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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 10,921 | $1.09M | 0.00% | +7,179+191.8% | Added |
| North Star Investment Management Corp. | 10,874 | $1.08M | 0.08% | +7+0.1% | Added |
| Oarsman Capital, Inc. | 10,864 | $1.08M | 0.42% | −364−3.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,844 | $1.08M | 0.91% | −133−1.2% | Reduced |
| Hantz Financial Services, Inc. | 10,724 | $1.07M | 0.03% | −10−0.1% | Reduced |
| ICW Investment Advisors LLC | 10,667 | $1.06M | 0.61% | +150+1.4% | Added |
| Central Trust Co | 10,606 | $1.06M | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,588 | $1.06M | 0.02% | +102+1.0% | Added |
| Veriti Management LLC | 10,338 | $1.03M | 0.13% | +3,797+58.0% | Added |
| Brown Capital Management LLC | 10,189 | $1.02M | 0.01% | +90+0.9% | Added |
| IFP Advisors, Inc | 16,104 | $1.01M | 0.01% | +12,231+315.8% | Added |
| SG Americas Securities, LLC | 10,076 | $1.01M | 0.01% | −16,253−61.7% | Reduced |
| Geneos Wealth Management Inc. | 10,066 | $1.00M | 0.04% | +457+4.8% | Added |
| American State Bank (Iowa) | 9,951 | $993.2K | 0.69% | 00.0% | Unchanged |
| Wealth Alliance | 9,915 | $990.0K | 0.20% | +310+3.2% | Added |
| Fiduciary Trust Co | 9,901 | $988.0K | 0.02% | +1,200+13.8% | Added |
| Kesler, Norman & Wride, LLC | 9,838 | $982.0K | 0.22% | +44+0.4% | Added |
| AGF Investments LLC | 9,796 | $978.0K | 0.08% | +103+1.1% | Added |
| Apollon Wealth Management, LLC | 9,768 | $975.0K | 0.07% | −634−6.1% | Reduced |
| American Century Companies Inc | 9,729 | $971.0K | 0.00% | −17,741−64.6% | Reduced |
| Van Hulzen Asset Management, LLC | 9,534 | $952.0K | 0.10% | 00.0% | Unchanged |
| Fiera Capital Corp | 9,520 | $950.0K | 0.00% | +1,735+22.3% | Added |
| Carret Asset Management, LLC | 9,500 | $948.0K | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,476 | $946.0K | 0.01% | +453+5.0% | Added |
| Legacy Private Trust Co. | 9,423 | $941.0K | 0.07% | −244−2.5% | Reduced |
| WNY Asset Management, LLC | 9,418 | $940.0K | 0.29% | +30.0% | Added |
| 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 |
| Spinnaker Trust | 9,298 | $928.0K | 0.06% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 9,091 | $907.4K | 0.06% | +9,091 | New |
| Gsa Capital Partners LLP | 9,047 | $903.0K | 0.12% | +896+11.0% | Added |
| Verition Fund Management LLC | 9,042 | $902.0K | 0.02% | +6,871+316.5% | Added |
| Mission Wealth Management, LP | 8,923 | $891.0K | 0.04% | 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 |
| Chelsea Counsel Co | 8,679 | $866.0K | 0.38% | 00.0% | Unchanged |
| Resources Management Corp | 8,662 | $865.0K | 0.12% | −86−1.0% | Reduced |
| Ledyard National Bank | 8,619 | $860.0K | 0.09% | +100+1.2% | Added |
| Snowden Capital Advisors LLC | 8,544 | $852.0K | 0.03% | +7,544+754.4% | Added |
| Cerity Partners LLC | 8,436 | $842.0K | 0.01% | +6,750+400.4% | Added |
| 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 |
| Montag A & Associates Inc | 8,414 | $840.0K | 0.04% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 8,330 | $831.0K | 0.09% | −10,985−56.9% | Reduced |
| Eqis Capital Management, Inc. | 8,295 | $828.0K | 0.07% | +572+7.4% | Added |
| Caisse de Depot Et Placement du Quebec | 8,289 | $827.0K | 0.00% | −51,179−86.1% | Reduced |
| Veritable, L.P. | 8,261 | $825.0K | 0.01% | +145+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,232 | $822.0K | 0.19% | +8,232 | New |
| Moors & Cabot, Inc. | 8,225 | $821.0K | 0.05% | +609+8.0% | Added |
| Journey Advisory Group, LLC | 8,204 | $819.0K | 0.21% | +2,322+39.5% | Added |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $814.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,039 | $802.0K | 0.01% | +254+3.3% | Added |
| 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 |
| Bruderman Asset Management, LLC | 7,988 | $798.0K | 1.20% | −6,272−44.0% | Reduced |
| Beaton Management Co. Inc. | 7,971 | $796.0K | 0.49% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 7,941 | $793.0K | 0.05% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,840 | $783.0K | 0.04% | −108−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 7,832 | $782.0K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,710 | $770.0K | 0.03% | −14,154−64.7% | Reduced |
| Advisors Management Group Inc | 7,626 | $761.0K | 0.26% | −293−3.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,500 | $749.0K | 0.00% | −1,976−20.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,470 | $746.0K | 0.06% | +10.0% | Added |
| TD Private Client Wealth LLC | 7,377 | $736.3K | 0.03% | −19,353−72.4% | Reduced |
| Lantz Financial LLC | 7,357 | $734.0K | 0.30% | 00.0% | Unchanged |
| Rockland Trust Co | 7,335 | $732.0K | 0.05% | −1,470−16.7% | Reduced |
| Investment House LLC | 7,300 | $729.0K | 0.05% | 00.0% | Unchanged |
| AXA S.A. | 7,300 | $728.6K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,142 | $713.0K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,135 | $712.0K | 0.01% | +4,276+149.6% | Added |
| Mairs & Power Inc | 7,119 | $711.0K | 0.01% | +2,675+60.2% | Added |
| Ballentine Partners, LLC | 7,106 | $710.0K | 0.02% | +4,939+227.9% | Added |
| Stephenson National Bank & Trust | 7,084 | $707.0K | 0.42% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,932 | $703.0K | 0.01% | −965−12.2% | Reduced |
| Wesbanco Bank Inc | 7,008 | $699.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,758 | $697.0K | 0.03% | +18+0.3% | Added |
| Peapack Gladstone Financial Corp | 6,928 | $691.0K | 0.01% | −102−1.5% | Reduced |
| Signaturefd, LLC | 6,830 | $682.0K | 0.02% | −218−3.1% | Reduced |
| Winch Advisory Services, LLC | 6,808 | $679.0K | 0.24% | +23+0.3% | Added |
| 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 |
| Advisory Services Network, LLC | 6,685 | $667.0K | 0.02% | −799−10.7% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 6,671 | $666.0K | 0.19% | −73−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 6,604 | $659.0K | 0.28% | +26+0.4% | Added |
| Mather Group, LLC. | 6,582 | $657.0K | 0.01% | +20.0% | Added |
| 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 |
| Plancorp, LLC | 6,535 | $652.0K | 0.04% | −8−0.1% | Reduced |
| Sigma Planning Corp | 6,497 | $648.0K | 0.02% | −293−4.3% | Reduced |
| City State Bank | 6,485 | $647.0K | 0.39% | +25+0.4% | Added |
| Coastline Trust Co | 6,466 | $645.0K | 0.08% | 00.0% | Unchanged |
| Ti-Trust, Inc | 6,430 | $642.0K | 0.58% | −412−6.0% | Reduced |
| Wedbush Securities Inc | 6,394 | $638.0K | 0.03% | −81−1.3% | Reduced |
| Aaron Wealth Advisors | 63,179 | $633.0K | 0.01% | +63,179 | 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 |