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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 3,280 | $307.5K | 0.07% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,279 | $307.4K | 0.20% | +87+2.7% | Added |
| Oak Thistle LLC | 3,266 | $306.2K | 0.66% | +252+8.4% | Added |
| D L Carlson Investment Group Inc | 3,255 | $305.0K | 0.07% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $304.7K | 0.21% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,246 | $304.3K | 0.04% | +3,246 | New |
| Virtu Financial LLC | 3,229 | $303.0K | 0.04% | +3,229 | New |
| AdvisorNet Financial, Inc | 3,230 | $302.8K | 0.03% | −1,045−24.4% | Reduced |
| LGT Financial Advisors LLC | 3,222 | $302.1K | 0.36% | +3,222 | New |
| Bailard, Inc. | 3,203 | $300.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,201 | $300.2K | 0.01% | −378−10.6% | Reduced |
| Beacon Investment Advisors LLC | 3,194 | $299.6K | 0.25% | +3,194 | New |
| Pitcairn Co | 3,189 | $299.0K | 0.03% | +34+1.1% | Added |
| Haverford Trust Co | 3,180 | $298.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,170 | $297.2K | 0.01% | +660+26.3% | Added |
| Moody National Bank Trust Division | 3,168 | $297.0K | 0.03% | −265−7.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,125 | $293.0K | 0.02% | +725+30.2% | Added |
| Parkside Financial Bank & Trust | 3,088 | $289.5K | 0.08% | −23−0.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,060 | $287.0K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 3,057 | $286.6K | 0.23% | +3,057 | New |
| Buckingham Strategic Wealth, LLC | 3,049 | $285.8K | 0.01% | −204−6.3% | Reduced |
| Keystone Financial Group | 3,045 | $285.5K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,030 | $284.1K | 0.09% | 00.0% | Unchanged |
| First Interstate Bank | 3,004 | $282.0K | 0.02% | −75−2.4% | Reduced |
| Coldstream Capital Management Inc | 3,004 | $281.6K | 0.01% | +3,004 | New |
| Sutton Wealth Advisors Inc. | 3,002 | $281.5K | 0.11% | −23−0.8% | Reduced |
| Connectus Wealth, LLC | 2,988 | $280.0K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,993 | $280.0K | 0.05% | +100+3.5% | Added |
| Capital Investment Services of America, Inc. | 2,981 | $279.5K | 0.04% | +195+7.0% | Added |
| Strategy Asset Managers LLC | 2,971 | $279.0K | 0.07% | +62+2.1% | Added |
| Strategic Blueprint, LLC | 2,958 | $277.3K | 0.03% | −143−4.6% | Reduced |
| Woodward Diversified Capital, LLC | 2,947 | $276.3K | 0.22% | −2,683−47.7% | Reduced |
| Centennial Wealth Advisory LLC | 2,946 | $276.2K | 0.15% | +702+31.3% | Added |
| Compass Financial Group, INC | 2,938 | $275.0K | 0.10% | +2,938 | New |
| Mark Stevens | 2,912 | $274.0K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 2,920 | $273.8K | 0.01% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 2,918 | $273.6K | 0.05% | +2,918 | New |
| Financial Counselors Inc | 2,915 | $273.0K | 0.01% | +2,915 | New |
| Umb Bank N A | 2,887 | $270.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,879 | $269.9K | 0.00% | +2,879 | New |
| Carlson Capital Management | 2,853 | $267.5K | 0.02% | −20−0.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,853 | $267.5K | 0.14% | +10+0.4% | Added |
| Avidian Wealth Solutions, LLC | 2,847 | $267.0K | 0.02% | −14−0.5% | Reduced |
| Providence Wealth Advisors, LLC | 2,881 | $266.3K | 0.20% | +8+0.3% | Added |
| BLB&B Advisors, LLC | 2,836 | $265.9K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,833 | $265.6K | 0.06% | +262+10.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $265.3K | 0.03% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $265.3K | 0.14% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,826 | $265.0K | 0.02% | −255−8.3% | Reduced |
| Quadrant Capital Group LLC | 2,814 | $263.8K | 0.03% | −991−26.0% | Reduced |
| Regal Investment Advisors LLC | 2,795 | $262.1K | 0.03% | −563−16.8% | Reduced |
| Axiom Financial Strategies, LLC | 2,791 | $261.7K | 0.16% | +434+18.4% | Added |
| Principle Wealth Partners LLC | 2,770 | $259.7K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 2,763 | $259.1K | 0.01% | −18−0.6% | Reduced |
| Vaughan David Investments LLC | 2,763 | $259.0K | 0.01% | −240−8.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,759 | $258.7K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 2,753 | $258.1K | 0.02% | −46−1.6% | Reduced |
| First Command Bank | 2,706 | $254.0K | 0.03% | −46−1.7% | Reduced |
| First Command Financial Services, Inc. | 2,706 | $254.0K | 0.03% | −46−1.7% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $253.2K | 0.05% | −100−3.6% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $253.2K | 0.06% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $253.2K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,692 | $252.4K | 0.05% | −44−1.6% | Reduced |
| IFG Advisors, LLC | 2,670 | $250.3K | 0.11% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,664 | $249.7K | 0.05% | +3+0.1% | Added |
| MBE Wealth Management, LLC | 2,662 | $249.6K | 0.16% | −487−15.5% | Reduced |
| SkyOak Wealth, LLC | 2,658 | $249.2K | 0.08% | 00.0% | Unchanged |
| Intrua Financial, LLC | 2,705 | $248.3K | 0.06% | +2,705 | New |
| Siemens Fonds Invest GmbH | 2,648 | $248.3K | 0.02% | −424−13.8% | Reduced |
| MJP Associates Inc | 2,646 | $248.1K | 0.07% | −52−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 2,637 | $247.2K | 0.02% | +240+10.0% | Added |
| Argent Trust Co | 2,636 | $247.2K | 0.02% | −224−7.8% | Reduced |
| Global Retirement Partners, LLC | 2,634 | $246.9K | 0.02% | +16+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $246.4K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,633 | $246.0K | 0.10% | +2,633 | New |
| Utah Peaks Capital Inc | 2,622 | $245.8K | 0.47% | +2,622 | New |
| Johnson Midwest Financial, LLC | 2,617 | $245.0K | 0.90% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 7,663 | $244.5K | 0.00% | +4,379+133.3% | Added |
| Independent Financial Group, LLC | 2,604 | $244.2K | 0.02% | +2,604 | New |
| Boenning & Scattergood, Inc. | 2,443 | $244.0K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,597 | $243.5K | 0.01% | −54−2.0% | Reduced |
| Phillips Wealth Planners LLC | 2,597 | $241.7K | 0.42% | +2,597 | New |
| YorkBridge Wealth Partners, LLC | 2,565 | $240.5K | 0.06% | −48−1.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,560 | $240.0K | 0.09% | +3+0.1% | Added |
| Waters Parkerson & Co., LLC | 2,544 | $239.0K | 0.01% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,542 | $238.3K | 0.02% | −130−4.9% | Reduced |
| Isthmus Partners, LLC | 2,529 | $237.1K | 0.04% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,515 | $235.8K | 0.18% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,509 | $235.2K | 0.03% | −83−3.2% | Reduced |
| Fulton Bank, N.A. | 2,508 | $235.0K | 0.01% | −207−7.6% | Reduced |
| Gladstone Institutional Advisory LLC | 2,500 | $234.4K | 0.02% | +186+8.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,496 | $234.0K | 0.16% | −130−5.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 2,490 | $233.5K | 0.06% | −41−1.6% | Reduced |
| Busey Wealth Management | 2,486 | $233.1K | 0.01% | +49+2.0% | Added |
| Integris Wealth Management, LLC | 2,477 | $232.2K | 0.09% | +2,477 | New |
| LCNB Corp | 2,471 | $231.7K | 0.11% | +78+3.3% | Added |
| Executive Wealth Management, LLC | 2,460 | $230.6K | 0.03% | +2,241+1,023.3% | Added |
| Carnegie Capital Asset Management, LLC | 2,434 | $228.2K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 2,429 | $227.7K | 0.00% | +35+1.5% | Added |
| Tompkins Financial Corp | 2,386 | $224.0K | 0.04% | −329−12.1% | Reduced |