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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, Q1 2021

Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2021. 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
929
No complete 13F data for Q4 2020
Shares held
233.6M
No complete 13F data for Q4 2020
Total value
$21.8B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 929 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ1 2021: $21.8B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding WEC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp5$00.00%––
Disciplined Investments, LLC5$00.00%––
American National Bank8$1.00K0.00%––
Cranbrook Wealth Management, LLC15$1.00K0.00%––
Financial Perspectives, Inc125,223$1.34K0.07%––
Glen Eagle Advisors, LLC17$1.59K0.00%––
Arlington Partners LLC21$2.00K0.00%––
Westside Investment Management, Inc.22$2.00K0.00%––
Carmichael Hill & Associates, Inc.26$2.00K0.00%––
Standard Family Office LLC25$2.00K0.00%––
Logan Capital Management Inc33$3.00K0.00%––
Horan Securities, Inc.29$3.00K0.00%––
CenterStar Asset Management, LLC–$3.00K0.00%––
Global Retirement Partners, LLC32$3.00K0.00%––
Selective Wealth Management, Inc.31$3.00K0.00%––
True Link Financial Advisors, LLC27$3.00K0.00%––
Raffa Wealth Management, LLC40$3.74K0.00%––
JJJ Advisors Inc.47$4.00K0.00%––
Institutional & Family Asset Management, LLC44$4.00K0.00%––
Evoke Wealth, LLC39$4.00K0.00%––
Lumature Wealth Partners, LLC43$4.00K0.00%––
Plante Moran Financial Advisors, LLC58$5.00K0.00%––
Aua Capital Management, LLC49$5.00K0.00%––
Costello Asset Management, INC50$5.00K0.00%––
Resolute Partners Group102$5.00K0.00%––
Concord Wealth Partners53$5.00K0.00%––
Atlas Private Wealth Advisors54$5.00K0.00%––
Wolff Wiese Magana LLC49$5.00K0.00%––
Creative Financial Designs Inc69$6.00K0.00%––
Asset Dedication, LLC67$6.00K0.00%––
Wealthcare Capital Management LLC60$6.00K0.00%––
McIlrath & Eck, LLC61$6.00K0.00%––
Evolution Wealth Advisors, LLC60$6.00K0.00%––
Key Financial Inc61$6.00K0.00%––
Rockbridge Investment Management, LCC69$6.00K0.00%––
Kelly Financial Services LLC65$6.08K0.00%––
Thomas J. Herzfeld Advisors, Inc.71$7.00K0.00%––
Cordasco Financial Network80$7.00K0.01%––
Pacitti Group Inc.79$7.00K0.00%––
Solstein Capital, LLC82$8.00K0.01%––
Cutler Group LP100$9.00K0.00%––
FormulaFolio Investments, LLC93$9.00K0.00%––
Fieldpoint Private Securities, LLC95$9.00K0.00%––
Vectors Research Management, LLC100$9.00K0.00%––
Princeton Global Asset Management LLC100$9.00K0.00%––
HighMark Wealth Management LLC100$9.00K0.01%––
Capital Advisory Group Advisory Services, LLC100$9.00K0.00%––
ShoreHaven Wealth Partners, LLC91$9.00K0.00%––
Brown Brothers Harriman & Co110$10.0K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC107$10.0K0.00%––
WealthShield Partners, LLC111$10.0K0.00%––
Arkadios Wealth Advisors116$10.0K0.00%––
Sterling Financial Planning, Inc.112$10.0K0.01%––
Better Money Decisions, LLC105$10.0K0.01%––
Archer Investment Corp108$10.1K0.00%––
Financial Management Professionals, Inc.122$11.0K0.00%––
MV Capital Management, Inc.119$11.0K0.00%––
Tfo-TDC, LLC116$11.0K0.00%––
Larson Financial Group LLC119$11.0K0.00%––
Savior LLC114$11.0K0.01%––
Baldwin Brothers Inc125$12.0K0.00%––
Bedel Financial Consulting, Inc.130$12.0K0.00%––
Coastal Capital Group, Inc.125$12.0K0.00%––
Vigilant Capital Management, LLC134$13.0K0.00%––
Jackson, Grant Investment Advisers, Inc.139$13.0K0.01%––
Valeo Financial Advisors, LLC139$13.0K0.00%––
First Manhattan Co150$14.0K0.00%––
Pinnacle Financial Partners Inc164$15.0K0.00%––
Copeland Capital Management, LLC165$15.0K0.00%––
Syverson Strege & Co165$15.0K0.02%––
Fiduciary Planning LLC159$15.0K0.02%––
Northwest Investment Counselors, LLC166$16.0K0.00%––
Tradewinds Capital Management, LLC170$16.0K0.00%––
Professional Financial Advisors, LLC176$16.0K0.01%––
Sterling Investment Advisors, Ltd.186$17.0K0.01%––
Sun Life Financial INC189$18.0K0.00%––
TCI Wealth Advisors, Inc.189$18.0K0.01%––
First Horizon Corp207$19.0K0.00%––
Washington Trust Co200$19.0K0.00%––
Highlander Capital Management, LLC200$19.0K0.01%––
Paradigm, Strategies in Wealth Management, LLC205$19.0K0.02%––
Allred Capital Management, LLC213$20.0K0.01%––
Zions Bancorporation, N.A.216$20.0K0.00%––
Jacobi Capital Management LLC209$20.0K0.00%––
Bogart Wealth, LLC216$20.0K0.00%––
Hoover Financial Advisors, Inc.203$20.0K0.00%––
NVWM, LLC225$21.0K0.01%––
Central Bank & Trust Co250$23.0K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$23.4K0.03%––
Parallax Volatility Advisers, L.P.256$24.0K0.00%––
Certified Advisory Corp264$25.0K0.01%––
Phoenix Wealth Advisors272$25.0K0.02%––
Graves-Light Private Wealth Management, Inc.279$26.0K0.00%––
RWM Asset Management, LLC275$26.0K0.01%––
Silvant Capital Management LLC290$27.0K0.00%––
Prentice Wealth Management LLC289$27.0K0.02%––
Glassman Wealth Services312$29.0K0.01%––
First Personal Financial Services320$30.0K0.01%––
Peoples Financial Services Corp.326$31.0K0.01%––
Webster Bank, N. A.332$31.0K0.00%––