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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 613 | $57.5K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $57.4K | 0.01% | +612 | New |
| Barrett & Company, Inc. | 600 | $56.3K | 0.04% | 00.0% | Unchanged |
| AM Squared Ltd | 600 | $56.3K | 0.04% | +600 | New |
| Tanglewood Legacy Advisors, LLC | 600 | $56.3K | 0.04% | +600 | New |
| Bangor Savings Bank | 600 | $56.0K | 0.01% | −67−10.0% | Reduced |
| TD Waterhouse Canada Inc. | 561 | $55.1K | 0.00% | −8−1.4% | Reduced |
| Comerica Securities,inc. | 583 | $54.7K | 0.00% | +583 | New |
| Anchor Investment Management, LLC | 578 | $54.2K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 581 | $54.0K | 0.03% | +5+0.9% | Added |
| Colonial Trust Advisors | 575 | $53.9K | 0.01% | +575 | New |
| CNB Bank | 566 | $53.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 560 | $52.5K | 0.02% | −475−45.9% | Reduced |
| Salem Investment Counselors Inc | 558 | $52.3K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 541 | $52.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $51.8K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 539 | $50.5K | 0.00% | +162+43.0% | Added |
| DuPont Capital Management Corp | 531 | $49.8K | 0.00% | +336+172.3% | Added |
| Glassman Wealth Services | 529 | $49.6K | 0.01% | +28+5.6% | Added |
| Sound Income Strategies, LLC | 528 | $49.5K | 0.01% | −6−1.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 527 | $49.0K | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 511 | $47.9K | 0.01% | +511 | New |
| Perritt Capital Management Inc | 500 | $46.9K | 0.03% | +500 | New |
| Altshuler Shaham Ltd | 493 | $46.2K | 0.00% | +2+0.4% | Added |
| SOA Wealth Advisors, LLC. | 480 | $45.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 466 | $44.0K | 0.03% | −14−2.9% | Reduced |
| Cornerstone Planning Group LLC | 479 | $44.0K | 0.02% | +479 | New |
| State of Wyoming | 468 | $43.9K | 0.01% | −6−1.3% | Reduced |
| RWM Asset Management, LLC | 463 | $43.4K | 0.01% | −2,768−85.7% | Reduced |
| Washington Trust Co | 461 | $43.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $43.0K | 0.04% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 457 | $42.8K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 430 | $40.3K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $40.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 420 | $39.4K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $39.2K | 0.04% | +25+6.4% | Added |
| Front Row Advisors LLC | 415 | $39.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 412 | $38.6K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 407 | $38.2K | 0.03% | +2+0.5% | Added |
| Trust Co | 391 | $37.0K | 0.01% | +53+15.7% | Added |
| CVA Family Office, LLC | 375 | $35.2K | 0.01% | −305−44.9% | Reduced |
| VitalStone Financial, LLC | 371 | $35.0K | 0.02% | +371 | New |
| Leonteq Securities AG | 367 | $34.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 357 | $34.0K | 0.00% | +7+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 360 | $33.8K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $33.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 336 | $32.0K | 0.00% | +320+2,000.0% | Added |
| Ulland Investment Advisors, LLC | 331 | $31.0K | 0.04% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 330 | $30.9K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $30.8K | 0.00% | +164+100.0% | Added |
| Peoples Financial Services Corp. | 326 | $30.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $30.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 320 | $30.0K | 0.02% | +320 | New |
| Clear Street Markets LLC | 319 | $30.0K | 0.01% | −834−72.3% | Reduced |
| First Manhattan Co | 303 | $28.4K | 0.00% | +153+102.0% | Added |
| Lindbrook Capital, LLC | 301 | $28.2K | 0.00% | −196−39.4% | Reduced |
| Arrow Financial Corp | 300 | $28.0K | 0.00% | −35−10.4% | Reduced |
| Silvant Capital Management LLC | 290 | $27.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 290 | $27.2K | 0.00% | +290 | New |
| Newbridge Financial Services Group, Inc. | 288 | $27.0K | 0.02% | +26+9.9% | Added |
| Asset Dedication, LLC | 283 | $27.0K | 0.00% | +283 | New |
| Evermay Wealth Management LLC | 278 | $26.1K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 278 | $26.1K | 0.01% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 278 | $26.1K | 0.01% | +278 | New |
| Webster Bank, N. A. | 282 | $26.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 272 | $25.5K | 0.00% | −16−5.6% | Reduced |
| FinTrust Capital Advisors, LLC | 270 | $25.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 264 | $24.8K | 0.01% | −5−1.9% | Reduced |
| Princeton Global Asset Management LLC | 252 | $24.0K | 0.01% | +1+0.4% | Added |
| Central Bank & Trust Co | 250 | $23.4K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 262 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $23.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 239 | $22.4K | 0.00% | +29+13.8% | Added |
| Natixis | 233 | $21.8K | 0.00% | −55,909−99.6% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $21.4K | 0.01% | +228 | New |
| New Millennium Group LLC | 221 | $20.7K | 0.02% | +9+4.2% | Added |
| TCI Wealth Advisors, Inc. | 219 | $20.5K | 0.00% | −133−37.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 218 | $20.4K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 206 | $19.3K | 0.00% | +194+1,616.7% | Added |
| Covestor Ltd | 198 | $19.0K | 0.02% | −9−4.3% | Reduced |
| Highlander Capital Management, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 204 | $19.0K | 0.00% | +15+7.9% | Added |
| Bogart Wealth, LLC | 202 | $18.9K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $18.4K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 192 | $18.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 191 | $17.9K | 0.01% | −9−4.5% | Reduced |
| Brown Brothers Harriman & Co | 185 | $17.3K | 0.00% | −482−72.3% | Reduced |
| Cyrus J. Lawrence, LLC | 167 | $17.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 171 | $16.0K | 0.01% | +171 | New |
| Cary Street Partners Asset Management LLC | 169 | $15.8K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 165 | $15.5K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 165 | $15.5K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 161 | $15.1K | 0.00% | +161 | New |
| St Germain D J Co Inc | 150 | $14.1K | 0.00% | +150 | New |
| Jackson, Grant Investment Advisers, Inc. | 139 | $13.0K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 143 | $13.0K | 0.00% | +143 | New |
| Financial Management Professionals, Inc. | 132 | $12.0K | 0.00% | −14−9.6% | Reduced |
| Coastal Capital Group, Inc. | 131 | $11.7K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 125 | $11.7K | 0.00% | 00.0% | Unchanged |