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Livermore
ZHEN

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, Q2 2021

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 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
945
+22 vs. Q1 2021
Shares held
229.9M
−2.61M (−1.1%) vs. Q1 2021
Total value
$20.4B
−$1.29B (−5.9%) vs. Q1 2021
New holders
90
313 more added
Sold out
68
316 more reduced

6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 945 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 heldQ2 2021: $20.4B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2021.

Institutions holding WEC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Disciplined Investments, LLC5$00.00%00.0%Unchanged
Kelly Financial Services LLC5,782$650.00%+5,717+8,795.4%Added
Simon Quick Advisors, LLC12$1.00K0.00%−588−98.0%Reduced
Plante Moran Financial Advisors, LLC14$1.00K0.00%−44−75.9%Reduced
Westside Investment Management, Inc.22$1.00K0.00%00.0%Unchanged
American National Bank8$1.00K0.00%00.0%Unchanged
Wealth Quarterback LLC6$1.00K0.00%+6New
Glen Eagle Advisors, LLC17$1.51K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC19$2.00K0.00%−25−56.8%Reduced
True Link Financial Advisors, LLC27$2.00K0.00%00.0%Unchanged
Arlington Partners LLC21$2.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.18$2.00K0.00%−8−30.8%Reduced
Standard Family Office LLC25$2.00K0.00%00.0%Unchanged
Logan Capital Management Inc33$3.00K0.00%00.0%Unchanged
Horan Securities, Inc.29$3.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC34$3.02K0.00%+34New
Raffa Wealth Management, LLC40$3.56K0.00%00.0%Unchanged
Aua Capital Management, LLC49$4.00K0.00%00.0%Unchanged
Costello Asset Management, INC50$4.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC36$4.00K0.00%−13−26.5%Reduced
JJJ Advisors Inc.47$4.00K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP46$4.00K0.00%+46New
Federation des caisses Desjardins du Quebec54$4.80K0.00%−853−94.0%Reduced
McIlrath & Eck, LLC61$5.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC60$5.00K0.00%00.0%Unchanged
Evoke Wealth, LLC60$5.00K0.00%+21+53.8%Added
Thomas J. Herzfeld Advisors, Inc.71$6.00K0.00%00.0%Unchanged
Creative Financial Designs Inc69$6.00K0.00%00.0%Unchanged
Asset Dedication, LLC67$6.00K0.00%00.0%Unchanged
Key Financial Inc61$6.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC69$6.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors62$6.00K0.00%+8+14.8%Added
Baystate Wealth Management LLC62$6.00K0.00%+62New
Fieldpoint Private Securities, LLC75$7.00K0.00%−20−21.1%Reduced
Solstein Capital, LLC82$7.00K0.01%00.0%Unchanged
Cordasco Financial Network80$7.00K0.00%00.0%Unchanged
Pacitti Group Inc.79$7.00K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC84$7.00K0.00%+41+95.3%Added
FormulaFolio Investments, LLC93$8.00K0.00%00.0%Unchanged
Concord Wealth Partners94$8.00K0.00%+41+77.4%Added
Eagle Bay Advisors LLC74$8.00K0.01%+74New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC107$9.00K0.00%00.0%Unchanged
Better Money Decisions, LLC106$9.00K0.01%+1+1.0%Added
Vectors Research Management, LLC100$9.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC100$9.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$9.00K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC100$9.00K0.00%00.0%Unchanged
Resolute Partners Group102$9.00K0.00%00.0%Unchanged
Archer Investment Corp108$9.61K0.00%00.0%Unchanged
Financial Management Professionals, Inc.112$10.0K0.00%−10−8.2%Reduced
Tfo-TDC, LLC116$10.0K0.00%00.0%Unchanged
Savior LLC114$10.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co110$10.0K0.00%00.0%Unchanged
Arkadios Wealth Advisors116$10.0K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.112$10.0K0.01%00.0%Unchanged
First PREMIER Bank112$10.0K0.00%+112New
Castleview Partners, LLC118$10.0K0.00%+118New
Baldwin Brothers Inc125$11.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.126$11.0K0.00%+1+0.8%Added
Larson Financial Group LLC119$11.0K0.00%00.0%Unchanged
Vigilant Capital Management, LLC134$12.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.139$12.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.130$12.0K0.00%00.0%Unchanged
MV Capital Management, Inc.151$13.0K0.00%+32+26.9%Added
First Manhattan Co162$14.0K0.00%+12+8.0%Added
Pinnacle Financial Partners Inc164$15.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC165$15.0K0.00%00.0%Unchanged
Syverson Strege & Co165$15.0K0.01%00.0%Unchanged
Pinnacle Wealth Advisors164$15.0K0.00%+164New
Sterling Investment Advisors, Ltd.186$17.0K0.00%00.0%Unchanged
NVWM, LLC200$18.0K0.01%−25−11.1%Reduced
Hoover Financial Advisors, Inc.203$18.0K0.00%00.0%Unchanged
First Horizon Corp207$18.0K0.00%00.0%Unchanged
Washington Trust Co200$18.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC200$18.0K0.01%00.0%Unchanged
Paradigm, Strategies in Wealth Management, LLC205$18.0K0.02%00.0%Unchanged
TCI Wealth Advisors, Inc.201$18.0K0.00%+12+6.3%Added
Personal Wealth Partners200$18.0K0.01%+200New
Zions Bancorporation, N.A.216$19.0K0.00%00.0%Unchanged
Jacobi Capital Management LLC209$19.0K0.00%00.0%Unchanged
Bogart Wealth, LLC216$19.0K0.00%00.0%Unchanged
Assetmark, Inc221$20.0K0.00%−9,567−97.7%Reduced
Central Bank & Trust Co250$22.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$22.2K0.03%00.0%Unchanged
Versant Capital Management, Inc278$25.0K0.01%−63−18.5%Reduced
Webster Bank, N. A.282$25.0K0.00%−50−15.1%Reduced
Prentice Wealth Management LLC277$25.0K0.01%−12−4.2%Reduced
Graves-Light Private Wealth Management, Inc.279$25.0K0.00%00.0%Unchanged
Phoenix Wealth Advisors272$25.0K0.02%00.0%Unchanged
Silvant Capital Management LLC290$26.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC288$26.0K0.01%+112+63.6%Added
GPS Wealth Strategies Group, LLC300$27.0K0.01%−578−65.8%Reduced
First Personal Financial Services320$28.0K0.01%00.0%Unchanged
Exos Asset Management LLC311$28.0K0.01%+311New
Peoples Financial Services Corp.326$29.0K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC329$29.0K0.01%00.0%Unchanged
Valley National Advisers Inc338$30.0K0.01%00.0%Unchanged
Trust Co338$30.0K0.02%00.0%Unchanged
Glassman Wealth Services335$30.0K0.01%+23+7.4%Added