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 |
|---|---|---|---|---|---|
| Old Mission Investment Co LLC | 4,069 | $406.1K | 0.15% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,057 | $405.0K | 0.05% | −60−1.5% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $405.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 4,043 | $404.0K | 0.01% | −3,536−46.7% | Reduced |
| Checchi Capital Advisers, LLC | 4,048 | $404.0K | 0.04% | +251+6.6% | Added |
| Resources Investment Advisors, LLC. | 4,037 | $403.0K | 0.02% | +168+4.3% | Added |
| Meiji Yasuda Life Insurance Co | 4,003 | $400.0K | 0.01% | −3,127−43.9% | Reduced |
| Cypress Capital Management LLC | 4,003 | $400.0K | 0.05% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,986 | $398.0K | 0.05% | +10.0% | Added |
| Ieq Capital, LLC | 3,979 | $397.0K | 0.01% | +474+13.5% | Added |
| Hanson & Doremus Investment Management | 3,947 | $394.0K | 0.08% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 3,913 | $391.0K | 0.00% | −3,762−49.0% | Reduced |
| AdvisorNet Financial, Inc | 3,921 | $391.0K | 0.02% | +50+1.3% | Added |
| Bank of New Hampshire | 3,918 | $391.0K | 0.10% | +48+1.2% | Added |
| Wintrust Investments LLC | 3,910 | $390.0K | 0.04% | +16+0.4% | Added |
| Gradient Investments LLC | 3,829 | $382.0K | 0.01% | −22−0.6% | Reduced |
| Midwest Professional Planners, LTD. | 3,832 | $382.0K | 0.19% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 3,807 | $380.0K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $380.0K | 0.12% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,731 | $372.0K | 0.03% | −23−0.6% | Reduced |
| Sawtooth Solutions, LLC | 3,708 | $370.0K | 0.05% | −1,362−26.9% | Reduced |
| John G Ullman & Associates Inc | 3,682 | $368.0K | 0.05% | −68−1.8% | Reduced |
| World Equity Group, Inc. | 3,647 | $364.0K | 0.08% | +3,647 | New |
| Vista Capital Partners, Inc. | 3,646 | $364.0K | 0.05% | −5,680−60.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $364.0K | 0.07% | −400−9.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,679 | $364.0K | 0.01% | +90+2.5% | Added |
| Capital Advisors Inc | 3,628 | $362.0K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 3,632 | $362.0K | 0.11% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,599 | $359.0K | 0.02% | −57−1.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,595 | $359.0K | 0.05% | +3+0.1% | Added |
| Laurion Capital Management LP | 3,600 | $359.0K | 0.01% | +3,600 | New |
| Atlantic Trust, LLC | 3,575 | $357.0K | 0.24% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,551 | $356.0K | 0.01% | −542−13.2% | Reduced |
| Simmons Bank | 3,573 | $356.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,552 | $355.0K | 0.00% | −606−14.6% | Reduced |
| Mark Stevens | 3,520 | $352.0K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,525 | $352.0K | 0.02% | +9+0.3% | Added |
| Kovack Advisors, Inc. | 3,528 | $352.0K | 0.04% | +1,182+50.4% | Added |
| Cresset Asset Management, LLC | 3,516 | $350.0K | 0.00% | −212−5.7% | Reduced |
| Successful Portfolios LLC | 3,502 | $350.0K | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,500 | $349.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,489 | $348.2K | 0.23% | +15+0.4% | Added |
| Lincoln National Corp | 3,447 | $344.0K | 0.01% | −238−6.5% | Reduced |
| Zions Bancorporation, N.A. | 3,428 | $342.0K | 0.03% | +91+2.7% | Added |
| Lewis Capital Management, LLC | 3,410 | $340.0K | 0.39% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,401 | $339.0K | 0.05% | −80−2.3% | Reduced |
| Crewe Advisors LLC | 3,400 | $339.0K | 0.07% | +20+0.6% | Added |
| Centre Asset Management, LLC | 3,379 | $337.0K | 0.11% | +48+1.4% | Added |
| Federated Hermes, Inc. | 3,374 | $337.0K | 0.00% | +147+4.6% | Added |
| Sequoia Financial Advisors, LLC | 3,383 | $337.0K | 0.01% | +969+40.1% | Added |
| Summit Asset Management, LLC | 3,365 | $336.0K | 0.10% | 00.0% | Unchanged |
| Planning Center, Inc. | 3,361 | $335.0K | 0.96% | +240+7.7% | Added |
| Equitable Holdings, Inc. | 3,328 | $332.0K | 0.01% | −815−19.7% | Reduced |
| Siemens Fonds Invest GmbH | 3,319 | $331.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 3,313 | $331.0K | 0.05% | +44+1.3% | Added |
| IHT Wealth Management, LLC | 3,311 | $330.0K | 0.03% | −736−18.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,303 | $330.0K | 0.07% | +2+0.1% | Added |
| Ascent Group, LLC | 3,303 | $330.0K | 0.04% | +66+2.0% | Added |
| Wealthspire Advisors, LLC | 3,279 | $327.0K | 0.01% | −3,301−50.2% | Reduced |
| Duncker Streett & Co Inc | 3,280 | $327.0K | 0.07% | −800−19.6% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $325.0K | 0.05% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,257 | $325.0K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 3,256 | $325.0K | 0.01% | +907+38.6% | Added |
| Sterling Investment Advisors LLC | 3,250 | $324.0K | 0.19% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,227 | $322.0K | 0.01% | +1,703+111.7% | Added |
| Rehmann Capital Advisory Group | 3,224 | $321.9K | 0.03% | +122+3.9% | Added |
| Regal Investment Advisors LLC | 3,221 | $321.0K | 0.03% | +175+5.7% | Added |
| Bailard, Inc. | 3,203 | $320.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,201 | $319.0K | 0.06% | +5+0.2% | Added |
| Haverford Trust Co | 3,180 | $317.0K | 0.00% | −922−22.5% | Reduced |
| Norris Perne & French LLP | 3,142 | $314.0K | 0.03% | −266−7.8% | Reduced |
| Carlson Capital Management | 3,133 | $313.0K | 0.03% | −727−18.8% | Reduced |
| Corton Capital Inc. | 3,133 | $313.0K | 0.14% | +3,133 | New |
| Pitcairn Co | 3,127 | $312.0K | 0.03% | +6+0.2% | Added |
| Capital Asset Advisory Services LLC | 3,101 | $310.0K | 0.03% | +10+0.3% | Added |
| StrategIQ Financial Group, LLC | 3,065 | $306.0K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,030 | $302.0K | 0.09% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,011 | $301.0K | 0.02% | −112−3.6% | Reduced |
| Keystone Financial Group | 3,015 | $301.0K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,018 | $301.0K | 0.01% | +15+0.5% | Added |
| Sutton Wealth Advisors Inc. | 3,014 | $300.8K | 0.10% | +19+0.6% | Added |
| GSB Wealth Management, LLC | 3,000 | $299.0K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 2,992 | $299.0K | 0.00% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 2,941 | $293.0K | 0.32% | +2,941 | New |
| Trustmark National Bank Trust Department | 2,923 | $292.0K | 0.02% | −98−3.2% | Reduced |
| Umb Bank N A | 2,926 | $292.0K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,923 | $292.0K | 0.02% | +75+2.6% | Added |
| Bremer Bank National Association | 2,893 | $289.0K | 0.05% | −400−12.1% | Reduced |
| BTR Capital Management Inc | 2,892 | $289.0K | 0.04% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,858 | $289.0K | 0.19% | +8+0.3% | Added |
| LMCG Investments, LLC | 2,899 | $289.0K | 0.02% | +2,899 | New |
| Focus Financial Network, Inc. | 2,884 | $287.9K | 0.02% | +2,884 | New |
| Dowling & Yahnke LLC | 2,862 | $286.0K | 0.01% | +300+11.7% | Added |
| Hurlow Wealth Management Group, Inc. | 2,843 | $284.0K | 0.17% | −762−21.1% | Reduced |
| Blue Chip Partners, Inc. | 2,846 | $284.0K | 0.04% | +65+2.3% | Added |
| Gladstone Institutional Advisory LLC | 2,837 | $283.0K | 0.02% | −350−11.0% | Reduced |
| MTM Investment Management, LLC | 2,830 | $282.0K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,820 | $281.0K | 0.02% | −94−3.2% | Reduced |
| Quadrant Capital Group LLC | 2,817 | $281.0K | 0.03% | +277+10.9% | Added |
| Reynders McVeigh Capital Management, LLC | 2,810 | $280.0K | 0.02% | −300−9.6% | Reduced |