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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 343 | $34.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 337 | $34.0K | 0.03% | +337 | New |
| Tilia Fiduciary Partners, Inc. | 360 | $36.0K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 393 | $39.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 400 | $40.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 402 | $40.0K | 0.01% | +22+5.8% | Added |
| Aquatic Capital Management LLC | 400 | $40.0K | 0.06% | +400 | New |
| Credit Agricole S A | 412 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 412 | $41.0K | 0.02% | +96+30.4% | Added |
| Vestor Capital, LLC | 408 | $41.0K | 0.00% | +408 | New |
| Front Row Advisors LLC | 420 | $42.0K | 0.02% | −7−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 417 | $42.0K | 0.01% | +417 | New |
| Essex Investment Management Co LLC | 430 | $43.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 425 | $43.0K | 0.01% | +87+25.7% | Added |
| Piscataqua Savings Bank | 459 | $45.0K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 459 | $46.0K | 0.04% | +26+6.0% | Added |
| SOA Wealth Advisors, LLC. | 480 | $47.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 492 | $49.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 492 | $49.0K | 0.03% | +2+0.4% | Added |
| Lenox Wealth Advisors, LLC | 465 | $49.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 506 | $51.0K | 0.01% | −76−13.1% | Reduced |
| Sound Income Strategies, LLC | 512 | $51.0K | 0.01% | +3+0.6% | Added |
| Ancora Advisors, LLC | 528 | $53.0K | 0.00% | −30−5.4% | Reduced |
| TD Waterhouse Canada Inc. | 514 | $53.5K | 0.00% | +206+66.9% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $55.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 563 | $56.0K | 0.03% | −107−16.0% | Reduced |
| Salem Investment Counselors Inc | 558 | $56.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 568 | $57.0K | 0.04% | +4+0.7% | Added |
| CNB Bank | 587 | $59.0K | 0.03% | +21+3.7% | Added |
| Estate Counselors, LLC | 602 | $60.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $60.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 650 | $64.9K | 0.01% | −1,274−66.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 650 | $65.0K | 0.03% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 666 | $66.0K | 0.03% | +300+82.0% | Added |
| High Net Worth Advisory Group LLC | 685 | $68.0K | 0.02% | −350−33.8% | Reduced |
| Operose Advisors LLC | 681 | $68.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 680 | $68.0K | 0.02% | +250+58.1% | Added |
| Massmutual Trust Co FSB | 696 | $69.0K | 0.00% | −33−4.5% | Reduced |
| Accel Wealth Management | 682 | $69.0K | 0.04% | +100+17.2% | Added |
| Quent Capital, LLC | 697 | $70.0K | 0.01% | +167+31.5% | Added |
| First Horizon Advisors, Inc. | 705 | $70.0K | 0.00% | +172+32.3% | Added |
| AIA Group Ltd | 702 | $70.0K | 0.00% | +361+105.9% | Added |
| Tradewinds Capital Management, LLC | 711 | $71.0K | 0.01% | +4+0.6% | Added |
| Carolinas Wealth Consulting LLC | 755 | $75.0K | 0.02% | −151−16.7% | Reduced |
| Independence Bank of Kentucky | 756 | $75.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 760 | $76.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 757 | $76.0K | 0.00% | +13+1.7% | Added |
| Money Concepts Capital Corp | 762 | $76.0K | 0.00% | +762 | New |
| Prestige Wealth Management Group LLC | 776 | $77.0K | 0.02% | −44−5.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 800 | $80.0K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 867 | $84.0K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 838 | $84.0K | 0.01% | −1−0.1% | Reduced |
| Alaska Permanent Fund Corp | 841 | $84.0K | 0.00% | +332+65.2% | Added |
| Future Financial Wealth Managment LLC | 864 | $86.0K | 0.07% | −40−4.4% | Reduced |
| Stonebridge Capital Advisors LLC | 896 | $89.0K | 0.01% | +2+0.2% | Added |
| Rosenberg Matthew Hamilton | 904 | $90.0K | 0.03% | +412+83.7% | Added |
| Trustcore Financial Services, LLC | 912 | $91.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $98.0K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,003 | $100.0K | 0.00% | −241−19.4% | Reduced |
| TFC Financial Management | 1,000 | $100.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,024 | $102.2K | 0.00% | −462−31.1% | Reduced |
| West Branch Capital LLC | 1,032 | $103.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,061 | $106.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,101 | $110.0K | 0.02% | −3−0.3% | Reduced |
| BerganKDV Wealth Management, LLC | 1,159 | $116.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,175 | $117.0K | 0.08% | +531+82.5% | Added |
| Harbor Investment Advisory, LLC | 1,224 | $122.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 1,256 | $125.0K | 0.00% | −1,970−61.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $125.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,265 | $126.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,262 | $126.0K | 0.02% | +367+41.0% | Added |
| Deseret Mutual Benefit Administrators | 1,280 | $128.0K | 0.03% | −173−11.9% | Reduced |
| Financial Perspectives, Inc | 1,338 | $133.5K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,347 | $134.0K | 0.03% | −13−1.0% | Reduced |
| Acadian Asset Management LLC | 1,380 | $137.0K | 0.00% | −5,355−79.5% | Reduced |
| South State Corp. | 1,420 | $142.0K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,424 | $142.1K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,525 | $152.0K | 0.01% | +13+0.9% | Added |
| Hills Bank & Trust Co | 1,574 | $157.0K | 0.02% | −225−12.5% | Reduced |
| Bray Capital Advisors | 1,592 | $159.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $163.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,650 | $165.0K | 0.00% | +440+36.4% | Added |
| San Luis Wealth Advisors LLC | 1,713 | $166.0K | 0.08% | +1,713 | New |
| Clean Yield Group | 1,670 | $167.0K | 0.06% | 00.0% | Unchanged |
| Covington Capital Management | 1,688 | $169.0K | 0.01% | +557+49.2% | Added |
| Country Trust Bank | 1,705 | $170.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $171.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,713 | $171.0K | 0.01% | +246+16.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,719 | $172.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $186.5K | 0.07% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,920 | $192.0K | 0.03% | +16+0.8% | Added |
| Addison Advisors LLC | 1,930 | $193.0K | 0.11% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,951 | $195.0K | 0.05% | +65+3.4% | Added |
| Machina Capital S.A.S. | 2,026 | $202.0K | 0.44% | +2,026 | New |
| Blossom Wealth Management | 2,021 | $202.0K | 0.91% | +2,021 | New |
| Enterprise Financial Services Corp | 2,036 | $203.0K | 0.03% | −198−8.9% | Reduced |
| IAG Wealth Partners, LLC | 2,033 | $203.0K | 0.06% | −113−5.3% | Reduced |
| Capital Investment Services of America, Inc. | 2,094 | $203.0K | 0.02% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,036 | $203.0K | 0.13% | +2,036 | New |
| Plotkin Financial Advisors, LLC | 2,042 | $203.8K | 0.14% | +2,042 | New |