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 |
|---|---|---|---|---|---|
| Trust Co | 338 | $27.2K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 325 | $28.7K | 0.01% | +5+1.6% | Added |
| Valley National Advisers Inc | 363 | $29.0K | 0.01% | +20+5.8% | Added |
| Sutton Wealth Advisors Inc. | 363 | $29.2K | 0.01% | +29+8.7% | Added |
| VitalStone Financial, LLC | 371 | $30.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 411 | $33.1K | 0.00% | +61+17.4% | Added |
| Maryland Capital Advisors Inc. | 418 | $33.7K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $33.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 425 | $34.2K | 0.00% | −189−30.8% | Reduced |
| Laurel Wealth Advisors LLC | 426 | $34.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 429 | $34.6K | 0.02% | −10−2.3% | Reduced |
| Essex Investment Management Co LLC | 430 | $34.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 447 | $36.0K | 0.00% | −234−34.4% | Reduced |
| Bangor Savings Bank | 455 | $36.6K | 0.00% | −104−18.6% | Reduced |
| First Financial Corp | 455 | $36.6K | 0.02% | +455 | New |
| Sittner & Nelson, LLC | 457 | $36.8K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $37.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $37.1K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 467 | $37.6K | 0.04% | +467 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 476 | $38.3K | 0.02% | +476 | New |
| SOA Wealth Advisors, LLC. | 480 | $38.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 490 | $39.5K | 0.01% | −132−21.2% | Reduced |
| Perritt Capital Management Inc | 500 | $40.3K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $40.3K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 512 | $41.2K | 0.02% | −89−14.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $42.5K | 0.02% | +527 | New |
| Deseret Mutual Benefit Administrators | 536 | $43.2K | 0.02% | −24−4.3% | Reduced |
| TD Waterhouse Canada Inc. | 522 | $43.2K | 0.00% | +7+1.4% | Added |
| Barrett & Company, Inc. | 540 | $43.5K | 0.03% | −60−10.0% | Reduced |
| Horizons Wealth Management | 541 | $43.5K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 545 | $44.0K | 0.00% | −973−64.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 553 | $44.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $44.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 554 | $45.0K | 0.00% | +5+0.9% | Added |
| CNB Bank | 566 | $45.6K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $46.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 578 | $46.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 579 | $46.6K | 0.01% | +4+0.7% | Added |
| St. Johns Investment Management Company, LLC | 580 | $46.7K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 587 | $47.3K | 0.00% | +1+0.2% | Added |
| Hollencrest Capital Management | 612 | $49.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 619 | $49.9K | 0.01% | −1,549−71.4% | Reduced |
| Concord Wealth Partners | 644 | $51.9K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 650 | $52.0K | 0.02% | +6+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $52.4K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 654 | $52.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $56.4K | 0.01% | −71−9.2% | Reduced |
| Register Financial Advisors LLC | 720 | $58.0K | 0.04% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 736 | $59.3K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $60.9K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 765 | $61.6K | 0.03% | +760+15,200.0% | Added |
| Operose Advisors LLC | 777 | $62.6K | 0.02% | +96+14.1% | Added |
| Colonial Trust Co | 789 | $63.6K | 0.02% | +76+10.7% | Added |
| Rosenberg Matthew Hamilton | 806 | $64.9K | 0.02% | +110+15.8% | Added |
| Oakworth Capital, Inc. | 809 | $65.2K | 0.01% | −900−52.7% | Reduced |
| NBC Securities, Inc. | 831 | $66.0K | 0.01% | +831 | New |
| Thompson Siegel & Walmsley LLC | 830 | $67.0K | 0.00% | +30+3.8% | Added |
| American National Bank | 854 | $68.8K | 0.01% | +854 | New |
| Cassady Schiller Wealth Management, LLC | 887 | $71.4K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 895 | $72.0K | 0.01% | +11+1.2% | Added |
| First Pacific Financial | 902 | $72.7K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 908 | $73.2K | 0.07% | +8+0.9% | Added |
| Carolinas Wealth Consulting LLC | 16,454 | $76.4K | 0.02% | −31−0.2% | Reduced |
| Lindbrook Capital, LLC | 966 | $77.8K | 0.01% | +111+13.0% | Added |
| Pinnacle Bancorp, Inc. | 982 | $79.1K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 992 | $79.9K | 0.03% | +221+28.7% | Added |
| Alta Advisers Ltd | 1,000 | $80.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $80.5K | 0.01% | +1,000 | New |
| TFC Financial Management | 1,052 | $84.7K | 0.02% | +40+4.0% | Added |
| Column Capital Advisors, LLC | 1,056 | $85.1K | 0.01% | −35−3.2% | Reduced |
| Intelligent Financial Strategies | 1,059 | $85.3K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,068 | $86.0K | 0.01% | −110−9.3% | Reduced |
| Headinvest, LLC | 1,119 | $86.2K | 0.02% | +1,119 | New |
| State of Wyoming | 1,072 | $86.3K | 0.02% | +392+57.6% | Added |
| First Personal Financial Services | 1,076 | $86.7K | 0.02% | +756+236.2% | Added |
| Whittier Trust Co | 1,087 | $87.6K | 0.00% | +52+5.0% | Added |
| Union Savings Bank | 1,100 | $88.6K | 0.06% | 00.0% | Unchanged |
| Natixis | 1,113 | $89.7K | 0.00% | −9,250−89.3% | Reduced |
| Tradition Wealth Management, LLC | 1,156 | $93.0K | 0.01% | +6+0.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $94.1K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,179 | $95.0K | 0.01% | −2−0.2% | Reduced |
| Hexagon Capital Partners LLC | 1,318 | $106.2K | 0.03% | +25+1.9% | Added |
| Quent Capital, LLC | 1,319 | $106.2K | 0.02% | +144+12.3% | Added |
| Proequities, Inc. | 1,333 | $107.4K | 0.01% | −34−2.5% | Reduced |
| Financial Perspectives, Inc | 1,338 | $107.8K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,378 | $111.0K | 0.01% | −14−1.0% | Reduced |
| Acadian Asset Management LLC | 1,380 | $111.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,382 | $111.3K | 0.01% | +9+0.7% | Added |
| Motco | 1,386 | $111.6K | 0.01% | −325−19.0% | Reduced |
| Prestige Wealth Management Group LLC | 1,402 | $113.0K | 0.03% | −20−1.4% | Reduced |
| Laffer Tengler Investments | 1,424 | $114.7K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 1,470 | $121.9K | 0.05% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,572 | $126.6K | 0.08% | +14+0.9% | Added |
| St Germain D J Co Inc | 1,573 | $126.7K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $128.2K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,620 | $130.5K | 0.04% | +21+1.3% | Added |
| Brown Brothers Harriman & Co | 1,627 | $131.1K | 0.00% | +1,329+446.0% | Added |
| Massmutual Trust Co FSB | 1,648 | $132.7K | 0.00% | +183+12.5% | Added |
| Penserra Capital Management LLC | 1,769 | $142.0K | 0.00% | −277−13.5% | Reduced |
| Point72 Asset Management, L.P. | 1,795 | $144.6K | 0.00% | +1,795 | New |