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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 4,539 | $365.6K | 0.05% | +51+1.1% | Added |
| McDonough Capital Management, Inc | 4,525 | $364.5K | 0.34% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,515 | $363.7K | 0.06% | +411+10.0% | Added |
| Advisors Capital Management, LLC | 4,477 | $361.0K | 0.01% | −87−1.9% | Reduced |
| Bradley Foster & Sargent Inc | 4,062 | $358.4K | 0.01% | 00.0% | Unchanged |
| 1st Source Bank | 4,427 | $356.6K | 0.02% | +256+6.1% | Added |
| Csenge Advisory Group | 4,375 | $352.4K | 0.02% | −117−2.6% | Reduced |
| Centiva Capital, LP | 4,364 | $351.5K | 0.02% | +4,364 | New |
| Prime Capital Investment Advisors, LLC | 4,360 | $351.2K | 0.01% | −60−1.4% | Reduced |
| Mairs & Power Inc | 4,352 | $350.6K | 0.00% | −362−7.7% | Reduced |
| FORA Capital, LLC | 4,318 | $347.8K | 0.03% | −4,035−48.3% | Reduced |
| Alpha Cubed Investments, LLC | 4,314 | $347.5K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,314 | $347.5K | 0.01% | −1,083−20.1% | Reduced |
| Insight Wealth Strategies, LLC | 4,309 | $347.1K | 0.07% | +38+0.9% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $345.8K | 0.23% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 4,289 | $345.5K | 0.13% | +378+9.7% | Added |
| Tarbox Family Office, Inc. | 4,281 | $344.9K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,313 | $344.0K | 0.01% | +90+2.1% | Added |
| Ethos Financial Group, LLC | 4,259 | $343.0K | 0.09% | −88−2.0% | Reduced |
| Callan Capital, LLC | 4,252 | $342.5K | 0.04% | +1,006+31.0% | Added |
| Agf Management Ltd | 4,242 | $341.7K | 0.00% | +4,242 | New |
| Ziegler Capital Management, LLC | 4,239 | $341.5K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 4,238 | $341.4K | 0.00% | −117,291−96.5% | Reduced |
| Citizens Financial Group Inc | 4,226 | $340.4K | 0.01% | −324−7.1% | Reduced |
| Vident Advisory, LLC | 4,209 | $339.0K | 0.01% | +4,209 | New |
| Financial Advisors Network, Inc. | 4,200 | $338.3K | 0.08% | +4,200 | New |
| Chesapeake Asset Management LLC | 4,175 | $336.3K | 0.33% | +373+9.8% | Added |
| Bridgefront Capital, LLC | 4,153 | $334.5K | 0.23% | +4,153 | New |
| United Capital Financial Advisers, LLC | 4,129 | $332.6K | 0.00% | −540−11.6% | Reduced |
| Transcend Wealth Collective, LLC | 4,114 | $331.4K | 0.03% | +90+2.2% | Added |
| Golden State Equity Partners | 4,091 | $329.5K | 0.09% | +281+7.4% | Added |
| Alhambra Investment Partners LLC | 4,085 | $329.0K | 0.22% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4,084 | $329.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,077 | $328.4K | 0.00% | +4,077 | New |
| Old Mission Investment Co LLC | 4,069 | $327.8K | 0.13% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $327.0K | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 4,059 | $327.0K | 0.04% | +4,059 | New |
| Howe & Rusling Inc | 4,019 | $323.7K | 0.04% | 00.0% | Unchanged |
| Wade G W & Inc | 4,008 | $323.0K | 0.01% | +4,008 | New |
| Private Trust Co NA | 4,007 | $322.8K | 0.04% | −85−2.1% | Reduced |
| Sherbrooke Park Advisers LLC | 3,984 | $320.9K | 0.10% | +3,984 | New |
| Arete Wealth Advisors, LLC | 3,983 | $320.8K | 0.06% | +3,983 | New |
| Bryn Mawr Trust Co | 3,981 | $320.7K | 0.01% | −19−0.5% | Reduced |
| Gradient Investments LLC | 3,979 | $320.5K | 0.01% | +139+3.6% | Added |
| First Foundation Advisors | 3,955 | $318.6K | 0.01% | +3,955 | New |
| Hanson & Doremus Investment Management | 3,947 | $318.0K | 0.07% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 3,940 | $317.4K | 0.04% | −10.0% | Reduced |
| Main Street Financial Solutions, LLC | 3,936 | $317.1K | 0.04% | +48+1.2% | Added |
| Everence Capital Management Inc | 3,940 | $317.0K | 0.02% | +3,940 | New |
| Focus Financial Network, Inc. | 3,916 | $315.4K | 0.02% | −301−7.1% | Reduced |
| Bank of New Hampshire | 3,870 | $311.7K | 0.09% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,855 | $311.0K | 0.03% | +2+0.1% | Added |
| Park National Corp | 3,835 | $308.9K | 0.01% | −153−3.8% | Reduced |
| WealthTrust Axiom LLC | 3,816 | $307.4K | 0.11% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $306.5K | 0.09% | +3,805 | New |
| Blossom Wealth Management | 3,797 | $305.8K | 0.98% | +132+3.6% | Added |
| EP Wealth Advisors, LLC | 3,794 | $305.6K | 0.00% | +980+34.8% | Added |
| Empowered Funds, LLC | 3,777 | $304.2K | 0.01% | +675+21.8% | Added |
| AlphaCore Capital LLC | 3,750 | $302.0K | 0.05% | −174−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,741 | $301.3K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,740 | $301.3K | 0.05% | +3,740 | New |
| Connecticut Wealth Management, LLC | 3,728 | $300.3K | 0.02% | +3,728 | New |
| John G Ullman & Associates Inc | 3,650 | $294.0K | 0.05% | −32−0.9% | Reduced |
| First Heartland Consultants, Inc. | 3,655 | $294.0K | 0.04% | +10.0% | Added |
| Capital Advisors Inc | 3,628 | $292.2K | 0.01% | −113−3.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 3,608 | $290.6K | 0.28% | +14+0.4% | Added |
| Parallel Advisors, LLC | 3,565 | $287.2K | 0.01% | −362−9.2% | Reduced |
| Ropes Wealth Advisors LLC | 3,557 | $286.5K | 0.06% | −1,393−28.1% | Reduced |
| Rehmann Capital Advisory Group | 3,542 | $285.4K | 0.03% | +116+3.4% | Added |
| Quadrant Capital Group LLC | 3,501 | $282.0K | 0.03% | +472+15.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,450 | $277.9K | 0.00% | +200+6.2% | Added |
| GTS Securities LLC | 3,450 | $277.9K | 0.01% | +3,450 | New |
| GPS Wealth Strategies Group, LLC | 3,435 | $276.7K | 0.05% | +244+7.6% | Added |
| Wealthquest Corp | 3,409 | $274.6K | 0.03% | +3,409 | New |
| Planning Center, Inc. | 3,406 | $274.4K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 3,379 | $272.2K | 0.01% | +2,967+720.1% | Added |
| Moody National Bank Trust Division | 3,377 | $272.0K | 0.02% | +209+6.6% | Added |
| Successful Portfolios LLC | 3,367 | $271.2K | 0.24% | −4−0.1% | Reduced |
| Cigna Investments Inc | 3,365 | $271.0K | 0.06% | −430−11.3% | Reduced |
| Pitcairn Co | 3,359 | $270.6K | 0.02% | +242+7.8% | Added |
| J.W. Cole Advisors, Inc. | 3,349 | $269.8K | 0.02% | −793−19.1% | Reduced |
| Qtron Investments LLC | 3,348 | $269.7K | 0.05% | −3,915−53.9% | Reduced |
| Summit Asset Management, LLC | 3,335 | $268.6K | 0.07% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,307 | $266.4K | 0.02% | −33−1.0% | Reduced |
| Bessemer Securities LLC | 3,300 | $266.0K | 0.37% | −1,250−27.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,301 | $265.9K | 0.02% | −151−4.4% | Reduced |
| Centennial Wealth Advisory LLC | 3,273 | $263.7K | 0.14% | −62−1.9% | Reduced |
| Haverford Trust Co | 3,265 | $263.0K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 3,255 | $262.2K | 0.00% | +24+0.7% | Added |
| Umb Bank N A | 3,254 | $262.1K | 0.00% | +164+5.3% | Added |
| Sterling Investment Advisors LLC | 3,250 | $261.8K | 0.17% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,235 | $260.6K | 0.01% | +273+9.2% | Added |
| Blue Chip Partners, Inc. | 3,231 | $260.2K | 0.03% | −388−10.7% | Reduced |
| LGT Financial Advisors LLC | 3,222 | $259.5K | 0.33% | 00.0% | Unchanged |
| Lincoln National Corp | 3,213 | $258.8K | 0.01% | −196−5.7% | Reduced |
| Evexia Wealth LLC | 3,126 | $257.3K | 0.13% | +3,126 | New |
| Financial Advocates Investment Management | 3,172 | $255.5K | 0.02% | −192−5.7% | Reduced |
| BLB&B Advisors, LLC | 3,156 | $254.2K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,148 | $253.6K | 0.17% | −2−0.1% | Reduced |
| Twinbeech Capital LP | 3,148 | $253.6K | 0.00% | +3,148 | New |