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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,408 | $32.7B |
| Q1 2026 | 1,381 | $32.2B |
| Q4 2025 | 1,347 | $28.6B |
| Q3 2025 | 1,295 | $30.7B |
| Q2 2025 | 1,258 | $27.5B |
| Q1 2025 | 1,270 | $28.4B |
| Q4 2024 | 1,196 | $24.5B |
| Q3 2024 | 1,132 | $24.2B |
| Q2 2024 | 1,076 | $19.3B |
| Q1 2024 | 1,039 | $20.2B |
| Q4 2023 | 1,051 | $20.5B |
| Q3 2023 | 991 | $19.3B |
| Q2 2023 | 1,026 | $21.1B |
| Q1 2023 | 1,018 | $22.5B |
| Q4 2022 | 1,068 | $22.4B |
| Q3 2022 | 1,012 | $21.0B |
| Q2 2022 | 1,039 | $23.6B |
| Q1 2022 | 1,016 | $22.8B |
| Q4 2021 | 999 | $22.5B |
| Q3 2021 | 927 | $20.3B |
| Q2 2021 | 945 | $20.4B |
| Q1 2021 | 929 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CX Institutional | 367 | $33.0K | 0.00% | −157−30.0% | Reduced |
| Reilly Financial Advisors, LLC | 375 | $33.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 420 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 420 | $37.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $38.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 436 | $39.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 464 | $41.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 465 | $41.0K | 0.01% | +465 | New |
| Piscataqua Savings Bank | 469 | $42.0K | 0.04% | −10−2.1% | Reduced |
| Salem Investment Counselors Inc | 473 | $42.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $42.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 431 | $42.0K | 0.02% | −3−0.7% | Reduced |
| Clearview Wealth Advisors LLC | 485 | $43.0K | 0.03% | +2+0.4% | Added |
| Cutler Group LP | 500 | $44.0K | 0.00% | +400+400.0% | Added |
| Ancora Advisors, LLC | 528 | $47.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 531 | $47.0K | 0.04% | +500+1,612.9% | Added |
| Sound Income Strategies, LLC | 540 | $48.0K | 0.01% | +179+49.6% | Added |
| Sugarloaf Wealth Management, LLC | 553 | $49.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 550 | $49.0K | 0.01% | +120+27.9% | Added |
| CNB Bank | 566 | $50.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 579 | $52.0K | 0.01% | −9−1.5% | Reduced |
| Estate Counselors, LLC | 602 | $53.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $53.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 598 | $53.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 646 | $57.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $58.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 659 | $59.0K | 0.03% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 665 | $59.0K | 0.02% | +665 | New |
| Sittner & Nelson, LLC | 670 | $60.0K | 0.04% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 693 | $61.0K | 0.01% | +52+8.1% | Added |
| Tradewinds Capital Management, LLC | 699 | $62.0K | 0.01% | +529+311.2% | Added |
| Prestige Wealth Management Group LLC | 702 | $63.0K | 0.02% | −1−0.1% | Reduced |
| Security National Trust Co | 725 | $64.0K | 0.01% | +300+70.6% | Added |
| Trust Co of Vermont | 735 | $65.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 736 | $65.0K | 0.00% | +736 | New |
| Independence Bank of Kentucky | 756 | $67.0K | 0.03% | −408−35.1% | Reduced |
| Pflug Koory, LLC | 760 | $68.0K | 0.04% | +6+0.8% | Added |
| Massmutual Trust Co FSB | 780 | $69.0K | 0.00% | −250−24.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 800 | $71.0K | 0.00% | −115−12.6% | Reduced |
| Sargent Bickham Lagudis LLC | 800 | $71.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 799 | $71.0K | 0.01% | +44+5.8% | Added |
| Boit C F David | 867 | $77.0K | 0.06% | +867 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 880 | $78.0K | 0.58% | +880 | New |
| Carolinas Wealth Consulting LLC | 906 | $81.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 926 | $82.0K | 0.00% | +2+0.2% | Added |
| Barrett Asset Management, LLC | 917 | $82.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 934 | $83.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 984 | $87.0K | 0.01% | −211−17.7% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $87.0K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $89.0K | 0.03% | −222−18.2% | Reduced |
| WealthShield Partners, LLC | 871 | $89.0K | 0.01% | +760+684.7% | Added |
| D'Orazio & Associates, Inc. | 1,010 | $90.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,032 | $92.0K | 0.05% | +1,032 | New |
| Hexagon Capital Partners LLC | 1,061 | $94.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,063 | $95.0K | 0.00% | −86−7.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,071 | $95.0K | 0.00% | +552+106.4% | Added |
| Column Capital Advisors, LLC | 1,104 | $98.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,128 | $100.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,226 | $109.0K | 0.00% | −156−11.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,224 | $109.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $111.0K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,255 | $112.0K | 0.03% | +1,255 | New |
| PEAK6 Investments LLC | 1,270 | $113.0K | 0.00% | +1,270 | New |
| Ford Financial Group, LLC | 1,285 | $114.0K | 0.04% | +1,285 | New |
| Financial Perspectives, Inc | 1,338 | $119.0K | 0.06% | −123,885−98.9% | Reduced |
| Acadian Asset Management LLC | 1,380 | $123.0K | 0.00% | −2,819−67.1% | Reduced |
| Private Capital Group, LLC | 1,396 | $124.0K | 0.03% | +41+3.0% | Added |
| TCTC Holdings, LLC | 1,467 | $130.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,506 | $134.0K | 0.03% | +1,506 | New |
| Sonora Investment Management, LLC | 1,545 | $137.0K | 0.02% | +1,545 | New |
| Bray Capital Advisors | 1,592 | $142.0K | 0.04% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,609 | $143.0K | 0.02% | +1,609 | New |
| JNBA Financial Advisors | 1,632 | $145.0K | 0.02% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,023 | $146.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 1,653 | $147.0K | 0.01% | +219+15.3% | Added |
| Haverford Trust Co | 1,659 | $148.0K | 0.00% | +1,659 | New |
| Clean Yield Group | 1,670 | $149.0K | 0.06% | +1,670 | New |
| Oakworth Capital, Inc. | 1,709 | $152.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $166.2K | 0.07% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,877 | $167.0K | 0.03% | +14+0.8% | Added |
| Carroll Financial Associates, Inc. | 1,899 | $168.0K | 0.01% | −70−3.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,889 | $168.0K | 0.00% | +53+2.9% | Added |
| Liberty Wealth Management LLC | 2,204 | $169.0K | 0.07% | +845+62.2% | Added |
| Country Trust Bank | 1,911 | $170.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,926 | $171.0K | 0.14% | +1,926 | New |
| Anchor Investment Management, LLC | 1,924 | $171.1K | 0.02% | −1,274−39.8% | Reduced |
| IAG Wealth Partners, LLC | 1,978 | $176.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,975 | $176.0K | 0.03% | +96+5.1% | Added |
| Hills Bank & Trust Co | 2,024 | $180.0K | 0.03% | +78+4.0% | Added |
| Monetary Management Group Inc | 2,050 | $182.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 2,132 | $190.0K | 0.00% | +424+24.8% | Added |
| BerganKDV Wealth Management, LLC | 2,158 | $192.0K | 0.02% | +1,000+86.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,168 | $193.0K | 0.04% | +6+0.3% | Added |
| Quadrant Capital Group LLC | 2,199 | $196.0K | 0.03% | −109−4.7% | Reduced |
| TSFG, LLC | 2,221 | $198.0K | 0.08% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,245 | $200.0K | 0.05% | −17−0.8% | Reduced |
| CWA Asset Management Group, LLC | 2,234 | $201.0K | 0.02% | +2,234 | New |
| Walkner Condon Financial Advisors LLC | 2,250 | $201.0K | 0.07% | +2,250 | New |
| J.W. Cole Advisors, Inc. | 2,271 | $202.0K | 0.02% | +38+1.7% | Added |