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 |
|---|---|---|---|---|---|
| Bowman & Co S.C. | 2,202 | $222.0K | 0.19% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 2,202 | $222.0K | 0.02% | −2−0.1% | Reduced |
| Strategic Blueprint, LLC | 2,207 | $222.0K | 0.03% | +2,207 | New |
| Capital Management Corp | 2,200 | $221.0K | 0.05% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,193 | $221.0K | 0.12% | +10+0.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,191 | $221.0K | 0.05% | +8+0.4% | Added |
| Synovus Financial Corp | 2,183 | $220.0K | 0.00% | −245−10.1% | Reduced |
| Tower Bridge Advisors | 2,185 | $219.9K | 0.02% | 00.0% | Unchanged |
| W Advisors, LLC | 2,173 | $219.0K | 0.19% | +2,173 | New |
| Pekin Hardy Strauss, Inc. | 2,169 | $218.0K | 0.03% | −10−0.5% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $218.0K | 0.04% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,155 | $217.0K | 0.14% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $216.0K | 0.16% | 00.0% | Unchanged |
| Park National Corp | 2,136 | $215.0K | 0.01% | +10+0.5% | Added |
| Values First Advisors, Inc. | 2,139 | $215.0K | 0.15% | +2,139 | New |
| Kohmann Bosshard Financial Services, LLC | 2,121 | $213.0K | 0.05% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,104 | $212.0K | 0.09% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,109 | $212.0K | 0.09% | +13+0.6% | Added |
| Virginia Wealth Management Group, Inc. | 2,100 | $211.0K | 0.20% | 00.0% | Unchanged |
| Intrust Bank NA | 2,096 | $211.0K | 0.03% | −67−3.1% | Reduced |
| L.M. Kohn & Company | 2,081 | $210.0K | 0.10% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,072 | $209.0K | 0.09% | −403−16.3% | Reduced |
| Boston Research & Management Inc | 2,082 | $209.0K | 0.07% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,143 | $208.0K | 0.00% | −1,373−39.1% | Reduced |
| Investment Partners, Ltd. | 2,062 | $208.0K | 0.10% | −47−2.2% | Reduced |
| Shelton Capital Management | 2,060 | $207.0K | 0.01% | 00.0% | Unchanged |
| Day & Ennis, LLC | 2,055 | $207.0K | 0.08% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 2,042 | $205.5K | 0.20% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,038 | $205.0K | 0.00% | −403−16.5% | Reduced |
| Horizon Wealth Management, LLC | 2,040 | $205.0K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,032 | $205.0K | 0.07% | −10.0% | Reduced |
| Blossom Wealth Management | 2,041 | $205.0K | 1.04% | +20+1.0% | Added |
| Connecticut Wealth Management, LLC | 2,019 | $203.0K | 0.02% | +2,019 | New |
| Vista Capital Partners, Inc. | 2,012 | $202.0K | 0.03% | −1,634−44.8% | Reduced |
| Austin Private Wealth, LLC | 2,011 | $202.0K | 0.04% | +2,011 | New |
| Accurate Wealth Management, LLC | 2,017 | $202.0K | 0.11% | +2,017 | New |
| Equitable Trust Co | 2,000 | $201.0K | 0.01% | +2,000 | New |
| McGowan Group Asset Management, Inc. | 2,000 | $201.0K | 0.03% | +2,000 | New |
| Focused Wealth Management, Inc | 1,933 | $195.0K | 0.04% | +13+0.7% | Added |
| Concord Wealth Partners | 1,897 | $191.0K | 0.05% | −54−2.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $188.1K | 0.08% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,799 | $181.0K | 0.00% | −13,355−88.1% | Reduced |
| Spire Wealth Management | 1,795 | $181.0K | 0.01% | −2,248−55.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,719 | $173.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,713 | $172.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $172.0K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 1,705 | $172.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,686 | $170.0K | 0.00% | −1,866−52.5% | Reduced |
| Covington Capital Management | 1,688 | $170.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $168.0K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $164.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $160.0K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 1,562 | $157.0K | 0.01% | +142+10.0% | Added |
| Hills Bank & Trust Co | 1,549 | $156.0K | 0.03% | −25−1.6% | Reduced |
| Laffer Tengler Investments | 1,424 | $143.3K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $134.7K | 0.08% | 00.0% | Unchanged |
| Whittier Trust Co | 1,315 | $132.0K | 0.00% | +59+4.7% | Added |
| Deseret Mutual Benefit Administrators | 1,280 | $129.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,272 | $128.0K | 0.04% | +211+19.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $126.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,224 | $123.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,162 | $117.0K | 0.01% | +3+0.3% | Added |
| Trustcore Financial Services, LLC | 1,135 | $114.0K | 0.01% | +223+24.5% | Added |
| Column Capital Advisors, LLC | 1,101 | $111.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,099 | $111.0K | 0.01% | +1,099 | New |
| American Portfolios Advisors | 1,032 | $103.8K | 0.00% | +8+0.8% | Added |
| TFC Financial Management | 1,000 | $101.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $99.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 949 | $97.0K | 0.04% | +45+5.0% | Added |
| Carolinas Wealth Consulting LLC | 16,463 | $92.0K | 0.02% | +15,708+2,080.5% | Added |
| Stonebridge Capital Advisors LLC | 897 | $90.0K | 0.01% | +1+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 890 | $90.0K | 0.02% | +650+270.8% | Added |
| State of Wyoming | 877 | $88.0K | 0.05% | +877 | New |
| Private Capital Group, LLC | 859 | $86.0K | 0.06% | −488−36.2% | Reduced |
| Quent Capital, LLC | 810 | $82.0K | 0.02% | +113+16.2% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $81.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 807 | $81.0K | 0.01% | +533+194.5% | Added |
| Covestor Ltd | 782 | $79.0K | 0.06% | −393−33.4% | Reduced |
| Prestige Wealth Management Group LLC | 776 | $79.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 788 | $79.0K | 0.01% | +788 | New |
| Pflug Koory, LLC | 760 | $76.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $76.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 747 | $75.0K | 0.00% | −10−1.3% | Reduced |
| First Horizon Advisors, Inc. | 748 | $74.0K | 0.00% | +43+6.1% | Added |
| Zullo Investment Group, Inc. | 732 | $74.0K | 0.05% | +66+9.9% | Added |
| Accel Wealth Management | 688 | $69.0K | 0.04% | +6+0.9% | Added |
| Operose Advisors LLC | 681 | $69.0K | 0.05% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 686 | $69.0K | 0.03% | +1+0.1% | Added |
| CVA Family Office, LLC | 680 | $68.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 674 | $68.0K | 0.02% | +545+422.5% | Added |
| Bangor Savings Bank | 667 | $67.0K | 0.01% | +667 | New |
| Mark Sheptoff Financial Planning, LLC | 650 | $65.0K | 0.04% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 642 | $65.0K | 0.04% | +642 | New |
| Sargent Bickham Lagudis LLC | 613 | $62.0K | 0.01% | +213+53.3% | Added |
| Massmutual Trust Co FSB | 596 | $60.0K | 0.00% | −100−14.4% | Reduced |
| Estate Counselors, LLC | 602 | $60.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $58.2K | 0.01% | −72−11.1% | Reduced |
| Horizons Wealth Management | 541 | $58.0K | 0.05% | +541 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 565 | $57.0K | 0.00% | −700−55.3% | Reduced |
| CNB Bank | 566 | $57.0K | 0.04% | −21−3.6% | Reduced |