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 |
|---|---|---|---|---|---|
| Beaton Management Co. Inc. | 7,971 | $709.0K | 0.45% | 00.0% | Unchanged |
| Quantitative Systematic Strategies LLC | 8,124 | $723.0K | 0.25% | +8,124 | New |
| Kinneret Advisory, LLC | 8,144 | $724.0K | 0.09% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 8,134 | $724.0K | 0.47% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,147 | $724.0K | 0.06% | +13+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $725.0K | 0.04% | +8,151 | New |
| Searle & Co. | 8,200 | $729.0K | 0.30% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,200 | $729.0K | 0.16% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,210 | $730.0K | 0.08% | −523−6.0% | Reduced |
| Wetherby Asset Management Inc | 8,202 | $730.0K | 0.04% | −433−5.0% | Reduced |
| Bridgefront Capital, LLC | 8,245 | $733.0K | 0.28% | +8,245 | New |
| Cetera Investment Advisers | 8,324 | $740.0K | 0.01% | +1,896+29.5% | Added |
| Montag A & Associates Inc | 8,414 | $748.0K | 0.04% | 00.0% | Unchanged |
| World Asset Management Inc | 8,435 | $750.0K | 0.07% | −155−1.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,842 | $751.0K | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 8,547 | $760.0K | 0.03% | −1,240−12.7% | Reduced |
| Veritable, L.P. | 8,635 | $768.0K | 0.01% | +139+1.6% | Added |
| Bryn Mawr Trust Co | 8,630 | $768.0K | 0.03% | +1,452+20.2% | Added |
| Fiduciary Trust Co | 8,722 | $775.0K | 0.02% | −4,761−35.3% | Reduced |
| Chelsea Counsel Co | 8,729 | $776.0K | 0.36% | 00.0% | Unchanged |
| Private Trust Co NA | 8,738 | $777.0K | 0.12% | −134−1.5% | Reduced |
| Mission Wealth Management, LP | 8,788 | $782.0K | 0.04% | −19−0.2% | Reduced |
| IBM Retirement Fund | 8,908 | $792.0K | 0.06% | −1,925−17.8% | Reduced |
| Castellan Group, LLC | 8,960 | $797.0K | 0.33% | −640−6.7% | Reduced |
| Rockland Trust Co | 9,013 | $802.0K | 0.06% | −800−8.2% | Reduced |
| Johnson Investment Counsel Inc | 9,044 | $804.0K | 0.01% | −1,978−17.9% | Reduced |
| Prospera Financial Services Inc | 9,071 | $807.0K | 0.04% | +56+0.6% | Added |
| Resources Management Corp | 9,085 | $808.0K | 0.11% | −305−3.2% | Reduced |
| Davenport & Co LLC | 9,096 | $809.0K | 0.01% | +129+1.4% | Added |
| Spinnaker Trust | 9,298 | $827.0K | 0.06% | −140−1.5% | Reduced |
| AXA S.A. | 9,343 | $831.0K | 0.00% | +761+8.9% | Added |
| WNY Asset Management, LLC | 9,401 | $836.0K | 0.30% | +45+0.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,446 | $840.0K | 0.37% | −50−0.5% | Reduced |
| Greenleaf Trust | 9,572 | $851.0K | 0.01% | +423+4.6% | Added |
| Carret Asset Management, LLC | 9,600 | $854.0K | 0.10% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9,746 | $867.0K | 0.31% | +115+1.2% | Added |
| ICW Investment Advisors LLC | 9,770 | $869.0K | 0.57% | +231+2.4% | Added |
| Tower Research Capital LLC (TRC) | 9,798 | $872.0K | 0.02% | −29,928−75.3% | Reduced |
| Cigna Investments Inc | 9,822 | $873.0K | 0.06% | −1,541−13.6% | Reduced |
| Apollon Wealth Management, LLC | 9,886 | $879.0K | 0.16% | −486−4.7% | Reduced |
| Rowland & Co Investment Counsel | 9,885 | $879.3K | 0.22% | 00.0% | Unchanged |
| Alley Co LLC | 9,953 | $885.0K | 0.16% | −210−2.1% | Reduced |
| American State Bank (Iowa) | 9,951 | $885.1K | 0.69% | 00.0% | Unchanged |
| Brown Capital Management LLC | 10,099 | $898.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 10,091 | $898.0K | 0.01% | +9,650+2,188.2% | Added |
| Kesler, Norman & Wride, LLC | 9,611 | $905.0K | 0.21% | +35+0.4% | Added |
| Sumitomo Life Insurance Co | 10,208 | $908.0K | 0.03% | −1,772−14.8% | Reduced |
| Legacy Private Trust Co. | 10,387 | $924.0K | 0.08% | −495−4.5% | Reduced |
| D.A. Davidson & Co. | 10,420 | $927.0K | 0.01% | +170+1.7% | Added |
| Central Trust Co | 10,479 | $932.0K | 0.03% | +33+0.3% | Added |
| Ameritas Investment Company, LLC | 10,597 | $947.0K | 0.05% | −722−6.4% | Reduced |
| Belpointe Asset Management LLC | 10,666 | $949.0K | 0.07% | +7,028+193.2% | Added |
| Independent Advisor Alliance | 10,682 | $950.0K | 0.05% | +1,110+11.6% | Added |
| HM Payson & Co | 10,945 | $974.0K | 0.02% | −958−8.0% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,952 | $974.0K | 0.86% | −567−4.9% | Reduced |
| Advisor Partners LLC | 10,953 | $974.0K | 0.06% | −127−1.1% | Reduced |
| Valmark Advisers, Inc. | 11,040 | $982.0K | 0.02% | +390+3.7% | Added |
| MML Investors Services, LLC | 11,037 | $982.0K | 0.01% | +518+4.9% | Added |
| IHT Wealth Management, LLC | 11,060 | $984.0K | 0.06% | +5,720+107.1% | Added |
| Paloma Partners Management Co | 11,079 | $985.0K | 0.03% | +11,079 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,154 | $992.0K | 0.00% | +396+3.7% | Added |
| Wellington Management Group LLP | 11,295 | $1.00M | 0.00% | +4,945+77.9% | Added |
| Magnetar Financial LLC | 11,389 | $1.01M | 0.01% | +11,389 | New |
| Geneos Wealth Management Inc. | 11,366 | $1.02M | 0.04% | −2,385−17.3% | Reduced |
| Wellington Shields Capital Management, LLC | 11,512 | $1.02M | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,657 | $1.04M | 0.01% | −681−5.5% | Reduced |
| Aigen Investment Management, LP | 11,770 | $1.05M | 0.18% | +11,770 | New |
| Benjamin Edwards Inc | 11,819 | $1.05M | 0.72% | −202−1.7% | Reduced |
| North Star Investment Management Corp. | 11,855 | $1.05M | 0.08% | +6+0.1% | Added |
| Wealthspire Advisors, LLC | 12,112 | $1.08M | 0.03% | −3,600−22.9% | Reduced |
| Private Advisor Group, LLC | 12,118 | $1.08M | 0.01% | −18−0.1% | Reduced |
| Midwest Professional Planners, LTD. | 12,158 | $1.08M | 0.56% | +12,158 | New |
| Y-Intercept (Hong Kong) Ltd | 12,376 | $1.10M | 0.28% | +12,376 | New |
| Vista Capital Partners, Inc. | 12,495 | $1.11M | 0.16% | +12,495 | New |
| Kerntke Otto McGlone Wealth Management Group | 12,593 | $1.12M | 0.45% | −867−6.4% | Reduced |
| Hummer Financial Advisory Services Inc | 12,601 | $1.12M | 1.04% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 12,944 | $1.15M | 0.12% | 00.0% | Unchanged |
| Welch & Forbes LLC | 13,048 | $1.16M | 0.02% | −114−0.9% | Reduced |
| Savant Capital, LLC | 13,128 | $1.17M | 0.05% | +10.0% | Added |
| Marietta Investment Partners LLC | 13,436 | $1.20M | 0.27% | −120−0.9% | Reduced |
| Colony Group LLC | 13,496 | $1.20M | 0.02% | −10.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 13,600 | $1.21M | 0.00% | +13,600 | New |
| Profund Advisors LLC | 13,612 | $1.21M | 0.04% | −686−4.8% | Reduced |
| Stock Yards Bank & Trust Co | 13,698 | $1.22M | 0.08% | −125−0.9% | Reduced |
| Jackson Wealth Management, LLC | 13,863 | $1.23M | 0.16% | −304−2.1% | Reduced |
| Tiaa, FSB | 14,122 | $1.26M | 0.00% | −536−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,325 | $1.27M | 0.02% | +25+0.2% | Added |
| M&T Bank Corp | 14,530 | $1.29M | 0.01% | −1,550−9.6% | Reduced |
| QS Investors, LLC | 14,534 | $1.29M | 0.02% | +834+6.1% | Added |
| Conning Inc. | 14,595 | $1.30M | 0.04% | −366−2.4% | Reduced |
| Regentatlantic Capital LLC | 14,748 | $1.31M | 0.04% | +656+4.7% | Added |
| Kestra Advisory Services, LLC | 14,888 | $1.32M | 0.02% | +1,410+10.5% | Added |
| Landaas & Co | 15,156 | $1.35M | 0.75% | +109+0.7% | Added |
| South Dakota Investment Council | 15,162 | $1.35M | 0.02% | −2,610−14.7% | Reduced |
| Venturi Wealth Management, LLC | 15,202 | $1.35M | 0.12% | −2,037−11.8% | Reduced |
| Baillie Gifford & Co | 15,233 | $1.35M | 0.00% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 15,242 | $1.36M | 0.18% | +15+0.1% | Added |
| RFG Advisory, LLC | 15,326 | $1.36M | 0.12% | +871+6.0% | Added |
| Jane Street Group, LLC | 15,400 | $1.37M | 0.00% | −1,464−8.7% | Reduced |
| Oarsman Capital, Inc. | 15,559 | $1.38M | 0.55% | −605−3.7% | Reduced |