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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 906 | $81.0K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 880 | $78.0K | 0.58% | +880 | New |
| Boit C F David | 867 | $77.0K | 0.06% | +867 | New |
| Thompson Siegel & Walmsley LLC | 800 | $71.0K | 0.00% | −115−12.6% | Reduced |
| Sargent Bickham Lagudis LLC | 800 | $71.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 799 | $71.0K | 0.01% | +44+5.8% | Added |
| Massmutual Trust Co FSB | 780 | $69.0K | 0.00% | −250−24.3% | Reduced |
| Pflug Koory, LLC | 760 | $68.0K | 0.04% | +6+0.8% | Added |
| Independence Bank of Kentucky | 756 | $67.0K | 0.03% | −408−35.1% | Reduced |
| Trust Co of Vermont | 735 | $65.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 736 | $65.0K | 0.00% | +736 | New |
| Security National Trust Co | 725 | $64.0K | 0.01% | +300+70.6% | Added |
| Prestige Wealth Management Group LLC | 702 | $63.0K | 0.02% | −1−0.1% | Reduced |
| Tradewinds Capital Management, LLC | 699 | $62.0K | 0.01% | +529+311.2% | Added |
| Berman Capital Advisors, LLC | 693 | $61.0K | 0.01% | +52+8.1% | Added |
| Sittner & Nelson, LLC | 670 | $60.0K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 659 | $59.0K | 0.03% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 665 | $59.0K | 0.02% | +665 | New |
| Mark Sheptoff Financial Planning, LLC | 650 | $58.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 646 | $57.0K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 602 | $53.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $53.0K | 0.03% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 598 | $53.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 579 | $52.0K | 0.01% | −9−1.5% | Reduced |
| CNB Bank | 566 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $49.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 550 | $49.0K | 0.01% | +120+27.9% | Added |
| Sound Income Strategies, LLC | 540 | $48.0K | 0.01% | +179+49.6% | Added |
| Ancora Advisors, LLC | 528 | $47.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 531 | $47.0K | 0.04% | +500+1,612.9% | Added |
| Cutler Group LP | 500 | $44.0K | 0.00% | +400+400.0% | Added |
| Clearview Wealth Advisors LLC | 485 | $43.0K | 0.03% | +2+0.4% | Added |
| Piscataqua Savings Bank | 469 | $42.0K | 0.04% | −10−2.1% | Reduced |
| Salem Investment Counselors Inc | 473 | $42.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $42.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 431 | $42.0K | 0.02% | −3−0.7% | Reduced |
| Old North State Trust, LLC | 464 | $41.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 465 | $41.0K | 0.01% | +465 | New |
| Goodwin Investment Advisory | 436 | $39.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 420 | $37.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 420 | $37.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 367 | $33.0K | 0.00% | −157−30.0% | Reduced |
| Reilly Financial Advisors, LLC | 375 | $33.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $30.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 338 | $30.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 335 | $30.0K | 0.01% | +23+7.4% | Added |
| Peoples Financial Services Corp. | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 329 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $28.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 311 | $28.0K | 0.01% | +311 | New |
| GPS Wealth Strategies Group, LLC | 300 | $27.0K | 0.01% | −578−65.8% | Reduced |
| Silvant Capital Management LLC | 290 | $26.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 288 | $26.0K | 0.01% | +112+63.6% | Added |
| Versant Capital Management, Inc | 278 | $25.0K | 0.01% | −63−18.5% | Reduced |
| Webster Bank, N. A. | 282 | $25.0K | 0.00% | −50−15.1% | Reduced |
| Prentice Wealth Management LLC | 277 | $25.0K | 0.01% | −12−4.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 279 | $25.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 272 | $25.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $22.2K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 221 | $20.0K | 0.00% | −9,567−97.7% | Reduced |
| Zions Bancorporation, N.A. | 216 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 209 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 216 | $19.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $18.0K | 0.01% | −25−11.1% | Reduced |
| Hoover Financial Advisors, Inc. | 203 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 207 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 205 | $18.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 201 | $18.0K | 0.00% | +12+6.3% | Added |
| Personal Wealth Partners | 200 | $18.0K | 0.01% | +200 | New |
| Sterling Investment Advisors, Ltd. | 186 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 165 | $15.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 165 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 164 | $15.0K | 0.00% | +164 | New |
| First Manhattan Co | 162 | $14.0K | 0.00% | +12+8.0% | Added |
| MV Capital Management, Inc. | 151 | $13.0K | 0.00% | +32+26.9% | Added |
| Vigilant Capital Management, LLC | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 139 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 126 | $11.0K | 0.00% | +1+0.8% | Added |
| Larson Financial Group LLC | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 112 | $10.0K | 0.00% | −10−8.2% | Reduced |
| Tfo-TDC, LLC | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 114 | $10.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 112 | $10.0K | 0.00% | +112 | New |
| Castleview Partners, LLC | 118 | $10.0K | 0.00% | +118 | New |
| Archer Investment Corp | 108 | $9.61K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 106 | $9.00K | 0.01% | +1+1.0% | Added |
| Vectors Research Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |