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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
CSat Investment Advisory, L.P.332$31.0K0.03%––
FinTrust Capital Advisors, LLC329$31.0K0.01%––
Cowa, LLC334$31.0K0.02%––
Valley National Advisers Inc338$32.0K0.01%––
Trust Co338$32.0K0.02%––
Wealthcare Advisory Partners LLC339$32.0K0.00%––
Versant Capital Management, Inc341$32.0K0.01%––
Sound Income Strategies, LLC361$33.8K0.01%––
Reilly Financial Advisors, LLC375$35.0K0.00%––
Arrow Financial Corp400$37.0K0.00%––
First Horizon Advisors, Inc.420$39.0K0.00%––
Private Ocean, LLC420$39.0K0.01%––
Essex Investment Management Co LLC430$40.0K0.00%––
Security National Trust Co425$40.0K0.01%––
CVA Family Office, LLC430$40.0K0.02%––
Pinebridge Investments, L.P.441$41.0K0.00%––
Front Row Advisors LLC434$41.0K0.02%––
Goodwin Investment Advisory436$41.0K0.05%––
Old North State Trust, LLC464$43.0K0.03%––
Jones Financial Companies LLLP474$44.0K0.00%––
Salem Investment Counselors Inc473$44.0K0.00%––
SOA Wealth Advisors, LLC.480$44.0K0.01%––
Clearview Wealth Advisors LLC483$45.0K0.03%––
Piscataqua Savings Bank479$45.0K0.04%––
Meridian Wealth Partners, LLC488$46.0K0.01%––
Cullen/Frost Bankers, Inc.519$49.0K0.00%––
Ancora Advisors, LLC528$49.0K0.00%––
CX Institutional524$49.0K0.00%––
Sugarloaf Wealth Management, LLC553$52.0K0.02%––
CNB Bank566$53.0K0.04%––
Total Clarity Wealth Management, Inc.564$53.0K0.03%––
Lindbrook Capital, LLC588$55.0K0.01%––
Estate Counselors, LLC602$56.0K0.01%––
St. Johns Investment Management Company, LLC600$56.0K0.03%––
Simon Quick Advisors, LLC600$56.0K0.02%––
Charter Oak Capital Management, LLC598$56.0K0.01%––
Stonebridge Capital Advisors LLC646$60.0K0.01%––
Berman Capital Advisors, LLC641$60.0K0.01%––
Mark Sheptoff Financial Planning, LLC650$61.0K0.04%––
Rosenberg Matthew Hamilton659$62.0K0.04%––
Sittner & Nelson, LLC670$63.0K0.05%––
Prestige Wealth Management Group LLC703$66.0K0.02%––
Trust Co of Vermont735$68.0K0.01%––
Manchester Capital Management LLC755$71.0K0.01%––
Pflug Koory, LLC754$71.0K0.04%––
Sargent Bickham Lagudis LLC800$75.0K0.01%––
GPS Wealth Strategies Group, LLC878$82.0K0.02%––
American Portfolios Advisors899$84.1K0.00%––
Federation des caisses Desjardins du Quebec907$84.9K0.00%––
Carolinas Wealth Consulting LLC906$85.0K0.02%––
Thompson Siegel & Walmsley LLC915$86.0K0.00%––
Ci Investments Inc.924$86.0K0.00%––
Barrett Asset Management, LLC917$86.0K0.00%––
Capital Advisors, Ltd. LLC934$87.0K0.02%––
Regal Wealth Group, Inc.929$87.0K0.05%––
Sowell Financial Services LLC919$90.0K0.00%––
Pinnacle Bancorp, Inc.982$92.0K0.04%––
D'Orazio & Associates, Inc.1,010$95.0K0.03%––
Green Harvest Asset Management LLC1,023$95.0K0.02%––
Massmutual Trust Co FSB1,030$96.0K0.00%––
Hexagon Capital Partners LLC1,061$99.0K0.03%––
Column Capital Advisors, LLC1,104$103.0K0.02%––
Covington Capital Management1,128$106.0K0.00%––
O'Shaughnessy Asset Management, LLC1,149$108.0K0.00%––
BerganKDV Wealth Management, LLC1,158$108.0K0.01%––
Independence Bank of Kentucky1,164$109.0K0.05%––
NEXT Financial Group, Inc1,195$112.0K0.01%––
TFC Financial Management1,222$114.0K0.05%––
Harbor Investment Advisory, LLC1,224$115.0K0.02%––
Skandinaviska Enskilda Banken AB (publ)1,250$117.0K0.00%––
Liberty Wealth Management LLC1,359$120.0K0.06%––
Private Capital Group, LLC1,355$127.0K0.03%––
Whittier Trust Co1,382$129.0K0.00%––
RMR Wealth Builders1,395$131.0K0.03%––
Laffer Tengler Investments1,424$133.3K0.05%––
Proequities, Inc.1,434$134.0K0.01%––
TCTC Holdings, LLC1,467$137.0K0.01%––
Bray Capital Advisors1,592$149.0K0.04%––
Maverick Capital LtdSuperinvestorMaverick Capital1,599$150.0K0.00%––
Simplex Trading, LLC1,643$153.0K0.01%––
JNBA Financial Advisors1,632$153.0K0.02%––
Allworth Financial LP1,708$160.0K0.00%––
Oakworth Capital, Inc.1,709$160.0K0.02%––
Bank Julius Baer & Co. Ltd, Zurich1,836$172.0K0.00%––
Focused Wealth Management, Inc1,863$174.0K0.03%––
McCarthy Grittinger Financial Group, LLC1,869$174.9K0.08%––
Enterprise Financial Services Corp1,879$175.0K0.03%––
Country Trust Bank1,911$179.0K0.01%––
Hills Bank & Trust Co1,946$182.0K0.03%––
Carroll Financial Associates, Inc.1,969$184.0K0.01%––
IAG Wealth Partners, LLC1,978$186.0K0.07%––
Monetary Management Group Inc2,050$192.0K0.06%––
Godshalk Welsh Capital Management, Inc.2,150$201.0K0.14%––
MBE Wealth Management, LLC2,143$201.0K0.11%––
Putnam Investments LLC2,158$202.0K0.00%––
Patriot Financial Group Insurance Agency, LLC2,162$202.0K0.05%––
Thompson Investment Management, Inc.2,169$203.0K0.03%––
Exchange Capital Management, Inc.2,182$204.0K0.04%––
Ballentine Partners, LLC2,187$205.0K0.01%––
Kovitz Investment Group Partners, LLC2,190$205.0K0.00%––