Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2022 vs. Q1 2022

How the institutions holding Wec Energy Group, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of WEC: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders1,016161,039+39
Shares228.9M2.18M234.8M+8.06M (+3.6%)
Value$22.8B$217.8M$23.6B+$1.06B (+4.7%)

16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held Wec Energy Group, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Showing the largest 100 of 106 by value.

Institutions new to WEC in Q2 2022
InstitutionSharesValue% of portfolio
London & Capital Asset Management Ltd369,452$37.2M2.95%
Forsta Ap-Fonden121,400$12.2M0.16%
Advisors Asset Management, Inc.76,948$7.74M0.14%
Intech Investment Management LLC69,342$6.98M0.04%
O'Shaughnessy Asset Management, LLC57,396$5.78M0.11%
Azimuth Capital Investment Management LLC52,039$5.24M0.26%
Global Trust Asset Management, LLC44,142$4.44M2.18%
New York Life Investment Management LLC44,084$4.44M0.05%
Railway Pension Investments Ltd39,500$3.98M0.04%
Natixis31,595$3.18M0.01%
Dana Investment Advisors, Inc.30,568$3.08M0.16%
Cipher Capital LP29,456$2.96M0.67%
Harbour Investments, Inc.28,759$2.89M0.20%
HighPoint Advisor Group LLC24,800$2.51M0.27%
Balyasny Asset Management LLC21,063$2.12M0.01%
Walleye Capital LLC21,000$2.11M0.06%
Bayesian Capital Management, LP17,338$1.75M0.32%
Symmetry Partners, LLC15,507$1.56M0.10%
Natixis Investment Managers International14,896$1.50M0.03%
Worldquant Millennium Advisors LLC14,009$1.41M0.04%
United Services Automobile Association11,550$1.16M0.03%
Waratah Capital Advisors Ltd.11,161$1.12M0.06%
DnB Asset Management AS10,700$1.08M0.01%
Duality Advisers, LP10,165$1.02M0.10%
Moisand Fitzgerald Tamayo, LLC10,038$1.01M0.27%
Hudson Bay Capital Management LP10,000$1.01M0.01%
Moore Capital Management, LP9,600$966.0K0.03%
BKD Wealth Advisors, LLC8,374$843.0K0.03%
Red Cedar Investment Management, LLC7,896$795.0K0.13%
FIL Ltd7,110$716.0K0.00%
NewEdge Wealth, LLC7,006$705.0K0.03%
Gilbert & Cook, Inc.6,659$670.0K0.12%
Ronald Blue Trust, Inc.6,362$635.0K0.01%
B. Riley Wealth Management, Inc.6,007$605.0K0.06%
Raleigh Capital Management Inc.5,925$597.0K0.34%
Woodward Diversified Capital, LLC5,868$591.0K0.45%
Drake & Associates, LLC5,707$574.0K0.32%
Greenfield Savings Bank5,534$557.0K0.37%
Arete Wealth Advisors, LLC5,008$504.0K0.06%
Oak Thistle LLC4,362$439.0K0.85%
Pinnacle Wealth Planning Services, Inc.4,267$429.0K0.08%
Ziegler Capital Management, LLC4,239$427.0K0.02%
West Family Investments, Inc.3,686$371.0K0.15%
Qtron Investments LLC3,633$366.0K0.08%
Boothbay Fund Management, LLC3,626$365.0K0.01%
Ascension Asset Management LLC3,500$352.0K0.26%
Bridgefront Capital, LLC3,460$348.0K0.39%
Alpha Paradigm Partners, LLC3,442$346.0K0.14%
Moody National Bank Trust Division3,433$345.0K0.04%
Kerntke Otto McGlone Wealth Management Group3,418$344.0K0.51%
Blue Barn Wealth, LLC3,137$316.0K0.24%
OneAscent Financial Services LLC3,117$314.0K0.14%
Argent Trust Co3,014$303.0K0.02%
Connectus Wealth, LLC2,988$301.0K0.01%
Quantamental Technologies LLC2,958$298.0K0.14%
First Interstate Bank2,725$274.0K0.02%
KerberRose Wealth Management, LLC2,725$274.0K0.22%
Krane Funds Advisors LLC2,699$272.0K0.01%
OneAscent Wealth Management LLC2,509$253.0K0.13%
Barings LLC2,447$246.0K0.01%
Neo Ivy Capital Management2,384$239.0K0.64%
Financial Advisors Network, Inc.2,358$237.0K0.07%
Axxcess Wealth Management, LLC2,306$232.0K0.02%
Strategic Blueprint, LLC2,207$222.0K0.03%
W Advisors, LLC2,173$219.0K0.19%
Values First Advisors, Inc.2,139$215.0K0.15%
Connecticut Wealth Management, LLC2,019$203.0K0.02%
Austin Private Wealth, LLC2,011$202.0K0.04%
Accurate Wealth Management, LLC2,017$202.0K0.11%
Equitable Trust Co2,000$201.0K0.01%
McGowan Group Asset Management, Inc.2,000$201.0K0.03%
Cary Street Partner Investment Advisory LLC1,099$111.0K0.01%
State of Wyoming877$88.0K0.05%
CX Institutional788$79.0K0.01%
Bangor Savings Bank667$67.0K0.01%
Fairfield, Bush & Co.642$65.0K0.04%
Horizons Wealth Management541$58.0K0.05%
Altshuler Shaham Ltd532$54.0K0.00%
Standard Family Office LLC451$45.0K0.45%
Trust Co of Vermont430$43.0K0.00%
Heritage Financial Services, LLC269$27.0K0.02%
CoreCap Advisors, LLC256$26.0K0.00%
CoreFirst Bank & Trust245$25.0K0.02%
Chilton Capital Management LLC205$21.0K0.00%
Chiron Investment Management, LLC210$21.0K0.00%
New Millennium Group LLC212$21.0K0.02%
Prentice Wealth Management LLC189$19.0K0.02%
Enterprise Trust & Investment Co115$12.0K0.01%
Better Money Decisions, LLC109$11.0K0.01%
Eagle Bay Advisors LLC100$10.1K0.01%
Urban Wealth Management, LLC86$9.00K0.03%
Hallmark Capital Management Inc75$8.00K0.00%
SRS Capital Advisors, Inc.52$5.00K0.00%
Bell Investment Advisors, Inc49$5.00K0.00%
Morton Brown Family Wealth, LLC48$5.00K0.00%
ClariVest Asset Management LLC39$4.00K0.00%
Certified Advisory Corp35$4.00K0.00%
Goodman Advisory Group, LLC31$3.00K0.00%
Steward Financial Group LLC38$3.00K0.00%
Toth Financial Advisory Corp22$2.00K0.00%

Sold out (67)

Institutions that held Wec Energy Group, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of WEC in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Squarepoint Ops LLC111,427$11.1M
ExodusPoint Capital Management, LP110,219$11.0M
Massachusetts Financial Services Co93,763$9.36M
Holocene Advisors, LP85,353$8.52M
Quantbot Technologies LP72,861$7.27M
Cinctive Capital Management LP67,376$6.72M
Mackay Shields LLC44,964$4.49M
Weiss Multi-Strategy Advisers LLC44,267$4.42M
Sante Capital Fund, LP30,447$3.04M
Castellan Group, LLC26,330$2.63M
Regency Capital Management Inc.23,867$2.38M
Schonfeld Strategic Advisors LLC12,300$1.23M
FORA Capital, LLC11,316$1.14M
Stevens Capital Management LP11,322$1.13M
Gsa Capital Partners LLP9,047$903.0K
Caisse de Depot Et Placement du Quebec8,289$827.0K
Y-Intercept (Hong Kong) Ltd8,232$822.0K
Aaron Wealth Advisors63,179$633.0K
Tower View Investment Management & Research LLC5,704$569.0K
Compton Capital Management Inc5,100$509.0K
IBM Retirement Fund5,034$502.0K
XTX Topco Ltd5,006$500.0K
Laurion Capital Management LP3,600$359.0K
Kovack Advisors, Inc.3,528$352.0K
Simplex Trading, LLC3,227$322.0K
Corton Capital Inc.3,133$313.0K
HBK Sorce Advisory LLC2,820$281.0K
Strategy Asset Managers LLC2,798$279.0K
Cypress Capital Group2,736$273.0K
RSM US Wealth Management LLC2,679$267.0K
Freedman Financial Associates, Inc.2,527$254.0K
HRT Financial LP2,530$252.0K
Delphia (USA) Inc.2,461$246.0K
Ropes Wealth Advisors LLC2,452$245.0K
WoodTrust Financial Corp2,450$245.0K
White Pine Capital LLC2,370$237.0K
Level Four Advisory Services, LLC2,281$228.0K
Western Wealth Management, LLC2,214$221.0K
Davis R M Inc2,161$216.0K
Berkshire Asset Management LLC2,100$210.0K
Seven Eight Capital, LP2,107$210.0K
Old Mission Capital LLC2,097$209.0K
WealthShield Partners, LLC2,081$208.0K
Dixon Hubard Feinour & Brown Inc2,058$205.0K
Enterprise Financial Services Corp2,036$203.0K
Integral Investment Advisors, Inc.2,036$203.0K
Machina Capital S.A.S.2,026$202.0K
San Luis Wealth Advisors LLC1,713$166.0K
Edmond de Rothschild Holding S.A.1,650$165.0K
West Branch Capital LLC1,032$103.0K
Future Financial Wealth Managment LLC864$86.0K
Manchester Capital Management LLC838$84.0K
Tradewinds Capital Management, LLC711$71.0K
Fortitude Advisory Group L.L.C.343$34.0K
Vigilant Capital Management, LLC134$13.0K
Bedel Financial Consulting, Inc.130$13.0K
Capital Advisory Group Advisory Services, LLC100$10.0K
Twin Tree Management, LP85$8.00K
TCWP LLC63$6.00K
GHP Investment Advisors, Inc.47$5.00K
Cordant, Inc.36$4.00K
Providence Capital Advisors, LLC26$3.00K
Westside Investment Management, Inc.22$2.00K
PSI Advisors, LLC8$1.00K
Capstone Investment Advisors, LLC1$0
CFS Investment Advisory Services, LLC42,818$0
Landmark Wealth Management, LLC450–

Not filed for Q2 2022 yet (16)

Institutions that held Wec Energy Group, Inc. at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC1,460,556$145.8M
Virginia Retirement Systems Et Al481,100$48.0M
Amalgamated Financial Corp.79,146$7.90M
Azimuth Capital Management LLC48,746$4.87M
People's United Financial, Inc.29,926$2.99M
Legacy Capital Partners, Inc.26,208$2.62M
Teachers Retirement System of the State of Kentucky22,278$2.22M
Susquehanna Fundamental Investments, LLC16,100$1.61M
Dixon Hughes Goodman Wealth Advisors LLC6,671$666.0K
Fulcrum Asset Management LLP–$545.0K
Palladium Partners LLC4,225$422.0K
Boit C F David867$84.0K
Lenox Wealth Advisors, LLC465$49.0K
SJS Investment Consulting Inc.203$20.0K
IndexIQ Advisors LLC101$10.0K
Swaine & Leidel Wealth Services, LLC3,831–