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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
Sterling Investment Advisors LLC3,250$304.0K0.19%––
Capital Asset Advisory Services LLC3,254$305.0K0.05%––
Buckingham Strategic Wealth, LLC3,274$306.0K0.02%––
Crewe Advisors LLC3,266$306.0K0.08%––
SkyOak Wealth, LLC3,257$308.0K0.09%––
Mather Group, LLC.3,305$309.0K0.01%––
Arcadia Investment Management Corp3,310$310.0K0.06%––
Sentry Investment Management LLC3,335$312.0K0.09%––
Summit Asset Management, LLC3,335$312.0K0.11%––
Blue Chip Partners, Inc.3,336$312.0K0.05%––
D L Carlson Investment Group Inc3,355$314.0K0.06%––
Farmers & Merchants Trust Co of Long Beach3,359$314.0K0.11%––
Personal Capital Advisors Corp3,369$315.0K0.00%––
Pitcairn Co3,412$319.0K0.02%––
Osborne Partners Capital Management, LLC3,405$319.0K0.03%––
Homrich & Berg3,421$320.0K0.01%––
Lincoln National Corp3,465$324.0K0.01%––
Ascension Asset Management LLC3,500$328.0K0.23%––
Williams Jones Wealth Management, LLC.3,500$328.0K0.01%––
Avantax Advisory Services, Inc.3,533$330.0K0.01%––
Norris Perne & French LLP3,533$331.0K0.03%––
PAX Financial Group, LLC3,540$331.0K0.09%––
Wolverine Trading, LLC3,550$332.0K0.01%––
IFP Advisors, Inc3,576$332.0K0.01%––
Successful Portfolios LLC3,563$333.0K0.22%––
Atlantic Trust, LLC3,575$335.0K0.25%––
Dynamic Technology Lab Private Ltd3,605$337.0K0.04%––
Hurlow Wealth Management Group, Inc.3,605$337.0K0.24%––
Trustmark National Bank Trust Department3,610$338.0K0.03%––
Park Avenue Securities LLC3,609$338.0K0.01%––
Meritage Group LP3,627$339.0K0.01%––
Inspirion Wealth Advisors, LLC3,633$340.0K0.09%––
Belpointe Asset Management LLC3,638$340.0K0.03%––
BLB&B Advisors, LLC3,661$343.0K0.03%––
First Heartland Consultants, Inc.3,683$345.0K0.05%––
Cerity Partners LLC3,688$345.0K0.01%––
V Wealth Advisors LLC3,692$345.0K0.06%––
Symmetry Partners, LLC3,682$345.0K0.02%––
Capital Advisors Inc3,705$347.0K0.01%––
Hanson & Doremus Investment Management3,710$347.0K0.08%––
Mark Stevens3,727$349.0K0.04%––
Cetera Advisors LLC3,740$350.0K0.01%––
Centre Asset Management, LLC3,750$351.0K0.16%––
Reynders McVeigh Capital Management, LLC3,760$352.0K0.02%––
Farr Miller & Washington LLC3,771$353.0K0.02%––
HBK Sorce Advisory LLC3,769$353.0K0.02%––
Csenge Advisory Group3,854$356.0K0.04%––
AdvisorNet Financial, Inc3,810$357.0K0.03%––
Hutner Capital Management Inc3,825$358.0K0.23%––
Austin Private Wealth, LLC3,838$359.0K0.09%––
Carlson Capital Management3,850$360.0K0.06%––
Independent Financial Group, LLC3,855$360.8K0.05%––
Cresset Asset Management, LLC3,868$362.0K0.01%––
Bank of Stockton3,932$367.0K0.12%––
Wintrust Investments LLC3,937$368.0K0.04%––
Busey Wealth Management3,981$373.0K0.02%––
Smith, Moore & Co.4,028$377.0K0.06%––
Brookstone Capital Management4,047$379.0K0.01%––
Bard Financial Services, Inc.4,060$380.0K0.04%––
Old Mission Investment Co LLC4,069$380.8K0.18%––
M Holdings Securities, Inc.4,075$381.0K0.03%––
Resources Investment Advisors, LLC.4,090$383.0K0.02%––
Vaughan David Investments LLC4,106$384.0K0.01%––
Gradient Investments LLC4,100$384.0K0.01%––
Main Street Financial Solutions, LLC4,107$384.0K0.07%––
McDonald Partners LLC4,123$386.0K0.10%––
Sheaff Brock Investment Advisors, LLC4,149$388.0K0.04%––
1st Source Bank4,155$389.0K0.03%––
Winton Group Ltd4,163$390.0K0.02%––
Kovack Advisors, Inc.4,164$390.0K0.05%––
Verition Fund Management LLC4,181$391.0K0.01%––
Alpha Cubed Investments, LLC4,173$391.0K0.03%––
Isthmus Partners, LLC4,182$391.0K0.07%––
Acadian Asset Management LLC4,199$393.0K0.00%––
Umb Bank N A4,196$393.0K0.01%––
Palladium Partners LLC4,196$393.0K0.02%––
Veriti Management LLC4,267$399.0K0.11%––
Tarbox Family Office, Inc.4,281$401.0K0.08%––
Peapack Gladstone Financial Corp4,298$402.0K0.01%––
Bradley Foster & Sargent Inc4,316$404.0K0.01%––
Alhambra Investment Partners LLC4,345$407.0K0.33%––
TrinityPoint Wealth, LLC4,368$409.0K0.10%––
ZWJ Investment Counsel Inc4,438$415.0K0.03%––
Buckley Wealth Management, LLC4,432$415.0K0.15%––
Gsa Capital Partners LLP4,457$417.0K0.07%––
CMC Financial Group4,464$418.0K0.25%––
Horizon Investments, LLC4,489$420.0K0.02%––
Douglass Winthrop Advisors, LLC4,512$422.0K0.01%––
Brandywine Oak Private Wealth LLC4,539$424.0K0.06%––
Moody Lynn & Lieberson, LLC4,549$426.0K0.04%––
Hudock, Inc.4,556$426.0K0.13%––
Quadrature Capital Ltd4,576$429.0K0.02%––
Advisors Capital Management, LLC4,620$432.0K0.02%––
Citizens Financial Group Inc4,625$433.0K0.02%––
Equitable Holdings, Inc.4,649$435.0K0.01%––
Meeder Asset Management Inc4,656$436.0K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt4,665$437.0K0.03%––
Carl P. Sherr & Co., LLC4,725$442.0K0.33%––
Clearstead Advisors, LLC4,753$445.0K0.04%––
Wealth Architects, LLC4,759$445.0K0.10%––