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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 425 | $43.0K | 0.01% | +87+25.7% | Added |
| Front Row Advisors LLC | 420 | $42.0K | 0.02% | −7−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 417 | $42.0K | 0.01% | +417 | 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 |
| 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 |
| Maryland Capital Advisors Inc. | 393 | $39.0K | 0.03% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 360 | $36.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 345 | $34.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 338 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 343 | $34.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 337 | $34.0K | 0.03% | +337 | New |
| Peoples Financial Services Corp. | 326 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $33.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $32.0K | 0.01% | −2−0.6% | Reduced |
| Silvant Capital Management LLC | 290 | $29.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 288 | $29.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 278 | $28.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $28.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 279 | $28.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 274 | $27.0K | 0.00% | −153−35.8% | Reduced |
| Versant Capital Management, Inc | 269 | $27.0K | 0.01% | −7−2.5% | Reduced |
| FinTrust Capital Advisors, LLC | 270 | $27.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 262 | $27.0K | 0.00% | +262 | New |
| TCI Wealth Advisors, Inc. | 260 | $26.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 262 | $26.0K | 0.01% | +46+21.3% | Added |
| Central Bank & Trust Co | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 252 | $25.0K | 0.00% | +54+27.3% | Added |
| Princeton Global Asset Management LLC | 250 | $25.0K | 0.01% | +150+150.0% | Added |
| GPS Wealth Strategies Group, LLC | 240 | $24.0K | 0.01% | −60−20.0% | Reduced |
| Atticus Wealth Management, LLC | 220 | $22.0K | 0.01% | −200−47.6% | Reduced |
| Bogart Wealth, LLC | 216 | $22.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 208 | $21.0K | 0.00% | +17+8.9% | Added |
| Lansing Street Advisors | 202 | $21.0K | 0.01% | +202 | New |
| Washington Trust Co | 200 | $20.0K | 0.00% | −19−8.7% | Reduced |
| Highlander Capital Management, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 203 | $20.0K | 0.01% | +3+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $19.0K | 0.00% | −97−33.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 186 | $19.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 192 | $19.0K | 0.01% | +18+10.3% | Added |
| Plante Moran Financial Advisors, LLC | 169 | $17.0K | 0.00% | −440−72.2% | Reduced |
| Syverson Strege & Co | 165 | $17.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 164 | $16.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 155 | $15.0K | 0.00% | +30+24.0% | Added |
| Dark Forest Capital Management LP | 155 | $15.0K | 0.00% | +155 | New |
| First Manhattan Co | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 136 | $14.0K | 0.01% | +27+24.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 139 | $14.0K | 0.01% | +139 | New |
| Vigilant Capital Management, LLC | 134 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 130 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 129 | $13.0K | 0.00% | +1+0.8% | Added |
| Clear Street Markets LLC | 129 | $13.0K | 0.00% | +129 | New |
| Baldwin Brothers Inc | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 116 | $12.0K | 0.00% | +4+3.6% | Added |
| Tfo-TDC, LLC | 116 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 116 | $12.0K | 0.01% | +116 | New |
| First PREMIER Bank | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 114 | $11.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 110 | $11.0K | 0.01% | +110 | New |
| Brown Brothers Harriman & Co | 103 | $10.0K | 0.00% | −229−69.0% | Reduced |
| Vectors Research Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 105 | $10.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 101 | $10.0K | 0.00% | +101 | New |
| Capital Advisory Group Advisory Services, LLC | 100 | $10.0K | 0.00% | +100 | New |
| Cordasco Financial Network | 80 | $8.00K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 82 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 79 | $8.00K | 0.00% | +36+83.7% | Added |
| JFS Wealth Advisors, LLC | 76 | $8.00K | 0.00% | +49+181.5% | Added |
| Twin Tree Management, LP | 85 | $8.00K | 0.00% | +85 | New |
| JJJ Advisors Inc. | 69 | $7.00K | 0.00% | −75−52.1% | Reduced |
| Fieldpoint Private Securities, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 69 | $6.98K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 65 | $6.49K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $6.00K | 0.01% | −210−77.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 63 | $6.00K | 0.00% | +63 | New |
| Lazard Asset Management LLC | 57 | $5.00K | 0.00% | −75,610−99.9% | Reduced |
| Curi Capital | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 51 | $5.00K | 0.00% | +18+54.5% | Added |
| GHP Investment Advisors, Inc. | 47 | $5.00K | 0.00% | +47 | New |
| Northwest Investment Counselors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Ci Investments Inc. | 39 | $4.00K | 0.00% | −998−96.2% | Reduced |
| Aua Capital Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 36 | $4.00K | 0.00% | +36 | New |
| Siena Capital LLC | 42 | $4.00K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 40 | $3.99K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 28 | $3.00K | 0.00% | +13+86.7% | Added |
| Loomis Sayles & Co L P | 30 | $3.00K | 0.00% | +30 | New |