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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 405 | $36.0K | 0.00% | +201+98.5% | Added |
| Maryland Capital Advisors Inc. | 393 | $35.0K | 0.04% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 377 | $34.0K | 0.00% | −238,816−99.8% | Reduced |
| Leonteq Securities AG | 367 | $32.8K | 0.00% | +367 | 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 |
| Arrow Financial Corp | 335 | $30.0K | 0.00% | −10−2.9% | Reduced |
| Valley National Advisers Inc | 338 | $30.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 337 | $30.0K | 0.03% | 00.0% | Unchanged |
| Trust Co | 338 | $30.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Peoples Financial Services Corp. | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $29.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $26.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 288 | $26.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 288 | $26.0K | 0.00% | +23+8.7% | Added |
| Simplex Trading, LLC | 301 | $26.0K | 0.00% | +301 | New |
| Evermay Wealth Management LLC | 278 | $25.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 278 | $25.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 269 | $24.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 262 | $24.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 262 | $23.0K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 251 | $22.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $22.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 223 | $20.0K | 0.00% | −912−80.4% | Reduced |
| Covestor Ltd | 207 | $19.0K | 0.02% | −575−73.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 218 | $19.0K | 0.00% | −529−70.8% | Reduced |
| New Millennium Group LLC | 212 | $19.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 210 | $19.0K | 0.00% | +41+24.3% | Added |
| Bogart Wealth, LLC | 202 | $18.0K | 0.00% | −14−6.5% | Reduced |
| Highlander Capital Management, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 200 | $18.0K | 0.01% | +4+2.0% | Added |
| DuPont Capital Management Corp | 195 | $17.0K | 0.00% | −17,616−98.9% | Reduced |
| Massmutual Trust Co FSB | 185 | $17.0K | 0.00% | −411−69.0% | Reduced |
| First Community Trust NA | 192 | $17.0K | 0.02% | −267−58.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $17.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 189 | $17.0K | 0.00% | +24+14.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $15.0K | 0.00% | −400−70.8% | Reduced |
| Pinnacle Financial Partners Inc | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 165 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 169 | $15.0K | 0.00% | +169 | New |
| Cyrus J. Lawrence, LLC | 167 | $14.0K | 0.00% | −250−60.0% | Reduced |
| First Manhattan Co | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 146 | $13.0K | 0.00% | +2+1.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 139 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 131 | $12.0K | 0.00% | +1+0.8% | Added |
| Legend Financial Advisors, Inc. | 124 | $11.1K | 0.01% | +124 | New |
| Baldwin Brothers Inc | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 106 | $10.0K | 0.01% | −582−84.6% | Reduced |
| Tfo-TDC, LLC | 116 | $10.0K | 0.00% | −24−17.1% | Reduced |
| JFS Wealth Advisors, LLC | 107 | $10.0K | 0.00% | −13−10.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 116 | $10.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 114 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 116 | $10.0K | 0.00% | +116 | New |
| WR Wealth Planners, LLC | 110 | $9.84K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 105 | $9.00K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $9.00K | 0.00% | +45+73.8% | Added |
| Hallmark Capital Management Inc | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 82 | $7.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 73 | $7.00K | 0.00% | +21+40.4% | Added |
| JJJ Advisors Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $6.00K | 0.00% | +3+4.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 63 | $6.00K | 0.00% | +8+14.5% | Added |
| Kelly Financial Services LLC | 65 | $5.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 60 | $5.00K | 0.07% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $5.00K | 0.00% | +5+10.2% | Added |
| Schubert & Co | 52 | $5.00K | 0.00% | +10+23.8% | Added |
| Aua Capital Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $3.58K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 39 | $3.00K | 0.00% | +39 | New |
| MCF Advisors LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 19 | $2.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 27 | $2.00K | 0.00% | +27 | New |
| Glen Eagle Advisors, LLC | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 21 | $1.00K | 0.00% | −18−46.2% | Reduced |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | −13−46.4% | Reduced |
| Loomis Sayles & Co L P | 16 | $1.00K | 0.00% | −2−11.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Siena Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12 | $1.00K | 0.00% | +11+1,100.0% | Added |
| PSI Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |