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 |
|---|---|---|---|---|---|
| Northstar Asset Management Inc | 4,500 | $402.4K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,502 | $403.0K | 0.03% | +1,190+35.9% | Added |
| Smithfield Trust Co | 4,505 | $404.0K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 4,556 | $407.0K | 0.02% | +4,556 | New |
| Brandywine Oak Private Wealth LLC | 4,578 | $409.0K | 0.06% | −40−0.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,602 | $412.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,661 | $417.0K | 0.02% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,669 | $418.0K | 0.18% | +983+26.7% | Added |
| Metis Global Partners, LLC | 4,683 | $419.0K | 0.07% | −70−1.5% | Reduced |
| Brookstone Capital Management | 5,143 | $423.0K | 0.01% | −3−0.1% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $423.0K | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 4,736 | $424.0K | 0.00% | −39,797−89.4% | Reduced |
| Proequities, Inc. | 4,755 | $425.0K | 0.04% | +36+0.8% | Added |
| CIBC World Markets Corp | 4,786 | $428.0K | 0.01% | −17,235−78.3% | Reduced |
| Mission Wealth Management, LP | 4,783 | $428.0K | 0.02% | −4,183−46.7% | Reduced |
| Accurate Wealth Management, LLC | 4,990 | $429.0K | 0.18% | +2,973+147.4% | Added |
| Buckley Wealth Management, LLC | 4,820 | $431.0K | 0.16% | −1,217−20.2% | Reduced |
| Mill Capital Management, LLC | 4,824 | $431.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,283 | $431.0K | 0.10% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,857 | $434.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,849 | $434.0K | 0.04% | +74+1.5% | Added |
| Alpha Cubed Investments, LLC | 4,886 | $437.0K | 0.03% | −424−8.0% | Reduced |
| Marcum Wealth, LLC | 4,888 | $437.0K | 0.07% | +16+0.3% | Added |
| Hudock, Inc. | 4,905 | $438.0K | 0.15% | +16+0.3% | Added |
| PAX Financial Group, LLC | 4,911 | $439.0K | 0.11% | +90+1.9% | Added |
| Wealth Architects, LLC | 4,920 | $440.0K | 0.09% | −27−0.5% | Reduced |
| Advisors Capital Management, LLC | 4,799 | $444.0K | 0.01% | +108+2.3% | Added |
| Bank Ozk | 5,012 | $448.0K | 0.24% | −10.0% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $454.0K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 5,089 | $455.0K | 0.07% | +1,102+27.6% | Added |
| Bryn Mawr Trust Co | 5,113 | $457.0K | 0.02% | −1,043−16.9% | Reduced |
| TrinityPoint Wealth, LLC | 5,111 | $457.0K | 0.10% | +286+5.9% | Added |
| North Star Asset Management Inc | 5,137 | $459.0K | 0.03% | −48−0.9% | Reduced |
| Trust Co of Toledo NA | 5,157 | $461.0K | 0.09% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 5,188 | $464.0K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,200 | $465.0K | 0.02% | +1,520+41.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,217 | $467.0K | 0.06% | −111−2.1% | Reduced |
| SPC Financial, Inc. | 5,250 | $470.0K | 0.06% | −200−3.7% | Reduced |
| Boston Family Office LLC | 5,251 | $470.0K | 0.04% | 00.0% | Unchanged |
| Cetera Advisors LLC | 5,266 | $471.0K | 0.01% | −1,460−21.7% | Reduced |
| Atria Wealth Solutions, Inc. | 5,280 | $471.8K | 0.01% | −99−1.8% | Reduced |
| Chesley Taft & Associates LLC | 5,280 | $472.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,310 | $475.0K | 0.04% | −370−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,307 | $475.0K | 0.05% | +1,247+30.7% | Added |
| Greenfield Savings Bank | 5,379 | $481.0K | 0.35% | −155−2.8% | Reduced |
| LVZ Advisors, Inc. | 5,428 | $485.0K | 0.08% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,429 | $486.0K | 0.07% | −92−1.7% | Reduced |
| Equitable Holdings, Inc. | 5,450 | $487.0K | 0.01% | +673+14.1% | Added |
| ICA Group Wealth Management, LLC | 5,504 | $492.0K | 0.10% | +33+0.6% | Added |
| AIA Group Ltd | 5,530 | $495.0K | 0.03% | −3,408−38.1% | Reduced |
| Front Barnett Associates LLC | 5,551 | $496.0K | 0.07% | 00.0% | Unchanged |
| Courier Capital LLC | 5,570 | $498.0K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,572 | $498.3K | 0.18% | −156−2.7% | Reduced |
| FineMark National Bank & Trust | 5,584 | $499.0K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,607 | $501.0K | 0.03% | −9−0.2% | Reduced |
| Woodward Diversified Capital, LLC | 5,630 | $503.0K | 0.41% | −238−4.1% | Reduced |
| Sante Capital Fund, LP | 5,628 | $503.0K | 1.03% | +5,628 | New |
| Old Second National Bank of Aurora | 5,678 | $508.0K | 0.16% | −180−3.1% | Reduced |
| McDonald Partners LLC | 5,675 | $508.0K | 0.19% | −31−0.5% | Reduced |
| Chiron Investment Management, LLC | 5,786 | $517.0K | 0.10% | +5,576+2,655.2% | Added |
| Sawtooth Solutions, LLC | 5,810 | $520.0K | 0.08% | +1,723+42.2% | Added |
| Investment Partners, Ltd. | 5,832 | $522.0K | 0.16% | +3,770+182.8% | Added |
| Geneos Wealth Management Inc. | 5,944 | $531.0K | 0.04% | −6,147−50.8% | Reduced |
| Moors & Cabot, Inc. | 5,933 | $531.0K | 0.04% | −2,413−28.9% | Reduced |
| Chicago Capital, LLC | 5,965 | $533.0K | 0.03% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,962 | $533.0K | 0.30% | +255+4.5% | Added |
| Vantage Financial Partners, LLC | 5,989 | $536.0K | 0.36% | +34+0.6% | Added |
| Sigma Planning Corp | 6,005 | $537.0K | 0.02% | −25−0.4% | Reduced |
| Bridges Investment Management Inc | 6,000 | $537.0K | 0.02% | 00.0% | Unchanged |
| Fiera Capital Corp | 6,020 | $538.0K | 0.00% | −1,475−19.7% | Reduced |
| Bessemer Group Inc | 6,042 | $540.0K | 0.00% | +1,373+29.4% | Added |
| AlphaStar Capital Management, LLC | 6,061 | $542.0K | 0.06% | +438+7.8% | Added |
| Prelude Capital Management, LLC | 6,072 | $543.0K | 0.03% | +6,072 | New |
| Avantax Planning Partners, Inc. | 6,172 | $552.0K | 0.02% | −1,356−18.0% | Reduced |
| Northern Oak Wealth Management Inc | 6,188 | $553.0K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,232 | $557.0K | 0.09% | +200+3.3% | Added |
| Jackson Creek Investment Advisors LLC | 6,275 | $561.0K | 0.26% | −195−3.0% | Reduced |
| Meeder Asset Management Inc | 6,287 | $562.0K | 0.03% | +221+3.6% | Added |
| Boothbay Fund Management, LLC | 6,299 | $563.0K | 0.02% | +2,673+73.7% | Added |
| Tokio Marine Asset Management Co Ltd | 6,323 | $565.0K | 0.05% | +667+11.8% | Added |
| Boston Private Wealth LLC | 6,354 | $568.0K | 0.01% | +1,670+35.7% | Added |
| Raleigh Capital Management Inc. | 6,378 | $571.0K | 0.33% | +453+7.6% | Added |
| City State Bank | 6,422 | $574.0K | 0.40% | −163−2.5% | Reduced |
| Coastline Trust Co | 6,416 | $574.0K | 0.09% | −50−0.8% | Reduced |
| MPS Loria Financial Planners, LLC | 6,426 | $575.0K | 0.22% | −200−3.0% | Reduced |
| Ti-Trust, Inc | 6,430 | $575.0K | 0.62% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,467 | $578.3K | 0.07% | −86−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 6,473 | $579.0K | 0.06% | +1,465+29.3% | Added |
| CWM Advisors, LLC | 6,492 | $581.0K | 0.08% | +292+4.7% | Added |
| Exchange Traded Concepts, LLC | 6,516 | $583.0K | 0.02% | +113+1.8% | Added |
| Integrated Advisors Network LLC | 6,528 | $584.0K | 0.04% | −152−2.3% | Reduced |
| Plancorp, LLC | 6,549 | $586.0K | 0.04% | −25−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,576 | $588.0K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,606 | $591.0K | 0.15% | −261−3.8% | Reduced |
| Ballentine Partners, LLC | 6,684 | $597.0K | 0.02% | +236+3.7% | Added |
| Wedbush Securities Inc | 6,712 | $600.0K | 0.03% | +236+3.6% | Added |
| Engineers Gate Manager LP | 6,715 | $601.0K | 0.04% | −17,386−72.1% | Reduced |
| FIL Ltd | 6,754 | $604.0K | 0.00% | −356−5.0% | Reduced |
| Johnson Financial Group, Inc. | 6,682 | $607.0K | 0.06% | −6,828−50.5% | Reduced |
| Foundations Investment Advisors, LLC | 6,838 | $611.0K | 0.03% | +80+1.2% | Added |