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Livermore
ZHEN

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, Q3 2021

Institutional positions in Wec Energy Group, Inc. as of Sep 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
927
−6 vs. Q2 2021
Shares held
230.2M
+5.19M (+2.3%) vs. Q2 2021
Total value
$20.3B
+$286.2M (+1.4%) vs. Q2 2021
New holders
60
310 more added
Sold out
66
325 more reduced

12 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 927 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ3 2021: $20.3B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2021.

Institutions holding WEC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Arkadios Wealth Advisors3$00.00%−113−97.4%Reduced
Simon Quick Advisors, LLC10$00.00%−2−16.7%Reduced
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Systematic Alpha Investments, LLC1$00.00%+1New
Plante Moran Financial Advisors, LLC13$1.00K0.00%−1−7.1%Reduced
Westside Investment Management, Inc.22$1.00K0.00%00.0%Unchanged
Wealth Quarterback LLC6$1.00K0.00%00.0%Unchanged
Cordant, Inc.6$1.00K0.00%+6New
Glen Eagle Advisors, LLC17$1.50K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.18$2.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC27$2.00K0.00%00.0%Unchanged
MCF Advisors LLC25$2.00K0.00%+25New
Atlas Capital Advisors LLC34$3.00K0.00%00.0%Unchanged
Evoke Wealth, LLC39$3.00K0.00%−21−35.0%Reduced
Logan Capital Management Inc33$3.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp29$3.00K0.00%+29New
Raffa Wealth Management, LLC40$3.53K0.00%00.0%Unchanged
Concord Wealth Partners50$4.00K0.00%−44−46.8%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP46$4.00K0.00%00.0%Unchanged
Aua Capital Management, LLC42$4.00K0.00%−7−14.3%Reduced
Costello Asset Management, INC50$4.00K0.00%00.0%Unchanged
O'Dell Group, LLC51$4.00K0.00%+51New
Bell Investment Advisors, Inc48$4.00K0.00%+48New
Federation des caisses Desjardins du Quebec54$4.76K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.62$5.00K0.00%−9−12.7%Reduced
Key Financial Inc61$5.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors54$5.00K0.00%−8−12.9%Reduced
McIlrath & Eck, LLC61$5.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC60$5.00K0.00%00.0%Unchanged
Kelly Financial Services LLC65$5.73K0.00%−5,717−98.9%Reduced
Creative Financial Designs Inc69$6.00K0.00%00.0%Unchanged
Asset Dedication, LLC67$6.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC62$6.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC69$6.00K0.00%00.0%Unchanged
JJJ Advisors Inc.69$6.00K0.00%+22+46.8%Added
Capital Advisors, Ltd. LLC75$7.00K0.00%−859−92.0%Reduced
Cordasco Financial Network80$7.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC75$7.00K0.00%00.0%Unchanged
Solstein Capital, LLC82$7.00K0.00%00.0%Unchanged
Pacitti Group Inc.79$7.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management84$7.00K0.00%+84New
Jackson Wealth Management, LLC14,267$9.00K0.11%+404+2.9%Added
Goodwin Investment Advisory100$9.00K0.01%−336−77.1%Reduced
Vectors Research Management, LLC100$9.00K0.00%00.0%Unchanged
Princeton Global Asset Management LLC100$9.00K0.00%00.0%Unchanged
Resolute Partners Group102$9.00K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$9.00K0.01%00.0%Unchanged
Capital Advisory Group Advisory Services, LLC100$9.00K0.00%00.0%Unchanged
Better Money Decisions, LLC107$9.00K0.01%+1+0.9%Added
Larson Financial Group LLC114$10.0K0.00%−5−4.2%Reduced
Brown Brothers Harriman & Co110$10.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.112$10.0K0.00%00.0%Unchanged
First PREMIER Bank112$10.0K0.00%00.0%Unchanged
Tfo-TDC, LLC116$10.0K0.00%00.0%Unchanged
Sterling Financial Planning, Inc.112$10.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.130$11.0K0.00%00.0%Unchanged
Baldwin Brothers Inc125$11.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.127$11.0K0.00%+1+0.8%Added
Mascoma Wealth Management LLC125$11.0K0.00%+125New
Vigilant Capital Management, LLC134$12.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.139$12.0K0.01%00.0%Unchanged
First Manhattan Co150$13.0K0.00%−12−7.4%Reduced
Pinnacle Financial Partners Inc164$14.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC165$15.0K0.00%00.0%Unchanged
Syverson Strege & Co165$15.0K0.01%00.0%Unchanged
Disciplined Investments, LLC174$15.0K0.01%+169+3,380.0%Added
Sterling Investment Advisors, Ltd.186$16.0K0.00%00.0%Unchanged
Lumature Wealth Partners, LLC190$17.0K0.01%+106+126.2%Added
Highlander Capital Management, LLC200$18.0K0.01%00.0%Unchanged
NVWM, LLC200$18.0K0.01%00.0%Unchanged
MV Capital Management, Inc.203$18.0K0.00%+52+34.4%Added
Jacobi Capital Management LLC210$19.0K0.00%+1+0.5%Added
Bogart Wealth, LLC216$19.0K0.00%00.0%Unchanged
Prentice Wealth Management LLC236$21.0K0.01%−41−14.8%Reduced
Washington Trust Co230$21.0K0.00%+30+15.0%Added
Central Bank & Trust Co250$22.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.246$22.0K0.00%+45+22.4%Added
Eagle Bay Advisors LLC239$22.0K0.01%+165+223.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$22.1K0.03%00.0%Unchanged
Achmea Investment Management B.V.262$23.0K0.00%−20,363−98.7%Reduced
FinTrust Capital Advisors, LLC270$24.0K0.01%−59−17.9%Reduced
Phoenix Wealth Advisors272$24.0K0.02%00.0%Unchanged
Professional Financial Advisors, LLC288$25.0K0.01%00.0%Unchanged
Webster Bank, N. A.282$25.0K0.00%00.0%Unchanged
Versant Capital Management, Inc278$25.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.279$25.0K0.00%00.0%Unchanged
Assetmark, Inc286$25.0K0.00%+65+29.4%Added
GPS Wealth Strategies Group, LLC300$26.0K0.01%00.0%Unchanged
Silvant Capital Management LLC290$26.0K0.00%00.0%Unchanged
First Personal Financial Services320$28.0K0.01%00.0%Unchanged
Peoples Financial Services Corp.326$29.0K0.01%00.0%Unchanged
Green Harvest Asset Management LLC1,023$30.0K0.00%00.0%Unchanged
Valley National Advisers Inc338$30.0K0.01%00.0%Unchanged
Trust Co338$30.0K0.01%00.0%Unchanged
Glassman Wealth Services351$31.0K0.01%+16+4.8%Added
Reilly Financial Advisors, LLC375$33.0K0.00%00.0%Unchanged
NuWave Investment Management, LLC384$34.0K0.04%−2,015−84.0%Reduced
Cullen/Frost Bankers, Inc.398$35.0K0.00%−673−62.8%Reduced
Arrow Financial Corp400$35.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton424$37.0K0.01%−235−35.7%Reduced