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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 2,587 | $280.0K | 0.02% | +2,587 | New |
| Strategy Asset Managers LLC | 2,798 | $279.0K | 0.06% | +2,798 | New |
| Horizon Investments, LLC | 2,777 | $277.0K | 0.01% | +466+20.2% | Added |
| First Command Financial Services, Inc. | 2,770 | $276.0K | 0.04% | −175−5.9% | Reduced |
| Clarius Group, LLC | 2,844 | $276.0K | 0.02% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,773 | $276.0K | 0.04% | +73+2.7% | Added |
| First Command Bank | 2,770 | $276.0K | 0.04% | +425+18.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $275.0K | 0.07% | −500−15.3% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $275.0K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 2,741 | $274.0K | 0.00% | +2,741 | New |
| Cypress Capital Group | 2,736 | $273.0K | 0.03% | −17−0.6% | Reduced |
| Fairhaven Wealth Management, LLC | 2,737 | $273.0K | 0.11% | +181+7.1% | Added |
| Allworth Financial LP | 2,728 | $272.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,723 | $272.0K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,714 | $270.0K | 0.07% | −1,506−35.7% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $269.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,700 | $269.0K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,679 | $267.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisors, LLC | 2,670 | $266.0K | 0.12% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,669 | $266.0K | 0.07% | +2,669 | New |
| V Wealth Advisors LLC | 2,664 | $265.0K | 0.04% | +27+1.0% | Added |
| MBE Wealth Management, LLC | 2,641 | $264.0K | 0.16% | +512+24.0% | Added |
| MJP Associates Inc | 2,632 | $263.0K | 0.07% | −46−1.7% | Reduced |
| Principle Wealth Partners LLC | 2,629 | $262.0K | 0.03% | −52−1.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $262.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $262.0K | 0.17% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,629 | $262.0K | 0.04% | +2,629 | New |
| Johnson Midwest Financial, LLC | 2,617 | $261.0K | 0.37% | +2,401+1,111.6% | Added |
| Axiom Financial Strategies, LLC | 2,589 | $260.0K | 0.13% | −27−1.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 2,565 | $256.0K | 0.06% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,557 | $255.0K | 0.02% | −36−1.4% | Reduced |
| Waters Parkerson & Co., LLC | 2,544 | $254.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 2,527 | $254.0K | 0.18% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,515 | $254.0K | 0.17% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,535 | $253.0K | 0.09% | −247−8.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $253.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,518 | $252.0K | 0.01% | −1,823−42.0% | Reduced |
| HRT Financial LP | 2,530 | $252.0K | 0.00% | −950−27.3% | Reduced |
| Fulton Bank, N.A. | 2,525 | $252.0K | 0.01% | −73−2.8% | Reduced |
| Isthmus Partners, LLC | 2,529 | $252.0K | 0.04% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,483 | $248.0K | 0.02% | +2,483 | New |
| Sentry Investment Management LLC | 2,475 | $247.0K | 0.08% | −801−24.5% | Reduced |
| Executive Wealth Management, LLC | 2,469 | $246.0K | 0.03% | +9+0.4% | Added |
| Delphia (USA) Inc. | 2,461 | $246.0K | 0.18% | +67+2.8% | Added |
| Boston Financial Mangement LLC | 2,468 | $246.0K | 0.01% | +314+14.6% | Added |
| Zeke Capital Advisors, LLC | 2,458 | $246.0K | 0.01% | +2,458 | New |
| Ropes Wealth Advisors LLC | 2,452 | $245.0K | 0.04% | −877−26.3% | Reduced |
| WoodTrust Financial Corp | 2,450 | $245.0K | 0.05% | +2,450 | New |
| Brinker Capital Investments, LLC | 2,441 | $244.0K | 0.00% | −118−4.6% | Reduced |
| Synovus Financial Corp | 2,428 | $244.0K | 0.00% | −101−4.0% | Reduced |
| Boenning & Scattergood, Inc. | 2,443 | $244.0K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 2,432 | $243.0K | 0.01% | −280−10.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,434 | $243.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,429 | $242.0K | 0.01% | −541−18.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,411 | $241.0K | 0.02% | −415−14.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,410 | $241.0K | 0.00% | +275+12.9% | Added |
| SeaCrest Wealth Management, LLC | 2,400 | $240.0K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 2,392 | $239.0K | 0.04% | −32,817−93.2% | Reduced |
| Birch Hill Investment Advisors LLC | 2,397 | $239.0K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,387 | $238.0K | 0.14% | −724−23.3% | Reduced |
| Tompkins Financial Corp | 2,386 | $238.0K | 0.03% | +2,386 | New |
| White Pine Capital LLC | 2,370 | $237.0K | 0.07% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $237.0K | 0.04% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $236.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $235.0K | 0.06% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,324 | $234.0K | 0.00% | +10.0% | Added |
| Lido Advisors, LLC | 2,343 | $233.0K | 0.00% | −441−15.8% | Reduced |
| Brown Advisory Securities, LLC | 2,350 | $233.0K | 0.14% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,338 | $233.0K | 0.04% | +25+1.1% | Added |
| CWA Asset Management Group, LLC | 2,315 | $231.0K | 0.02% | +69+3.1% | Added |
| Brighton Jones LLC | 2,302 | $230.0K | 0.01% | −148−6.0% | Reduced |
| Ingalls & Snyder LLC | 2,300 | $230.0K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 2,305 | $230.0K | 0.16% | +132+6.1% | Added |
| Osborne Partners Capital Management, LLC | 2,284 | $228.0K | 0.02% | −657−22.3% | Reduced |
| Level Four Advisory Services, LLC | 2,281 | $228.0K | 0.02% | +2,281 | New |
| LCNB Corp | 2,273 | $227.0K | 0.11% | +2,273 | New |
| J.W. Cole Advisors, Inc. | 2,261 | $226.0K | 0.02% | +4+0.2% | Added |
| Perkins Coie Trust Co | 2,257 | $225.0K | 0.07% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,245 | $224.0K | 0.05% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,309 | $223.0K | 0.12% | 00.0% | Unchanged |
| TSFG, LLC | 2,221 | $222.0K | 0.08% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 2,220 | $222.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 2,214 | $221.0K | 0.01% | +2,214 | New |
| Capital Management Corp | 2,200 | $220.0K | 0.05% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,202 | $220.0K | 0.17% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 2,204 | $220.0K | 0.02% | +2,204 | New |
| Tower Bridge Advisors | 2,185 | $218.1K | 0.01% | −400−15.5% | Reduced |
| Roman Butler Fullerton & Co | 2,183 | $218.0K | 0.10% | −181−7.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,183 | $218.0K | 0.04% | +9+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 2,179 | $217.0K | 0.03% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,100 | $217.0K | 0.19% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,169 | $216.0K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 2,161 | $216.0K | 0.01% | +2,161 | New |
| Intrust Bank NA | 2,163 | $215.0K | 0.03% | −333−13.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $215.0K | 0.13% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,155 | $215.0K | 0.12% | +27+1.3% | Added |
| HB Wealth Management, LLC | 2,135 | $213.0K | 0.00% | +2,135 | New |
| Park National Corp | 2,126 | $212.0K | 0.01% | −100−4.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,121 | $212.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,100 | $210.0K | 0.01% | −30−1.4% | Reduced |