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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 3,879 | $345.0K | 0.01% | +270+7.5% | Added |
| Carlson Capital Management | 3,864 | $344.0K | 0.05% | +14+0.4% | Added |
| Bank of New Hampshire | 3,870 | $344.0K | 0.09% | +3,870 | New |
| Gradient Investments LLC | 3,851 | $343.0K | 0.01% | −249−6.1% | Reduced |
| Main Street Financial Solutions, LLC | 3,839 | $342.0K | 0.06% | −268−6.5% | Reduced |
| Hutner Capital Management Inc | 3,825 | $340.0K | 0.22% | 00.0% | Unchanged |
| ING Groep NV | 3,807 | $339.0K | 0.01% | −17,078−81.8% | Reduced |
| AdvisorNet Financial, Inc | 3,810 | $339.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $339.0K | 0.11% | +1,466+62.4% | Added |
| Verition Fund Management LLC | 3,797 | $338.0K | 0.00% | −384−9.2% | Reduced |
| Smith, Moore & Co. | 3,780 | $336.0K | 0.05% | −248−6.2% | Reduced |
| HBK Sorce Advisory LLC | 3,769 | $335.0K | 0.02% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,732 | $332.0K | 0.05% | +559+17.6% | Added |
| Capital Advisors Inc | 3,705 | $330.0K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,682 | $328.0K | 0.02% | 00.0% | Unchanged |
| Farr Miller & Washington LLC | 3,663 | $326.0K | 0.02% | −108−2.9% | Reduced |
| First Heartland Consultants, Inc. | 3,659 | $325.0K | 0.05% | −24−0.7% | Reduced |
| John G Ullman & Associates Inc | 3,650 | $325.0K | 0.04% | +550+17.7% | Added |
| Dynamic Advisor Solutions LLC | 3,642 | $324.0K | 0.03% | +1,106+43.6% | Added |
| Centre Asset Management, LLC | 3,630 | $323.0K | 0.17% | −120−3.2% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,635 | $323.0K | 0.08% | +2+0.1% | Added |
| Financial Advocates Investment Management | 3,621 | $322.0K | 0.02% | +1,105+43.9% | Added |
| Trustmark National Bank Trust Department | 3,580 | $318.0K | 0.03% | −30−0.8% | Reduced |
| Atlantic Trust, LLC | 3,575 | $318.0K | 0.21% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,577 | $318.0K | 0.01% | +3,577 | New |
| Lincoln National Corp | 3,545 | $316.0K | 0.01% | +80+2.3% | Added |
| Successful Portfolios LLC | 3,537 | $315.0K | 0.19% | −26−0.7% | Reduced |
| Norris Perne & French LLP | 3,533 | $314.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,513 | $314.0K | 0.01% | −20−0.6% | Reduced |
| American Portfolios Advisors | 3,527 | $313.7K | 0.01% | +2,628+292.3% | Added |
| BLB&B Advisors, LLC | 3,511 | $312.0K | 0.02% | −150−4.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,502 | $312.0K | 0.00% | +2+0.1% | Added |
| Ascension Asset Management LLC | 3,500 | $311.0K | 0.20% | 00.0% | Unchanged |
| Ergoteles LLC | 3,480 | $310.0K | 0.01% | +3,480 | New |
| Versor Investments LP | 3,470 | $309.0K | 0.01% | +3,470 | New |
| Buckingham Strategic Wealth, LLC | 3,450 | $307.0K | 0.01% | +176+5.4% | Added |
| Osborne Partners Capital Management, LLC | 3,405 | $303.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,378 | $300.0K | 0.02% | −34−1.0% | Reduced |
| Boothbay Fund Management, LLC | 3,350 | $298.0K | 0.01% | +3,350 | New |
| Sentry Investment Management LLC | 3,335 | $297.0K | 0.08% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,335 | $297.0K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,336 | $297.0K | 0.09% | +1,110+49.9% | Added |
| StrongBox Wealth, LLC | 3,311 | $295.0K | 0.17% | +200+6.4% | Added |
| Reynders McVeigh Capital Management, LLC | 3,310 | $294.0K | 0.02% | −450−12.0% | Reduced |
| Crewe Advisors LLC | 3,266 | $291.0K | 0.07% | 00.0% | Unchanged |
| Mark Stevens | 3,255 | $290.0K | 0.03% | −472−12.7% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $290.0K | 0.05% | −100−3.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,259 | $290.0K | 0.08% | −100−3.0% | Reduced |
| SkyOak Wealth, LLC | 3,257 | $290.0K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,256 | $290.0K | 0.01% | +843+34.9% | Added |
| Sterling Investment Advisors LLC | 3,250 | $289.0K | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,237 | $288.0K | 0.00% | +927+40.1% | Added |
| Rehmann Capital Advisory Group | 3,215 | $286.2K | 0.03% | −13−0.4% | Reduced |
| Keystone Financial Group | 3,215 | $286.0K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,209 | $285.0K | 0.04% | −127−3.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,208 | $285.0K | 0.06% | −21−0.7% | Reduced |
| Bailard, Inc. | 3,203 | $285.0K | 0.01% | +3,203 | New |
| Glenview Trust Co | 3,173 | $282.0K | 0.01% | +55+1.8% | Added |
| Federated Hermes, Inc. | 3,150 | $280.0K | 0.00% | −5,781−64.7% | Reduced |
| CRA Financial Services, LLC | 3,030 | $270.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,018 | $268.0K | 0.03% | +3,018 | New |
| Arcadia Investment Management Corp | 3,000 | $267.0K | 0.05% | −310−9.4% | Reduced |
| GSB Wealth Management, LLC | 3,000 | $267.0K | 0.08% | 00.0% | Unchanged |
| PDT Partners, LLC | 3,000 | $267.0K | 0.02% | +3,000 | New |
| Alpha Paradigm Partners, LLC | 3,005 | $267.0K | 0.10% | +3,005 | New |
| Tower Bridge Advisors | 2,985 | $265.5K | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 2,976 | $265.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,969 | $264.1K | 0.10% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,770 | $261.0K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,922 | $260.0K | 0.12% | +12+0.4% | Added |
| Capula Management Ltd | 2,928 | $260.0K | 0.05% | +2,928 | New |
| BTR Capital Management Inc | 2,912 | $259.0K | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,906 | $259.0K | 0.01% | −7−0.2% | Reduced |
| H&H Retirement Design & Management INC | 2,815 | $259.0K | 0.16% | +2,815 | New |
| Hurlow Wealth Management Group, Inc. | 2,897 | $258.0K | 0.17% | −708−19.6% | Reduced |
| Capital Asset Advisory Services LLC | 2,904 | $258.0K | 0.03% | −350−10.8% | Reduced |
| Umb Bank N A | 2,896 | $257.0K | 0.01% | −1,300−31.0% | Reduced |
| Qci Asset Management Inc | 2,880 | $256.0K | 0.02% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,834 | $255.0K | 0.17% | +7+0.2% | Added |
| Financial Counselors Inc | 2,837 | $252.0K | 0.01% | −48−1.7% | Reduced |
| Doyle Wealth Management | 2,831 | $252.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $252.0K | 0.13% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,800 | $249.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 2,784 | $248.0K | 0.05% | −7,114−71.9% | Reduced |
| St Germain D J Co Inc | 2,782 | $247.0K | 0.02% | −133−4.6% | Reduced |
| Centiva Capital, LP | 2,780 | $247.0K | 0.02% | +2,780 | New |
| Gyon Technologies Capital Management, LP | 2,756 | $245.0K | 0.08% | −295−9.7% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $245.0K | 0.00% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,743 | $244.0K | 0.08% | +2+0.1% | Added |
| Clarius Group, LLC | 2,747 | $244.0K | 0.02% | +88+3.3% | Added |
| Principle Wealth Partners LLC | 2,736 | $243.0K | 0.03% | −54−1.9% | Reduced |
| Autus Asset Management, LLC | 2,731 | $243.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,735 | $243.0K | 0.02% | +2,703+8,446.9% | Added |
| Inscription Capital, LLC | 2,736 | $243.0K | 0.03% | +2,736 | New |
| IFP Advisors, Inc | 2,690 | $242.0K | 0.01% | −886−24.8% | Reduced |
| Axiom Financial Strategies, LLC | 2,716 | $242.0K | 0.11% | −173−6.0% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $240.0K | 0.04% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,695 | $240.0K | 0.05% | +369+15.9% | Added |
| Ieq Capital, LLC | 2,700 | $240.0K | 0.01% | +397+17.2% | Added |
| Strategy Asset Managers LLC | 2,672 | $238.0K | 0.05% | +392+17.2% | Added |