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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 4,787 | $426.0K | 0.15% | +4+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 4,800 | $427.0K | 0.11% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,819 | $429.0K | 0.02% | −9,626−66.6% | Reduced |
| Ameritas Investment Partners, Inc. | 4,838 | $430.0K | 0.02% | +4+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 4,850 | $431.0K | 0.08% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,857 | $432.0K | 0.04% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,853 | $432.0K | 0.01% | +1,548+46.8% | Added |
| YorkBridge Wealth Partners, LLC | 4,879 | $434.0K | 0.11% | −1,201−19.8% | Reduced |
| Equitable Holdings, Inc. | 4,882 | $434.0K | 0.01% | +233+5.0% | Added |
| Marino, Stram & Associates LLC | 4,879 | $434.0K | 0.11% | +4,879 | New |
| FourThought Financial, LLC | 4,901 | $435.0K | 0.06% | −1,188−19.5% | Reduced |
| Wealth Architects, LLC | 4,903 | $436.0K | 0.09% | +144+3.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,902 | $436.0K | 0.01% | +390+8.6% | Added |
| Arden Trust Co | 4,955 | $440.0K | 0.07% | −2,166−30.4% | Reduced |
| Alphasimplex Group, LLC | 4,945 | $440.0K | 0.22% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,968 | $442.0K | 0.03% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $446.0K | 0.19% | – | – |
| Fiera Capital Corp | 5,025 | $447.0K | 0.00% | +5,025 | New |
| Duncker Streett & Co Inc | 5,049 | $449.0K | 0.08% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 5,061 | $450.0K | 0.07% | −204−3.9% | Reduced |
| Great Valley Advisor Group, Inc. | 5,075 | $451.0K | 0.03% | −30−0.6% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $452.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,140 | $457.0K | 0.13% | +20.0% | Added |
| North Star Asset Management Inc | 5,185 | $461.0K | 0.03% | −50−1.0% | Reduced |
| Sandy Spring Bank | 5,204 | $463.0K | 0.02% | −178−3.3% | Reduced |
| Boston Family Office LLC | 5,213 | $464.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,243 | $466.0K | 0.08% | 00.0% | Unchanged |
| Compton Capital Management Inc | 5,350 | $476.0K | 0.14% | −500−8.5% | Reduced |
| Almanack Investment Partners, LLC. | 5,353 | $476.0K | 0.05% | +8+0.1% | Added |
| Meeder Asset Management Inc | 5,377 | $478.0K | 0.02% | +721+15.5% | Added |
| LVZ Advisors, Inc. | 5,428 | $483.0K | 0.07% | 00.0% | Unchanged |
| Badgley Phelps & Bell Inc | 5,517 | $491.0K | 0.02% | −627−10.2% | Reduced |
| Brookstone Capital Management | 5,353 | $492.0K | 0.01% | +1,306+32.3% | Added |
| Front Barnett Associates LLC | 5,601 | $498.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,619 | $500.0K | 0.01% | +69+1.2% | Added |
| Illinois Municipal Retirement Fund | 5,703 | $507.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 5,718 | $509.0K | 0.03% | +318+5.9% | Added |
| Ontario Teachers Pension Plan Board | 5,750 | $511.0K | 0.01% | −2,863−33.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,750 | $511.0K | 0.07% | −1,500−20.7% | Reduced |
| SPC Financial, Inc. | 5,750 | $511.0K | 0.06% | −550−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 5,808 | $517.0K | 0.02% | +554+10.5% | Added |
| PNC Managed Account Solutions, Inc. | 5,832 | $519.0K | 0.10% | +5,832 | New |
| Signaturefd, LLC | 5,912 | $526.0K | 0.02% | +264+4.7% | Added |
| FineMark National Bank & Trust | 5,916 | $526.0K | 0.02% | +407+7.4% | Added |
| Vontobel Holding Ltd. | 5,981 | $532.0K | 0.00% | +315+5.6% | Added |
| Courier Capital LLC | 6,120 | $544.0K | 0.05% | 00.0% | Unchanged |
| American Century Companies Inc | 6,144 | $547.0K | 0.00% | −53,075−89.6% | Reduced |
| Northern Oak Wealth Management Inc | 6,218 | $553.0K | 0.07% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 6,247 | $556.0K | 0.02% | −104−1.6% | Reduced |
| Vident Investment Advisory, LLC | 6,339 | $563.0K | 0.02% | −5,050−44.3% | Reduced |
| Old Second National Bank of Aurora | 6,353 | $565.0K | 0.16% | −270−4.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 6,359 | $566.0K | 0.00% | −44,760−87.6% | Reduced |
| Veriti Management LLC | 6,412 | $570.0K | 0.09% | +2,145+50.3% | Added |
| Flputnam Investment Management Co | 6,440 | $573.0K | 0.02% | +283+4.6% | Added |
| Elm Advisors, LLC | 6,502 | $578.0K | 0.34% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 6,533 | $581.0K | 0.27% | +21+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 6,550 | $583.0K | 0.09% | −257−3.8% | Reduced |
| Coastline Trust Co | 6,592 | $586.0K | 0.07% | −235−3.4% | Reduced |
| Los Angeles Capital Management LLC | 6,634 | $590.0K | 0.00% | −9,665−59.3% | Reduced |
| Winch Advisory Services, LLC | 6,698 | $596.0K | 0.21% | +42+0.6% | Added |
| West Paces Advisors Inc. | 6,716 | $597.4K | 0.22% | −279−4.0% | Reduced |
| Orion Portfolio Solutions, LLC | 6,735 | $599.0K | 0.02% | +100+1.5% | Added |
| Advisory Services Network, LLC | 6,748 | $600.0K | 0.02% | +122+1.8% | Added |
| Wedbush Securities Inc | 6,859 | $610.0K | 0.03% | −1,811−20.9% | Reduced |
| Plancorp, LLC | 6,853 | $610.0K | 0.05% | −19−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,873 | $611.0K | 0.04% | −2,562−27.2% | Reduced |
| Chicago Capital, LLC | 6,941 | $617.0K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,726 | $618.0K | 0.03% | −390−5.5% | Reduced |
| Integrated Advisors Network LLC | 6,964 | $619.0K | 0.05% | +4+0.1% | Added |
| Wesbanco Bank Inc | 7,008 | $624.0K | 0.02% | −25−0.4% | Reduced |
| AGF Investments LLC | 7,031 | $625.0K | 0.06% | +7,031 | New |
| Sigma Planning Corp | 7,079 | $630.0K | 0.02% | +261+3.8% | Added |
| Rafferty Asset Management, LLC | 7,099 | $631.0K | 0.00% | +896+14.4% | Added |
| JustInvest LLC | 7,130 | $634.0K | 0.07% | +20+0.3% | Added |
| Bridges Investment Management Inc | 7,200 | $641.0K | 0.02% | 00.0% | Unchanged |
| BP PLC | 7,227 | $643.0K | 0.03% | −3,218−30.8% | Reduced |
| Investment House LLC | 7,300 | $649.0K | 0.05% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,319 | $651.0K | 0.01% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 7,332 | $652.0K | 0.10% | −45−0.6% | Reduced |
| Lantz Financial LLC | 7,357 | $654.0K | 0.34% | +162+2.3% | Added |
| Spire Wealth Management | 7,375 | $656.0K | 0.02% | −2,051−21.8% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 7,371 | $656.0K | 0.72% | +65+0.9% | Added |
| First Quadrant L P | 7,437 | $662.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,496 | $667.0K | 0.05% | −7,140−48.8% | Reduced |
| Echo Street Capital Management LLC | 7,497 | $667.0K | 0.01% | +7,497 | New |
| Chesley Taft & Associates LLC | 7,545 | $671.0K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 7,541 | $671.0K | 0.07% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 7,542 | $671.0K | 0.09% | +61+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 7,582 | $675.0K | 0.03% | +125+1.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,594 | $675.0K | 0.01% | +586+8.4% | Added |
| Wealth Alliance | 7,622 | $678.0K | 0.16% | +1,391+22.3% | Added |
| Eqis Capital Management, Inc. | 7,659 | $681.0K | 0.05% | +1,516+24.7% | Added |
| Northstar Asset Management Inc | 7,703 | $685.2K | 0.18% | +7,703 | New |
| Oppenheimer & Co Inc | 7,807 | $694.0K | 0.01% | +1,577+25.3% | Added |
| Advisors Management Group Inc | 7,842 | $698.0K | 0.21% | −126−1.6% | Reduced |
| PFS Investments Inc. | 7,607 | $699.0K | 0.02% | −11,987−61.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 7,870 | $700.0K | 0.52% | +7,870 | New |
| Snowden Capital Advisors LLC | 7,897 | $702.4K | 0.04% | +1,311+19.9% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $706.0K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 7,954 | $708.0K | 0.20% | +7,954 | New |