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 |
|---|---|---|---|---|---|
| Shakespeare Wealth Management, Inc. | 25,586 | $2.06M | 0.72% | +522+2.1% | Added |
| Tower Research Capital LLC (TRC) | 25,569 | $2.06M | 0.06% | +10,641+71.3% | Added |
| Crossmark Global Holdings, Inc. | 24,629 | $2.03M | 0.05% | −2,277−8.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 25,000 | $2.01M | 0.04% | +25,000 | New |
| Beverly Hills Private Wealth, LLC | 24,540 | $1.98M | 0.59% | −25,215−50.7% | Reduced |
| Harbour Investments, Inc. | 24,450 | $1.97M | 0.10% | +1,447+6.3% | Added |
| Parsons Capital Management Inc | 24,382 | $1.96M | 0.16% | −1,104−4.3% | Reduced |
| Oregon Public Employees Retirement Fund | 24,370 | $1.96M | 0.03% | −200−0.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 24,171 | $1.95M | 1.16% | +1,505+6.6% | Added |
| Kentucky Retirement Systems | 24,113 | $1.94M | 0.07% | −1,249−4.9% | Reduced |
| Maryland State Retirement & Pension System | 24,095 | $1.94M | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 24,007 | $1.93M | 0.01% | +2,093+9.6% | Added |
| United Capital Management of KS, Inc. | 23,995 | $1.93M | 0.66% | +706+3.0% | Added |
| Raymond James Trust N.A. | 23,829 | $1.92M | 0.06% | +408+1.7% | Added |
| Dana Investment Advisors, Inc. | 23,745 | $1.91M | 0.10% | −3,391−12.5% | Reduced |
| Rodgers Brothers Inc. | 23,317 | $1.88M | 0.32% | +1,650+7.6% | Added |
| Thrivent Financial for Lutherans | 23,337 | $1.88M | 0.00% | −572−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,099 | $1.86M | 0.14% | +2,361+11.4% | Added |
| Mercer Global Advisors Inc | 23,095 | $1.86M | 0.01% | −1,784−7.2% | Reduced |
| Nicolet Bankshares Inc | 23,083 | $1.86M | 0.57% | −183−0.8% | Reduced |
| Wealthfront Advisers LLC | 23,070 | $1.86M | 0.01% | −3,774−14.1% | Reduced |
| Brown Advisory Inc | 22,944 | $1.85M | 0.00% | −333−1.4% | Reduced |
| Thomas Story & Son LLC | 22,734 | $1.83M | 0.89% | −45−0.2% | Reduced |
| Caldwell Trust Co | 22,698 | $1.83M | 0.25% | −857−3.6% | Reduced |
| Alliance Wealth Advisors, LLC | 22,665 | $1.83M | 0.68% | +1,235+5.8% | Added |
| Securian Asset Management, Inc | 22,632 | $1.82M | 0.05% | −3,355−12.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 22,580 | $1.82M | 0.00% | +3,743+19.9% | Added |
| Federated Hermes, Inc. | 22,575 | $1.82M | 0.00% | −203,170−90.0% | Reduced |
| Cresset Asset Management, LLC | 22,522 | $1.81M | 0.01% | −2,080−8.5% | Reduced |
| M&T Bank Corp | 22,474 | $1.81M | 0.01% | −5,759−20.4% | Reduced |
| Beacon Pointe Advisors, LLC | 22,470 | $1.81M | 0.02% | +4,732+26.7% | Added |
| JustInvest LLC | 22,333 | $1.80M | 0.05% | +1,666+8.1% | Added |
| Miller Howard Investments Inc | 22,189 | $1.79M | 0.07% | −1,714−7.2% | Reduced |
| Lockheed Martin Investment Management Co | 20,800 | $1.79M | 0.14% | 00.0% | Unchanged |
| Motley Fool Wealth Management, LLC | 21,844 | $1.76M | 0.10% | +4,683+27.3% | Added |
| Walleye Trading LLC | 21,700 | $1.75M | 0.04% | +13,765+173.5% | Added |
| Hartford Investment Management Co | 21,494 | $1.73M | 0.07% | −686−3.1% | Reduced |
| Gotham Asset Management, LLC | 20,813 | $1.68M | 0.03% | +8,123+64.0% | Added |
| Savant Capital, LLC | 20,099 | $1.62M | 0.02% | −774−3.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 19,872 | $1.60M | 0.06% | +160+0.8% | Added |
| KBC Group NV | 19,686 | $1.59M | 0.01% | −1,995−9.2% | Reduced |
| Oppenheimer Asset Management Inc. | 19,678 | $1.59M | 0.02% | +531+2.8% | Added |
| Atlantic Trust, LLC | 19,600 | $1.58M | 0.52% | −4,037−17.1% | Reduced |
| Associated Banc-Corp | 19,560 | $1.58M | 0.06% | −1,791−8.4% | Reduced |
| Louisiana State Employees Retirement System | 19,500 | $1.57M | 0.04% | 00.0% | Unchanged |
| Oak Thistle LLC | 19,469 | $1.57M | 0.46% | +19,469 | New |
| Ellenbecker Investment Group | 19,355 | $1.56M | 0.40% | −775−3.8% | Reduced |
| Independent Advisor Alliance | 19,349 | $1.56M | 0.07% | +6,260+47.8% | Added |
| Metis Global Partners, LLC | 18,849 | $1.52M | 0.07% | +2,374+14.4% | Added |
| Keybank National Association | 18,771 | $1.51M | 0.01% | −2,174−10.4% | Reduced |
| Intech Investment Management LLC | 18,449 | $1.49M | 0.02% | −57,069−75.6% | Reduced |
| Schmidt P J Investment Management Inc | 18,006 | $1.48M | 0.32% | −228−1.3% | Reduced |
| Kenfarb & Co. | 18,049 | $1.45M | 1.33% | −200−1.1% | Reduced |
| Brasada Capital Management, LP | 17,723 | $1.45M | 0.34% | +1,129+6.8% | Added |
| Nations Financial Group Inc, | 17,799 | $1.43M | 0.14% | −414−2.3% | Reduced |
| RFG Advisory, LLC | 17,773 | $1.43M | 0.06% | +938+5.6% | Added |
| CWM, LLC | 17,543 | $1.41M | 0.01% | −311,178−94.7% | Reduced |
| Stock Yards Bank & Trust Co | 17,493 | $1.41M | 0.05% | −251−1.4% | Reduced |
| CIBC World Markets Corp | 17,410 | $1.40M | 0.01% | −19,554−52.9% | Reduced |
| Sabal Trust CO | 17,128 | $1.38M | 0.09% | −462−2.6% | Reduced |
| Kesler, Norman & Wride, LLC | 16,865 | $1.36M | 0.34% | −280−1.6% | Reduced |
| Spirit of America Management Corp | 16,750 | $1.35M | 0.30% | +1,800+12.0% | Added |
| Twin Capital Management Inc | 16,507 | $1.33M | 0.19% | −1,412−7.9% | Reduced |
| New Mexico Educational Retirement Board | 16,453 | $1.32M | 0.06% | +1,100+7.2% | Added |
| Meiji Yasuda Life Insurance Co | 16,340 | $1.32M | 0.03% | −260−1.6% | Reduced |
| NorthRock Partners, LLC | 16,158 | $1.30M | 0.14% | +7,034+77.1% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.27M | 0.11% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 15,221 | $1.23M | 0.26% | −1,194−7.3% | Reduced |
| Oppenheimer & Co Inc | 15,203 | $1.22M | 0.03% | +1,191+8.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 14,893 | $1.20M | 0.28% | +932+6.7% | Added |
| Nordea Investment Management AB | 14,679 | $1.18M | 0.00% | +1,287+9.6% | Added |
| Illinois Municipal Retirement Fund | 14,023 | $1.13M | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 14,027 | $1.13M | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 14,019 | $1.13M | 0.06% | +2,320+19.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,951 | $1.12M | 0.00% | +1,933+16.1% | Added |
| Marietta Investment Partners LLC | 13,800 | $1.11M | 0.31% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,381 | $1.10M | 0.02% | +268+2.0% | Added |
| Tiaa Trust, National Association | 13,611 | $1.10M | 0.00% | +13,611 | New |
| Private Advisor Group, LLC | 13,401 | $1.08M | 0.01% | +551+4.3% | Added |
| Walleye Capital LLC | 13,142 | $1.06M | 0.02% | +1,708+14.9% | Added |
| Profund Advisors LLC | 13,109 | $1.06M | 0.06% | −105−0.8% | Reduced |
| Metropolitan Life Insurance Co | 13,050 | $1.05M | 0.05% | −696−5.1% | Reduced |
| Gsa Capital Partners LLP | 13,020 | $1.05M | 0.09% | +13,020 | New |
| Cerity Partners LLC | 13,001 | $1.05M | 0.01% | −4,327−25.0% | Reduced |
| Allworth Financial LP | 12,953 | $1.04M | 0.01% | −1,807−12.2% | Reduced |
| Conning Inc. | 12,944 | $1.04M | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,649 | $1.02M | 0.01% | +673+5.6% | Added |
| ICW Investment Advisors LLC | 12,561 | $1.01M | 0.54% | +815+6.9% | Added |
| Red Cedar Investment Management, LLC | 12,461 | $1.00M | 0.15% | +112+0.9% | Added |
| Landaas & Co | 12,431 | $1.00M | 0.43% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,623 | $1.00M | 0.05% | +307+2.5% | Added |
| Colony Group LLC | 12,404 | $999.0K | 0.02% | −277−2.2% | Reduced |
| Hantz Financial Services, Inc. | 12,408 | $999.0K | 0.03% | +790+6.8% | Added |
| Mattern Wealth Management LLC | 12,283 | $989.4K | 0.29% | +2,593+26.8% | Added |
| Welch & Forbes LLC | 12,257 | $987.3K | 0.02% | +27+0.2% | Added |
| Belpointe Asset Management LLC | 12,178 | $981.0K | 0.10% | +1,021+9.2% | Added |
| Rowland & Co Investment Counsel | 12,175 | $980.7K | 0.24% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 11,781 | $959.3K | 0.01% | +11,781 | New |
| PFW Advisors LLC | 11,788 | $949.5K | 0.34% | +798+7.3% | Added |
| Prairie Sky Financial Group LLC | 11,736 | $945.3K | 0.67% | 00.0% | Unchanged |