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 |
|---|---|---|---|---|---|
| Vantage Financial Partners, LLC | 5,955 | $599.0K | 0.35% | +33+0.6% | Added |
| Chicago Capital, LLC | 5,965 | $600.0K | 0.03% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 6,000 | $603.0K | 0.02% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 6,007 | $605.0K | 0.06% | +6,007 | New |
| Csenge Advisory Group | 6,021 | $606.0K | 0.05% | −249−4.0% | Reduced |
| Sigma Planning Corp | 6,030 | $607.0K | 0.02% | −467−7.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,032 | $607.0K | 0.09% | +282+4.9% | Added |
| Buckley Wealth Management, LLC | 6,037 | $608.0K | 0.20% | −138−2.2% | Reduced |
| Meeder Asset Management Inc | 6,066 | $610.0K | 0.04% | +849+16.3% | Added |
| Bryn Mawr Trust Co | 6,156 | $619.0K | 0.03% | +1,807+41.5% | Added |
| Tiedemann Advisors, LLC | 6,160 | $620.0K | 0.05% | −58−0.9% | Reduced |
| Northern Oak Wealth Management Inc | 6,188 | $623.0K | 0.09% | +675+12.2% | Added |
| CWM Advisors, LLC | 6,200 | $624.0K | 0.08% | −352−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,362 | $635.0K | 0.01% | +6,362 | New |
| Aigen Investment Management, LP | 6,362 | $640.0K | 0.11% | +3,970+166.0% | Added |
| Exchange Traded Concepts, LLC | 6,403 | $644.0K | 0.02% | +186+3.0% | Added |
| Empirical Finance, LLC | 6,423 | $646.0K | 0.08% | +342+5.6% | Added |
| Ti-Trust, Inc | 6,430 | $647.0K | 0.66% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 6,448 | $648.0K | 0.02% | −658−9.3% | Reduced |
| Coastline Trust Co | 6,466 | $651.0K | 0.10% | 00.0% | Unchanged |
| Wedbush Securities Inc | 6,476 | $652.0K | 0.04% | +82+1.3% | Added |
| Eqis Capital Management, Inc. | 6,553 | $659.5K | 0.07% | −1,742−21.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,576 | $662.0K | 0.03% | +23+0.4% | Added |
| Plancorp, LLC | 6,574 | $662.0K | 0.04% | +39+0.6% | Added |
| City State Bank | 6,585 | $663.0K | 0.46% | +100+1.5% | Added |
| MPS Loria Financial Planners, LLC | 6,626 | $666.0K | 0.30% | +22+0.3% | Added |
| Gilbert & Cook, Inc. | 6,659 | $670.0K | 0.12% | +6,659 | New |
| Integrated Advisors Network LLC | 6,680 | $672.0K | 0.04% | −36,510−84.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 6,470 | $672.0K | 0.27% | +2,255+53.5% | Added |
| Cetera Advisors LLC | 6,726 | $677.0K | 0.02% | +742+12.4% | Added |
| Peapack Gladstone Financial Corp | 6,772 | $681.0K | 0.02% | −156−2.3% | Reduced |
| Foundations Investment Advisors, LLC | 6,758 | $684.0K | 0.03% | 00.0% | Unchanged |
| Rockland Trust Co | 6,828 | $687.0K | 0.05% | −507−6.9% | Reduced |
| Winch Advisory Services, LLC | 6,847 | $689.0K | 0.28% | +39+0.6% | Added |
| Chicago Trust Co NA | 6,867 | $691.0K | 0.17% | +163+2.4% | Added |
| Te Ahumairangi Investment Management Ltd | 6,882 | $693.0K | 0.10% | −6,300−47.8% | Reduced |
| Park Avenue Securities LLC | 6,913 | $696.0K | 0.01% | +2,122+44.3% | Added |
| Wealthspire Advisors, LLC | 6,926 | $697.0K | 0.01% | +3,647+111.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,959 | $700.0K | 0.01% | +27+0.4% | Added |
| Wesbanco Bank Inc | 7,008 | $705.0K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,006 | $705.0K | 0.03% | +7,006 | New |
| Mairs & Power Inc | 7,019 | $706.0K | 0.01% | −100−1.4% | Reduced |
| Stephenson National Bank & Trust | 7,084 | $713.0K | 0.44% | 00.0% | Unchanged |
| MAI Capital Management | 7,093 | $714.0K | 0.01% | +2,511+54.8% | Added |
| FIL Ltd | 7,110 | $716.0K | 0.00% | +7,110 | New |
| Clifford Swan Investment Counsel LLC | 7,142 | $719.0K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 7,188 | $723.0K | 0.33% | +485+7.2% | Added |
| Beacon Pointe Advisors, LLC | 7,205 | $728.0K | 0.02% | +70+1.0% | Added |
| TD Private Client Wealth LLC | 7,237 | $728.3K | 0.04% | −140−1.9% | Reduced |
| Investment House LLC | 7,300 | $735.0K | 0.06% | 00.0% | Unchanged |
| Advisors Management Group Inc | 7,344 | $739.0K | 0.26% | −282−3.7% | Reduced |
| Lantz Financial LLC | 7,357 | $740.0K | 0.33% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,359 | $741.0K | 0.03% | +529+7.7% | Added |
| Mather Group, LLC. | 7,417 | $746.0K | 0.02% | +835+12.7% | Added |
| Fiera Capital Corp | 7,495 | $754.0K | 0.00% | −2,025−21.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,500 | $755.0K | 0.00% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,528 | $758.0K | 0.03% | −182−2.4% | Reduced |
| Trustmark National Bank Trust Department | 7,585 | $763.0K | 0.07% | +4,662+159.5% | Added |
| Oarsman Capital, Inc. | 7,601 | $765.0K | 0.38% | −3,263−30.0% | Reduced |
| AXA S.A. | 7,621 | $767.0K | 0.00% | +321+4.4% | Added |
| IFP Advisors, Inc | 12,297 | $768.0K | 0.03% | −3,807−23.6% | Reduced |
| Snowden Capital Advisors LLC | 7,764 | $781.0K | 0.04% | −780−9.1% | Reduced |
| Bruderman Asset Management, LLC | 7,766 | $782.0K | 1.40% | −222−2.8% | Reduced |
| Advisory Services Network, LLC | 7,830 | $789.0K | 0.03% | +1,145+17.1% | Added |
| Red Cedar Investment Management, LLC | 7,896 | $795.0K | 0.13% | +7,896 | New |
| Aristotle Atlantic Partners, LLC | 7,941 | $799.0K | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 7,936 | $799.0K | 0.03% | +3,084+63.6% | Added |
| Beaton Management Co. Inc. | 7,971 | $802.0K | 0.57% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,035 | $809.0K | 0.05% | +3,406+73.6% | Added |
| Wetherby Asset Management Inc | 8,093 | $814.0K | 0.06% | +253+3.2% | Added |
| Assetmark, Inc | 8,105 | $816.0K | 0.00% | +3,166+64.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $820.0K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 8,200 | $825.0K | 0.33% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,200 | $825.0K | 0.19% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 8,193 | $825.0K | 0.02% | +154+1.9% | Added |
| Venture Visionary Partners LLC | 8,201 | $825.3K | 0.06% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 8,242 | $829.0K | 0.03% | +1,970+31.4% | Added |
| Acadian Asset Management LLC | 8,324 | $838.0K | 0.00% | +6,944+503.2% | Added |
| Moors & Cabot, Inc. | 8,346 | $840.0K | 0.06% | +121+1.5% | Added |
| United Capital Financial Advisers, LLC | 8,378 | $843.0K | 0.00% | −6,505−43.7% | Reduced |
| BKD Wealth Advisors, LLC | 8,374 | $843.0K | 0.03% | +8,374 | New |
| Greenleaf Trust | 8,411 | $846.0K | 0.01% | +398+5.0% | Added |
| Montag A & Associates Inc | 8,414 | $847.0K | 0.05% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 8,427 | $848.0K | 0.10% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 8,500 | $855.0K | 0.28% | +8,100+2,025.0% | Added |
| Kinneret Advisory, LLC | 8,510 | $856.0K | 0.11% | +180+2.2% | Added |
| Ledyard National Bank | 8,619 | $867.0K | 0.10% | 00.0% | Unchanged |
| Veritable, L.P. | 8,634 | $869.0K | 0.02% | +373+4.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,650 | $871.0K | 0.39% | −112−1.3% | Reduced |
| Resources Management Corp | 8,662 | $872.0K | 0.14% | 00.0% | Unchanged |
| Chelsea Counsel Co | 8,679 | $873.0K | 0.45% | 00.0% | Unchanged |
| AIA Group Ltd | 8,938 | $900.0K | 0.05% | +8,236+1,173.2% | Added |
| Mission Wealth Management, LP | 8,966 | $902.0K | 0.05% | +43+0.5% | Added |
| Cetera Investment Advisers | 9,149 | $921.0K | 0.01% | +384+4.4% | Added |
| Quadrature Capital Ltd | 9,166 | $923.0K | 0.04% | −2,946−24.3% | Reduced |
| Balentine LLC | 9,172 | $923.0K | 0.03% | +3,242+54.7% | Added |
| Legacy Private Trust Co. | 9,277 | $934.0K | 0.08% | −146−1.5% | Reduced |
| Spinnaker Trust | 9,298 | $936.0K | 0.07% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 9,306 | $937.0K | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,331 | $939.0K | 0.08% | −437−4.5% | Reduced |