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 |
|---|---|---|---|---|---|
| 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 |
| American State Bank (Iowa) | 9,951 | $885.1K | 0.69% | 00.0% | Unchanged |
| Alley Co LLC | 9,953 | $885.0K | 0.16% | −210−2.1% | Reduced |
| Rowland & Co Investment Counsel | 9,885 | $879.3K | 0.22% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,886 | $879.0K | 0.16% | −486−4.7% | Reduced |
| Cigna Investments Inc | 9,822 | $873.0K | 0.06% | −1,541−13.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,798 | $872.0K | 0.02% | −29,928−75.3% | Reduced |
| ICW Investment Advisors LLC | 9,770 | $869.0K | 0.57% | +231+2.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 9,746 | $867.0K | 0.31% | +115+1.2% | Added |
| Carret Asset Management, LLC | 9,600 | $854.0K | 0.10% | 00.0% | Unchanged |
| Greenleaf Trust | 9,572 | $851.0K | 0.01% | +423+4.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 9,446 | $840.0K | 0.37% | −50−0.5% | Reduced |
| WNY Asset Management, LLC | 9,401 | $836.0K | 0.30% | +45+0.5% | Added |
| AXA S.A. | 9,343 | $831.0K | 0.00% | +761+8.9% | Added |
| Spinnaker Trust | 9,298 | $827.0K | 0.06% | −140−1.5% | Reduced |
| Davenport & Co LLC | 9,096 | $809.0K | 0.01% | +129+1.4% | Added |
| Resources Management Corp | 9,085 | $808.0K | 0.11% | −305−3.2% | Reduced |
| Prospera Financial Services Inc | 9,071 | $807.0K | 0.04% | +56+0.6% | Added |
| Johnson Investment Counsel Inc | 9,044 | $804.0K | 0.01% | −1,978−17.9% | Reduced |
| Rockland Trust Co | 9,013 | $802.0K | 0.06% | −800−8.2% | Reduced |
| Castellan Group, LLC | 8,960 | $797.0K | 0.33% | −640−6.7% | Reduced |
| IBM Retirement Fund | 8,908 | $792.0K | 0.06% | −1,925−17.8% | Reduced |
| Mission Wealth Management, LP | 8,788 | $782.0K | 0.04% | −19−0.2% | Reduced |
| Private Trust Co NA | 8,738 | $777.0K | 0.12% | −134−1.5% | Reduced |
| Chelsea Counsel Co | 8,729 | $776.0K | 0.36% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,722 | $775.0K | 0.02% | −4,761−35.3% | 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 |
| Allstate Corp | 8,547 | $760.0K | 0.03% | −1,240−12.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,842 | $751.0K | 0.03% | 00.0% | Unchanged |
| World Asset Management Inc | 8,435 | $750.0K | 0.07% | −155−1.8% | Reduced |
| Montag A & Associates Inc | 8,414 | $748.0K | 0.04% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,324 | $740.0K | 0.01% | +1,896+29.5% | Added |
| Bridgefront Capital, LLC | 8,245 | $733.0K | 0.28% | +8,245 | New |
| 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 |
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $725.0K | 0.04% | +8,151 | 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 |
| Quantitative Systematic Strategies LLC | 8,124 | $723.0K | 0.25% | +8,124 | New |
| Beaton Management Co. Inc. | 7,971 | $709.0K | 0.45% | 00.0% | Unchanged |
| West Family Investments, Inc. | 7,954 | $708.0K | 0.20% | +7,954 | New |
| Aristotle Atlantic Partners, LLC | 7,941 | $706.0K | 0.05% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,897 | $702.4K | 0.04% | +1,311+19.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,870 | $700.0K | 0.52% | +7,870 | New |
| PFS Investments Inc. | 7,607 | $699.0K | 0.02% | −11,987−61.2% | Reduced |
| Advisors Management Group Inc | 7,842 | $698.0K | 0.21% | −126−1.6% | Reduced |
| Oppenheimer & Co Inc | 7,807 | $694.0K | 0.01% | +1,577+25.3% | Added |
| Northstar Asset Management Inc | 7,703 | $685.2K | 0.18% | +7,703 | New |
| Eqis Capital Management, Inc. | 7,659 | $681.0K | 0.05% | +1,516+24.7% | Added |
| Wealth Alliance | 7,622 | $678.0K | 0.16% | +1,391+22.3% | 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 |
| 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 |
| 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 |
| First Quadrant L P | 7,437 | $662.0K | 0.08% | 00.0% | Unchanged |
| 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 |
| Lantz Financial LLC | 7,357 | $654.0K | 0.34% | +162+2.3% | Added |
| Ropes Wealth Advisors LLC | 7,332 | $652.0K | 0.10% | −45−0.6% | Reduced |
| Mairs & Power Inc | 7,319 | $651.0K | 0.01% | 00.0% | Unchanged |
| Investment House LLC | 7,300 | $649.0K | 0.05% | 00.0% | Unchanged |
| BP PLC | 7,227 | $643.0K | 0.03% | −3,218−30.8% | Reduced |
| Bridges Investment Management Inc | 7,200 | $641.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 7,130 | $634.0K | 0.07% | +20+0.3% | Added |
| Rafferty Asset Management, LLC | 7,099 | $631.0K | 0.00% | +896+14.4% | Added |
| Sigma Planning Corp | 7,079 | $630.0K | 0.02% | +261+3.8% | Added |
| AGF Investments LLC | 7,031 | $625.0K | 0.06% | +7,031 | New |
| Wesbanco Bank Inc | 7,008 | $624.0K | 0.02% | −25−0.4% | Reduced |
| Integrated Advisors Network LLC | 6,964 | $619.0K | 0.05% | +4+0.1% | Added |
| Foundations Investment Advisors, LLC | 6,726 | $618.0K | 0.03% | −390−5.5% | Reduced |
| Chicago Capital, LLC | 6,941 | $617.0K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,873 | $611.0K | 0.04% | −2,562−27.2% | Reduced |
| 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 |
| Advisory Services Network, LLC | 6,748 | $600.0K | 0.02% | +122+1.8% | Added |
| Orion Portfolio Solutions, LLC | 6,735 | $599.0K | 0.02% | +100+1.5% | Added |
| West Paces Advisors Inc. | 6,716 | $597.4K | 0.22% | −279−4.0% | Reduced |
| Winch Advisory Services, LLC | 6,698 | $596.0K | 0.21% | +42+0.6% | Added |
| Los Angeles Capital Management LLC | 6,634 | $590.0K | 0.00% | −9,665−59.3% | Reduced |
| Coastline Trust Co | 6,592 | $586.0K | 0.07% | −235−3.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,550 | $583.0K | 0.09% | −257−3.8% | Reduced |
| MPS Loria Financial Planners, LLC | 6,533 | $581.0K | 0.27% | +21+0.3% | Added |
| Elm Advisors, LLC | 6,502 | $578.0K | 0.34% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,440 | $573.0K | 0.02% | +283+4.6% | Added |
| Veriti Management LLC | 6,412 | $570.0K | 0.09% | +2,145+50.3% | Added |
| Jacobs Levy Equity Management, Inc | 6,359 | $566.0K | 0.00% | −44,760−87.6% | Reduced |
| Old Second National Bank of Aurora | 6,353 | $565.0K | 0.16% | −270−4.1% | Reduced |
| Vident Investment Advisory, LLC | 6,339 | $563.0K | 0.02% | −5,050−44.3% | Reduced |
| Tiedemann Advisors, LLC | 6,247 | $556.0K | 0.02% | −104−1.6% | Reduced |
| Northern Oak Wealth Management Inc | 6,218 | $553.0K | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 6,144 | $547.0K | 0.00% | −53,075−89.6% | Reduced |
| Courier Capital LLC | 6,120 | $544.0K | 0.05% | 00.0% | Unchanged |