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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.

13F holders, Q4 2022

Institutional positions in Wec Energy Group, Inc. as of Dec 31, 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
1,068
+79 vs. Q3 2022
Shares held
239.1M
+4.50M (+1.9%) vs. Q3 2022
Total value
$22.4B
+$1.43B (+6.8%) vs. Q3 2022
New holders
141
352 more added
Sold out
62
347 more reduced

23 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,068 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2022: $22.4B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2022.

Institutions holding WEC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.0$10.00%0New
Slocum, Gordon & Co LLP1$950.00%+1New
Coppell Advisory Solutions LLC3$2810.00%+3New
Coppell Advisory Solutions Corp.3$2810.00%+3New
Financial Synergies Wealth Advisors, Inc.4$3760.00%00.0%Unchanged
Lee Financial Co5$4690.00%00.0%Unchanged
Wolff Wiese Magana LLC5$4690.00%00.0%Unchanged
Tfo-TDC, LLC22$5100.00%−94−81.0%Reduced
Estabrook Capital Management7$6560.00%00.0%Unchanged
WestEnd Advisors, LLC7$6560.00%+2+40.0%Added
PSI Advisors, LLC8$7500.00%00.0%Unchanged
Cribstone Capital Management, LLC10$9380.00%+2+25.0%Added
Highline Wealth Partners LLC10$9380.00%00.0%Unchanged
ClariVest Asset Management LLC11$1.00K0.00%−10−47.6%Reduced
Sierra Capital LLC15$1.00K0.00%00.0%Unchanged
Sageworth Trust Co10$1.00K0.00%+10New
Transamerica Financial Advisors, Inc.4$1.00K0.00%+3+300.0%Added
McElhenny Sheffield Capital Management, LLC11$1.03K0.00%+11New
Activest Wealth Management14$1.31K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC17$1.59K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.18$1.69K0.00%−55−75.3%Reduced
Logan Capital Management Inc18$1.69K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.18$1.69K0.00%00.0%Unchanged
Quarry LP19$1.78K0.00%+19New
Armstrong Advisory Group, Inc21$1.97K0.00%+21New
SJS Investment Consulting Inc.22$2.06K0.00%−5−18.5%Reduced
MCF Advisors LLC25$2.34K0.00%00.0%Unchanged
DecisionPoint Financial, LLC25$2.34K0.00%+25New
Horan Securities, Inc.29$2.72K0.00%00.0%Unchanged
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.30$3.00K0.03%−30−50.0%Reduced
Tradewinds Capital Management, LLC34$3.19K0.00%+34New
Trifecta Capital Advisors, LLC34$3.19K0.00%+34New
My Personal CFO, LLC35$3.28K0.00%+35New
CIBC Private Wealth Group, LLC36,484$3.42K0.00%−351−1.0%Reduced
Sofos Investments, Inc.94$3.56K0.04%−529−84.9%Reduced
Western Pacific Wealth Management, LP38$3.56K0.00%+38New
Schubert & Co39$3.66K0.00%−13−25.0%Reduced
Raffa Wealth Management, LLC40$3.75K0.00%00.0%Unchanged
Aua Capital Management, LLC42$3.94K0.00%00.0%Unchanged
Steward Financial Group LLC49$4.00K0.00%+49New
Abound Wealth Management49$4.60K0.00%+43+716.7%Added
Bell Investment Advisors, Inc60$5.63K0.00%+6+11.1%Added
McIlrath & Eck, LLC61$5.72K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.62$5.81K0.00%00.0%Unchanged
Baystate Wealth Management LLC65$6.00K0.00%+1+1.6%Added
Kelly Financial Services LLC65$6.09K0.00%00.0%Unchanged
True Wealth Design, LLC71$6.66K0.00%+71New
Washington Trust Advisors, Inc.72$6.75K0.00%00.0%Unchanged
Hallmark Capital Management Inc75$7.03K0.00%00.0%Unchanged
Investors Research Corp77$7.22K0.00%+77New
Ten Capital Wealth Advisors, LLC79$7.41K0.00%−37−31.9%Reduced
Solstein Capital, LLC82$7.69K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC92$8.63K0.00%−15−14.0%Reduced
Truvestments Capital LLC97$9.10K0.01%+97New
NVWM, LLC100$9.38K0.00%−100−50.0%Reduced
HighMark Wealth Management LLC100$9.38K0.01%00.0%Unchanged
Compass Wealth Management LLC100$9.38K0.00%+100New
Eagle Bay Advisors LLC100$9.41K0.01%00.0%Unchanged
Key Financial Inc106$9.48K0.00%00.0%Unchanged
JJJ Advisors Inc.101$9.78K0.00%+32+46.4%Added
Seldon Capital LP105$9.85K0.01%00.0%Unchanged
CoreCap Advisors, LLC106$9.94K0.00%+106New
Accel Wealth Management106$9.94K0.00%00.0%Unchanged
WR Wealth Planners, LLC110$10.3K0.01%00.0%Unchanged
Larson Financial Group LLC114$10.7K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group116$10.9K0.01%00.0%Unchanged
First PREMIER Bank112$11.0K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.124$11.6K0.01%00.0%Unchanged
Baldwin Brothers Inc125$11.7K0.00%00.0%Unchanged
Mascoma Wealth Management LLC125$11.7K0.00%00.0%Unchanged
Coastal Capital Group, Inc.131$11.7K0.00%00.0%Unchanged
Financial Management Professionals, Inc.132$12.0K0.00%−14−9.6%Reduced
J.Safra Asset Management Corp143$13.0K0.00%+143New
Jackson, Grant Investment Advisers, Inc.139$13.0K0.01%00.0%Unchanged
St Germain D J Co Inc150$14.1K0.00%+150New
New Hampshire Trust161$15.1K0.00%+161New
Livforsakringsbolaget Skandia, Omsesidigt165$15.5K0.00%00.0%Unchanged
Syverson Strege & Co165$15.5K0.01%00.0%Unchanged
Cary Street Partners Asset Management LLC169$15.8K0.00%00.0%Unchanged
AXS Investments LLC171$16.0K0.01%+171New
Cyrus J. Lawrence, LLC167$17.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co185$17.3K0.00%−482−72.3%Reduced
Disciplined Investments, LLC191$17.9K0.01%−9−4.5%Reduced
First Community Trust NA192$18.0K0.02%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC196$18.4K0.00%00.0%Unchanged
Bogart Wealth, LLC202$18.9K0.00%00.0%Unchanged
Covestor Ltd198$19.0K0.02%−9−4.3%Reduced
Highlander Capital Management, LLC200$19.0K0.01%00.0%Unchanged
Copeland Capital Management, LLC204$19.0K0.00%+15+7.9%Added
Dark Forest Capital Management LP206$19.3K0.00%+194+1,616.7%Added
Cullen/Frost Bankers, Inc.218$20.4K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.219$20.5K0.00%−133−37.8%Reduced
New Millennium Group LLC221$20.7K0.02%+9+4.2%Added
Boyd Watterson Asset Management LLC228$21.4K0.01%+228New
Natixis233$21.8K0.00%−55,909−99.6%Reduced
Plante Moran Financial Advisors, LLC239$22.4K0.00%+29+13.8%Added
CoreFirst Bank & Trust245$23.0K0.02%00.0%Unchanged
Achmea Investment Management B.V.262$23.0K0.00%00.0%Unchanged
Central Bank & Trust Co250$23.4K0.00%00.0%Unchanged
Princeton Global Asset Management LLC252$24.0K0.01%+1+0.4%Added