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 |
|---|---|---|---|---|---|
| Blue Barn Wealth, LLC | 3,192 | $285.0K | 0.20% | +55+1.8% | Added |
| Haverford Trust Co | 3,180 | $284.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 3,155 | $282.0K | 0.03% | −18−0.6% | Reduced |
| MBE Wealth Management, LLC | 3,149 | $282.0K | 0.21% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,122 | $279.0K | 0.06% | +217+7.5% | Added |
| Parkside Financial Bank & Trust | 3,111 | $278.0K | 0.09% | +10.0% | Added |
| Strategic Blueprint, LLC | 3,101 | $277.0K | 0.04% | +894+40.5% | Added |
| J.W. Cole Advisors, Inc. | 3,081 | $276.0K | 0.02% | +80+2.7% | Added |
| Siemens Fonds Invest GmbH | 3,072 | $275.0K | 0.03% | −247−7.4% | Reduced |
| First Interstate Bank | 3,079 | $275.0K | 0.02% | +354+13.0% | Added |
| Clarius Group, LLC | 3,069 | $274.0K | 0.03% | +225+7.9% | Added |
| Kovitz Investment Group Partners, LLC | 3,060 | $274.0K | 0.01% | +3,060 | New |
| Keystone Financial Group | 3,045 | $272.0K | 0.06% | +30+1.0% | Added |
| Fund Management at Engine No. 1 LLC | 3,034 | $271.0K | 0.08% | −152−4.8% | Reduced |
| CRA Financial Services, LLC | 3,030 | $271.0K | 0.10% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 3,025 | $270.5K | 0.11% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,014 | $270.0K | 0.97% | −1,348−30.9% | Reduced |
| Vaughan David Investments LLC | 3,003 | $269.0K | 0.01% | +15+0.5% | Added |
| GSB Wealth Management, LLC | 3,000 | $268.0K | 0.10% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 2,997 | $268.0K | 0.41% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 3,000 | $268.0K | 0.01% | +125+4.3% | Added |
| Connectus Wealth, LLC | 2,988 | $267.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,975 | $266.0K | 0.01% | −2,620−46.8% | Reduced |
| Pacer Advisors, Inc. | 2,948 | $264.0K | 0.00% | −83,950−96.6% | Reduced |
| Values First Advisors, Inc. | 2,948 | $264.0K | 0.19% | +809+37.8% | Added |
| BTR Capital Management Inc | 2,941 | $263.0K | 0.04% | +49+1.7% | Added |
| Providence Wealth Advisors, LLC | 2,873 | $262.0K | 0.20% | +7+0.2% | Added |
| Mark Stevens | 2,912 | $261.0K | 0.04% | −608−17.3% | Reduced |
| Boston Financial Mangement LLC | 2,920 | $261.0K | 0.01% | +155+5.6% | Added |
| Strategy Asset Managers LLC | 2,909 | $260.0K | 0.07% | +2,909 | New |
| Umb Bank N A | 2,887 | $259.0K | 0.00% | −39−1.3% | Reduced |
| Bremer Bank National Association | 2,893 | $259.0K | 0.06% | 00.0% | Unchanged |
| Carlson Capital Management | 2,873 | $257.0K | 0.02% | +20+0.7% | Added |
| Avidian Wealth Solutions, LLC | 2,861 | $256.0K | 0.02% | +3+0.1% | Added |
| Argent Trust Co | 2,860 | $255.0K | 0.02% | −154−5.1% | Reduced |
| BLB&B Advisors, LLC | 2,836 | $254.0K | 0.02% | −100−3.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,843 | $254.0K | 0.15% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $253.0K | 0.03% | −2,247−44.3% | Reduced |
| MTM Investment Management, LLC | 2,830 | $253.0K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,805 | $251.0K | 0.02% | +2,805 | New |
| Perigon Wealth Management, LLC | 2,799 | $250.0K | 0.02% | +18+0.6% | Added |
| Baldwin Investment Management, LLC | 2,800 | $250.0K | 0.10% | +47+1.7% | Added |
| Capital Investment Services of America, Inc. | 2,786 | $249.0K | 0.03% | −550−16.5% | Reduced |
| Stephens Inc | 2,781 | $249.0K | 0.01% | +64+2.4% | Added |
| Principle Wealth Partners LLC | 2,770 | $248.0K | 0.03% | +188+7.3% | Added |
| GPS Wealth Strategies Group, LLC | 2,770 | $248.0K | 0.06% | +1,880+211.2% | Added |
| LMCG Investments, LLC | 2,763 | $247.0K | 0.02% | −136−4.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $247.0K | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 2,753 | $246.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 2,752 | $246.0K | 0.04% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,752 | $246.0K | 0.04% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,736 | $245.0K | 0.05% | +2,736 | New |
| Fulton Bank, N.A. | 2,715 | $243.0K | 0.01% | +243+9.8% | Added |
| Tompkins Financial Corp | 2,715 | $243.0K | 0.04% | +329+13.8% | Added |
| Wedmont Private Capital | 2,707 | $242.0K | 0.05% | +2,707 | New |
| MJP Associates Inc | 2,698 | $241.0K | 0.07% | −5−0.2% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $241.0K | 0.06% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $241.0K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,686 | $240.0K | 0.13% | +177+7.1% | Added |
| IFG Advisors, LLC | 2,670 | $239.0K | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,618 | $239.0K | 0.02% | −12−0.5% | Reduced |
| Norris Perne & French LLP | 2,672 | $239.0K | 0.02% | +130+5.1% | Added |
| V Wealth Advisors LLC | 2,661 | $238.0K | 0.05% | −5−0.2% | Reduced |
| SkyOak Wealth, LLC | 2,658 | $238.0K | 0.09% | 00.0% | Unchanged |
| Ergoteles LLC | 2,656 | $238.0K | 0.01% | +2,656 | New |
| Brighton Jones LLC | 2,651 | $237.0K | 0.01% | +278+11.7% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $235.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $235.0K | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 2,627 | $235.0K | 0.07% | +2,627 | New |
| Johnson Midwest Financial, LLC | 2,617 | $234.0K | 0.89% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,613 | $234.0K | 0.06% | +48+1.9% | Added |
| Financial Advisors Network, Inc. | 2,613 | $234.0K | 0.07% | +255+10.8% | Added |
| SeaCrest Wealth Management, LLC | 2,592 | $232.0K | 0.04% | −12−0.5% | Reduced |
| XTX Topco Ltd | 2,571 | $230.0K | 0.06% | +2,571 | New |
| Walter & Keenan Financial Consulting Co | 2,557 | $229.0K | 0.10% | +19+0.7% | Added |
| Waters Parkerson & Co., LLC | 2,544 | $228.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,538 | $227.0K | 0.03% | +2,538 | New |
| Isthmus Partners, LLC | 2,529 | $226.0K | 0.04% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $226.0K | 0.06% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,515 | $225.0K | 0.18% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,510 | $224.0K | 0.01% | −756−23.1% | Reduced |
| Enlightenment Research, LLC | 2,500 | $224.0K | 0.50% | +2,500 | New |
| Merit Financial Group, LLC | 2,493 | $223.0K | 0.01% | +2,493 | New |
| Aptus Capital Advisors, LLC | 2,491 | $223.0K | 0.01% | +2,491 | New |
| Executive Wealth Management, LLC | 219 | $219.0K | 0.03% | −2,241−91.1% | Reduced |
| StrategIQ Financial Group, LLC | 2,454 | $219.0K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,450 | $219.0K | 0.02% | +75+3.2% | Added |
| Boenning & Scattergood, Inc. | 2,443 | $218.0K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 2,437 | $218.0K | 0.01% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 2,436 | $218.0K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 2,434 | $218.0K | 0.01% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 2,426 | $217.0K | 0.02% | −861−26.2% | Reduced |
| Guardian Wealth Advisors, LLC | 2,412 | $216.0K | 0.04% | +2,412 | New |
| FourThought Financial, LLC | 2,407 | $215.0K | 0.03% | −1,338−35.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,400 | $215.0K | 0.02% | −208−8.0% | Reduced |
| Lido Advisors, LLC | 2,394 | $214.0K | 0.00% | −18−0.7% | Reduced |
| LCNB Corp | 2,393 | $214.0K | 0.12% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 2,397 | $214.0K | 0.01% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,314 | $214.0K | 0.13% | +10.0% | Added |
| StrongBox Wealth, LLC | 2,387 | $213.0K | 0.15% | 00.0% | Unchanged |