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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 2,000 | $201.0K | 0.03% | +2,000 | New |
| Vista Capital Partners, Inc. | 2,012 | $202.0K | 0.03% | −1,634−44.8% | Reduced |
| Austin Private Wealth, LLC | 2,011 | $202.0K | 0.04% | +2,011 | New |
| Accurate Wealth Management, LLC | 2,017 | $202.0K | 0.11% | +2,017 | New |
| Connecticut Wealth Management, LLC | 2,019 | $203.0K | 0.02% | +2,019 | New |
| Brinker Capital Investments, LLC | 2,038 | $205.0K | 0.00% | −403−16.5% | Reduced |
| Horizon Wealth Management, LLC | 2,040 | $205.0K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,032 | $205.0K | 0.07% | −10.0% | Reduced |
| Blossom Wealth Management | 2,041 | $205.0K | 1.04% | +20+1.0% | Added |
| Plotkin Financial Advisors, LLC | 2,042 | $205.5K | 0.20% | 00.0% | Unchanged |
| Shelton Capital Management | 2,060 | $207.0K | 0.01% | 00.0% | Unchanged |
| Day & Ennis, LLC | 2,055 | $207.0K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,143 | $208.0K | 0.00% | −1,373−39.1% | Reduced |
| Investment Partners, Ltd. | 2,062 | $208.0K | 0.10% | −47−2.2% | Reduced |
| Sentry Investment Management LLC | 2,072 | $209.0K | 0.09% | −403−16.3% | Reduced |
| Boston Research & Management Inc | 2,082 | $209.0K | 0.07% | 00.0% | Unchanged |
| L.M. Kohn & Company | 2,081 | $210.0K | 0.10% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,100 | $211.0K | 0.20% | 00.0% | Unchanged |
| Intrust Bank NA | 2,096 | $211.0K | 0.03% | −67−3.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,104 | $212.0K | 0.09% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,109 | $212.0K | 0.09% | +13+0.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,121 | $213.0K | 0.05% | 00.0% | Unchanged |
| Park National Corp | 2,136 | $215.0K | 0.01% | +10+0.5% | Added |
| Values First Advisors, Inc. | 2,139 | $215.0K | 0.15% | +2,139 | New |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $216.0K | 0.16% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,155 | $217.0K | 0.14% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,169 | $218.0K | 0.03% | −10−0.5% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $218.0K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 2,173 | $219.0K | 0.19% | +2,173 | New |
| Tower Bridge Advisors | 2,185 | $219.9K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,183 | $220.0K | 0.00% | −245−10.1% | Reduced |
| Capital Management Corp | 2,200 | $221.0K | 0.05% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,193 | $221.0K | 0.12% | +10+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,191 | $221.0K | 0.05% | +8+0.4% | Added |
| Bowman & Co S.C. | 2,202 | $222.0K | 0.19% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 2,202 | $222.0K | 0.02% | −2−0.1% | Reduced |
| Strategic Blueprint, LLC | 2,207 | $222.0K | 0.03% | +2,207 | New |
| TSFG, LLC | 2,221 | $224.0K | 0.10% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,240 | $225.0K | 0.11% | −497−18.2% | Reduced |
| Altium Wealth Management LLC | 2,232 | $225.0K | 0.02% | +12+0.5% | Added |
| CFM Wealth Partners LLC | 2,245 | $226.0K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,257 | $227.0K | 0.08% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,277 | $229.0K | 0.02% | −7−0.3% | Reduced |
| Ingalls & Snyder LLC | 2,300 | $231.0K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 2,308 | $232.0K | 0.02% | −529−18.6% | Reduced |
| Axxcess Wealth Management, LLC | 2,306 | $232.0K | 0.02% | +2,306 | New |
| Addison Advisors LLC | 2,330 | $234.0K | 0.14% | +400+20.7% | Added |
| Exchange Capital Management, Inc. | 2,338 | $235.0K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 2,350 | $235.0K | 0.22% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,345 | $236.2K | 0.01% | +406+20.9% | Added |
| Monetary Management Group Inc | 2,350 | $237.0K | 0.07% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,358 | $237.0K | 0.07% | +2,358 | New |
| Well Done, LLC | 2,360 | $238.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 2,379 | $239.0K | 0.00% | −31−1.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $239.0K | 0.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,375 | $239.0K | 0.02% | +60+2.6% | Added |
| Brighton Jones LLC | 2,373 | $239.0K | 0.01% | +71+3.1% | Added |
| Neo Ivy Capital Management | 2,384 | $239.0K | 0.64% | +2,384 | New |
| Tompkins Financial Corp | 2,386 | $240.0K | 0.04% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,387 | $240.0K | 0.16% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,313 | $240.0K | 0.17% | +4+0.2% | Added |
| Birch Hill Investment Advisors LLC | 2,397 | $241.0K | 0.02% | 00.0% | Unchanged |
| LCNB Corp | 2,393 | $241.0K | 0.12% | +120+5.3% | Added |
| Lido Advisors, LLC | 2,412 | $242.0K | 0.01% | +69+2.9% | Added |
| Eudaimonia Partners, LLC | 2,431 | $245.0K | 0.04% | −198−7.5% | Reduced |
| Zeke Capital Advisors, LLC | 2,436 | $245.0K | 0.02% | −22−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,434 | $245.0K | 0.01% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 2,443 | $246.0K | 0.05% | 00.0% | Unchanged |
| Busey Wealth Management | 2,437 | $246.0K | 0.01% | +5+0.2% | Added |
| Barings LLC | 2,447 | $246.0K | 0.01% | +2,447 | New |
| StrategIQ Financial Group, LLC | 2,454 | $247.0K | 0.03% | −611−19.9% | Reduced |
| Executive Wealth Management, LLC | 2,460 | $247.0K | 0.03% | −9−0.4% | Reduced |
| Fulton Bank, N.A. | 2,472 | $249.0K | 0.01% | −53−2.1% | Reduced |
| RWM Asset Management, LLC | 2,483 | $250.0K | 0.06% | +1,221+96.8% | Added |
| OneAscent Wealth Management LLC | 2,509 | $253.0K | 0.13% | +2,509 | New |
| Walter & Keenan Financial Consulting Co | 2,538 | $255.0K | 0.10% | +3+0.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $255.0K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,529 | $255.0K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $256.0K | 0.02% | −600−19.1% | Reduced |
| Waters Parkerson & Co., LLC | 2,544 | $256.0K | 0.02% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,565 | $258.0K | 0.07% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,515 | $258.0K | 0.19% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,582 | $260.0K | 0.03% | −47−1.8% | Reduced |
| Axiom Financial Strategies, LLC | 2,589 | $261.0K | 0.14% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,608 | $262.0K | 0.02% | +197+8.2% | Added |
| SeaCrest Wealth Management, LLC | 2,604 | $262.0K | 0.03% | +204+8.5% | Added |
| Johnson Midwest Financial, LLC | 2,617 | $263.0K | 0.35% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,628 | $264.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $264.0K | 0.19% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,630 | $265.0K | 0.02% | +43+1.7% | Added |
| SkyOak Wealth, LLC | 2,658 | $268.0K | 0.09% | −599−18.4% | Reduced |
| V Wealth Advisors LLC | 2,666 | $268.0K | 0.05% | +2+0.1% | Added |
| IFG Advisors, LLC | 2,670 | $269.0K | 0.14% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $272.0K | 0.05% | −73−2.6% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $272.0K | 0.06% | 00.0% | Unchanged |
| MJP Associates Inc | 2,703 | $272.0K | 0.08% | +71+2.7% | Added |
| Krane Funds Advisors LLC | 2,699 | $272.0K | 0.01% | +2,699 | New |
| Stephens Inc | 2,717 | $273.0K | 0.01% | −275−9.2% | Reduced |
| First Interstate Bank | 2,725 | $274.0K | 0.02% | +2,725 | New |
| KerberRose Wealth Management, LLC | 2,725 | $274.0K | 0.22% | +2,725 | New |