Skip to main content

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.

Institutional holdersQ2 2022: 1,039 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ2 2022: $23.6B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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
InstitutionSharesValue% of portfolioChange in sharesAction
United Services Automobile Association11,550$1.16M0.03%+11,550New
Capital Asset Advisory Services LLC11,415$1.15M0.13%+8,314+268.1%Added
Winton Group Ltd11,275$1.14M0.06%−4,963−30.6%Reduced
South Dakota Investment Council11,280$1.14M0.03%00.0%Unchanged
Prospera Financial Services Inc11,278$1.13M0.06%+219+2.0%Added
Hendershot Investments Inc.11,146$1.12M0.20%00.0%Unchanged
Waratah Capital Advisors Ltd.11,161$1.12M0.06%+11,161New
Laurel Wealth Advisors, Inc.10,987$1.11M0.11%+3,517+47.1%Added
Illinois Municipal Retirement Fund10,915$1.10M0.03%+3,083+39.4%Added
North Star Investment Management Corp.10,879$1.09M0.10%+50.0%Added
HM Payson & Co10,800$1.09M0.03%−130−1.2%Reduced
AlphaCrest Capital Management LLC10,802$1.09M0.05%+6,330+141.5%Added
Kentucky Retirement Systems Insurance Trust Fund10,777$1.08M0.10%+1,466+15.7%Added
Private Harbour Investment Management & Counsel, LLC10,697$1.08M1.19%−147−1.4%Reduced
ICW Investment Advisors LLC10,706$1.08M0.69%+39+0.4%Added
DnB Asset Management AS10,700$1.08M0.01%+10,700New
Central Trust Co10,606$1.07M0.04%00.0%Unchanged
Valmark Advisers, Inc.10,590$1.07M0.02%+20.0%Added
Fiduciary Trust Co10,286$1.03M0.02%+385+3.9%Added
Allworth Financial LP10,271$1.03M0.01%+7,543+276.5%Added
Brown Capital Management LLC10,189$1.02M0.01%00.0%Unchanged
D.A. Davidson & Co.10,182$1.02M0.01%+706+7.5%Added
Duality Advisers, LP10,165$1.02M0.10%+10,165New
Federated Hermes, Inc.10,073$1.01M0.00%+6,699+198.5%Added
Moisand Fitzgerald Tamayo, LLC10,038$1.01M0.27%+10,038New
Hudson Bay Capital Management LP10,000$1.01M0.01%+10,000New
American State Bank (Iowa)9,951$1.00M0.79%00.0%Unchanged
Kesler, Norman & Wride, LLC9,934$1.00M0.28%+96+1.0%Added
Davenport & Co LLC9,839$990.0K0.01%−1,611−14.1%Reduced
Stratos Wealth Advisors, LLC9,719$978.0K0.09%+1,294+15.4%Added
Credential Qtrade Securities Inc.9,716$977.8K0.07%+625+6.9%Added
Wealth Alliance9,621$969.0K0.19%−294−3.0%Reduced
Moore Capital Management, LP9,600$966.0K0.03%+9,600New
Van Hulzen Asset Management, LLC9,534$960.0K0.11%00.0%Unchanged
Carret Asset Management, LLC9,500$956.0K0.13%00.0%Unchanged
WNY Asset Management, LLC9,420$948.0K0.32%+20.0%Added
AGF Investments LLC9,408$947.0K0.09%−388−4.0%Reduced
Apollon Wealth Management, LLC9,331$939.0K0.08%−437−4.5%Reduced
Alley Investment Management Company, LLC9,306$937.0K0.18%00.0%Unchanged
Spinnaker Trust9,298$936.0K0.07%00.0%Unchanged
Legacy Private Trust Co.9,277$934.0K0.08%−146−1.5%Reduced
Quadrature Capital Ltd9,166$923.0K0.04%−2,946−24.3%Reduced
Balentine LLC9,172$923.0K0.03%+3,242+54.7%Added
Cetera Investment Advisers9,149$921.0K0.01%+384+4.4%Added
Mission Wealth Management, LP8,966$902.0K0.05%+43+0.5%Added
AIA Group Ltd8,938$900.0K0.05%+8,236+1,173.2%Added
Chelsea Counsel Co8,679$873.0K0.45%00.0%Unchanged
Resources Management Corp8,662$872.0K0.14%00.0%Unchanged
Cornell Pochily Investment Advisors, Inc.8,650$871.0K0.39%−112−1.3%Reduced
Veritable, L.P.8,634$869.0K0.02%+373+4.5%Added
Ledyard National Bank8,619$867.0K0.10%00.0%Unchanged
Kinneret Advisory, LLC8,510$856.0K0.11%+180+2.2%Added
Aquatic Capital Management LLC8,500$855.0K0.28%+8,100+2,025.0%Added
Redpoint Investment Management Pty Ltd8,427$848.0K0.10%00.0%Unchanged
Montag A & Associates Inc8,414$847.0K0.05%00.0%Unchanged
Greenleaf Trust8,411$846.0K0.01%+398+5.0%Added
United Capital Financial Advisers, LLC8,378$843.0K0.00%−6,505−43.7%Reduced
BKD Wealth Advisors, LLC8,374$843.0K0.03%+8,374New
Moors & Cabot, Inc.8,346$840.0K0.06%+121+1.5%Added
Acadian Asset Management LLC8,324$838.0K0.00%+6,944+503.2%Added
Raymond James Trust N.A.8,242$829.0K0.03%+1,970+31.4%Added
Venture Visionary Partners LLC8,201$825.3K0.06%00.0%Unchanged
Searle & Co.8,200$825.0K0.33%00.0%Unchanged
Spirit of America Management Corp8,200$825.0K0.19%00.0%Unchanged
Oppenheimer & Co Inc8,193$825.0K0.02%+154+1.9%Added
Obermeyer Wood Investment Counsel, LLLP8,151$820.0K0.06%00.0%Unchanged
Assetmark, Inc8,105$816.0K0.00%+3,166+64.1%Added
Wetherby Asset Management Inc8,093$814.0K0.06%+253+3.2%Added
Vestmark Advisory Solutions, Inc.8,035$809.0K0.05%+3,406+73.6%Added
Beaton Management Co. Inc.7,971$802.0K0.57%00.0%Unchanged
Aristotle Atlantic Partners, LLC7,941$799.0K0.06%00.0%Unchanged
Diversified Trust Co7,936$799.0K0.03%+3,084+63.6%Added
Red Cedar Investment Management, LLC7,896$795.0K0.13%+7,896New
Advisory Services Network, LLC7,830$789.0K0.03%+1,145+17.1%Added
Bruderman Asset Management, LLC7,766$782.0K1.40%−222−2.8%Reduced
Snowden Capital Advisors LLC7,764$781.0K0.04%−780−9.1%Reduced
IFP Advisors, Inc12,297$768.0K0.03%−3,807−23.6%Reduced
AXA S.A.7,621$767.0K0.00%+321+4.4%Added
Oarsman Capital, Inc.7,601$765.0K0.38%−3,263−30.0%Reduced
Trustmark National Bank Trust Department7,585$763.0K0.07%+4,662+159.5%Added
Avantax Planning Partners, Inc.7,528$758.0K0.03%−182−2.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,500$755.0K0.00%00.0%Unchanged
Fiera Capital Corp7,495$754.0K0.00%−2,025−21.3%Reduced
Mather Group, LLC.7,417$746.0K0.02%+835+12.7%Added
Signaturefd, LLC7,359$741.0K0.03%+529+7.7%Added
Lantz Financial LLC7,357$740.0K0.33%00.0%Unchanged
Advisors Management Group Inc7,344$739.0K0.26%−282−3.7%Reduced
Investment House LLC7,300$735.0K0.06%00.0%Unchanged
TD Private Client Wealth LLC7,237$728.3K0.04%−140−1.9%Reduced
Beacon Pointe Advisors, LLC7,205$728.0K0.02%+70+1.0%Added
JSF Financial, LLC7,188$723.0K0.33%+485+7.2%Added
Clifford Swan Investment Counsel LLC7,142$719.0K0.03%00.0%Unchanged
FIL Ltd7,110$716.0K0.00%+7,110New
MAI Capital Management7,093$714.0K0.01%+2,511+54.8%Added
Stephenson National Bank & Trust7,084$713.0K0.44%00.0%Unchanged
Mairs & Power Inc7,019$706.0K0.01%−100−1.4%Reduced
Wesbanco Bank Inc7,008$705.0K0.03%00.0%Unchanged
NewEdge Wealth, LLC7,006$705.0K0.03%+7,006New
Banco Bilbao Vizcaya Argentaria, S.A.6,959$700.0K0.01%+27+0.4%Added
Wealthspire Advisors, LLC6,926$697.0K0.01%+3,647+111.2%Added