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Livermore
ZHEN

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.

Institutional holdersQ3 2022: 1,012 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ3 2022: $21.0B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
CFS Investment Advisory Services, LLC67,877$1.00K0.00%+67,877New
Activest Wealth Management14$1.00K0.00%+14New
Highline Wealth Partners LLC10$8940.00%+10New
Estabrook Capital Management7$6260.00%+7New
Abound Wealth Management6$5410.00%+6New
Financial Synergies Wealth Advisors, Inc.4$3580.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP11$00.00%00.0%Unchanged
WestEnd Advisors, LLC5$00.00%+2+66.7%Added
Lee Financial Co5$00.00%+5New
Wolff Wiese Magana LLC5$00.00%+5New
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Sofos Investments, Inc.623––−84−11.9%Reduced
ING Groep NV0$00.00%−59,358−100.0%Sold out
Second Half Financial Partners, LLC0$00.00%−40,929−100.0%Sold out
Wealth Enhancement Advisory Services, LLC0$00.00%−36,783−100.0%Sold out
Cipher Capital LP0$00.00%−29,456−100.0%Sold out
PDT Partners, LLC0$00.00%−28,064−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−24,199−100.0%Sold out
Jump Financial, LLC0$00.00%−20,873−100.0%Sold out
MayTech Global Investments, LLC0$00.00%−17,432−100.0%Sold out
Natixis Investment Managers International0$00.00%−14,896−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−12,195−100.0%Sold out
DnB Asset Management AS0$00.00%−10,700−100.0%Sold out
Duality Advisers, LP0$00.00%−10,165−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−10,000−100.0%Sold out
Te Ahumairangi Investment Management Ltd0$00.00%−6,882−100.0%Sold out
Aigen Investment Management, LP0$00.00%−6,362−100.0%Sold out
EP Wealth Advisors, LLC0$00.00%−5,672−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−5,329−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−4,122−100.0%Sold out
Wellington Management Group LLP0$00.00%−3,979−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−3,854−100.0%Sold out
Ipswich Investment Management Co., Inc.0$00.00%−3,600−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−3,200−100.0%Sold out
Quantamental Technologies LLC0$00.00%−2,958−100.0%Sold out
Krane Funds Advisors LLC0$00.00%−2,699−100.0%Sold out
Barings LLC0$00.00%−2,447−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−2,431−100.0%Sold out
Neo Ivy Capital Management0$00.00%−2,384−100.0%Sold out
Brown Advisory Securities, LLC0$00.00%−2,350−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−2,306−100.0%Sold out
Bowman & Co S.C.0$00.00%−2,202−100.0%Sold out
Hightower 6M Holding, LLC0$00.00%−2,202−100.0%Sold out
Roman Butler Fullerton & Co0$00.00%−2,193−100.0%Sold out
Capital Management Corp0$00.00%−2,200−100.0%Sold out
Patriot Financial Group Insurance Agency, LLC0$00.00%−2,191−100.0%Sold out
Synovus Financial Corp0$00.00%−2,183−100.0%Sold out
Tower Bridge Advisors0$00.00%−2,185−100.0%Sold out
W Advisors, LLC0$00.00%−2,173−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−2,169−100.0%Sold out
Thompson Investment Management, Inc.0$00.00%−2,169−100.0%Sold out
Godshalk Welsh Capital Management, Inc.0$00.00%−2,150−100.0%Sold out
Kohmann Bosshard Financial Services, LLC0$00.00%−2,121−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−2,104−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−2,109−100.0%Sold out
Intrust Bank NA0$00.00%−2,096−100.0%Sold out
L.M. Kohn & Company0$00.00%−2,081−100.0%Sold out
Boston Research & Management Inc0$00.00%−2,082−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−2,143−100.0%Sold out
Shelton Capital Management0$00.00%−2,060−100.0%Sold out
Day & Ennis, LLC0$00.00%−2,055−100.0%Sold out
Plotkin Financial Advisors, LLC0$00.00%−2,042−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−2,038−100.0%Sold out
Horizon Wealth Management, LLC0$00.00%−2,040−100.0%Sold out
Blossom Wealth Management0$00.00%−2,041−100.0%Sold out
Connecticut Wealth Management, LLC0$00.00%−2,019−100.0%Sold out
Vista Capital Partners, Inc.0$00.00%−2,012−100.0%Sold out
Austin Private Wealth, LLC0$00.00%−2,011−100.0%Sold out
Equitable Trust Co0$00.00%−2,000−100.0%Sold out
McGowan Group Asset Management, Inc.0$00.00%−2,000−100.0%Sold out
Concord Wealth Partners0$00.00%−1,897−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,799−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−1,719−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−1,250−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−1,099−100.0%Sold out
CX Institutional0$00.00%−788−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−642−100.0%Sold out
Charter Oak Capital Management, LLC0$00.00%−324−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−279−100.0%Sold out
Heritage Financial Services, LLC0$00.00%−269−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−256−100.0%Sold out
Chilton Capital Management LLC0$00.00%−205−100.0%Sold out
Lansing Street Advisors0$00.00%−203−100.0%Sold out
Sterling Investment Advisors, Ltd.0$00.00%−186−100.0%Sold out
Prentice Wealth Management LLC0$00.00%−189−100.0%Sold out
Retirement Group, LLC0$00.00%−136−100.0%Sold out
Better Money Decisions, LLC0$00.00%−109−100.0%Sold out
Vectors Research Management, LLC0$00.00%−100−100.0%Sold out
Mechanics Financial Corp0$00.00%−100−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−69−100.0%Sold out
Curi Capital0$00.00%−60−100.0%Sold out
GW&K Investment Management, LLC0$00.00%−51−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−50−100.0%Sold out
Morton Brown Family Wealth, LLC0$00.00%−48−100.0%Sold out
Certified Advisory Corp0$00.00%−35−100.0%Sold out
Goodman Advisory Group, LLC0$00.00%−31−100.0%Sold out
Steward Financial Group LLC0$00.00%−38−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−22−100.0%Sold out
NFJ Investment Group, LLC0$00.00%−13−100.0%Sold out
Ahrens Investment Partners LLC0$00.00%−1−100.0%Sold out