Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q2 2022

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 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: 1,039; +39 vs. Q1 2022
Shares held: 234.8M; +8.06M (+3.6%) vs. Q1 2022
Total value: $23.6B; +$1.06B (+4.7%) vs. Q1 2022
New holders: 106; 393 more added
Sold out: 67; 279 more reduced

16 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 1,039 institutions

Value heldQ2 2022: $23.6B

Institutions holding WEC and their total value by quarter
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, Q2 2022

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2022.

Institutions holding WEC in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dark Forest Capital Management LP	1	$0	0.00%	−154−99.4%	Reduced
Ahrens Investment Partners LLC	1	$0	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	3	$301	0.00%	+3	New
Financial Synergies Wealth Advisors, Inc.	4	$403	0.00%	+4	New
NFJ Investment Group, LLC	13	$1.00K	0.00%	−369,508−100.0%	Reduced
Fieldpoint Private Securities, LLC	10	$1.00K	0.00%	−65−86.7%	Reduced
Siena Capital LLC	6	$1.00K	0.00%	−36−85.7%	Reduced
Surevest, LLC	11	$1.00K	0.00%	00.0%	Unchanged
USA Financial Portformulas Corp	5	$1.00K	0.00%	00.0%	Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP	11	$1.00K	0.00%	+11	New
Whittier Trust Co of Nevada Inc	8	$1.00K	0.00%	+8	New
Cribstone Capital Management, LLC	7	$1.00K	0.00%	+7	New
Glen Eagle Advisors, LLC	17	$1.71K	0.00%	00.0%	Unchanged
Logan Capital Management Inc	18	$2.00K	0.00%	−33−64.7%	Reduced
Loomis Sayles & Co L P	18	$2.00K	0.00%	−12−40.0%	Reduced
Carmichael Hill & Associates, Inc.	18	$2.00K	0.00%	00.0%	Unchanged
Toth Financial Advisory Corp	22	$2.00K	0.00%	+22	New
Horan Securities, Inc.	29	$3.00K	0.00%	00.0%	Unchanged
Sierra Capital LLC	28	$3.00K	0.00%	00.0%	Unchanged
MCF Advisors LLC	25	$3.00K	0.00%	00.0%	Unchanged
Goodman Advisory Group, LLC	31	$3.00K	0.00%	+31	New
Steward Financial Group LLC	38	$3.00K	0.00%	+38	New
Ci Investments Inc.	39	$4.00K	0.00%	00.0%	Unchanged
Aua Capital Management, LLC	42	$4.00K	0.00%	00.0%	Unchanged
Schubert & Co	42	$4.00K	0.00%	+21+100.0%	Added
ClariVest Asset Management LLC	39	$4.00K	0.00%	+39	New
Certified Advisory Corp	35	$4.00K	0.00%	+35	New
Raffa Wealth Management, LLC	40	$4.03K	0.00%	00.0%	Unchanged
Northwest Investment Counselors, LLC	50	$5.00K	0.00%	00.0%	Unchanged
GW&K Investment Management, LLC	51	$5.00K	0.00%	+23+82.1%	Added
SRS Capital Advisors, Inc.	52	$5.00K	0.00%	+52	New
Bell Investment Advisors, Inc	49	$5.00K	0.00%	+49	New
Morton Brown Family Wealth, LLC	48	$5.00K	0.00%	+48	New
Evoke Wealth, LLC	55	$6.00K	0.00%	−24−30.4%	Reduced
Thomas J. Herzfeld Advisors, Inc.	62	$6.00K	0.00%	00.0%	Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	60	$6.00K	0.01%	00.0%	Unchanged
Baystate Wealth Management LLC	64	$6.00K	0.00%	+1+1.6%	Added
McIlrath & Eck, LLC	61	$6.00K	0.00%	00.0%	Unchanged
Key Financial Inc	61	$6.00K	0.00%	00.0%	Unchanged
Curi Capital	60	$6.00K	0.00%	+1+1.7%	Added
Kelly Financial Services LLC	65	$6.54K	0.00%	00.0%	Unchanged
Rockbridge Investment Management, LCC	69	$6.95K	0.00%	00.0%	Unchanged
JJJ Advisors Inc.	69	$7.00K	0.00%	00.0%	Unchanged
Washington Trust Advisors, Inc.	69	$7.00K	0.00%	+4+6.2%	Added
Cordasco Financial Network	80	$8.00K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	82	$8.00K	0.01%	00.0%	Unchanged
Hallmark Capital Management Inc	75	$8.00K	0.00%	+75	New
Urban Wealth Management, LLC	86	$9.00K	0.03%	+86	New
Vectors Research Management, LLC	100	$10.0K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	100	$10.0K	0.01%	00.0%	Unchanged
Mechanics Financial Corp	100	$10.0K	0.01%	00.0%	Unchanged
Eagle Bay Advisors LLC	100	$10.1K	0.01%	+100	New
First PREMIER Bank	112	$11.0K	0.00%	00.0%	Unchanged
Larson Financial Group LLC	114	$11.0K	0.00%	00.0%	Unchanged
Seldon Capital LP	105	$11.0K	0.01%	00.0%	Unchanged
Better Money Decisions, LLC	109	$11.0K	0.01%	+109	New
WR Wealth Planners, LLC	110	$11.1K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	116	$12.0K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	120	$12.0K	0.00%	+44+57.9%	Added
Enterprise Trust & Investment Co	115	$12.0K	0.01%	+115	New
Mascoma Wealth Management LLC	125	$13.0K	0.00%	−30−19.4%	Reduced
Coastal Capital Group, Inc.	130	$13.0K	0.00%	+1+0.8%	Added
Baldwin Brothers Inc	125	$13.0K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	139	$14.0K	0.01%	00.0%	Unchanged
Retirement Group, LLC	136	$14.0K	0.01%	00.0%	Unchanged
Financial Management Professionals, Inc.	144	$14.0K	0.00%	+28+24.1%	Added
Tfo-TDC, LLC	140	$14.0K	0.00%	+24+20.7%	Added
First Manhattan Co	150	$15.0K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	169	$17.0K	0.00%	00.0%	Unchanged
Syverson Strege & Co	165	$17.0K	0.01%	00.0%	Unchanged
Pinnacle Financial Partners Inc	164	$17.0K	0.00%	00.0%	Unchanged
Copeland Capital Management, LLC	165	$17.0K	0.00%	00.0%	Unchanged
EverSource Wealth Advisors, LLC	183	$19.0K	0.00%	−323−63.8%	Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	196	$19.0K	0.00%	00.0%	Unchanged
Sterling Investment Advisors, Ltd.	186	$19.0K	0.01%	00.0%	Unchanged
Prentice Wealth Management LLC	189	$19.0K	0.02%	+189	New
Lansing Street Advisors	203	$20.0K	0.02%	+1+0.5%	Added
Washington Trust Co	200	$20.0K	0.00%	00.0%	Unchanged
Highlander Capital Management, LLC	200	$20.0K	0.01%	00.0%	Unchanged
NVWM, LLC	200	$20.0K	0.01%	00.0%	Unchanged
Disciplined Investments, LLC	196	$20.0K	0.01%	+4+2.1%	Added
Money Concepts Capital Corp	204	$21.0K	0.00%	−558−73.2%	Reduced
Capital Advisors, Ltd. LLC	209	$21.0K	0.00%	+1+0.5%	Added
Chilton Capital Management LLC	205	$21.0K	0.00%	+205	New
Chiron Investment Management, LLC	210	$21.0K	0.00%	+210	New
New Millennium Group LLC	212	$21.0K	0.02%	+212	New
Bogart Wealth, LLC	216	$22.0K	0.00%	00.0%	Unchanged
Central Bank & Trust Co	250	$25.0K	0.01%	00.0%	Unchanged
Princeton Global Asset Management LLC	251	$25.0K	0.01%	+1+0.4%	Added
Brown Brothers Harriman & Co	250	$25.0K	0.00%	+147+142.7%	Added
CoreFirst Bank & Trust	245	$25.0K	0.02%	+245	New
FinTrust Capital Advisors, LLC	270	$26.0K	0.01%	00.0%	Unchanged
Achmea Investment Management B.V.	262	$26.0K	0.00%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	262	$26.0K	0.02%	00.0%	Unchanged
CoreCap Advisors, LLC	256	$26.0K	0.00%	+256	New
Versant Capital Management, Inc	269	$27.0K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	265	$27.0K	0.00%	+13+5.2%	Added
Heritage Financial Services, LLC	269	$27.0K	0.02%	+269	New
Lumature Wealth Partners, LLC	278	$28.0K	0.01%	−134−32.5%	Reduced
Evermay Wealth Management LLC	278	$28.0K	0.01%	00.0%	Unchanged