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, Q3 2022
Institutional positions in Wec Energy Group, Inc. as of Sep 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
- 1,012
- −13 vs. Q2 2022
- Shares held
- 234.9M
- +205.8K (+0.1%) vs. Q2 2022
- Total value
- $21.0B
- −$2.63B (−11.1%) vs. Q2 2022
- New holders
- 75
- 376 more added
- Sold out
- 88
- 307 more reduced
14 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $0 | 0.00% | +2+66.7% | Added |
| Lee Financial Co | 5 | $0 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $358 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $541 | 0.00% | +6 | New |
| Estabrook Capital Management | 7 | $626 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 10 | $894 | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | −18−46.2% | Reduced |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | −13−46.4% | Reduced |
| Loomis Sayles & Co L P | 16 | $1.00K | 0.00% | −2−11.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Siena Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12 | $1.00K | 0.00% | +11+1,100.0% | Added |
| PSI Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| CFS Investment Advisory Services, LLC | 67,877 | $1.00K | 0.00% | +67,877 | New |
| Activest Wealth Management | 14 | $1.00K | 0.00% | +14 | New |
| Glen Eagle Advisors, LLC | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 19 | $2.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Horan Securities, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 39 | $3.00K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 40 | $3.58K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $5.00K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $5.00K | 0.00% | +5+10.2% | Added |
| Schubert & Co | 52 | $5.00K | 0.00% | +10+23.8% | Added |
| Kelly Financial Services LLC | 65 | $5.81K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $6.00K | 0.00% | +3+4.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $6.00K | 0.00% | +8+14.5% | Added |
| Hallmark Capital Management Inc | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 82 | $7.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 73 | $7.00K | 0.00% | +21+40.4% | Added |
| Seldon Capital LP | 105 | $9.00K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $9.00K | 0.00% | +45+73.8% | Added |
| WR Wealth Planners, LLC | 110 | $9.84K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 106 | $10.0K | 0.01% | −582−84.6% | Reduced |
| Tfo-TDC, LLC | 116 | $10.0K | 0.00% | −24−17.1% | Reduced |
| JFS Wealth Advisors, LLC | 107 | $10.0K | 0.00% | −13−10.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 116 | $10.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 114 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 116 | $10.0K | 0.00% | +116 | New |
| Baldwin Brothers Inc | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 124 | $11.1K | 0.01% | +124 | New |
| Jackson, Grant Investment Advisers, Inc. | 139 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 131 | $12.0K | 0.00% | +1+0.8% | Added |
| First Manhattan Co | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 146 | $13.0K | 0.00% | +2+1.4% | Added |
| Cyrus J. Lawrence, LLC | 167 | $14.0K | 0.00% | −250−60.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $15.0K | 0.00% | −400−70.8% | Reduced |
| Pinnacle Financial Partners Inc | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 165 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 169 | $15.0K | 0.00% | +169 | New |
| DuPont Capital Management Corp | 195 | $17.0K | 0.00% | −17,616−98.9% | Reduced |
| Massmutual Trust Co FSB | 185 | $17.0K | 0.00% | −411−69.0% | Reduced |
| First Community Trust NA | 192 | $17.0K | 0.02% | −267−58.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $17.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 189 | $17.0K | 0.00% | +24+14.5% | Added |
| Bogart Wealth, LLC | 202 | $18.0K | 0.00% | −14−6.5% | Reduced |
| Highlander Capital Management, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 200 | $18.0K | 0.01% | +4+2.0% | Added |
| Covestor Ltd | 207 | $19.0K | 0.02% | −575−73.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 218 | $19.0K | 0.00% | −529−70.8% | Reduced |
| New Millennium Group LLC | 212 | $19.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 210 | $19.0K | 0.00% | +41+24.3% | Added |
| Trustcore Financial Services, LLC | 223 | $20.0K | 0.00% | −912−80.4% | Reduced |
| Central Bank & Trust Co | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 251 | $22.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $22.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 262 | $23.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 269 | $24.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 262 | $24.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 278 | $25.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 278 | $25.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $26.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 288 | $26.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 288 | $26.0K | 0.00% | +23+8.7% | Added |
| Simplex Trading, LLC | 301 | $26.0K | 0.00% | +301 | New |
| Peoples Financial Services Corp. | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $29.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 335 | $30.0K | 0.00% | −10−2.9% | Reduced |
| Valley National Advisers Inc | 338 | $30.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 337 | $30.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 338 | $30.0K | 0.01% | 00.0% | Unchanged |