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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 2,104 | $210.0K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,109 | $210.0K | 0.09% | +13+0.6% | Added |
| Seven Eight Capital, LP | 2,107 | $210.0K | 0.03% | +2,107 | New |
| Liberty Wealth Management LLC | 2,096 | $209.0K | 0.08% | −398−16.0% | Reduced |
| Old Mission Capital LLC | 2,097 | $209.0K | 0.01% | +2,097 | New |
| WealthShield Partners, LLC | 2,081 | $208.0K | 0.03% | −1,138−35.4% | Reduced |
| L.M. Kohn & Company | 2,081 | $208.0K | 0.08% | +2,081 | New |
| Pathstone Family Office, LLC | 1,939 | $207.0K | 0.00% | −628−24.5% | Reduced |
| Boston Research & Management Inc | 2,082 | $207.0K | 0.06% | 00.0% | Unchanged |
| Shelton Capital Management | 2,060 | $206.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hubard Feinour & Brown Inc | 2,058 | $205.0K | 0.02% | +2,058 | New |
| Day & Ennis, LLC | 2,055 | $205.0K | 0.07% | +2,055 | New |
| Horizon Wealth Management, LLC | 2,040 | $204.0K | 0.06% | +2,040 | New |
| Plotkin Financial Advisors, LLC | 2,042 | $203.8K | 0.14% | +2,042 | New |
| Enterprise Financial Services Corp | 2,036 | $203.0K | 0.03% | −198−8.9% | Reduced |
| IAG Wealth Partners, LLC | 2,033 | $203.0K | 0.06% | −113−5.3% | Reduced |
| Capital Investment Services of America, Inc. | 2,094 | $203.0K | 0.02% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 2,036 | $203.0K | 0.13% | +2,036 | New |
| Machina Capital S.A.S. | 2,026 | $202.0K | 0.44% | +2,026 | New |
| Blossom Wealth Management | 2,021 | $202.0K | 0.91% | +2,021 | New |
| Concord Wealth Partners | 1,951 | $195.0K | 0.05% | +65+3.4% | Added |
| Addison Advisors LLC | 1,930 | $193.0K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,920 | $192.0K | 0.03% | +16+0.8% | Added |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $186.5K | 0.07% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,719 | $172.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $171.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,713 | $171.0K | 0.01% | +246+16.8% | Added |
| Country Trust Bank | 1,705 | $170.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 1,688 | $169.0K | 0.01% | +557+49.2% | Added |
| Clean Yield Group | 1,670 | $167.0K | 0.06% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 1,713 | $166.0K | 0.08% | +1,713 | New |
| Edmond de Rothschild Holding S.A. | 1,650 | $165.0K | 0.00% | +440+36.4% | Added |
| JNBA Financial Advisors | 1,632 | $163.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $159.0K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,574 | $157.0K | 0.02% | −225−12.5% | Reduced |
| Proequities, Inc. | 1,525 | $152.0K | 0.01% | +13+0.9% | Added |
| Laffer Tengler Investments | 1,424 | $142.1K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 1,420 | $142.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $137.0K | 0.00% | −5,355−79.5% | Reduced |
| Private Capital Group, LLC | 1,347 | $134.0K | 0.03% | −13−1.0% | Reduced |
| Financial Perspectives, Inc | 1,338 | $133.5K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,280 | $128.0K | 0.03% | −173−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,265 | $126.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,262 | $126.0K | 0.02% | +367+41.0% | Added |
| Whittier Trust Co | 1,256 | $125.0K | 0.00% | −1,970−61.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $125.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,224 | $122.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,175 | $117.0K | 0.08% | +531+82.5% | Added |
| BerganKDV Wealth Management, LLC | 1,159 | $116.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,101 | $110.0K | 0.02% | −3−0.3% | Reduced |
| Hexagon Capital Partners LLC | 1,061 | $106.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,032 | $103.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,024 | $102.2K | 0.00% | −462−31.1% | Reduced |
| DuPont Capital Management Corp | 1,003 | $100.0K | 0.00% | −241−19.4% | Reduced |
| TFC Financial Management | 1,000 | $100.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $98.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 912 | $91.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 904 | $90.0K | 0.03% | +412+83.7% | Added |
| Stonebridge Capital Advisors LLC | 896 | $89.0K | 0.01% | +2+0.2% | Added |
| Future Financial Wealth Managment LLC | 864 | $86.0K | 0.07% | −40−4.4% | Reduced |
| Boit C F David | 867 | $84.0K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 838 | $84.0K | 0.01% | −1−0.1% | Reduced |
| Alaska Permanent Fund Corp | 841 | $84.0K | 0.00% | +332+65.2% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $80.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 776 | $77.0K | 0.02% | −44−5.4% | Reduced |
| Pflug Koory, LLC | 760 | $76.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 757 | $76.0K | 0.00% | +13+1.7% | Added |
| Money Concepts Capital Corp | 762 | $76.0K | 0.00% | +762 | New |
| Carolinas Wealth Consulting LLC | 755 | $75.0K | 0.02% | −151−16.7% | Reduced |
| Independence Bank of Kentucky | 756 | $75.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 711 | $71.0K | 0.01% | +4+0.6% | Added |
| Quent Capital, LLC | 697 | $70.0K | 0.01% | +167+31.5% | Added |
| First Horizon Advisors, Inc. | 705 | $70.0K | 0.00% | +172+32.3% | Added |
| AIA Group Ltd | 702 | $70.0K | 0.00% | +361+105.9% | Added |
| Massmutual Trust Co FSB | 696 | $69.0K | 0.00% | −33−4.5% | Reduced |
| Accel Wealth Management | 682 | $69.0K | 0.04% | +100+17.2% | Added |
| High Net Worth Advisory Group LLC | 685 | $68.0K | 0.02% | −350−33.8% | Reduced |
| Operose Advisors LLC | 681 | $68.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 680 | $68.0K | 0.02% | +250+58.1% | Added |
| Zullo Investment Group, Inc. | 666 | $66.0K | 0.03% | +300+82.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $65.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 650 | $64.9K | 0.01% | −1,274−66.2% | Reduced |
| Estate Counselors, LLC | 602 | $60.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $60.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 587 | $59.0K | 0.03% | +21+3.7% | Added |
| Strengthening Families & Communities, LLC | 568 | $57.0K | 0.04% | +4+0.7% | Added |
| Sittner & Nelson, LLC | 563 | $56.0K | 0.03% | −107−16.0% | Reduced |
| Salem Investment Counselors Inc | 558 | $56.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $55.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 514 | $53.5K | 0.00% | +206+66.9% | Added |
| Ancora Advisors, LLC | 528 | $53.0K | 0.00% | −30−5.4% | Reduced |
| EverSource Wealth Advisors, LLC | 506 | $51.0K | 0.01% | −76−13.1% | Reduced |
| Sound Income Strategies, LLC | 512 | $51.0K | 0.01% | +3+0.6% | Added |
| Charter Oak Capital Management, LLC | 492 | $49.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 492 | $49.0K | 0.03% | +2+0.4% | Added |
| Lenox Wealth Advisors, LLC | 465 | $49.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $47.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 459 | $46.0K | 0.04% | +26+6.0% | Added |
| Piscataqua Savings Bank | 459 | $45.0K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $43.0K | 0.01% | 00.0% | Unchanged |