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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 3,266 | $291.0K | 0.07% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,310 | $294.0K | 0.02% | −450−12.0% | Reduced |
| StrongBox Wealth, LLC | 3,311 | $295.0K | 0.17% | +200+6.4% | Added |
| Sentry Investment Management LLC | 3,335 | $297.0K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,335 | $297.0K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,336 | $297.0K | 0.09% | +1,110+49.9% | Added |
| Boothbay Fund Management, LLC | 3,350 | $298.0K | 0.01% | +3,350 | New |
| Pitcairn Co | 3,378 | $300.0K | 0.02% | −34−1.0% | Reduced |
| Osborne Partners Capital Management, LLC | 3,405 | $303.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,450 | $307.0K | 0.01% | +176+5.4% | Added |
| Versor Investments LP | 3,470 | $309.0K | 0.01% | +3,470 | New |
| Ergoteles LLC | 3,480 | $310.0K | 0.01% | +3,480 | New |
| Ascension Asset Management LLC | 3,500 | $311.0K | 0.20% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,511 | $312.0K | 0.02% | −150−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,502 | $312.0K | 0.00% | +2+0.1% | Added |
| American Portfolios Advisors | 3,527 | $313.7K | 0.01% | +2,628+292.3% | Added |
| Norris Perne & French LLP | 3,533 | $314.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,513 | $314.0K | 0.01% | −20−0.6% | Reduced |
| Successful Portfolios LLC | 3,537 | $315.0K | 0.19% | −26−0.7% | Reduced |
| Lincoln National Corp | 3,545 | $316.0K | 0.01% | +80+2.3% | Added |
| Trustmark National Bank Trust Department | 3,580 | $318.0K | 0.03% | −30−0.8% | Reduced |
| Atlantic Trust, LLC | 3,575 | $318.0K | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,577 | $318.0K | 0.01% | +3,577 | New |
| Financial Advocates Investment Management | 3,621 | $322.0K | 0.02% | +1,105+43.9% | Added |
| Centre Asset Management, LLC | 3,630 | $323.0K | 0.17% | −120−3.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,635 | $323.0K | 0.08% | +2+0.1% | Added |
| Dynamic Advisor Solutions LLC | 3,642 | $324.0K | 0.03% | +1,106+43.6% | Added |
| First Heartland Consultants, Inc. | 3,659 | $325.0K | 0.05% | −24−0.7% | Reduced |
| John G Ullman & Associates Inc | 3,650 | $325.0K | 0.04% | +550+17.7% | Added |
| Farr Miller & Washington LLC | 3,663 | $326.0K | 0.02% | −108−2.9% | Reduced |
| Symmetry Partners, LLC | 3,682 | $328.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,705 | $330.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,732 | $332.0K | 0.05% | +559+17.6% | Added |
| HBK Sorce Advisory LLC | 3,769 | $335.0K | 0.02% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,780 | $336.0K | 0.05% | −248−6.2% | Reduced |
| Verition Fund Management LLC | 3,797 | $338.0K | 0.00% | −384−9.2% | Reduced |
| ING Groep NV | 3,807 | $339.0K | 0.01% | −17,078−81.8% | Reduced |
| AdvisorNet Financial, Inc | 3,810 | $339.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $339.0K | 0.11% | +1,466+62.4% | Added |
| Hutner Capital Management Inc | 3,825 | $340.0K | 0.22% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,839 | $342.0K | 0.06% | −268−6.5% | Reduced |
| Gradient Investments LLC | 3,851 | $343.0K | 0.01% | −249−6.1% | Reduced |
| Carlson Capital Management | 3,864 | $344.0K | 0.05% | +14+0.4% | Added |
| Bank of New Hampshire | 3,870 | $344.0K | 0.09% | +3,870 | New |
| Park Avenue Securities LLC | 3,879 | $345.0K | 0.01% | +270+7.5% | Added |
| Bank of Stockton | 3,932 | $350.0K | 0.11% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,898 | $352.0K | 0.03% | +44+1.1% | Added |
| Stephens Inc | 3,990 | $355.0K | 0.01% | −1,317−24.8% | Reduced |
| Cerity Partners LLC | 3,991 | $355.0K | 0.01% | +303+8.2% | Added |
| PAX Financial Group, LLC | 4,005 | $356.0K | 0.09% | +465+13.1% | Added |
| Cipher Capital LP | 4,040 | $359.0K | 0.20% | −37,689−90.3% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $361.0K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $361.9K | 0.15% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 4,066 | $362.0K | 0.01% | −232−5.4% | Reduced |
| Isthmus Partners, LLC | 4,082 | $363.0K | 0.06% | −100−2.4% | Reduced |
| Resources Investment Advisors, LLC. | 4,097 | $364.0K | 0.02% | +7+0.2% | Added |
| DuPont Capital Management Corp | 4,115 | $366.0K | 0.01% | −5,224−55.9% | Reduced |
| Vaughan David Investments LLC | 4,126 | $367.0K | 0.01% | +20+0.5% | Added |
| 1st Source Bank | 4,155 | $370.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,164 | $370.0K | 0.04% | +15+0.4% | Added |
| Hanson & Doremus Investment Management | 3,823 | $370.0K | 0.11% | +113+3.0% | Added |
| Alpha Cubed Investments, LLC | 4,173 | $371.0K | 0.03% | 00.0% | Unchanged |
| Palladium Partners LLC | 4,196 | $373.0K | 0.02% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 4,265 | $379.0K | 0.28% | −80−1.8% | Reduced |
| Wintrust Investments LLC | 4,261 | $379.0K | 0.04% | +324+8.2% | Added |
| Tarbox Family Office, Inc. | 4,281 | $381.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,286 | $381.0K | 0.35% | +4,286 | New |
| Kovack Advisors, Inc. | 4,306 | $383.0K | 0.04% | +142+3.4% | Added |
| Bradley Foster & Sargent Inc | 4,316 | $384.0K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,368 | $389.0K | 0.09% | +245+5.9% | Added |
| Simplex Trading, LLC | 4,377 | $389.0K | 0.01% | +2,734+166.4% | Added |
| Parallel Advisors, LLC | 4,409 | $392.0K | 0.02% | +1,442+48.6% | Added |
| Becker Capital Management Inc | 4,414 | $393.0K | 0.02% | −376−7.8% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $395.0K | 0.02% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $397.0K | 0.23% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,472 | $398.0K | 0.08% | +104+2.4% | Added |
| Jones Financial Companies LLLP | 4,471 | $398.0K | 0.00% | +3,997+843.2% | Added |
| Winton Group Ltd | 4,484 | $399.0K | 0.02% | +321+7.7% | Added |
| Moody Lynn & Lieberson, LLC | 4,508 | $401.0K | 0.03% | −41−0.9% | Reduced |
| Chicago Trust Co NA | 4,515 | $402.0K | 0.10% | −3,973−46.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,535 | $403.0K | 0.05% | −4−0.1% | Reduced |
| Buckley Wealth Management, LLC | 4,535 | $403.0K | 0.14% | +103+2.3% | Added |
| Hudock, Inc. | 4,572 | $406.0K | 0.12% | +16+0.4% | Added |
| Balasa Dinverno & Foltz LLC | 4,575 | $407.0K | 0.03% | +4,575 | New |
| Fukoku Mutual Life Insurance Co | 4,600 | $409.0K | 0.03% | −500−9.8% | Reduced |
| Citizens Financial Group Inc | 4,622 | $411.0K | 0.02% | −3−0.1% | Reduced |
| Advisors Capital Management, LLC | 4,628 | $412.0K | 0.01% | +8+0.2% | Added |
| Independent Financial Group, LLC | 4,652 | $413.8K | 0.04% | +797+20.7% | Added |
| Marshall Wace North America L.P. | 4,683 | $417.0K | 0.00% | −9,822−67.7% | Reduced |
| Cetera Advisors LLC | 4,690 | $417.0K | 0.01% | +950+25.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,685 | $417.0K | 0.04% | +1,080+30.0% | Added |
| Carl P. Sherr & Co., LLC | 4,725 | $420.0K | 0.29% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,732 | $421.0K | 0.05% | −3,369−41.6% | Reduced |
| Busey Wealth Management | 4,734 | $421.0K | 0.02% | +753+18.9% | Added |
| Diversified Trust Co | 4,753 | $423.0K | 0.02% | −2,807−37.1% | Reduced |
| Clearstead Advisors, LLC | 4,760 | $423.0K | 0.03% | +7+0.1% | Added |
| Raymond James Trust N.A. | 4,759 | $424.0K | 0.01% | −370−7.2% | Reduced |
| Horizon Investments, LLC | 4,769 | $424.0K | 0.01% | +280+6.2% | Added |
| Boston Private Wealth LLC | 4,775 | $425.0K | 0.01% | −148−3.0% | Reduced |
| Zacks Investment Management | 4,773 | $425.0K | 0.01% | +2,054+75.5% | Added |