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 |
|---|---|---|---|---|---|
| Umb Bank N A | 3,254 | $262.1K | 0.00% | +164+5.3% | Added |
| Lido Advisors, LLC | 3,255 | $262.2K | 0.00% | +24+0.7% | Added |
| Haverford Trust Co | 3,265 | $263.0K | 0.00% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,273 | $263.7K | 0.14% | −62−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 3,301 | $265.9K | 0.02% | −151−4.4% | Reduced |
| Bessemer Securities LLC | 3,300 | $266.0K | 0.37% | −1,250−27.5% | Reduced |
| Zions Bancorporation, N.A. | 3,307 | $266.4K | 0.02% | −33−1.0% | Reduced |
| Summit Asset Management, LLC | 3,335 | $268.6K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 3,348 | $269.7K | 0.05% | −3,915−53.9% | Reduced |
| J.W. Cole Advisors, Inc. | 3,349 | $269.8K | 0.02% | −793−19.1% | Reduced |
| Pitcairn Co | 3,359 | $270.6K | 0.02% | +242+7.8% | Added |
| Cigna Investments Inc | 3,365 | $271.0K | 0.06% | −430−11.3% | Reduced |
| Successful Portfolios LLC | 3,367 | $271.2K | 0.24% | −4−0.1% | Reduced |
| Moody National Bank Trust Division | 3,377 | $272.0K | 0.02% | +209+6.6% | Added |
| Credit Agricole S A | 3,379 | $272.2K | 0.01% | +2,967+720.1% | Added |
| Planning Center, Inc. | 3,406 | $274.4K | 0.07% | 00.0% | Unchanged |
| Wealthquest Corp | 3,409 | $274.6K | 0.03% | +3,409 | New |
| GPS Wealth Strategies Group, LLC | 3,435 | $276.7K | 0.05% | +244+7.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,450 | $277.9K | 0.00% | +200+6.2% | Added |
| GTS Securities LLC | 3,450 | $277.9K | 0.01% | +3,450 | New |
| Quadrant Capital Group LLC | 3,501 | $282.0K | 0.03% | +472+15.6% | Added |
| Rehmann Capital Advisory Group | 3,542 | $285.4K | 0.03% | +116+3.4% | Added |
| Ropes Wealth Advisors LLC | 3,557 | $286.5K | 0.06% | −1,393−28.1% | Reduced |
| Parallel Advisors, LLC | 3,565 | $287.2K | 0.01% | −362−9.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,608 | $290.6K | 0.28% | +14+0.4% | Added |
| Capital Advisors Inc | 3,628 | $292.2K | 0.01% | −113−3.0% | Reduced |
| First Heartland Consultants, Inc. | 3,655 | $294.0K | 0.04% | +10.0% | Added |
| John G Ullman & Associates Inc | 3,650 | $294.0K | 0.05% | −32−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,728 | $300.3K | 0.02% | +3,728 | New |
| Kingswood Wealth Advisors, LLC | 3,740 | $301.3K | 0.05% | +3,740 | New |
| Ameritas Investment Partners, Inc. | 3,741 | $301.3K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,750 | $302.0K | 0.05% | −174−4.4% | Reduced |
| Empowered Funds, LLC | 3,777 | $304.2K | 0.01% | +675+21.8% | Added |
| EP Wealth Advisors, LLC | 3,794 | $305.6K | 0.00% | +980+34.8% | Added |
| Blossom Wealth Management | 3,797 | $305.8K | 0.98% | +132+3.6% | Added |
| Fortis Group Advisors, LLC | 3,805 | $306.5K | 0.09% | +3,805 | New |
| WealthTrust Axiom LLC | 3,816 | $307.4K | 0.11% | 00.0% | Unchanged |
| Park National Corp | 3,835 | $308.9K | 0.01% | −153−3.8% | Reduced |
| Wintrust Investments LLC | 3,855 | $311.0K | 0.03% | +2+0.1% | Added |
| Bank of New Hampshire | 3,870 | $311.7K | 0.09% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,916 | $315.4K | 0.02% | −301−7.1% | Reduced |
| Everence Capital Management Inc | 3,940 | $317.0K | 0.02% | +3,940 | New |
| Main Street Financial Solutions, LLC | 3,936 | $317.1K | 0.04% | +48+1.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,940 | $317.4K | 0.04% | −10.0% | Reduced |
| Hanson & Doremus Investment Management | 3,947 | $318.0K | 0.07% | 00.0% | Unchanged |
| First Foundation Advisors | 3,955 | $318.6K | 0.01% | +3,955 | New |
| Gradient Investments LLC | 3,979 | $320.5K | 0.01% | +139+3.6% | Added |
| Bryn Mawr Trust Co | 3,981 | $320.7K | 0.01% | −19−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 3,983 | $320.8K | 0.06% | +3,983 | New |
| Sherbrooke Park Advisers LLC | 3,984 | $320.9K | 0.10% | +3,984 | New |
| Private Trust Co NA | 4,007 | $322.8K | 0.04% | −85−2.1% | Reduced |
| Wade G W & Inc | 4,008 | $323.0K | 0.01% | +4,008 | New |
| Howe & Rusling Inc | 4,019 | $323.7K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,059 | $327.0K | 0.04% | +4,059 | New |
| Bard Financial Services, Inc. | 4,060 | $327.0K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $327.8K | 0.13% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,077 | $328.4K | 0.00% | +4,077 | New |
| Reynders McVeigh Capital Management, LLC | 4,084 | $329.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,085 | $329.0K | 0.22% | 00.0% | Unchanged |
| Golden State Equity Partners | 4,091 | $329.5K | 0.09% | +281+7.4% | Added |
| Transcend Wealth Collective, LLC | 4,114 | $331.4K | 0.03% | +90+2.2% | Added |
| United Capital Financial Advisers, LLC | 4,129 | $332.6K | 0.00% | −540−11.6% | Reduced |
| Bridgefront Capital, LLC | 4,153 | $334.5K | 0.23% | +4,153 | New |
| Chesapeake Asset Management LLC | 4,175 | $336.3K | 0.33% | +373+9.8% | Added |
| Financial Advisors Network, Inc. | 4,200 | $338.3K | 0.08% | +4,200 | New |
| Vident Advisory, LLC | 4,209 | $339.0K | 0.01% | +4,209 | New |
| Citizens Financial Group Inc | 4,226 | $340.4K | 0.01% | −324−7.1% | Reduced |
| Two Sigma Investments, LP | 4,238 | $341.4K | 0.00% | −117,291−96.5% | Reduced |
| Ziegler Capital Management, LLC | 4,239 | $341.5K | 0.01% | 00.0% | Unchanged |
| Agf Management Ltd | 4,242 | $341.7K | 0.00% | +4,242 | New |
| Callan Capital, LLC | 4,252 | $342.5K | 0.04% | +1,006+31.0% | Added |
| Ethos Financial Group, LLC | 4,259 | $343.0K | 0.09% | −88−2.0% | Reduced |
| Horizon Investments, LLC | 4,313 | $344.0K | 0.01% | +90+2.1% | Added |
| Tarbox Family Office, Inc. | 4,281 | $344.9K | 0.07% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 4,289 | $345.5K | 0.13% | +378+9.7% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $345.8K | 0.23% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,309 | $347.1K | 0.07% | +38+0.9% | Added |
| Merit Financial Group, LLC | 4,314 | $347.5K | 0.01% | −1,083−20.1% | Reduced |
| Alpha Cubed Investments, LLC | 4,314 | $347.5K | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 4,318 | $347.8K | 0.03% | −4,035−48.3% | Reduced |
| Mairs & Power Inc | 4,352 | $350.6K | 0.00% | −362−7.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 4,360 | $351.2K | 0.01% | −60−1.4% | Reduced |
| Centiva Capital, LP | 4,364 | $351.5K | 0.02% | +4,364 | New |
| Csenge Advisory Group | 4,375 | $352.4K | 0.02% | −117−2.6% | Reduced |
| 1st Source Bank | 4,427 | $356.6K | 0.02% | +256+6.1% | Added |
| Bradley Foster & Sargent Inc | 4,062 | $358.4K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,477 | $361.0K | 0.01% | −87−1.9% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,515 | $363.7K | 0.06% | +411+10.0% | Added |
| McDonough Capital Management, Inc | 4,525 | $364.5K | 0.34% | 00.0% | Unchanged |
| CWM Advisors, LLC | 4,539 | $365.6K | 0.05% | +51+1.1% | Added |
| Dorsey & Whitney Trust CO LLC | 4,555 | $366.9K | 0.03% | +374+8.9% | Added |
| ZWJ Investment Counsel Inc | 4,556 | $367.0K | 0.02% | +118+2.7% | Added |
| IAG Wealth Partners, LLC | 4,574 | $368.4K | 0.10% | +776+20.4% | Added |
| Douglass Winthrop Advisors, LLC | 4,601 | $370.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,624 | $372.5K | 0.02% | −3,068−39.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,639 | $373.7K | 0.05% | +806+21.0% | Added |
| Baker Tilly Wealth Management, LLC | 4,640 | $373.8K | 0.06% | +101+2.2% | Added |
| Nilsine Partners, LLC | 4,666 | $375.8K | 0.06% | −37−0.8% | Reduced |
| Forum Financial Management, LP | 4,669 | $376.1K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,673 | $376.4K | 0.02% | −892−16.0% | Reduced |