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 |
|---|---|---|---|---|---|
| LS Investment Advisors, LLC | 4,732 | $423.0K | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,683 | $419.0K | 0.07% | −70−1.5% | Reduced |
| West Family Investments, Inc. | 4,669 | $418.0K | 0.18% | +983+26.7% | Added |
| Forum Financial Management, LP | 4,661 | $417.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 4,602 | $412.0K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,578 | $409.0K | 0.06% | −40−0.9% | Reduced |
| Mutual Advisors, LLC | 4,556 | $407.0K | 0.02% | +4,556 | New |
| Smithfield Trust Co | 4,505 | $404.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,502 | $403.0K | 0.03% | +1,190+35.9% | Added |
| Northstar Asset Management Inc | 4,500 | $402.4K | 0.14% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $402.0K | 0.46% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4,464 | $399.0K | 0.03% | −300−6.3% | Reduced |
| Bradley Foster & Sargent Inc | 4,466 | $399.0K | 0.01% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $399.0K | 0.94% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,438 | $397.0K | 0.02% | −500−10.1% | Reduced |
| Nations Financial Group Inc, | 4,423 | $396.0K | 0.06% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,392 | $393.0K | 0.02% | −1,068−19.6% | Reduced |
| Citizens Financial Group Inc | 4,350 | $389.0K | 0.02% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,338 | $388.0K | 0.49% | +10.0% | Added |
| Csenge Advisory Group | 4,310 | $385.0K | 0.03% | −1,711−28.4% | Reduced |
| Carl P. Sherr & Co., LLC | 4,305 | $385.0K | 0.31% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,267 | $382.0K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,275 | $382.0K | 0.04% | +86+2.1% | Added |
| Alhambra Investment Partners LLC | 4,265 | $381.0K | 0.29% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 4,239 | $379.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,231 | $378.0K | 0.06% | +501+13.4% | Added |
| Alpha Paradigm Partners, LLC | 4,212 | $377.0K | 0.16% | +770+22.4% | Added |
| 1st Source Bank | 4,202 | $376.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,201 | $376.0K | 0.01% | +147+3.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,159 | $372.0K | 0.23% | −440−9.6% | Reduced |
| Mairs & Power Inc | 4,144 | $371.0K | 0.00% | −2,875−41.0% | Reduced |
| Becker Capital Management Inc | 4,137 | $370.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,119 | $368.0K | 0.10% | +172+4.4% | Added |
| Dynamic Advisor Solutions LLC | 4,091 | $366.0K | 0.03% | +184+4.7% | Added |
| Park National Corp | 4,086 | $365.0K | 0.02% | +1,950+91.3% | Added |
| Heritage Trust Co | 4,069 | $364.0K | 0.06% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $363.9K | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 4,056 | $363.0K | 0.01% | −3,037−42.8% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $363.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC | 4,003 | $358.0K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,966 | $354.7K | 0.03% | +360+10.0% | Added |
| Ameritas Investment Partners, Inc. | 3,967 | $353.0K | 0.02% | −375−8.6% | Reduced |
| IFG Advisory, LLC | 3,949 | $353.0K | 0.03% | +3,949 | New |
| Bank of New Hampshire | 3,918 | $350.0K | 0.11% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,889 | $348.0K | 0.04% | −39−1.0% | Reduced |
| Main Street Financial Solutions, LLC | 3,867 | $346.0K | 0.06% | +104+2.8% | Added |
| Two Sigma Securities, LLC | 3,872 | $346.0K | 0.05% | +3,872 | New |
| Cigna Investments Inc | 3,863 | $345.0K | 0.08% | −185−4.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,860 | $345.0K | 0.00% | +944+32.4% | Added |
| Midwest Professional Planners, LTD. | 3,832 | $343.0K | 0.20% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,829 | $342.0K | 0.01% | 00.0% | Unchanged |
| Simmons Bank | 3,823 | $342.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,828 | $342.0K | 0.01% | +76+2.0% | Added |
| WealthTrust Axiom LLC | 3,816 | $341.0K | 0.13% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 3,807 | $340.0K | 0.24% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,805 | $340.0K | 0.04% | +662+21.1% | Added |
| Jefferies Group LLC | 3,730 | $333.6K | 0.01% | +3,730 | New |
| Schechter Investment Advisors, LLC | 3,690 | $330.0K | 0.03% | +489+15.3% | Added |
| John G Ullman & Associates Inc | 3,682 | $329.0K | 0.06% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,681 | $329.0K | 0.05% | +450+13.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $326.0K | 0.08% | 00.0% | Unchanged |
| World Equity Group, Inc. | 3,601 | $322.0K | 0.08% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,599 | $322.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,575 | $320.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,579 | $320.0K | 0.01% | +394+12.4% | Added |
| Financial Advocates Investment Management | 3,542 | $317.0K | 0.03% | +9+0.3% | Added |
| Premier Asset Management LLC | 3,519 | $315.0K | 0.33% | +3,519 | New |
| Checchi Capital Advisers, LLC | 3,497 | $313.0K | 0.03% | +100+2.9% | Added |
| Ascension Asset Management LLC | 3,500 | $313.0K | 0.25% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,500 | $313.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,482 | $311.0K | 0.02% | +3,482 | New |
| Zions Bancorporation, N.A. | 3,467 | $310.0K | 0.03% | −36−1.0% | Reduced |
| Crewe Advisors LLC | 3,465 | $310.0K | 0.06% | +50+1.5% | Added |
| OneAscent Financial Services LLC | 3,454 | $309.0K | 0.12% | +337+10.8% | Added |
| Successful Portfolios LLC | 3,429 | $307.0K | 0.22% | −25−0.7% | Reduced |
| Lincoln National Corp | 3,432 | $307.0K | 0.01% | +6+0.2% | Added |
| Moody National Bank Trust Division | 3,433 | $307.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,628 | $306.0K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 3,417 | $305.5K | 0.22% | −84−2.4% | Reduced |
| Pathstone Family Office, LLC | 3,284 | $305.2K | 0.01% | +939+40.0% | Added |
| Kerntke Otto McGlone Wealth Management Group | 3,412 | $305.0K | 0.46% | −6−0.2% | Reduced |
| Lewis Capital Management, LLC | 3,410 | $305.0K | 0.47% | 00.0% | Unchanged |
| 55I, LLC | 3,374 | $302.0K | 0.01% | +3,374 | New |
| Regal Investment Advisors LLC | 3,358 | $300.0K | 0.03% | +23+0.7% | Added |
| Centre Asset Management, LLC | 3,354 | $300.0K | 0.08% | +21+0.6% | Added |
| Squarepoint Ops LLC | 3,357 | $300.0K | 0.00% | +3,357 | New |
| Bank of Stockton | 3,332 | $298.0K | 0.12% | −300−8.3% | Reduced |
| Summit Asset Management, LLC | 3,335 | $298.0K | 0.10% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,307 | $296.0K | 0.07% | +2+0.1% | Added |
| Rehmann Capital Advisory Group | 3,299 | $295.0K | 0.03% | +35+1.1% | Added |
| Duncker Streett & Co Inc | 3,280 | $293.0K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,267 | $292.0K | 0.01% | +86+2.7% | Added |
| D L Carlson Investment Group Inc | 3,255 | $291.0K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $291.0K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,253 | $291.0K | 0.01% | +874+36.7% | Added |
| Planning Center, Inc. | 3,390 | $289.0K | 0.23% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,231 | $289.0K | 0.06% | +748+30.1% | Added |
| Blue Chip Partners, Inc. | 3,224 | $288.0K | 0.04% | +308+10.6% | Added |
| Bailard, Inc. | 3,203 | $286.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,196 | $286.0K | 0.06% | 00.0% | Unchanged |