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 |
|---|---|---|---|---|---|
| Values First Advisors, Inc. | 3,086 | $272.3K | 0.16% | −795−20.5% | Reduced |
| Bremer Bank National Association | 3,071 | $271.0K | 0.05% | +43+1.4% | Added |
| Boston Financial Mangement LLC | 3,054 | $269.5K | 0.01% | +82+2.8% | Added |
| Keystone Financial Group | 3,045 | $268.7K | 0.05% | +3,045 | New |
| DFPG Investments, LLC | 2,986 | $267.7K | 0.02% | +455+18.0% | Added |
| CRA Financial Services, LLC | 3,030 | $267.4K | 0.07% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,029 | $267.3K | 0.03% | −215−6.6% | Reduced |
| Schechter Investment Advisors, LLC | 3,025 | $266.9K | 0.02% | −689−18.6% | Reduced |
| OneAscent Wealth Management LLC | 3,016 | $266.0K | 0.13% | −575−16.0% | Reduced |
| Connectus Wealth, LLC | 2,988 | $263.7K | 0.01% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,984 | $263.3K | 0.15% | 00.0% | Unchanged |
| First Interstate Bank | 2,979 | $262.9K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,962 | $261.4K | 0.01% | −23−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 2,959 | $261.1K | 0.02% | +10+0.3% | Added |
| Ostrum Asset Management | 2,948 | $260.1K | 0.02% | +2+0.1% | Added |
| Compass Financial Group, INC | 2,938 | $259.2K | 0.08% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,929 | $258.5K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 2,923 | $257.9K | 0.01% | +137+4.9% | Added |
| HBK Sorce Advisory LLC | 2,922 | $257.8K | 0.01% | +290+11.0% | Added |
| Mark Stevens | 2,912 | $257.0K | 0.03% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,888 | $254.8K | 0.18% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,879 | $254.0K | 0.02% | −2,431−45.8% | Reduced |
| Financial Counselors Inc | 2,874 | $254.0K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,811 | $253.9K | 0.28% | −80−2.8% | Reduced |
| Strategy Asset Managers LLC | 2,875 | $253.7K | 0.06% | +9+0.3% | Added |
| CWS Financial Advisors, LLC | 2,869 | $253.1K | 0.10% | +115+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,847 | $251.2K | 0.02% | +2,847 | New |
| Stephens Inc | 2,845 | $251.0K | 0.00% | −213−7.0% | Reduced |
| Carlson Capital Management | 2,843 | $250.9K | 0.02% | −10−0.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $249.7K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $249.7K | 0.12% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,824 | $249.1K | 0.03% | +220+8.4% | Added |
| Hurlow Wealth Management Group, Inc. | 2,792 | $246.4K | 0.11% | −59−2.1% | Reduced |
| Capital Investment Services of America, Inc. | 2,786 | $245.8K | 0.03% | −195−6.5% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $244.4K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,769 | $244.3K | 0.04% | +102+3.8% | Added |
| Live Oak Private Wealth LLC | 2,730 | $240.9K | 0.05% | +28+1.0% | Added |
| Pine Valley Investments Ltd Liability Co | 2,716 | $239.7K | 0.02% | +2,716 | New |
| Brighton Jones LLC | 2,708 | $238.9K | 0.01% | +83+3.2% | Added |
| Duncker Streett & Co Inc | 2,706 | $238.8K | 0.05% | −199−6.9% | Reduced |
| Baldwin Investment Management, LLC | 2,704 | $238.6K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,700 | $238.2K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,696 | $237.9K | 0.04% | +2,696 | New |
| Fulcrum Equity Management | 2,694 | $237.7K | 0.28% | +2,694 | New |
| IFG Advisors, LLC | 2,670 | $235.6K | 0.08% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,662 | $234.9K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $234.6K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 2,656 | $234.4K | 0.01% | +2,656 | New |
| Fulton Bank, N.A. | 2,645 | $233.4K | 0.01% | −155−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 2,637 | $232.7K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,633 | $232.0K | 0.09% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,628 | $231.9K | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,627 | $231.8K | 0.02% | +41+1.6% | Added |
| Johnson Midwest Financial, LLC | 2,617 | $230.9K | 0.20% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,617 | $230.9K | 0.16% | −590−18.4% | Reduced |
| Siemens Fonds Invest GmbH | 2,624 | $230.4K | 0.02% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,603 | $229.7K | 0.10% | +2,603 | New |
| MJP Associates Inc | 2,594 | $228.9K | 0.08% | −6−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,588 | $228.4K | 0.02% | +2,588 | New |
| Ipswich Investment Management Co., Inc. | 2,572 | $227.0K | 0.06% | +350+15.8% | Added |
| Norris Perne & French LLP | 2,542 | $224.3K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,544 | $224.0K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,531 | $223.3K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,517 | $222.1K | 0.01% | −64−2.5% | Reduced |
| Warther Private Wealth, LLC | 2,515 | $221.9K | 0.15% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,512 | $221.7K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,504 | $220.9K | 0.00% | −545−17.9% | Reduced |
| Bayesian Capital Management, LP | 2,500 | $220.6K | 0.02% | +2,500 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,496 | $220.0K | 0.14% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,490 | $219.7K | 0.06% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,481 | $218.9K | 0.04% | +102+4.3% | Added |
| Integris Wealth Management, LLC | 2,477 | $218.6K | 0.08% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 2,469 | $217.9K | 0.02% | +9+0.4% | Added |
| Jones Financial Companies LLLP | 2,468 | $217.8K | 0.00% | +6+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 2,450 | $216.2K | 0.01% | +431+21.3% | Added |
| Trustmark National Bank Trust Department | 2,439 | $215.2K | 0.02% | −54−2.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,434 | $214.8K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,433 | $214.7K | 0.00% | +2,433 | New |
| Intrua Financial, LLC | 2,405 | $212.2K | 0.04% | −4−0.2% | Reduced |
| Trust Investment Advisors | 2,404 | $212.1K | 0.17% | +2,404 | New |
| Walter & Keenan Financial Consulting Co | 2,404 | $212.1K | 0.08% | +4+0.2% | Added |
| SeaCrest Wealth Management, LLC | 2,402 | $212.0K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,400 | $211.8K | 0.00% | +2,400 | New |
| Graypoint LLC | 2,397 | $211.5K | 0.02% | −19−0.8% | Reduced |
| Aigen Investment Management, LP | 2,391 | $211.0K | 0.03% | +2,391 | New |
| CWA Asset Management Group, LLC | 2,388 | $210.7K | 0.01% | +200+9.1% | Added |
| Tompkins Financial Corp | 2,385 | $210.5K | 0.03% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,377 | $209.7K | 0.09% | 00.0% | Unchanged |
| LCNB Corp | 2,371 | $209.2K | 0.09% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,364 | $208.6K | 0.02% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $208.2K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,355 | $207.8K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,354 | $207.7K | 0.05% | +17+0.7% | Added |
| Monetary Management Group Inc | 2,350 | $207.4K | 0.06% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,325 | $205.2K | 0.01% | +184+8.6% | Added |
| Bailard, Inc. | 2,302 | $203.1K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,264 | $202.9K | 0.09% | +20+0.9% | Added |
| CFM Wealth Partners LLC | 2,290 | $202.1K | 0.05% | +45+2.0% | Added |
| Capital City Trust Co | 2,287 | $201.8K | 0.06% | +2,287 | New |
| Valeo Financial Advisors, LLC | 2,277 | $201.0K | 0.01% | +2,277 | New |