Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2022: 1,016 institutions

Value heldQ1 2022: $22.8B

Institutions holding WEC and their total value by quarter
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.

Institutions holding WEC in Q1 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
GW&K Investment Management, LLC	28	$3.00K	0.00%	+28	New
Providence Capital Advisors, LLC	26	$3.00K	0.00%	+26	New
Westside Investment Management, Inc.	22	$2.00K	0.00%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	18	$2.00K	0.00%	00.0%	Unchanged
Schubert & Co	21	$2.00K	0.00%	+3+16.7%	Added
MCF Advisors LLC	25	$2.00K	0.00%	+25	New
Glen Eagle Advisors, LLC	17	$1.70K	0.00%	00.0%	Unchanged
Surevest, LLC	11	$1.00K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	8	$1.00K	0.00%	00.0%	Unchanged
Capstone Investment Advisors, LLC	1	$0	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$0	0.00%	00.0%	Unchanged
Ahrens Investment Partners LLC	1	$0	0.00%	00.0%	Unchanged
CFS Investment Advisory Services, LLC	42,818	$0	0.00%	+42,818	New
Landmark Wealth Management, LLC	450	–	–	+450	New
Swaine & Leidel Wealth Services, LLC	3,831	–	–	+3,831	New
Sofos Investments, Inc.	700	–	–	−76−9.8%	Reduced
London & Capital Asset Management Ltd	0	$0	0.00%	−374,867−100.0%	Sold out
Advisors Asset Management, Inc.	0	$0	0.00%	−91,725−100.0%	Sold out
Beck Bode, LLC	0	$0	0.00%	−88,071−100.0%	Sold out
AMP Capital Investors Ltd	0	$0	0.00%	−60,848−100.0%	Sold out
Capitolis Advisors LLC	0	$0	0.00%	−25,516−100.0%	Sold out
Duality Advisers, LP	0	$0	0.00%	−24,840−100.0%	Sold out
Dynamic Technology Lab Private Ltd	0	$0	0.00%	−18,869−100.0%	Sold out
Sciencast Management LP	0	$0	0.00%	−16,510−100.0%	Sold out
Balyasny Asset Management LLC	0	$0	0.00%	−14,374−100.0%	Sold out
Hudson Bay Capital Management LP	0	$0	0.00%	−13,703−100.0%	Sold out
Wellington Shields Capital Management, LLC	0	$0	0.00%	−11,512−100.0%	Sold out
Worldquant Millennium Advisors LLC	0	$0	0.00%	−10,672−100.0%	Sold out
Flputnam Investment Management Co	0	$0	0.00%	−10,430−100.0%	Sold out
Aveo Capital Partners, LLC	0	$0	0.00%	−10,038−100.0%	Sold out
Moisand Fitzgerald Tamayo, LLC	0	$0	0.00%	−9,890−100.0%	Sold out
Paloma Partners Management Co	0	$0	0.00%	−9,163−100.0%	Sold out
Elm Advisors, LLC	0	$0	0.00%	−6,322−100.0%	Sold out
Independent Financial Group, LLC	0	$0	0.00%	−4,652−100.0%	Sold out
Pluribus Labs, LLC	0	$0	0.00%	−3,836−100.0%	Sold out
Manteio Capital LLC	0	$0	0.00%	−3,792−100.0%	Sold out
Hamilton Capital, LLC	0	$0	0.00%	−3,782−100.0%	Sold out
Ergoteles LLC	0	$0	0.00%	−3,731−100.0%	Sold out
Trexquant Investment LP	0	$0	0.00%	−3,678−100.0%	Sold out
MBB Public Markets I LLC	0	$0	0.00%	−3,478−100.0%	Sold out
Doyle Wealth Management	0	$0	0.00%	−3,073−100.0%	Sold out
CenterStar Asset Management, LLC	0	$0	0.00%	–	Sold out
Capstone Financial Advisors, Inc.	0	$0	0.00%	−2,506−100.0%	Sold out
Financial Counselors Inc	0	$0	0.00%	−2,464−100.0%	Sold out
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	0	$0	0.00%	−2,370−100.0%	Sold out
Kovitz Investment Group Partners, LLC	0	$0	0.00%	−2,447−100.0%	Sold out
Buckingham Strategic Partners	0	$0	0.00%	−2,179−100.0%	Sold out
Kerntke Otto McGlone Wealth Management Group	0	$0	0.00%	−2,159−100.0%	Sold out
Engine No. 1 LLC	0	$0	0.00%	−2,159−100.0%	Sold out
St Germain D J Co Inc	0	$0	0.00%	−2,122−100.0%	Sold out
RMB Capital Management, LLC	0	$0	0.00%	−2,097−100.0%	Sold out
Ford Financial Group, LLC	0	$0	0.00%	−1,285−100.0%	Sold out
CoreCap Advisors, LLC	0	$0	0.00%	−1,271−100.0%	Sold out
Amplius Wealth Advisors, LLC	0	$0	0.00%	−978−100.0%	Sold out
Barrett Asset Management, LLC	0	$0	0.00%	−907−100.0%	Sold out
Rather & Kittrell, Inc.	0	$0	0.00%	−798−100.0%	Sold out
Trust Co of Vermont	0	$0	0.00%	−735−100.0%	Sold out
Total Clarity Wealth Management, Inc.	0	$0	0.00%	−564−100.0%	Sold out
Selective Wealth Management, Inc.	0	$0	0.00%	−500−100.0%	Sold out
Paragon Capital Management Ltd	0	$0	0.00%	−489−100.0%	Sold out
Old North State Trust, LLC	0	$0	0.00%	−464−100.0%	Sold out
Elmwood Wealth Management, Inc.	0	$0	0.00%	−369−100.0%	Sold out
Cassady Schiller Wealth Management, LLC	0	$0	0.00%	−342−100.0%	Sold out
Walleye Trading LLC	0	$0	0.00%	−221−100.0%	Sold out
Eagle Bay Advisors LLC	0	$0	0.00%	−131−100.0%	Sold out
Goodwin Investment Advisory	0	$0	0.00%	−100−100.0%	Sold out
Henrickson Nauta Wealth Advisors, Inc.	0	$0	0.00%	−109−100.0%	Sold out
Comprehensive Financial Consultants Institutional, Inc.	0	$0	0.00%	−107−100.0%	Sold out
Asset Dedication, LLC	0	$0	0.00%	−67−100.0%	Sold out
O'Dell Group, LLC	0	$0	0.00%	−51−100.0%	Sold out
Costello Asset Management, INC	0	$0	0.00%	−50−100.0%	Sold out
Cornerstone Advisory, LLC	0	$0	0.00%	−42−100.0%	Sold out
Standard Family Office LLC	0	$0	0.00%	−41−100.0%	Sold out
Retirement Planning Co of New England, Inc.	0	$0	0.00%	−44−100.0%	Sold out
Atlas Capital Advisors LLC	0	$0	0.00%	−34−100.0%	Sold out
Toth Financial Advisory Corp	0	$0	0.00%	−29−100.0%	Sold out
Arlington Partners LLC	0	$0	0.00%	−34−100.0%	Sold out
True Link Financial Advisors, LLC	0	$0	0.00%	−27−100.0%	Sold out
SRS Capital Advisors, Inc.	0	$0	0.00%	−18−100.0%	Sold out
Signet Financial Management, LLC	0	$0	0.00%	−21−100.0%	Sold out
Core Alternative Capital	0	$0	0.00%	−13−100.0%	Sold out
KB Financial Partners, LLC	0	$0	0.00%	−12−100.0%	Sold out
Tdam USA Inc.	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
MD Financial Management Inc.	–	–	–	–	Not filed
First Midwest Bank Trust Division	–	–	–	–	Not filed
Alley Co LLC	–	–	–	–	Not filed
Legg Mason Asset Management (Japan) Co., Ltd.	–	–	–	–	Not filed
Ascension Asset Management LLC	–	–	–	–	Not filed
Carroll Financial Associates, Inc.	–	–	–	–	Not filed
NEXT Financial Group, Inc	–	–	–	–	Not filed
Reilly Financial Advisors, LLC	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed