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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.

Q4 2022 vs. Q3 2022

How the institutions holding Wec Energy Group, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of WEC: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders1,012231,068+79
Shares234.9M292.0K239.1M+4.50M (+1.9%)
Value$21.0B$26.3M$22.4B+$1.43B (+6.8%)

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (141)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 141 by value.

Institutions new to WEC in Q4 2022
InstitutionSharesValue% of portfolio
Caisse de Depot Et Placement du Quebec1,415,900$132.8M0.41%
Greenland Capital Management LP138,164$13.0M2.37%
CI Private Wealth, LLC125,449$11.8M0.04%
Twinbeech Capital LP104,258$9.78M0.19%
Dynamic Technology Lab Private Ltd56,959$5.34M0.53%
Petredis Investment Advisors LLC45,104$4.23M0.77%
Duality Advisers, LP41,570$3.90M0.44%
Penserra Capital Management LLC35,610$3.34M0.07%
Agf Management Ltd34,766$3.26M0.02%
Edgestream Partners, L.P.27,190$2.55M0.29%
Richard Bernstein Advisors LLC25,347$2.38M0.05%
Maryland State Retirement & Pension System24,817$2.33M0.07%
Andra AP-fonden23,900$2.24M0.07%
Employees Provident Fund Board21,000$1.97M0.06%
Beverly Hills Private Wealth, LLC20,598$1.93M0.84%
Alliance Wealth Advisors, LLC20,041$1.88M0.84%
Centiva Capital, LP18,853$1.77M0.15%
MayTech Global Investments, LLC17,432$1.63M0.54%
Allstate Investment Management Co17,161$1.61M0.05%
ING Groep NV16,332$1.53M0.02%
B.O.S.S. Retirement Advisors, LLC15,601$1.46M0.37%
McGlone Suttner Wealth Management, Inc.15,384$1.44M0.46%
Qsemble Capital Management, LP13,400$1.26M0.87%
Y-Intercept (Hong Kong) Ltd9,731$912.4K0.13%
Wellington Management Group LLP9,040$847.6K0.00%
Jump Financial, LLC7,979$748.1K0.04%
Neo Ivy Capital Management7,716$723.0K0.49%
Freedom Wealth Alliance, LLC7,560$708.8K1.00%
Acrisure Capital Management, LLC7,407$694.5K0.77%
Quantamental Technologies LLC7,351$689.2K0.31%
Bleakley Financial Group, LLC7,059$661.8K0.02%
Meeder Advisory Services, Inc.6,866$643.7K0.08%
Tradewinds, LLC.3,944$618.8K0.65%
Stevens Capital Management LP6,037$566.0K0.36%
Kula Investments, LLC5,945$557.4K0.20%
Krane Funds Advisors LLC5,782$542.0K0.02%
Bessemer Securities LLC5,050$473.0K0.21%
Schonfeld Strategic Advisors LLC4,877$457.3K0.00%
ISAM Funds (UK) Ltd4,792$449.3K1.35%
Ethos Financial Group, LLC4,379$411.1K0.14%
Prime Capital Investment Advisors, LLC4,349$407.8K0.02%
Virtue Capital Management, LLC4,328$405.8K0.06%
Linden Thomas Advisory Services, LLC4,201$393.9K0.11%
Insight Wealth Strategies, LLC4,031$378.0K0.07%
WSFS Capital Management, LLC4,003$375.3K0.04%
Scissortail Wealth Management, LLC3,990$372.0K0.22%
Town & Country Bank & Trust CO dba First Bankers Trust CO3,790$355.0K0.18%
Brady Family Wealth, LLC3,734$350.1K0.14%
Centennial Bank3,625$339.9K0.19%
Shorepoint Capital Partners LLC3,358$315.0K0.09%
Paragon Private Wealth Management, LLC3,333$312.5K0.28%
Peoples Bank3,329$312.1K0.20%
Callan Capital, LLC3,246$304.3K0.04%
Virtu Financial LLC3,229$303.0K0.04%
LGT Financial Advisors LLC3,222$302.1K0.36%
Beacon Investment Advisors LLC3,194$299.6K0.25%
Lodestone Wealth Management LLC3,057$286.6K0.23%
Coldstream Capital Management Inc3,004$281.6K0.01%
Compass Financial Group, INC2,938$275.0K0.10%
Ropes Wealth Advisors LLC2,918$273.6K0.05%
Financial Counselors Inc2,915$273.0K0.01%
Synovus Financial Corp2,879$269.9K0.00%
Intrua Financial, LLC2,705$248.3K0.06%
NinePointTwo Capital2,633$246.0K0.10%
Utah Peaks Capital Inc2,622$245.8K0.47%
Independent Financial Group, LLC2,604$244.2K0.02%
Phillips Wealth Planners LLC2,597$241.7K0.42%
Integris Wealth Management, LLC2,477$232.2K0.09%
Gateway Wealth Partners, LLC2,378$223.0K0.04%
Hilltop Partners LLC2,377$222.9K0.12%
Meritage Group LP2,367$222.0K0.01%
DFPG Investments, LLC2,240$220.0K0.04%
Hamilton Capital, LLC2,337$219.1K0.01%
Change Path, LLC2,325$218.0K0.01%
FourThought Financial Partners, LLC2,303$216.0K0.03%
EP Wealth Advisors, LLC2,278$213.6K0.00%
Kohmann Bosshard Financial Services, LLC2,261$212.0K0.04%
Roman Butler Fullerton & Co2,225$211.4K0.11%
Ipswich Investment Management Co., Inc.2,222$208.3K0.06%
Patriot Financial Group Insurance Agency, LLC2,208$207.0K0.05%
Capital Management Corp2,200$206.3K0.05%
Eudaimonia Partners, LLC2,190$205.3K0.05%
Tower Bridge Advisors2,185$204.9K0.02%
Robertson Stephens Wealth Management, LLC2,171$203.6K0.02%
Pekin Hardy Strauss, Inc.2,169$203.4K0.03%
Thompson Investment Management, Inc.2,169$203.0K0.04%
Cozad Asset Management Inc2,154$202.0K0.03%
Bowman & Co S.C.2,154$201.9K0.16%
Godshalk Welsh Capital Management, Inc.2,150$201.6K0.15%
Capstone Investment Advisors, LLC2,125$199.2K0.01%
Cary Street Partner Investment Advisory LLC2,071$194.2K0.01%
Concord Wealth Partners1,801$168.9K0.05%
Park Place Capital Corp1,633$153.0K0.04%
Red Tortoise LLC1,500$140.6K0.10%
Gyon Technologies Capital Management, LP1,234$115.7K0.04%
Glass Jacobson Investment Advisors llc1,168$109.5K0.05%
Farther Finance Advisors, LLC1,130$105.9K0.04%
Intelligent Financial Strategies1,059$99.2K0.08%
Cassady Schiller Wealth Management, LLC894$83.8K0.05%
Manchester Capital Management LLC770$72.2K0.01%

Sold out (62)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of WEC in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Balyasny Asset Management LLC683,315$61.1M
Lord, Abbett & Co. LLC350,000$31.3M
Cohen & Steers, Inc.323,090$28.9M
MUFG Americas Holdings Corp248,216$22.2M
Adams Diversified Equity Fund, Inc.170,500$15.2M
Walleye Capital LLC67,417$6.03M
Worldquant Millennium Advisors LLC64,568$5.77M
Jupiter Asset Management Ltd39,744$3.55M
Quadrature Capital Ltd36,598$3.27M
Point72 Hong Kong Ltd33,424$2.99M
Moore Capital Management, LP22,050$1.97M
Magnetar Financial LLC19,315$1.73M
Advisors Preferred, LLC18,606$1.72M
Jackson Wealth Management, LLC16,356$1.46M
Symmetry Partners, LLC16,328$1.46M
Blueshift Asset Management, LLC15,237$1.36M
Teza Capital Management LLC15,108$1.35M
AlphaCrest Capital Management LLC12,409$1.11M
Bayesian Capital Management, LP9,657$864.0K
Kinneret Advisory, LLC8,510$761.0K
Private Advisor Group, LLC8,145$728.0K
Trustmark National Bank Trust Department7,775$695.0K
JSF Financial, LLC7,454$667.0K
Versor Investments LP7,393$661.0K
Meeder Asset Management Inc6,287$562.0K
Prelude Capital Management, LLC6,072$543.0K
Investment Partners, Ltd.5,832$522.0K
Chiron Investment Management, LLC5,786$517.0K
ICA Group Wealth Management, LLC5,504$492.0K
Mutual Advisors, LLC4,556$407.0K
Heritage Trust Co4,069$364.0K
Cypress Capital Management LLC4,003$358.0K
IFG Advisory, LLC3,949$353.0K
Connor, Clark & Lunn Investment Management Ltd.3,860$345.0K
Lewis Capital Management, LLC3,410$305.0K
GSB Wealth Management, LLC3,000$268.0K
GPS Wealth Strategies Group, LLC2,770$248.0K
LMCG Investments, LLC2,763$247.0K
Tocqueville Asset Management L.P.2,753$246.0K
Wedmont Private Capital2,707$242.0K
Ergoteles LLC2,656$238.0K
Advisor OS, LLC2,627$235.0K
Enlightenment Research, LLC2,500$224.0K
Aptus Capital Advisors, LLC2,491$223.0K
Galvin, Gaustad & Stein, LLC2,426$217.0K
Guardian Wealth Advisors, LLC2,412$216.0K
Triton Wealth Management, PLLC2,314$214.0K
Fairhaven Wealth Management, LLC2,240$200.0K
Pflug Koory, LLC760$68.0K
Estate Counselors, LLC602$53.0K
Standard Family Office LLC451$40.0K
Riverview Trust Co337$30.0K
Cowa, LLC334$30.0K
Simplex Trading, LLC301$26.0K
Professional Financial Advisors, LLC288$26.0K
Trustcore Financial Services, LLC223$20.0K
Evoke Wealth, LLC63$6.00K
EdgeRock Capital LLC39$3.00K
Howe & Rusling Inc19$2.00K
Whittier Trust Co of Nevada Inc8$1.00K
CFS Investment Advisory Services, LLC67,877$1.00K
Loring Wolcott & Coolidge Fiduciary Advisors LLP11$0

Not filed for Q4 2022 yet (23)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management77,095$6.89M
Regentatlantic Capital LLC48,314$4.32M
Corient Capital Partners, LLC24,747$2.49M
Sadoff Investment Management LLC26,829$2.40M
AGF Investments LLC16,273$1.46M
Budros, Ruhlin & Roe, Inc.14,326$1.28M
Agf Investments Inc.14,000$1.25M
USA Financial Portformulas Corp11,530$1.03M
Enhancing Capital LLC11,706$1.00M
Wipfli Financial Advisors LLC,10,186$911.0K
Redpoint Investment Management Pty Ltd8,342$746.0K
Sante Capital Fund, LP5,628$503.0K
Jefferies Group LLC3,730$333.6K
55I, LLC3,374$302.0K
Dowling & Yahnke LLC3,000$268.0K
Kingsbury Capital Investment Advisors LLC2,997$268.0K
BTR Capital Management Inc2,941$263.0K
FourThought Financial, LLC2,407$215.0K
NuWave Investment Management, LLC1,782$159.0K
Covington Capital Management1,750$157.0K
American Portfolios Advisors1,032$92.3K
Surevest, LLC11$1.00K
Siena Capital LLC6$1.00K