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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,072 | $275.0K | 0.03% | −247−7.4% | Reduced |
| First Interstate Bank | 3,079 | $275.0K | 0.02% | +354+13.0% | Added |
| J.W. Cole Advisors, Inc. | 3,081 | $276.0K | 0.02% | +80+2.7% | Added |
| Strategic Blueprint, LLC | 3,101 | $277.0K | 0.04% | +894+40.5% | Added |
| Parkside Financial Bank & Trust | 3,111 | $278.0K | 0.09% | +10.0% | Added |
| International Assets Investment Management, LLC | 3,122 | $279.0K | 0.06% | +217+7.5% | Added |
| Pitcairn Co | 3,155 | $282.0K | 0.03% | −18−0.6% | Reduced |
| MBE Wealth Management, LLC | 3,149 | $282.0K | 0.21% | 00.0% | Unchanged |
| Haverford Trust Co | 3,180 | $284.0K | 0.00% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,192 | $285.0K | 0.20% | +55+1.8% | Added |
| Bailard, Inc. | 3,203 | $286.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,196 | $286.0K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,224 | $288.0K | 0.04% | +308+10.6% | Added |
| Planning Center, Inc. | 3,390 | $289.0K | 0.23% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,231 | $289.0K | 0.06% | +748+30.1% | Added |
| D L Carlson Investment Group Inc | 3,255 | $291.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $291.0K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,253 | $291.0K | 0.01% | +874+36.7% | Added |
| Integrated Wealth Concepts LLC | 3,267 | $292.0K | 0.01% | +86+2.7% | Added |
| Duncker Streett & Co Inc | 3,280 | $293.0K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,299 | $295.0K | 0.03% | +35+1.1% | Added |
| Inspirion Wealth Advisors, LLC | 3,307 | $296.0K | 0.07% | +2+0.1% | Added |
| Bank of Stockton | 3,332 | $298.0K | 0.12% | −300−8.3% | Reduced |
| Summit Asset Management, LLC | 3,335 | $298.0K | 0.10% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,358 | $300.0K | 0.03% | +23+0.7% | Added |
| Centre Asset Management, LLC | 3,354 | $300.0K | 0.08% | +21+0.6% | Added |
| Squarepoint Ops LLC | 3,357 | $300.0K | 0.00% | +3,357 | New |
| 55I, LLC | 3,374 | $302.0K | 0.01% | +3,374 | New |
| Kerntke Otto McGlone Wealth Management Group | 3,412 | $305.0K | 0.46% | −6−0.2% | Reduced |
| Lewis Capital Management, LLC | 3,410 | $305.0K | 0.47% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,284 | $305.2K | 0.01% | +939+40.0% | Added |
| WFA Asset Management Corp | 3,417 | $305.5K | 0.22% | −84−2.4% | Reduced |
| Capital Advisors Inc | 3,628 | $306.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,429 | $307.0K | 0.22% | −25−0.7% | Reduced |
| Lincoln National Corp | 3,432 | $307.0K | 0.01% | +6+0.2% | Added |
| Moody National Bank Trust Division | 3,433 | $307.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,454 | $309.0K | 0.12% | +337+10.8% | Added |
| Zions Bancorporation, N.A. | 3,467 | $310.0K | 0.03% | −36−1.0% | Reduced |
| Crewe Advisors LLC | 3,465 | $310.0K | 0.06% | +50+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,482 | $311.0K | 0.02% | +3,482 | New |
| Checchi Capital Advisers, LLC | 3,497 | $313.0K | 0.03% | +100+2.9% | Added |
| Ascension Asset Management LLC | 3,500 | $313.0K | 0.25% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,500 | $313.0K | 0.01% | 00.0% | Unchanged |
| Premier Asset Management LLC | 3,519 | $315.0K | 0.33% | +3,519 | New |
| Financial Advocates Investment Management | 3,542 | $317.0K | 0.03% | +9+0.3% | Added |
| Atlantic Trust, LLC | 3,575 | $320.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,579 | $320.0K | 0.01% | +394+12.4% | Added |
| Sandy Spring Bank | 3,599 | $322.0K | 0.02% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,601 | $322.0K | 0.08% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $326.0K | 0.08% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,682 | $329.0K | 0.06% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,681 | $329.0K | 0.05% | +450+13.9% | Added |
| Schechter Investment Advisors, LLC | 3,690 | $330.0K | 0.03% | +489+15.3% | Added |
| Jefferies Group LLC | 3,730 | $333.6K | 0.01% | +3,730 | New |
| Hutner Capital Management Inc | 3,807 | $340.0K | 0.24% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,805 | $340.0K | 0.04% | +662+21.1% | Added |
| WealthTrust Axiom LLC | 3,816 | $341.0K | 0.13% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,829 | $342.0K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 3,823 | $342.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,828 | $342.0K | 0.01% | +76+2.0% | Added |
| Midwest Professional Planners, LTD. | 3,832 | $343.0K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,863 | $345.0K | 0.08% | −185−4.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,860 | $345.0K | 0.00% | +944+32.4% | Added |
| Main Street Financial Solutions, LLC | 3,867 | $346.0K | 0.06% | +104+2.8% | Added |
| Two Sigma Securities, LLC | 3,872 | $346.0K | 0.05% | +3,872 | New |
| Wintrust Investments LLC | 3,889 | $348.0K | 0.04% | −39−1.0% | Reduced |
| Bank of New Hampshire | 3,918 | $350.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,967 | $353.0K | 0.02% | −375−8.6% | Reduced |
| IFG Advisory, LLC | 3,949 | $353.0K | 0.03% | +3,949 | New |
| Focus Financial Network, Inc. | 3,966 | $354.7K | 0.03% | +360+10.0% | Added |
| Cypress Capital Management LLC | 4,003 | $358.0K | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 4,056 | $363.0K | 0.01% | −3,037−42.8% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $363.0K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $363.9K | 0.17% | 00.0% | Unchanged |
| Heritage Trust Co | 4,069 | $364.0K | 0.06% | 00.0% | Unchanged |
| Park National Corp | 4,086 | $365.0K | 0.02% | +1,950+91.3% | Added |
| Dynamic Advisor Solutions LLC | 4,091 | $366.0K | 0.03% | +184+4.7% | Added |
| Hanson & Doremus Investment Management | 4,119 | $368.0K | 0.10% | +172+4.4% | Added |
| Becker Capital Management Inc | 4,137 | $370.0K | 0.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 4,144 | $371.0K | 0.00% | −2,875−41.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,159 | $372.0K | 0.23% | −440−9.6% | Reduced |
| 1st Source Bank | 4,202 | $376.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,201 | $376.0K | 0.01% | +147+3.6% | Added |
| Alpha Paradigm Partners, LLC | 4,212 | $377.0K | 0.16% | +770+22.4% | Added |
| Private Trust Co NA | 4,231 | $378.0K | 0.06% | +501+13.4% | Added |
| Ziegler Capital Management, LLC | 4,239 | $379.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,265 | $381.0K | 0.29% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,267 | $382.0K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,275 | $382.0K | 0.04% | +86+2.1% | Added |
| Csenge Advisory Group | 4,310 | $385.0K | 0.03% | −1,711−28.4% | Reduced |
| Carl P. Sherr & Co., LLC | 4,305 | $385.0K | 0.31% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,338 | $388.0K | 0.49% | +10.0% | Added |
| Citizens Financial Group Inc | 4,350 | $389.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,392 | $393.0K | 0.02% | −1,068−19.6% | Reduced |
| Nations Financial Group Inc, | 4,423 | $396.0K | 0.06% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,438 | $397.0K | 0.02% | −500−10.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,464 | $399.0K | 0.03% | −300−6.3% | Reduced |
| Bradley Foster & Sargent Inc | 4,466 | $399.0K | 0.01% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $399.0K | 0.94% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $402.0K | 0.46% | 00.0% | Unchanged |