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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
Allstate Corp9,787$916.0K0.03%––
Assetmark, Inc9,788$916.0K0.00%––
International Assets Investment Management, LLC9,898$916.0K0.08%––
Moisand Fitzgerald Tamayo, LLC9,631$901.0K0.39%––
Carret Asset Management, LLC9,600$898.0K0.11%––
Castellan Group, LLC9,600$898.0K0.48%––
Independent Advisor Alliance9,572$896.0K0.05%––
Kesler, Norman & Wride, LLC9,576$896.0K0.22%––
ICW Investment Advisors LLC9,539$893.0K0.61%––
Cornell Pochily Investment Advisors, Inc.9,496$889.0K0.43%––
Spinnaker Trust9,438$883.0K0.07%––
Vestmark Advisory Solutions, Inc.9,435$883.0K0.08%––
Spire Wealth Management9,426$881.0K0.02%––
Resources Management Corp9,390$879.0K0.13%––
WNY Asset Management, LLC9,356$875.0K0.35%––
DuPont Capital Management Corp9,339$874.0K0.02%––
Greenleaf Trust9,149$856.0K0.01%––
Prospera Financial Services Inc9,015$843.0K0.05%––
Davenport & Co LLC8,967$839.0K0.01%––
Federated Hermes, Inc.8,931$836.0K0.00%––
World Asset Management Inc8,590$835.0K0.07%––
Private Trust Co NA8,872$830.0K0.13%––
Mission Wealth Management, LP8,807$824.0K0.05%––
Chelsea Counsel Co8,729$817.0K0.40%––
Kentucky Retirement Systems Insurance Trust Fund8,733$817.0K0.09%––
Wedbush Securities Inc8,670$811.0K0.04%––
Wetherby Asset Management Inc8,635$809.0K0.06%––
Ontario Teachers Pension Plan Board8,613$806.0K0.01%––
AXA S.A.8,582$803.0K0.00%––
Veritable, L.P.8,496$795.0K0.01%––
Chicago Trust Co NA8,488$794.0K0.27%––
Montag A & Associates Inc8,414$787.0K0.04%––
Searle & Co.8,200$767.0K0.34%––
Spirit of America Management Corp8,200$767.0K0.18%––
Kinneret Advisory, LLC8,144$762.0K0.10%––
Stephenson National Bank & Trust8,134$761.0K0.53%––
Venture Visionary Partners LLC8,134$761.0K0.06%––
LS Investment Advisors, LLC8,101$758.0K0.04%––
Advisors Management Group Inc7,968$746.0K0.23%––
Beaton Management Co. Inc.7,971$746.0K0.52%––
Aristotle Atlantic Partners, LLC7,941$743.0K0.05%––
Clifford Swan Investment Counsel LLC7,842$734.0K0.03%––
Ropes Wealth Advisors LLC7,377$711.0K0.12%––
Chesley Taft & Associates LLC7,545$708.0K0.04%––
Diversified Trust Co7,560$708.0K0.03%––
Ledyard National Bank7,541$706.0K0.08%––
Laurel Wealth Advisors, Inc.7,481$700.0K0.11%––
Carnegie Capital Asset Management, LLC7,457$697.0K0.03%––
First Quadrant L P7,437$696.0K0.07%––
Mairs & Power Inc7,319$685.0K0.01%––
Legg Mason Asset Management (Japan) Co., Ltd.7,306$684.0K0.75%––
Investment House LLC7,300$683.0K0.05%––
Marble Harbor Investment Counsel, LLC7,250$679.0K0.09%––
Bridges Investment Management Inc7,200$674.0K0.02%––
Lantz Financial LLC7,195$673.0K0.38%––
Bryn Mawr Trust Co7,178$672.0K0.03%––
Arden Trust Co7,121$666.0K0.11%––
Foundations Investment Advisors, LLC7,116$665.0K0.04%––
JustInvest LLC7,110$665.0K0.10%––
Wesbanco Bank Inc7,033$658.0K0.03%––
Banco Bilbao Vizcaya Argentaria, S.A.7,008$656.0K0.01%––
Cornerstone Advisors, LLC7,000$655.0K0.06%––
West Paces Advisors Inc.6,995$654.7K0.26%––
Integrated Advisors Network LLC6,960$651.0K0.06%––
Chicago Capital, LLC6,941$650.0K0.03%––
Plancorp, LLC6,872$643.0K0.14%––
Coastline Trust Co6,827$639.0K0.08%––
Sigma Planning Corp6,818$638.0K0.02%––
Baker Tilly Wealth Management, LLC6,807$637.0K0.13%––
Winch Advisory Services, LLC6,656$623.0K0.25%––
Orion Portfolio Solutions, LLC6,635$621.0K0.03%––
Old Second National Bank of Aurora6,623$620.0K0.17%––
Advisory Services Network, LLC6,626$620.0K0.02%––
Snowden Capital Advisors LLC6,586$616.4K0.04%––
Elm Advisors, LLC6,502$609.0K0.38%––
MPS Loria Financial Planners, LLC6,512$609.0K0.28%––
Cetera Investment Advisers6,428$602.0K0.01%––
Wellington Management Group LLP6,350$595.0K0.00%––
Tiedemann Advisors, LLC6,351$595.0K0.03%––
Kempen Capital Management N.V.6,325$592.0K0.03%––
SPC Financial, Inc.6,300$590.0K0.08%––
Oppenheimer & Co Inc6,230$583.0K0.01%––
Wealth Alliance6,231$583.0K0.16%––
Northern Oak Wealth Management Inc6,218$582.0K0.08%––
Rafferty Asset Management, LLC6,203$581.0K0.00%––
Flputnam Investment Management Co6,157$576.0K0.03%––
Badgley Phelps & Bell Inc6,144$575.0K0.02%––
Eqis Capital Management, Inc.6,143$575.0K0.04%––
Courier Capital LLC6,120$573.0K0.06%––
YorkBridge Wealth Partners, LLC6,080$569.0K0.17%––
FourThought Financial, LLC6,089$569.0K0.08%––
Avantax Planning Partners, Inc.5,997$561.0K0.03%––
Fulcrum Asset Management LLP–$560.0K0.36%––
Sound Financial Strategies Group, LLC5,879$550.0K0.28%––
Compton Capital Management Inc5,850$548.0K0.17%––
Illinois Municipal Retirement Fund5,703$534.0K0.02%––
Vontobel Holding Ltd.5,666$530.0K0.00%––
Signaturefd, LLC5,648$529.0K0.02%––
Front Barnett Associates LLC5,601$524.0K0.06%––
Meiji Yasuda Life Insurance Co5,550$519.0K0.01%––