Skip to main content

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
Zurcher Kantonalbank (Zurich Cantonalbank)59,510$5.32M0.03%+8,858+17.5%Added
Opus Investment Management Inc59,100$5.29M1.23%00.0%Unchanged
Janney Montgomery Scott LLC59,086$5.28M0.02%+1,986+3.5%Added
Financial Planning & Information Services, Inc.58,879$5.27M1.28%+547+0.9%Added
Stratos Wealth Partners, LTD.58,116$5.20M0.15%−3,698−6.0%Reduced
Mattern Capital Management, LLC57,930$5.18M1.08%−57−0.1%Reduced
TownSquare Capital, LLC56,638$5.07M0.14%+622+1.1%Added
Utah Retirement Systems56,484$5.05M0.08%+300+0.5%Added
Public Sector Pension Investment Board56,301$5.04M0.04%+25,960+85.6%Added
Natixis56,142$5.02M0.02%+24,547+77.7%Added
Yousif Capital Management, LLC55,831$4.99M0.07%−226−0.4%Reduced
D. E. Shaw & Co., Inc.55,560$4.97M0.01%−90,081−61.9%Reduced
Benjamin Edwards Inc55,325$4.95M1.49%+233+0.4%Added
CIBC Asset Management Inc55,244$4.94M0.02%+16,318+41.9%Added
Creative Planning55,185$4.93M0.01%+4,521+8.9%Added
Gofen & Glossberg LLC54,349$4.86M0.14%−594−1.1%Reduced
O'Shaughnessy Asset Management, LLC54,123$4.84M0.09%−3,273−5.7%Reduced
Gulf International Bank (UK) Ltd53,324$4.77M0.09%+250+0.5%Added
Azimuth Capital Investment Management LLC53,234$4.76M0.26%+1,195+2.3%Added
Kempen Capital Management N.V.52,926$4.73M0.19%00.0%Unchanged
Richard C. Young & CO., LTD.52,679$4.71M0.72%−968−1.8%Reduced
Tower Research Capital LLC (TRC)52,665$4.71M0.08%+19,161+57.2%Added
Hennion & Walsh Asset Management, Inc.51,571$4.61M0.30%−7,303−12.4%Reduced
Farmers & Merchants Investments Inc51,513$4.61M0.21%−1,960−3.7%Reduced
Public Employees Retirement Association of Colorado50,902$4.55M0.03%−51−0.1%Reduced
American Assets Investment Management, LLC50,000$4.47M0.58%00.0%Unchanged
Kingsview Wealth Management, LLC49,842$4.46M0.21%+1,183+2.4%Added
Bridgewater Associates, LP49,320$4.41M0.02%−52,723−51.7%Reduced
ProShare Advisors LLC48,913$4.37M0.02%−4,970−9.2%Reduced
Holocene Advisors, LP48,713$4.36M0.03%+48,713New
Regentatlantic Capital LLC48,314$4.32M0.13%+24,741+105.0%Added
Comerica Bank47,068$4.08M0.03%+1,547+3.4%Added
Motco45,502$4.07M0.32%+334+0.7%Added
New York Life Investment Management LLC45,036$4.03M0.05%+952+2.2%Added
Texas Permanent School Fund44,632$3.99M0.06%+2,968+7.1%Added
Albion Financial Group44,524$3.98M0.41%+216+0.5%Added
S&CO Inc44,237$3.96M0.36%00.0%Unchanged
State of Alaska, Department of Revenue43,757$3.91M0.05%−1,555−3.4%Reduced
Mutual of America Capital Management LLC43,672$3.91M0.05%+663+1.5%Added
Intech Investment Management LLC43,427$3.88M0.03%−25,915−37.4%Reduced
Options Solutions, LLC43,046$3.85M5.95%00.0%Unchanged
Redmont Wealth Advisors LLC43,046$3.85M5.01%00.0%Unchanged
Woodley Farra Manion Portfolio Management Inc42,813$3.83M0.31%−581−1.3%Reduced
LVW Advisors, LLC41,586$3.72M0.84%+498+1.2%Added
Great Lakes Advisors, LLC41,509$3.71M0.08%+504+1.2%Added
Blair William & Co41,423$3.70M0.02%+1,121+2.8%Added
Sit Investment Associates Inc41,315$3.69M0.11%−325−0.8%Reduced
GWM Advisors LLC41,269$3.69M0.06%+151+0.4%Added
Premier Fund Managers Ltd40,000$3.67M0.27%+5,000+14.3%Added
Schroder Investment Management Group40,462$3.62M0.01%−2,470−5.8%Reduced
Penobscot Investment Management Company, Inc.40,183$3.59M0.67%00.0%Unchanged
Ossiam39,988$3.58M0.10%+14,407+56.3%Added
Jupiter Asset Management Ltd39,744$3.55M0.05%+39,744New
Janus Henderson Group PLC39,279$3.51M0.00%−63,319−61.7%Reduced
Meiji Yasuda Asset Management Co Ltd.38,572$3.45M0.20%+3,050+8.6%Added
Nissay Asset Management Corp38,450$3.44M0.04%+1,324+3.6%Added
Steward Partners Investment Advisory, LLC38,052$3.40M0.06%+764+2.0%Added
FDx Advisors, Inc.38,045$3.40M0.15%−1,469−3.7%Reduced
Bank of Nova Scotia37,406$3.35M0.01%+1,133+3.1%Added
M&T Bank Corp37,151$3.32M0.01%−12,319−24.9%Reduced
CIBC Private Wealth Group, LLC36,835$3.29M0.01%−183−0.5%Reduced
Cape Cod Five Cents Savings Bank36,823$3.29M0.39%+342+0.9%Added
Czech National Bank36,654$3.28M0.09%+36,654New
Quadrature Capital Ltd36,598$3.27M0.11%+27,432+299.3%Added
Leavell Investment Management, Inc.35,884$3.21M0.25%00.0%Unchanged
Signature Wealth Management Group35,480$3.17M1.61%−3,152−8.2%Reduced
Nicholas Company, Inc.34,260$3.06M0.07%+25+0.1%Added
Shell Asset Management Co34,001$3.04M0.12%−5,839−14.7%Reduced
Point72 Hong Kong Ltd33,424$2.99M0.18%+8,304+33.1%Added
Putnam Investments LLC33,111$2.96M0.01%−1,977−5.6%Reduced
Somerset Trust Co32,997$2.95M1.37%+367+1.1%Added
Stoneridge Investment Partners LLC32,647$2.92M1.72%−4,962−13.2%Reduced
Susquehanna International Group, LLP32,509$2.91M0.01%−11,349−25.9%Reduced
Bokf, NA32,410$2.90M0.06%+6,620+25.7%Added
Harbour Investments, Inc.28,759$2.89M0.20%00.0%Unchanged
KLCM Advisors, Inc.31,594$2.83M0.66%−1,201−3.7%Reduced
Xponance, Inc.31,381$2.81M0.05%+5,176+19.8%Added
Seeyond31,242$2.79M0.34%−5,906−15.9%Reduced
British Columbia Investment Management Corp31,203$2.79M0.03%−5,422−14.8%Reduced
Cincinnati Casualty Co31,000$2.77M1.95%00.0%Unchanged
Meyer Handelman Co30,790$2.75M0.13%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd30,787$2.75M0.06%+2,602+9.2%Added
Regions Financial Corp30,368$2.72M0.03%+960+3.3%Added
Dana Investment Advisors, Inc.30,286$2.71M0.15%−282−0.9%Reduced
Captrust Financial Advisors30,262$2.71M0.02%+2,188+7.8%Added
Aquila Investment Management LLC30,000$2.68M2.01%−2,000−6.3%Reduced
N.E.W. Advisory Services LLC29,995$2.68M0.49%+311+1.0%Added
Hartford Investment Management Co29,960$2.68M0.09%−303−1.0%Reduced
Rothschild Investment Corp29,959$2.68M0.26%−120−0.4%Reduced
Sagefield Capital LP29,702$2.66M0.84%+15,629+111.1%Added
First American Bank29,674$2.65M0.28%+974+3.4%Added
Global Trust Asset Management, LLC29,428$2.63M1.37%−14,714−33.3%Reduced
Teachers Retirement System of the State of Kentucky29,416$2.63M0.03%+29,416New
Kowal Investment Group, LLC29,049$2.60M0.88%+29+0.1%Added
Dividend Assets Capital, LLC28,794$2.60M0.60%−5,081−15.0%Reduced
Associated Banc-Corp28,707$2.57M0.12%+528+1.9%Added
KCM Investment Advisors LLC28,020$2.51M0.12%−789−2.7%Reduced
Corient Capital Partners, LLC24,747$2.49M0.19%+534+2.2%Added
Keybank National Association27,731$2.48M0.01%−805−2.8%Reduced
Kestra Advisory Services, LLC26,981$2.41M0.03%+2,067+8.3%Added