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 |
|---|---|---|---|---|---|
| Eaton Financial Holdings Company, LLC | 26,878 | $2.17M | 0.58% | +26,878 | New |
| Kestra Private Wealth Services, LLC | 27,241 | $2.19M | 0.07% | +1,120+4.3% | Added |
| Journey Advisory Group, LLC | 27,414 | $2.21M | 0.33% | +1,180+4.5% | Added |
| Advisory Services Network, LLC | 28,035 | $2.26M | 0.06% | +198+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 28,366 | $2.29M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 28,620 | $2.31M | 0.07% | −3,169−10.0% | Reduced |
| British Columbia Investment Management Corp | 28,694 | $2.31M | 0.02% | +257+0.9% | Added |
| Regions Financial Corp | 28,751 | $2.32M | 0.02% | −103−0.4% | Reduced |
| Aquila Investment Management LLC | 29,000 | $2.34M | 2.15% | 00.0% | Unchanged |
| Bokf, NA | 28,708 | $2.34M | 0.05% | −6,411−18.3% | Reduced |
| Global Trust Asset Management, LLC | 29,428 | $2.37M | 1.13% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 29,461 | $2.37M | 0.02% | +456+1.6% | Added |
| Cornerstone Advisors, LLC | 29,800 | $2.40M | 0.11% | −1,100−3.6% | Reduced |
| Rothschild Investment Corp | 30,263 | $2.44M | 0.21% | +342+1.1% | Added |
| Avantax Advisory Services, Inc. | 30,327 | $2.44M | 0.03% | +1,866+6.6% | Added |
| Prudential PLC | 30,634 | $2.47M | 0.03% | −1,174−3.7% | Reduced |
| Stoneridge Investment Partners LLC | 30,748 | $2.48M | 1.17% | −1,280−4.0% | Reduced |
| Meyer Handelman Co | 30,790 | $2.48M | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 30,814 | $2.48M | 0.53% | −11,139−26.6% | Reduced |
| Crestline Management, LP | 30,940 | $2.49M | 0.30% | −14,526−31.9% | Reduced |
| Cincinnati Casualty Co | 31,000 | $2.50M | 1.59% | 00.0% | Unchanged |
| Captrust Financial Advisors | 31,038 | $2.50M | 0.01% | +2,102+7.3% | Added |
| Pacer Advisors, Inc. | 31,530 | $2.54M | 0.01% | +12,118+62.4% | Added |
| Somerset Trust Co | 31,749 | $2.56M | 1.17% | +223+0.7% | Added |
| First American Bank | 31,847 | $2.57M | 0.23% | −38−0.1% | Reduced |
| Rafferty Asset Management, LLC | 32,147 | $2.59M | 0.02% | +3,385+11.8% | Added |
| Quadrature Capital Ltd | 32,986 | $2.66M | 0.05% | +18,775+132.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,433 | $2.69M | 0.17% | −663−1.9% | Reduced |
| KLCM Advisors, Inc. | 33,609 | $2.71M | 0.51% | +71+0.2% | Added |
| Weiss Asset Management LP | 33,659 | $2.71M | 0.22% | +33,659 | New |
| MML Investors Services, LLC | 34,199 | $2.75M | 0.02% | +1,457+4.4% | Added |
| Element Capital Management LLC | 34,626 | $2.79M | 0.25% | −6,809−16.4% | Reduced |
| Premier Fund Managers Ltd | 35,000 | $2.80M | 0.13% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,734 | $2.80M | 0.04% | +296+0.9% | Added |
| Leavell Investment Management, Inc. | 34,890 | $2.81M | 0.20% | +100.0% | Added |
| Penobscot Investment Management Company, Inc. | 35,580 | $2.87M | 0.39% | −1,037−2.8% | Reduced |
| N.E.W. Advisory Services LLC | 35,954 | $2.90M | 0.41% | +5,766+19.1% | Added |
| Brinker Capital Investments, LLC | 36,157 | $2.91M | 0.04% | −1,597−4.2% | Reduced |
| Orion Portfolio Solutions, LLC | 36,157 | $2.91M | 0.04% | −1,597−4.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 36,384 | $2.93M | 0.20% | −1,914−5.0% | Reduced |
| Nissay Asset Management Corp | 37,175 | $2.99M | 0.03% | +699+1.9% | Added |
| Cetera Advisor Networks LLC | 37,195 | $3.00M | 0.02% | +2,363+6.8% | Added |
| Zacks Investment Management | 37,412 | $3.01M | 0.04% | −4,126−9.9% | Reduced |
| State of Alaska, Department of Revenue | 37,490 | $3.02M | 0.04% | −1,605−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 37,592 | $3.03M | 0.14% | +16,383+77.2% | Added |
| Meritage Portfolio Management | 38,504 | $3.10M | 0.23% | +38,504 | New |
| Aquatic Capital Management LLC | 38,600 | $3.11M | 0.13% | +31,800+467.6% | Added |
| Robeco Institutional Asset Management B.V. | 38,607 | $3.11M | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 39,331 | $3.17M | 0.04% | +832+2.2% | Added |
| Qsemble Capital Management, LP | 39,500 | $3.18M | 0.59% | +39,500 | New |
| ING Groep NV | 39,600 | $3.19M | 0.03% | −5,459−12.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 40,467 | $3.26M | 0.05% | −4,418−9.8% | Reduced |
| Synergy Financial Management, LLC | 40,733 | $3.28M | 0.65% | +40,733 | New |
| Kowal Investment Group, LLC | 40,763 | $3.28M | 0.89% | +4,698+13.0% | Added |
| Atria Investments LLC | 41,400 | $3.33M | 0.06% | −12,099−22.6% | Reduced |
| Blair William & Co | 41,576 | $3.35M | 0.01% | −976−2.3% | Reduced |
| GWM Advisors LLC | 41,885 | $3.37M | 0.04% | +354+0.9% | Added |
| Sit Investment Associates Inc | 42,290 | $3.41M | 0.09% | +1,950+4.8% | Added |
| Options Solutions, LLC | 43,046 | $3.47M | 3.98% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 43,546 | $3.51M | 0.02% | −68,552−61.2% | Reduced |
| Richard C. Young & CO., LTD. | 43,891 | $3.54M | 0.50% | −355−0.8% | Reduced |
| Mutual of America Capital Management LLC | 44,137 | $3.56M | 0.04% | −1,231−2.7% | Reduced |
| S&CO Inc | 44,237 | $3.56M | 0.29% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 44,471 | $3.58M | 0.03% | +1,010+2.3% | Added |
| New York Life Investment Management LLC | 45,027 | $3.63M | 0.04% | +284+0.6% | Added |
| Petredis Investment Advisors LLC | 45,202 | $3.64M | 0.52% | −100.0% | Reduced |
| Kingsview Wealth Management, LLC | 46,760 | $3.77M | 0.14% | +588+1.3% | Added |
| Schroder Investment Management Group | 47,187 | $3.80M | 0.01% | +1,670+3.7% | Added |
| Public Employees Retirement Association of Colorado | 47,799 | $3.85M | 0.02% | −1,085−2.2% | Reduced |
| Panagora Asset Management Inc | 48,160 | $3.88M | 0.02% | −84,309−63.6% | Reduced |
| Andra AP-fonden | 48,800 | $3.93M | 0.23% | +2,500+5.4% | Added |
| Opus Investment Management Inc | 50,000 | $4.03M | 2.48% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 50,000 | $4.03M | 0.45% | 00.0% | Unchanged |
| Albion Financial Group | 50,768 | $4.09M | 0.38% | +8,674+20.6% | Added |
| Farmers & Merchants Investments Inc | 51,018 | $4.11M | 0.16% | −506−1.0% | Reduced |
| Bank of Nova Scotia | 51,329 | $4.13M | 0.01% | +23,903+87.2% | Added |
| ProShare Advisors LLC | 51,528 | $4.15M | 0.01% | −2,652−4.9% | Reduced |
| Janus Henderson Group PLC | 51,666 | $4.16M | 0.00% | +9,325+22.0% | Added |
| Sequoia Financial Advisors, LLC | 52,609 | $4.24M | 0.07% | +48,400+1,149.9% | Added |
| Marshall Wace, LLP | 53,115 | $4.28M | 0.01% | +53,115 | New |
| Yousif Capital Management, LLC | 53,826 | $4.34M | 0.06% | −746−1.4% | Reduced |
| Utah Retirement Systems | 54,284 | $4.37M | 0.06% | +100+0.2% | Added |
| Benjamin Edwards Inc | 54,686 | $4.41M | 1.04% | −369−0.7% | Reduced |
| Czech National Bank | 55,132 | $4.44M | 0.07% | +17,791+47.6% | Added |
| Creative Planning | 55,723 | $4.49M | 0.01% | +89+0.2% | Added |
| First Republic Investment Management, Inc. | 58,786 | $4.74M | 0.01% | −3,201−5.2% | Reduced |
| Financial Planning & Information Services, Inc. | 60,614 | $4.88M | 0.91% | +586+1.0% | Added |
| Janney Montgomery Scott LLC | 61,303 | $4.94M | 0.02% | −970−1.6% | Reduced |
| Kempen Capital Management N.V. | 62,554 | $5.04M | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,130 | $5.09M | 0.02% | −260.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 65,011 | $5.24M | 0.08% | +14,699+29.2% | Added |
| Texas Permanent School Fund | 65,176 | $5.25M | 0.05% | −968−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 65,846 | $5.30M | 0.02% | −4,258−6.1% | Reduced |
| Strategic Investment Solutions, Inc. | 64,103 | $5.57M | 0.07% | +63,093+6,246.8% | Added |
| Nicholas Company, Inc. | 69,235 | $5.58M | 0.11% | −300−0.4% | Reduced |
| Forsta Ap-Fonden | 69,600 | $5.61M | 0.06% | +1,100+1.6% | Added |
| TownSquare Capital, LLC | 69,633 | $5.61M | 0.10% | +488+0.7% | Added |
| CIBC Asset Management Inc | 70,662 | $5.69M | 0.02% | −409−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 71,152 | $5.73M | 0.12% | +3,666+5.4% | Added |
| Retirement Systems of Alabama | 71,323 | $5.75M | 0.03% | −367−0.5% | Reduced |