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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 330 | $30.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $30.0K | 0.03% | 00.0% | Unchanged |
| Cowa, LLC | 334 | $30.0K | 0.02% | +334 | New |
| Ancora Advisors, LLC | 350 | $31.0K | 0.00% | −124−26.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 360 | $31.0K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 352 | $31.0K | 0.01% | +48+15.8% | Added |
| Leonteq Securities AG | 367 | $32.8K | 0.00% | +367 | New |
| Pinebridge Investments, L.P. | 377 | $34.0K | 0.00% | −238,816−99.8% | Reduced |
| Maryland Capital Advisors Inc. | 393 | $35.0K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 405 | $36.0K | 0.03% | +1+0.2% | Added |
| Money Concepts Capital Corp | 405 | $36.0K | 0.00% | +201+98.5% | Added |
| Front Row Advisors LLC | 415 | $37.0K | 0.02% | −5−1.2% | Reduced |
| Credit Agricole S A | 412 | $37.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $38.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 430 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 421 | $38.0K | 0.00% | +382+979.5% | Added |
| Standard Family Office LLC | 451 | $40.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $41.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $41.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $41.0K | 0.00% | +261+130.5% | Added |
| State of Wyoming | 474 | $42.0K | 0.02% | −403−46.0% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $42.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $42.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 464 | $42.0K | 0.01% | +281+153.6% | Added |
| Old North State Trust, LLC | 480 | $43.0K | 0.04% | +480 | New |
| Lindbrook Capital, LLC | 497 | $44.0K | 0.01% | −310−38.4% | Reduced |
| Altshuler Shaham Ltd | 491 | $45.0K | 0.00% | −41−7.7% | Reduced |
| Glassman Wealth Services | 501 | $45.0K | 0.01% | +48+10.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $47.0K | 0.02% | +527 | New |
| Horizons Wealth Management | 541 | $48.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 534 | $48.0K | 0.01% | +19+3.7% | Added |
| Salem Investment Counselors Inc | 558 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $50.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 566 | $51.0K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 576 | $51.0K | 0.03% | +8+1.4% | Added |
| Anchor Investment Management, LLC | 578 | $51.7K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 602 | $53.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 613 | $55.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 569 | $55.1K | 0.00% | +86+17.8% | Added |
| Barrett & Company, Inc. | 600 | $56.3K | 0.04% | +600 | New |
| Mark Sheptoff Financial Planning, LLC | 650 | $58.0K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 667 | $60.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 667 | $60.0K | 0.00% | +417+166.8% | Added |
| Operose Advisors LLC | 681 | $61.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 686 | $61.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 680 | $61.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 735 | $66.0K | 0.00% | −13−1.7% | Reduced |
| Independence Bank of Kentucky | 756 | $68.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 760 | $68.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 774 | $69.0K | 0.04% | +42+5.7% | Added |
| Prestige Wealth Management Group LLC | 776 | $70.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 800 | $72.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 813 | $73.0K | 0.02% | +3+0.4% | Added |
| BerganKDV Wealth Management, LLC | 868 | $78.0K | 0.01% | −294−25.3% | Reduced |
| Boit C F David | 867 | $78.0K | 0.06% | +867 | New |
| Rosenberg Matthew Hamilton | 883 | $79.0K | 0.03% | −66−7.0% | Reduced |
| Carolinas Wealth Consulting LLC | 16,463 | $83.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 945 | $85.0K | 0.01% | +48+5.4% | Added |
| McCarthy Grittinger Financial Group, LLC | 984 | $88.0K | 0.04% | −885−47.4% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $88.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $89.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 991 | $89.0K | 0.02% | +782+374.2% | Added |
| Alta Advisers Ltd | 1,000 | $89.0K | 0.06% | +1,000 | New |
| American Portfolios Advisors | 1,032 | $92.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,035 | $93.0K | 0.03% | −245−19.1% | Reduced |
| Tradition Wealth Management, LLC | 1,065 | $95.0K | 0.01% | +1,065 | New |
| Column Capital Advisors, LLC | 1,101 | $98.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,153 | $103.0K | 0.02% | +479+71.1% | Added |
| Whittier Trust Co | 1,163 | $104.0K | 0.00% | −152−11.6% | Reduced |
| Vestor Capital, LLC | 1,200 | $107.0K | 0.01% | +792+194.1% | Added |
| Harbor Investment Advisory, LLC | 1,224 | $109.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,232 | $110.0K | 0.01% | −563−31.4% | Reduced |
| Financial Perspectives, Inc | 1,338 | $119.7K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,424 | $127.3K | 0.05% | 00.0% | Unchanged |
| South State Corp. | 1,441 | $129.0K | 0.01% | −121−7.7% | Reduced |
| Hexagon Capital Partners LLC | 1,447 | $129.0K | 0.04% | +175+13.8% | Added |
| JNBA Financial Advisors | 1,545 | $138.0K | 0.02% | −87−5.3% | Reduced |
| Hills Bank & Trust Co | 1,549 | $139.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,571 | $140.0K | 0.00% | −115−6.8% | Reduced |
| Bray Capital Advisors | 1,592 | $142.0K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $149.0K | 0.07% | 00.0% | Unchanged |
| Country Trust Bank | 1,705 | $152.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $152.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,697 | $152.0K | 0.07% | +1,697 | New |
| TCTC Holdings, LLC | 1,713 | $153.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,750 | $157.0K | 0.01% | +62+3.7% | Added |
| CenterStar Asset Management, LLC | – | $158.0K | 0.28% | – | New |
| NuWave Investment Management, LLC | 1,782 | $159.0K | 0.18% | +1,782 | New |
| Focused Wealth Management, Inc | 1,947 | $174.0K | 0.04% | +14+0.7% | Added |
| IAG Wealth Partners, LLC | 2,032 | $182.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,072 | $185.0K | 0.09% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,100 | $188.0K | 0.09% | +2,100 | New |
| Tyler-Stone Wealth Management | 2,155 | $193.0K | 0.15% | 00.0% | Unchanged |
| TSFG, LLC | 2,221 | $199.0K | 0.09% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,240 | $200.0K | 0.09% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,249 | $201.0K | 0.01% | −51−2.2% | Reduced |
| CFM Wealth Partners LLC | 2,245 | $201.0K | 0.06% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,244 | $201.0K | 0.12% | +2,244 | New |
| Perkins Coie Trust Co | 2,257 | $202.0K | 0.08% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,255 | $202.0K | 0.15% | +155+7.4% | Added |