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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,130 | $5.09M | 0.02% | −260.0% | Reduced |
| Kempen Capital Management N.V. | 62,554 | $5.04M | 0.09% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 61,303 | $4.94M | 0.02% | −970−1.6% | Reduced |
| Financial Planning & Information Services, Inc. | 60,614 | $4.88M | 0.91% | +586+1.0% | Added |
| First Republic Investment Management, Inc. | 58,786 | $4.74M | 0.01% | −3,201−5.2% | Reduced |
| Creative Planning | 55,723 | $4.49M | 0.01% | +89+0.2% | Added |
| Czech National Bank | 55,132 | $4.44M | 0.07% | +17,791+47.6% | Added |
| Benjamin Edwards Inc | 54,686 | $4.41M | 1.04% | −369−0.7% | Reduced |
| Utah Retirement Systems | 54,284 | $4.37M | 0.06% | +100+0.2% | Added |
| Yousif Capital Management, LLC | 53,826 | $4.34M | 0.06% | −746−1.4% | Reduced |
| Marshall Wace, LLP | 53,115 | $4.28M | 0.01% | +53,115 | New |
| Sequoia Financial Advisors, LLC | 52,609 | $4.24M | 0.07% | +48,400+1,149.9% | Added |
| Janus Henderson Group PLC | 51,666 | $4.16M | 0.00% | +9,325+22.0% | Added |
| ProShare Advisors LLC | 51,528 | $4.15M | 0.01% | −2,652−4.9% | Reduced |
| Bank of Nova Scotia | 51,329 | $4.13M | 0.01% | +23,903+87.2% | Added |
| Farmers & Merchants Investments Inc | 51,018 | $4.11M | 0.16% | −506−1.0% | Reduced |
| Albion Financial Group | 50,768 | $4.09M | 0.38% | +8,674+20.6% | 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 |
| Andra AP-fonden | 48,800 | $3.93M | 0.23% | +2,500+5.4% | Added |
| Panagora Asset Management Inc | 48,160 | $3.88M | 0.02% | −84,309−63.6% | Reduced |
| Public Employees Retirement Association of Colorado | 47,799 | $3.85M | 0.02% | −1,085−2.2% | Reduced |
| Schroder Investment Management Group | 47,187 | $3.80M | 0.01% | +1,670+3.7% | Added |
| Kingsview Wealth Management, LLC | 46,760 | $3.77M | 0.14% | +588+1.3% | Added |
| Petredis Investment Advisors LLC | 45,202 | $3.64M | 0.52% | −100.0% | Reduced |
| New York Life Investment Management LLC | 45,027 | $3.63M | 0.04% | +284+0.6% | Added |
| Great Lakes Advisors, LLC | 44,471 | $3.58M | 0.03% | +1,010+2.3% | Added |
| S&CO Inc | 44,237 | $3.56M | 0.29% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 44,137 | $3.56M | 0.04% | −1,231−2.7% | Reduced |
| Richard C. Young & CO., LTD. | 43,891 | $3.54M | 0.50% | −355−0.8% | Reduced |
| Glenmede Trust Co NA | 43,546 | $3.51M | 0.02% | −68,552−61.2% | Reduced |
| Options Solutions, LLC | 43,046 | $3.47M | 3.98% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 42,290 | $3.41M | 0.09% | +1,950+4.8% | Added |
| GWM Advisors LLC | 41,885 | $3.37M | 0.04% | +354+0.9% | Added |
| Blair William & Co | 41,576 | $3.35M | 0.01% | −976−2.3% | Reduced |
| Atria Investments LLC | 41,400 | $3.33M | 0.06% | −12,099−22.6% | Reduced |
| Kowal Investment Group, LLC | 40,763 | $3.28M | 0.89% | +4,698+13.0% | Added |
| Synergy Financial Management, LLC | 40,733 | $3.28M | 0.65% | +40,733 | New |
| Steward Partners Investment Advisory, LLC | 40,467 | $3.26M | 0.05% | −4,418−9.8% | Reduced |
| ING Groep NV | 39,600 | $3.19M | 0.03% | −5,459−12.1% | Reduced |
| Qsemble Capital Management, LP | 39,500 | $3.18M | 0.59% | +39,500 | New |
| Xponance, Inc. | 39,331 | $3.17M | 0.04% | +832+2.2% | Added |
| Robeco Institutional Asset Management B.V. | 38,607 | $3.11M | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 38,600 | $3.11M | 0.13% | +31,800+467.6% | Added |
| Meritage Portfolio Management | 38,504 | $3.10M | 0.23% | +38,504 | New |
| Meiji Yasuda Asset Management Co Ltd. | 37,592 | $3.03M | 0.14% | +16,383+77.2% | Added |
| State of Alaska, Department of Revenue | 37,490 | $3.02M | 0.04% | −1,605−4.1% | Reduced |
| Zacks Investment Management | 37,412 | $3.01M | 0.04% | −4,126−9.9% | Reduced |
| Cetera Advisor Networks LLC | 37,195 | $3.00M | 0.02% | +2,363+6.8% | Added |
| Nissay Asset Management Corp | 37,175 | $2.99M | 0.03% | +699+1.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 36,384 | $2.93M | 0.20% | −1,914−5.0% | Reduced |
| 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 |
| N.E.W. Advisory Services LLC | 35,954 | $2.90M | 0.41% | +5,766+19.1% | Added |
| Penobscot Investment Management Company, Inc. | 35,580 | $2.87M | 0.39% | −1,037−2.8% | Reduced |
| Leavell Investment Management, Inc. | 34,890 | $2.81M | 0.20% | +100.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,734 | $2.80M | 0.04% | +296+0.9% | Added |
| Premier Fund Managers Ltd | 35,000 | $2.80M | 0.13% | 00.0% | Unchanged |
| Element Capital Management LLC | 34,626 | $2.79M | 0.25% | −6,809−16.4% | Reduced |
| MML Investors Services, LLC | 34,199 | $2.75M | 0.02% | +1,457+4.4% | Added |
| Weiss Asset Management LP | 33,659 | $2.71M | 0.22% | +33,659 | New |
| KLCM Advisors, Inc. | 33,609 | $2.71M | 0.51% | +71+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,433 | $2.69M | 0.17% | −663−1.9% | Reduced |
| Quadrature Capital Ltd | 32,986 | $2.66M | 0.05% | +18,775+132.1% | Added |
| Rafferty Asset Management, LLC | 32,147 | $2.59M | 0.02% | +3,385+11.8% | Added |
| First American Bank | 31,847 | $2.57M | 0.23% | −38−0.1% | Reduced |
| Somerset Trust Co | 31,749 | $2.56M | 1.17% | +223+0.7% | Added |
| Pacer Advisors, Inc. | 31,530 | $2.54M | 0.01% | +12,118+62.4% | Added |
| Captrust Financial Advisors | 31,038 | $2.50M | 0.01% | +2,102+7.3% | Added |
| Cincinnati Casualty Co | 31,000 | $2.50M | 1.59% | 00.0% | Unchanged |
| Crestline Management, LP | 30,940 | $2.49M | 0.30% | −14,526−31.9% | Reduced |
| LVW Advisors, LLC | 30,814 | $2.48M | 0.53% | −11,139−26.6% | Reduced |
| Meyer Handelman Co | 30,790 | $2.48M | 0.10% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 30,748 | $2.48M | 1.17% | −1,280−4.0% | Reduced |
| Prudential PLC | 30,634 | $2.47M | 0.03% | −1,174−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 30,327 | $2.44M | 0.03% | +1,866+6.6% | Added |
| Rothschild Investment Corp | 30,263 | $2.44M | 0.21% | +342+1.1% | Added |
| Cornerstone Advisors, LLC | 29,800 | $2.40M | 0.11% | −1,100−3.6% | Reduced |
| Kestra Advisory Services, LLC | 29,461 | $2.37M | 0.02% | +456+1.6% | Added |
| Global Trust Asset Management, LLC | 29,428 | $2.37M | 1.13% | 00.0% | Unchanged |
| Bokf, NA | 28,708 | $2.34M | 0.05% | −6,411−18.3% | Reduced |
| Aquila Investment Management LLC | 29,000 | $2.34M | 2.15% | 00.0% | Unchanged |
| Regions Financial Corp | 28,751 | $2.32M | 0.02% | −103−0.4% | Reduced |
| British Columbia Investment Management Corp | 28,694 | $2.31M | 0.02% | +257+0.9% | Added |
| Gulf International Bank (UK) Ltd | 28,620 | $2.31M | 0.07% | −3,169−10.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,366 | $2.29M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 28,035 | $2.26M | 0.06% | +198+0.7% | Added |
| Journey Advisory Group, LLC | 27,414 | $2.21M | 0.33% | +1,180+4.5% | Added |
| Kestra Private Wealth Services, LLC | 27,241 | $2.19M | 0.07% | +1,120+4.3% | Added |
| Eaton Financial Holdings Company, LLC | 26,878 | $2.17M | 0.58% | +26,878 | New |
| Daiwa Securities Group Inc. | 26,665 | $2.15M | 0.02% | +1,610+6.4% | Added |
| Alta Capital Management LLC | 26,283 | $2.12M | 0.15% | +112+0.4% | Added |
| KCM Investment Advisors LLC | 26,276 | $2.12M | 0.09% | −60−0.2% | Reduced |
| Teacher Retirement System of Texas | 26,143 | $2.11M | 0.01% | −18,859−41.9% | Reduced |
| Mackenzie Financial Corp | 26,848 | $2.10M | 0.00% | +517+2.0% | Added |
| Ameritas Advisory Services, LLC | 25,198 | $2.09M | 0.10% | +5,114+25.5% | Added |
| Dark Forest Capital Management LP | 25,914 | $2.09M | 0.18% | +10,104+63.9% | Added |
| Mirabella Financial Services LLP | 25,868 | $2.08M | 0.30% | +25,868 | New |
| SG Americas Securities, LLC | 25,853 | $2.08M | 0.03% | −7,034−21.4% | Reduced |
| Bayesian Capital Management, LP | 25,628 | $2.06M | 0.24% | +23,128+925.1% | Added |