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 |
|---|---|---|---|---|---|
| Centennial Bank | 3,625 | $339.9K | 0.19% | +3,625 | New |
| Lincoln National Corp | 3,630 | $340.4K | 0.01% | +198+5.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $342.0K | 0.07% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 3,653 | $342.5K | 0.24% | +705+23.9% | Added |
| John G Ullman & Associates Inc | 3,711 | $348.0K | 0.06% | +29+0.8% | Added |
| Brady Family Wealth, LLC | 3,734 | $350.1K | 0.14% | +3,734 | New |
| Capital Advisors Inc | 3,739 | $350.6K | 0.01% | +111+3.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,790 | $355.0K | 0.18% | +3,790 | New |
| Hutner Capital Management Inc | 3,807 | $356.9K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $357.8K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,816 | $357.8K | 0.04% | +319+9.1% | Added |
| Sound View Wealth Advisors Group, LLC | 4,259 | $358.5K | 0.04% | +1,063+33.3% | Added |
| Accurate Wealth Management, LLC | 3,713 | $359.1K | 0.13% | −1,277−25.6% | Reduced |
| Midwest Professional Planners, LTD. | 3,832 | $359.3K | 0.20% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,837 | $359.8K | 0.01% | −2,462−39.1% | Reduced |
| Gradient Investments LLC | 3,840 | $360.0K | 0.01% | +11+0.3% | Added |
| Merit Financial Group, LLC | 3,853 | $361.3K | 0.01% | +1,360+54.6% | Added |
| Cigna Investments Inc | 3,864 | $362.0K | 0.08% | +10.0% | Added |
| Bank of New Hampshire | 3,870 | $363.0K | 0.11% | −48−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,967 | $368.3K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,953 | $371.0K | 0.01% | −1,247−24.0% | Reduced |
| Scissortail Wealth Management, LLC | 3,990 | $372.0K | 0.22% | +3,990 | New |
| IHT Wealth Management, LLC | 3,968 | $372.0K | 0.02% | −534−11.9% | Reduced |
| Focus Financial Network, Inc. | 3,976 | $372.8K | 0.03% | +10+0.3% | Added |
| WSFS Capital Management, LLC | 4,003 | $375.3K | 0.04% | +4,003 | New |
| Bradley Foster & Sargent Inc | 4,016 | $376.5K | 0.01% | −450−10.1% | Reduced |
| Insight Wealth Strategies, LLC | 4,031 | $378.0K | 0.07% | +4,031 | New |
| Bryn Mawr Trust Co | 4,063 | $381.0K | 0.02% | −1,050−20.5% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $381.0K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $381.5K | 0.16% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,085 | $383.0K | 0.28% | −180−4.2% | Reduced |
| Hanson & Doremus Investment Management | 4,119 | $386.0K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 4,150 | $389.1K | 0.06% | +278+7.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,156 | $389.7K | 0.21% | −3−0.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,171 | $391.1K | 0.05% | −407−8.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,201 | $393.9K | 0.11% | +4,201 | New |
| 1st Source Bank | 4,202 | $394.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,218 | $395.5K | 0.01% | −1,232−22.6% | Reduced |
| Ziegler Capital Management, LLC | 4,239 | $397.4K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,248 | $398.0K | 0.06% | +17+0.4% | Added |
| International Assets Investment Management, LLC | 4,254 | $398.8K | 0.04% | +1,132+36.3% | Added |
| Reynders McVeigh Capital Management, LLC | 4,259 | $399.0K | 0.03% | −205−4.6% | Reduced |
| Virtus ETF Advisers LLC | 4,275 | $400.8K | 0.21% | −12,164−74.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,279 | $401.2K | 0.05% | −1,150−21.2% | Reduced |
| Tarbox Family Office, Inc. | 4,281 | $401.4K | 0.09% | −20.0% | Reduced |
| First Affirmative Financial Network | 4,293 | $402.6K | 0.49% | −45−1.0% | Reduced |
| Carl P. Sherr & Co., LLC | 4,305 | $403.6K | 0.31% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,311 | $404.2K | 0.03% | +10.0% | Added |
| Virtue Capital Management, LLC | 4,328 | $405.8K | 0.06% | +4,328 | New |
| Prime Capital Investment Advisors, LLC | 4,349 | $407.8K | 0.02% | +4,349 | New |
| Mairs & Power Inc | 4,356 | $408.4K | 0.00% | +212+5.1% | Added |
| Atlantic Trust, LLC | 4,363 | $409.0K | 0.14% | +788+22.0% | Added |
| Ethos Financial Group, LLC | 4,379 | $411.1K | 0.14% | +4,379 | New |
| ZWJ Investment Counsel Inc | 4,438 | $416.1K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,450 | $417.2K | 0.02% | +100+2.3% | Added |
| PAX Financial Group, LLC | 4,461 | $418.2K | 0.11% | −450−9.2% | Reduced |
| Wintrust Investments LLC | 4,465 | $419.0K | 0.05% | +576+14.8% | Added |
| CMC Financial Group | 4,464 | $419.6K | 0.67% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 4,500 | $421.9K | 0.14% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $421.9K | 0.49% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,502 | $422.1K | 0.03% | +411+10.0% | Added |
| Smithfield Trust Co | 4,505 | $423.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 4,536 | $425.0K | 0.18% | +1,082+31.3% | Added |
| Ascent Group, LLC | 4,589 | $430.3K | 0.05% | −2,746−37.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,601 | $431.0K | 0.01% | −10.0% | Reduced |
| Bank Ozk | 4,612 | $432.4K | 0.21% | −400−8.0% | Reduced |
| Main Street Financial Solutions, LLC | 4,608 | $433.2K | 0.07% | +741+19.2% | Added |
| Arete Wealth Advisors, LLC | 4,629 | $434.0K | 0.04% | −1,844−28.5% | Reduced |
| Forum Financial Management, LP | 4,661 | $437.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,690 | $439.8K | 0.06% | −399−7.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,709 | $441.5K | 0.02% | +317+7.2% | Added |
| LS Investment Advisors, LLC | 4,732 | $443.7K | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 4,736 | $444.0K | 0.00% | 00.0% | Unchanged |
| Planning Center, Inc. | 4,750 | $445.4K | 0.14% | +1,360+40.1% | Added |
| Wealth Architects, LLC | 4,764 | $446.7K | 0.08% | −156−3.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,785 | $448.6K | 0.03% | −1,538−24.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,792 | $449.3K | 1.35% | +4,792 | New |
| Mill Capital Management, LLC | 4,824 | $452.3K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,827 | $452.6K | 0.06% | −61−1.2% | Reduced |
| Appleton Partners Inc | 4,857 | $455.0K | 0.04% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 4,863 | $455.9K | 0.06% | −947−16.3% | Reduced |
| Advisors Capital Management, LLC | 4,877 | $457.0K | 0.01% | +78+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 4,877 | $457.3K | 0.00% | +4,877 | New |
| Plancorp, LLC | 4,883 | $457.8K | 0.03% | −1,666−25.4% | Reduced |
| Diversified Trust Co | 4,882 | $458.0K | 0.02% | −5,010−50.6% | Reduced |
| Alpha Cubed Investments, LLC | 4,886 | $458.1K | 0.03% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 4,896 | $459.0K | 0.17% | +76+1.6% | Added |
| Mission Wealth Management, LP | 4,896 | $459.1K | 0.02% | +113+2.4% | Added |
| Winton Group Ltd | 4,913 | $460.6K | 0.03% | −21,409−81.3% | Reduced |
| Hudock, Inc. | 4,922 | $461.6K | 0.16% | +17+0.3% | Added |
| WFA Asset Management Corp | 4,999 | $468.7K | 0.31% | +1,582+46.3% | Added |
| Becker Capital Management Inc | 5,037 | $472.3K | 0.02% | +900+21.8% | Added |
| Bessemer Securities LLC | 5,050 | $473.0K | 0.21% | +5,050 | New |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $476.3K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $477.0K | 0.89% | – | – |
| Resources Investment Advisors, LLC. | 5,121 | $480.2K | 0.01% | +920+21.9% | Added |
| Ieq Capital, LLC | 5,177 | $485.4K | 0.01% | −5,277−50.5% | Reduced |
| Moody Lynn & Lieberson, LLC | 5,188 | $486.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,232 | $490.5K | 0.05% | +15+0.3% | Added |
| Boston Family Office LLC | 5,251 | $492.0K | 0.04% | 00.0% | Unchanged |