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 |
|---|---|---|---|---|---|
| Rockland Trust Co | 6,863 | $613.0K | 0.04% | +35+0.5% | Added |
| NewEdge Wealth, LLC | 6,860 | $614.0K | 0.03% | −146−2.1% | Reduced |
| Winch Advisory Services, LLC | 6,895 | $617.0K | 0.27% | +48+0.7% | Added |
| Banque Pictet & Cie SA | 6,908 | $617.8K | 0.01% | +1,308+23.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,916 | $618.0K | 0.01% | −43−0.6% | Reduced |
| Gilbert & Cook, Inc. | 6,905 | $623.0K | 0.14% | +246+3.7% | Added |
| Wesbanco Bank Inc | 7,001 | $626.0K | 0.04% | −7−0.1% | Reduced |
| Tiedemann Advisors, LLC | 7,003 | $626.0K | 0.04% | +843+13.7% | Added |
| We Are One Seven, LLC | 6,012 | $626.0K | 0.06% | +875+17.0% | Added |
| Alaska Permanent Fund Corp | 7,005 | $627.0K | 0.01% | +2,449+53.8% | Added |
| Stephenson National Bank & Trust | 7,084 | $634.0K | 0.44% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,142 | $639.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,153 | $639.7K | 0.03% | −84−1.2% | Reduced |
| Qtron Investments LLC | 7,263 | $650.0K | 0.16% | +3,630+99.9% | Added |
| Raymond James Trust N.A. | 7,296 | $652.0K | 0.02% | −946−11.5% | Reduced |
| Investment House LLC | 7,300 | $653.0K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,357 | $658.0K | 0.34% | 00.0% | Unchanged |
| Versor Investments LP | 7,393 | $661.0K | 0.04% | +7,393 | New |
| Park Avenue Securities LLC | 7,398 | $662.0K | 0.01% | +485+7.0% | Added |
| Mather Group, LLC. | 7,414 | $663.0K | 0.01% | −30.0% | Reduced |
| JSF Financial, LLC | 7,454 | $667.0K | 0.25% | +266+3.7% | Added |
| Ascent Group, LLC | 7,335 | $670.0K | 0.08% | +2,491+51.4% | Added |
| AXA S.A. | 7,545 | $674.7K | 0.00% | −76−1.0% | Reduced |
| Beacon Pointe Advisors, LLC | 7,604 | $682.0K | 0.02% | +399+5.5% | Added |
| Snowden Capital Advisors LLC | 7,671 | $686.0K | 0.03% | −93−1.2% | Reduced |
| Empirical Finance, LLC | 7,679 | $687.0K | 0.08% | +1,256+19.6% | Added |
| Trustmark National Bank Trust Department | 7,775 | $695.0K | 0.07% | +190+2.5% | Added |
| Oarsman Capital, Inc. | 7,856 | $703.0K | 0.38% | +255+3.4% | Added |
| Red Cedar Investment Management, LLC | 7,896 | $706.0K | 0.12% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,021 | $707.0K | 0.01% | +659+10.4% | Added |
| SG Americas Securities, LLC | 7,924 | $709.0K | 0.01% | −27,558−77.7% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $710.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,957 | $712.0K | 0.02% | +598+8.1% | Added |
| Peapack Gladstone Financial Corp | 7,962 | $712.0K | 0.01% | +1,190+17.6% | Added |
| Horizon Investments, LLC | 7,962 | $712.0K | 0.02% | +2,888+56.9% | Added |
| Beaton Management Co. Inc. | 7,971 | $713.0K | 0.54% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 8,103 | $725.0K | 0.08% | −1,616−16.6% | Reduced |
| Private Advisor Group, LLC | 8,145 | $728.0K | 0.01% | −6,034−42.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $729.0K | 0.06% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 8,196 | $733.0K | 0.00% | −182−2.2% | Reduced |
| Venture Visionary Partners LLC | 8,201 | $733.0K | 0.06% | 00.0% | Unchanged |
| Searle & Co. | 8,200 | $733.0K | 0.28% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 8,342 | $746.0K | 0.11% | −85−1.0% | Reduced |
| Wetherby Asset Management Inc | 8,344 | $746.0K | 0.05% | +251+3.1% | Added |
| BKD Wealth Advisors, LLC | 8,373 | $749.0K | 0.03% | −10.0% | Reduced |
| Montag A & Associates Inc | 8,414 | $752.0K | 0.05% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 8,510 | $761.0K | 0.11% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,552 | $765.0K | 0.02% | +1,626+23.5% | Added |
| Ledyard National Bank | 8,578 | $767.0K | 0.10% | −41−0.5% | Reduced |
| Advisors Management Group Inc | 8,577 | $767.0K | 0.31% | +1,233+16.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,650 | $774.0K | 0.38% | 00.0% | Unchanged |
| Resources Management Corp | 8,662 | $775.0K | 0.13% | 00.0% | Unchanged |
| Chelsea Counsel Co | 8,679 | $776.0K | 0.48% | 00.0% | Unchanged |
| Veritable, L.P. | 8,678 | $776.0K | 0.02% | +44+0.5% | Added |
| Oppenheimer & Co Inc | 8,739 | $782.0K | 0.02% | +546+6.7% | Added |
| Bridgefront Capital, LLC | 8,949 | $800.0K | 0.82% | +5,489+158.6% | Added |
| Capital Asset Advisory Services LLC | 8,982 | $803.0K | 0.10% | −2,433−21.3% | Reduced |
| Cetera Investment Advisers | 9,054 | $810.0K | 0.02% | −95−1.0% | Reduced |
| National Asset Management, Inc. | 9,067 | $812.0K | 0.02% | +5,792+176.9% | Added |
| Greenleaf Trust | 9,095 | $813.0K | 0.01% | +684+8.1% | Added |
| Balentine LLC | 9,171 | $820.0K | 0.03% | −10.0% | Reduced |
| Alley Investment Management Company, LLC | 9,285 | $830.0K | 0.17% | −21−0.2% | Reduced |
| Legacy Private Trust Co. | 9,277 | $830.0K | 0.08% | 00.0% | Unchanged |
| Spinnaker Trust | 9,298 | $832.0K | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 9,334 | $835.0K | 0.13% | +9,334 | New |
| WNY Asset Management, LLC | 9,423 | $842.0K | 0.31% | +30.0% | Added |
| Carret Asset Management, LLC | 9,500 | $850.0K | 0.13% | 00.0% | Unchanged |
| Spirit of America Management Corp | 9,500 | $850.0K | 0.20% | +1,300+15.9% | Added |
| Van Hulzen Asset Management, LLC | 9,534 | $853.0K | 0.11% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,657 | $864.0K | 0.18% | −7,681−44.3% | Reduced |
| Davenport & Co LLC | 9,684 | $866.0K | 0.01% | −155−1.6% | Reduced |
| Wealth Alliance | 9,710 | $869.0K | 0.17% | +89+0.9% | Added |
| Apollon Wealth Management, LLC | 9,807 | $877.0K | 0.07% | +476+5.1% | Added |
| Vestmark Advisory Solutions, Inc. | 9,811 | $878.0K | 0.05% | +1,776+22.1% | Added |
| American State Bank (Iowa) | 9,855 | $881.3K | 0.76% | −96−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 9,879 | $883.0K | 0.09% | −1,108−10.1% | Reduced |
| Diversified Trust Co | 9,892 | $885.0K | 0.04% | +1,956+24.6% | Added |
| Kesler, Norman & Wride, LLC | 9,978 | $892.0K | 0.25% | +44+0.4% | Added |
| Credential Qtrade Securities Inc. | 10,032 | $897.2K | 0.07% | +316+3.3% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,122 | $905.0K | 1.05% | −575−5.4% | Reduced |
| IFP Advisors, Inc | 14,500 | $908.0K | 0.03% | +2,203+17.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10,159 | $909.0K | 0.25% | +121+1.2% | Added |
| Brown Capital Management LLC | 10,189 | $911.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 10,186 | $911.0K | 0.06% | +10,186 | New |
| D.A. Davidson & Co. | 10,153 | $918.0K | 0.01% | −29−0.3% | Reduced |
| Fiduciary Trust Co | 10,286 | $919.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 10,388 | $929.0K | 0.01% | +117+1.1% | Added |
| Hendershot Investments Inc. | 10,446 | $934.0K | 0.18% | −700−6.3% | Reduced |
| Ieq Capital, LLC | 10,454 | $935.0K | 0.03% | +4,891+87.9% | Added |
| Central Trust Co | 10,566 | $945.0K | 0.03% | −40−0.4% | Reduced |
| HM Payson & Co | 10,700 | $957.0K | 0.03% | −100−0.9% | Reduced |
| ICW Investment Advisors LLC | 10,771 | $963.0K | 0.65% | +65+0.6% | Added |
| Valmark Advisers, Inc. | 10,801 | $966.0K | 0.02% | +211+2.0% | Added |
| North Star Investment Management Corp. | 10,885 | $973.0K | 0.10% | +6+0.1% | Added |
| Assetmark, Inc | 11,110 | $994.0K | 0.00% | +3,005+37.1% | Added |
| Gotham Asset Management, LLC | 11,148 | $997.0K | 0.03% | −7,620−40.6% | Reduced |
| Enhancing Capital LLC | 11,706 | $1.00M | 1.24% | 00.0% | Unchanged |
| South Dakota Investment Council | 11,280 | $1.01M | 0.02% | 00.0% | Unchanged |
| Toews Corp | 11,300 | $1.01M | 0.74% | −1,000−8.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,304 | $1.01M | 0.09% | +527+4.9% | Added |