Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q1 2022

Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2022. 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: 1,016; +28 vs. Q4 2021
Shares held: 228.9M; −2.85M (−1.2%) vs. Q4 2021
Total value: $22.8B; +$325.2M (+1.4%) vs. Q4 2021
New holders: 94; 365 more added
Sold out: 66; 325 more reduced

11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 1,016 institutions

Value heldQ1 2022: $22.8B

Institutions holding WEC and their total value by quarter
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, Q1 2022

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q4 2021.

Institutions holding WEC in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Capstone Investment Advisors, LLC	1	$0	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$0	0.00%	00.0%	Unchanged
Ahrens Investment Partners LLC	1	$0	0.00%	00.0%	Unchanged
CFS Investment Advisory Services, LLC	42,818	$0	0.00%	+42,818	New
Surevest, LLC	11	$1.00K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	17	$1.70K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	22	$2.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	18	$2.00K	0.00%	00.0%	Unchanged
Schubert & Co	21	$2.00K	0.00%	+3+16.7%	Added
MCF Advisors LLC	25	$2.00K	0.00%	+25	New
Horan Securities, Inc.	29	$3.00K	0.00%	00.0%	Unchanged
Sierra Capital LLC	28	$3.00K	0.00%	+13+86.7%	Added
Loomis Sayles & Co L P	30	$3.00K	0.00%	+30	New
GW&K Investment Management, LLC	28	$3.00K	0.00%	+28	New
Providence Capital Advisors, LLC	26	$3.00K	0.00%	+26	New
Raffa Wealth Management, LLC	40	$3.99K	0.00%	00.0%	Unchanged
Ci Investments Inc.	39	$4.00K	0.00%	−998−96.2%	Reduced
Aua Capital Management, LLC	42	$4.00K	0.00%	00.0%	Unchanged
Cordant, Inc.	36	$4.00K	0.00%	+36	New
Siena Capital LLC	42	$4.00K	0.00%	+42	New
Lazard Asset Management LLC	57	$5.00K	0.00%	−75,610−99.9%	Reduced
Curi Capital	59	$5.00K	0.00%	00.0%	Unchanged
Logan Capital Management Inc	51	$5.00K	0.00%	+18+54.5%	Added
GHP Investment Advisors, Inc.	47	$5.00K	0.00%	+47	New
Northwest Investment Counselors, LLC	50	$5.00K	0.00%	+50	New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	60	$6.00K	0.01%	−210−77.8%	Reduced
Thomas J. Herzfeld Advisors, Inc.	62	$6.00K	0.00%	00.0%	Unchanged
Baystate Wealth Management LLC	63	$6.00K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	61	$6.00K	0.00%	00.0%	Unchanged
Key Financial Inc	61	$6.00K	0.00%	00.0%	Unchanged
Washington Trust Advisors, Inc.	65	$6.00K	0.00%	00.0%	Unchanged
TCWP LLC	63	$6.00K	0.00%	+63	New
Kelly Financial Services LLC	65	$6.49K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	69	$6.98K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	69	$7.00K	0.00%	−75−52.1%	Reduced
Fieldpoint Private Securities, LLC	75	$7.00K	0.00%	00.0%	Unchanged
Cordasco Financial Network	80	$8.00K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	82	$8.00K	0.01%	00.0%	Unchanged
Evoke Wealth, LLC	79	$8.00K	0.00%	+36+83.7%	Added
JFS Wealth Advisors, LLC	76	$8.00K	0.00%	+49+181.5%	Added
Twin Tree Management, LP	85	$8.00K	0.00%	+85	New
Brown Brothers Harriman & Co	103	$10.0K	0.00%	−229−69.0%	Reduced
Vectors Research Management, LLC	100	$10.0K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	100	$10.0K	0.01%	00.0%	Unchanged
Mechanics Financial Corp	100	$10.0K	0.01%	00.0%	Unchanged
Seldon Capital LP	105	$10.0K	0.01%	00.0%	Unchanged
IndexIQ Advisors LLC	101	$10.0K	0.00%	+101	New
Capital Advisory Group Advisory Services, LLC	100	$10.0K	0.00%	+100	New
WR Wealth Planners, LLC	110	$11.0K	0.01%	+110	New
First PREMIER Bank	112	$11.0K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	114	$11.0K	0.00%	00.0%	Unchanged
Baldwin Brothers Inc	125	$12.0K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	116	$12.0K	0.00%	+4+3.6%	Added
Tfo-TDC, LLC	116	$12.0K	0.00%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	116	$12.0K	0.01%	+116	New
Vigilant Capital Management, LLC	134	$13.0K	0.00%	00.0%	Unchanged
Bedel Financial Consulting, Inc.	130	$13.0K	0.00%	00.0%	Unchanged
Coastal Capital Group, Inc.	129	$13.0K	0.00%	+1+0.8%	Added
Clear Street Markets LLC	129	$13.0K	0.00%	+129	New
First Manhattan Co	150	$14.0K	0.00%	00.0%	Unchanged
Retirement Group, LLC	136	$14.0K	0.01%	+27+24.8%	Added
Jackson, Grant Investment Advisers, Inc.	139	$14.0K	0.01%	+139	New
Mascoma Wealth Management LLC	155	$15.0K	0.00%	+30+24.0%	Added
Dark Forest Capital Management LP	155	$15.0K	0.00%	+155	New
Pinnacle Financial Partners Inc	164	$16.0K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	165	$16.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	169	$17.0K	0.00%	−440−72.2%	Reduced
Syverson Strege & Co	165	$17.0K	0.02%	00.0%	Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	196	$19.0K	0.00%	−97−33.1%	Reduced
Sterling Investment Advisors, Ltd.	186	$19.0K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	192	$19.0K	0.01%	+18+10.3%	Added
Washington Trust Co	200	$20.0K	0.00%	−19−8.7%	Reduced
Highlander Capital Management, LLC	200	$20.0K	0.01%	00.0%	Unchanged
NVWM, LLC	200	$20.0K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	203	$20.0K	0.01%	+3+1.5%	Added
Capital Advisors, Ltd. LLC	208	$21.0K	0.00%	+17+8.9%	Added
Lansing Street Advisors	202	$21.0K	0.01%	+202	New
Atticus Wealth Management, LLC	220	$22.0K	0.01%	−200−47.6%	Reduced
Bogart Wealth, LLC	216	$22.0K	0.00%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	240	$24.0K	0.01%	−60−20.0%	Reduced
Central Bank & Trust Co	250	$25.0K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	252	$25.0K	0.00%	+54+27.3%	Added
Princeton Global Asset Management LLC	250	$25.0K	0.01%	+150+150.0%	Added
TCI Wealth Advisors, Inc.	260	$26.0K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	262	$26.0K	0.01%	+46+21.3%	Added
Lindbrook Capital, LLC	274	$27.0K	0.00%	−153−35.8%	Reduced
Versant Capital Management, Inc	269	$27.0K	0.01%	−7−2.5%	Reduced
FinTrust Capital Advisors, LLC	270	$27.0K	0.01%	00.0%	Unchanged
Achmea Investment Management B.V.	262	$27.0K	0.00%	+262	New
Evermay Wealth Management LLC	278	$28.0K	0.00%	00.0%	Unchanged
Webster Bank, N. A.	282	$28.0K	0.00%	00.0%	Unchanged
Graves-Light Private Wealth Management, Inc.	279	$28.0K	0.00%	00.0%	Unchanged
Silvant Capital Management LLC	290	$29.0K	0.01%	00.0%	Unchanged
Professional Financial Advisors, LLC	288	$29.0K	0.01%	00.0%	Unchanged
First Personal Financial Services	320	$32.0K	0.01%	−2−0.6%	Reduced
Peoples Financial Services Corp.	326	$33.0K	0.01%	00.0%	Unchanged
Ulland Investment Advisors, LLC	331	$33.0K	0.02%	00.0%	Unchanged
Arrow Financial Corp	345	$34.0K	0.00%	00.0%	Unchanged
Trust Co	338	$34.0K	0.01%	00.0%	Unchanged