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 |
|---|---|---|---|---|---|
| StrongBox Wealth, LLC | 2,387 | $223.8K | 0.16% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 2,378 | $223.0K | 0.04% | +2,378 | New |
| Hilltop Partners LLC | 2,377 | $222.9K | 0.12% | +2,377 | New |
| Money Concepts Capital Corp | 2,370 | $222.2K | 0.01% | +1,965+485.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $222.2K | 0.04% | 00.0% | Unchanged |
| Meritage Group LP | 2,367 | $222.0K | 0.01% | +2,367 | New |
| StrategIQ Financial Group, LLC | 2,364 | $221.6K | 0.03% | −90−3.7% | Reduced |
| Well Done, LLC | 2,360 | $221.0K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,350 | $220.3K | 0.07% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,240 | $220.0K | 0.04% | +2,240 | New |
| Hamilton Capital, LLC | 2,337 | $219.1K | 0.01% | +2,337 | New |
| Addison Advisors LLC | 2,330 | $218.5K | 0.13% | 00.0% | Unchanged |
| Change Path, LLC | 2,325 | $218.0K | 0.01% | +2,325 | New |
| FourThought Financial Partners, LLC | 2,303 | $216.0K | 0.03% | +2,303 | New |
| Park National Corp | 2,286 | $214.3K | 0.01% | −1,800−44.1% | Reduced |
| EP Wealth Advisors, LLC | 2,278 | $213.6K | 0.00% | +2,278 | New |
| Osborne Partners Capital Management, LLC | 2,277 | $213.5K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,266 | $212.5K | 0.04% | −2,001−46.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,261 | $212.0K | 0.04% | +2,261 | New |
| Perkins Coie Trust Co | 2,257 | $211.6K | 0.07% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,225 | $211.4K | 0.11% | +2,225 | New |
| Virginia Wealth Management Group, Inc. | 2,255 | $211.4K | 0.15% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 2,246 | $210.6K | 0.05% | −67−2.9% | Reduced |
| CFM Wealth Partners LLC | 2,245 | $210.5K | 0.06% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,240 | $210.0K | 0.05% | −45−2.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,222 | $208.3K | 0.06% | +2,222 | New |
| TSFG, LLC | 2,221 | $208.0K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,208 | $207.0K | 0.05% | +2,208 | New |
| CWA Asset Management Group, LLC | 2,206 | $206.8K | 0.02% | −244−10.0% | Reduced |
| Denali Advisors LLC | 2,200 | $206.3K | 0.09% | +100+4.8% | Added |
| Capital Management Corp | 2,200 | $206.3K | 0.05% | +2,200 | New |
| Whittier Trust Co | 2,194 | $205.7K | 0.00% | +1,031+88.7% | Added |
| Eudaimonia Partners, LLC | 2,190 | $205.3K | 0.05% | +2,190 | New |
| Tower Bridge Advisors | 2,185 | $204.9K | 0.02% | +2,185 | New |
| Robertson Stephens Wealth Management, LLC | 2,171 | $203.6K | 0.02% | +2,171 | New |
| Pekin Hardy Strauss, Inc. | 2,169 | $203.4K | 0.03% | +2,169 | New |
| Zeke Capital Advisors, LLC | 2,167 | $203.2K | 0.01% | −269−11.0% | Reduced |
| Ingalls & Snyder LLC | 2,164 | $203.0K | 0.01% | −85−3.8% | Reduced |
| Thompson Investment Management, Inc. | 2,169 | $203.0K | 0.04% | +2,169 | New |
| Tyler-Stone Wealth Management | 2,155 | $202.0K | 0.14% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,154 | $202.0K | 0.03% | +2,154 | New |
| Bowman & Co S.C. | 2,154 | $201.9K | 0.16% | +2,154 | New |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $201.6K | 0.15% | +2,150 | New |
| Motco | 2,143 | $200.9K | 0.01% | −43,359−95.3% | Reduced |
| Capstone Investment Advisors, LLC | 2,125 | $199.2K | 0.01% | +2,125 | New |
| Cary Street Partner Investment Advisory LLC | 2,071 | $194.2K | 0.01% | +2,071 | New |
| Sentry Investment Management LLC | 2,072 | $194.0K | 0.09% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,962 | $183.9K | 0.04% | +15+0.8% | Added |
| Concord Wealth Partners | 1,801 | $168.9K | 0.05% | +1,801 | New |
| TCTC Holdings, LLC | 1,713 | $160.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $160.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,709 | $160.0K | 0.00% | +138+8.8% | Added |
| Virtus Investment Advisers, Inc. | 1,697 | $159.1K | 0.11% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $156.6K | 0.07% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,633 | $153.0K | 0.04% | +1,633 | New |
| Bray Capital Advisors | 1,592 | $149.3K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,549 | $145.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,545 | $144.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,505 | $141.0K | 0.01% | +273+22.2% | Added |
| Red Tortoise LLC | 1,500 | $140.6K | 0.10% | +1,500 | New |
| Vestor Capital, LLC | 1,452 | $136.0K | 0.02% | +252+21.0% | Added |
| Laffer Tengler Investments | 1,424 | $133.5K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $129.0K | 0.00% | −10,046−87.9% | Reduced |
| Hexagon Capital Partners LLC | 1,338 | $125.5K | 0.04% | −109−7.5% | Reduced |
| Financial Perspectives, Inc | 1,338 | $125.5K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,244 | $116.6K | 0.02% | +20+1.6% | Added |
| Gyon Technologies Capital Management, LP | 1,234 | $115.7K | 0.04% | +1,234 | New |
| Massmutual Trust Co FSB | 1,215 | $114.0K | 0.00% | +1,030+556.8% | Added |
| South State Corp. | 1,209 | $113.4K | 0.01% | −232−16.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,168 | $109.5K | 0.05% | +1,168 | New |
| Quent Capital, LLC | 1,131 | $106.1K | 0.02% | +318+39.1% | Added |
| Farther Finance Advisors, LLC | 1,130 | $105.9K | 0.04% | +1,130 | New |
| Column Capital Advisors, LLC | 1,101 | $103.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,077 | $101.0K | 0.01% | +12+1.1% | Added |
| Stonebridge Capital Advisors LLC | 1,059 | $99.3K | 0.01% | +114+12.1% | Added |
| Intelligent Financial Strategies | 1,059 | $99.2K | 0.08% | +1,059 | New |
| Alta Advisers Ltd | 1,000 | $94.0K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $93.8K | 0.03% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 984 | $92.3K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $92.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16,463 | $86.5K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 894 | $83.8K | 0.05% | +894 | New |
| Rosenberg Matthew Hamilton | 883 | $82.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 871 | $82.0K | 0.01% | −120−12.1% | Reduced |
| Boit C F David | 867 | $81.3K | 0.06% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 859 | $80.5K | 0.05% | +85+11.0% | Added |
| Prestige Wealth Management Group LLC | 803 | $75.3K | 0.02% | +27+3.5% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $75.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 770 | $72.2K | 0.01% | +770 | New |
| Mendota Financial Group, LLC | 764 | $71.6K | 0.09% | +764 | New |
| Independence Bank of Kentucky | 756 | $71.0K | 0.03% | 00.0% | Unchanged |
| General Partner, Inc. | 730 | $68.4K | 0.06% | +730 | New |
| First Horizon Advisors, Inc. | 717 | $67.2K | 0.00% | −18−2.4% | Reduced |
| Colonial Trust Co | 713 | $66.9K | 0.02% | +713 | New |
| High Net Worth Advisory Group LLC | 687 | $64.4K | 0.03% | +1+0.1% | Added |
| BerganKDV Wealth Management, LLC | 683 | $64.0K | 0.01% | −185−21.3% | Reduced |
| Operose Advisors LLC | 681 | $63.9K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $60.9K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 645 | $60.5K | 0.00% | +645 | New |
| EverSource Wealth Advisors, LLC | 615 | $57.7K | 0.01% | +151+32.5% | Added |