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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 2,274 | $203.0K | 0.43% | +2,274 | New |
| Osborne Partners Capital Management, LLC | 2,277 | $204.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,285 | $204.0K | 0.05% | +2,285 | New |
| Exchange Capital Management, Inc. | 2,313 | $207.0K | 0.05% | −25−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,314 | $207.0K | 0.02% | +6+0.3% | Added |
| Addison Advisors LLC | 2,330 | $208.0K | 0.13% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $210.0K | 0.07% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,357 | $211.0K | 0.11% | −232−9.0% | Reduced |
| Well Done, LLC | 2,360 | $211.0K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $212.0K | 0.04% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 2,387 | $213.0K | 0.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,394 | $214.0K | 0.00% | −18−0.7% | Reduced |
| LCNB Corp | 2,393 | $214.0K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,397 | $214.0K | 0.01% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,314 | $214.0K | 0.13% | +10.0% | Added |
| FourThought Financial, LLC | 2,407 | $215.0K | 0.03% | −1,338−35.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,400 | $215.0K | 0.02% | −208−8.0% | Reduced |
| Guardian Wealth Advisors, LLC | 2,412 | $216.0K | 0.04% | +2,412 | New |
| Galvin, Gaustad & Stein, LLC | 2,426 | $217.0K | 0.02% | −861−26.2% | Reduced |
| Boenning & Scattergood, Inc. | 2,443 | $218.0K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 2,437 | $218.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,436 | $218.0K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,434 | $218.0K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 219 | $219.0K | 0.03% | −2,241−91.1% | Reduced |
| StrategIQ Financial Group, LLC | 2,454 | $219.0K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,450 | $219.0K | 0.02% | +75+3.2% | Added |
| Merit Financial Group, LLC | 2,493 | $223.0K | 0.01% | +2,493 | New |
| Aptus Capital Advisors, LLC | 2,491 | $223.0K | 0.01% | +2,491 | New |
| Sequoia Financial Advisors, LLC | 2,510 | $224.0K | 0.01% | −756−23.1% | Reduced |
| Enlightenment Research, LLC | 2,500 | $224.0K | 0.50% | +2,500 | New |
| Warther Private Wealth, LLC | 2,515 | $225.0K | 0.18% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,529 | $226.0K | 0.04% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $226.0K | 0.06% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,538 | $227.0K | 0.03% | +2,538 | New |
| Waters Parkerson & Co., LLC | 2,544 | $228.0K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,557 | $229.0K | 0.10% | +19+0.7% | Added |
| XTX Topco Ltd | 2,571 | $230.0K | 0.06% | +2,571 | New |
| SeaCrest Wealth Management, LLC | 2,592 | $232.0K | 0.04% | −12−0.5% | Reduced |
| Johnson Midwest Financial, LLC | 2,617 | $234.0K | 0.89% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,613 | $234.0K | 0.06% | +48+1.9% | Added |
| Financial Advisors Network, Inc. | 2,613 | $234.0K | 0.07% | +255+10.8% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $235.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $235.0K | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,627 | $235.0K | 0.07% | +2,627 | New |
| Brighton Jones LLC | 2,651 | $237.0K | 0.01% | +278+11.7% | Added |
| V Wealth Advisors LLC | 2,661 | $238.0K | 0.05% | −5−0.2% | Reduced |
| SkyOak Wealth, LLC | 2,658 | $238.0K | 0.09% | 00.0% | Unchanged |
| Ergoteles LLC | 2,656 | $238.0K | 0.01% | +2,656 | New |
| IFG Advisors, LLC | 2,670 | $239.0K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,618 | $239.0K | 0.02% | −12−0.5% | Reduced |
| Norris Perne & French LLP | 2,672 | $239.0K | 0.02% | +130+5.1% | Added |
| OneAscent Wealth Management LLC | 2,686 | $240.0K | 0.13% | +177+7.1% | Added |
| MJP Associates Inc | 2,698 | $241.0K | 0.07% | −5−0.2% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $241.0K | 0.06% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $241.0K | 0.05% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,707 | $242.0K | 0.05% | +2,707 | New |
| Fulton Bank, N.A. | 2,715 | $243.0K | 0.01% | +243+9.8% | Added |
| Tompkins Financial Corp | 2,715 | $243.0K | 0.04% | +329+13.8% | Added |
| Live Oak Private Wealth LLC | 2,736 | $245.0K | 0.05% | +2,736 | New |
| Tocqueville Asset Management L.P. | 2,753 | $246.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 2,752 | $246.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,752 | $246.0K | 0.04% | 00.0% | Unchanged |
| LMCG Investments, LLC | 2,763 | $247.0K | 0.02% | −136−4.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $247.0K | 0.08% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,770 | $248.0K | 0.03% | +188+7.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,770 | $248.0K | 0.06% | +1,880+211.2% | Added |
| Capital Investment Services of America, Inc. | 2,786 | $249.0K | 0.03% | −550−16.5% | Reduced |
| Stephens Inc | 2,781 | $249.0K | 0.01% | +64+2.4% | Added |
| Perigon Wealth Management, LLC | 2,799 | $250.0K | 0.02% | +18+0.6% | Added |
| Baldwin Investment Management, LLC | 2,800 | $250.0K | 0.10% | +47+1.7% | Added |
| HBK Sorce Advisory LLC | 2,805 | $251.0K | 0.02% | +2,805 | New |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $253.0K | 0.03% | −2,247−44.3% | Reduced |
| MTM Investment Management, LLC | 2,830 | $253.0K | 0.14% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 2,836 | $254.0K | 0.02% | −100−3.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,843 | $254.0K | 0.15% | 00.0% | Unchanged |
| Argent Trust Co | 2,860 | $255.0K | 0.02% | −154−5.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,861 | $256.0K | 0.02% | +3+0.1% | Added |
| Carlson Capital Management | 2,873 | $257.0K | 0.02% | +20+0.7% | Added |
| Umb Bank N A | 2,887 | $259.0K | 0.00% | −39−1.3% | Reduced |
| Bremer Bank National Association | 2,893 | $259.0K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,909 | $260.0K | 0.07% | +2,909 | New |
| Mark Stevens | 2,912 | $261.0K | 0.04% | −608−17.3% | Reduced |
| Boston Financial Mangement LLC | 2,920 | $261.0K | 0.01% | +155+5.6% | Added |
| Providence Wealth Advisors, LLC | 2,873 | $262.0K | 0.20% | +7+0.2% | Added |
| BTR Capital Management Inc | 2,941 | $263.0K | 0.04% | +49+1.7% | Added |
| Pacer Advisors, Inc. | 2,948 | $264.0K | 0.00% | −83,950−96.6% | Reduced |
| Values First Advisors, Inc. | 2,948 | $264.0K | 0.19% | +809+37.8% | Added |
| HB Wealth Management, LLC | 2,975 | $266.0K | 0.01% | −2,620−46.8% | Reduced |
| Connectus Wealth, LLC | 2,988 | $267.0K | 0.01% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,000 | $268.0K | 0.10% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 2,997 | $268.0K | 0.41% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 3,000 | $268.0K | 0.01% | +125+4.3% | Added |
| Vaughan David Investments LLC | 3,003 | $269.0K | 0.01% | +15+0.5% | Added |
| Oak Thistle LLC | 3,014 | $270.0K | 0.97% | −1,348−30.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,025 | $270.5K | 0.11% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,034 | $271.0K | 0.08% | −152−4.8% | Reduced |
| CRA Financial Services, LLC | 3,030 | $271.0K | 0.10% | 00.0% | Unchanged |
| Keystone Financial Group | 3,045 | $272.0K | 0.06% | +30+1.0% | Added |
| Clarius Group, LLC | 3,069 | $274.0K | 0.03% | +225+7.9% | Added |
| Kovitz Investment Group Partners, LLC | 3,060 | $274.0K | 0.01% | +3,060 | New |