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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 0 | $0 | 0.00% | −33,358−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −25,347−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −25,114−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −22,582−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −22,302−100.0% | Sold out |
| MayTech Global Investments, LLC | 0 | $0 | 0.00% | −17,432−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,432−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −16,382−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,279−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,556−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −9,513−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −9,411−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −7,811−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,004−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −6,783−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,416−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,645−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −4,376−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −4,357−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,618−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −3,086−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −3,016−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −2,603−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,517−100.0% | Sold out |
| Warther Private Wealth, LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −2,512−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −2,481−100.0% | Sold out |
| Integris Wealth Management, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −2,469−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −2,439−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −2,434−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −2,404−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,402−100.0% | Sold out |
| Graypoint LLC | 0 | $0 | 0.00% | −2,397−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Hilltop Partners LLC | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| LCNB Corp | 0 | $0 | 0.00% | −2,371−100.0% | Sold out |
| StrategIQ Financial Group, LLC | 0 | $0 | 0.00% | −2,364−100.0% | Sold out |
| Well Done, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,302−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Dakota Community Bank & Trust NA | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| 44 Wealth Management LLC | – | – | – | – | Not filed |
| Signature Wealth Management Group | – | – | – | – | Not filed |
| Tiaa, FSB | – | – | – | – | Not filed |
| Ascension Asset Management LLC | – | – | – | – | Not filed |