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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 4,629 | $434.0K | 0.04% | −1,844−28.5% | Reduced |
| Main Street Financial Solutions, LLC | 4,608 | $433.2K | 0.07% | +741+19.2% | Added |
| Bank Ozk | 4,612 | $432.4K | 0.21% | −400−8.0% | Reduced |
| Douglass Winthrop Advisors, LLC | 4,601 | $431.0K | 0.01% | −10.0% | Reduced |
| Ascent Group, LLC | 4,589 | $430.3K | 0.05% | −2,746−37.4% | Reduced |
| OneAscent Financial Services LLC | 4,536 | $425.0K | 0.18% | +1,082+31.3% | Added |
| Smithfield Trust Co | 4,505 | $423.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,502 | $422.1K | 0.03% | +411+10.0% | Added |
| Northstar Asset Management Inc | 4,500 | $421.9K | 0.14% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $421.9K | 0.49% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $419.6K | 0.67% | 00.0% | Unchanged |
| Wintrust Investments LLC | 4,465 | $419.0K | 0.05% | +576+14.8% | Added |
| PAX Financial Group, LLC | 4,461 | $418.2K | 0.11% | −450−9.2% | Reduced |
| Citizens Financial Group Inc | 4,450 | $417.2K | 0.02% | +100+2.3% | Added |
| ZWJ Investment Counsel Inc | 4,438 | $416.1K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,379 | $411.1K | 0.14% | +4,379 | New |
| Atlantic Trust, LLC | 4,363 | $409.0K | 0.14% | +788+22.0% | Added |
| Mairs & Power Inc | 4,356 | $408.4K | 0.00% | +212+5.1% | Added |
| Prime Capital Investment Advisors, LLC | 4,349 | $407.8K | 0.02% | +4,349 | New |
| Virtue Capital Management, LLC | 4,328 | $405.8K | 0.06% | +4,328 | New |
| Csenge Advisory Group | 4,311 | $404.2K | 0.03% | +10.0% | Added |
| Carl P. Sherr & Co., LLC | 4,305 | $403.6K | 0.31% | 00.0% | Unchanged |
| First Affirmative Financial Network | 4,293 | $402.6K | 0.49% | −45−1.0% | Reduced |
| Tarbox Family Office, Inc. | 4,281 | $401.4K | 0.09% | −20.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,279 | $401.2K | 0.05% | −1,150−21.2% | Reduced |
| Virtus ETF Advisers LLC | 4,275 | $400.8K | 0.21% | −12,164−74.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,259 | $399.0K | 0.03% | −205−4.6% | Reduced |
| International Assets Investment Management, LLC | 4,254 | $398.8K | 0.04% | +1,132+36.3% | Added |
| Private Trust Co NA | 4,248 | $398.0K | 0.06% | +17+0.4% | Added |
| Ziegler Capital Management, LLC | 4,239 | $397.4K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,218 | $395.5K | 0.01% | −1,232−22.6% | Reduced |
| 1st Source Bank | 4,202 | $394.0K | 0.03% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,201 | $393.9K | 0.11% | +4,201 | New |
| Brandywine Oak Private Wealth LLC | 4,171 | $391.1K | 0.05% | −407−8.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,156 | $389.7K | 0.21% | −3−0.1% | Reduced |
| Two Sigma Securities, LLC | 4,150 | $389.1K | 0.06% | +278+7.2% | Added |
| Hanson & Doremus Investment Management | 4,119 | $386.0K | 0.08% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,085 | $383.0K | 0.28% | −180−4.2% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $381.5K | 0.16% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 4,063 | $381.0K | 0.02% | −1,050−20.5% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $381.0K | 0.03% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 4,031 | $378.0K | 0.07% | +4,031 | New |
| Bradley Foster & Sargent Inc | 4,016 | $376.5K | 0.01% | −450−10.1% | Reduced |
| WSFS Capital Management, LLC | 4,003 | $375.3K | 0.04% | +4,003 | New |
| Focus Financial Network, Inc. | 3,976 | $372.8K | 0.03% | +10+0.3% | Added |
| IHT Wealth Management, LLC | 3,968 | $372.0K | 0.02% | −534−11.9% | Reduced |
| Scissortail Wealth Management, LLC | 3,990 | $372.0K | 0.22% | +3,990 | New |
| Toroso Investments, LLC | 3,953 | $371.0K | 0.01% | −1,247−24.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,967 | $368.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,870 | $363.0K | 0.11% | −48−1.2% | Reduced |
| Cigna Investments Inc | 3,864 | $362.0K | 0.08% | +10.0% | Added |
| Merit Financial Group, LLC | 3,853 | $361.3K | 0.01% | +1,360+54.6% | Added |
| Gradient Investments LLC | 3,840 | $360.0K | 0.01% | +11+0.3% | Added |
| Boothbay Fund Management, LLC | 3,837 | $359.8K | 0.01% | −2,462−39.1% | Reduced |
| Midwest Professional Planners, LTD. | 3,832 | $359.3K | 0.20% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,713 | $359.1K | 0.13% | −1,277−25.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,259 | $358.5K | 0.04% | +1,063+33.3% | Added |
| Checchi Capital Advisers, LLC | 3,816 | $357.8K | 0.04% | +319+9.1% | Added |
| WealthTrust Axiom LLC | 3,816 | $357.8K | 0.12% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 3,807 | $356.9K | 0.22% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,790 | $355.0K | 0.18% | +3,790 | New |
| Capital Advisors Inc | 3,739 | $350.6K | 0.01% | +111+3.1% | Added |
| Brady Family Wealth, LLC | 3,734 | $350.1K | 0.14% | +3,734 | New |
| John G Ullman & Associates Inc | 3,711 | $348.0K | 0.06% | +29+0.8% | Added |
| Values First Advisors, Inc. | 3,653 | $342.5K | 0.24% | +705+23.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 3,650 | $342.0K | 0.07% | 00.0% | Unchanged |
| Lincoln National Corp | 3,630 | $340.4K | 0.01% | +198+5.8% | Added |
| Centennial Bank | 3,625 | $339.9K | 0.19% | +3,625 | New |
| First Heartland Consultants, Inc. | 3,606 | $338.2K | 0.05% | −75−2.0% | Reduced |
| IAG Wealth Partners, LLC | 3,606 | $338.1K | 0.10% | +1,574+77.5% | Added |
| World Equity Group, Inc. | 3,601 | $337.6K | 0.08% | 00.0% | Unchanged |
| Premier Asset Management LLC | 3,598 | $337.3K | 0.42% | +79+2.2% | Added |
| OneAscent Wealth Management LLC | 3,584 | $336.0K | 0.16% | +898+33.4% | Added |
| HB Wealth Management, LLC | 3,560 | $333.8K | 0.01% | +585+19.7% | Added |
| Simmons Bank | 3,558 | $333.6K | 0.03% | −265−6.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,542 | $332.1K | 0.01% | +42+1.2% | Added |
| Clarius Group, LLC | 3,538 | $332.0K | 0.03% | +469+15.3% | Added |
| Financial Advocates Investment Management | 3,522 | $330.3K | 0.02% | −20−0.6% | Reduced |
| Ascension Asset Management LLC | 3,500 | $328.2K | 0.24% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,491 | $327.3K | 0.17% | −2,887−45.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,474 | $325.7K | 0.08% | +440+14.5% | Added |
| Blue Chip Partners, Inc. | 3,450 | $323.4K | 0.04% | +226+7.0% | Added |
| Schechter Investment Advisors, LLC | 3,444 | $322.9K | 0.03% | −246−6.7% | Reduced |
| Sandy Spring Bank | 3,444 | $322.9K | 0.02% | −155−4.3% | Reduced |
| Successful Portfolios LLC | 3,426 | $321.0K | 0.21% | −3−0.1% | Reduced |
| Zions Bancorporation, N.A. | 3,406 | $319.3K | 0.03% | −61−1.8% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 3,393 | $318.0K | 0.37% | −19−0.6% | Reduced |
| Gilbert & Cook, Inc. | 3,385 | $317.4K | 0.06% | −3,520−51.0% | Reduced |
| Crewe Advisors LLC | 3,376 | $316.6K | 0.05% | −89−2.6% | Reduced |
| Shorepoint Capital Partners LLC | 3,358 | $315.0K | 0.09% | +3,358 | New |
| Rehmann Capital Advisory Group | 3,339 | $313.1K | 0.03% | +40+1.2% | Added |
| Summit Asset Management, LLC | 3,335 | $312.7K | 0.09% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,333 | $312.5K | 0.08% | +720+27.6% | Added |
| Paragon Private Wealth Management, LLC | 3,333 | $312.5K | 0.28% | +3,333 | New |
| Peoples Bank | 3,329 | $312.1K | 0.20% | +3,329 | New |
| Bank of Stockton | 3,332 | $312.0K | 0.11% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 3,309 | $310.3K | 0.07% | +2+0.1% | Added |
| Proequities, Inc. | 3,298 | $309.2K | 0.03% | −1,457−30.6% | Reduced |
| Alpha Paradigm Partners, LLC | 3,286 | $308.0K | 0.13% | −926−22.0% | Reduced |
| Centre Asset Management, LLC | 3,285 | $308.0K | 0.08% | −69−2.1% | Reduced |