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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 264 | $24.8K | 0.01% | −5−1.9% | Reduced |
| FinTrust Capital Advisors, LLC | 270 | $25.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 272 | $25.5K | 0.00% | −16−5.6% | Reduced |
| Webster Bank, N. A. | 282 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 278 | $26.1K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 278 | $26.1K | 0.01% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 278 | $26.1K | 0.01% | +278 | New |
| Asset Dedication, LLC | 283 | $27.0K | 0.00% | +283 | New |
| Newbridge Financial Services Group, Inc. | 288 | $27.0K | 0.02% | +26+9.9% | Added |
| Silvant Capital Management LLC | 290 | $27.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 290 | $27.2K | 0.00% | +290 | New |
| Arrow Financial Corp | 300 | $28.0K | 0.00% | −35−10.4% | Reduced |
| Lindbrook Capital, LLC | 301 | $28.2K | 0.00% | −196−39.4% | Reduced |
| First Manhattan Co | 303 | $28.4K | 0.00% | +153+102.0% | Added |
| Clear Street Markets LLC | 319 | $30.0K | 0.01% | −834−72.3% | Reduced |
| First Personal Financial Services | 320 | $30.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 320 | $30.0K | 0.02% | +320 | New |
| Peoples Financial Services Corp. | 326 | $30.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $30.8K | 0.00% | +164+100.0% | Added |
| St. Johns Investment Management Company, LLC | 330 | $30.9K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 331 | $31.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 336 | $32.0K | 0.00% | +320+2,000.0% | Added |
| Valley National Advisers Inc | 338 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 360 | $33.8K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 357 | $34.0K | 0.00% | +7+2.0% | Added |
| Leonteq Securities AG | 367 | $34.4K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 371 | $35.0K | 0.02% | +371 | New |
| CVA Family Office, LLC | 375 | $35.2K | 0.01% | −305−44.9% | Reduced |
| Trust Co | 391 | $37.0K | 0.01% | +53+15.7% | Added |
| Clearview Wealth Advisors LLC | 407 | $38.2K | 0.03% | +2+0.5% | Added |
| Credit Agricole S A | 412 | $38.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 415 | $39.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $39.2K | 0.04% | +25+6.4% | Added |
| Atticus Wealth Management, LLC | 420 | $39.4K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $40.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 430 | $40.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $42.8K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $43.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 461 | $43.2K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 463 | $43.4K | 0.01% | −2,768−85.7% | Reduced |
| State of Wyoming | 468 | $43.9K | 0.01% | −6−1.3% | Reduced |
| Cornerstone Planning Group LLC | 479 | $44.0K | 0.02% | +479 | New |
| Old North State Trust, LLC | 466 | $44.0K | 0.03% | −14−2.9% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $45.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 493 | $46.2K | 0.00% | +2+0.4% | Added |
| Perritt Capital Management Inc | 500 | $46.9K | 0.03% | +500 | New |
| Bellwether Advisors, LLC | 511 | $47.9K | 0.01% | +511 | New |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $49.0K | 0.07% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 528 | $49.5K | 0.01% | −6−1.1% | Reduced |
| Glassman Wealth Services | 529 | $49.6K | 0.01% | +28+5.6% | Added |
| DuPont Capital Management Corp | 531 | $49.8K | 0.00% | +336+172.3% | Added |
| Pinebridge Investments, L.P. | 539 | $50.5K | 0.00% | +162+43.0% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $51.8K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 541 | $52.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $52.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 560 | $52.5K | 0.02% | −475−45.9% | Reduced |
| CNB Bank | 566 | $53.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 575 | $53.9K | 0.01% | +575 | New |
| Strengthening Families & Communities, LLC | 581 | $54.0K | 0.03% | +5+0.9% | Added |
| Anchor Investment Management, LLC | 578 | $54.2K | 0.01% | 00.0% | Unchanged |
| Comerica Securities,inc. | 583 | $54.7K | 0.00% | +583 | New |
| TD Waterhouse Canada Inc. | 561 | $55.1K | 0.00% | −8−1.4% | Reduced |
| Bangor Savings Bank | 600 | $56.0K | 0.01% | −67−10.0% | Reduced |
| Barrett & Company, Inc. | 600 | $56.3K | 0.04% | 00.0% | Unchanged |
| AM Squared Ltd | 600 | $56.3K | 0.04% | +600 | New |
| Tanglewood Legacy Advisors, LLC | 600 | $56.3K | 0.04% | +600 | New |
| Hollencrest Capital Management | 612 | $57.4K | 0.01% | +612 | New |
| Sargent Bickham Lagudis LLC | 613 | $57.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 615 | $57.7K | 0.01% | +151+32.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 645 | $60.5K | 0.00% | +645 | New |
| Mark Sheptoff Financial Planning, LLC | 650 | $60.9K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 681 | $63.9K | 0.03% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 683 | $64.0K | 0.01% | −185−21.3% | Reduced |
| High Net Worth Advisory Group LLC | 687 | $64.4K | 0.03% | +1+0.1% | Added |
| Colonial Trust Co | 713 | $66.9K | 0.02% | +713 | New |
| First Horizon Advisors, Inc. | 717 | $67.2K | 0.00% | −18−2.4% | Reduced |
| General Partner, Inc. | 730 | $68.4K | 0.06% | +730 | New |
| Independence Bank of Kentucky | 756 | $71.0K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 764 | $71.6K | 0.09% | +764 | New |
| Manchester Capital Management LLC | 770 | $72.2K | 0.01% | +770 | New |
| Thompson Siegel & Walmsley LLC | 800 | $75.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 803 | $75.3K | 0.02% | +27+3.5% | Added |
| Zullo Investment Group, Inc. | 859 | $80.5K | 0.05% | +85+11.0% | Added |
| Boit C F David | 867 | $81.3K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 871 | $82.0K | 0.01% | −120−12.1% | Reduced |
| Rosenberg Matthew Hamilton | 883 | $82.8K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 894 | $83.8K | 0.05% | +894 | New |
| Carolinas Wealth Consulting LLC | 16,463 | $86.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $92.0K | 0.04% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 984 | $92.3K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $93.8K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $94.0K | 0.06% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $99.2K | 0.08% | +1,059 | New |
| Stonebridge Capital Advisors LLC | 1,059 | $99.3K | 0.01% | +114+12.1% | Added |
| Tradition Wealth Management, LLC | 1,077 | $101.0K | 0.01% | +12+1.1% | Added |
| Column Capital Advisors, LLC | 1,101 | $103.2K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,130 | $105.9K | 0.04% | +1,130 | New |
| Quent Capital, LLC | 1,131 | $106.1K | 0.02% | +318+39.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,168 | $109.5K | 0.05% | +1,168 | New |
| South State Corp. | 1,209 | $113.4K | 0.01% | −232−16.1% | Reduced |