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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 2,286 | $203.0K | 0.01% | −11,130−83.0% | Reduced |
| Brinker Capital Investments, LLC | 2,314 | $206.0K | 0.00% | +2,314 | New |
| Tokio Marine Asset Management Co Ltd | 2,317 | $206.0K | 0.02% | +2,317 | New |
| Homrich & Berg | 2,328 | $207.0K | 0.00% | −1,093−31.9% | Reduced |
| Roman Butler Fullerton & Co | 2,329 | $207.0K | 0.10% | +16+0.7% | Added |
| First Command Bank | 2,327 | $207.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,327 | $207.0K | 0.02% | 00.0% | Unchanged |
| 6 Meridian | 2,338 | $208.0K | 0.02% | −82−3.4% | Reduced |
| Intrust Bank NA | 2,338 | $208.0K | 0.03% | −8−0.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,350 | $209.0K | 0.03% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,372 | $211.0K | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,370 | $211.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 2,382 | $212.0K | 0.03% | −24−1.0% | Reduced |
| Boston Financial Mangement LLC | 2,400 | $213.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,399 | $213.0K | 0.24% | +2,399 | New |
| Boenning & Scattergood, Inc. | 2,408 | $214.0K | 0.04% | −250−9.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,411 | $214.0K | 0.02% | −19−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,407 | $214.0K | 0.03% | +35+1.5% | Added |
| Checchi Capital Advisers, LLC | 2,422 | $215.0K | 0.03% | +10+0.4% | Added |
| Executive Wealth Management, LLC | 2,439 | $216.0K | 0.02% | −100−3.9% | Reduced |
| Perkins Coie Trust Co | 2,441 | $217.0K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $219.0K | 0.01% | −2,200−47.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,487 | $221.0K | 0.15% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,488 | $221.0K | 0.01% | +2,488 | New |
| Well Done, LLC | 2,498 | $222.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 2,490 | $222.0K | 0.02% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,306 | $222.0K | 0.13% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,506 | $223.0K | 0.04% | +212+9.2% | Added |
| Capstone Financial Advisors, Inc. | 2,506 | $223.0K | 0.02% | +226+9.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $225.0K | 0.11% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 2,527 | $225.0K | 0.17% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,556 | $227.0K | 0.09% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,566 | $228.0K | 0.04% | −1,126−30.5% | Reduced |
| Dowling & Yahnke LLC | 2,562 | $228.0K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,563 | $228.0K | 0.01% | +47+1.9% | Added |
| Lake Street Advisors Group, LLC | 2,389 | $228.0K | 0.02% | −3−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,577 | $229.0K | 0.02% | −130−4.8% | Reduced |
| Toroso Investments, LLC | 2,578 | $229.0K | 0.01% | +2,578 | New |
| Bremer Bank National Association | 2,593 | $230.0K | 0.05% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,617 | $233.0K | 0.23% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,643 | $233.0K | 0.00% | +45+1.7% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $234.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,626 | $234.0K | 0.01% | +2,626 | New |
| IFG Advisors, LLC | 2,670 | $237.0K | 0.11% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,669 | $237.0K | 0.05% | +2,669 | New |
| Strategy Asset Managers LLC | 2,672 | $238.0K | 0.05% | +392+17.2% | Added |
| Baldwin Investment Management, LLC | 2,700 | $240.0K | 0.04% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,695 | $240.0K | 0.05% | +369+15.9% | Added |
| Ieq Capital, LLC | 2,700 | $240.0K | 0.01% | +397+17.2% | Added |
| IFP Advisors, Inc | 2,690 | $242.0K | 0.01% | −886−24.8% | Reduced |
| Axiom Financial Strategies, LLC | 2,716 | $242.0K | 0.11% | −173−6.0% | Reduced |
| Principle Wealth Partners LLC | 2,736 | $243.0K | 0.03% | −54−1.9% | Reduced |
| Autus Asset Management, LLC | 2,731 | $243.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,735 | $243.0K | 0.02% | +2,703+8,446.9% | Added |
| Inscription Capital, LLC | 2,736 | $243.0K | 0.03% | +2,736 | New |
| Walter & Keenan Financial Consulting Co | 2,743 | $244.0K | 0.08% | +2+0.1% | Added |
| Clarius Group, LLC | 2,747 | $244.0K | 0.02% | +88+3.3% | Added |
| Gyon Technologies Capital Management, LP | 2,756 | $245.0K | 0.08% | −295−9.7% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $245.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,782 | $247.0K | 0.02% | −133−4.6% | Reduced |
| Centiva Capital, LP | 2,780 | $247.0K | 0.02% | +2,780 | New |
| International Assets Investment Management, LLC | 2,784 | $248.0K | 0.05% | −7,114−71.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,800 | $249.0K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,837 | $252.0K | 0.01% | −48−1.7% | Reduced |
| Doyle Wealth Management | 2,831 | $252.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $252.0K | 0.13% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,834 | $255.0K | 0.17% | +7+0.2% | Added |
| Qci Asset Management Inc | 2,880 | $256.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,896 | $257.0K | 0.01% | −1,300−31.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,897 | $258.0K | 0.17% | −708−19.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,904 | $258.0K | 0.03% | −350−10.8% | Reduced |
| BTR Capital Management Inc | 2,912 | $259.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,906 | $259.0K | 0.01% | −7−0.2% | Reduced |
| H&H Retirement Design & Management INC | 2,815 | $259.0K | 0.16% | +2,815 | New |
| Investment Partners, Ltd. | 2,922 | $260.0K | 0.12% | +12+0.4% | Added |
| Capula Management Ltd | 2,928 | $260.0K | 0.05% | +2,928 | New |
| White Pine Capital LLC | 2,770 | $261.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,969 | $264.1K | 0.10% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,976 | $265.0K | 0.01% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,985 | $265.5K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3,000 | $267.0K | 0.05% | −310−9.4% | Reduced |
| GSB Wealth Management, LLC | 3,000 | $267.0K | 0.08% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,000 | $267.0K | 0.02% | +3,000 | New |
| Alpha Paradigm Partners, LLC | 3,005 | $267.0K | 0.10% | +3,005 | New |
| Regal Investment Advisors LLC | 3,018 | $268.0K | 0.03% | +3,018 | New |
| CRA Financial Services, LLC | 3,030 | $270.0K | 0.09% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,150 | $280.0K | 0.00% | −5,781−64.7% | Reduced |
| Glenview Trust Co | 3,173 | $282.0K | 0.01% | +55+1.8% | Added |
| Blue Chip Partners, Inc. | 3,209 | $285.0K | 0.04% | −127−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,208 | $285.0K | 0.06% | −21−0.7% | Reduced |
| Bailard, Inc. | 3,203 | $285.0K | 0.01% | +3,203 | New |
| Keystone Financial Group | 3,215 | $286.0K | 0.05% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,215 | $286.2K | 0.03% | −13−0.4% | Reduced |
| Bessemer Group Inc | 3,237 | $288.0K | 0.00% | +927+40.1% | Added |
| Sterling Investment Advisors LLC | 3,250 | $289.0K | 0.17% | 00.0% | Unchanged |
| Mark Stevens | 3,255 | $290.0K | 0.03% | −472−12.7% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $290.0K | 0.05% | −100−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,259 | $290.0K | 0.08% | −100−3.0% | Reduced |
| SkyOak Wealth, LLC | 3,257 | $290.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,256 | $290.0K | 0.01% | +843+34.9% | Added |