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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 2,723 | $272.0K | 0.05% | 00.0% | Unchanged |
| Cypress Capital Group | 2,736 | $273.0K | 0.03% | −17−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 2,737 | $273.0K | 0.11% | +181+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,741 | $274.0K | 0.00% | +2,741 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $275.0K | 0.07% | −500−15.3% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $275.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,770 | $276.0K | 0.04% | −175−5.9% | Reduced |
| Clarius Group, LLC | 2,844 | $276.0K | 0.02% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,773 | $276.0K | 0.04% | +73+2.7% | Added |
| First Command Bank | 2,770 | $276.0K | 0.04% | +425+18.1% | Added |
| Horizon Investments, LLC | 2,777 | $277.0K | 0.01% | +466+20.2% | Added |
| Strategy Asset Managers LLC | 2,798 | $279.0K | 0.06% | +2,798 | New |
| Reynders McVeigh Capital Management, LLC | 2,810 | $280.0K | 0.02% | −300−9.6% | Reduced |
| Global Retirement Partners, LLC | 2,587 | $280.0K | 0.02% | +2,587 | New |
| HBK Sorce Advisory LLC | 2,820 | $281.0K | 0.02% | −94−3.2% | Reduced |
| Quadrant Capital Group LLC | 2,817 | $281.0K | 0.03% | +277+10.9% | Added |
| MTM Investment Management, LLC | 2,830 | $282.0K | 0.14% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,837 | $283.0K | 0.02% | −350−11.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,843 | $284.0K | 0.17% | −762−21.1% | Reduced |
| Blue Chip Partners, Inc. | 2,846 | $284.0K | 0.04% | +65+2.3% | Added |
| Dowling & Yahnke LLC | 2,862 | $286.0K | 0.01% | +300+11.7% | Added |
| Focus Financial Network, Inc. | 2,884 | $287.9K | 0.02% | +2,884 | New |
| Bremer Bank National Association | 2,893 | $289.0K | 0.05% | −400−12.1% | Reduced |
| BTR Capital Management Inc | 2,892 | $289.0K | 0.04% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,858 | $289.0K | 0.19% | +8+0.3% | Added |
| LMCG Investments, LLC | 2,899 | $289.0K | 0.02% | +2,899 | New |
| Trustmark National Bank Trust Department | 2,923 | $292.0K | 0.02% | −98−3.2% | Reduced |
| Umb Bank N A | 2,926 | $292.0K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,923 | $292.0K | 0.02% | +75+2.6% | Added |
| Kingsbury Capital Investment Advisors LLC | 2,941 | $293.0K | 0.32% | +2,941 | New |
| GSB Wealth Management, LLC | 3,000 | $299.0K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 2,992 | $299.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,014 | $300.8K | 0.10% | +19+0.6% | Added |
| BLB&B Advisors, LLC | 3,011 | $301.0K | 0.02% | −112−3.6% | Reduced |
| Keystone Financial Group | 3,015 | $301.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,018 | $301.0K | 0.01% | +15+0.5% | Added |
| CRA Financial Services, LLC | 3,030 | $302.0K | 0.09% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 3,065 | $306.0K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,101 | $310.0K | 0.03% | +10+0.3% | Added |
| Pitcairn Co | 3,127 | $312.0K | 0.03% | +6+0.2% | Added |
| Carlson Capital Management | 3,133 | $313.0K | 0.03% | −727−18.8% | Reduced |
| Corton Capital Inc. | 3,133 | $313.0K | 0.14% | +3,133 | New |
| Norris Perne & French LLP | 3,142 | $314.0K | 0.03% | −266−7.8% | Reduced |
| Haverford Trust Co | 3,180 | $317.0K | 0.00% | −922−22.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,201 | $319.0K | 0.06% | +5+0.2% | Added |
| Bailard, Inc. | 3,203 | $320.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,221 | $321.0K | 0.03% | +175+5.7% | Added |
| Rehmann Capital Advisory Group | 3,224 | $321.9K | 0.03% | +122+3.9% | Added |
| Simplex Trading, LLC | 3,227 | $322.0K | 0.01% | +1,703+111.7% | Added |
| Sterling Investment Advisors LLC | 3,250 | $324.0K | 0.19% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,255 | $325.0K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,257 | $325.0K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,256 | $325.0K | 0.01% | +907+38.6% | Added |
| Wealthspire Advisors, LLC | 3,279 | $327.0K | 0.01% | −3,301−50.2% | Reduced |
| Duncker Streett & Co Inc | 3,280 | $327.0K | 0.07% | −800−19.6% | Reduced |
| IHT Wealth Management, LLC | 3,311 | $330.0K | 0.03% | −736−18.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,303 | $330.0K | 0.07% | +2+0.1% | Added |
| Ascent Group, LLC | 3,303 | $330.0K | 0.04% | +66+2.0% | Added |
| Siemens Fonds Invest GmbH | 3,319 | $331.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 3,313 | $331.0K | 0.05% | +44+1.3% | Added |
| Equitable Holdings, Inc. | 3,328 | $332.0K | 0.01% | −815−19.7% | Reduced |
| Planning Center, Inc. | 3,361 | $335.0K | 0.96% | +240+7.7% | Added |
| Summit Asset Management, LLC | 3,365 | $336.0K | 0.10% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,379 | $337.0K | 0.11% | +48+1.4% | Added |
| Federated Hermes, Inc. | 3,374 | $337.0K | 0.00% | +147+4.6% | Added |
| Sequoia Financial Advisors, LLC | 3,383 | $337.0K | 0.01% | +969+40.1% | Added |
| First Heartland Consultants, Inc. | 3,401 | $339.0K | 0.05% | −80−2.3% | Reduced |
| Crewe Advisors LLC | 3,400 | $339.0K | 0.07% | +20+0.6% | Added |
| Lewis Capital Management, LLC | 3,410 | $340.0K | 0.39% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,428 | $342.0K | 0.03% | +91+2.7% | Added |
| Lincoln National Corp | 3,447 | $344.0K | 0.01% | −238−6.5% | Reduced |
| WFA Asset Management Corp | 3,489 | $348.2K | 0.23% | +15+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 3,500 | $349.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,516 | $350.0K | 0.00% | −212−5.7% | Reduced |
| Successful Portfolios LLC | 3,502 | $350.0K | 0.20% | 00.0% | Unchanged |
| Mark Stevens | 3,520 | $352.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,525 | $352.0K | 0.02% | +9+0.3% | Added |
| Kovack Advisors, Inc. | 3,528 | $352.0K | 0.04% | +1,182+50.4% | Added |
| Jones Financial Companies LLLP | 3,552 | $355.0K | 0.00% | −606−14.6% | Reduced |
| Parallel Advisors, LLC | 3,551 | $356.0K | 0.01% | −542−13.2% | Reduced |
| Simmons Bank | 3,573 | $356.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,575 | $357.0K | 0.24% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,599 | $359.0K | 0.02% | −57−1.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,595 | $359.0K | 0.05% | +3+0.1% | Added |
| Laurion Capital Management LP | 3,600 | $359.0K | 0.01% | +3,600 | New |
| Capital Advisors Inc | 3,628 | $362.0K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 3,632 | $362.0K | 0.11% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 3,646 | $364.0K | 0.05% | −5,680−60.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $364.0K | 0.07% | −400−9.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,679 | $364.0K | 0.01% | +90+2.5% | Added |
| World Equity Group, Inc. | 3,647 | $364.0K | 0.08% | +3,647 | New |
| John G Ullman & Associates Inc | 3,682 | $368.0K | 0.05% | −68−1.8% | Reduced |
| Sawtooth Solutions, LLC | 3,708 | $370.0K | 0.05% | −1,362−26.9% | Reduced |
| Dynamic Advisor Solutions LLC | 3,731 | $372.0K | 0.03% | −23−0.6% | Reduced |
| Hutner Capital Management Inc | 3,807 | $380.0K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $380.0K | 0.12% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,829 | $382.0K | 0.01% | −22−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 3,832 | $382.0K | 0.19% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,910 | $390.0K | 0.04% | +16+0.4% | Added |
| Rafferty Asset Management, LLC | 3,913 | $391.0K | 0.00% | −3,762−49.0% | Reduced |