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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 12,401 | $1.16M | 0.02% | −106,516−89.6% | Reduced |
| Landaas & Co | 12,371 | $1.16M | 0.64% | −257−2.0% | Reduced |
| Welch & Forbes LLC | 12,219 | $1.15M | 0.02% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 12,082 | $1.14M | 0.28% | −283−2.3% | Reduced |
| Advisory Services Network, LLC | 12,042 | $1.13M | 0.03% | −660−5.2% | Reduced |
| United Services Automobile Association | 11,550 | $1.08M | 0.02% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,546 | $1.08M | 0.01% | −90−0.8% | Reduced |
| Hummer Financial Advisory Services Inc | 11,442 | $1.07M | 1.18% | −221−1.9% | Reduced |
| Baillie Gifford & Co | 11,353 | $1.06M | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,304 | $1.06M | 0.09% | 00.0% | Unchanged |
| South Dakota Investment Council | 11,280 | $1.06M | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 11,134 | $1.04M | 0.03% | −14−0.1% | Reduced |
| HM Payson & Co | 11,021 | $1.03M | 0.03% | +321+3.0% | Added |
| North Star Investment Management Corp. | 10,903 | $1.02M | 0.09% | +18+0.2% | Added |
| ICW Investment Advisors LLC | 10,838 | $1.02M | 0.61% | +67+0.6% | Added |
| Valmark Advisers, Inc. | 10,724 | $1.01M | 0.02% | −77−0.7% | Reduced |
| NorthRock Partners, LLC | 10,643 | $997.9K | 0.11% | −2,914−21.5% | Reduced |
| Central Trust Co | 10,513 | $985.7K | 0.03% | −53−0.5% | Reduced |
| Hendershot Investments Inc. | 10,446 | $979.4K | 0.17% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 10,390 | $974.2K | 0.07% | +358+3.6% | Added |
| Vestmark Advisory Solutions, Inc. | 10,375 | $972.8K | 0.05% | +564+5.7% | Added |
| Beacon Pointe Advisors, LLC | 10,294 | $965.2K | 0.02% | +2,690+35.4% | Added |
| Fiduciary Trust Co | 10,286 | $964.4K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,151 | $958.4K | 0.01% | −20.0% | Reduced |
| Brown Capital Management LLC | 10,189 | $955.3K | 0.02% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,183 | $954.7K | 0.06% | −2,659−20.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 10,139 | $951.0K | 0.03% | +6,657+191.2% | Added |
| Quantinno Capital Management LP | 10,122 | $949.0K | 0.07% | +7,584+298.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10,108 | $947.7K | 0.22% | −51−0.5% | Reduced |
| Spirit of America Management Corp | 10,100 | $947.0K | 0.21% | +600+6.3% | Added |
| Private Harbour Investment Management & Counsel, LLC | 10,067 | $943.9K | 1.04% | −55−0.5% | Reduced |
| Carret Asset Management, LLC | 10,000 | $938.0K | 0.13% | +500+5.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,886 | $926.9K | 0.02% | −1,831−15.6% | Reduced |
| American State Bank (Iowa) | 9,855 | $924.0K | 0.71% | 00.0% | Unchanged |
| Veritable, L.P. | 9,764 | $915.5K | 0.02% | +1,086+12.5% | Added |
| Davenport & Co LLC | 9,754 | $915.0K | 0.01% | +70+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,731 | $912.4K | 0.13% | +9,731 | New |
| Wealth Alliance | 9,696 | $909.1K | 0.16% | −14−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 10,092 | $903.0K | 0.02% | +3,071+43.7% | Added |
| Prospera Financial Services Inc | 9,571 | $897.4K | 0.04% | −3,245−25.3% | Reduced |
| Van Hulzen Asset Management, LLC | 9,538 | $894.0K | 0.10% | +40.0% | Added |
| FineMark National Bank & Trust | 9,450 | $886.0K | 0.04% | +3,866+69.2% | Added |
| WNY Asset Management, LLC | 9,426 | $883.7K | 0.24% | +30.0% | Added |
| Veriti Management LLC | 9,363 | $877.9K | 0.12% | −3,417−26.7% | Reduced |
| Spinnaker Trust | 9,298 | $872.0K | 0.07% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 9,277 | $869.8K | 0.08% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 9,270 | $869.0K | 0.15% | −15−0.2% | Reduced |
| Romano Brothers and Company | 9,197 | $862.3K | 0.13% | −137−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 9,134 | $856.4K | 0.01% | +5,306+138.6% | Added |
| Wellington Management Group LLP | 9,040 | $847.6K | 0.00% | +9,040 | New |
| 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 |
| Avantax Planning Partners, Inc. | 8,681 | $813.9K | 0.03% | +2,509+40.7% | Added |
| Chelsea Counsel Co | 8,672 | $813.1K | 0.41% | −7−0.1% | Reduced |
| Resources Management Corp | 8,662 | $812.0K | 0.13% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 8,626 | $808.8K | 0.01% | +74+0.9% | Added |
| United Capital Financial Advisers, LLC | 8,545 | $801.1K | 0.00% | +349+4.3% | Added |
| Red Cedar Investment Management, LLC | 8,543 | $801.0K | 0.13% | +647+8.2% | Added |
| National Asset Management, Inc. | 8,514 | $798.3K | 0.02% | −553−6.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,511 | $798.0K | 0.02% | +5,244+160.5% | Added |
| Ledyard National Bank | 8,477 | $794.8K | 0.09% | −101−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 8,463 | $793.6K | 0.03% | +90+1.1% | Added |
| Montag A & Associates Inc | 8,414 | $788.9K | 0.05% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,320 | $780.1K | 0.08% | +641+8.3% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,298 | $778.0K | 0.35% | −352−4.1% | Reduced |
| Balentine LLC | 8,221 | $770.8K | 0.03% | −950−10.4% | Reduced |
| Toews Corp | 8,200 | $768.8K | 0.38% | −3,100−27.4% | Reduced |
| Searle & Co. | 8,200 | $768.8K | 0.26% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,193 | $768.2K | 0.06% | −8−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $764.2K | 0.06% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,137 | $762.9K | 0.05% | −207−2.5% | Reduced |
| Jump Financial, LLC | 7,979 | $748.1K | 0.04% | +7,979 | New |
| Beaton Management Co. Inc. | 7,971 | $747.0K | 0.50% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 7,941 | $744.5K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 7,906 | $741.0K | 0.01% | −1,189−13.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,732 | $725.0K | 0.10% | +1,500+24.1% | Added |
| Machina Capital S.A.S. | 7,728 | $724.6K | 1.34% | +5,454+239.8% | Added |
| Neo Ivy Capital Management | 7,716 | $723.0K | 0.49% | +7,716 | New |
| Freedom Wealth Alliance, LLC | 7,560 | $708.8K | 1.00% | +7,560 | New |
| Stratos Wealth Advisors, LLC | 7,551 | $708.0K | 0.06% | −552−6.8% | Reduced |
| AXA S.A. | 7,522 | $705.3K | 0.00% | −23−0.3% | Reduced |
| MAI Capital Management | 7,520 | $705.1K | 0.01% | +3,464+85.4% | Added |
| Acrisure Capital Management, LLC | 7,407 | $694.5K | 0.77% | +7,407 | New |
| Signaturefd, LLC | 7,378 | $691.8K | 0.02% | −579−7.3% | Reduced |
| Quantamental Technologies LLC | 7,351 | $689.2K | 0.31% | +7,351 | New |
| Oarsman Capital, Inc. | 7,322 | $686.5K | 0.35% | −534−6.8% | Reduced |
| Investment House LLC | 7,300 | $684.4K | 0.06% | 00.0% | Unchanged |
| Qtron Investments LLC | 7,263 | $681.0K | 0.14% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 7,206 | $676.0K | 0.02% | −90−1.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,142 | $669.6K | 0.03% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,106 | $666.0K | 0.17% | +500+7.6% | Added |
| North Star Asset Management Inc | 7,099 | $665.6K | 0.04% | +1,962+38.2% | Added |
| Stephenson National Bank & Trust | 7,084 | $664.0K | 0.42% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,065 | $662.4K | 0.03% | −606−7.9% | Reduced |
| Bleakley Financial Group, LLC | 7,059 | $661.8K | 0.02% | +7,059 | New |
| Alaska Permanent Fund Corp | 7,051 | $661.0K | 0.01% | +46+0.7% | Added |
| 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 |
| Tiedemann Advisors, LLC | 7,003 | $656.6K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,001 | $656.4K | 0.07% | +989+16.5% | Added |