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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,215 | $114.0K | 0.00% | +1,030+556.8% | Added |
| Gyon Technologies Capital Management, LP | 1,234 | $115.7K | 0.04% | +1,234 | New |
| Harbor Investment Advisory, LLC | 1,244 | $116.6K | 0.02% | +20+1.6% | Added |
| Hexagon Capital Partners LLC | 1,338 | $125.5K | 0.04% | −109−7.5% | Reduced |
| Financial Perspectives, Inc | 1,338 | $125.5K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $129.0K | 0.00% | −10,046−87.9% | Reduced |
| Laffer Tengler Investments | 1,424 | $133.5K | 0.04% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,452 | $136.0K | 0.02% | +252+21.0% | Added |
| Red Tortoise LLC | 1,500 | $140.6K | 0.10% | +1,500 | New |
| Spire Wealth Management | 1,505 | $141.0K | 0.01% | +273+22.2% | Added |
| JNBA Financial Advisors | 1,545 | $144.9K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,549 | $145.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $149.3K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,633 | $153.0K | 0.04% | +1,633 | New |
| Clean Yield Group | 1,670 | $156.6K | 0.07% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 1,697 | $159.1K | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,709 | $160.0K | 0.00% | +138+8.8% | Added |
| Oakworth Capital, Inc. | 1,709 | $160.2K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,713 | $160.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,801 | $168.9K | 0.05% | +1,801 | New |
| Focused Wealth Management, Inc | 1,962 | $183.9K | 0.04% | +15+0.8% | Added |
| Sentry Investment Management LLC | 2,072 | $194.0K | 0.09% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,071 | $194.2K | 0.01% | +2,071 | New |
| Capstone Investment Advisors, LLC | 2,125 | $199.2K | 0.01% | +2,125 | New |
| Motco | 2,143 | $200.9K | 0.01% | −43,359−95.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $201.6K | 0.15% | +2,150 | New |
| Bowman & Co S.C. | 2,154 | $201.9K | 0.16% | +2,154 | New |
| Cozad Asset Management Inc | 2,154 | $202.0K | 0.03% | +2,154 | New |
| Tyler-Stone Wealth Management | 2,155 | $202.0K | 0.14% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,164 | $203.0K | 0.01% | −85−3.8% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $203.0K | 0.04% | +2,169 | New |
| Zeke Capital Advisors, LLC | 2,167 | $203.2K | 0.01% | −269−11.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 2,169 | $203.4K | 0.03% | +2,169 | New |
| Robertson Stephens Wealth Management, LLC | 2,171 | $203.6K | 0.02% | +2,171 | New |
| Tower Bridge Advisors | 2,185 | $204.9K | 0.02% | +2,185 | New |
| Eudaimonia Partners, LLC | 2,190 | $205.3K | 0.05% | +2,190 | New |
| Whittier Trust Co | 2,194 | $205.7K | 0.00% | +1,031+88.7% | Added |
| Denali Advisors LLC | 2,200 | $206.3K | 0.09% | +100+4.8% | Added |
| Capital Management Corp | 2,200 | $206.3K | 0.05% | +2,200 | New |
| CWA Asset Management Group, LLC | 2,206 | $206.8K | 0.02% | −244−10.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,208 | $207.0K | 0.05% | +2,208 | New |
| TSFG, LLC | 2,221 | $208.0K | 0.08% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,222 | $208.3K | 0.06% | +2,222 | New |
| Principal Street Partners, LLC | 2,240 | $210.0K | 0.05% | −45−2.0% | Reduced |
| CFM Wealth Partners LLC | 2,245 | $210.5K | 0.06% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,246 | $210.6K | 0.05% | −67−2.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 2,255 | $211.4K | 0.15% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,225 | $211.4K | 0.11% | +2,225 | New |
| Perkins Coie Trust Co | 2,257 | $211.6K | 0.07% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,261 | $212.0K | 0.04% | +2,261 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,266 | $212.5K | 0.04% | −2,001−46.9% | Reduced |
| Osborne Partners Capital Management, LLC | 2,277 | $213.5K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,278 | $213.6K | 0.00% | +2,278 | New |
| Park National Corp | 2,286 | $214.3K | 0.01% | −1,800−44.1% | Reduced |
| FourThought Financial Partners, LLC | 2,303 | $216.0K | 0.03% | +2,303 | New |
| Change Path, LLC | 2,325 | $218.0K | 0.01% | +2,325 | New |
| Addison Advisors LLC | 2,330 | $218.5K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,337 | $219.1K | 0.01% | +2,337 | New |
| DFPG Investments, LLC | 2,240 | $220.0K | 0.04% | +2,240 | New |
| Monetary Management Group Inc | 2,350 | $220.3K | 0.07% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $221.0K | 0.05% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,364 | $221.6K | 0.03% | −90−3.7% | Reduced |
| Meritage Group LP | 2,367 | $222.0K | 0.01% | +2,367 | New |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $222.2K | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,370 | $222.2K | 0.01% | +1,965+485.2% | Added |
| Hilltop Partners LLC | 2,377 | $222.9K | 0.12% | +2,377 | New |
| Gateway Wealth Partners, LLC | 2,378 | $223.0K | 0.04% | +2,378 | New |
| StrongBox Wealth, LLC | 2,387 | $223.8K | 0.16% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,386 | $224.0K | 0.04% | −329−12.1% | Reduced |
| Lido Advisors, LLC | 2,429 | $227.7K | 0.00% | +35+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 2,434 | $228.2K | 0.01% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 2,460 | $230.6K | 0.03% | +2,241+1,023.3% | Added |
| LCNB Corp | 2,471 | $231.7K | 0.11% | +78+3.3% | Added |
| Integris Wealth Management, LLC | 2,477 | $232.2K | 0.09% | +2,477 | New |
| Busey Wealth Management | 2,486 | $233.1K | 0.01% | +49+2.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,490 | $233.5K | 0.06% | −41−1.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,496 | $234.0K | 0.16% | −130−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 2,500 | $234.4K | 0.02% | +186+8.0% | Added |
| Fulton Bank, N.A. | 2,508 | $235.0K | 0.01% | −207−7.6% | Reduced |
| SeaCrest Wealth Management, LLC | 2,509 | $235.2K | 0.03% | −83−3.2% | Reduced |
| Warther Private Wealth, LLC | 2,515 | $235.8K | 0.18% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,529 | $237.1K | 0.04% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $238.3K | 0.02% | −130−4.9% | Reduced |
| Waters Parkerson & Co., LLC | 2,544 | $239.0K | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,560 | $240.0K | 0.09% | +3+0.1% | Added |
| YorkBridge Wealth Partners, LLC | 2,565 | $240.5K | 0.06% | −48−1.8% | Reduced |
| Phillips Wealth Planners LLC | 2,597 | $241.7K | 0.42% | +2,597 | New |
| Brighton Jones LLC | 2,597 | $243.5K | 0.01% | −54−2.0% | Reduced |
| Boenning & Scattergood, Inc. | 2,443 | $244.0K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,604 | $244.2K | 0.02% | +2,604 | New |
| Pathstone Family Office, LLC | 7,663 | $244.5K | 0.00% | +4,379+133.3% | Added |
| Johnson Midwest Financial, LLC | 2,617 | $245.0K | 0.90% | 00.0% | Unchanged |
| Utah Peaks Capital Inc | 2,622 | $245.8K | 0.47% | +2,622 | New |
| NinePointTwo Capital | 2,633 | $246.0K | 0.10% | +2,633 | New |
| Beese Fulmer Investment Management, Inc. | 2,628 | $246.4K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,634 | $246.9K | 0.02% | +16+0.6% | Added |
| Argent Trust Co | 2,636 | $247.2K | 0.02% | −224−7.8% | Reduced |
| Birch Hill Investment Advisors LLC | 2,637 | $247.2K | 0.02% | +240+10.0% | Added |
| MJP Associates Inc | 2,646 | $248.1K | 0.07% | −52−1.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,648 | $248.3K | 0.02% | −424−13.8% | Reduced |