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 |
|---|---|---|---|---|---|
| First Command Bank | 2,752 | $277.0K | 0.04% | −18−0.6% | Reduced |
| First Command Financial Services, Inc. | 2,752 | $277.0K | 0.04% | −18−0.6% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $277.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 2,753 | $277.0K | 0.09% | +53+2.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $278.0K | 0.08% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,765 | $278.0K | 0.01% | +297+12.0% | Added |
| Perigon Wealth Management, LLC | 2,781 | $280.0K | 0.02% | +224+8.8% | Added |
| Hurlow Wealth Management Group, Inc. | 2,843 | $286.0K | 0.16% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,844 | $286.0K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 2,853 | $287.0K | 0.03% | −280−8.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,858 | $288.0K | 0.02% | −65−2.2% | Reduced |
| Providence Wealth Advisors, LLC | 2,866 | $288.0K | 0.21% | +8+0.3% | Added |
| Dowling & Yahnke LLC | 2,875 | $289.0K | 0.01% | +13+0.5% | Added |
| MTM Investment Management, LLC | 2,830 | $290.0K | 0.16% | 00.0% | Unchanged |
| BTR Capital Management Inc | 2,892 | $291.0K | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,893 | $291.0K | 0.06% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,899 | $292.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,905 | $292.0K | 0.06% | +182+6.7% | Added |
| Blue Chip Partners, Inc. | 2,916 | $293.0K | 0.04% | +70+2.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,916 | $293.0K | 0.00% | +175+6.4% | Added |
| BLB&B Advisors, LLC | 2,936 | $295.0K | 0.02% | −75−2.5% | Reduced |
| Umb Bank N A | 2,926 | $295.0K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 2,958 | $298.0K | 0.14% | +2,958 | New |
| Vaughan David Investments LLC | 2,988 | $301.0K | 0.01% | −1,138−27.6% | Reduced |
| Connectus Wealth, LLC | 2,988 | $301.0K | 0.01% | +2,988 | New |
| GSB Wealth Management, LLC | 3,000 | $302.0K | 0.10% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 2,997 | $302.0K | 0.42% | +56+1.9% | Added |
| Coldstream Capital Management Inc | 2,998 | $302.0K | 0.01% | +569+23.4% | Added |
| J.W. Cole Advisors, Inc. | 3,001 | $302.0K | 0.02% | +740+32.7% | Added |
| Keystone Financial Group | 3,015 | $303.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 3,014 | $303.0K | 0.02% | +3,014 | New |
| Sutton Wealth Advisors Inc. | 3,025 | $304.4K | 0.12% | +11+0.4% | Added |
| CRA Financial Services, LLC | 3,030 | $305.0K | 0.10% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,110 | $313.0K | 0.10% | +396+14.6% | Added |
| OneAscent Financial Services LLC | 3,117 | $314.0K | 0.14% | +3,117 | New |
| Quadrant Capital Group LLC | 3,143 | $316.0K | 0.04% | +326+11.6% | Added |
| Blue Barn Wealth, LLC | 3,137 | $316.0K | 0.24% | +3,137 | New |
| MBE Wealth Management, LLC | 3,149 | $317.0K | 0.22% | +508+19.2% | Added |
| Pitcairn Co | 3,173 | $319.0K | 0.03% | +46+1.5% | Added |
| Haverford Trust Co | 3,180 | $320.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,181 | $320.0K | 0.01% | +163+5.4% | Added |
| Parallel Advisors, LLC | 3,185 | $321.0K | 0.01% | −366−10.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,186 | $321.0K | 0.08% | +517+19.4% | Added |
| Schechter Investment Advisors, LLC | 3,201 | $321.0K | 0.03% | +718+28.9% | Added |
| Moneta Group Investment Advisors LLC | 3,200 | $322.0K | 0.01% | −56−1.7% | Reduced |
| Bailard, Inc. | 3,203 | $322.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,196 | $322.0K | 0.07% | −5−0.2% | Reduced |
| First Heartland Consultants, Inc. | 3,231 | $325.0K | 0.05% | −170−5.0% | Reduced |
| Sterling Investment Advisors LLC | 3,250 | $327.0K | 0.22% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 3,258 | $328.0K | 0.00% | −655−16.7% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $328.0K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,264 | $328.5K | 0.04% | +40+1.2% | Added |
| Sequoia Financial Advisors, LLC | 3,266 | $329.0K | 0.01% | −117−3.5% | Reduced |
| Duncker Streett & Co Inc | 3,280 | $330.0K | 0.08% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 3,287 | $331.0K | 0.03% | −76,982−95.9% | Reduced |
| National Asset Management, Inc. | 3,275 | $331.0K | 0.01% | +757+30.1% | Added |
| Inspirion Wealth Advisors, LLC | 3,305 | $333.0K | 0.07% | +2+0.1% | Added |
| IHT Wealth Management, LLC | 3,312 | $333.0K | 0.03% | +10.0% | Added |
| Siemens Fonds Invest GmbH | 3,319 | $334.0K | 0.04% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,333 | $335.0K | 0.09% | −46−1.4% | Reduced |
| Summit Asset Management, LLC | 3,335 | $336.0K | 0.10% | −30−0.9% | Reduced |
| Regal Investment Advisors LLC | 3,335 | $336.0K | 0.03% | +114+3.5% | Added |
| Capital Investment Services of America, Inc. | 3,336 | $336.0K | 0.04% | +1,242+59.3% | Added |
| Lewis Capital Management, LLC | 3,410 | $343.0K | 0.49% | 00.0% | Unchanged |
| Planning Center, Inc. | 3,390 | $343.0K | 0.27% | +29+0.9% | Added |
| Crewe Advisors LLC | 3,415 | $344.0K | 0.08% | +15+0.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,418 | $344.0K | 0.51% | +3,418 | New |
| Lincoln National Corp | 3,426 | $345.0K | 0.01% | −21−0.6% | Reduced |
| Moody National Bank Trust Division | 3,433 | $345.0K | 0.04% | +3,433 | New |
| Alpha Paradigm Partners, LLC | 3,442 | $346.0K | 0.14% | +3,442 | New |
| Successful Portfolios LLC | 3,454 | $348.0K | 0.23% | −48−1.4% | Reduced |
| Bridgefront Capital, LLC | 3,460 | $348.0K | 0.39% | +3,460 | New |
| Williams Jones Wealth Management, LLC. | 3,500 | $352.0K | 0.01% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 3,500 | $352.0K | 0.26% | +3,500 | New |
| WFA Asset Management Corp | 3,501 | $352.4K | 0.25% | +12+0.3% | Added |
| Checchi Capital Advisers, LLC | 3,397 | $353.0K | 0.03% | −651−16.1% | Reduced |
| Zions Bancorporation, N.A. | 3,503 | $353.0K | 0.04% | +75+2.2% | Added |
| Mark Stevens | 3,520 | $354.0K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,533 | $356.0K | 0.03% | +8+0.2% | Added |
| Atlantic Trust, LLC | 3,575 | $360.0K | 0.27% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 3,600 | $362.0K | 0.10% | −1,200−25.0% | Reduced |
| Sandy Spring Bank | 3,599 | $362.0K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,601 | $362.4K | 0.09% | −46−1.3% | Reduced |
| Focus Financial Network, Inc. | 3,606 | $362.9K | 0.03% | +722+25.0% | Added |
| Capital Advisors Inc | 3,628 | $365.0K | 0.01% | 00.0% | Unchanged |
| Bank of Stockton | 3,632 | $365.0K | 0.14% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,626 | $365.0K | 0.01% | +3,626 | New |
| Qtron Investments LLC | 3,633 | $366.0K | 0.08% | +3,633 | New |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $367.0K | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,673 | $370.0K | 0.00% | −38,616−91.3% | Reduced |
| Toroso Investments, LLC | 3,680 | $370.0K | 0.01% | −446−10.8% | Reduced |
| John G Ullman & Associates Inc | 3,682 | $371.0K | 0.06% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,686 | $371.0K | 0.15% | +3,686 | New |
| Private Trust Co NA | 3,730 | $375.0K | 0.06% | +417+12.6% | Added |
| FourThought Financial, LLC | 3,745 | $377.0K | 0.06% | −312−7.7% | Reduced |
| Avantax Advisory Services, Inc. | 3,752 | $378.0K | 0.01% | +73+2.0% | Added |
| Main Street Financial Solutions, LLC | 3,763 | $379.0K | 0.05% | +168+4.7% | Added |
| Meiji Yasuda Life Insurance Co | 3,773 | $380.0K | 0.01% | −230−5.7% | Reduced |
| Hutner Capital Management Inc | 3,807 | $383.0K | 0.25% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $384.0K | 0.14% | 00.0% | Unchanged |