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 |
|---|---|---|---|---|---|
| Webster Bank, N. A. | 282 | $22.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 276 | $22.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 270 | $21.7K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 255 | $20.5K | 0.01% | +1+0.4% | Added |
| Carmel Capital Partners, LLC | 252 | $20.3K | 0.01% | +102+68.0% | Added |
| Rogco, LP | 252 | $20.3K | 0.01% | +252 | New |
| Arrow Financial Corp | 250 | $20.1K | 0.00% | −35−12.3% | Reduced |
| CoreFirst Bank & Trust | 245 | $19.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 232 | $19.0K | 0.01% | +1+0.4% | Added |
| Versant Capital Management, Inc | 233 | $18.8K | 0.01% | −6−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 232 | $18.7K | 0.00% | −517−69.0% | Reduced |
| Stephens Consulting, LLC | 228 | $18.4K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $18.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 209 | $17.0K | 0.00% | −4−1.9% | Reduced |
| Covestor Ltd | 204 | $16.0K | 0.01% | −10−4.7% | Reduced |
| Highlander Capital Management, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 192 | $15.5K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 183 | $14.7K | 0.00% | +16+9.6% | Added |
| RVW Wealth, LLC | 178 | $14.3K | 0.00% | +178 | New |
| Cornerstone Planning Group LLC | 177 | $14.3K | 0.01% | −13−6.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $13.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 160 | $12.9K | 0.00% | −251−61.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 156 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $12.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 144 | $12.0K | 0.00% | −32−18.2% | Reduced |
| Annapolis Financial Services, LLC | 145 | $11.7K | 0.00% | +145 | New |
| JJJ Advisors Inc. | 144 | $11.6K | 0.00% | +43+42.6% | Added |
| Sofos Investments, Inc. | 128 | $10.5K | 0.00% | +40+45.5% | Added |
| Baldwin Brothers Inc | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $10.1K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $9.75K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $9.67K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 112 | $9.02K | 0.00% | +112 | New |
| Briaud Financial Planning, Inc | 114 | $9.00K | 0.01% | +114 | New |
| WR Wealth Planners, LLC | 110 | $8.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 106 | $8.54K | 0.00% | −30−22.1% | Reduced |
| Key Financial Inc | 106 | $8.54K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 101 | $8.12K | 0.00% | +1+1.0% | Added |
| Central Bank & Trust Co | 100 | $8.05K | 0.00% | −150−60.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.05K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $8.05K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 93 | $7.53K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 93 | $7.49K | 0.00% | +51+121.4% | Added |
| Capital Analysts, LLC | 85 | $7.00K | 0.00% | −4−4.5% | Reduced |
| Boit C F David | 867 | $6.68K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 82 | $6.61K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 77 | $6.20K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 73 | $5.88K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 67 | $5.40K | 0.00% | +1+1.5% | Added |
| City Holding Co | 66 | $5.32K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 65 | $5.24K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $4.99K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 62 | $4.99K | 0.00% | +62 | New |
| McIlrath & Eck, LLC | 61 | $4.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $4.35K | 0.00% | +1+1.9% | Added |
| Manchester Capital Management LLC | 50 | $4.03K | 0.00% | +8+19.0% | Added |
| JFS Wealth Advisors, LLC | 48 | $3.87K | 0.00% | −36−42.9% | Reduced |
| Raffa Wealth Management, LLC | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $3.22K | 0.00% | +15+60.0% | Added |
| Copeland Capital Management, LLC | 39 | $3.14K | 0.00% | −165−80.9% | Reduced |
| Western Pacific Wealth Management, LP | 38 | $3.06K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $3.00K | 0.00% | +43 | New |
| VisionPoint Advisory Group, LLC | 36 | $2.90K | 0.00% | +31+620.0% | Added |
| Bell Investment Advisors, Inc | 36 | $2.90K | 0.00% | −19−34.5% | Reduced |
| Citizens National Bank Trust Department | 36 | $2.90K | 0.00% | +36 | New |
| Trifecta Capital Advisors, LLC | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 32 | $2.58K | 0.00% | +32 | New |
| Harbor Investment Advisory, LLC | 31 | $2.50K | 0.00% | −1,213−97.5% | Reduced |
| DecisionPoint Financial, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 27 | $2.00K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 20 | $1.61K | 0.00% | +4+25.0% | Added |
| Wolff Wiese Magana LLC | 20 | $1.61K | 0.00% | +20 | New |
| Carmichael Hill & Associates, Inc. | 18 | $1.45K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 18 | $1.45K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $1.45K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 17 | $1.37K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 16 | $1.29K | 0.00% | +16 | New |
| Nemes Rush Group LLC | 14 | $1.13K | 0.00% | +3+27.3% | Added |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +12+100.0% | Added |
| Highline Wealth Partners LLC | 10 | $806 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $806 | 0.00% | +10 | New |
| PSI Advisors, LLC | 8 | $644 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $644 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 7 | $564 | 0.00% | −55−88.7% | Reduced |
| True Wealth Design, LLC | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $281 | 0.00% | −66−95.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −537,166−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −204,604−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −69,038−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −61,827−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,291−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −49,934−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −42,379−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −39,412−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,915−100.0% | Sold out |