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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 3,829 | $385.0K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 3,823 | $385.0K | 0.03% | +250+7.0% | Added |
| Midwest Professional Planners, LTD. | 3,832 | $386.0K | 0.22% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 3,854 | $388.0K | 0.11% | +1,549+67.2% | Added |
| Dynamic Advisor Solutions LLC | 3,907 | $393.0K | 0.03% | +176+4.7% | Added |
| Bank of New Hampshire | 3,918 | $394.0K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,928 | $395.0K | 0.05% | +18+0.5% | Added |
| Hanson & Doremus Investment Management | 3,947 | $397.0K | 0.10% | 00.0% | Unchanged |
| Wellington Management Group LLP | 3,979 | $400.0K | 0.00% | −6,942−63.6% | Reduced |
| Smith, Moore & Co. | 3,987 | $401.0K | 0.06% | +10.0% | Added |
| Cypress Capital Management LLC | 4,003 | $403.0K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,048 | $408.0K | 0.08% | −1,457−26.5% | Reduced |
| Resources Investment Advisors, LLC. | 4,054 | $408.0K | 0.02% | +17+0.4% | Added |
| Transcend Wealth Collective, LLC | 4,060 | $409.0K | 0.04% | −143−3.4% | Reduced |
| Heritage Trust Co | 4,069 | $409.0K | 0.07% | −28−0.7% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $409.0K | 0.04% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $409.5K | 0.18% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,087 | $411.0K | 0.05% | +379+10.2% | Added |
| Mirabella Financial Services LLP | 4,122 | $415.0K | 0.04% | −858−17.2% | Reduced |
| Becker Capital Management Inc | 4,137 | $416.0K | 0.02% | −150−3.5% | Reduced |
| AdvisorNet Financial, Inc | 4,189 | $422.0K | 0.04% | +268+6.8% | Added |
| 1st Source Bank | 4,202 | $423.0K | 0.03% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 4,239 | $427.0K | 0.02% | +4,239 | New |
| Alhambra Investment Partners LLC | 4,265 | $429.0K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,267 | $429.0K | 0.08% | +4,267 | New |
| Tarbox Family Office, Inc. | 4,283 | $431.0K | 0.10% | +10.0% | Added |
| Carl P. Sherr & Co., LLC | 4,305 | $433.0K | 0.32% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,342 | $436.0K | 0.02% | −141−3.1% | Reduced |
| First Affirmative Financial Network | 4,337 | $436.0K | 0.50% | +3+0.1% | Added |
| Citizens Financial Group Inc | 4,350 | $438.0K | 0.02% | −14−0.3% | Reduced |
| Oak Thistle LLC | 4,362 | $439.0K | 0.85% | +4,362 | New |
| Nations Financial Group Inc, | 4,423 | $445.0K | 0.06% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $449.0K | 0.76% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 4,466 | $449.0K | 0.01% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 4,500 | $452.9K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,505 | $453.0K | 0.03% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $453.0K | 0.50% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 4,556 | $459.0K | 0.01% | +3,715+441.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,599 | $463.0K | 0.29% | −612−11.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,602 | $463.0K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,618 | $464.0K | 0.06% | +20.0% | Added |
| Forum Financial Management, LP | 4,661 | $469.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,669 | $470.0K | 0.00% | −1,431−23.5% | Reduced |
| Boston Private Wealth LLC | 4,684 | $471.0K | 0.01% | +499+11.9% | Added |
| Advisors Capital Management, LLC | 4,691 | $472.0K | 0.01% | +18+0.4% | Added |
| Proequities, Inc. | 4,719 | $475.0K | 0.04% | +3,194+209.4% | Added |
| LS Investment Advisors, LLC | 4,732 | $476.0K | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,753 | $479.0K | 0.08% | −238−4.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,764 | $479.0K | 0.04% | +1,954+69.5% | Added |
| Clearstead Advisors, LLC | 4,775 | $481.0K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,777 | $481.0K | 0.01% | +1,449+43.5% | Added |
| Mill Capital Management, LLC | 4,824 | $485.0K | 0.05% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,821 | $485.0K | 0.12% | +217+4.7% | Added |
| TrinityPoint Wealth, LLC | 4,825 | $486.0K | 0.11% | +88+1.9% | Added |
| Appleton Partners Inc | 4,857 | $489.0K | 0.05% | −720−12.9% | Reduced |
| Marcum Wealth, LLC | 4,872 | $490.0K | 0.07% | +127+2.7% | Added |
| Hudock, Inc. | 4,889 | $492.0K | 0.16% | +16+0.3% | Added |
| ZWJ Investment Counsel Inc | 4,938 | $497.0K | 0.03% | +500+11.3% | Added |
| Wealth Architects, LLC | 4,947 | $498.0K | 0.10% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,844 | $503.0K | 0.06% | +1,541+46.7% | Added |
| Arete Wealth Advisors, LLC | 5,008 | $504.0K | 0.06% | +5,008 | New |
| Bank Ozk | 5,013 | $505.0K | 0.26% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 5,077 | $511.0K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,074 | $511.0K | 0.02% | +2,297+82.7% | Added |
| Brookstone Capital Management | 5,146 | $512.0K | 0.01% | −37−0.7% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $512.0K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,137 | $517.0K | 0.07% | +194+3.9% | Added |
| Trust Co of Toledo NA | 5,157 | $519.0K | 0.09% | +38+0.7% | Added |
| North Star Asset Management Inc | 5,185 | $522.0K | 0.03% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,188 | $522.0K | 0.05% | +680+15.1% | Added |
| Boston Family Office LLC | 5,251 | $528.0K | 0.04% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 5,280 | $531.0K | 0.04% | −65−1.2% | Reduced |
| Alpha Cubed Investments, LLC | 5,310 | $534.0K | 0.04% | +424+8.7% | Added |
| Almanack Investment Partners, LLC. | 5,329 | $536.0K | 0.05% | −60−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,328 | $536.0K | 0.06% | +15+0.3% | Added |
| Atria Wealth Solutions, Inc. | 5,379 | $541.0K | 0.01% | +973+22.1% | Added |
| LVZ Advisors, Inc. | 5,428 | $546.0K | 0.09% | 00.0% | Unchanged |
| SPC Financial, Inc. | 5,450 | $548.0K | 0.07% | −200−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,460 | $549.0K | 0.02% | +20+0.4% | Added |
| Baker Tilly Wealth Management, LLC | 5,521 | $556.0K | 0.07% | −186−3.3% | Reduced |
| Greenfield Savings Bank | 5,534 | $557.0K | 0.37% | +5,534 | New |
| Front Barnett Associates LLC | 5,551 | $559.0K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,563 | $560.0K | 0.02% | +1,584+39.8% | Added |
| Courier Capital LLC | 5,570 | $561.0K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 5,584 | $562.0K | 0.03% | +25+0.4% | Added |
| HB Wealth Management, LLC | 5,595 | $563.0K | 0.01% | +3,460+162.1% | Added |
| Banque Pictet & Cie SA | 5,600 | $564.0K | 0.01% | −316−5.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,616 | $565.0K | 0.03% | +832+17.4% | Added |
| AlphaStar Capital Management, LLC | 5,623 | $566.0K | 0.05% | +1,247+28.5% | Added |
| Tokio Marine Asset Management Co Ltd | 5,656 | $569.0K | 0.05% | +1,321+30.5% | Added |
| EP Wealth Advisors, LLC | 5,672 | $571.0K | 0.01% | +1,332+30.7% | Added |
| Fukoku Mutual Life Insurance Co | 5,680 | $572.0K | 0.05% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,706 | $574.0K | 0.15% | −5−0.1% | Reduced |
| Drake & Associates, LLC | 5,707 | $574.0K | 0.32% | +5,707 | New |
| West Paces Advisors Inc. | 5,728 | $576.5K | 0.20% | −5−0.1% | Reduced |
| Old Second National Bank of Aurora | 5,858 | $589.0K | 0.16% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5,471 | $589.0K | 0.11% | +267+5.1% | Added |
| Woodward Diversified Capital, LLC | 5,868 | $591.0K | 0.45% | +5,868 | New |
| Jackson Wealth Management, LLC | 5,907 | $594.0K | 0.28% | −9,094−60.6% | Reduced |
| Raleigh Capital Management Inc. | 5,925 | $597.0K | 0.34% | +5,925 | New |