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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 11,734 | $945.2K | 0.00% | +11,734 | New |
| Hummer Financial Advisory Services Inc | 11,622 | $936.2K | 0.95% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 11,477 | $924.0K | 0.08% | −13,484−54.0% | Reduced |
| Van Hulzen Asset Management, LLC | 11,428 | $921.0K | 0.07% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 11,284 | $908.9K | 0.02% | −158−1.4% | Reduced |
| HM Payson & Co | 11,214 | $903.3K | 0.02% | +201+1.8% | Added |
| Northern Oak Wealth Management Inc | 11,144 | $897.6K | 0.11% | +989+9.7% | Added |
| Independent Financial Group, LLC | 11,132 | $896.7K | 0.06% | −247−2.2% | Reduced |
| Norinchukin Bank, The | 11,001 | $886.1K | 0.02% | −5,174−32.0% | Reduced |
| Empirical Finance, LLC | 10,926 | $880.1K | 0.06% | +1,005+10.1% | Added |
| North Star Investment Management Corp. | 10,925 | $880.0K | 0.07% | +7+0.1% | Added |
| Wealthspire Advisors, LLC | 10,874 | $875.9K | 0.01% | +2,066+23.5% | Added |
| Shell Asset Management Co | 10,772 | $868.0K | 0.04% | −104−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,766 | $867.2K | 0.07% | −557−4.9% | Reduced |
| South Dakota Investment Council | 10,580 | $852.0K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,540 | $849.0K | 0.02% | −26−0.2% | Reduced |
| Hendershot Investments Inc. | 10,446 | $841.4K | 0.14% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 10,374 | $837.0K | 0.16% | +127+1.2% | Added |
| Credential Qtrade Securities Inc. | 10,363 | $834.7K | 0.06% | −140−1.3% | Reduced |
| Central Trust Co | 10,350 | $833.7K | 0.02% | −51−0.5% | Reduced |
| Brown Capital Management LLC | 10,324 | $831.6K | 0.01% | +135+1.3% | Added |
| D.A. Davidson & Co. | 10,283 | $828.3K | 0.01% | +144+1.4% | Added |
| Advisor Partners II, LLC | 10,154 | $817.9K | 0.03% | +444+4.6% | Added |
| Los Angeles Capital Management LLC | 10,131 | $816.1K | 0.00% | −73,659−87.9% | Reduced |
| Fox Run Management, L.L.C. | 10,118 | $815.0K | 0.24% | +2,674+35.9% | Added |
| Prospera Financial Services Inc | 10,094 | $813.2K | 0.03% | −162−1.6% | Reduced |
| Allianz Asset Management GmbH | 10,087 | $812.5K | 0.00% | −1,235−10.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,957 | $802.0K | 0.02% | +7+0.1% | Added |
| Wealth Alliance | 9,923 | $799.3K | 0.13% | +95+1.0% | Added |
| American State Bank (Iowa) | 9,855 | $793.8K | 0.57% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 9,729 | $783.7K | 0.02% | +3,549+57.4% | Added |
| Fiduciary Trust Co | 9,708 | $782.0K | 0.01% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 9,686 | $780.2K | 0.89% | −11−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 9,674 | $779.0K | 0.02% | +849+9.6% | Added |
| HB Wealth Management, LLC | 9,665 | $778.5K | 0.01% | +3,485+56.4% | Added |
| Greenleaf Trust | 9,597 | $773.0K | 0.01% | +1,518+18.8% | Added |
| Romano Brothers and Company | 9,592 | $772.6K | 0.12% | −21−0.2% | Reduced |
| Legacy Private Trust Co. | 9,422 | $758.9K | 0.07% | +120+1.3% | Added |
| Toews Corp | 9,400 | $757.2K | 0.46% | +9,400 | New |
| Alley Investment Management Company, LLC | 9,247 | $744.8K | 0.13% | −23−0.2% | Reduced |
| Veriti Management LLC | 9,135 | $735.8K | 0.08% | −3,624−28.4% | Reduced |
| Chicago Trust Co NA | 9,072 | $730.7K | 0.18% | +173+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 9,021 | $726.6K | 0.01% | +135+1.5% | Added |
| FineMark National Bank & Trust | 8,936 | $719.8K | 0.03% | −49−0.5% | Reduced |
| Carret Asset Management, LLC | 8,700 | $700.8K | 0.10% | −800−8.4% | Reduced |
| Chelsea Counsel Co | 8,672 | $698.5K | 0.36% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 8,663 | $697.8K | 0.03% | −31−0.4% | Reduced |
| WNY Asset Management, LLC | 8,492 | $684.0K | 0.13% | −51−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 8,451 | $680.7K | 0.02% | −12−0.1% | Reduced |
| Johnson Investment Counsel Inc | 8,424 | $678.6K | 0.01% | −50−0.6% | Reduced |
| Titleist Asset Management, LLC | 8,419 | $678.1K | 0.14% | +1,358+19.2% | Added |
| Montag A & Associates Inc | 8,414 | $677.7K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,380 | $675.0K | 0.03% | −1,443−14.7% | Reduced |
| IHT Wealth Management, LLC | 8,271 | $666.2K | 0.03% | +1,183+16.7% | Added |
| Resources Management Corp | 8,252 | $665.0K | 0.11% | −400−4.6% | Reduced |
| Venture Visionary Partners LLC | 8,202 | $660.7K | 0.04% | −50−0.6% | Reduced |
| Searle & Co. | 8,200 | $660.5K | 0.22% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 8,197 | $660.3K | 0.29% | −100−1.2% | Reduced |
| Madison Asset Management, LLC | 8,185 | $659.3K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $656.6K | 0.05% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 8,100 | $652.5K | 0.01% | −2,867−26.1% | Reduced |
| Venturi Wealth Management, LLC | 8,049 | $648.4K | 0.05% | −1,426−15.1% | Reduced |
| Wetherby Asset Management Inc | 7,987 | $643.4K | 0.04% | +235+3.0% | Added |
| Beaton Management Co. Inc. | 7,988 | $643.0K | 0.42% | +17+0.2% | Added |
| Ieq Capital, LLC | 7,942 | $639.7K | 0.01% | −1,614−16.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $639.6K | 0.03% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 7,896 | $636.0K | 0.02% | −2,220−21.9% | Reduced |
| Sawtooth Solutions, LLC | 7,896 | $636.0K | 0.02% | −2,218−21.9% | Reduced |
| Davenport & Co LLC | 7,837 | $631.2K | 0.00% | −1,756−18.3% | Reduced |
| Assenagon Asset Management S.A. | 7,826 | $630.4K | 0.00% | −82,213−91.3% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $622.8K | 0.08% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 7,632 | $614.8K | 0.01% | +7,632 | New |
| Linden Thomas Advisory Services, LLC | 7,631 | $614.7K | 0.14% | +494+6.9% | Added |
| Great Valley Advisor Group, Inc. | 7,591 | $611.5K | 0.03% | −168−2.2% | Reduced |
| Icon Wealth Partners, LLC | 7,576 | $610.3K | 0.07% | −8,006−51.4% | Reduced |
| Integrated Advisors Network LLC | 7,563 | $609.2K | 0.04% | +1,115+17.3% | Added |
| Tudor Investment Corp Et Al | 7,435 | $598.9K | 0.01% | −34,645−82.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,763 | $597.0K | 0.01% | +2,263+50.3% | Added |
| Geneos Wealth Management Inc. | 7,409 | $596.8K | 0.03% | +66+0.9% | Added |
| Cetera Advisors LLC | 7,346 | $591.7K | 0.01% | −116−1.6% | Reduced |
| Lantz Financial LLC | 7,326 | $590.1K | 0.23% | +9+0.1% | Added |
| Investment House LLC | 7,300 | $588.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,287 | $587.0K | 0.02% | −786−9.7% | Reduced |
| Engineers Gate Manager LP | 7,219 | $581.5K | 0.02% | −8,270−53.4% | Reduced |
| Stephenson National Bank & Trust | 7,196 | $579.6K | 0.32% | +78+1.1% | Added |
| NewEdge Wealth, LLC | 7,165 | $577.2K | 0.02% | −302−4.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $575.3K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,099 | $571.9K | 0.14% | +420+6.3% | Added |
| Park Avenue Securities LLC | 7,085 | $571.0K | 0.01% | +7,085 | New |
| We Are One Seven, LLC | 7,061 | $568.8K | 0.04% | +25+0.4% | Added |
| Advisors Management Group Inc | 7,024 | $566.0K | 0.17% | −76−1.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,020 | $565.5K | 0.04% | −3,062−30.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,018 | $565.3K | 0.02% | +373+5.6% | Added |
| Stratos Wealth Advisors, LLC | 7,013 | $565.0K | 0.04% | −159−2.2% | Reduced |
| Capstone Investment Advisors, LLC | 6,998 | $563.7K | 0.01% | +6,998 | New |
| Wesbanco Bank Inc | 6,987 | $562.8K | 0.02% | +210+3.1% | Added |
| Winch Advisory Services, LLC | 6,915 | $557.0K | 0.20% | +62+0.9% | Added |
| National Asset Management, Inc. | 6,876 | $553.8K | 0.01% | +1,786+35.1% | Added |
| Exchange Traded Concepts, LLC | 6,866 | $553.1K | 0.02% | +99+1.5% | Added |
| Simplex Trading, LLC | 6,818 | $549.0K | 0.02% | +6,818 | New |