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 |
|---|---|---|---|---|---|
| Toews Corp | 8,200 | $768.8K | 0.38% | −3,100−27.4% | Reduced |
| Searle & Co. | 8,200 | $768.8K | 0.26% | 00.0% | Unchanged |
| Balentine LLC | 8,221 | $770.8K | 0.03% | −950−10.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,298 | $778.0K | 0.35% | −352−4.1% | Reduced |
| Empirical Finance, LLC | 8,320 | $780.1K | 0.08% | +641+8.3% | Added |
| Montag A & Associates Inc | 8,414 | $788.9K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 8,463 | $793.6K | 0.03% | +90+1.1% | Added |
| Ledyard National Bank | 8,477 | $794.8K | 0.09% | −101−1.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,511 | $798.0K | 0.02% | +5,244+160.5% | Added |
| National Asset Management, Inc. | 8,514 | $798.3K | 0.02% | −553−6.1% | Reduced |
| Red Cedar Investment Management, LLC | 8,543 | $801.0K | 0.13% | +647+8.2% | Added |
| United Capital Financial Advisers, LLC | 8,545 | $801.1K | 0.00% | +349+4.3% | Added |
| Wealthspire Advisors, LLC | 8,626 | $808.8K | 0.01% | +74+0.9% | Added |
| Resources Management Corp | 8,662 | $812.0K | 0.13% | 00.0% | Unchanged |
| Chelsea Counsel Co | 8,672 | $813.1K | 0.41% | −7−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 8,681 | $813.9K | 0.03% | +2,509+40.7% | Added |
| Laurel Wealth Advisors, Inc. | 8,705 | $816.0K | 0.08% | −1,174−11.9% | Reduced |
| Advisors Management Group Inc | 8,701 | $816.0K | 0.31% | +124+1.4% | Added |
| Wellington Management Group LLP | 9,040 | $847.6K | 0.00% | +9,040 | New |
| Avantax Advisory Services, Inc. | 9,134 | $856.4K | 0.01% | +5,306+138.6% | Added |
| Romano Brothers and Company | 9,197 | $862.3K | 0.13% | −137−1.5% | Reduced |
| Alley Investment Management Company, LLC | 9,270 | $869.0K | 0.15% | −15−0.2% | Reduced |
| Legacy Private Trust Co. | 9,277 | $869.8K | 0.08% | 00.0% | Unchanged |
| Spinnaker Trust | 9,298 | $872.0K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 9,363 | $877.9K | 0.12% | −3,417−26.7% | Reduced |
| WNY Asset Management, LLC | 9,426 | $883.7K | 0.24% | +30.0% | Added |
| FineMark National Bank & Trust | 9,450 | $886.0K | 0.04% | +3,866+69.2% | Added |
| Van Hulzen Asset Management, LLC | 9,538 | $894.0K | 0.10% | +40.0% | Added |
| Prospera Financial Services Inc | 9,571 | $897.4K | 0.04% | −3,245−25.3% | Reduced |
| Ronald Blue Trust, Inc. | 10,092 | $903.0K | 0.02% | +3,071+43.7% | Added |
| Wealth Alliance | 9,696 | $909.1K | 0.16% | −14−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,731 | $912.4K | 0.13% | +9,731 | New |
| Davenport & Co LLC | 9,754 | $915.0K | 0.01% | +70+0.7% | Added |
| Veritable, L.P. | 9,764 | $915.5K | 0.02% | +1,086+12.5% | Added |
| American State Bank (Iowa) | 9,855 | $924.0K | 0.71% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 9,886 | $926.9K | 0.02% | −1,831−15.6% | Reduced |
| Carret Asset Management, LLC | 10,000 | $938.0K | 0.13% | +500+5.3% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,067 | $943.9K | 1.04% | −55−0.5% | Reduced |
| Spirit of America Management Corp | 10,100 | $947.0K | 0.21% | +600+6.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10,108 | $947.7K | 0.22% | −51−0.5% | Reduced |
| Quantinno Capital Management LP | 10,122 | $949.0K | 0.07% | +7,584+298.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,139 | $951.0K | 0.03% | +6,657+191.2% | Added |
| Advisor Partners II, LLC | 10,183 | $954.7K | 0.06% | −2,659−20.7% | Reduced |
| Brown Capital Management LLC | 10,189 | $955.3K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,151 | $958.4K | 0.01% | −20.0% | Reduced |
| Fiduciary Trust Co | 10,286 | $964.4K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,294 | $965.2K | 0.02% | +2,690+35.4% | Added |
| Vestmark Advisory Solutions, Inc. | 10,375 | $972.8K | 0.05% | +564+5.7% | Added |
| Credential Qtrade Securities Inc. | 10,390 | $974.2K | 0.07% | +358+3.6% | Added |
| Hendershot Investments Inc. | 10,446 | $979.4K | 0.17% | 00.0% | Unchanged |
| Central Trust Co | 10,513 | $985.7K | 0.03% | −53−0.5% | Reduced |
| NorthRock Partners, LLC | 10,643 | $997.9K | 0.11% | −2,914−21.5% | Reduced |
| Valmark Advisers, Inc. | 10,724 | $1.01M | 0.02% | −77−0.7% | Reduced |
| ICW Investment Advisors LLC | 10,838 | $1.02M | 0.61% | +67+0.6% | Added |
| North Star Investment Management Corp. | 10,903 | $1.02M | 0.09% | +18+0.2% | Added |
| HM Payson & Co | 11,021 | $1.03M | 0.03% | +321+3.0% | Added |
| Gotham Asset Management, LLC | 11,134 | $1.04M | 0.03% | −14−0.1% | Reduced |
| South Dakota Investment Council | 11,280 | $1.06M | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,304 | $1.06M | 0.09% | 00.0% | Unchanged |
| Baillie Gifford & Co | 11,353 | $1.06M | 0.00% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 11,442 | $1.07M | 1.18% | −221−1.9% | Reduced |
| Johnson Investment Counsel Inc | 11,546 | $1.08M | 0.01% | −90−0.8% | Reduced |
| United Services Automobile Association | 11,550 | $1.08M | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,042 | $1.13M | 0.03% | −660−5.2% | Reduced |
| Rowland & Co Investment Counsel | 12,082 | $1.14M | 0.28% | −283−2.3% | Reduced |
| Welch & Forbes LLC | 12,219 | $1.15M | 0.02% | 00.0% | Unchanged |
| Landaas & Co | 12,371 | $1.16M | 0.64% | −257−2.0% | Reduced |
| Verition Fund Management LLC | 12,401 | $1.16M | 0.02% | −106,516−89.6% | Reduced |
| Colony Group LLC | 12,400 | $1.16M | 0.02% | −156−1.2% | Reduced |
| Girard Partners Ltd. | 12,643 | $1.19M | 0.13% | −1,218−8.8% | Reduced |
| Ossiam | 12,865 | $1.21M | 0.03% | −27,123−67.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 13,077 | $1.23M | 0.03% | 00.0% | Unchanged |
| Conning Inc. | 13,215 | $1.24M | 0.04% | −12−0.1% | Reduced |
| Qsemble Capital Management, LP | 13,400 | $1.26M | 0.87% | +13,400 | New |
| Nordea Investment Management AB | 13,392 | $1.27M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,640 | $1.28M | 0.03% | +4,901+56.1% | Added |
| Marietta Investment Partners LLC | 13,800 | $1.29M | 0.37% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 14,023 | $1.31M | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14,075 | $1.32M | 0.12% | −381−2.6% | Reduced |
| JustInvest LLC | 14,363 | $1.35M | 0.06% | −4,540−24.0% | Reduced |
| Allworth Financial LP | 14,558 | $1.36M | 0.02% | +4,170+40.1% | Added |
| Marks Group Wealth Management, Inc | 14,656 | $1.37M | 0.19% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,685 | $1.38M | 0.01% | −2,923−16.6% | Reduced |
| Profund Advisors LLC | 14,879 | $1.40M | 0.09% | −870−5.5% | Reduced |
| AIA Group Ltd | 14,909 | $1.40M | 0.09% | +9,379+169.6% | Added |
| New Mexico Educational Retirement Board | 15,053 | $1.41M | 0.08% | −1,100−6.8% | Reduced |
| Tiaa, FSB | 15,095 | $1.42M | 0.01% | +1,094+7.8% | Added |
| IFP Advisors, Inc | 22,150 | $1.43M | 0.04% | +7,650+52.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 15,384 | $1.44M | 0.46% | +15,384 | New |
| Independent Advisor Alliance | 15,496 | $1.45M | 0.18% | +2,384+18.2% | Added |
| Vident Investment Advisory, LLC | 15,580 | $1.46M | 0.06% | +816+5.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 15,601 | $1.46M | 0.37% | +15,601 | New |
| GWM Advisors LLC | 43,895 | $1.47M | 0.04% | +2,626+6.4% | Added |
| Kesler, Norman & Wride, LLC | 15,691 | $1.47M | 0.38% | +5,713+57.3% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.47M | 0.15% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 15,896 | $1.49M | 0.37% | +1,990+14.3% | Added |
| SG Americas Securities, LLC | 15,945 | $1.50M | 0.02% | +8,021+101.2% | Added |
| Donaldson Capital Management, LLC | 16,014 | $1.50M | 0.07% | −1,726−9.7% | Reduced |
| Assetmark, Inc | 16,165 | $1.52M | 0.01% | +5,055+45.5% | Added |
| Norinchukin Bank, The | 16,217 | $1.52M | 0.03% | −1,664−9.3% | Reduced |