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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 1,832 | $148.0K | 0.07% | −240−11.6% | Reduced |
| Spire Wealth Management | 1,880 | $151.4K | 0.01% | +23+1.2% | Added |
| Addison Advisors LLC | 1,926 | $155.1K | 0.07% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,995 | $161.0K | 0.09% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,016 | $162.4K | 0.03% | +19+1.0% | Added |
| Thompson Investment Management, Inc. | 2,169 | $174.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,179 | $175.5K | 0.03% | +486+28.7% | Added |
| TCTC Holdings, LLC | 2,254 | $181.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2,262 | $182.2K | 0.00% | +2,262 | New |
| Perkins Coie Trust Co | 2,284 | $184.0K | 0.05% | +27+1.2% | Added |
| Monetary Management Group Inc | 2,350 | $189.3K | 0.06% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,385 | $192.1K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,400 | $193.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,416 | $194.6K | 0.02% | +835+52.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,439 | $196.0K | 0.13% | −57−2.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,457 | $197.9K | 0.01% | +7+0.3% | Added |
| Jones Financial Companies LLLP | 2,475 | $199.4K | 0.00% | +7+0.3% | Added |
| TSFG, LLC | 2,530 | $204.0K | 0.07% | +305+13.7% | Added |
| Norris Perne & French LLP | 2,542 | $204.8K | 0.02% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,544 | $205.0K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,550 | $205.4K | 0.01% | −158−5.8% | Reduced |
| Fulton Bank, N.A. | 2,553 | $205.6K | 0.01% | −92−3.5% | Reduced |
| MJP Associates Inc | 2,570 | $207.0K | 0.06% | −24−0.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,572 | $207.2K | 0.06% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,643 | $210.5K | 0.02% | −343−11.5% | Reduced |
| Johnson Midwest Financial, LLC | 2,617 | $210.8K | 0.47% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,624 | $211.4K | 0.15% | +7+0.3% | Added |
| Siemens Fonds Invest GmbH | 2,624 | $211.4K | 0.02% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,628 | $211.7K | 0.02% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,629 | $211.8K | 0.02% | +2+0.1% | Added |
| NinePointTwo Capital | 2,633 | $212.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,637 | $212.4K | 0.01% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 2,638 | $212.5K | 0.00% | −350−11.7% | Reduced |
| Financial Counselors Inc | 2,641 | $212.7K | 0.00% | −233−8.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $214.2K | 0.06% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,670 | $215.1K | 0.08% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,675 | $215.5K | 0.02% | +87+3.4% | Added |
| MBE Wealth Management, LLC | 2,684 | $216.2K | 0.12% | +22+0.8% | Added |
| Providence Wealth Advisors, LLC | 2,820 | $216.2K | 0.24% | +9+0.3% | Added |
| Duncker Streett & Co Inc | 2,685 | $216.3K | 0.05% | −21−0.8% | Reduced |
| Advisor OS, LLC | 2,686 | $216.4K | 0.03% | −10−0.4% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $217.5K | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,700 | $217.5K | 0.05% | +2,700 | New |
| Baldwin Investment Management, LLC | 2,704 | $217.8K | 0.04% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,704 | $217.8K | 0.26% | +10+0.4% | Added |
| Live Oak Private Wealth LLC | 2,730 | $219.9K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,732 | $220.0K | 0.01% | −227−7.7% | Reduced |
| Stevens Capital Management LP | 2,747 | $221.0K | 0.06% | +2,747 | New |
| Western Wealth Management, LLC | 2,745 | $221.1K | 0.02% | +2,745 | New |
| CWS Financial Advisors, LLC | 2,763 | $222.6K | 0.09% | −106−3.7% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $223.1K | 0.02% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,786 | $224.4K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,792 | $224.9K | 0.10% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,813 | $226.6K | 0.10% | +2,096+292.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $228.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $228.0K | 0.12% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,839 | $228.6K | 0.00% | −2,765−49.3% | Reduced |
| Choate Investment Advisors | 2,864 | $230.7K | 0.01% | +2,864 | New |
| Fukoku Mutual Life Insurance Co | 2,879 | $231.9K | 0.02% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,888 | $232.6K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,908 | $234.2K | 0.02% | −769−20.9% | Reduced |
| Mark Stevens | 2,912 | $234.6K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,927 | $235.8K | 0.02% | −21−0.7% | Reduced |
| Isthmus Partners, LLC | 2,929 | $235.9K | 0.03% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,931 | $236.1K | 0.05% | +2,931 | New |
| HBK Sorce Advisory LLC | 2,934 | $236.3K | 0.01% | +12+0.4% | Added |
| Strategy Asset Managers LLC | 2,934 | $236.4K | 0.06% | +59+2.1% | Added |
| Compass Financial Group, INC | 2,938 | $236.7K | 0.07% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,939 | $236.7K | 0.16% | −45−1.5% | Reduced |
| Boston Financial Mangement LLC | 2,939 | $236.7K | 0.01% | −115−3.8% | Reduced |
| International Assets Investment Management, LLC | 2,941 | $237.0K | 0.03% | +117+4.1% | Added |
| Fidelity D & D Bancorp Inc | 2,966 | $238.9K | 0.25% | +2,966 | New |
| First Interstate Bank | 2,979 | $240.0K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,990 | $240.8K | 0.03% | +2,990 | New |
| Bremer Bank National Association | 2,993 | $241.1K | 0.05% | −78−2.5% | Reduced |
| Stephens Inc | 2,998 | $241.5K | 0.00% | +153+5.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,000 | $241.7K | 0.25% | −580−16.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,002 | $241.8K | 0.01% | +3,002 | New |
| Pine Valley Investments Ltd Liability Co | 3,010 | $242.5K | 0.02% | +294+10.8% | Added |
| Carlson Capital Management | 3,011 | $242.5K | 0.01% | +168+5.9% | Added |
| CRA Financial Services, LLC | 3,030 | $244.1K | 0.07% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,044 | $245.2K | 0.11% | −486−13.8% | Reduced |
| Sandy Spring Bank | 3,047 | $245.4K | 0.01% | −415−12.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,051 | $245.8K | 0.02% | +204+7.2% | Added |
| Capital Asset Advisory Services LLC | 2,976 | $246.9K | 0.02% | −28−0.9% | Reduced |
| Keystone Financial Group | 3,073 | $247.5K | 0.04% | +28+0.9% | Added |
| Bank of Stockton | 2,982 | $247.9K | 0.09% | −350−10.5% | Reduced |
| Centre Asset Management, LLC | 3,120 | $251.0K | 0.06% | −45−1.4% | Reduced |
| Coldstream Capital Management Inc | 3,117 | $251.1K | 0.01% | −271−8.0% | Reduced |
| D L Carlson Investment Group Inc | 3,120 | $251.3K | 0.05% | −135−4.1% | Reduced |
| Blue Barn Wealth, LLC | 3,148 | $253.6K | 0.17% | −2−0.1% | Reduced |
| Twinbeech Capital LP | 3,148 | $253.6K | 0.00% | +3,148 | New |
| BLB&B Advisors, LLC | 3,156 | $254.2K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,172 | $255.5K | 0.02% | −192−5.7% | Reduced |
| Evexia Wealth LLC | 3,126 | $257.3K | 0.13% | +3,126 | New |
| Lincoln National Corp | 3,213 | $258.8K | 0.01% | −196−5.7% | Reduced |
| LGT Financial Advisors LLC | 3,222 | $259.5K | 0.33% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,231 | $260.2K | 0.03% | −388−10.7% | Reduced |
| RSM US Wealth Management LLC | 3,235 | $260.6K | 0.01% | +273+9.2% | Added |
| Sterling Investment Advisors LLC | 3,250 | $261.8K | 0.17% | 00.0% | Unchanged |