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 |
|---|---|---|---|---|---|
| CTC Capital Management, LLC | 12,000 | $1.07M | 0.89% | +12,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,717 | $1.05M | 0.03% | −2,138−15.4% | Reduced |
| Rafferty Asset Management, LLC | 11,718 | $1.05M | 0.01% | +8,460+259.7% | Added |
| Hummer Financial Advisory Services Inc | 11,663 | $1.04M | 1.23% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,636 | $1.04M | 0.02% | −150−1.3% | Reduced |
| United Services Automobile Association | 11,550 | $1.03M | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11,530 | $1.03M | 1.62% | +11,525+230,500.0% | Added |
| Acadian Asset Management LLC | 11,426 | $1.02M | 0.01% | +3,102+37.3% | Added |
| Baillie Gifford & Co | 11,353 | $1.01M | 0.00% | −7,643−40.2% | Reduced |
| Waratah Capital Advisors Ltd. | 11,327 | $1.01M | 0.07% | +166+1.5% | Added |
| 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 |
| South Dakota Investment Council | 11,280 | $1.01M | 0.02% | 00.0% | Unchanged |
| Enhancing Capital LLC | 11,706 | $1.00M | 1.24% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,148 | $997.0K | 0.03% | −7,620−40.6% | Reduced |
| Assetmark, Inc | 11,110 | $994.0K | 0.00% | +3,005+37.1% | Added |
| North Star Investment Management Corp. | 10,885 | $973.0K | 0.10% | +6+0.1% | Added |
| Valmark Advisers, Inc. | 10,801 | $966.0K | 0.02% | +211+2.0% | Added |
| ICW Investment Advisors LLC | 10,771 | $963.0K | 0.65% | +65+0.6% | Added |
| HM Payson & Co | 10,700 | $957.0K | 0.03% | −100−0.9% | Reduced |
| Central Trust Co | 10,566 | $945.0K | 0.03% | −40−0.4% | Reduced |
| Ieq Capital, LLC | 10,454 | $935.0K | 0.03% | +4,891+87.9% | Added |
| Hendershot Investments Inc. | 10,446 | $934.0K | 0.18% | −700−6.3% | Reduced |
| Allworth Financial LP | 10,388 | $929.0K | 0.01% | +117+1.1% | Added |
| Fiduciary Trust Co | 10,286 | $919.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,153 | $918.0K | 0.01% | −29−0.3% | Reduced |
| 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 |
| Moisand Fitzgerald Tamayo, LLC | 10,159 | $909.0K | 0.25% | +121+1.2% | Added |
| IFP Advisors, Inc | 14,500 | $908.0K | 0.03% | +2,203+17.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,122 | $905.0K | 1.05% | −575−5.4% | Reduced |
| Credential Qtrade Securities Inc. | 10,032 | $897.2K | 0.07% | +316+3.3% | Added |
| Kesler, Norman & Wride, LLC | 9,978 | $892.0K | 0.25% | +44+0.4% | Added |
| Diversified Trust Co | 9,892 | $885.0K | 0.04% | +1,956+24.6% | Added |
| Laurel Wealth Advisors, Inc. | 9,879 | $883.0K | 0.09% | −1,108−10.1% | Reduced |
| American State Bank (Iowa) | 9,855 | $881.3K | 0.76% | −96−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,811 | $878.0K | 0.05% | +1,776+22.1% | Added |
| Apollon Wealth Management, LLC | 9,807 | $877.0K | 0.07% | +476+5.1% | Added |
| Wealth Alliance | 9,710 | $869.0K | 0.17% | +89+0.9% | Added |
| Davenport & Co LLC | 9,684 | $866.0K | 0.01% | −155−1.6% | Reduced |
| Bayesian Capital Management, LP | 9,657 | $864.0K | 0.18% | −7,681−44.3% | Reduced |
| Van Hulzen Asset Management, LLC | 9,534 | $853.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| WNY Asset Management, LLC | 9,423 | $842.0K | 0.31% | +30.0% | Added |
| Romano Brothers and Company | 9,334 | $835.0K | 0.13% | +9,334 | New |
| Spinnaker Trust | 9,298 | $832.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Balentine LLC | 9,171 | $820.0K | 0.03% | −10.0% | Reduced |
| Greenleaf Trust | 9,095 | $813.0K | 0.01% | +684+8.1% | Added |
| National Asset Management, Inc. | 9,067 | $812.0K | 0.02% | +5,792+176.9% | Added |
| Cetera Investment Advisers | 9,054 | $810.0K | 0.02% | −95−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 8,982 | $803.0K | 0.10% | −2,433−21.3% | Reduced |
| Bridgefront Capital, LLC | 8,949 | $800.0K | 0.82% | +5,489+158.6% | Added |
| Oppenheimer & Co Inc | 8,739 | $782.0K | 0.02% | +546+6.7% | Added |
| 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 |
| Resources Management Corp | 8,662 | $775.0K | 0.13% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 8,650 | $774.0K | 0.38% | 00.0% | Unchanged |
| 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 |
| Wealthspire Advisors, LLC | 8,552 | $765.0K | 0.02% | +1,626+23.5% | Added |
| Kinneret Advisory, LLC | 8,510 | $761.0K | 0.11% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $752.0K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,373 | $749.0K | 0.03% | −10.0% | Reduced |
| 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 |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $729.0K | 0.06% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 8,145 | $728.0K | 0.01% | −6,034−42.6% | Reduced |
| Stratos Wealth Advisors, LLC | 8,103 | $725.0K | 0.08% | −1,616−16.6% | Reduced |
| Beaton Management Co. Inc. | 7,971 | $713.0K | 0.54% | 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 |
| Aristotle Atlantic Partners, LLC | 7,941 | $710.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,924 | $709.0K | 0.01% | −27,558−77.7% | Reduced |
| Ronald Blue Trust, Inc. | 7,021 | $707.0K | 0.01% | +659+10.4% | Added |
| Red Cedar Investment Management, LLC | 7,896 | $706.0K | 0.12% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 7,856 | $703.0K | 0.38% | +255+3.4% | Added |
| Trustmark National Bank Trust Department | 7,775 | $695.0K | 0.07% | +190+2.5% | Added |
| Empirical Finance, LLC | 7,679 | $687.0K | 0.08% | +1,256+19.6% | Added |
| Snowden Capital Advisors LLC | 7,671 | $686.0K | 0.03% | −93−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 7,604 | $682.0K | 0.02% | +399+5.5% | Added |
| AXA S.A. | 7,545 | $674.7K | 0.00% | −76−1.0% | Reduced |
| Ascent Group, LLC | 7,335 | $670.0K | 0.08% | +2,491+51.4% | Added |
| JSF Financial, LLC | 7,454 | $667.0K | 0.25% | +266+3.7% | Added |
| Mather Group, LLC. | 7,414 | $663.0K | 0.01% | −30.0% | Reduced |
| Park Avenue Securities LLC | 7,398 | $662.0K | 0.01% | +485+7.0% | Added |
| Versor Investments LP | 7,393 | $661.0K | 0.04% | +7,393 | New |
| Lantz Financial LLC | 7,357 | $658.0K | 0.34% | 00.0% | Unchanged |
| Investment House LLC | 7,300 | $653.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,296 | $652.0K | 0.02% | −946−11.5% | Reduced |
| Qtron Investments LLC | 7,263 | $650.0K | 0.16% | +3,630+99.9% | Added |
| TD Private Client Wealth LLC | 7,153 | $639.7K | 0.03% | −84−1.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $639.0K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,084 | $634.0K | 0.44% | 00.0% | Unchanged |