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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 5,981 | $532.0K | 0.00% | +315+5.6% | Added |
| 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 |
| PNC Managed Account Solutions, Inc. | 5,832 | $519.0K | 0.10% | +5,832 | New |
| Exchange Traded Concepts, LLC | 5,808 | $517.0K | 0.02% | +554+10.5% | 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 |
| Mid Atlantic Financial Management Inc | 5,718 | $509.0K | 0.03% | +318+5.9% | Added |
| Illinois Municipal Retirement Fund | 5,703 | $507.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,619 | $500.0K | 0.01% | +69+1.2% | Added |
| Front Barnett Associates LLC | 5,601 | $498.0K | 0.05% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,353 | $492.0K | 0.01% | +1,306+32.3% | Added |
| Badgley Phelps & Bell Inc | 5,517 | $491.0K | 0.02% | −627−10.2% | Reduced |
| LVZ Advisors, Inc. | 5,428 | $483.0K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,377 | $478.0K | 0.02% | +721+15.5% | Added |
| 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 |
| Trust Co of Toledo NA | 5,243 | $466.0K | 0.08% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,213 | $464.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 5,204 | $463.0K | 0.02% | −178−3.3% | Reduced |
| North Star Asset Management Inc | 5,185 | $461.0K | 0.03% | −50−1.0% | Reduced |
| Parkside Financial Bank & Trust | 5,140 | $457.0K | 0.13% | +20.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $452.0K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 5,075 | $451.0K | 0.03% | −30−0.6% | Reduced |
| Marcum Wealth, LLC | 5,061 | $450.0K | 0.07% | −204−3.9% | Reduced |
| Duncker Streett & Co Inc | 5,049 | $449.0K | 0.08% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,025 | $447.0K | 0.00% | +5,025 | New |
| Fulcrum Asset Management LLP | – | $446.0K | 0.19% | – | – |
| Smithfield Trust Co | 4,968 | $442.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| FourThought Financial, LLC | 4,901 | $435.0K | 0.06% | −1,188−19.5% | Reduced |
| 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 |
| 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 |
| First Fiduciary Investment Counsel, Inc. | 4,850 | $431.0K | 0.08% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,838 | $430.0K | 0.02% | +4+0.1% | Added |
| Blueshift Asset Management, LLC | 4,819 | $429.0K | 0.02% | −9,626−66.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,800 | $427.0K | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 4,787 | $426.0K | 0.15% | +4+0.1% | 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 |
| 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 |
| 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 |
| 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 |
| Carl P. Sherr & Co., LLC | 4,725 | $420.0K | 0.29% | 00.0% | Unchanged |
| 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 |
| Independent Financial Group, LLC | 4,652 | $413.8K | 0.04% | +797+20.7% | Added |
| Advisors Capital Management, LLC | 4,628 | $412.0K | 0.01% | +8+0.2% | Added |
| Citizens Financial Group Inc | 4,622 | $411.0K | 0.02% | −3−0.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,600 | $409.0K | 0.03% | −500−9.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 4,575 | $407.0K | 0.03% | +4,575 | New |
| Hudock, Inc. | 4,572 | $406.0K | 0.12% | +16+0.4% | Added |
| 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 |
| Chicago Trust Co NA | 4,515 | $402.0K | 0.10% | −3,973−46.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,508 | $401.0K | 0.03% | −41−0.9% | Reduced |
| Winton Group Ltd | 4,484 | $399.0K | 0.02% | +321+7.7% | Added |
| 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 |
| CMC Financial Group | 4,464 | $397.0K | 0.23% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 4,438 | $395.0K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,414 | $393.0K | 0.02% | −376−7.8% | Reduced |
| Parallel Advisors, LLC | 4,409 | $392.0K | 0.02% | +1,442+48.6% | Added |
| 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 |
| Bradley Foster & Sargent Inc | 4,316 | $384.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,306 | $383.0K | 0.04% | +142+3.4% | 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 |
| 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 |
| Palladium Partners LLC | 4,196 | $373.0K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,173 | $371.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Vaughan David Investments LLC | 4,126 | $367.0K | 0.01% | +20+0.5% | Added |
| DuPont Capital Management Corp | 4,115 | $366.0K | 0.01% | −5,224−55.9% | Reduced |
| Resources Investment Advisors, LLC. | 4,097 | $364.0K | 0.02% | +7+0.2% | Added |
| Isthmus Partners, LLC | 4,082 | $363.0K | 0.06% | −100−2.4% | Reduced |
| Peapack Gladstone Financial Corp | 4,066 | $362.0K | 0.01% | −232−5.4% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $361.9K | 0.15% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $361.0K | 0.03% | 00.0% | Unchanged |
| Cipher Capital LP | 4,040 | $359.0K | 0.20% | −37,689−90.3% | Reduced |
| PAX Financial Group, LLC | 4,005 | $356.0K | 0.09% | +465+13.1% | 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 |
| Csenge Advisory Group | 3,898 | $352.0K | 0.03% | +44+1.1% | Added |
| Bank of Stockton | 3,932 | $350.0K | 0.11% | 00.0% | Unchanged |