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 |
|---|---|---|---|---|---|
| HighMark Wealth Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 94 | $8.00K | 0.00% | +41+77.4% | Added |
| Eagle Bay Advisors LLC | 74 | $8.00K | 0.01% | +74 | New |
| Fieldpoint Private Securities, LLC | 75 | $7.00K | 0.00% | −20−21.1% | Reduced |
| Solstein Capital, LLC | 82 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 84 | $7.00K | 0.00% | +41+95.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 62 | $6.00K | 0.00% | +8+14.8% | Added |
| Baystate Wealth Management LLC | 62 | $6.00K | 0.00% | +62 | New |
| McIlrath & Eck, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 60 | $5.00K | 0.00% | +21+53.8% | Added |
| Federation des caisses Desjardins du Quebec | 54 | $4.80K | 0.00% | −853−94.0% | Reduced |
| Aua Capital Management, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 36 | $4.00K | 0.00% | −13−26.5% | Reduced |
| JJJ Advisors Inc. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $4.00K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 40 | $3.56K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 34 | $3.02K | 0.00% | +34 | New |
| Logan Capital Management Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 19 | $2.00K | 0.00% | −25−56.8% | Reduced |
| True Link Financial Advisors, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $2.00K | 0.00% | −8−30.8% | Reduced |
| Standard Family Office LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $1.51K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 12 | $1.00K | 0.00% | −588−98.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 14 | $1.00K | 0.00% | −44−75.9% | Reduced |
| Westside Investment Management, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 6 | $1.00K | 0.00% | +6 | New |
| Kelly Financial Services LLC | 5,782 | $65 | 0.00% | +5,717+8,795.4% | Added |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −277,800−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −56,761−100.0% | Sold out |
| LNZ Capital LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −42,864−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,759−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −20,110−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −18,971−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −17,715−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −17,585−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −14,150−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −11,660−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −6,325−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −5,879−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −5,169−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Austin Private Wealth, LLC | 0 | $0 | 0.00% | −3,838−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| Founders Financial Securities LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −2,483−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,461−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Pekin Hardy Strauss, Inc. | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| Capital Management Corp | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Birch Hill Investment Advisors LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Altium Wealth Management LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Exchange Capital Management, Inc. | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Thompson Investment Management, Inc. | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| Godshalk Welsh Capital Management, Inc. | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| MBE Wealth Management, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,599−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −1,424−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,395−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Regal Wealth Group, Inc. | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |