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 |
|---|---|---|---|---|---|
| Hutner Capital Management Inc | 4,691 | $377.9K | 0.23% | +640+15.8% | Added |
| West Michigan Advisors, LLC | 4,726 | $380.7K | 0.20% | −43−0.9% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $381.2K | 0.07% | 00.0% | Unchanged |
| Aviva PLC | 4,736 | $381.5K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,740 | $381.8K | 0.05% | +20.0% | Added |
| Donaldson Capital Management, LLC | 4,747 | $382.4K | 0.02% | −10,234−68.3% | Reduced |
| Equitable Holdings, Inc. | 4,749 | $382.5K | 0.01% | +9+0.2% | Added |
| Smithfield Trust Co | 4,776 | $383.0K | 0.02% | −105−2.2% | Reduced |
| Appleton Partners Inc | 4,792 | $386.0K | 0.03% | 00.0% | Unchanged |
| Greenfield Savings Bank | 4,804 | $387.0K | 0.24% | −25−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,818 | $388.1K | 0.01% | +2,493+107.2% | Added |
| Mill Capital Management, LLC | 4,824 | $388.6K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4,876 | $392.8K | 0.03% | −2,938−37.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 4,897 | $394.4K | 0.08% | +1,515+44.8% | Added |
| Balentine LLC | 4,899 | $394.6K | 0.01% | +131+2.7% | Added |
| Moody Lynn & Lieberson, LLC | 4,903 | $394.9K | 0.03% | −285−5.5% | Reduced |
| MQS Management LLC | 4,909 | $395.4K | 0.24% | +4,909 | New |
| Plancorp, LLC | 4,966 | $400.0K | 0.02% | +107+2.2% | Added |
| Hudock, Inc. | 4,971 | $400.5K | 0.10% | +4+0.1% | Added |
| Milestone Investment Advisors LLC | 5,028 | $405.0K | 0.12% | +5,028 | New |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $405.4K | 0.09% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 5,049 | $406.7K | 0.09% | +98+2.0% | Added |
| Eqis Capital Management, Inc. | 5,049 | $406.7K | 0.05% | −377−6.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $409.2K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,118 | $412.3K | 0.13% | −1,478−22.4% | Reduced |
| Becker Capital Management Inc | 5,144 | $414.4K | 0.02% | +107+2.1% | Added |
| Wealth Architects, LLC | 5,148 | $414.7K | 0.07% | +18+0.4% | Added |
| Diversified Trust Co | 5,149 | $414.8K | 0.02% | −289−5.3% | Reduced |
| West Paces Advisors Inc. | 5,160 | $415.6K | 0.13% | −265−4.9% | Reduced |
| WFA Asset Management Corp | 5,163 | $415.9K | 0.25% | +33+0.6% | Added |
| West Family Investments, Inc. | 5,164 | $416.0K | 0.15% | +1,983+62.3% | Added |
| SPC Financial, Inc. | 5,250 | $422.9K | 0.05% | −12−0.2% | Reduced |
| Boston Family Office LLC | 5,251 | $423.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,274 | $424.8K | 0.01% | +717+15.7% | Added |
| Chesley Taft & Associates LLC | 5,280 | $425.3K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,282 | $425.5K | 0.04% | +14+0.3% | Added |
| Mission Wealth Management, LP | 5,290 | $426.1K | 0.02% | +855+19.3% | Added |
| Alethea Capital Management, LLC | 5,300 | $426.9K | 0.52% | +5,300 | New |
| North Star Asset Management Inc | 5,410 | $435.8K | 0.03% | −895−14.2% | Reduced |
| LVZ Advisors, Inc. | 5,478 | $441.3K | 0.07% | +5,478 | New |
| Mather Group, LLC. | 5,501 | $443.1K | 0.01% | −993−15.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,506 | $443.5K | 0.37% | +484+9.6% | Added |
| Tokio Marine Asset Management Co Ltd | 5,543 | $446.5K | 0.03% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 5,551 | $447.0K | 0.05% | 00.0% | Unchanged |
| Courier Capital LLC | 5,570 | $448.7K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,572 | $448.8K | 0.03% | −47−0.8% | Reduced |
| Summit Financial, LLC | 5,588 | $450.1K | 0.03% | +5+0.1% | Added |
| TrinityPoint Wealth, LLC | 5,623 | $452.9K | 0.09% | +29+0.5% | Added |
| Spinnaker Trust | 5,648 | $454.9K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,657 | $455.7K | 0.02% | −11−0.2% | Reduced |
| Alaska Permanent Fund Corp | 5,677 | $457.3K | 0.01% | −1,094−16.2% | Reduced |
| Meeder Advisory Services, Inc. | 5,727 | $461.3K | 0.06% | −539−8.6% | Reduced |
| Oarsman Capital, Inc. | 5,818 | $468.6K | 0.20% | −71−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 5,834 | $470.0K | 0.03% | +99+1.7% | Added |
| McDonald Partners LLC | 5,847 | $471.0K | 0.15% | +151+2.7% | Added |
| Chicago Capital, LLC | 5,885 | $474.0K | 0.02% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,919 | $476.7K | 0.22% | −96−1.6% | Reduced |
| Krane Funds Advisors LLC | 5,945 | $479.0K | 0.02% | +5,945 | New |
| Dividend Assets Capital, LLC | 5,961 | $480.0K | 0.10% | −2,376−28.5% | Reduced |
| Moors & Cabot, Inc. | 5,983 | $482.0K | 0.03% | −60−1.0% | Reduced |
| Freedom Wealth Alliance, LLC | 5,993 | $482.7K | 0.79% | −1,569−20.7% | Reduced |
| Pearl River Capital, LLC | 5,999 | $483.2K | 0.08% | +5,999 | New |
| Bridges Investment Management Inc | 6,000 | $483.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,074 | $489.3K | 0.03% | +1,096+22.0% | Added |
| Girard Partners Ltd. | 6,088 | $490.4K | 0.06% | −892−12.8% | Reduced |
| XTX Topco Ltd | 6,129 | $493.7K | 0.08% | +6,129 | New |
| Vantage Financial Partners, LLC | 6,138 | $494.4K | 0.19% | +45+0.7% | Added |
| Signaturefd, LLC | 6,222 | $501.2K | 0.01% | −573−8.4% | Reduced |
| Dynamic Advisor Solutions LLC | 6,236 | $502.3K | 0.02% | +560+9.9% | Added |
| Dynamic Technology Lab Private Ltd | 6,278 | $506.0K | 0.05% | −5,961−48.7% | Reduced |
| City State Bank | 6,358 | $512.0K | 0.28% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,361 | $512.3K | 0.01% | +768+13.7% | Added |
| Phillips Wealth Planners LLC | 6,223 | $513.1K | 0.69% | −30−0.5% | Reduced |
| Trust Co of Toledo NA | 6,370 | $513.1K | 0.10% | +1,698+36.3% | Added |
| Ti-Trust, Inc | 6,430 | $517.9K | 0.49% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,539 | $526.7K | 0.21% | +31+0.5% | Added |
| Rockland Trust Co | 6,570 | $529.2K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,574 | $529.5K | 0.02% | −405−5.8% | Reduced |
| Boothbay Fund Management, LLC | 6,588 | $530.7K | 0.02% | +6,588 | New |
| IFP Advisors, Inc | 6,589 | $530.7K | 0.02% | −69−1.0% | Reduced |
| Worldquant Millennium Advisors LLC | 6,594 | $531.1K | 0.01% | −1,776−21.2% | Reduced |
| Buckley Wealth Management, LLC | 6,638 | $534.7K | 0.20% | −1,915−22.4% | Reduced |
| MAI Capital Management | 6,664 | $536.8K | 0.01% | +58+0.9% | Added |
| Peapack Gladstone Financial Corp | 6,686 | $538.0K | 0.01% | −1,141−14.6% | Reduced |
| AlphaStar Capital Management, LLC | 6,686 | $538.6K | 0.07% | −774−10.4% | Reduced |
| Quantinno Capital Management LP | 6,715 | $541.0K | 0.02% | −335−4.8% | Reduced |
| Dakota Wealth Management | 6,720 | $541.3K | 0.02% | −986−12.8% | Reduced |
| Financial Advisory Partners, LLC | 6,724 | $541.6K | 0.22% | −300−4.3% | Reduced |
| Marcum Wealth, LLC | 6,731 | $542.2K | 0.07% | −54−0.8% | Reduced |
| TBH Global Asset Management, LLC | 6,804 | $548.1K | 0.11% | +6,804 | New |
| Simplex Trading, LLC | 6,818 | $549.0K | 0.02% | +6,818 | New |
| Exchange Traded Concepts, LLC | 6,866 | $553.1K | 0.02% | +99+1.5% | Added |
| National Asset Management, Inc. | 6,876 | $553.8K | 0.01% | +1,786+35.1% | Added |
| Winch Advisory Services, LLC | 6,915 | $557.0K | 0.20% | +62+0.9% | Added |
| Wesbanco Bank Inc | 6,987 | $562.8K | 0.02% | +210+3.1% | Added |
| Capstone Investment Advisors, LLC | 6,998 | $563.7K | 0.01% | +6,998 | New |
| Stratos Wealth Advisors, LLC | 7,013 | $565.0K | 0.04% | −159−2.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,018 | $565.3K | 0.02% | +373+5.6% | Added |
| Vestmark Advisory Solutions, Inc. | 7,020 | $565.5K | 0.04% | −3,062−30.4% | Reduced |
| Advisors Management Group Inc | 7,024 | $566.0K | 0.17% | −76−1.1% | Reduced |