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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
Neville Rodie & Shaw Inc4,785$448.0K0.04%––
MJP Associates Inc4,783$448.0K0.18%––
Becker Capital Management Inc4,790$448.0K0.02%––
Ipswich Investment Management Co., Inc.4,800$449.0K0.13%––
Ameritas Investment Partners, Inc.4,834$452.0K0.02%––
First Fiduciary Investment Counsel, Inc.4,850$454.0K0.09%––
Appleton Partners Inc4,857$455.0K0.04%––
Boston Private Wealth LLC4,923$460.0K0.01%––
Alphasimplex Group, LLC4,945$463.0K0.19%––
Smithfield Trust Co4,968$465.0K0.03%––
Duncker Streett & Co Inc5,049$473.0K0.09%––
Veritas Investment Partners (UK) Ltd.5,080$476.0K0.02%––
Fukoku Mutual Life Insurance Co5,100$477.0K0.05%––
Great Valley Advisor Group, Inc.5,105$478.0K0.05%––
Raymond James Trust N.A.5,129$480.0K0.02%––
Parkside Financial Bank & Trust5,138$480.0K0.14%––
Fisher Asset Management, LLC5,169$484.0K0.00%––
Boston Family Office LLC5,213$487.0K0.04%––
North Star Asset Management Inc5,235$490.0K0.03%––
Trust Co of Toledo NA5,243$491.0K0.09%––
Exchange Traded Concepts, LLC5,254$492.0K0.02%––
Marcum Wealth, LLC5,265$493.0K0.08%––
Stephens Inc5,307$497.0K0.01%––
Almanack Investment Partners, LLC.5,345$500.0K0.05%––
IHT Wealth Management, LLC5,340$500.0K0.04%––
Sandy Spring Bank5,382$504.0K0.03%––
Mid Atlantic Financial Management Inc5,400$505.0K0.04%––
LVZ Advisors, Inc.5,428$508.0K0.08%––
FineMark National Bank & Trust5,509$516.0K0.02%––
Meiji Yasuda Life Insurance Co5,550$519.0K0.01%––
Front Barnett Associates LLC5,601$524.0K0.06%––
Signaturefd, LLC5,648$529.0K0.02%––
Vontobel Holding Ltd.5,666$530.0K0.00%––
Illinois Municipal Retirement Fund5,703$534.0K0.02%––
Compton Capital Management Inc5,850$548.0K0.17%––
Sound Financial Strategies Group, LLC5,879$550.0K0.28%––
Fulcrum Asset Management LLP–$560.0K0.36%––
Avantax Planning Partners, Inc.5,997$561.0K0.03%––
YorkBridge Wealth Partners, LLC6,080$569.0K0.17%––
FourThought Financial, LLC6,089$569.0K0.08%––
Courier Capital LLC6,120$573.0K0.06%––
Badgley Phelps & Bell Inc6,144$575.0K0.02%––
Eqis Capital Management, Inc.6,143$575.0K0.04%––
Flputnam Investment Management Co6,157$576.0K0.03%––
Rafferty Asset Management, LLC6,203$581.0K0.00%––
Northern Oak Wealth Management Inc6,218$582.0K0.08%––
Oppenheimer & Co Inc6,230$583.0K0.01%––
Wealth Alliance6,231$583.0K0.16%––
SPC Financial, Inc.6,300$590.0K0.08%––
Kempen Capital Management N.V.6,325$592.0K0.03%––
Wellington Management Group LLP6,350$595.0K0.00%––
Tiedemann Advisors, LLC6,351$595.0K0.03%––
Cetera Investment Advisers6,428$602.0K0.01%––
Elm Advisors, LLC6,502$609.0K0.38%––
MPS Loria Financial Planners, LLC6,512$609.0K0.28%––
Snowden Capital Advisors LLC6,586$616.4K0.04%––
Old Second National Bank of Aurora6,623$620.0K0.17%––
Advisory Services Network, LLC6,626$620.0K0.02%––
Orion Portfolio Solutions, LLC6,635$621.0K0.03%––
Winch Advisory Services, LLC6,656$623.0K0.25%––
Baker Tilly Wealth Management, LLC6,807$637.0K0.13%––
Sigma Planning Corp6,818$638.0K0.02%––
Coastline Trust Co6,827$639.0K0.08%––
Plancorp, LLC6,872$643.0K0.14%––
Chicago Capital, LLC6,941$650.0K0.03%––
Integrated Advisors Network LLC6,960$651.0K0.06%––
West Paces Advisors Inc.6,995$654.7K0.26%––
Cornerstone Advisors, LLC7,000$655.0K0.06%––
Banco Bilbao Vizcaya Argentaria, S.A.7,008$656.0K0.01%––
Wesbanco Bank Inc7,033$658.0K0.03%––
Foundations Investment Advisors, LLC7,116$665.0K0.04%––
JustInvest LLC7,110$665.0K0.10%––
Arden Trust Co7,121$666.0K0.11%––
Bryn Mawr Trust Co7,178$672.0K0.03%––
Lantz Financial LLC7,195$673.0K0.38%––
Bridges Investment Management Inc7,200$674.0K0.02%––
Marble Harbor Investment Counsel, LLC7,250$679.0K0.09%––
Investment House LLC7,300$683.0K0.05%––
Legg Mason Asset Management (Japan) Co., Ltd.7,306$684.0K0.75%––
Mairs & Power Inc7,319$685.0K0.01%––
First Quadrant L P7,437$696.0K0.07%––
Carnegie Capital Asset Management, LLC7,457$697.0K0.03%––
Laurel Wealth Advisors, Inc.7,481$700.0K0.11%––
Ledyard National Bank7,541$706.0K0.08%––
Chesley Taft & Associates LLC7,545$708.0K0.04%––
Diversified Trust Co7,560$708.0K0.03%––
Ropes Wealth Advisors LLC7,377$711.0K0.12%––
Clifford Swan Investment Counsel LLC7,842$734.0K0.03%––
Aristotle Atlantic Partners, LLC7,941$743.0K0.05%––
Advisors Management Group Inc7,968$746.0K0.23%––
Beaton Management Co. Inc.7,971$746.0K0.52%––
LS Investment Advisors, LLC8,101$758.0K0.04%––
Stephenson National Bank & Trust8,134$761.0K0.53%––
Venture Visionary Partners LLC8,134$761.0K0.06%––
Kinneret Advisory, LLC8,144$762.0K0.10%––
Searle & Co.8,200$767.0K0.34%––
Spirit of America Management Corp8,200$767.0K0.18%––
Montag A & Associates Inc8,414$787.0K0.04%––
Chicago Trust Co NA8,488$794.0K0.27%––
Veritable, L.P.8,496$795.0K0.01%––