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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 7,061 | $568.8K | 0.04% | +25+0.4% | Added |
| Park Avenue Securities LLC | 7,085 | $571.0K | 0.01% | +7,085 | New |
| Claro Advisors LLC | 7,099 | $571.9K | 0.14% | +420+6.3% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $575.3K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,165 | $577.2K | 0.02% | −302−4.0% | Reduced |
| Stephenson National Bank & Trust | 7,196 | $579.6K | 0.32% | +78+1.1% | Added |
| Engineers Gate Manager LP | 7,219 | $581.5K | 0.02% | −8,270−53.4% | Reduced |
| Snowden Capital Advisors LLC | 7,287 | $587.0K | 0.02% | −786−9.7% | Reduced |
| Investment House LLC | 7,300 | $588.0K | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,326 | $590.1K | 0.23% | +9+0.1% | Added |
| Cetera Advisors LLC | 7,346 | $591.7K | 0.01% | −116−1.6% | Reduced |
| Geneos Wealth Management Inc. | 7,409 | $596.8K | 0.03% | +66+0.9% | Added |
| Ronald Blue Trust, Inc. | 6,763 | $597.0K | 0.01% | +2,263+50.3% | Added |
| Tudor Investment Corp Et Al | 7,435 | $598.9K | 0.01% | −34,645−82.3% | Reduced |
| Integrated Advisors Network LLC | 7,563 | $609.2K | 0.04% | +1,115+17.3% | Added |
| Icon Wealth Partners, LLC | 7,576 | $610.3K | 0.07% | −8,006−51.4% | Reduced |
| Great Valley Advisor Group, Inc. | 7,591 | $611.5K | 0.03% | −168−2.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,631 | $614.7K | 0.14% | +494+6.9% | Added |
| QRG Capital Management, Inc. | 7,632 | $614.8K | 0.01% | +7,632 | New |
| Marble Harbor Investment Counsel, LLC | 7,732 | $622.8K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 7,826 | $630.4K | 0.00% | −82,213−91.3% | Reduced |
| Davenport & Co LLC | 7,837 | $631.2K | 0.00% | −1,756−18.3% | Reduced |
| Bleakley Financial Group, LLC | 7,896 | $636.0K | 0.02% | −2,220−21.9% | Reduced |
| Sawtooth Solutions, LLC | 7,896 | $636.0K | 0.02% | −2,218−21.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $639.6K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,942 | $639.7K | 0.01% | −1,614−16.9% | Reduced |
| Beaton Management Co. Inc. | 7,988 | $643.0K | 0.42% | +17+0.2% | Added |
| Wetherby Asset Management Inc | 7,987 | $643.4K | 0.04% | +235+3.0% | Added |
| Venturi Wealth Management, LLC | 8,049 | $648.4K | 0.05% | −1,426−15.1% | Reduced |
| Alberta Investment Management Corp | 8,100 | $652.5K | 0.01% | −2,867−26.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $656.6K | 0.05% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 8,185 | $659.3K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 8,197 | $660.3K | 0.29% | −100−1.2% | Reduced |
| Searle & Co. | 8,200 | $660.5K | 0.22% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,202 | $660.7K | 0.04% | −50−0.6% | Reduced |
| Resources Management Corp | 8,252 | $665.0K | 0.11% | −400−4.6% | Reduced |
| IHT Wealth Management, LLC | 8,271 | $666.2K | 0.03% | +1,183+16.7% | Added |
| Banque Cantonale Vaudoise | 8,380 | $675.0K | 0.03% | −1,443−14.7% | Reduced |
| Montag A & Associates Inc | 8,414 | $677.7K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 8,419 | $678.1K | 0.14% | +1,358+19.2% | Added |
| Johnson Investment Counsel Inc | 8,424 | $678.6K | 0.01% | −50−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 8,451 | $680.7K | 0.02% | −12−0.1% | Reduced |
| WNY Asset Management, LLC | 8,492 | $684.0K | 0.13% | −51−0.6% | Reduced |
| Avantax Planning Partners, Inc. | 8,663 | $697.8K | 0.03% | −31−0.4% | Reduced |
| Chelsea Counsel Co | 8,672 | $698.5K | 0.36% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 8,700 | $700.8K | 0.10% | −800−8.4% | Reduced |
| FineMark National Bank & Trust | 8,936 | $719.8K | 0.03% | −49−0.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,021 | $726.6K | 0.01% | +135+1.5% | Added |
| Chicago Trust Co NA | 9,072 | $730.7K | 0.18% | +173+1.9% | Added |
| Veriti Management LLC | 9,135 | $735.8K | 0.08% | −3,624−28.4% | Reduced |
| Alley Investment Management Company, LLC | 9,247 | $744.8K | 0.13% | −23−0.2% | Reduced |
| Toews Corp | 9,400 | $757.2K | 0.46% | +9,400 | New |
| Legacy Private Trust Co. | 9,422 | $758.9K | 0.07% | +120+1.3% | Added |
| Romano Brothers and Company | 9,592 | $772.6K | 0.12% | −21−0.2% | Reduced |
| Greenleaf Trust | 9,597 | $773.0K | 0.01% | +1,518+18.8% | Added |
| HB Wealth Management, LLC | 9,665 | $778.5K | 0.01% | +3,485+56.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,674 | $779.0K | 0.02% | +849+9.6% | Added |
| Private Harbour Investment Management & Counsel, LLC | 9,686 | $780.2K | 0.89% | −11−0.1% | Reduced |
| Fiduciary Trust Co | 9,708 | $782.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,729 | $783.7K | 0.02% | +3,549+57.4% | Added |
| American State Bank (Iowa) | 9,855 | $793.8K | 0.57% | 00.0% | Unchanged |
| Wealth Alliance | 9,923 | $799.3K | 0.13% | +95+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,957 | $802.0K | 0.02% | +7+0.1% | Added |
| Allianz Asset Management GmbH | 10,087 | $812.5K | 0.00% | −1,235−10.9% | Reduced |
| Prospera Financial Services Inc | 10,094 | $813.2K | 0.03% | −162−1.6% | Reduced |
| Fox Run Management, L.L.C. | 10,118 | $815.0K | 0.24% | +2,674+35.9% | Added |
| Los Angeles Capital Management LLC | 10,131 | $816.1K | 0.00% | −73,659−87.9% | Reduced |
| Advisor Partners II, LLC | 10,154 | $817.9K | 0.03% | +444+4.6% | Added |
| D.A. Davidson & Co. | 10,283 | $828.3K | 0.01% | +144+1.4% | Added |
| Brown Capital Management LLC | 10,324 | $831.6K | 0.01% | +135+1.3% | Added |
| Central Trust Co | 10,350 | $833.7K | 0.02% | −51−0.5% | Reduced |
| Credential Qtrade Securities Inc. | 10,363 | $834.7K | 0.06% | −140−1.3% | Reduced |
| Portside Wealth Group, LLC | 10,374 | $837.0K | 0.16% | +127+1.2% | Added |
| Hendershot Investments Inc. | 10,446 | $841.4K | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,540 | $849.0K | 0.02% | −26−0.2% | Reduced |
| South Dakota Investment Council | 10,580 | $852.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,766 | $867.2K | 0.07% | −557−4.9% | Reduced |
| Shell Asset Management Co | 10,772 | $868.0K | 0.04% | −104−1.0% | Reduced |
| Wealthspire Advisors, LLC | 10,874 | $875.9K | 0.01% | +2,066+23.5% | Added |
| North Star Investment Management Corp. | 10,925 | $880.0K | 0.07% | +7+0.1% | Added |
| Empirical Finance, LLC | 10,926 | $880.1K | 0.06% | +1,005+10.1% | Added |
| Norinchukin Bank, The | 11,001 | $886.1K | 0.02% | −5,174−32.0% | Reduced |
| Independent Financial Group, LLC | 11,132 | $896.7K | 0.06% | −247−2.2% | Reduced |
| Northern Oak Wealth Management Inc | 11,144 | $897.6K | 0.11% | +989+9.7% | Added |
| HM Payson & Co | 11,214 | $903.3K | 0.02% | +201+1.8% | Added |
| Integrated Wealth Concepts LLC | 11,284 | $908.9K | 0.02% | −158−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 11,428 | $921.0K | 0.07% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 11,477 | $924.0K | 0.08% | −13,484−54.0% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $936.2K | 0.95% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 11,734 | $945.2K | 0.00% | +11,734 | New |
| Prairie Sky Financial Group LLC | 11,736 | $945.3K | 0.67% | 00.0% | Unchanged |
| PFW Advisors LLC | 11,788 | $949.5K | 0.34% | +798+7.3% | Added |
| Pathstone Family Office, LLC | 11,781 | $959.3K | 0.01% | +11,781 | New |
| Rowland & Co Investment Counsel | 12,175 | $980.7K | 0.24% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,178 | $981.0K | 0.10% | +1,021+9.2% | Added |
| Welch & Forbes LLC | 12,257 | $987.3K | 0.02% | +27+0.2% | Added |
| Mattern Wealth Management LLC | 12,283 | $989.4K | 0.29% | +2,593+26.8% | Added |
| Colony Group LLC | 12,404 | $999.0K | 0.02% | −277−2.2% | Reduced |
| Hantz Financial Services, Inc. | 12,408 | $999.0K | 0.03% | +790+6.8% | Added |
| Global Retirement Partners, LLC | 12,623 | $1.00M | 0.05% | +307+2.5% | Added |