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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 2,277 | $200.9K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 2,262 | $199.6K | 0.02% | −415−15.5% | Reduced |
| First Command Financial Services, Inc. | 2,262 | $199.6K | 0.02% | −415−15.5% | Reduced |
| Perkins Coie Trust Co | 2,257 | $199.2K | 0.06% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,254 | $198.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 2,225 | $196.0K | 0.07% | +4+0.2% | Added |
| Pinebridge Investments, L.P. | 2,190 | $193.2K | 0.00% | +1,608+276.3% | Added |
| Thompson Investment Management, Inc. | 2,169 | $191.4K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,168 | $191.3K | 0.05% | +82+3.9% | Added |
| Ci Investments Inc. | 2,086 | $184.0K | 0.00% | +484+30.2% | Added |
| Sentry Investment Management LLC | 2,072 | $183.0K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,046 | $179.0K | 0.00% | +2,028+11,266.7% | Added |
| Focused Wealth Management, Inc | 1,997 | $176.2K | 0.03% | +18+0.9% | Added |
| Tyler-Stone Wealth Management | 1,995 | $176.0K | 0.10% | +1,995 | New |
| Addison Advisors LLC | 1,926 | $170.0K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 1,857 | $163.9K | 0.01% | +3+0.2% | Added |
| Motco | 1,711 | $151.0K | 0.01% | −106−5.8% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $150.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,693 | $149.4K | 0.03% | −339−16.7% | Reduced |
| PCA Investment Advisory Services Inc. | 1,628 | $143.7K | 0.09% | +1,628 | New |
| Park Place Capital Corp | 1,599 | $141.1K | 0.04% | −2−0.1% | Reduced |
| Bray Capital Advisors | 1,592 | $140.5K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,581 | $139.5K | 0.01% | +33+2.1% | Added |
| St Germain D J Co Inc | 1,573 | $138.8K | 0.01% | +1,573 | New |
| Red Tortoise LLC | 1,558 | $137.5K | 0.09% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,518 | $134.0K | 0.01% | +69+4.8% | Added |
| Clean Yield Group | 1,470 | $129.7K | 0.05% | −200−12.0% | Reduced |
| Massmutual Trust Co FSB | 1,465 | $129.3K | 0.00% | −69−4.5% | Reduced |
| Laffer Tengler Investments | 1,424 | $125.7K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,422 | $125.5K | 0.03% | +641+82.1% | Added |
| Hills Bank & Trust Co | 1,392 | $122.8K | 0.02% | −157−10.1% | Reduced |
| JNBA Financial Advisors | 1,373 | $121.2K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $121.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,367 | $120.6K | 0.01% | −43−3.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,353 | $119.4K | 0.02% | +1,353 | New |
| Financial Perspectives, Inc | 1,338 | $118.1K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,293 | $114.1K | 0.03% | +10+0.8% | Added |
| Harbor Investment Advisory, LLC | 1,244 | $109.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,181 | $104.2K | 0.01% | +711+151.3% | Added |
| Stonebridge Capital Advisors LLC | 1,178 | $103.9K | 0.01% | +303+34.6% | Added |
| Quent Capital, LLC | 1,175 | $103.7K | 0.02% | +39+3.4% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $103.1K | 0.05% | +1,168 | New |
| Tradition Wealth Management, LLC | 1,150 | $102.0K | 0.01% | +74+6.9% | Added |
| Union Savings Bank | 1,100 | $98.8K | 0.06% | +1,100 | New |
| Column Capital Advisors, LLC | 1,091 | $96.3K | 0.01% | −10−0.9% | Reduced |
| Intelligent Financial Strategies | 1,059 | $93.4K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 1,035 | $91.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,012 | $89.3K | 0.02% | +12+1.2% | Added |
| Alta Advisers Ltd | 1,000 | $88.2K | 0.05% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,010 | $87.1K | 0.02% | −492−32.8% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $86.7K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16,485 | $84.3K | 0.02% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 941 | $83.0K | 0.04% | +941 | New |
| First Pacific Financial | 902 | $79.6K | 0.03% | +902 | New |
| Atlantic Private Wealth, LLC | 900 | $79.4K | 0.08% | +8+0.9% | Added |
| Cassady Schiller Wealth Management, LLC | 887 | $78.3K | 0.04% | +66+8.0% | Added |
| Capital Advisors, Ltd. LLC | 884 | $78.0K | 0.01% | −28−3.1% | Reduced |
| Boit C F David | 867 | $76.5K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 859 | $75.8K | 0.01% | −410−32.3% | Reduced |
| Lindbrook Capital, LLC | 855 | $75.4K | 0.01% | −83−8.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 800 | $71.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 771 | $68.0K | 0.03% | −49−6.0% | Reduced |
| Avalon Trust Co | 771 | $68.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $66.7K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 749 | $66.1K | 0.01% | +61+8.9% | Added |
| Tanglewood Legacy Advisors, LLC | 736 | $64.9K | 0.04% | +136+22.7% | Added |
| Register Financial Advisors LLC | 720 | $63.5K | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 717 | $63.3K | 0.05% | +717 | New |
| Colonial Trust Co | 713 | $62.9K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 700 | $61.8K | 0.01% | +700 | New |
| Rosenberg Matthew Hamilton | 696 | $61.4K | 0.02% | −187−21.2% | Reduced |
| First Horizon Advisors, Inc. | 681 | $60.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 681 | $60.1K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 680 | $60.0K | 0.02% | +171+33.6% | Added |
| Trust Co of Vermont | 654 | $57.7K | 0.00% | −75−10.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $57.4K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 644 | $57.0K | 0.02% | +58+9.9% | Added |
| Concord Wealth Partners | 644 | $56.9K | 0.01% | −550−46.1% | Reduced |
| Fairfield, Bush & Co. | 642 | $56.6K | 0.02% | +642 | New |
| Glassman Wealth Services | 622 | $54.9K | 0.01% | +28+4.7% | Added |
| Sound Income Strategies, LLC | 614 | $54.2K | 0.01% | −1−0.2% | Reduced |
| Hollencrest Capital Management | 612 | $54.0K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 601 | $53.0K | 0.04% | +601 | New |
| Barrett & Company, Inc. | 600 | $52.9K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 586 | $51.8K | 0.00% | +3+0.5% | Added |
| St. Johns Investment Management Company, LLC | 580 | $51.2K | 0.03% | +250+75.8% | Added |
| Anchor Investment Management, LLC | 578 | $51.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 578 | $51.0K | 0.01% | +578 | New |
| Colonial Trust Advisors | 575 | $50.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 566 | $49.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 560 | $49.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 559 | $49.3K | 0.01% | −91−14.0% | Reduced |
| Salem Investment Counselors Inc | 558 | $49.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $48.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 549 | $48.4K | 0.03% | +433+373.3% | Added |
| GW&K Investment Management, LLC | 549 | $48.0K | 0.00% | +99+22.0% | Added |
| TD Waterhouse Canada Inc. | 515 | $47.9K | 0.00% | −14−2.6% | Reduced |
| Horizons Wealth Management | 541 | $47.2K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $44.1K | 0.03% | −450−47.4% | Reduced |
| Perritt Capital Management Inc | 500 | $44.1K | 0.02% | 00.0% | Unchanged |