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 |
|---|---|---|---|---|---|
| Intrua Financial, LLC | 2,705 | $248.3K | 0.06% | +2,705 | New |
| SkyOak Wealth, LLC | 2,658 | $249.2K | 0.08% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,662 | $249.6K | 0.16% | −487−15.5% | Reduced |
| V Wealth Advisors LLC | 2,664 | $249.7K | 0.05% | +3+0.1% | Added |
| IFG Advisors, LLC | 2,670 | $250.3K | 0.11% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,692 | $252.4K | 0.05% | −44−1.6% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $253.2K | 0.05% | −100−3.6% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $253.2K | 0.06% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $253.2K | 0.05% | 00.0% | Unchanged |
| First Command Bank | 2,706 | $254.0K | 0.03% | −46−1.7% | Reduced |
| First Command Financial Services, Inc. | 2,706 | $254.0K | 0.03% | −46−1.7% | Reduced |
| Perigon Wealth Management, LLC | 2,753 | $258.1K | 0.02% | −46−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $258.7K | 0.07% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,763 | $259.0K | 0.01% | −240−8.0% | Reduced |
| Stephens Inc | 2,763 | $259.1K | 0.01% | −18−0.6% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $259.7K | 0.03% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,791 | $261.7K | 0.16% | +434+18.4% | Added |
| Regal Investment Advisors LLC | 2,795 | $262.1K | 0.03% | −563−16.8% | Reduced |
| Quadrant Capital Group LLC | 2,814 | $263.8K | 0.03% | −991−26.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,826 | $265.0K | 0.02% | −255−8.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $265.3K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $265.3K | 0.14% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,833 | $265.6K | 0.06% | +262+10.2% | Added |
| BLB&B Advisors, LLC | 2,836 | $265.9K | 0.02% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,881 | $266.3K | 0.20% | +8+0.3% | Added |
| Avidian Wealth Solutions, LLC | 2,847 | $267.0K | 0.02% | −14−0.5% | Reduced |
| Carlson Capital Management | 2,853 | $267.5K | 0.02% | −20−0.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,853 | $267.5K | 0.14% | +10+0.4% | Added |
| Synovus Financial Corp | 2,879 | $269.9K | 0.00% | +2,879 | New |
| Umb Bank N A | 2,887 | $270.0K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,915 | $273.0K | 0.01% | +2,915 | New |
| Ropes Wealth Advisors LLC | 2,918 | $273.6K | 0.05% | +2,918 | New |
| Boston Financial Mangement LLC | 2,920 | $273.8K | 0.01% | 00.0% | Unchanged |
| Mark Stevens | 2,912 | $274.0K | 0.04% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,938 | $275.0K | 0.10% | +2,938 | New |
| Centennial Wealth Advisory LLC | 2,946 | $276.2K | 0.15% | +702+31.3% | Added |
| Woodward Diversified Capital, LLC | 2,947 | $276.3K | 0.22% | −2,683−47.7% | Reduced |
| Strategic Blueprint, LLC | 2,958 | $277.3K | 0.03% | −143−4.6% | Reduced |
| Strategy Asset Managers LLC | 2,971 | $279.0K | 0.07% | +62+2.1% | Added |
| Capital Investment Services of America, Inc. | 2,981 | $279.5K | 0.04% | +195+7.0% | Added |
| Connectus Wealth, LLC | 2,988 | $280.0K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,993 | $280.0K | 0.05% | +100+3.5% | Added |
| Sutton Wealth Advisors Inc. | 3,002 | $281.5K | 0.11% | −23−0.8% | Reduced |
| Coldstream Capital Management Inc | 3,004 | $281.6K | 0.01% | +3,004 | New |
| First Interstate Bank | 3,004 | $282.0K | 0.02% | −75−2.4% | Reduced |
| CRA Financial Services, LLC | 3,030 | $284.1K | 0.09% | 00.0% | Unchanged |
| Keystone Financial Group | 3,045 | $285.5K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,049 | $285.8K | 0.01% | −204−6.3% | Reduced |
| Lodestone Wealth Management LLC | 3,057 | $286.6K | 0.23% | +3,057 | New |
| Kovitz Investment Group Partners, LLC | 3,060 | $287.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,088 | $289.5K | 0.08% | −23−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,125 | $293.0K | 0.02% | +725+30.2% | Added |
| Moody National Bank Trust Division | 3,168 | $297.0K | 0.03% | −265−7.7% | Reduced |
| Sequoia Financial Advisors, LLC | 3,170 | $297.2K | 0.01% | +660+26.3% | Added |
| Haverford Trust Co | 3,180 | $298.2K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 3,189 | $299.0K | 0.03% | +34+1.1% | Added |
| Beacon Investment Advisors LLC | 3,194 | $299.6K | 0.25% | +3,194 | New |
| Parallel Advisors, LLC | 3,201 | $300.2K | 0.01% | −378−10.6% | Reduced |
| Bailard, Inc. | 3,203 | $300.3K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3,222 | $302.1K | 0.36% | +3,222 | New |
| AdvisorNet Financial, Inc | 3,230 | $302.8K | 0.03% | −1,045−24.4% | Reduced |
| Virtu Financial LLC | 3,229 | $303.0K | 0.04% | +3,229 | New |
| Callan Capital, LLC | 3,246 | $304.3K | 0.04% | +3,246 | New |
| Sterling Investment Advisors LLC | 3,250 | $304.7K | 0.21% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,255 | $305.0K | 0.07% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,266 | $306.2K | 0.66% | +252+8.4% | Added |
| Blue Barn Wealth, LLC | 3,279 | $307.4K | 0.20% | +87+2.7% | Added |
| Duncker Streett & Co Inc | 3,280 | $307.5K | 0.07% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 3,286 | $308.0K | 0.13% | −926−22.0% | Reduced |
| Centre Asset Management, LLC | 3,285 | $308.0K | 0.08% | −69−2.1% | Reduced |
| Proequities, Inc. | 3,298 | $309.2K | 0.03% | −1,457−30.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,309 | $310.3K | 0.07% | +2+0.1% | Added |
| Bank of Stockton | 3,332 | $312.0K | 0.11% | 00.0% | Unchanged |
| Peoples Bank | 3,329 | $312.1K | 0.20% | +3,329 | New |
| Financial Advisors Network, Inc. | 3,333 | $312.5K | 0.08% | +720+27.6% | Added |
| Paragon Private Wealth Management, LLC | 3,333 | $312.5K | 0.28% | +3,333 | New |
| Summit Asset Management, LLC | 3,335 | $312.7K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,339 | $313.1K | 0.03% | +40+1.2% | Added |
| Shorepoint Capital Partners LLC | 3,358 | $315.0K | 0.09% | +3,358 | New |
| Crewe Advisors LLC | 3,376 | $316.6K | 0.05% | −89−2.6% | Reduced |
| Gilbert & Cook, Inc. | 3,385 | $317.4K | 0.06% | −3,520−51.0% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,393 | $318.0K | 0.37% | −19−0.6% | Reduced |
| Zions Bancorporation, N.A. | 3,406 | $319.3K | 0.03% | −61−1.8% | Reduced |
| Successful Portfolios LLC | 3,426 | $321.0K | 0.21% | −3−0.1% | Reduced |
| Sandy Spring Bank | 3,444 | $322.9K | 0.02% | −155−4.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,444 | $322.9K | 0.03% | −246−6.7% | Reduced |
| Blue Chip Partners, Inc. | 3,450 | $323.4K | 0.04% | +226+7.0% | Added |
| Fund Management at Engine No. 1 LLC | 3,474 | $325.7K | 0.08% | +440+14.5% | Added |
| Raleigh Capital Management Inc. | 3,491 | $327.3K | 0.17% | −2,887−45.3% | Reduced |
| Ascension Asset Management LLC | 3,500 | $328.2K | 0.24% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,522 | $330.3K | 0.02% | −20−0.6% | Reduced |
| Clarius Group, LLC | 3,538 | $332.0K | 0.03% | +469+15.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,542 | $332.1K | 0.01% | +42+1.2% | Added |
| Simmons Bank | 3,558 | $333.6K | 0.03% | −265−6.9% | Reduced |
| HB Wealth Management, LLC | 3,560 | $333.8K | 0.01% | +585+19.7% | Added |
| OneAscent Wealth Management LLC | 3,584 | $336.0K | 0.16% | +898+33.4% | Added |
| Premier Asset Management LLC | 3,598 | $337.3K | 0.42% | +79+2.2% | Added |
| World Equity Group, Inc. | 3,601 | $337.6K | 0.08% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,606 | $338.1K | 0.10% | +1,574+77.5% | Added |
| First Heartland Consultants, Inc. | 3,606 | $338.2K | 0.05% | −75−2.0% | Reduced |