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 |
|---|---|---|---|---|---|
| Vaughan Nelson Investment Management, L.P. | 286,110 | $23.0M | 0.26% | −160,777−36.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 268,784 | $21.7M | 0.05% | −6,423−2.3% | Reduced |
| Country Trust Bank | 264,789 | $21.3M | 0.62% | −10,521−3.8% | Reduced |
| Empire Life Investments Inc. | 255,304 | $20.6M | 1.51% | −230.0% | Reduced |
| Advisor Group Holdings, Inc. | 253,796 | $20.5M | 0.03% | +34,397+15.7% | Added |
| Scout Investments, Inc. | 260,299 | $20.1M | 0.46% | −62,873−19.5% | Reduced |
| New York State Common Retirement Fund | 232,549 | $18.7M | 0.03% | −49,509−17.6% | Reduced |
| Stifel Financial Corp | 229,822 | $18.5M | 0.03% | +22,898+11.1% | Added |
| Baird Financial Group, Inc. | 229,523 | $18.5M | 0.05% | +12,255+5.6% | Added |
| Confluence Investment Management LLC | 227,763 | $18.3M | 0.28% | +1,103+0.5% | Added |
| Nisa Investment Advisors, LLC | 213,847 | $17.2M | 0.13% | −13,117−5.8% | Reduced |
| State of Wisconsin Investment Board | 211,448 | $17.0M | 0.05% | +6,773+3.3% | Added |
| Annex Advisory Services, LLC | 205,489 | $16.6M | 1.00% | +24,892+13.8% | Added |
| BNP Paribas Arbitrage, SA | 201,098 | $16.2M | 0.04% | −136,207−40.4% | Reduced |
| Hennessy Advisors Inc | 197,740 | $15.9M | 1.12% | −1,000−0.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 181,494 | $14.6M | 0.03% | −10,180−5.3% | Reduced |
| Asset Management One Co.,Ltd. | 181,491 | $14.6M | 0.07% | −3,002−1.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 180,183 | $14.5M | 0.06% | −4,052−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 178,130 | $14.3M | 0.07% | +28,908+19.4% | Added |
| South Street Advisors LLC | 169,397 | $13.6M | 2.74% | +911+0.5% | Added |
| State of New Jersey Common Pension Fund D | 165,384 | $13.3M | 0.05% | −10,777−6.1% | Reduced |
| Great West Life Assurance Co | 165,136 | $13.3M | 0.03% | −1,043−0.6% | Reduced |
| National Bank of Canada | 165,366 | $13.0M | 0.02% | −34,094−17.1% | Reduced |
| Leeward Investments, LLC - MA | 161,644 | $13.0M | 0.67% | −1,773−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 160,586 | $12.9M | 0.02% | −6,961−4.2% | Reduced |
| AE Wealth Management LLC | 157,677 | $12.7M | 0.08% | +2,089+1.3% | Added |
| Natixis Advisors, L.P. | 155,631 | $12.5M | 0.04% | −32,757−17.4% | Reduced |
| Commonwealth Equity Services, LLC | 155,537 | $12.5M | 0.03% | +4,097+2.7% | Added |
| Clearbridge Investments, LLC | 154,317 | $12.4M | 0.01% | −931−0.6% | Reduced |
| Toronto Dominion Bank | 153,225 | $12.3M | 0.02% | −5,963−3.7% | Reduced |
| Hudson Bay Capital Management LP | 149,900 | $12.1M | 0.12% | +149,900 | New |
| Russell Investments Group, Ltd. | 149,385 | $12.0M | 0.02% | −25,647−14.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 146,998 | $11.8M | 0.03% | −9,256−5.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 144,304 | $11.6M | 0.11% | +144,304 | New |
| Segall Bryant & Hamill, LLC | 143,170 | $11.5M | 0.13% | −1,412−1.0% | Reduced |
| State of Tennessee, Treasury Department | 142,816 | $11.5M | 0.05% | −157,618−52.5% | Reduced |
| Treasurer of the State of North Carolina | 138,667 | $11.2M | 0.06% | +700+0.5% | Added |
| Guggenheim Capital LLC | 137,470 | $11.1M | 0.10% | −520.0% | Reduced |
| Mariner, LLC | 132,740 | $10.7M | 0.03% | +10,288+8.4% | Added |
| Public Employees Retirement System of Ohio | 131,586 | $10.6M | 0.05% | −14,657−10.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 131,351 | $10.6M | 0.16% | −4,250−3.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 129,133 | $10.4M | 0.03% | +113,860+745.5% | Added |
| CI Private Wealth, LLC | 128,847 | $10.4M | 0.02% | −6,380−4.7% | Reduced |
| David Loasby | 128,392 | $10.2M | 1.13% | +8,719+7.3% | Added |
| DekaBank Deutsche Girozentrale | 126,879 | $10.1M | 0.02% | −5,225−4.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 125,104 | $10.1M | 0.22% | 00.0% | Unchanged |
| Old National Bancorp | 118,026 | $9.51M | 0.27% | −189−0.2% | Reduced |
| Martingale Asset Management L P | 117,937 | $9.50M | 0.20% | −188,977−61.6% | Reduced |
| Cubist Systematic Strategies, LLC | 117,440 | $9.46M | 0.12% | +64,660+122.5% | Added |
| Holocene Advisors, LP | 114,916 | $9.26M | 0.04% | +29,854+35.1% | Added |
| Jane Street Group, LLC | 113,521 | $9.14M | 0.01% | +66,811+143.0% | Added |
| Fifth Third Bancorp | 111,707 | $9.00M | 0.04% | +180+0.2% | Added |
| Voya Investment Management LLC | 108,812 | $8.76M | 0.01% | −2,549−2.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 107,035 | $8.62M | 0.02% | −4,697−4.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 106,230 | $8.56M | 1.84% | +106,230 | New |
| IFM Investors Pty Ltd | 105,602 | $8.51M | 0.11% | +4,666+4.6% | Added |
| American International Group, Inc. | 99,800 | $8.04M | 0.05% | −24,881−20.0% | Reduced |
| Advisors Asset Management, Inc. | 97,046 | $7.82M | 0.17% | +6,427+7.1% | Added |
| Truist Financial Corp | 96,723 | $7.79M | 0.01% | −1,509−1.5% | Reduced |
| HighTower Advisors, LLC | 96,477 | $7.75M | 0.01% | +4,418+4.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 96,046 | $7.74M | 0.04% | −3,837−3.8% | Reduced |
| USS Investment Management Ltd | 95,874 | $7.72M | 0.08% | +8,896+10.2% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 95,000 | $7.65M | 2.92% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 92,818 | $7.48M | 2.19% | −50−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 92,810 | $7.48M | 0.04% | −2,489−2.6% | Reduced |
| Comerica Bank | 92,271 | $7.43M | 0.04% | +88,784+2,546.1% | Added |
| Guardian Capital LP | 91,806 | $7.39M | 0.28% | −14,253−13.4% | Reduced |
| STRS Ohio | 91,783 | $7.39M | 0.03% | +2,130+2.4% | Added |
| Dean Investment Associates, LLC | 89,955 | $7.25M | 1.19% | +6,314+7.5% | Added |
| Arizona State Retirement System | 89,285 | $7.19M | 0.06% | −881−1.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 88,400 | $7.12M | 0.07% | 00.0% | Unchanged |
| State of Michigan Retirement System | 86,484 | $6.97M | 0.05% | −300−0.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 86,025 | $6.93M | 0.12% | −100−0.1% | Reduced |
| Bartlett & Co. LLC | 86,025 | $6.93M | 0.12% | −100−0.1% | Reduced |
| Silvercrest Asset Management Group LLC | 84,891 | $6.84M | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 84,730 | $6.83M | 0.51% | −11,753−12.2% | Reduced |
| Cambridge Trust Co | 83,263 | $6.71M | 0.31% | +917+1.1% | Added |
| Azimuth Capital Investment Management LLC | 82,440 | $6.64M | 0.33% | −700−0.8% | Reduced |
| Vestcor Inc | 82,205 | $6.62M | 0.24% | −1,496−1.8% | Reduced |
| JGP Wealth Management, LLC | 80,736 | $6.50M | 1.09% | +2,323+3.0% | Added |
| Amalgamated Bank | 80,736 | $6.50M | 0.06% | +1,291+1.6% | Added |
| Van Eck Associates Corp | 80,223 | $6.46M | 0.01% | −3,305−4.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 78,648 | $6.34M | 0.34% | +39,633+101.6% | Added |
| MetLife Investment Management | 78,019 | $6.28M | 0.05% | −2,043−2.6% | Reduced |
| Sagefield Capital LP | 76,610 | $6.17M | 0.87% | +8,080+11.8% | Added |
| Standard Life Aberdeen plc | 75,267 | $6.06M | 0.02% | −2,803−3.6% | Reduced |
| Public Sector Pension Investment Board | 73,550 | $5.92M | 0.04% | +4,283+6.2% | Added |
| Commerce Bank | 73,388 | $5.91M | 0.05% | −387−0.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 73,143 | $5.89M | 0.38% | −49,136−40.2% | Reduced |
| Mattern Capital Management, LLC | 71,867 | $5.79M | 0.94% | +7,169+11.1% | Added |
| Retirement Systems of Alabama | 71,323 | $5.75M | 0.03% | −367−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 71,152 | $5.73M | 0.12% | +3,666+5.4% | Added |
| CIBC Asset Management Inc | 70,662 | $5.69M | 0.02% | −409−0.6% | Reduced |
| TownSquare Capital, LLC | 69,633 | $5.61M | 0.10% | +488+0.7% | Added |
| Forsta Ap-Fonden | 69,600 | $5.61M | 0.06% | +1,100+1.6% | Added |
| Nicholas Company, Inc. | 69,235 | $5.58M | 0.11% | −300−0.4% | Reduced |
| Strategic Investment Solutions, Inc. | 64,103 | $5.57M | 0.07% | +63,093+6,246.8% | Added |
| Rockefeller Capital Management L.P. | 65,846 | $5.30M | 0.02% | −4,258−6.1% | Reduced |
| Texas Permanent School Fund | 65,176 | $5.25M | 0.05% | −968−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 65,011 | $5.24M | 0.08% | +14,699+29.2% | Added |