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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 7,005 | $627.0K | 0.01% | +2,449+53.8% | 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 |
| Gilbert & Cook, Inc. | 6,905 | $623.0K | 0.14% | +246+3.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,916 | $618.0K | 0.01% | −43−0.6% | Reduced |
| Banque Pictet & Cie SA | 6,908 | $617.8K | 0.01% | +1,308+23.4% | Added |
| Winch Advisory Services, LLC | 6,895 | $617.0K | 0.27% | +48+0.7% | Added |
| NewEdge Wealth, LLC | 6,860 | $614.0K | 0.03% | −146−2.1% | Reduced |
| Rockland Trust Co | 6,863 | $613.0K | 0.04% | +35+0.5% | Added |
| Foundations Investment Advisors, LLC | 6,838 | $611.0K | 0.03% | +80+1.2% | Added |
| Johnson Financial Group, Inc. | 6,682 | $607.0K | 0.06% | −6,828−50.5% | Reduced |
| FIL Ltd | 6,754 | $604.0K | 0.00% | −356−5.0% | Reduced |
| Engineers Gate Manager LP | 6,715 | $601.0K | 0.04% | −17,386−72.1% | Reduced |
| Wedbush Securities Inc | 6,712 | $600.0K | 0.03% | +236+3.6% | Added |
| Ballentine Partners, LLC | 6,684 | $597.0K | 0.02% | +236+3.7% | Added |
| Chicago Trust Co NA | 6,606 | $591.0K | 0.15% | −261−3.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,576 | $588.0K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 6,549 | $586.0K | 0.04% | −25−0.4% | Reduced |
| Integrated Advisors Network LLC | 6,528 | $584.0K | 0.04% | −152−2.3% | Reduced |
| Exchange Traded Concepts, LLC | 6,516 | $583.0K | 0.02% | +113+1.8% | Added |
| CWM Advisors, LLC | 6,492 | $581.0K | 0.08% | +292+4.7% | Added |
| Arete Wealth Advisors, LLC | 6,473 | $579.0K | 0.06% | +1,465+29.3% | Added |
| Eqis Capital Management, Inc. | 6,467 | $578.3K | 0.07% | −86−1.3% | Reduced |
| MPS Loria Financial Planners, LLC | 6,426 | $575.0K | 0.22% | −200−3.0% | Reduced |
| Ti-Trust, Inc | 6,430 | $575.0K | 0.62% | 00.0% | Unchanged |
| City State Bank | 6,422 | $574.0K | 0.40% | −163−2.5% | Reduced |
| Coastline Trust Co | 6,416 | $574.0K | 0.09% | −50−0.8% | Reduced |
| Raleigh Capital Management Inc. | 6,378 | $571.0K | 0.33% | +453+7.6% | Added |
| Boston Private Wealth LLC | 6,354 | $568.0K | 0.01% | +1,670+35.7% | Added |
| Tokio Marine Asset Management Co Ltd | 6,323 | $565.0K | 0.05% | +667+11.8% | Added |
| Boothbay Fund Management, LLC | 6,299 | $563.0K | 0.02% | +2,673+73.7% | Added |
| Meeder Asset Management Inc | 6,287 | $562.0K | 0.03% | +221+3.6% | Added |
| Jackson Creek Investment Advisors LLC | 6,275 | $561.0K | 0.26% | −195−3.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,232 | $557.0K | 0.09% | +200+3.3% | Added |
| Northern Oak Wealth Management Inc | 6,188 | $553.0K | 0.08% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,172 | $552.0K | 0.02% | −1,356−18.0% | Reduced |
| Prelude Capital Management, LLC | 6,072 | $543.0K | 0.03% | +6,072 | New |
| AlphaStar Capital Management, LLC | 6,061 | $542.0K | 0.06% | +438+7.8% | Added |
| Bessemer Group Inc | 6,042 | $540.0K | 0.00% | +1,373+29.4% | Added |
| Fiera Capital Corp | 6,020 | $538.0K | 0.00% | −1,475−19.7% | Reduced |
| Sigma Planning Corp | 6,005 | $537.0K | 0.02% | −25−0.4% | Reduced |
| Bridges Investment Management Inc | 6,000 | $537.0K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 5,989 | $536.0K | 0.36% | +34+0.6% | Added |
| Chicago Capital, LLC | 5,965 | $533.0K | 0.03% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,962 | $533.0K | 0.30% | +255+4.5% | Added |
| Geneos Wealth Management Inc. | 5,944 | $531.0K | 0.04% | −6,147−50.8% | Reduced |
| Moors & Cabot, Inc. | 5,933 | $531.0K | 0.04% | −2,413−28.9% | Reduced |
| Investment Partners, Ltd. | 5,832 | $522.0K | 0.16% | +3,770+182.8% | Added |
| Sawtooth Solutions, LLC | 5,810 | $520.0K | 0.08% | +1,723+42.2% | Added |
| Chiron Investment Management, LLC | 5,786 | $517.0K | 0.10% | +5,576+2,655.2% | Added |
| Old Second National Bank of Aurora | 5,678 | $508.0K | 0.16% | −180−3.1% | Reduced |
| McDonald Partners LLC | 5,675 | $508.0K | 0.19% | −31−0.5% | Reduced |
| Woodward Diversified Capital, LLC | 5,630 | $503.0K | 0.41% | −238−4.1% | Reduced |
| Sante Capital Fund, LP | 5,628 | $503.0K | 1.03% | +5,628 | New |
| Great Valley Advisor Group, Inc. | 5,607 | $501.0K | 0.03% | −9−0.2% | Reduced |
| FineMark National Bank & Trust | 5,584 | $499.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,572 | $498.3K | 0.18% | −156−2.7% | Reduced |
| Courier Capital LLC | 5,570 | $498.0K | 0.06% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 5,551 | $496.0K | 0.07% | 00.0% | Unchanged |
| AIA Group Ltd | 5,530 | $495.0K | 0.03% | −3,408−38.1% | Reduced |
| ICA Group Wealth Management, LLC | 5,504 | $492.0K | 0.10% | +33+0.6% | Added |
| Equitable Holdings, Inc. | 5,450 | $487.0K | 0.01% | +673+14.1% | Added |
| Baker Tilly Wealth Management, LLC | 5,429 | $486.0K | 0.07% | −92−1.7% | Reduced |
| LVZ Advisors, Inc. | 5,428 | $485.0K | 0.08% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,379 | $481.0K | 0.35% | −155−2.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,310 | $475.0K | 0.04% | −370−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,307 | $475.0K | 0.05% | +1,247+30.7% | Added |
| Chesley Taft & Associates LLC | 5,280 | $472.0K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,280 | $471.8K | 0.01% | −99−1.8% | Reduced |
| Cetera Advisors LLC | 5,266 | $471.0K | 0.01% | −1,460−21.7% | Reduced |
| SPC Financial, Inc. | 5,250 | $470.0K | 0.06% | −200−3.7% | Reduced |
| Boston Family Office LLC | 5,251 | $470.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,217 | $467.0K | 0.06% | −111−2.1% | Reduced |
| Toroso Investments, LLC | 5,200 | $465.0K | 0.02% | +1,520+41.3% | Added |
| Moody Lynn & Lieberson, LLC | 5,188 | $464.0K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,157 | $461.0K | 0.09% | 00.0% | Unchanged |
| North Star Asset Management Inc | 5,137 | $459.0K | 0.03% | −48−0.9% | Reduced |
| Bryn Mawr Trust Co | 5,113 | $457.0K | 0.02% | −1,043−16.9% | Reduced |
| TrinityPoint Wealth, LLC | 5,111 | $457.0K | 0.10% | +286+5.9% | Added |
| Smith, Moore & Co. | 5,089 | $455.0K | 0.07% | +1,102+27.6% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $454.0K | 0.02% | 00.0% | Unchanged |
| Bank Ozk | 5,012 | $448.0K | 0.24% | −10.0% | Reduced |
| Advisors Capital Management, LLC | 4,799 | $444.0K | 0.01% | +108+2.3% | Added |
| Wealth Architects, LLC | 4,920 | $440.0K | 0.09% | −27−0.5% | Reduced |
| PAX Financial Group, LLC | 4,911 | $439.0K | 0.11% | +90+1.9% | Added |
| Hudock, Inc. | 4,905 | $438.0K | 0.15% | +16+0.3% | Added |
| Alpha Cubed Investments, LLC | 4,886 | $437.0K | 0.03% | −424−8.0% | Reduced |
| Marcum Wealth, LLC | 4,888 | $437.0K | 0.07% | +16+0.3% | Added |
| Appleton Partners Inc | 4,857 | $434.0K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,849 | $434.0K | 0.04% | +74+1.5% | Added |
| Buckley Wealth Management, LLC | 4,820 | $431.0K | 0.16% | −1,217−20.2% | Reduced |
| Mill Capital Management, LLC | 4,824 | $431.0K | 0.05% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,283 | $431.0K | 0.10% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,990 | $429.0K | 0.18% | +2,973+147.4% | Added |
| CIBC World Markets Corp | 4,786 | $428.0K | 0.01% | −17,235−78.3% | Reduced |
| Mission Wealth Management, LP | 4,783 | $428.0K | 0.02% | −4,183−46.7% | Reduced |
| Proequities, Inc. | 4,755 | $425.0K | 0.04% | +36+0.8% | Added |
| Aviva PLC | 4,736 | $424.0K | 0.00% | −39,797−89.4% | Reduced |
| Brookstone Capital Management | 5,143 | $423.0K | 0.01% | −3−0.1% | Reduced |