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 |
|---|---|---|---|---|---|
| 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 |
| Buckley Wealth Management, LLC | 6,175 | $616.0K | 0.17% | +1,499+32.1% | Added |
| Bessemer Group Inc | 6,100 | $609.0K | 0.00% | +2,219+57.2% | Added |
| Empirical Finance, LLC | 6,081 | $607.0K | 0.07% | +674+12.5% | Added |
| Bridges Investment Management Inc | 6,000 | $599.0K | 0.02% | −700−10.4% | Reduced |
| Cetera Advisors LLC | 5,984 | $597.0K | 0.01% | +986+19.7% | Added |
| Chicago Capital, LLC | 5,965 | $595.0K | 0.03% | −766−11.4% | Reduced |
| Balentine LLC | 5,930 | $592.0K | 0.02% | +2,323+64.4% | Added |
| Vantage Financial Partners, LLC | 5,922 | $591.0K | 0.30% | −74−1.2% | Reduced |
| Banque Pictet & Cie SA | 5,916 | $590.0K | 0.00% | −882−13.0% | Reduced |
| Old Second National Bank of Aurora | 5,858 | $585.0K | 0.15% | −765−11.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,750 | $574.0K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,733 | $572.2K | 0.18% | −97−1.7% | Reduced |
| 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 |
| Tower View Investment Management & Research LLC | 5,704 | $569.0K | 0.31% | +71+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,680 | $567.0K | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,650 | $564.0K | 0.07% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,345 | $558.0K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,577 | $557.0K | 0.05% | 00.0% | Unchanged |
| Courier Capital LLC | 5,570 | $556.0K | 0.06% | −550−9.0% | Reduced |
| FineMark National Bank & Trust | 5,559 | $555.0K | 0.02% | +12+0.2% | Added |
| Front Barnett Associates LLC | 5,551 | $554.0K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 5,513 | $550.0K | 0.07% | −600−9.8% | Reduced |
| Cigna Investments Inc | 5,505 | $549.0K | 0.07% | −1,544−21.9% | Reduced |
| Fulcrum Asset Management LLP | – | $545.0K | 0.16% | – | – |
| 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 |
| LVZ Advisors, Inc. | 5,428 | $542.0K | 0.08% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,389 | $538.0K | 0.05% | −177−3.2% | Reduced |
| Brookstone Capital Management | 5,183 | $537.0K | 0.01% | −138−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,313 | $531.0K | 0.05% | +18+0.3% | Added |
| Boston Family Office LLC | 5,251 | $524.0K | 0.04% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,217 | $521.0K | 0.03% | +5,217 | New |
| Cerro Pacific Wealth Advisors LLC | 5,211 | $520.0K | 0.32% | +53+1.0% | Added |
| North Star Asset Management Inc | 5,185 | $518.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,119 | $511.0K | 0.08% | −200−3.8% | Reduced |
| Compton Capital Management Inc | 5,100 | $509.0K | 0.14% | −250−4.7% | 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 |
| Gotham Asset Management, LLC | 5,064 | $505.0K | 0.02% | −8,353−62.3% | Reduced |
| IBM Retirement Fund | 5,034 | $502.0K | 0.07% | −227−4.3% | Reduced |
| 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 |
| Metis Global Partners, LLC | 4,991 | $498.0K | 0.06% | +2,236+81.2% | Added |
| Mirabella Financial Services LLP | 4,980 | $497.0K | 0.06% | −3,973−44.4% | Reduced |
| Wealth Architects, LLC | 4,947 | $494.0K | 0.08% | +20.0% | 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 |
| Alpha Cubed Investments, LLC | 4,886 | $488.0K | 0.03% | +531+12.2% | Added |
| Hudock, Inc. | 4,873 | $486.0K | 0.13% | −432−8.1% | Reduced |
| Diversified Trust Co | 4,852 | $484.0K | 0.02% | −2,669−35.5% | Reduced |
| Mill Capital Management, LLC | 4,824 | $481.0K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 4,800 | $479.0K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,791 | $478.0K | 0.01% | +212+4.6% | Added |
| 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 |
| Summit Global Investments | 4,754 | $475.0K | 0.04% | +4,754 | New |
| Marcum Wealth, LLC | 4,745 | $474.0K | 0.07% | +20+0.4% | Added |
| TrinityPoint Wealth, LLC | 4,737 | $473.0K | 0.09% | +75+1.6% | Added |
| LS Investment Advisors, LLC | 4,732 | $472.0K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,673 | $466.0K | 0.01% | −7−0.1% | Reduced |
| Forum Financial Management, LP | 4,661 | $465.0K | 0.02% | −360−7.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,629 | $462.0K | 0.03% | +24+0.5% | Added |
| Brandywine Oak Private Wealth LLC | 4,616 | $460.0K | 0.05% | −139−2.9% | Reduced |
| 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 |
| MAI Capital Management | 4,582 | $457.0K | 0.01% | +2,239+95.6% | Added |
| CMC Financial Group | 4,464 | $451.0K | 0.50% | 00.0% | Unchanged |
| 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 |
| Northstar Asset Management Inc | 4,500 | $449.1K | 0.12% | −3,003−40.0% | Reduced |
| McDonough Capital Management, Inc | 4,500 | $449.0K | 0.39% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,483 | $447.0K | 0.02% | +3+0.1% | Added |
| 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 |
| ZWJ Investment Counsel Inc | 4,438 | $443.0K | 0.02% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,423 | $442.0K | 0.05% | +2,250+103.5% | Added |
| Atria Wealth Solutions, Inc. | 4,406 | $440.0K | 0.01% | +4,406 | New |
| AlphaStar Capital Management, LLC | 4,376 | $437.0K | 0.04% | +4,376 | New |
| Citizens Financial Group Inc | 4,364 | $436.0K | 0.02% | +14+0.3% | Added |
| Bryn Mawr Trust Co | 4,349 | $434.0K | 0.02% | −1,438−24.8% | 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 |
| Carl P. Sherr & Co., LLC | 4,305 | $430.0K | 0.29% | −32−0.7% | Reduced |
| Becker Capital Management Inc | 4,287 | $428.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,282 | $427.0K | 0.09% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,265 | $426.0K | 0.28% | 00.0% | Unchanged |
| Palladium Partners LLC | 4,225 | $422.0K | 0.02% | +29+0.7% | Added |
| 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 |
| 1st Source Bank | 4,202 | $420.0K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,203 | $419.0K | 0.04% | +117+2.9% | Added |
| Boston Private Wealth LLC | 4,185 | $418.0K | 0.01% | +141+3.5% | Added |
| 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 |
| Heritage Trust Co | 4,097 | $409.0K | 0.06% | −345−7.8% | Reduced |
| Toews Corp | 4,100 | $409.0K | 0.07% | +4,100 | New |