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 |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | 2,040 | $204.0K | 0.06% | +2,040 | New |
| Dixon Hubard Feinour & Brown Inc | 2,058 | $205.0K | 0.02% | +2,058 | New |
| Day & Ennis, LLC | 2,055 | $205.0K | 0.07% | +2,055 | New |
| Shelton Capital Management | 2,060 | $206.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,939 | $207.0K | 0.00% | −628−24.5% | Reduced |
| Boston Research & Management Inc | 2,082 | $207.0K | 0.06% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,081 | $208.0K | 0.03% | −1,138−35.4% | Reduced |
| L.M. Kohn & Company | 2,081 | $208.0K | 0.08% | +2,081 | New |
| Liberty Wealth Management LLC | 2,096 | $209.0K | 0.08% | −398−16.0% | Reduced |
| Old Mission Capital LLC | 2,097 | $209.0K | 0.01% | +2,097 | New |
| Berkshire Asset Management LLC | 2,100 | $210.0K | 0.01% | −30−1.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,104 | $210.0K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,109 | $210.0K | 0.09% | +13+0.6% | Added |
| Seven Eight Capital, LP | 2,107 | $210.0K | 0.03% | +2,107 | New |
| Park National Corp | 2,126 | $212.0K | 0.01% | −100−4.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,121 | $212.0K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,135 | $213.0K | 0.00% | +2,135 | New |
| Intrust Bank NA | 2,163 | $215.0K | 0.03% | −333−13.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $215.0K | 0.13% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,155 | $215.0K | 0.12% | +27+1.3% | Added |
| Thompson Investment Management, Inc. | 2,169 | $216.0K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 2,161 | $216.0K | 0.01% | +2,161 | New |
| Pekin Hardy Strauss, Inc. | 2,179 | $217.0K | 0.03% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,100 | $217.0K | 0.19% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,183 | $218.0K | 0.10% | −181−7.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,183 | $218.0K | 0.04% | +9+0.4% | Added |
| Tower Bridge Advisors | 2,185 | $218.1K | 0.01% | −400−15.5% | Reduced |
| Capital Management Corp | 2,200 | $220.0K | 0.05% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,202 | $220.0K | 0.17% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 2,204 | $220.0K | 0.02% | +2,204 | New |
| Western Wealth Management, LLC | 2,214 | $221.0K | 0.01% | +2,214 | New |
| TSFG, LLC | 2,221 | $222.0K | 0.08% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,220 | $222.0K | 0.01% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,309 | $223.0K | 0.12% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,245 | $224.0K | 0.05% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,257 | $225.0K | 0.07% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,261 | $226.0K | 0.02% | +4+0.2% | Added |
| LCNB Corp | 2,273 | $227.0K | 0.11% | +2,273 | New |
| Osborne Partners Capital Management, LLC | 2,284 | $228.0K | 0.02% | −657−22.3% | Reduced |
| Level Four Advisory Services, LLC | 2,281 | $228.0K | 0.02% | +2,281 | New |
| Brighton Jones LLC | 2,302 | $230.0K | 0.01% | −148−6.0% | Reduced |
| Ingalls & Snyder LLC | 2,300 | $230.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,305 | $230.0K | 0.16% | +132+6.1% | Added |
| CWA Asset Management Group, LLC | 2,315 | $231.0K | 0.02% | +69+3.1% | Added |
| Lido Advisors, LLC | 2,343 | $233.0K | 0.00% | −441−15.8% | Reduced |
| Brown Advisory Securities, LLC | 2,350 | $233.0K | 0.14% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,338 | $233.0K | 0.04% | +25+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 2,324 | $234.0K | 0.00% | +10.0% | Added |
| Monetary Management Group Inc | 2,350 | $235.0K | 0.06% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $236.0K | 0.05% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,370 | $237.0K | 0.07% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $237.0K | 0.04% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,387 | $238.0K | 0.14% | −724−23.3% | Reduced |
| Tompkins Financial Corp | 2,386 | $238.0K | 0.03% | +2,386 | New |
| Aigen Investment Management, LP | 2,392 | $239.0K | 0.04% | −32,817−93.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,397 | $239.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,400 | $240.0K | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,411 | $241.0K | 0.02% | −415−14.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,410 | $241.0K | 0.00% | +275+12.9% | Added |
| Coldstream Capital Management Inc | 2,429 | $242.0K | 0.01% | −541−18.2% | Reduced |
| Busey Wealth Management | 2,432 | $243.0K | 0.01% | −280−10.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,434 | $243.0K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,441 | $244.0K | 0.00% | −118−4.6% | Reduced |
| Synovus Financial Corp | 2,428 | $244.0K | 0.00% | −101−4.0% | Reduced |
| Boenning & Scattergood, Inc. | 2,443 | $244.0K | 0.04% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,452 | $245.0K | 0.04% | −877−26.3% | Reduced |
| WoodTrust Financial Corp | 2,450 | $245.0K | 0.05% | +2,450 | New |
| Executive Wealth Management, LLC | 2,469 | $246.0K | 0.03% | +9+0.4% | Added |
| Delphia (USA) Inc. | 2,461 | $246.0K | 0.18% | +67+2.8% | Added |
| Boston Financial Mangement LLC | 2,468 | $246.0K | 0.01% | +314+14.6% | Added |
| Zeke Capital Advisors, LLC | 2,458 | $246.0K | 0.01% | +2,458 | New |
| Sentry Investment Management LLC | 2,475 | $247.0K | 0.08% | −801−24.5% | Reduced |
| Schechter Investment Advisors, LLC | 2,483 | $248.0K | 0.02% | +2,483 | New |
| National Asset Management, Inc. | 2,518 | $252.0K | 0.01% | −1,823−42.0% | Reduced |
| HRT Financial LP | 2,530 | $252.0K | 0.00% | −950−27.3% | Reduced |
| Fulton Bank, N.A. | 2,525 | $252.0K | 0.01% | −73−2.8% | Reduced |
| Isthmus Partners, LLC | 2,529 | $252.0K | 0.04% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,535 | $253.0K | 0.09% | −247−8.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $253.0K | 0.07% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,544 | $254.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 2,527 | $254.0K | 0.18% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,515 | $254.0K | 0.17% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,557 | $255.0K | 0.02% | −36−1.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,565 | $256.0K | 0.06% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,589 | $260.0K | 0.13% | −27−1.0% | Reduced |
| Johnson Midwest Financial, LLC | 2,617 | $261.0K | 0.37% | +2,401+1,111.6% | Added |
| Principle Wealth Partners LLC | 2,629 | $262.0K | 0.03% | −52−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $262.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $262.0K | 0.17% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,629 | $262.0K | 0.04% | +2,629 | New |
| MJP Associates Inc | 2,632 | $263.0K | 0.07% | −46−1.7% | Reduced |
| MBE Wealth Management, LLC | 2,641 | $264.0K | 0.16% | +512+24.0% | Added |
| V Wealth Advisors LLC | 2,664 | $265.0K | 0.04% | +27+1.0% | Added |
| IFG Advisors, LLC | 2,670 | $266.0K | 0.12% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,669 | $266.0K | 0.07% | +2,669 | New |
| RSM US Wealth Management LLC | 2,679 | $267.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,700 | $269.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,700 | $269.0K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,714 | $270.0K | 0.07% | −1,506−35.7% | Reduced |
| Allworth Financial LP | 2,728 | $272.0K | 0.00% | 00.0% | Unchanged |