,492 | $396.4K | 0.03% | +199+4.6% | Added |
| CWM Advisors, LLC | 4,488 | $396.0K | 0.05% | +8+0.2% | Added |
| ZWJ Investment Counsel Inc | 4,438 | $391.6K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 4,435 | $391.4K | 0.01% | −510−10.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,420 | $390.1K | 0.01% | +4,420 | New |
| Virtu Financial LLC | 4,412 | $389.0K | 0.03% | +1,847+72.0% | Added |
| Bank Ozk | 4,376 | $386.1K | 0.18% | −236−5.1% | Reduced |
| First Affirmative Financial Network | 4,357 | $384.5K | 0.38% | +3+0.1% | Added |
| Alpha Cubed Investments, LLC | 4,314 | $380.7K | 0.03% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,293 | $378.8K | 0.25% | −12−0.3% | Reduced |
| Tarbox Family Office, Inc. | 4,281 | $377.8K | 0.07% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,271 | $376.9K | 0.07% | +205+5.0% | Added |
| Ziegler Capital Management, LLC | 4,239 | $374.0K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,217 | $372.1K | 0.02% | +205+5.1% | Added |
| Sequoia Financial Advisors, LLC | 4,209 | $371.4K | 0.01% | +499+13.5% | Added |
| Horizon Investments, LLC | 4,223 | $369.3K | 0.01% | −45−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,181 | $368.9K | 0.03% | +4,181 | New |
| 1st Source Bank | 4,171 | $368.0K | 0.02% | −31−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,142 | $365.5K | 0.03% | −88−2.1% | Reduced |
| OneAscent Financial Services LLC | 4,137 | $365.0K | 0.16% | −531−11.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,104 | $362.1K | 0.07% | +278+7.3% | Added |
| Private Trust Co NA | 4,092 | $361.1K | 0.05% | −20.0% | Reduced |
| Alhambra Investment Partners LLC | 4,085 | $360.5K | 0.24% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4,084 | $360.0K | 0.02% | −75−1.8% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $359.0K | 0.13% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,062 | $358.4K | 0.01% | +46+1.1% | Added |
| Bard Financial Services, Inc. | 4,060 | $358.3K | 0.03% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 4,051 | $357.5K | 0.21% | +244+6.4% | Added |
| Transcend Wealth Collective, LLC | 4,024 | $355.1K | 0.03% | −1,005−20.0% | Reduced |
| Howe & Rusling Inc | 4,019 | $354.6K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,000 | $353.0K | 0.01% | −75−1.8% | Reduced |
| Park National Corp | 3,988 | $351.9K | 0.02% | −1,200−23.1% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $348.0K | 0.07% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,941 | $347.8K | 0.04% | −62−1.5% | Reduced |
| Parallel Advisors, LLC | 3,927 | $346.6K | 0.01% | −145−3.6% | Reduced |
| AlphaCore Capital LLC | 3,924 | $346.3K | 0.06% | −141−3.5% | Reduced |
| Brady Family Wealth, LLC | 3,911 | $345.1K | 0.13% | +150+4.0% | Added |
| Main Street Financial Solutions, LLC | 3,888 | $343.1K | 0.05% | +10.0% | Added |
| Bank of New Hampshire | 3,870 | $341.5K | 0.10% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,853 | $340.0K | 0.03% | +3,853 | New |
| Gradient Investments LLC | 3,840 | $338.8K | 0.01% | −9−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,833 | $338.2K | 0.04% | −249−6.1% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $336.7K | 0.11% | 00.0% | Unchanged |
| Coastline Trust Co | 3,813 | $336.5K | 0.05% | −2,388−38.5% | Reduced |
| Golden State Equity Partners | 3,810 | $336.2K | 0.09% | +3,810 | New |
| Chesapeake Asset Management LLC | 3,802 | $335.5K | 0.30% | +28+0.7% | Added |
| IAG Wealth Partners, LLC | 3,798 | $335.2K | 0.09% | +278+7.9% | Added |
| Cigna Investments Inc | 3,795 | $335.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,741 | $330.1K | 0.01% | −5−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 3,741 | $330.1K | 0.01% | −226−5.7% | Reduced |
| John G Ullman & Associates Inc | 3,682 | $324.9K | 0.05% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,677 | $324.5K | 0.16% | −638−14.8% | Reduced |
| Clarius Group, LLC | 3,677 | $324.5K | 0.03% | +2+0.1% | Added |
| Blossom Wealth Management | 3,665 | $323.4K | 1.18% | +1,324+56.6% | Added |
| First Heartland Consultants, Inc. | 3,654 | $322.5K | 0.04% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,619 | $319.3K | 0.04% | +144+4.1% | Added |
| Level Four Advisory Services, LLC | 3,618 | $319.3K | 0.02% | −584−13.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,594 | $317.1K | 0.29% | +3,594 | New |
| Kerntke Otto McGlone Wealth Management Group | 3,580 | $316.0K | 0.31% | +3+0.1% | Added |
| Midwest Professional Planners, LTD. | 3,530 | $311.5K | 0.14% | −302−7.9% | Reduced |
| Ascension Asset Management LLC | 3,500 | $308.8K | 0.19% | +3,500 | New |
| Sandy Spring Bank | 3,462 | $305.5K | 0.02% | +18+0.5% | Added |
| Checchi Capital Advisers, LLC | 3,452 | $304.6K | 0.03% | −92−2.6% | Reduced |
| Rehmann Capital Advisory Group | 3,426 | $302.3K | 0.03% | +28+0.8% | Added |
| Crewe Advisors LLC | 3,423 | $302.0K | 0.04% | +23+0.7% | Added |
| Change Path, LLC | 3,417 | $302.0K | 0.01% | −110−3.1% | Reduced |
| Lincoln National Corp | 3,409 | $300.8K | 0.01% | −191−5.3% | Reduced |
| Planning Center, Inc. | 3,406 | $300.5K | 0.08% | −1,344−28.3% | Reduced |
| Coldstream Capital Management Inc | 3,388 | $298.9K | 0.01% | −205−5.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,382 | $298.4K | 0.06% | +2+0.1% | Added |
| Successful Portfolios LLC | 3,371 | $297.5K | 0.26% | −53−1.5% | Reduced |
| Financial Advocates Investment Management | 3,364 | $296.9K | 0.02% | −173−4.9% | Reduced |
| EP Wealth Advisors, LLC | 2,814 | $296.8K | 0.00% | −114−3.9% | Reduced |
| Vident Investment Advisory, LLC | 3,334 | $295.1K | 0.01% | −88−2.6% | Reduced |
| Zions Bancorporation, N.A. | 3,340 | $294.7K | 0.02% | −26−0.8% | Reduced |
| Summit Asset Management, LLC | 3,335 | $294.3K | 0.08% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,335 | $294.3K | 0.15% | −61−1.8% | Reduced |
| Bank of Stockton | 3,332 | $294.0K | 0.10% | 00.0% | Unchanged |
| Haverford Trust Co | 3,265 | $288.1K | 0.00% | −1,090−25.0% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $287.2K | 0.05% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,250 | $286.8K | 0.00% | −250−7.1% | Reduced |
| Sterling Investment Advisors LLC | 3,250 | $286.8K | 0.18% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,246 | $286.4K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,231 | $285.1K | 0.00% | +265+8.9% | Added |
| LGT Financial Advisors LLC | 3,222 | $284.3K | 0.30% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,191 | $281.6K | 0.05% | +502+18.7% | Added |
| West Family Investments, Inc. | 3,181 | $280.7K | 0.11% | −2,262−41.6% | Reduced |
| Moody National Bank Trust Division | 3,168 | $279.5K | 0.02% | −137−4.1% | Reduced |
| Centre Asset Management, LLC | 3,165 | $279.0K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,156 | $278.5K | 0.02% | −208−6.2% | Reduced |
| Blue Barn Wealth, LLC | 3,150 | $278.0K | 0.18% | −101−3.1% | Reduced |
| Pitcairn Co | 3,117 | $275.0K | 0.02% | −72−2.3% | Reduced |
| Capital Asset Advisory Services LLC | 3,004 | $274.6K | 0.02% | −130−4.1% | Reduced |
| Empowered Funds, LLC | 3,102 | $273.7K | 0.01% | +3,102 | New |
| EA Series Trust | 3,102 | $273.7K | 0.01% | +3,102 | New |
| Umb Bank N A | 3,090 | $272.7K | 0.00% | −7−0.2% | Reduced |