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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 5,750 | $574.0K | 0.07% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 5,858 | $585.0K | 0.15% | −765−11.6% | Reduced |
| Banque Pictet & Cie SA | 5,916 | $590.0K | 0.00% | −882−13.0% | Reduced |
| Vantage Financial Partners, LLC | 5,922 | $591.0K | 0.30% | −74−1.2% | Reduced |
| Balentine LLC | 5,930 | $592.0K | 0.02% | +2,323+64.4% | Added |
| Chicago Capital, LLC | 5,965 | $595.0K | 0.03% | −766−11.4% | Reduced |
| Cetera Advisors LLC | 5,984 | $597.0K | 0.01% | +986+19.7% | Added |
| Bridges Investment Management Inc | 6,000 | $599.0K | 0.02% | −700−10.4% | Reduced |
| Empirical Finance, LLC | 6,081 | $607.0K | 0.07% | +674+12.5% | Added |
| Bessemer Group Inc | 6,100 | $609.0K | 0.00% | +2,219+57.2% | Added |
| Buckley Wealth Management, LLC | 6,175 | $616.0K | 0.17% | +1,499+32.1% | Added |
| Tiedemann Advisors, LLC | 6,218 | $621.0K | 0.03% | +58+0.9% | Added |
| Exchange Traded Concepts, LLC | 6,217 | $621.0K | 0.01% | +6,217 | New |
| Raymond James Trust N.A. | 6,272 | $626.0K | 0.02% | +1,040+19.9% | Added |
| Csenge Advisory Group | 6,270 | $626.0K | 0.05% | +2,372+60.9% | Added |
| Aaron Wealth Advisors | 63,179 | $633.0K | 0.01% | +63,179 | New |
| Wedbush Securities Inc | 6,394 | $638.0K | 0.03% | −81−1.3% | Reduced |
| Ti-Trust, Inc | 6,430 | $642.0K | 0.58% | −412−6.0% | Reduced |
| Coastline Trust Co | 6,466 | $645.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 6,485 | $647.0K | 0.39% | +25+0.4% | Added |
| Sigma Planning Corp | 6,497 | $648.0K | 0.02% | −293−4.3% | Reduced |
| Plancorp, LLC | 6,535 | $652.0K | 0.04% | −8−0.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,553 | $654.0K | 0.02% | −1,530−18.9% | Reduced |
| CWM Advisors, LLC | 6,552 | $654.0K | 0.08% | −30−0.5% | Reduced |
| Mather Group, LLC. | 6,582 | $657.0K | 0.01% | +20.0% | Added |
| MPS Loria Financial Planners, LLC | 6,604 | $659.0K | 0.28% | +26+0.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 6,671 | $666.0K | 0.19% | −73−1.1% | Reduced |
| Advisory Services Network, LLC | 6,685 | $667.0K | 0.02% | −799−10.7% | Reduced |
| Chicago Trust Co NA | 6,704 | $669.0K | 0.14% | +215+3.3% | Added |
| JSF Financial, LLC | 6,703 | $669.0K | 0.28% | +6,703 | New |
| Winch Advisory Services, LLC | 6,808 | $679.0K | 0.24% | +23+0.3% | Added |
| Signaturefd, LLC | 6,830 | $682.0K | 0.02% | −218−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 6,928 | $691.0K | 0.01% | −102−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 6,758 | $697.0K | 0.03% | +18+0.3% | Added |
| Wesbanco Bank Inc | 7,008 | $699.0K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,932 | $703.0K | 0.01% | −965−12.2% | Reduced |
| Stephenson National Bank & Trust | 7,084 | $707.0K | 0.42% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,106 | $710.0K | 0.02% | +4,939+227.9% | Added |
| Mairs & Power Inc | 7,119 | $711.0K | 0.01% | +2,675+60.2% | Added |
| Beacon Pointe Advisors, LLC | 7,135 | $712.0K | 0.01% | +4,276+149.6% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $713.0K | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 7,300 | $728.6K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 7,300 | $729.0K | 0.05% | 00.0% | Unchanged |
| Rockland Trust Co | 7,335 | $732.0K | 0.05% | −1,470−16.7% | Reduced |
| Lantz Financial LLC | 7,357 | $734.0K | 0.30% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,377 | $736.3K | 0.03% | −19,353−72.4% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,470 | $746.0K | 0.06% | +10.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,500 | $749.0K | 0.00% | −1,976−20.9% | Reduced |
| Advisors Management Group Inc | 7,626 | $761.0K | 0.26% | −293−3.7% | Reduced |
| Avantax Planning Partners, Inc. | 7,710 | $770.0K | 0.03% | −14,154−64.7% | Reduced |
| Illinois Municipal Retirement Fund | 7,832 | $782.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,840 | $783.0K | 0.04% | −108−1.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $793.0K | 0.05% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,971 | $796.0K | 0.49% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 7,988 | $798.0K | 1.20% | −6,272−44.0% | Reduced |
| Banque Cantonale Vaudoise | 8,023 | $800.0K | 0.03% | −26,555−76.8% | Reduced |
| Greenleaf Trust | 8,013 | $800.0K | 0.01% | −767−8.7% | Reduced |
| Oppenheimer & Co Inc | 8,039 | $802.0K | 0.01% | +254+3.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $814.0K | 0.05% | 00.0% | Unchanged |
| Searle & Co. | 8,200 | $818.0K | 0.30% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,200 | $818.0K | 0.16% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,201 | $818.0K | 0.05% | +46+0.6% | Added |
| Journey Advisory Group, LLC | 8,204 | $819.0K | 0.21% | +2,322+39.5% | Added |
| Moors & Cabot, Inc. | 8,225 | $821.0K | 0.05% | +609+8.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,232 | $822.0K | 0.19% | +8,232 | New |
| Veritable, L.P. | 8,261 | $825.0K | 0.01% | +145+1.8% | Added |
| Caisse de Depot Et Placement du Quebec | 8,289 | $827.0K | 0.00% | −51,179−86.1% | Reduced |
| Eqis Capital Management, Inc. | 8,295 | $828.0K | 0.07% | +572+7.4% | Added |
| Kinneret Advisory, LLC | 8,330 | $831.0K | 0.09% | −10,985−56.9% | Reduced |
| Montag A & Associates Inc | 8,414 | $840.0K | 0.04% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 8,427 | $841.0K | 0.08% | −47,232−84.9% | Reduced |
| Stratos Wealth Advisors, LLC | 8,425 | $841.0K | 0.07% | +22+0.3% | Added |
| Cerity Partners LLC | 8,436 | $842.0K | 0.01% | +6,750+400.4% | Added |
| Snowden Capital Advisors LLC | 8,544 | $852.0K | 0.03% | +7,544+754.4% | Added |
| Ledyard National Bank | 8,619 | $860.0K | 0.09% | +100+1.2% | Added |
| Resources Management Corp | 8,662 | $865.0K | 0.12% | −86−1.0% | Reduced |
| Chelsea Counsel Co | 8,679 | $866.0K | 0.38% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 8,770 | $875.0K | 0.01% | −212−2.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,762 | $875.0K | 0.34% | −170−1.9% | Reduced |
| Cetera Investment Advisers | 8,765 | $875.0K | 0.01% | +923+11.8% | Added |
| Mission Wealth Management, LP | 8,923 | $891.0K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,042 | $902.0K | 0.02% | +6,871+316.5% | Added |
| Gsa Capital Partners LLP | 9,047 | $903.0K | 0.12% | +896+11.0% | Added |
| Credential Qtrade Securities Inc. | 9,091 | $907.4K | 0.06% | +9,091 | New |
| Spinnaker Trust | 9,298 | $928.0K | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,311 | $929.0K | 0.08% | +1,138+13.9% | Added |
| Alley Investment Management Company, LLC | 9,306 | $929.0K | 0.15% | +9,306 | New |
| WNY Asset Management, LLC | 9,418 | $940.0K | 0.29% | +30.0% | Added |
| Legacy Private Trust Co. | 9,423 | $941.0K | 0.07% | −244−2.5% | Reduced |
| D.A. Davidson & Co. | 9,476 | $946.0K | 0.01% | +453+5.0% | Added |
| Carret Asset Management, LLC | 9,500 | $948.0K | 0.11% | 00.0% | Unchanged |
| Fiera Capital Corp | 9,520 | $950.0K | 0.00% | +1,735+22.3% | Added |
| Van Hulzen Asset Management, LLC | 9,534 | $952.0K | 0.10% | 00.0% | Unchanged |
| American Century Companies Inc | 9,729 | $971.0K | 0.00% | −17,741−64.6% | Reduced |
| Apollon Wealth Management, LLC | 9,768 | $975.0K | 0.07% | −634−6.1% | Reduced |
| AGF Investments LLC | 9,796 | $978.0K | 0.08% | +103+1.1% | Added |
| Kesler, Norman & Wride, LLC | 9,838 | $982.0K | 0.22% | +44+0.4% | Added |
| Fiduciary Trust Co | 9,901 | $988.0K | 0.02% | +1,200+13.8% | Added |
| Wealth Alliance | 9,915 | $990.0K | 0.20% | +310+3.2% | Added |
| American State Bank (Iowa) | 9,951 | $993.2K | 0.69% | 00.0% | Unchanged |