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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 3,120 | $251.3K | 0.05% | −135−4.1% | Reduced |
| Coldstream Capital Management Inc | 3,117 | $251.1K | 0.01% | −271−8.0% | Reduced |
| Centre Asset Management, LLC | 3,120 | $251.0K | 0.06% | −45−1.4% | Reduced |
| Bank of Stockton | 2,982 | $247.9K | 0.09% | −350−10.5% | Reduced |
| Keystone Financial Group | 3,073 | $247.5K | 0.04% | +28+0.9% | Added |
| Capital Asset Advisory Services LLC | 2,976 | $246.9K | 0.02% | −28−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,051 | $245.8K | 0.02% | +204+7.2% | Added |
| Sandy Spring Bank | 3,047 | $245.4K | 0.01% | −415−12.0% | Reduced |
| Midwest Professional Planners, LTD. | 3,044 | $245.2K | 0.11% | −486−13.8% | Reduced |
| CRA Financial Services, LLC | 3,030 | $244.1K | 0.07% | 00.0% | Unchanged |
| Carlson Capital Management | 3,011 | $242.5K | 0.01% | +168+5.9% | Added |
| Pine Valley Investments Ltd Liability Co | 3,010 | $242.5K | 0.02% | +294+10.8% | Added |
| Axxcess Wealth Management, LLC | 3,002 | $241.8K | 0.01% | +3,002 | New |
| Kerntke Otto McGlone Wealth Management Group | 3,000 | $241.7K | 0.25% | −580−16.2% | Reduced |
| Stephens Inc | 2,998 | $241.5K | 0.00% | +153+5.4% | Added |
| Bremer Bank National Association | 2,993 | $241.1K | 0.05% | −78−2.5% | Reduced |
| NEOS Investment Management LLC | 2,990 | $240.8K | 0.03% | +2,990 | New |
| First Interstate Bank | 2,979 | $240.0K | 0.02% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,966 | $238.9K | 0.25% | +2,966 | New |
| International Assets Investment Management, LLC | 2,941 | $237.0K | 0.03% | +117+4.1% | Added |
| Boston Financial Mangement LLC | 2,939 | $236.7K | 0.01% | −115−3.8% | Reduced |
| Axiom Financial Strategies, LLC | 2,939 | $236.7K | 0.16% | −45−1.5% | Reduced |
| Compass Financial Group, INC | 2,938 | $236.7K | 0.07% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,934 | $236.4K | 0.06% | +59+2.1% | Added |
| HBK Sorce Advisory LLC | 2,934 | $236.3K | 0.01% | +12+0.4% | Added |
| Monograph Wealth Advisors, LLC | 2,931 | $236.1K | 0.05% | +2,931 | New |
| Isthmus Partners, LLC | 2,929 | $235.9K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,927 | $235.8K | 0.02% | −21−0.7% | Reduced |
| Mark Stevens | 2,912 | $234.6K | 0.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,908 | $234.2K | 0.02% | −769−20.9% | Reduced |
| Lodestone Wealth Management LLC | 2,888 | $232.6K | 0.16% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,879 | $231.9K | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,864 | $230.7K | 0.01% | +2,864 | New |
| Atria Wealth Solutions, Inc. | 2,839 | $228.6K | 0.00% | −2,765−49.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $228.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $228.0K | 0.12% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,813 | $226.6K | 0.10% | +2,096+292.3% | Added |
| Hurlow Wealth Management Group, Inc. | 2,792 | $224.9K | 0.10% | 00.0% | Unchanged |
| Capital Investment Services of America, Inc. | 2,786 | $224.4K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,770 | $223.1K | 0.02% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,763 | $222.6K | 0.09% | −106−3.7% | Reduced |
| Western Wealth Management, LLC | 2,745 | $221.1K | 0.02% | +2,745 | New |
| Stevens Capital Management LP | 2,747 | $221.0K | 0.06% | +2,747 | New |
| Gladstone Institutional Advisory LLC | 2,732 | $220.0K | 0.01% | −227−7.7% | Reduced |
| Live Oak Private Wealth LLC | 2,730 | $219.9K | 0.05% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,704 | $217.8K | 0.26% | +10+0.4% | Added |
| Baldwin Investment Management, LLC | 2,704 | $217.8K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,700 | $217.5K | 0.05% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,700 | $217.5K | 0.05% | +2,700 | New |
| Advisor OS, LLC | 2,686 | $216.4K | 0.03% | −10−0.4% | Reduced |
| Duncker Streett & Co Inc | 2,685 | $216.3K | 0.05% | −21−0.8% | Reduced |
| Providence Wealth Advisors, LLC | 2,820 | $216.2K | 0.24% | +9+0.3% | Added |
| MBE Wealth Management, LLC | 2,684 | $216.2K | 0.12% | +22+0.8% | Added |
| Flagship Harbor Advisors, LLC | 2,675 | $215.5K | 0.02% | +87+3.4% | Added |
| IFG Advisors, LLC | 2,670 | $215.1K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,659 | $214.2K | 0.06% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,641 | $212.7K | 0.00% | −233−8.1% | Reduced |
| Connectus Wealth, LLC | 2,638 | $212.5K | 0.00% | −350−11.7% | Reduced |
| Birch Hill Investment Advisors LLC | 2,637 | $212.4K | 0.01% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,633 | $212.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 2,629 | $211.8K | 0.02% | +2+0.1% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $211.7K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,624 | $211.4K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,624 | $211.4K | 0.15% | +7+0.3% | Added |
| Johnson Midwest Financial, LLC | 2,617 | $210.8K | 0.47% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,643 | $210.5K | 0.02% | −343−11.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,572 | $207.2K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 2,570 | $207.0K | 0.06% | −24−0.9% | Reduced |
| Fulton Bank, N.A. | 2,553 | $205.6K | 0.01% | −92−3.5% | Reduced |
| Brighton Jones LLC | 2,550 | $205.4K | 0.01% | −158−5.8% | Reduced |
| Waters Parkerson & Co., LLC | 2,544 | $205.0K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $204.8K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 2,530 | $204.0K | 0.07% | +305+13.7% | Added |
| Jones Financial Companies LLLP | 2,475 | $199.4K | 0.00% | +7+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,457 | $197.9K | 0.01% | +7+0.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,439 | $196.0K | 0.13% | −57−2.3% | Reduced |
| AdvisorNet Financial, Inc | 2,416 | $194.6K | 0.02% | +835+52.8% | Added |
| UniSuper Management Pty Ltd | 2,400 | $193.3K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,385 | $192.1K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $189.3K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,284 | $184.0K | 0.05% | +27+1.2% | Added |
| First Command Advisory Services, Inc. | 2,262 | $182.2K | 0.00% | +2,262 | New |
| TCTC Holdings, LLC | 2,254 | $181.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,179 | $175.5K | 0.03% | +486+28.7% | Added |
| Thompson Investment Management, Inc. | 2,169 | $174.7K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,016 | $162.4K | 0.03% | +19+1.0% | Added |
| Tyler-Stone Wealth Management | 1,995 | $161.0K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,926 | $155.1K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 1,880 | $151.4K | 0.01% | +23+1.2% | Added |
| Sentry Investment Management LLC | 1,832 | $148.0K | 0.07% | −240−11.6% | Reduced |
| Point72 Asset Management, L.P. | 1,795 | $144.6K | 0.00% | +1,795 | New |
| Penserra Capital Management LLC | 1,769 | $142.0K | 0.00% | −277−13.5% | Reduced |
| Massmutual Trust Co FSB | 1,648 | $132.7K | 0.00% | +183+12.5% | Added |
| Brown Brothers Harriman & Co | 1,627 | $131.1K | 0.00% | +1,329+446.0% | Added |
| Park Place Capital Corp | 1,620 | $130.5K | 0.04% | +21+1.3% | Added |
| Bray Capital Advisors | 1,592 | $128.2K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,573 | $126.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,572 | $126.6K | 0.08% | +14+0.9% | Added |
| Clean Yield Group | 1,470 | $121.9K | 0.05% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,424 | $114.7K | 0.03% | 00.0% | Unchanged |