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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
Lake Street Advisors Group, LLC2,392$224.0K0.02%––
First Commonwealth Financial Corp2,372$222.0K0.09%––
Roman Butler Fullerton & Co2,313$222.0K0.11%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH2,370$222.0K0.02%––
SeaCrest Wealth Management, LLC2,372$222.0K0.03%––
Steigerwald, Gordon & Koch Inc.2,350$220.0K0.04%––
Intrust Bank NA2,346$219.0K0.03%––
WealthTrust Axiom LLC2,350$219.0K0.07%––
Jump Financial, LLC2,343$219.0K0.02%––
Sawtooth Solutions, LLC2,326$218.0K0.05%––
First Command Bank2,327$218.0K0.05%––
First Command Financial Services, Inc.2,327$218.0K0.05%––
Bessemer Group Inc2,310$217.0K0.00%––
Triton Wealth Management, PLLC2,306$217.0K0.15%––
Quadrant Capital Group LLC2,308$216.0K0.04%––
Ieq Capital, LLC2,303$216.0K0.01%––
Eudaimonia Partners, LLC2,294$215.0K0.04%––
Berkshire Asset Management LLC2,285$214.0K0.02%––
Strategy Asset Managers LLC2,280$213.0K0.05%––
Capstone Financial Advisors, Inc.2,280$213.0K0.02%––
CFM Wealth Partners LLC2,262$212.0K0.06%––
MEMBERS Trust Co2,242$210.0K0.01%––
J.W. Cole Advisors, Inc.2,233$209.0K0.02%––
TSFG, LLC2,221$208.0K0.11%––
Journey Advisory Group, LLC2,226$208.0K0.07%––
Pekin Hardy Strauss, Inc.2,198$206.0K0.03%––
Capital Management Corp2,200$206.0K0.05%––
Birch Hill Investment Advisors LLC2,200$206.0K0.01%––
Ballentine Partners, LLC2,187$205.0K0.01%––
Kovitz Investment Group Partners, LLC2,190$205.0K0.00%––
Altium Wealth Management LLC2,188$205.0K0.02%––
Exchange Capital Management, Inc.2,182$204.0K0.04%––
Thompson Investment Management, Inc.2,169$203.0K0.03%––
Putnam Investments LLC2,158$202.0K0.00%––
Patriot Financial Group Insurance Agency, LLC2,162$202.0K0.05%––
Godshalk Welsh Capital Management, Inc.2,150$201.0K0.14%––
MBE Wealth Management, LLC2,143$201.0K0.11%––
Monetary Management Group Inc2,050$192.0K0.06%––
IAG Wealth Partners, LLC1,978$186.0K0.07%––
Carroll Financial Associates, Inc.1,969$184.0K0.01%––
Hills Bank & Trust Co1,946$182.0K0.03%––
Country Trust Bank1,911$179.0K0.01%––
Enterprise Financial Services Corp1,879$175.0K0.03%––
McCarthy Grittinger Financial Group, LLC1,869$174.9K0.08%––
Focused Wealth Management, Inc1,863$174.0K0.03%––
Bank Julius Baer & Co. Ltd, Zurich1,836$172.0K0.00%––
Allworth Financial LP1,708$160.0K0.00%––
Oakworth Capital, Inc.1,709$160.0K0.02%––
Simplex Trading, LLC1,643$153.0K0.01%––
JNBA Financial Advisors1,632$153.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital1,599$150.0K0.00%––
Bray Capital Advisors1,592$149.0K0.04%––
TCTC Holdings, LLC1,467$137.0K0.01%––
Proequities, Inc.1,434$134.0K0.01%––
Laffer Tengler Investments1,424$133.3K0.05%––
RMR Wealth Builders1,395$131.0K0.03%––
Whittier Trust Co1,382$129.0K0.00%––
Private Capital Group, LLC1,355$127.0K0.03%––
Liberty Wealth Management LLC1,359$120.0K0.06%––
Skandinaviska Enskilda Banken AB (publ)1,250$117.0K0.00%––
Harbor Investment Advisory, LLC1,224$115.0K0.02%––
TFC Financial Management1,222$114.0K0.05%––
NEXT Financial Group, Inc1,195$112.0K0.01%––
Independence Bank of Kentucky1,164$109.0K0.05%––
O'Shaughnessy Asset Management, LLC1,149$108.0K0.00%––
BerganKDV Wealth Management, LLC1,158$108.0K0.01%––
Covington Capital Management1,128$106.0K0.00%––
Column Capital Advisors, LLC1,104$103.0K0.02%––
Hexagon Capital Partners LLC1,061$99.0K0.03%––
Massmutual Trust Co FSB1,030$96.0K0.00%––
D'Orazio & Associates, Inc.1,010$95.0K0.03%––
Green Harvest Asset Management LLC1,023$95.0K0.02%––
Pinnacle Bancorp, Inc.982$92.0K0.04%––
Sowell Financial Services LLC919$90.0K0.00%––
Capital Advisors, Ltd. LLC934$87.0K0.02%––
Regal Wealth Group, Inc.929$87.0K0.05%––
Thompson Siegel & Walmsley LLC915$86.0K0.00%––
Ci Investments Inc.924$86.0K0.00%––
Barrett Asset Management, LLC917$86.0K0.00%––
Carolinas Wealth Consulting LLC906$85.0K0.02%––
Federation des caisses Desjardins du Quebec907$84.9K0.00%––
American Portfolios Advisors899$84.1K0.00%––
GPS Wealth Strategies Group, LLC878$82.0K0.02%––
Sargent Bickham Lagudis LLC800$75.0K0.01%––
Manchester Capital Management LLC755$71.0K0.01%––
Pflug Koory, LLC754$71.0K0.04%––
Trust Co of Vermont735$68.0K0.01%––
Prestige Wealth Management Group LLC703$66.0K0.02%––
Sittner & Nelson, LLC670$63.0K0.05%––
Rosenberg Matthew Hamilton659$62.0K0.04%––
Mark Sheptoff Financial Planning, LLC650$61.0K0.04%––
Stonebridge Capital Advisors LLC646$60.0K0.01%––
Berman Capital Advisors, LLC641$60.0K0.01%––
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%––
Lindbrook Capital, LLC588$55.0K0.01%––
CNB Bank566$53.0K0.04%––
Total Clarity Wealth Management, Inc.564$53.0K0.03%––