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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 6,804 | $548.1K | 0.11% | +6,804 | New |
| Marcum Wealth, LLC | 6,731 | $542.2K | 0.07% | −54−0.8% | Reduced |
| Financial Advisory Partners, LLC | 6,724 | $541.6K | 0.22% | −300−4.3% | Reduced |
| Dakota Wealth Management | 6,720 | $541.3K | 0.02% | −986−12.8% | Reduced |
| Quantinno Capital Management LP | 6,715 | $541.0K | 0.02% | −335−4.8% | Reduced |
| AlphaStar Capital Management, LLC | 6,686 | $538.6K | 0.07% | −774−10.4% | Reduced |
| Peapack Gladstone Financial Corp | 6,686 | $538.0K | 0.01% | −1,141−14.6% | Reduced |
| MAI Capital Management | 6,664 | $536.8K | 0.01% | +58+0.9% | Added |
| Buckley Wealth Management, LLC | 6,638 | $534.7K | 0.20% | −1,915−22.4% | Reduced |
| Worldquant Millennium Advisors LLC | 6,594 | $531.1K | 0.01% | −1,776−21.2% | Reduced |
| IFP Advisors, Inc | 6,589 | $530.7K | 0.02% | −69−1.0% | Reduced |
| Boothbay Fund Management, LLC | 6,588 | $530.7K | 0.02% | +6,588 | New |
| Foundations Investment Advisors, LLC | 6,574 | $529.5K | 0.02% | −405−5.8% | Reduced |
| Rockland Trust Co | 6,570 | $529.2K | 0.03% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,539 | $526.7K | 0.21% | +31+0.5% | Added |
| Ti-Trust, Inc | 6,430 | $517.9K | 0.49% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,370 | $513.1K | 0.10% | +1,698+36.3% | Added |
| Phillips Wealth Planners LLC | 6,223 | $513.1K | 0.69% | −30−0.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,361 | $512.3K | 0.01% | +768+13.7% | Added |
| City State Bank | 6,358 | $512.0K | 0.28% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 6,278 | $506.0K | 0.05% | −5,961−48.7% | Reduced |
| Dynamic Advisor Solutions LLC | 6,236 | $502.3K | 0.02% | +560+9.9% | Added |
| Signaturefd, LLC | 6,222 | $501.2K | 0.01% | −573−8.4% | Reduced |
| Vantage Financial Partners, LLC | 6,138 | $494.4K | 0.19% | +45+0.7% | Added |
| XTX Topco Ltd | 6,129 | $493.7K | 0.08% | +6,129 | New |
| Girard Partners Ltd. | 6,088 | $490.4K | 0.06% | −892−12.8% | Reduced |
| Clearstead Advisors, LLC | 6,074 | $489.3K | 0.03% | +1,096+22.0% | Added |
| Bridges Investment Management Inc | 6,000 | $483.3K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,999 | $483.2K | 0.08% | +5,999 | New |
| Freedom Wealth Alliance, LLC | 5,993 | $482.7K | 0.79% | −1,569−20.7% | Reduced |
| Moors & Cabot, Inc. | 5,983 | $482.0K | 0.03% | −60−1.0% | Reduced |
| Dividend Assets Capital, LLC | 5,961 | $480.0K | 0.10% | −2,376−28.5% | Reduced |
| Krane Funds Advisors LLC | 5,945 | $479.0K | 0.02% | +5,945 | New |
| Drake & Associates, LLC | 5,919 | $476.7K | 0.22% | −96−1.6% | Reduced |
| Chicago Capital, LLC | 5,885 | $474.0K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,847 | $471.0K | 0.15% | +151+2.7% | Added |
| Daymark Wealth Partners, LLC | 5,834 | $470.0K | 0.03% | +99+1.7% | Added |
| Oarsman Capital, Inc. | 5,818 | $468.6K | 0.20% | −71−1.2% | Reduced |
| Meeder Advisory Services, Inc. | 5,727 | $461.3K | 0.06% | −539−8.6% | Reduced |
| Alaska Permanent Fund Corp | 5,677 | $457.3K | 0.01% | −1,094−16.2% | Reduced |
| Sigma Planning Corp | 5,657 | $455.7K | 0.02% | −11−0.2% | Reduced |
| Spinnaker Trust | 5,648 | $454.9K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,623 | $452.9K | 0.09% | +29+0.5% | Added |
| Summit Financial, LLC | 5,588 | $450.1K | 0.03% | +5+0.1% | Added |
| WSFS Capital Management, LLC | 5,572 | $448.8K | 0.03% | −47−0.8% | Reduced |
| Courier Capital LLC | 5,570 | $448.7K | 0.04% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 5,551 | $447.0K | 0.05% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,543 | $446.5K | 0.03% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,506 | $443.5K | 0.37% | +484+9.6% | Added |
| Mather Group, LLC. | 5,501 | $443.1K | 0.01% | −993−15.3% | Reduced |
| LVZ Advisors, Inc. | 5,478 | $441.3K | 0.07% | +5,478 | New |
| North Star Asset Management Inc | 5,410 | $435.8K | 0.03% | −895−14.2% | Reduced |
| Alethea Capital Management, LLC | 5,300 | $426.9K | 0.52% | +5,300 | New |
| Mission Wealth Management, LP | 5,290 | $426.1K | 0.02% | +855+19.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,282 | $425.5K | 0.04% | +14+0.3% | Added |
| Chesley Taft & Associates LLC | 5,280 | $425.3K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,274 | $424.8K | 0.01% | +717+15.7% | Added |
| Boston Family Office LLC | 5,251 | $423.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,250 | $422.9K | 0.05% | −12−0.2% | Reduced |
| West Family Investments, Inc. | 5,164 | $416.0K | 0.15% | +1,983+62.3% | Added |
| WFA Asset Management Corp | 5,163 | $415.9K | 0.25% | +33+0.6% | Added |
| West Paces Advisors Inc. | 5,160 | $415.6K | 0.13% | −265−4.9% | Reduced |
| Diversified Trust Co | 5,149 | $414.8K | 0.02% | −289−5.3% | Reduced |
| Wealth Architects, LLC | 5,148 | $414.7K | 0.07% | +18+0.4% | Added |
| Becker Capital Management Inc | 5,144 | $414.4K | 0.02% | +107+2.1% | Added |
| Old Second National Bank of Aurora | 5,118 | $412.3K | 0.13% | −1,478−22.4% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $409.2K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,049 | $406.7K | 0.05% | −377−6.9% | Reduced |
| PAX Financial Group, LLC | 5,049 | $406.7K | 0.09% | +98+2.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $405.4K | 0.09% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 5,028 | $405.0K | 0.12% | +5,028 | New |
| Hudock, Inc. | 4,971 | $400.5K | 0.10% | +4+0.1% | Added |
| Plancorp, LLC | 4,966 | $400.0K | 0.02% | +107+2.2% | Added |
| MQS Management LLC | 4,909 | $395.4K | 0.24% | +4,909 | New |
| Moody Lynn & Lieberson, LLC | 4,903 | $394.9K | 0.03% | −285−5.5% | Reduced |
| Balentine LLC | 4,899 | $394.6K | 0.01% | +131+2.7% | Added |
| Inspirion Wealth Advisors, LLC | 4,897 | $394.4K | 0.08% | +1,515+44.8% | Added |
| Johnson Financial Group, Inc. | 4,876 | $392.8K | 0.03% | −2,938−37.6% | Reduced |
| Mill Capital Management, LLC | 4,824 | $388.6K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,818 | $388.1K | 0.01% | +2,493+107.2% | Added |
| Greenfield Savings Bank | 4,804 | $387.0K | 0.24% | −25−0.5% | Reduced |
| Appleton Partners Inc | 4,792 | $386.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,776 | $383.0K | 0.02% | −105−2.2% | Reduced |
| Equitable Holdings, Inc. | 4,749 | $382.5K | 0.01% | +9+0.2% | Added |
| Donaldson Capital Management, LLC | 4,747 | $382.4K | 0.02% | −10,234−68.3% | Reduced |
| Smith, Moore & Co. | 4,740 | $381.8K | 0.05% | +20.0% | Added |
| Aviva PLC | 4,736 | $381.5K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,732 | $381.2K | 0.07% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 4,726 | $380.7K | 0.20% | −43−0.9% | Reduced |
| Hutner Capital Management Inc | 4,691 | $377.9K | 0.23% | +640+15.8% | Added |
| Apollon Wealth Management, LLC | 4,673 | $376.4K | 0.02% | −892−16.0% | Reduced |
| Forum Financial Management, LP | 4,669 | $376.1K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 4,666 | $375.8K | 0.06% | −37−0.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,640 | $373.8K | 0.06% | +101+2.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,639 | $373.7K | 0.05% | +806+21.0% | Added |
| TD Private Client Wealth LLC | 4,624 | $372.5K | 0.02% | −3,068−39.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,601 | $370.6K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4,574 | $368.4K | 0.10% | +776+20.4% | Added |
| ZWJ Investment Counsel Inc | 4,556 | $367.0K | 0.02% | +118+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 4,555 | $366.9K | 0.03% | +374+8.9% | Added |