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 |
|---|---|---|---|---|---|
| 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 |
| OneAscent Financial Services LLC | 3,117 | $314.0K | 0.14% | +3,117 | New |
| Parkside Financial Bank & Trust | 3,110 | $313.0K | 0.10% | +396+14.6% | Added |
| CRA Financial Services, LLC | 3,030 | $305.0K | 0.10% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,025 | $304.4K | 0.12% | +11+0.4% | 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 |
| 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 |
| 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 |
| Quantamental Technologies LLC | 2,958 | $298.0K | 0.14% | +2,958 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| MTM Investment Management, LLC | 2,830 | $290.0K | 0.16% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 2,875 | $289.0K | 0.01% | +13+0.5% | Added |
| 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 |
| Carlson Capital Management | 2,853 | $287.0K | 0.03% | −280−8.9% | Reduced |
| 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 |
| Perigon Wealth Management, LLC | 2,781 | $280.0K | 0.02% | +224+8.8% | 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 |
| 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 |
| 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 |
| Stephens Inc | 2,717 | $273.0K | 0.01% | −275−9.2% | Reduced |
| 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 |
| IFG Advisors, LLC | 2,670 | $269.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Global Retirement Partners, LLC | 2,630 | $265.0K | 0.02% | +43+1.7% | Added |
| 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 |
| Johnson Midwest Financial, LLC | 2,617 | $263.0K | 0.35% | 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 |
| Axiom Financial Strategies, LLC | 2,589 | $261.0K | 0.14% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,582 | $260.0K | 0.03% | −47−1.8% | Reduced |
| 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 |
| 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 |
| 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 |
| OneAscent Wealth Management LLC | 2,509 | $253.0K | 0.13% | +2,509 | New |
| RWM Asset Management, LLC | 2,483 | $250.0K | 0.06% | +1,221+96.8% | Added |
| Fulton Bank, N.A. | 2,472 | $249.0K | 0.01% | −53−2.1% | Reduced |
| 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 |
| 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 |
| 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 |
| Lido Advisors, LLC | 2,412 | $242.0K | 0.01% | +69+2.9% | 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 |
| 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 |
| 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 |
| Well Done, LLC | 2,360 | $238.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Pathstone Family Office, LLC | 2,345 | $236.2K | 0.01% | +406+20.9% | 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 |
| Addison Advisors LLC | 2,330 | $234.0K | 0.14% | +400+20.7% | Added |
| 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 |
| Ingalls & Snyder LLC | 2,300 | $231.0K | 0.01% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,277 | $229.0K | 0.02% | −7−0.3% | Reduced |
| Perkins Coie Trust Co | 2,257 | $227.0K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,245 | $226.0K | 0.07% | 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 |
| TSFG, LLC | 2,221 | $224.0K | 0.10% | 00.0% | Unchanged |