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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 1,402 | $113.0K | 0.03% | −20−1.4% | Reduced |
| Motco | 1,386 | $111.6K | 0.01% | −325−19.0% | Reduced |
| JNBA Financial Advisors | 1,382 | $111.3K | 0.01% | +9+0.7% | Added |
| Acadian Asset Management LLC | 1,380 | $111.0K | 0.00% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,378 | $111.0K | 0.01% | −14−1.0% | Reduced |
| Financial Perspectives, Inc | 1,338 | $107.8K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,333 | $107.4K | 0.01% | −34−2.5% | Reduced |
| Quent Capital, LLC | 1,319 | $106.2K | 0.02% | +144+12.3% | Added |
| Hexagon Capital Partners LLC | 1,318 | $106.2K | 0.03% | +25+1.9% | Added |
| Sunbelt Securities, Inc. | 1,179 | $95.0K | 0.01% | −2−0.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,168 | $94.1K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,156 | $93.0K | 0.01% | +6+0.5% | Added |
| Natixis | 1,113 | $89.7K | 0.00% | −9,250−89.3% | Reduced |
| Union Savings Bank | 1,100 | $88.6K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,087 | $87.6K | 0.00% | +52+5.0% | Added |
| First Personal Financial Services | 1,076 | $86.7K | 0.02% | +756+236.2% | Added |
| State of Wyoming | 1,072 | $86.3K | 0.02% | +392+57.6% | Added |
| Headinvest, LLC | 1,119 | $86.2K | 0.02% | +1,119 | New |
| Stonebridge Capital Advisors LLC | 1,068 | $86.0K | 0.01% | −110−9.3% | Reduced |
| Intelligent Financial Strategies | 1,059 | $85.3K | 0.06% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,056 | $85.1K | 0.01% | −35−3.2% | Reduced |
| TFC Financial Management | 1,052 | $84.7K | 0.02% | +40+4.0% | Added |
| Alta Advisers Ltd | 1,000 | $80.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $80.5K | 0.01% | +1,000 | New |
| McCarthy Grittinger Financial Group, LLC | 992 | $79.9K | 0.03% | +221+28.7% | Added |
| Pinnacle Bancorp, Inc. | 982 | $79.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 966 | $77.8K | 0.01% | +111+13.0% | Added |
| Carolinas Wealth Consulting LLC | 16,454 | $76.4K | 0.02% | −31−0.2% | Reduced |
| Atlantic Private Wealth, LLC | 908 | $73.2K | 0.07% | +8+0.9% | Added |
| First Pacific Financial | 902 | $72.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 895 | $72.0K | 0.01% | +11+1.2% | Added |
| Cassady Schiller Wealth Management, LLC | 887 | $71.4K | 0.04% | 00.0% | Unchanged |
| American National Bank | 854 | $68.8K | 0.01% | +854 | New |
| Thompson Siegel & Walmsley LLC | 830 | $67.0K | 0.00% | +30+3.8% | Added |
| NBC Securities, Inc. | 831 | $66.0K | 0.01% | +831 | New |
| Oakworth Capital, Inc. | 809 | $65.2K | 0.01% | −900−52.7% | Reduced |
| Rosenberg Matthew Hamilton | 806 | $64.9K | 0.02% | +110+15.8% | Added |
| Colonial Trust Co | 789 | $63.6K | 0.02% | +76+10.7% | Added |
| Operose Advisors LLC | 777 | $62.6K | 0.02% | +96+14.1% | Added |
| Headlands Technologies LLC | 765 | $61.6K | 0.03% | +760+15,200.0% | Added |
| Independence Bank of Kentucky | 756 | $60.9K | 0.03% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 736 | $59.3K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 720 | $58.0K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $56.4K | 0.01% | −71−9.2% | Reduced |
| Trust Co of Vermont | 654 | $52.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $52.4K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 650 | $52.0K | 0.02% | +6+0.9% | Added |
| Concord Wealth Partners | 644 | $51.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 619 | $49.9K | 0.01% | −1,549−71.4% | Reduced |
| Hollencrest Capital Management | 612 | $49.3K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 587 | $47.3K | 0.00% | +1+0.2% | Added |
| St. Johns Investment Management Company, LLC | 580 | $46.7K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 579 | $46.6K | 0.01% | +4+0.7% | Added |
| Anchor Investment Management, LLC | 578 | $46.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 578 | $46.6K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 566 | $45.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 554 | $45.0K | 0.00% | +5+0.9% | Added |
| Salem Investment Counselors Inc | 558 | $44.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $44.5K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 545 | $44.0K | 0.00% | −973−64.1% | Reduced |
| Horizons Wealth Management | 541 | $43.5K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $43.5K | 0.03% | −60−10.0% | Reduced |
| TD Waterhouse Canada Inc. | 522 | $43.2K | 0.00% | +7+1.4% | Added |
| Deseret Mutual Benefit Administrators | 536 | $43.2K | 0.02% | −24−4.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $42.5K | 0.02% | +527 | New |
| West Tower Group, LLC | 512 | $41.2K | 0.02% | −89−14.8% | Reduced |
| Perritt Capital Management Inc | 500 | $40.3K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 500 | $40.3K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 490 | $39.5K | 0.01% | −132−21.2% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $38.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 476 | $38.3K | 0.02% | +476 | New |
| Authentikos Wealth Advisory, LLC | 467 | $37.6K | 0.04% | +467 | New |
| Washington Trust Co | 461 | $37.1K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $37.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $36.8K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 455 | $36.6K | 0.00% | −104−18.6% | Reduced |
| First Financial Corp | 455 | $36.6K | 0.02% | +455 | New |
| First Horizon Advisors, Inc. | 447 | $36.0K | 0.00% | −234−34.4% | Reduced |
| Essex Investment Management Co LLC | 430 | $34.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 429 | $34.6K | 0.02% | −10−2.3% | Reduced |
| Laurel Wealth Advisors LLC | 426 | $34.3K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 425 | $34.2K | 0.00% | −189−30.8% | Reduced |
| Atticus Wealth Management, LLC | 420 | $33.8K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $33.7K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 411 | $33.1K | 0.00% | +61+17.4% | Added |
| VitalStone Financial, LLC | 371 | $30.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 363 | $29.2K | 0.01% | +29+8.7% | Added |
| Valley National Advisers Inc | 363 | $29.0K | 0.01% | +20+5.8% | Added |
| Tfo-TDC, LLC | 325 | $28.7K | 0.01% | +5+1.6% | Added |
| Trust Co | 338 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $27.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $26.8K | 0.01% | −38−10.2% | Reduced |
| Pinnacle Financial Partners Inc | 328 | $26.4K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $26.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 316 | $25.5K | 0.00% | −31−8.9% | Reduced |
| Raleigh Capital Management Inc. | 302 | $24.3K | 0.01% | +16+5.6% | Added |
| Studio Investment Management LLC | 297 | $23.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 295 | $23.8K | 0.02% | −254−46.3% | Reduced |
| Silvant Capital Management LLC | 290 | $23.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 289 | $23.3K | 0.01% | +1+0.3% | Added |