Skip to main content
Livermore
Livermore
ZHEN

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.

Q3 2022 vs. Q2 2022

How the institutions holding Wec Energy Group, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of WEC: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,039141,012−13
Shares234.8M105.2K234.9M+205.8K (+0.1%)
Value$23.6B$10.6M$21.0B−$2.63B (−11.1%)

14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (75)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to WEC in Q3 2022
InstitutionSharesValue% of portfolio
Virginia Retirement Systems Et Al509,700$45.6M0.52%
Lord, Abbett & Co. LLC350,000$31.3M0.11%
Adams Diversified Equity Fund, Inc.170,500$15.2M0.76%
ExodusPoint Capital Management, LP66,452$5.94M0.08%
Holocene Advisors, LP48,713$4.36M0.03%
Jupiter Asset Management Ltd39,744$3.55M0.05%
Czech National Bank36,654$3.28M0.09%
Teachers Retirement System of the State of Kentucky29,416$2.63M0.03%
Icon Wealth Advisors, LLC23,534$2.10M0.26%
Cornerstone Advisors, LLC22,000$1.97M0.10%
Econ Financial Services Corp21,472$1.92M1.58%
Dakota Wealth Management20,435$1.83M0.15%
Magnetar Financial LLC19,315$1.73M0.02%
HRT Financial LP17,944$1.60M0.02%
Susquehanna Fundamental Investments, LLC16,100$1.44M0.02%
Teza Capital Management LLC15,108$1.35M0.28%
Budros, Ruhlin & Roe, Inc.14,326$1.28M0.16%
Advisor Partners II, LLC12,842$1.15M0.09%
CTC Capital Management, LLC12,000$1.07M0.89%
Wipfli Financial Advisors LLC,10,186$911.0K0.06%
Romano Brothers and Company9,334$835.0K0.13%
Versor Investments LP7,393$661.0K0.04%
Prelude Capital Management, LLC6,072$543.0K0.03%
Sante Capital Fund, LP5,628$503.0K1.03%
Mutual Advisors, LLC4,556$407.0K0.02%
IFG Advisory, LLC3,949$353.0K0.03%
Two Sigma Securities, LLC3,872$346.0K0.05%
Jefferies Group LLC3,730$333.6K0.01%
Premier Asset Management LLC3,519$315.0K0.33%
BI Asset Management Fondsmaeglerselskab A/S3,482$311.0K0.02%
55I, LLC3,374$302.0K0.01%
Squarepoint Ops LLC3,357$300.0K0.00%
Kovitz Investment Group Partners, LLC3,060$274.0K0.01%
Strategy Asset Managers LLC2,909$260.0K0.07%
HBK Sorce Advisory LLC2,805$251.0K0.02%
Live Oak Private Wealth LLC2,736$245.0K0.05%
Wedmont Private Capital2,707$242.0K0.05%
Ergoteles LLC2,656$238.0K0.01%
Advisor OS, LLC2,627$235.0K0.07%
XTX Topco Ltd2,571$230.0K0.06%
Quantinno Capital Management LP2,538$227.0K0.03%
Enlightenment Research, LLC2,500$224.0K0.50%
Merit Financial Group, LLC2,493$223.0K0.01%
Aptus Capital Advisors, LLC2,491$223.0K0.01%
Guardian Wealth Advisors, LLC2,412$216.0K0.04%
Principal Street Partners, LLC2,285$204.0K0.05%
Machina Capital S.A.S.2,274$203.0K0.43%
Centennial Wealth Advisory LLC2,244$201.0K0.12%
Denali Advisors LLC2,100$188.0K0.09%
NuWave Investment Management, LLC1,782$159.0K0.18%
CenterStar Asset Management, LLC–$158.0K0.28%
Virtus Investment Advisers, Inc.1,697$152.0K0.07%
Tradition Wealth Management, LLC1,065$95.0K0.01%
Alta Advisers Ltd1,000$89.0K0.06%
Boit C F David867$78.0K0.06%
Barrett & Company, Inc.600$56.3K0.04%
Householder Group Estate & Retirement Specialist, LLC527$47.0K0.02%
Old North State Trust, LLC480$43.0K0.04%
Leonteq Securities AG367$32.8K0.00%
Cowa, LLC334$30.0K0.02%
Simplex Trading, LLC301$26.0K0.00%
Cary Street Partners Asset Management LLC169$15.0K0.00%
Legend Financial Advisors, Inc.124$11.1K0.01%
Ten Capital Wealth Advisors, LLC116$10.0K0.00%
EdgeRock Capital LLC39$3.00K0.00%
Howe & Rusling Inc19$2.00K0.00%
SJS Investment Consulting Inc.27$2.00K0.00%
PSI Advisors, LLC8$1.00K0.00%
CFS Investment Advisory Services, LLC67,877$1.00K0.00%
Activest Wealth Management14$1.00K0.00%
Highline Wealth Partners LLC10$8940.00%
Estabrook Capital Management7$6260.00%
Abound Wealth Management6$5410.00%
Lee Financial Co5$00.00%
Wolff Wiese Magana LLC5$00.00%

Sold out (88)

Institutions that held Wec Energy Group, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of WEC in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
ING Groep NV59,358$5.97M
Second Half Financial Partners, LLC40,929$3.83M
Wealth Enhancement Advisory Services, LLC36,783$3.66M
Cipher Capital LP29,456$2.96M
PDT Partners, LLC28,064$2.82M
Maryland State Retirement & Pension System24,199$2.44M
Jump Financial, LLC20,873$2.10M
MayTech Global Investments, LLC17,432$1.75M
Natixis Investment Managers International14,896$1.50M
Jacobs Levy Equity Management, Inc12,195$1.23M
DnB Asset Management AS10,700$1.08M
Duality Advisers, LP10,165$1.02M
Hudson Bay Capital Management LP10,000$1.01M
Te Ahumairangi Investment Management Ltd6,882$693.0K
Aigen Investment Management, LP6,362$640.0K
EP Wealth Advisors, LLC5,672$571.0K
Almanack Investment Partners, LLC.5,329$536.0K
Mirabella Financial Services LLP4,122$415.0K
Wellington Management Group LLP3,979$400.0K
Gyon Technologies Capital Management, LP3,854$388.0K
Ipswich Investment Management Co., Inc.3,600$362.0K
Moneta Group Investment Advisors LLC3,200$322.0K
Quantamental Technologies LLC2,958$298.0K
Krane Funds Advisors LLC2,699$272.0K
Barings LLC2,447$246.0K
Eudaimonia Partners, LLC2,431$245.0K
Neo Ivy Capital Management2,384$239.0K
Brown Advisory Securities, LLC2,350$235.0K
Axxcess Wealth Management, LLC2,306$232.0K
Bowman & Co S.C.2,202$222.0K
Hightower 6M Holding, LLC2,202$222.0K
Roman Butler Fullerton & Co2,193$221.0K
Capital Management Corp2,200$221.0K
Patriot Financial Group Insurance Agency, LLC2,191$221.0K
Synovus Financial Corp2,183$220.0K
Tower Bridge Advisors2,185$219.9K
W Advisors, LLC2,173$219.0K
Pekin Hardy Strauss, Inc.2,169$218.0K
Thompson Investment Management, Inc.2,169$218.0K
Godshalk Welsh Capital Management, Inc.2,150$216.0K
Kohmann Bosshard Financial Services, LLC2,121$213.0K
Measured Wealth Private Client Group, LLC2,104$212.0K
Liberty Wealth Management LLC2,109$212.0K
Intrust Bank NA2,096$211.0K
L.M. Kohn & Company2,081$210.0K
Boston Research & Management Inc2,082$209.0K
Cresset Asset Management, LLC2,143$208.0K
Shelton Capital Management2,060$207.0K
Day & Ennis, LLC2,055$207.0K
Plotkin Financial Advisors, LLC2,042$205.5K
Brinker Capital Investments, LLC2,038$205.0K
Horizon Wealth Management, LLC2,040$205.0K
Blossom Wealth Management2,041$205.0K
Connecticut Wealth Management, LLC2,019$203.0K
Vista Capital Partners, Inc.2,012$202.0K
Austin Private Wealth, LLC2,011$202.0K
Equitable Trust Co2,000$201.0K
McGowan Group Asset Management, Inc.2,000$201.0K
Concord Wealth Partners1,897$191.0K
Healthcare of Ontario Pension Plan Trust Fund1,799$181.0K
Bank Julius Baer & Co. Ltd, Zurich1,719$173.0K
Skandinaviska Enskilda Banken AB (publ)1,250$126.0K
Cary Street Partner Investment Advisory LLC1,099$111.0K
CX Institutional788$79.0K
Fairfield, Bush & Co.642$65.0K
Charter Oak Capital Management, LLC324$33.0K
Graves-Light Private Wealth Management, Inc.279$28.0K
Heritage Financial Services, LLC269$27.0K
CoreCap Advisors, LLC256$26.0K
Chilton Capital Management LLC205$21.0K
Lansing Street Advisors203$20.0K
Sterling Investment Advisors, Ltd.186$19.0K
Prentice Wealth Management LLC189$19.0K
Retirement Group, LLC136$14.0K
Better Money Decisions, LLC109$11.0K
Vectors Research Management, LLC100$10.0K
Mechanics Financial Corp100$10.0K
Rockbridge Investment Management, LCC69$6.95K
Curi Capital60$6.00K
GW&K Investment Management, LLC51$5.00K
Northwest Investment Counselors, LLC50$5.00K
Morton Brown Family Wealth, LLC48$5.00K
Certified Advisory Corp35$4.00K
Goodman Advisory Group, LLC31$3.00K
Steward Financial Group LLC38$3.00K
Toth Financial Advisory Corp22$2.00K
NFJ Investment Group, LLC13$1.00K
Ahrens Investment Partners LLC1$0

Not filed for Q3 2022 yet (14)

Institutions that held Wec Energy Group, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
HighPoint Advisor Group LLC24,800$2.51M
Icon Wealth Partners, LLC23,321$2.35M
Loveless Wealth Management LLC20,580$2.07M
Advisor Partners LLC13,616$1.37M
Bruderman Asset Management, LLC7,766$782.0K
B. Riley Wealth Management, Inc.6,007$605.0K
Coldstream Capital Management Inc2,998$302.0K
KerberRose Wealth Management, LLC2,725$274.0K
Altium Wealth Management LLC2,232$225.0K
Private Capital Group, LLC859$86.0K
Enterprise Trust & Investment Co115$12.0K
Urban Wealth Management, LLC86$9.00K
Cordasco Financial Network80$8.00K
Fieldpoint Private Securities, LLC10$1.00K