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 |
|---|---|---|---|---|---|
| IFG Advisors, LLC | 2,670 | $237.0K | 0.11% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,669 | $237.0K | 0.05% | +2,669 | New |
| Beese Fulmer Investment Management, Inc. | 2,628 | $234.0K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,626 | $234.0K | 0.01% | +2,626 | New |
| Johnson Midwest Financial, LLC | 2,617 | $233.0K | 0.23% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,643 | $233.0K | 0.00% | +45+1.7% | Added |
| Bremer Bank National Association | 2,593 | $230.0K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,577 | $229.0K | 0.02% | −130−4.8% | Reduced |
| Toroso Investments, LLC | 2,578 | $229.0K | 0.01% | +2,578 | New |
| V Wealth Advisors LLC | 2,566 | $228.0K | 0.04% | −1,126−30.5% | Reduced |
| Dowling & Yahnke LLC | 2,562 | $228.0K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,563 | $228.0K | 0.01% | +47+1.9% | Added |
| Lake Street Advisors Group, LLC | 2,389 | $228.0K | 0.02% | −3−0.1% | Reduced |
| Fairhaven Wealth Management, LLC | 2,556 | $227.0K | 0.09% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $225.0K | 0.11% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 2,527 | $225.0K | 0.17% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,506 | $223.0K | 0.04% | +212+9.2% | Added |
| Capstone Financial Advisors, Inc. | 2,506 | $223.0K | 0.02% | +226+9.9% | Added |
| Well Done, LLC | 2,498 | $222.0K | 0.05% | 00.0% | Unchanged |
| Simmons Bank | 2,490 | $222.0K | 0.02% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,306 | $222.0K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,487 | $221.0K | 0.15% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 2,488 | $221.0K | 0.01% | +2,488 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $219.0K | 0.01% | −2,200−47.2% | Reduced |
| Perkins Coie Trust Co | 2,441 | $217.0K | 0.07% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 2,439 | $216.0K | 0.02% | −100−3.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,422 | $215.0K | 0.03% | +10+0.4% | Added |
| Boenning & Scattergood, Inc. | 2,408 | $214.0K | 0.04% | −250−9.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,411 | $214.0K | 0.02% | −19−0.8% | Reduced |
| SeaCrest Wealth Management, LLC | 2,407 | $214.0K | 0.03% | +35+1.5% | Added |
| Boston Financial Mangement LLC | 2,400 | $213.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,399 | $213.0K | 0.24% | +2,399 | New |
| Brown Advisory Securities, LLC | 2,382 | $212.0K | 0.03% | −24−1.0% | Reduced |
| First Commonwealth Financial Corp | 2,372 | $211.0K | 0.07% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,370 | $211.0K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,350 | $209.0K | 0.03% | 00.0% | Unchanged |
| 6 Meridian | 2,338 | $208.0K | 0.02% | −82−3.4% | Reduced |
| Intrust Bank NA | 2,338 | $208.0K | 0.03% | −8−0.3% | Reduced |
| Homrich & Berg | 2,328 | $207.0K | 0.00% | −1,093−31.9% | Reduced |
| Roman Butler Fullerton & Co | 2,329 | $207.0K | 0.10% | +16+0.7% | Added |
| First Command Bank | 2,327 | $207.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,327 | $207.0K | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,314 | $206.0K | 0.00% | +2,314 | New |
| Tokio Marine Asset Management Co Ltd | 2,317 | $206.0K | 0.02% | +2,317 | New |
| Level Four Advisory Services, LLC | 2,286 | $203.0K | 0.01% | −11,130−83.0% | Reduced |
| J.W. Cole Advisors, Inc. | 2,271 | $202.0K | 0.02% | +38+1.7% | Added |
| CWA Asset Management Group, LLC | 2,234 | $201.0K | 0.02% | +2,234 | New |
| Walkner Condon Financial Advisors LLC | 2,250 | $201.0K | 0.07% | +2,250 | New |
| CFM Wealth Partners LLC | 2,245 | $200.0K | 0.05% | −17−0.8% | Reduced |
| TSFG, LLC | 2,221 | $198.0K | 0.08% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,199 | $196.0K | 0.03% | −109−4.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,168 | $193.0K | 0.04% | +6+0.3% | Added |
| BerganKDV Wealth Management, LLC | 2,158 | $192.0K | 0.02% | +1,000+86.4% | Added |
| Allworth Financial LP | 2,132 | $190.0K | 0.00% | +424+24.8% | Added |
| Monetary Management Group Inc | 2,050 | $182.0K | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,024 | $180.0K | 0.03% | +78+4.0% | Added |
| IAG Wealth Partners, LLC | 1,978 | $176.0K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,975 | $176.0K | 0.03% | +96+5.1% | Added |
| Anchor Investment Management, LLC | 1,924 | $171.1K | 0.02% | −1,274−39.8% | Reduced |
| Addison Advisors LLC | 1,926 | $171.0K | 0.14% | +1,926 | New |
| Country Trust Bank | 1,911 | $170.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,204 | $169.0K | 0.07% | +845+62.2% | Added |
| Carroll Financial Associates, Inc. | 1,899 | $168.0K | 0.01% | −70−3.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,889 | $168.0K | 0.00% | +53+2.9% | Added |
| Focused Wealth Management, Inc | 1,877 | $167.0K | 0.03% | +14+0.8% | Added |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $166.2K | 0.07% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,709 | $152.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $149.0K | 0.06% | +1,670 | New |
| Haverford Trust Co | 1,659 | $148.0K | 0.00% | +1,659 | New |
| Proequities, Inc. | 1,653 | $147.0K | 0.01% | +219+15.3% | Added |
| Green Harvest Asset Management LLC | 1,023 | $146.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $145.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,609 | $143.0K | 0.02% | +1,609 | New |
| Bray Capital Advisors | 1,592 | $142.0K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,545 | $137.0K | 0.02% | +1,545 | New |
| Deseret Mutual Benefit Administrators | 1,506 | $134.0K | 0.03% | +1,506 | New |
| TCTC Holdings, LLC | 1,467 | $130.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,396 | $124.0K | 0.03% | +41+3.0% | Added |
| Acadian Asset Management LLC | 1,380 | $123.0K | 0.00% | −2,819−67.1% | Reduced |
| Financial Perspectives, Inc | 1,338 | $119.0K | 0.06% | −123,885−98.9% | Reduced |
| Ford Financial Group, LLC | 1,285 | $114.0K | 0.04% | +1,285 | New |
| PEAK6 Investments LLC | 1,270 | $113.0K | 0.00% | +1,270 | New |
| FFT Wealth Management LLC | 1,255 | $112.0K | 0.03% | +1,255 | New |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $111.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,226 | $109.0K | 0.00% | −156−11.3% | Reduced |
| Harbor Investment Advisory, LLC | 1,224 | $109.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 1,128 | $100.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,104 | $98.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,063 | $95.0K | 0.00% | −86−7.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,071 | $95.0K | 0.00% | +552+106.4% | Added |
| Hexagon Capital Partners LLC | 1,061 | $94.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,032 | $92.0K | 0.05% | +1,032 | New |
| D'Orazio & Associates, Inc. | 1,010 | $90.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $89.0K | 0.03% | −222−18.2% | Reduced |
| WealthShield Partners, LLC | 871 | $89.0K | 0.01% | +760+684.7% | Added |
| NEXT Financial Group, Inc | 984 | $87.0K | 0.01% | −211−17.7% | Reduced |
| Pinnacle Bancorp, Inc. | 982 | $87.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 934 | $83.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 926 | $82.0K | 0.00% | +2+0.2% | Added |
| Barrett Asset Management, LLC | 917 | $82.0K | 0.00% | 00.0% | Unchanged |