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, Q3 2023
Institutional positions in Wec Energy Group, Inc. as of Sep 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
- 991
- −21 vs. Q2 2023
- Shares held
- 239.8M
- +4.33M (+1.8%) vs. Q2 2023
- Total value
- $19.3B
- −$1.46B (−7.0%) vs. Q2 2023
- New holders
- 83
- 340 more added
- Sold out
- 104
- 363 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 3 | $281 | 0.00% | −66−95.7% | Reduced |
| True Wealth Design, LLC | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $564 | 0.00% | −55−88.7% | Reduced |
| PSI Advisors, LLC | 8 | $644 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $644 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 10 | $806 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $806 | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +12+100.0% | Added |
| Nemes Rush Group LLC | 14 | $1.13K | 0.00% | +3+27.3% | Added |
| Federation des caisses Desjardins du Quebec | 16 | $1.29K | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.45K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 18 | $1.45K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $1.45K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 20 | $1.61K | 0.00% | +4+25.0% | Added |
| Wolff Wiese Magana LLC | 20 | $1.61K | 0.00% | +20 | New |
| SkyView Investment Advisors, LLC | 27 | $2.00K | 0.00% | +27 | New |
| DecisionPoint Financial, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 31 | $2.50K | 0.00% | −1,213−97.5% | Reduced |
| Lee Financial Co | 32 | $2.58K | 0.00% | +32 | New |
| Trifecta Capital Advisors, LLC | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $2.90K | 0.00% | −19−34.5% | Reduced |
| Citizens National Bank Trust Department | 36 | $2.90K | 0.00% | +36 | New |
| VisionPoint Advisory Group, LLC | 36 | $2.90K | 0.00% | +31+620.0% | Added |
| Steward Financial Group LLC | 43 | $3.00K | 0.00% | +43 | New |
| Western Pacific Wealth Management, LP | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 39 | $3.14K | 0.00% | −165−80.9% | Reduced |
| Raffa Wealth Management, LLC | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $3.22K | 0.00% | +15+60.0% | Added |
| JFS Wealth Advisors, LLC | 48 | $3.87K | 0.00% | −36−42.9% | Reduced |
| Manchester Capital Management LLC | 50 | $4.03K | 0.00% | +8+19.0% | Added |
| Abound Wealth Management | 54 | $4.35K | 0.00% | +1+1.9% | Added |
| McIlrath & Eck, LLC | 61 | $4.91K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 62 | $4.99K | 0.00% | +62 | New |
| Kelly Financial Services LLC | 65 | $5.24K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 66 | $5.32K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 67 | $5.40K | 0.00% | +1+1.5% | Added |
| Tucker Asset Management LLC | 73 | $5.88K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 77 | $6.20K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 82 | $6.61K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 867 | $6.68K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 85 | $7.00K | 0.00% | −4−4.5% | Reduced |
| Grove Bank & Trust | 93 | $7.49K | 0.00% | +51+121.4% | Added |
| Northwest Capital Management Inc | 93 | $7.53K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 100 | $8.05K | 0.00% | −150−60.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.05K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $8.12K | 0.00% | +1+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 106 | $8.54K | 0.00% | −30−22.1% | Reduced |
| Key Financial Inc | 106 | $8.54K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 110 | $8.86K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 114 | $9.00K | 0.01% | +114 | New |
| DHJJ Financial Advisors, Ltd. | 112 | $9.02K | 0.00% | +112 | New |
| CGC Financial Services, LLC | 120 | $9.67K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $9.75K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 128 | $10.5K | 0.00% | +40+45.5% | Added |
| JJJ Advisors Inc. | 144 | $11.6K | 0.00% | +43+42.6% | Added |
| Annapolis Financial Services, LLC | 145 | $11.7K | 0.00% | +145 | New |
| Loomis Sayles & Co L P | 144 | $12.0K | 0.00% | −32−18.2% | Reduced |
| First Manhattan Co | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 156 | $12.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 160 | $12.9K | 0.00% | −251−61.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 177 | $14.3K | 0.01% | −13−6.8% | Reduced |
| RVW Wealth, LLC | 178 | $14.3K | 0.00% | +178 | New |
| Baker Avenue Asset Management, LP | 183 | $14.7K | 0.00% | +16+9.6% | Added |
| First Community Trust NA | 192 | $15.5K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 204 | $16.0K | 0.01% | −10−4.7% | Reduced |
| Highlander Capital Management, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 209 | $17.0K | 0.00% | −4−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $18.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 228 | $18.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 232 | $18.7K | 0.00% | −517−69.0% | Reduced |
| Versant Capital Management, Inc | 233 | $18.8K | 0.01% | −6−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 232 | $19.0K | 0.01% | +1+0.4% | Added |
| CoreFirst Bank & Trust | 245 | $19.7K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $20.1K | 0.00% | −35−12.3% | Reduced |
| Carmel Capital Partners, LLC | 252 | $20.3K | 0.01% | +102+68.0% | Added |
| Rogco, LP | 252 | $20.3K | 0.01% | +252 | New |
| Princeton Global Asset Management LLC | 255 | $20.5K | 0.01% | +1+0.4% | Added |
| FinTrust Capital Advisors, LLC | 270 | $21.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $22.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $22.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 289 | $23.3K | 0.01% | +1+0.3% | Added |
| Silvant Capital Management LLC | 290 | $23.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 295 | $23.8K | 0.02% | −254−46.3% | Reduced |
| Studio Investment Management LLC | 297 | $23.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 302 | $24.3K | 0.01% | +16+5.6% | Added |
| MV Capital Management, Inc. | 316 | $25.5K | 0.00% | −31−8.9% | Reduced |
| Peoples Financial Services Corp. | 326 | $26.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $26.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $26.8K | 0.01% | −38−10.2% | Reduced |
| Ulland Investment Advisors, LLC | 331 | $27.0K | 0.03% | 00.0% | Unchanged |