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 |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 2,370 | $212.0K | 0.04% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,357 | $211.0K | 0.11% | −232−9.0% | Reduced |
| Well Done, LLC | 2,360 | $211.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $210.0K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,330 | $208.0K | 0.13% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,313 | $207.0K | 0.05% | −25−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 2,314 | $207.0K | 0.02% | +6+0.3% | Added |
| Osborne Partners Capital Management, LLC | 2,277 | $204.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,285 | $204.0K | 0.05% | +2,285 | New |
| Machina Capital S.A.S. | 2,274 | $203.0K | 0.43% | +2,274 | New |
| Perkins Coie Trust Co | 2,257 | $202.0K | 0.08% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 2,255 | $202.0K | 0.15% | +155+7.4% | Added |
| Ingalls & Snyder LLC | 2,249 | $201.0K | 0.01% | −51−2.2% | Reduced |
| CFM Wealth Partners LLC | 2,245 | $201.0K | 0.06% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,244 | $201.0K | 0.12% | +2,244 | New |
| Fairhaven Wealth Management, LLC | 2,240 | $200.0K | 0.09% | 00.0% | Unchanged |
| TSFG, LLC | 2,221 | $199.0K | 0.09% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,155 | $193.0K | 0.15% | 00.0% | Unchanged |
| Denali Advisors LLC | 2,100 | $188.0K | 0.09% | +2,100 | New |
| Sentry Investment Management LLC | 2,072 | $185.0K | 0.09% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,032 | $182.0K | 0.06% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,947 | $174.0K | 0.04% | +14+0.7% | Added |
| NuWave Investment Management, LLC | 1,782 | $159.0K | 0.18% | +1,782 | New |
| CenterStar Asset Management, LLC | – | $158.0K | 0.28% | – | New |
| Covington Capital Management | 1,750 | $157.0K | 0.01% | +62+3.7% | Added |
| TCTC Holdings, LLC | 1,713 | $153.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 1,705 | $152.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $152.0K | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,697 | $152.0K | 0.07% | +1,697 | New |
| Clean Yield Group | 1,670 | $149.0K | 0.07% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $142.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,571 | $140.0K | 0.00% | −115−6.8% | Reduced |
| Hills Bank & Trust Co | 1,549 | $139.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,545 | $138.0K | 0.02% | −87−5.3% | Reduced |
| South State Corp. | 1,441 | $129.0K | 0.01% | −121−7.7% | Reduced |
| Hexagon Capital Partners LLC | 1,447 | $129.0K | 0.04% | +175+13.8% | Added |
| Laffer Tengler Investments | 1,424 | $127.3K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $119.7K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 1,232 | $110.0K | 0.01% | −563−31.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,224 | $109.0K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,200 | $107.0K | 0.01% | +792+194.1% | Added |
| Whittier Trust Co | 1,163 | $104.0K | 0.00% | −152−11.6% | Reduced |
| Clear Street Markets LLC | 1,153 | $103.0K | 0.02% | +479+71.1% | Added |
| Column Capital Advisors, LLC | 1,101 | $98.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,065 | $95.0K | 0.01% | +1,065 | New |
| Deseret Mutual Benefit Administrators | 1,035 | $93.0K | 0.03% | −245−19.1% | Reduced |
| American Portfolios Advisors | 1,032 | $92.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $89.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 991 | $89.0K | 0.02% | +782+374.2% | Added |
| Alta Advisers Ltd | 1,000 | $89.0K | 0.06% | +1,000 | New |
| McCarthy Grittinger Financial Group, LLC | 984 | $88.0K | 0.04% | −885−47.4% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $88.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 945 | $85.0K | 0.01% | +48+5.4% | Added |
| Carolinas Wealth Consulting LLC | 16,463 | $83.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 883 | $79.0K | 0.03% | −66−7.0% | Reduced |
| BerganKDV Wealth Management, LLC | 868 | $78.0K | 0.01% | −294−25.3% | Reduced |
| Boit C F David | 867 | $78.0K | 0.06% | +867 | New |
| Quent Capital, LLC | 813 | $73.0K | 0.02% | +3+0.4% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $72.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 776 | $70.0K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 774 | $69.0K | 0.04% | +42+5.7% | Added |
| Independence Bank of Kentucky | 756 | $68.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 760 | $68.0K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 735 | $66.0K | 0.00% | −13−1.7% | Reduced |
| Operose Advisors LLC | 681 | $61.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 686 | $61.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 680 | $61.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 667 | $60.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 667 | $60.0K | 0.00% | +417+166.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $58.0K | 0.04% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 600 | $56.3K | 0.04% | +600 | New |
| TD Waterhouse Canada Inc. | 569 | $55.1K | 0.00% | +86+17.8% | Added |
| Sargent Bickham Lagudis LLC | 613 | $55.0K | 0.00% | 00.0% | Unchanged |
| Estate Counselors, LLC | 602 | $53.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 578 | $51.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 566 | $51.0K | 0.03% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 576 | $51.0K | 0.03% | +8+1.4% | Added |
| Salem Investment Counselors Inc | 558 | $50.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $50.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 541 | $48.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 534 | $48.0K | 0.01% | +19+3.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $47.0K | 0.02% | +527 | New |
| Altshuler Shaham Ltd | 491 | $45.0K | 0.00% | −41−7.7% | Reduced |
| Glassman Wealth Services | 501 | $45.0K | 0.01% | +48+10.6% | Added |
| Lindbrook Capital, LLC | 497 | $44.0K | 0.01% | −310−38.4% | Reduced |
| Old North State Trust, LLC | 480 | $43.0K | 0.04% | +480 | New |
| State of Wyoming | 474 | $42.0K | 0.02% | −403−46.0% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $42.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $42.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 464 | $42.0K | 0.01% | +281+153.6% | Added |
| Piscataqua Savings Bank | 459 | $41.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $41.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $41.0K | 0.00% | +261+130.5% | Added |
| Standard Family Office LLC | 451 | $40.0K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $38.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 430 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 421 | $38.0K | 0.00% | +382+979.5% | Added |
| Front Row Advisors LLC | 415 | $37.0K | 0.02% | −5−1.2% | Reduced |
| Credit Agricole S A | 412 | $37.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 405 | $36.0K | 0.03% | +1+0.2% | Added |