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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 6,999 | $656.2K | 0.03% | +139+2.0% | Added |
| Fiera Capital Corp | 6,970 | $653.5K | 0.00% | +950+15.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,919 | $648.7K | 0.01% | +30.0% | Added |
| Ballentine Partners, LLC | 6,881 | $645.2K | 0.02% | +197+2.9% | Added |
| TD Private Client Wealth LLC | 6,872 | $644.3K | 0.03% | −281−3.9% | Reduced |
| Meeder Advisory Services, Inc. | 6,866 | $643.7K | 0.08% | +6,866 | New |
| Winch Advisory Services, LLC | 6,801 | $638.0K | 0.27% | −94−1.4% | Reduced |
| Foundations Investment Advisors, LLC | 6,771 | $634.8K | 0.03% | −67−1.0% | Reduced |
| Banque Pictet & Cie SA | 6,736 | $631.6K | 0.01% | −172−2.5% | Reduced |
| Cetera Advisors LLC | 6,714 | $629.5K | 0.01% | +1,448+27.5% | Added |
| Peapack Gladstone Financial Corp | 6,698 | $628.0K | 0.01% | −1,264−15.9% | Reduced |
| Capital Asset Advisory Services LLC | 6,420 | $626.0K | 0.05% | −2,562−28.5% | Reduced |
| Park Avenue Securities LLC | 6,682 | $626.0K | 0.01% | −716−9.7% | Reduced |
| Rockland Trust Co | 6,626 | $621.0K | 0.04% | −237−3.5% | Reduced |
| Seeyond | 6,607 | $619.5K | 0.06% | −24,635−78.9% | Reduced |
| Lantz Financial LLC | 6,607 | $619.5K | 0.28% | −750−10.2% | Reduced |
| AlphaStar Capital Management, LLC | 6,601 | $618.9K | 0.06% | +540+8.9% | Added |
| Tradewinds, LLC. | 3,944 | $618.8K | 0.65% | +3,944 | New |
| Old Second National Bank of Aurora | 6,596 | $618.4K | 0.18% | +918+16.2% | Added |
| Apollon Wealth Management, LLC | 6,583 | $617.2K | 0.04% | −3,224−32.9% | Reduced |
| Geneos Wealth Management Inc. | 6,577 | $616.7K | 0.04% | +633+10.6% | Added |
| Bridgefront Capital, LLC | 6,553 | $614.4K | 0.43% | −2,396−26.8% | Reduced |
| FIL Ltd | 6,541 | $613.3K | 0.00% | −213−3.2% | Reduced |
| Metis Global Partners, LLC | 6,535 | $612.7K | 0.05% | +1,852+39.5% | Added |
| Integrated Advisors Network LLC | 6,531 | $612.3K | 0.04% | +30.0% | Added |
| City State Bank | 6,522 | $612.0K | 0.38% | +100+1.6% | Added |
| Johnson Financial Group, Inc. | 6,476 | $607.2K | 0.05% | −206−3.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 6,476 | $607.2K | 0.02% | −100−1.5% | Reduced |
| MPS Loria Financial Planners, LLC | 6,450 | $604.7K | 0.27% | +24+0.4% | Added |
| Ti-Trust, Inc | 6,430 | $602.9K | 0.57% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,403 | $600.3K | 0.08% | −89−1.4% | Reduced |
| Boston Private Wealth LLC | 6,261 | $587.0K | 0.01% | −93−1.5% | Reduced |
| Coastline Trust Co | 6,256 | $586.6K | 0.09% | −160−2.5% | Reduced |
| Northern Oak Wealth Management Inc | 6,188 | $580.2K | 0.08% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,160 | $577.6K | 0.02% | −356−5.5% | Reduced |
| Waratah Capital Advisors Ltd. | 6,156 | $577.2K | 0.04% | −5,171−45.7% | Reduced |
| Sigma Planning Corp | 6,139 | $575.6K | 0.02% | +134+2.2% | Added |
| Moors & Cabot, Inc. | 6,082 | $570.3K | 0.04% | +149+2.5% | Added |
| Eqis Capital Management, Inc. | 6,079 | $570.0K | 0.06% | −388−6.0% | Reduced |
| Stevens Capital Management LP | 6,037 | $566.0K | 0.36% | +6,037 | New |
| Vantage Financial Partners, LLC | 6,006 | $563.2K | 0.34% | +17+0.3% | Added |
| Bridges Investment Management Inc | 6,000 | $562.6K | 0.02% | 00.0% | Unchanged |
| Drake & Associates, LLC | 5,971 | $559.8K | 0.30% | +9+0.2% | Added |
| Kula Investments, LLC | 5,945 | $557.4K | 0.20% | +5,945 | New |
| Chicago Capital, LLC | 5,885 | $551.7K | 0.03% | −80−1.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 5,872 | $551.0K | 0.24% | −403−6.4% | Reduced |
| Banque Cantonale Vaudoise | 5,823 | $546.0K | 0.03% | −7,000−54.6% | Reduced |
| Horizon Investments, LLC | 5,810 | $545.0K | 0.02% | −2,152−27.0% | Reduced |
| Krane Funds Advisors LLC | 5,782 | $542.0K | 0.02% | +5,782 | New |
| Mather Group, LLC. | 5,747 | $538.8K | 0.01% | −1,667−22.5% | Reduced |
| West Family Investments, Inc. | 5,736 | $537.8K | 0.18% | +1,067+22.9% | Added |
| Clearstead Advisors, LLC | 5,705 | $534.9K | 0.04% | +856+17.7% | Added |
| Great Valley Advisor Group, Inc. | 5,650 | $529.8K | 0.03% | +43+0.8% | Added |
| HBK Sorce Advisory LLC | 5,618 | $527.0K | 0.01% | +2,813+100.3% | Added |
| McDonald Partners LLC | 5,586 | $523.8K | 0.18% | −89−1.6% | Reduced |
| Courier Capital LLC | 5,570 | $522.2K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 5,556 | $520.9K | 0.17% | −16−0.3% | Reduced |
| Front Barnett Associates LLC | 5,551 | $520.0K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,468 | $512.6K | 0.12% | +357+7.0% | Added |
| LVZ Advisors, Inc. | 5,428 | $508.9K | 0.08% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,413 | $508.0K | 0.10% | +256+5.0% | Added |
| Greenfield Savings Bank | 5,379 | $504.3K | 0.33% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,320 | $498.8K | 0.01% | +40+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 5,310 | $497.9K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,305 | $497.4K | 0.05% | −20.0% | Reduced |
| Chesley Taft & Associates LLC | 5,280 | $495.1K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,202 | $493.0K | 0.01% | +59+1.1% | Added |
| SPC Financial, Inc. | 5,250 | $492.2K | 0.06% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,251 | $492.0K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 5,232 | $490.5K | 0.05% | +15+0.3% | Added |
| Moody Lynn & Lieberson, LLC | 5,188 | $486.0K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,177 | $485.4K | 0.01% | −5,277−50.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,121 | $480.2K | 0.01% | +920+21.9% | Added |
| CenterStar Asset Management, LLC | – | $477.0K | 0.89% | – | – |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $476.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Securities LLC | 5,050 | $473.0K | 0.21% | +5,050 | New |
| Becker Capital Management Inc | 5,037 | $472.3K | 0.02% | +900+21.8% | Added |
| WFA Asset Management Corp | 4,999 | $468.7K | 0.31% | +1,582+46.3% | Added |
| Hudock, Inc. | 4,922 | $461.6K | 0.16% | +17+0.3% | Added |
| Winton Group Ltd | 4,913 | $460.6K | 0.03% | −21,409−81.3% | Reduced |
| Mission Wealth Management, LP | 4,896 | $459.1K | 0.02% | +113+2.4% | Added |
| Buckley Wealth Management, LLC | 4,896 | $459.0K | 0.17% | +76+1.6% | Added |
| Alpha Cubed Investments, LLC | 4,886 | $458.1K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 4,882 | $458.0K | 0.02% | −5,010−50.6% | Reduced |
| Plancorp, LLC | 4,883 | $457.8K | 0.03% | −1,666−25.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,877 | $457.3K | 0.00% | +4,877 | New |
| Advisors Capital Management, LLC | 4,877 | $457.0K | 0.01% | +78+1.6% | Added |
| Sawtooth Solutions, LLC | 4,863 | $455.9K | 0.06% | −947−16.3% | Reduced |
| Appleton Partners Inc | 4,857 | $455.0K | 0.04% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,827 | $452.6K | 0.06% | −61−1.2% | Reduced |
| Mill Capital Management, LLC | 4,824 | $452.3K | 0.05% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 4,792 | $449.3K | 1.35% | +4,792 | New |
| Tokio Marine Asset Management Co Ltd | 4,785 | $448.6K | 0.03% | −1,538−24.3% | Reduced |
| Wealth Architects, LLC | 4,764 | $446.7K | 0.08% | −156−3.2% | Reduced |
| Planning Center, Inc. | 4,750 | $445.4K | 0.14% | +1,360+40.1% | Added |
| Aviva PLC | 4,736 | $444.0K | 0.00% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,732 | $443.7K | 0.09% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,709 | $441.5K | 0.02% | +317+7.2% | Added |
| Smith, Moore & Co. | 4,690 | $439.8K | 0.06% | −399−7.8% | Reduced |
| Forum Financial Management, LP | 4,661 | $437.0K | 0.01% | 00.0% | Unchanged |