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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3,921 | $391.0K | 0.02% | +50+1.3% | Added |
| Bank of New Hampshire | 3,918 | $391.0K | 0.10% | +48+1.2% | Added |
| Hanson & Doremus Investment Management | 3,947 | $394.0K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,979 | $397.0K | 0.01% | +474+13.5% | Added |
| Smith, Moore & Co. | 3,986 | $398.0K | 0.05% | +10.0% | Added |
| Meiji Yasuda Life Insurance Co | 4,003 | $400.0K | 0.01% | −3,127−43.9% | Reduced |
| Cypress Capital Management LLC | 4,003 | $400.0K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,037 | $403.0K | 0.02% | +168+4.3% | Added |
| Spire Wealth Management | 4,043 | $404.0K | 0.01% | −3,536−46.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,048 | $404.0K | 0.04% | +251+6.6% | Added |
| FourThought Financial, LLC | 4,057 | $405.0K | 0.05% | −60−1.5% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $405.0K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $406.1K | 0.15% | 00.0% | Unchanged |
| Heritage Trust Co | 4,097 | $409.0K | 0.06% | −345−7.8% | Reduced |
| Toews Corp | 4,100 | $409.0K | 0.07% | +4,100 | New |
| Vaughan David Investments LLC | 4,126 | $412.0K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,126 | $412.0K | 0.01% | +458+12.5% | Added |
| Boston Private Wealth LLC | 4,185 | $418.0K | 0.01% | +141+3.5% | Added |
| Transcend Wealth Collective, LLC | 4,203 | $419.0K | 0.04% | +117+2.9% | Added |
| 1st Source Bank | 4,202 | $420.0K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 4,222 | $421.0K | 0.01% | −442−9.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,215 | $421.0K | 0.15% | +4,215 | New |
| Palladium Partners LLC | 4,225 | $422.0K | 0.02% | +29+0.7% | Added |
| Alhambra Investment Partners LLC | 4,265 | $426.0K | 0.28% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,282 | $427.0K | 0.09% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,287 | $428.0K | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,305 | $430.0K | 0.29% | −32−0.7% | Reduced |
| First Affirmative Financial Network | 4,334 | $433.0K | 0.42% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,340 | $433.0K | 0.01% | +1,382+46.7% | Added |
| Tokio Marine Asset Management Co Ltd | 4,335 | $433.0K | 0.03% | +1,400+47.7% | Added |
| Bryn Mawr Trust Co | 4,349 | $434.0K | 0.02% | −1,438−24.8% | Reduced |
| Citizens Financial Group Inc | 4,364 | $436.0K | 0.02% | +14+0.3% | Added |
| AlphaStar Capital Management, LLC | 4,376 | $437.0K | 0.04% | +4,376 | New |
| Atria Wealth Solutions, Inc. | 4,406 | $440.0K | 0.01% | +4,406 | New |
| Nations Financial Group Inc, | 4,423 | $442.0K | 0.05% | +2,250+103.5% | Added |
| ZWJ Investment Counsel Inc | 4,438 | $443.0K | 0.02% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,472 | $446.0K | 0.02% | −17,440−79.6% | Reduced |
| Bradley Foster & Sargent Inc | 4,466 | $446.0K | 0.01% | +150+3.5% | Added |
| Ameritas Investment Partners, Inc. | 4,483 | $447.0K | 0.02% | +3+0.1% | Added |
| McDonough Capital Management, Inc | 4,500 | $449.0K | 0.39% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 4,500 | $449.1K | 0.12% | −3,003−40.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,508 | $450.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,505 | $450.0K | 0.03% | +27+0.6% | Added |
| CMC Financial Group | 4,464 | $451.0K | 0.50% | 00.0% | Unchanged |
| MAI Capital Management | 4,582 | $457.0K | 0.01% | +2,239+95.6% | Added |
| Douglass Winthrop Advisors, LLC | 4,602 | $459.0K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,604 | $459.0K | 0.11% | +277+6.4% | Added |
| Brandywine Oak Private Wealth LLC | 4,616 | $460.0K | 0.05% | −139−2.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,629 | $462.0K | 0.03% | +24+0.5% | Added |
| Forum Financial Management, LP | 4,661 | $465.0K | 0.02% | −360−7.2% | Reduced |
| Advisors Capital Management, LLC | 4,673 | $466.0K | 0.01% | −7−0.1% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $472.0K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,737 | $473.0K | 0.09% | +75+1.6% | Added |
| Marcum Wealth, LLC | 4,745 | $474.0K | 0.07% | +20+0.4% | Added |
| Summit Global Investments | 4,754 | $475.0K | 0.04% | +4,754 | New |
| Great Valley Advisor Group, Inc. | 4,784 | $477.0K | 0.03% | −25−0.5% | Reduced |
| Clearstead Advisors, LLC | 4,775 | $477.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,791 | $478.0K | 0.01% | +212+4.6% | Added |
| Ipswich Investment Management Co., Inc. | 4,800 | $479.0K | 0.12% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 4,824 | $481.0K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 4,852 | $484.0K | 0.02% | −2,669−35.5% | Reduced |
| Hudock, Inc. | 4,873 | $486.0K | 0.13% | −432−8.1% | Reduced |
| Alpha Cubed Investments, LLC | 4,886 | $488.0K | 0.03% | +531+12.2% | Added |
| We Are One Seven, LLC | 4,943 | $493.0K | 0.05% | +40+0.8% | Added |
| Assetmark, Inc | 4,939 | $493.0K | 0.00% | +2,889+140.9% | Added |
| Wealth Architects, LLC | 4,947 | $494.0K | 0.08% | +20.0% | Added |
| Mirabella Financial Services LLP | 4,980 | $497.0K | 0.06% | −3,973−44.4% | Reduced |
| Metis Global Partners, LLC | 4,991 | $498.0K | 0.06% | +2,236+81.2% | Added |
| Bank Ozk | 5,013 | $500.0K | 0.21% | −8,000−61.5% | Reduced |
| XTX Topco Ltd | 5,006 | $500.0K | 0.22% | +5,006 | New |
| IBM Retirement Fund | 5,034 | $502.0K | 0.07% | −227−4.3% | Reduced |
| Gotham Asset Management, LLC | 5,064 | $505.0K | 0.02% | −8,353−62.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $507.0K | 0.01% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 5,077 | $507.0K | 0.04% | +2,247+79.4% | Added |
| Compton Capital Management Inc | 5,100 | $509.0K | 0.14% | −250−4.7% | Reduced |
| Trust Co of Toledo NA | 5,119 | $511.0K | 0.08% | −200−3.8% | Reduced |
| North Star Asset Management Inc | 5,185 | $518.0K | 0.03% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,211 | $520.0K | 0.32% | +53+1.0% | Added |
| Meeder Asset Management Inc | 5,217 | $521.0K | 0.03% | +5,217 | New |
| Boston Family Office LLC | 5,251 | $524.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,313 | $531.0K | 0.05% | +18+0.3% | Added |
| Brookstone Capital Management | 5,183 | $537.0K | 0.01% | −138−2.6% | Reduced |
| Almanack Investment Partners, LLC. | 5,389 | $538.0K | 0.05% | −177−3.2% | Reduced |
| LVZ Advisors, Inc. | 5,428 | $542.0K | 0.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,440 | $543.0K | 0.02% | −360−6.2% | Reduced |
| ICA Group Wealth Management, LLC | 5,204 | $543.0K | 0.10% | +5,204 | New |
| Fulcrum Asset Management LLP | – | $545.0K | 0.16% | – | – |
| Cigna Investments Inc | 5,505 | $549.0K | 0.07% | −1,544−21.9% | Reduced |
| Northern Oak Wealth Management Inc | 5,513 | $550.0K | 0.07% | −600−9.8% | Reduced |
| Front Barnett Associates LLC | 5,551 | $554.0K | 0.06% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 5,559 | $555.0K | 0.02% | +12+0.2% | Added |
| Courier Capital LLC | 5,570 | $556.0K | 0.06% | −550−9.0% | Reduced |
| Appleton Partners Inc | 5,577 | $557.0K | 0.05% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,345 | $558.0K | 0.03% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,650 | $564.0K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,680 | $567.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5,704 | $569.0K | 0.31% | +71+1.3% | Added |
| Baker Tilly Wealth Management, LLC | 5,707 | $570.0K | 0.06% | −623−9.8% | Reduced |
| McDonald Partners LLC | 5,711 | $570.0K | 0.12% | +5,711 | New |
| West Paces Advisors Inc. | 5,733 | $572.2K | 0.18% | −97−1.7% | Reduced |