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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.

Q3 2023 vs. Q2 2023

How the institutions holding Wec Energy Group, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of WEC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,02614991−21
Shares239.2M3.77M239.8M+4.33M (+1.8%)
Value$21.1B$332.8M$19.3B−$1.46B (−7.0%)

14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (83)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to WEC in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA3,657,884$294.6M0.36%
Hudson Bay Capital Management LP149,900$12.1M0.12%
Schonfeld Strategic Advisors LLC144,304$11.6M0.11%
Hunter Perkins Capital Management, LLC106,230$8.56M1.84%
Marshall Wace, LLP53,115$4.28M0.01%
Synergy Financial Management, LLC40,733$3.28M0.65%
Qsemble Capital Management, LP39,500$3.18M0.59%
Meritage Portfolio Management38,504$3.10M0.23%
Weiss Asset Management LP33,659$2.71M0.22%
Eaton Financial Holdings Company, LLC26,878$2.17M0.58%
Mirabella Financial Services LLP25,868$2.08M0.30%
Soros Fund Management LLCSuperinvestorSoros Fund Management25,000$2.01M0.04%
Oak Thistle LLC19,469$1.57M0.46%
Tiaa Trust, National Association13,611$1.10M0.00%
Gsa Capital Partners LLP13,020$1.05M0.09%
Pathstone Family Office, LLC11,781$959.3K0.01%
Envestnet Portfolio Solutions, Inc.11,734$945.2K0.00%
Toews Corp9,400$757.2K0.46%
QRG Capital Management, Inc.7,632$614.8K0.01%
Park Avenue Securities LLC7,085$571.0K0.01%
Capstone Investment Advisors, LLC6,998$563.7K0.01%
Simplex Trading, LLC6,818$549.0K0.02%
TBH Global Asset Management, LLC6,804$548.1K0.11%
Boothbay Fund Management, LLC6,588$530.7K0.02%
XTX Topco Ltd6,129$493.7K0.08%
Pearl River Capital, LLC5,999$483.2K0.08%
Krane Funds Advisors LLC5,945$479.0K0.02%
LVZ Advisors, Inc.5,478$441.3K0.07%
Alethea Capital Management, LLC5,300$426.9K0.52%
Milestone Investment Advisors LLC5,028$405.0K0.12%
MQS Management LLC4,909$395.4K0.24%
Centiva Capital, LP4,364$351.5K0.02%
Agf Management Ltd4,242$341.7K0.00%
Vident Advisory, LLC4,209$339.0K0.01%
Financial Advisors Network, Inc.4,200$338.3K0.08%
Bridgefront Capital, LLC4,153$334.5K0.23%
Wolverine Trading, LLC4,077$328.4K0.00%
Landscape Capital Management, L.L.C.4,059$327.0K0.04%
Wade G W & Inc4,008$323.0K0.01%
Sherbrooke Park Advisers LLC3,984$320.9K0.10%
Arete Wealth Advisors, LLC3,983$320.8K0.06%
First Foundation Advisors3,955$318.6K0.01%
Everence Capital Management Inc3,940$317.0K0.02%
Fortis Group Advisors, LLC3,805$306.5K0.09%
Kingswood Wealth Advisors, LLC3,740$301.3K0.05%
Connecticut Wealth Management, LLC3,728$300.3K0.02%
GTS Securities LLC3,450$277.9K0.01%
Wealthquest Corp3,409$274.6K0.03%
Evexia Wealth LLC3,126$257.3K0.13%
Twinbeech Capital LP3,148$253.6K0.00%
Axxcess Wealth Management, LLC3,002$241.8K0.01%
NEOS Investment Management LLC2,990$240.8K0.03%
Fidelity D & D Bancorp Inc2,966$238.9K0.25%
Monograph Wealth Advisors, LLC2,931$236.1K0.05%
Choate Investment Advisors2,864$230.7K0.01%
Western Wealth Management, LLC2,745$221.1K0.02%
Stevens Capital Management LP2,747$221.0K0.06%
Ironwood Investment Counsel, LLC2,700$217.5K0.05%
First Command Advisory Services, Inc.2,262$182.2K0.00%
Point72 Asset Management, L.P.1,795$144.6K0.00%
Headinvest, LLC1,119$86.2K0.02%
Larson Financial Group LLC1,000$80.5K0.01%
American National Bank854$68.8K0.01%
NBC Securities, Inc.831$66.0K0.01%
Householder Group Estate & Retirement Specialist, LLC527$42.5K0.02%
Annis Gardner Whiting Capital Advisors, LLC476$38.3K0.02%
Authentikos Wealth Advisory, LLC467$37.6K0.04%
First Financial Corp455$36.6K0.02%
Rogco, LP252$20.3K0.01%
RVW Wealth, LLC178$14.3K0.00%
Annapolis Financial Services, LLC145$11.7K0.00%
DHJJ Financial Advisors, Ltd.112$9.02K0.00%
Briaud Financial Planning, Inc114$9.00K0.01%
New Millennium Group LLC62$4.99K0.00%
Steward Financial Group LLC43$3.00K0.00%
Citizens National Bank Trust Department36$2.90K0.00%
Lee Financial Co32$2.58K0.00%
SkyView Investment Advisors, LLC27$2.00K0.00%
Wolff Wiese Magana LLC20$1.61K0.00%
Salomon & Ludwin, LLC18$1.45K0.00%
Federation des caisses Desjardins du Quebec16$1.29K0.00%
Tortoise Investment Management, LLC10$8060.00%
WestEnd Advisors, LLC8$6440.00%

Sold out (104)

Institutions that held Wec Energy Group, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of WEC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Jupiter Asset Management Ltd537,166$47.4M
Qube Research & Technologies Ltd204,604$18.1M
Swiss Life Asset Management Ltd69,038$6.09M
Point72 Middle East FZE61,827$5.46M
HRT Financial LP52,291$4.61M
Houlihan Financial Resource Group, Ltd.49,934$4.61M
Balyasny Asset Management LLC42,379$3.74M
Cipher Capital LP39,412$3.48M
Trexquant Investment LP35,915$3.17M
Putnam Investments LLC33,358$2.94M
Richard Bernstein Advisors LLC25,347$2.24M
Navellier & Associates Inc25,114$2.22M
ISAM Funds (UK) Ltd22,582$1.99M
Renaissance Technologies LLC22,302$1.97M
MayTech Global Investments, LLC17,432$1.54M
Y-Intercept (Hong Kong) Ltd16,432$1.45M
Summit Global Investments16,382$1.45M
Magnetar Financial LLC15,279$1.35M
Edgestream Partners, L.P.14,556$1.28M
Genus Capital Management Inc.11,300$997.1K
Neo Ivy Capital Management9,513$839.0K
Veritable, L.P.9,411$830.4K
Ledyard National Bank7,811$689.2K
Ossiam7,640$674.2K
Seven Eight Capital, LP7,440$656.5K
Verition Fund Management LLC7,004$618.0K
Chiron Investment Management, LLC6,783$598.5K
Two Sigma Advisers, LP6,200$547.1K
Jefferies Financial Group Inc.5,526$487.6K
Boston Private Wealth LLC5,416$477.9K
Machina Capital S.A.S.4,645$409.9K
Virtu Financial LLC4,412$389.0K
Bank Ozk4,376$386.1K
First Affirmative Financial Network4,357$384.5K
OneAscent Financial Services LLC4,137$365.0K
Coastline Trust Co3,813$336.5K
Town & Country Bank & Trust CO dba First Bankers Trust CO3,677$324.5K
Level Four Advisory Services, LLC3,618$319.3K
Crewe Advisors LLC3,423$302.0K
Change Path, LLC3,417$302.0K
Vident Investment Advisory, LLC3,334$295.1K
Values First Advisors, Inc.3,086$272.3K
Schechter Investment Advisors, LLC3,025$266.9K
OneAscent Wealth Management LLC3,016$266.0K
Argent Trust Co2,923$257.9K
V Wealth Advisors LLC2,769$244.3K
Summit Trail Advisors, LLC2,656$234.4K
Quantamental Technologies LLC2,603$229.7K
SkyOak Wealth, LLC2,531$223.3K
Perigon Wealth Management, LLC2,517$222.1K
Warther Private Wealth, LLC2,515$221.9K
McKinley Carter Wealth Services, Inc.2,512$221.7K
Buckingham Strategic Wealth, LLC2,504$220.9K
Pacific Capital Wealth Advisors, Inc2,490$219.7K
Gateway Wealth Partners, LLC2,481$218.9K
Integris Wealth Management, LLC2,477$218.6K
Executive Wealth Management, LLC2,469$217.9K
Trustmark National Bank Trust Department2,439$215.2K
Carnegie Capital Asset Management, LLC2,434$214.8K
Moneta Group Investment Advisors LLC2,433$214.7K
Intrua Financial, LLC2,405$212.2K
Trust Investment Advisors2,404$212.1K
Walter & Keenan Financial Consulting Co2,404$212.1K
SeaCrest Wealth Management, LLC2,402$212.0K
Graypoint LLC2,397$211.5K
Aigen Investment Management, LP2,391$211.0K
CWA Asset Management Group, LLC2,388$210.7K
Hilltop Partners LLC2,377$209.7K
LCNB Corp2,371$209.2K
StrategIQ Financial Group, LLC2,364$208.6K
Well Done, LLC2,360$208.2K
AMG National Trust Bank2,355$207.8K
Liberty Wealth Management LLC2,354$207.7K
Bailard, Inc.2,302$203.1K
Roman Butler Fullerton & Co2,264$202.9K
CFM Wealth Partners LLC2,290$202.1K
Capital City Trust Co2,287$201.8K
Valeo Financial Advisors, LLC2,277$201.0K
Osborne Partners Capital Management, LLC2,277$200.9K
Pinebridge Investments, L.P.2,190$193.2K
PCA Investment Advisory Services Inc.1,628$143.7K
Safeguard Financial, LLC941$83.0K
Fiduciary Alliance LLC700$61.8K
Fairfield, Bush & Co.642$56.6K
Clearview Wealth Advisors LLC412$36.3K
Clear Street Markets LLC412$36.0K
Tilia Fiduciary Partners, Inc.360$31.8K
CVA Family Office, LLC355$31.3K
Dakota Community Bank & Trust NA311$27.4K
Achmea Investment Management B.V.262$23.0K
O'Dell Group, LLC200$17.6K
Disciplined Investments, LLC196$17.3K
Old Point Trust & Financial Services N A167$14.7K
GoalVest Advisory LLC128$11.3K
ORG Partners LLC63$5.65K
Ridgewood Investments LLC48$4.21K
Horan Securities, Inc.29$2.56K
WealthPLAN Partners, LLC23$2.03K
Bollard Group LLC20$2.00K
Armstrong Advisory Group, Inc21$1.85K

Not filed for Q3 2023 yet (14)

Institutions that held Wec Energy Group, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA3,635,804$320.8M
44 Wealth Management LLC67,012$5.91M
Signature Wealth Management Group40,506$3.57M
Tiaa, FSB14,207$1.25M
Ascension Asset Management LLC3,500$308.8K
EA Series Trust3,102$273.7K
First Command Bank2,262$199.6K
First Command Financial Services, Inc.2,262$199.6K
Kistler-Tiffany Companies, LLC1,353$119.4K
BerganKDV Wealth Management, LLC859$75.8K
Northwest Bank & Trust Co300$26.5K
Lumature Wealth Partners, LLC293$25.9K
First Capital Advisors Group, LLC.268$23.6K
Coastal Capital Group, Inc.135$11.9K