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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.

Institutional holdersQ4 2022: 1,068 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2022: $22.4B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
IFG Advisory, LLC0$00.00%−3,949−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−3,860−100.0%Sold out
Lewis Capital Management, LLC0$00.00%−3,410−100.0%Sold out
GSB Wealth Management, LLC0$00.00%−3,000−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−2,770−100.0%Sold out
LMCG Investments, LLC0$00.00%−2,763−100.0%Sold out
Tocqueville Asset Management L.P.0$00.00%−2,753−100.0%Sold out
Wedmont Private Capital0$00.00%−2,707−100.0%Sold out
Ergoteles LLC0$00.00%−2,656−100.0%Sold out
Advisor OS, LLC0$00.00%−2,627−100.0%Sold out
Enlightenment Research, LLC0$00.00%−2,500−100.0%Sold out
Aptus Capital Advisors, LLC0$00.00%−2,491−100.0%Sold out
Galvin, Gaustad & Stein, LLC0$00.00%−2,426−100.0%Sold out
Guardian Wealth Advisors, LLC0$00.00%−2,412−100.0%Sold out
Triton Wealth Management, PLLC0$00.00%−2,314−100.0%Sold out
Fairhaven Wealth Management, LLC0$00.00%−2,240−100.0%Sold out
Pflug Koory, LLC0$00.00%−760−100.0%Sold out
Estate Counselors, LLC0$00.00%−602−100.0%Sold out
Standard Family Office LLC0$00.00%−451−100.0%Sold out
Riverview Trust Co0$00.00%−337−100.0%Sold out
Cowa, LLC0$00.00%−334−100.0%Sold out
Simplex Trading, LLC0$00.00%−301−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−288−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−223−100.0%Sold out
Evoke Wealth, LLC0$00.00%−63−100.0%Sold out
EdgeRock Capital LLC0$00.00%−39−100.0%Sold out
Howe & Rusling Inc0$00.00%−19−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−8−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−67,877−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−11−100.0%Sold out
Eaton Vance Management––––Not filed
Regentatlantic Capital LLC––––Not filed
Corient Capital Partners, LLC––––Not filed
Sadoff Investment Management LLC––––Not filed
AGF Investments LLC––––Not filed
Budros, Ruhlin & Roe, Inc.––––Not filed
Agf Investments Inc.––––Not filed
USA Financial Portformulas Corp––––Not filed
Enhancing Capital LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
Sante Capital Fund, LP––––Not filed
Jefferies Group LLC––––Not filed
55I, LLC––––Not filed
Dowling & Yahnke LLC––––Not filed
Kingsbury Capital Investment Advisors LLC––––Not filed
BTR Capital Management Inc––––Not filed
FourThought Financial, LLC––––Not filed
NuWave Investment Management, LLC––––Not filed
Covington Capital Management––––Not filed
American Portfolios Advisors––––Not filed
Surevest, LLC––––Not filed
Siena Capital LLC––––Not filed