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 |
|---|---|---|---|---|---|
| Legend Financial Advisors, Inc. | 124 | $11.6K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 116 | $10.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 114 | $10.7K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 110 | $10.3K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 106 | $9.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 106 | $9.94K | 0.00% | +106 | New |
| Seldon Capital LP | 105 | $9.85K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 101 | $9.78K | 0.00% | +32+46.4% | Added |
| Key Financial Inc | 106 | $9.48K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $9.41K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $9.38K | 0.00% | −100−50.0% | Reduced |
| HighMark Wealth Management LLC | 100 | $9.38K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 100 | $9.38K | 0.00% | +100 | New |
| Truvestments Capital LLC | 97 | $9.10K | 0.01% | +97 | New |
| JFS Wealth Advisors, LLC | 92 | $8.63K | 0.00% | −15−14.0% | Reduced |
| Solstein Capital, LLC | 82 | $7.69K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 79 | $7.41K | 0.00% | −37−31.9% | Reduced |
| Investors Research Corp | 77 | $7.22K | 0.00% | +77 | New |
| Hallmark Capital Management Inc | 75 | $7.03K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 72 | $6.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 71 | $6.66K | 0.00% | +71 | New |
| Kelly Financial Services LLC | 65 | $6.09K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 65 | $6.00K | 0.00% | +1+1.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.81K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 61 | $5.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $5.63K | 0.00% | +6+11.1% | Added |
| Abound Wealth Management | 49 | $4.60K | 0.00% | +43+716.7% | Added |
| Steward Financial Group LLC | 49 | $4.00K | 0.00% | +49 | New |
| Aua Capital Management, LLC | 42 | $3.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $3.75K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 39 | $3.66K | 0.00% | −13−25.0% | Reduced |
| Western Pacific Wealth Management, LP | 38 | $3.56K | 0.00% | +38 | New |
| Sofos Investments, Inc. | 94 | $3.56K | 0.04% | −529−84.9% | Reduced |
| CIBC Private Wealth Group, LLC | 36,484 | $3.42K | 0.00% | −351−1.0% | Reduced |
| My Personal CFO, LLC | 35 | $3.28K | 0.00% | +35 | New |
| Tradewinds Capital Management, LLC | 34 | $3.19K | 0.00% | +34 | New |
| Trifecta Capital Advisors, LLC | 34 | $3.19K | 0.00% | +34 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $3.00K | 0.03% | −30−50.0% | Reduced |
| Horan Securities, Inc. | 29 | $2.72K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $2.34K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $2.34K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 22 | $2.06K | 0.00% | −5−18.5% | Reduced |
| Armstrong Advisory Group, Inc | 21 | $1.97K | 0.00% | +21 | New |
| Quarry LP | 19 | $1.78K | 0.00% | +19 | New |
| SRS Capital Advisors, Inc. | 18 | $1.69K | 0.00% | −55−75.3% | Reduced |
| Logan Capital Management Inc | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $1.59K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 11 | $1.03K | 0.00% | +11 | New |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | −10−47.6% | Reduced |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 10 | $1.00K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| Cribstone Capital Management, LLC | 10 | $938 | 0.00% | +2+25.0% | Added |
| Highline Wealth Partners LLC | 10 | $938 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 8 | $750 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $656 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $656 | 0.00% | +2+40.0% | Added |
| Tfo-TDC, LLC | 22 | $510 | 0.00% | −94−81.0% | Reduced |
| Lee Financial Co | 5 | $469 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $469 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $376 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $281 | 0.00% | +3 | New |
| Coppell Advisory Solutions Corp. | 3 | $281 | 0.00% | +3 | New |
| Slocum, Gordon & Co LLP | 1 | $95 | 0.00% | +1 | New |
| Ellevest, Inc. | 0 | $1 | 0.00% | 0 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −683,315−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −323,090−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −248,216−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −170,500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −67,417−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −64,568−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −39,744−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −36,598−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −33,424−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −22,050−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −19,315−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −18,606−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −16,356−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −16,328−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,237−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −15,108−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −12,409−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,657−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −7,775−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,393−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −6,287−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,072−100.0% | Sold out |
| Investment Partners, Ltd. | 0 | $0 | 0.00% | −5,832−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −5,786−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −5,504−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |