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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 5,250 | $492.2K | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,202 | $493.0K | 0.01% | +59+1.1% | Added |
| Chesley Taft & Associates LLC | 5,280 | $495.1K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,305 | $497.4K | 0.05% | −20.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,310 | $497.9K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,320 | $498.8K | 0.01% | +40+0.8% | Added |
| Greenfield Savings Bank | 5,379 | $504.3K | 0.33% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,413 | $508.0K | 0.10% | +256+5.0% | Added |
| LVZ Advisors, Inc. | 5,428 | $508.9K | 0.08% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,468 | $512.6K | 0.12% | +357+7.0% | Added |
| Front Barnett Associates LLC | 5,551 | $520.0K | 0.07% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,556 | $520.9K | 0.17% | −16−0.3% | Reduced |
| Courier Capital LLC | 5,570 | $522.2K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,586 | $523.8K | 0.18% | −89−1.6% | Reduced |
| HBK Sorce Advisory LLC | 5,618 | $527.0K | 0.01% | +2,813+100.3% | Added |
| Great Valley Advisor Group, Inc. | 5,650 | $529.8K | 0.03% | +43+0.8% | Added |
| Clearstead Advisors, LLC | 5,705 | $534.9K | 0.04% | +856+17.7% | Added |
| West Family Investments, Inc. | 5,736 | $537.8K | 0.18% | +1,067+22.9% | Added |
| Mather Group, LLC. | 5,747 | $538.8K | 0.01% | −1,667−22.5% | Reduced |
| Krane Funds Advisors LLC | 5,782 | $542.0K | 0.02% | +5,782 | New |
| Horizon Investments, LLC | 5,810 | $545.0K | 0.02% | −2,152−27.0% | Reduced |
| Banque Cantonale Vaudoise | 5,823 | $546.0K | 0.03% | −7,000−54.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,872 | $551.0K | 0.24% | −403−6.4% | Reduced |
| Chicago Capital, LLC | 5,885 | $551.7K | 0.03% | −80−1.3% | Reduced |
| Kula Investments, LLC | 5,945 | $557.4K | 0.20% | +5,945 | New |
| Drake & Associates, LLC | 5,971 | $559.8K | 0.30% | +9+0.2% | Added |
| Bridges Investment Management Inc | 6,000 | $562.6K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 6,006 | $563.2K | 0.34% | +17+0.3% | Added |
| Stevens Capital Management LP | 6,037 | $566.0K | 0.36% | +6,037 | New |
| Eqis Capital Management, Inc. | 6,079 | $570.0K | 0.06% | −388−6.0% | Reduced |
| Moors & Cabot, Inc. | 6,082 | $570.3K | 0.04% | +149+2.5% | Added |
| Sigma Planning Corp | 6,139 | $575.6K | 0.02% | +134+2.2% | Added |
| Waratah Capital Advisors Ltd. | 6,156 | $577.2K | 0.04% | −5,171−45.7% | Reduced |
| Exchange Traded Concepts, LLC | 6,160 | $577.6K | 0.02% | −356−5.5% | Reduced |
| Northern Oak Wealth Management Inc | 6,188 | $580.2K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 6,256 | $586.6K | 0.09% | −160−2.5% | Reduced |
| Boston Private Wealth LLC | 6,261 | $587.0K | 0.01% | −93−1.5% | Reduced |
| CWM Advisors, LLC | 6,403 | $600.3K | 0.08% | −89−1.4% | Reduced |
| Ti-Trust, Inc | 6,430 | $602.9K | 0.57% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,450 | $604.7K | 0.27% | +24+0.4% | Added |
| Johnson Financial Group, Inc. | 6,476 | $607.2K | 0.05% | −206−3.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,476 | $607.2K | 0.02% | −100−1.5% | Reduced |
| City State Bank | 6,522 | $612.0K | 0.38% | +100+1.6% | Added |
| Integrated Advisors Network LLC | 6,531 | $612.3K | 0.04% | +30.0% | Added |
| Metis Global Partners, LLC | 6,535 | $612.7K | 0.05% | +1,852+39.5% | Added |
| FIL Ltd | 6,541 | $613.3K | 0.00% | −213−3.2% | Reduced |
| Bridgefront Capital, LLC | 6,553 | $614.4K | 0.43% | −2,396−26.8% | Reduced |
| Geneos Wealth Management Inc. | 6,577 | $616.7K | 0.04% | +633+10.6% | Added |
| Apollon Wealth Management, LLC | 6,583 | $617.2K | 0.04% | −3,224−32.9% | Reduced |
| Old Second National Bank of Aurora | 6,596 | $618.4K | 0.18% | +918+16.2% | Added |
| Tradewinds, LLC. | 3,944 | $618.8K | 0.65% | +3,944 | New |
| AlphaStar Capital Management, LLC | 6,601 | $618.9K | 0.06% | +540+8.9% | Added |
| Seeyond | 6,607 | $619.5K | 0.06% | −24,635−78.9% | Reduced |
| Lantz Financial LLC | 6,607 | $619.5K | 0.28% | −750−10.2% | Reduced |
| Rockland Trust Co | 6,626 | $621.0K | 0.04% | −237−3.5% | Reduced |
| Park Avenue Securities LLC | 6,682 | $626.0K | 0.01% | −716−9.7% | Reduced |
| Capital Asset Advisory Services LLC | 6,420 | $626.0K | 0.05% | −2,562−28.5% | Reduced |
| Peapack Gladstone Financial Corp | 6,698 | $628.0K | 0.01% | −1,264−15.9% | Reduced |
| Cetera Advisors LLC | 6,714 | $629.5K | 0.01% | +1,448+27.5% | Added |
| Banque Pictet & Cie SA | 6,736 | $631.6K | 0.01% | −172−2.5% | Reduced |
| Foundations Investment Advisors, LLC | 6,771 | $634.8K | 0.03% | −67−1.0% | Reduced |
| Winch Advisory Services, LLC | 6,801 | $638.0K | 0.27% | −94−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 6,866 | $643.7K | 0.08% | +6,866 | New |
| TD Private Client Wealth LLC | 6,872 | $644.3K | 0.03% | −281−3.9% | Reduced |
| Ballentine Partners, LLC | 6,881 | $645.2K | 0.02% | +197+2.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,919 | $648.7K | 0.01% | +30.0% | Added |
| Fiera Capital Corp | 6,970 | $653.5K | 0.00% | +950+15.8% | Added |
| NewEdge Wealth, LLC | 6,999 | $656.2K | 0.03% | +139+2.0% | Added |
| We Are One Seven, LLC | 7,001 | $656.4K | 0.07% | +989+16.5% | Added |
| Tiedemann Advisors, LLC | 7,003 | $656.6K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,002 | $657.0K | 0.03% | +10.0% | Added |
| Wedbush Securities Inc | 7,011 | $657.0K | 0.04% | +299+4.5% | Added |
| Alaska Permanent Fund Corp | 7,051 | $661.0K | 0.01% | +46+0.7% | Added |
| Bleakley Financial Group, LLC | 7,059 | $661.8K | 0.02% | +7,059 | New |
| Snowden Capital Advisors LLC | 7,065 | $662.4K | 0.03% | −606−7.9% | Reduced |
| Stephenson National Bank & Trust | 7,084 | $664.0K | 0.42% | 00.0% | Unchanged |
| North Star Asset Management Inc | 7,099 | $665.6K | 0.04% | +1,962+38.2% | Added |
| Chicago Trust Co NA | 7,106 | $666.0K | 0.17% | +500+7.6% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $669.6K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,206 | $676.0K | 0.02% | −90−1.2% | Reduced |
| Qtron Investments LLC | 7,263 | $681.0K | 0.14% | 00.0% | Unchanged |
| Investment House LLC | 7,300 | $684.4K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 7,322 | $686.5K | 0.35% | −534−6.8% | Reduced |
| Quantamental Technologies LLC | 7,351 | $689.2K | 0.31% | +7,351 | New |
| Signaturefd, LLC | 7,378 | $691.8K | 0.02% | −579−7.3% | Reduced |
| Acrisure Capital Management, LLC | 7,407 | $694.5K | 0.77% | +7,407 | New |
| MAI Capital Management | 7,520 | $705.1K | 0.01% | +3,464+85.4% | Added |
| AXA S.A. | 7,522 | $705.3K | 0.00% | −23−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 7,551 | $708.0K | 0.06% | −552−6.8% | Reduced |
| Freedom Wealth Alliance, LLC | 7,560 | $708.8K | 1.00% | +7,560 | New |
| Neo Ivy Capital Management | 7,716 | $723.0K | 0.49% | +7,716 | New |
| Machina Capital S.A.S. | 7,728 | $724.6K | 1.34% | +5,454+239.8% | Added |
| Marble Harbor Investment Counsel, LLC | 7,732 | $725.0K | 0.10% | +1,500+24.1% | Added |
| Greenleaf Trust | 7,906 | $741.0K | 0.01% | −1,189−13.1% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $744.5K | 0.04% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,971 | $747.0K | 0.50% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,979 | $748.1K | 0.04% | +7,979 | New |
| Wetherby Asset Management Inc | 8,137 | $762.9K | 0.05% | −207−2.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $764.2K | 0.06% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,193 | $768.2K | 0.06% | −8−0.1% | Reduced |