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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CX Institutional | 418 | $37.0K | 0.00% | +51+13.9% | Added |
| Front Row Advisors LLC | 431 | $38.0K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $38.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 438 | $39.0K | 0.01% | +438 | New |
| Lenox Wealth Advisors, LLC | 465 | $41.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 464 | $41.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 473 | $42.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $42.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 469 | $42.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $42.0K | 0.00% | +372+347.7% | Added |
| Charter Oak Capital Management, LLC | 492 | $43.0K | 0.01% | −106−17.7% | Reduced |
| Clearview Wealth Advisors LLC | 488 | $43.0K | 0.03% | +3+0.6% | Added |
| Selective Wealth Management, Inc. | 500 | $44.0K | 0.02% | −31−5.8% | Reduced |
| Meridian Wealth Partners, LLC | 504 | $44.0K | 0.01% | +504 | New |
| Sound Income Strategies, LLC | 506 | $45.0K | 0.01% | −34−6.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 540 | $48.0K | 0.04% | −340−38.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 553 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 558 | $49.0K | 0.00% | +30+5.7% | Added |
| CNB Bank | 566 | $50.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 564 | $50.0K | 0.02% | +564 | New |
| South State Corp. | 591 | $52.0K | 0.00% | +591 | New |
| 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 |
| Lindbrook Capital, LLC | 604 | $53.0K | 0.01% | +25+4.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $57.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 646 | $57.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 670 | $59.0K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 672 | $60.0K | 0.00% | −64−8.7% | Reduced |
| Prestige Wealth Management Group LLC | 702 | $62.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 703 | $62.0K | 0.01% | +4+0.6% | Added |
| Massmutual Trust Co FSB | 711 | $63.0K | 0.00% | −69−8.8% | Reduced |
| Security National Trust Co | 725 | $64.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 760 | $67.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $67.0K | 0.03% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 800 | $71.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 800 | $71.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 836 | $73.0K | 0.00% | +416+99.0% | Added |
| Manchester Capital Management LLC | 848 | $75.0K | 0.01% | +49+6.1% | Added |
| Cutler Group LP | 860 | $75.0K | 0.01% | +360+72.0% | Added |
| RWM Asset Management, LLC | 846 | $75.0K | 0.02% | +846 | New |
| Boit C F David | 867 | $76.0K | 0.05% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 894 | $79.0K | 0.00% | −23−2.5% | Reduced |
| Carolinas Wealth Consulting LLC | 906 | $80.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 915 | $80.0K | 0.01% | +222+32.0% | Added |
| Trustcore Financial Services, LLC | 912 | $80.0K | 0.01% | +912 | New |
| NEXT Financial Group, Inc | 933 | $82.0K | 0.01% | −51−5.2% | Reduced |
| Ci Investments Inc. | 953 | $84.0K | 0.00% | +27+2.9% | Added |
| Pinnacle Bancorp, Inc. | 982 | $87.0K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $88.0K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,010 | $89.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,032 | $91.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,041 | $91.8K | 0.00% | −2,486−70.5% | Reduced |
| Hexagon Capital Partners LLC | 1,061 | $94.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,104 | $97.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,131 | $100.0K | 0.00% | +3+0.3% | Added |
| BerganKDV Wealth Management, LLC | 1,158 | $102.0K | 0.01% | −1,000−46.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,210 | $107.0K | 0.00% | +1,210 | New |
| Harbor Investment Advisory, LLC | 1,224 | $108.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,226 | $109.0K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $110.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,265 | $112.0K | 0.01% | −1,200−48.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,330 | $117.0K | 0.02% | −176−11.7% | Reduced |
| Financial Perspectives, Inc | 1,338 | $118.0K | 0.06% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,354 | $119.0K | 0.14% | +1,354 | New |
| Private Capital Group, LLC | 1,363 | $120.0K | 0.03% | −33−2.4% | Reduced |
| Laffer Tengler Investments | 1,424 | $125.6K | 0.04% | +1,424 | New |
| O'Shaughnessy Asset Management, LLC | 1,424 | $126.0K | 0.00% | +361+34.0% | Added |
| Consolidated Planning Corp | 1,456 | $128.0K | 0.08% | +1,456 | New |
| TCTC Holdings, LLC | 1,467 | $129.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,519 | $134.0K | 0.01% | −134−8.1% | Reduced |
| Sonora Investment Management, LLC | 1,545 | $136.0K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,535 | $137.0K | 0.11% | +1,535 | New |
| Bray Capital Advisors | 1,592 | $140.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $144.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $147.0K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,682 | $148.0K | 0.00% | −207−11.0% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $151.0K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,799 | $159.0K | 0.02% | −225−11.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $164.8K | 0.06% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,883 | $166.0K | 0.01% | −16−0.8% | Reduced |
| Focused Wealth Management, Inc | 1,890 | $167.0K | 0.03% | +13+0.7% | Added |
| Country Trust Bank | 1,911 | $169.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,924 | $169.7K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,923 | $170.0K | 0.06% | −55−2.8% | Reduced |
| Addison Advisors LLC | 1,926 | $170.0K | 0.14% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,165 | $191.0K | 0.03% | −3−0.1% | Reduced |
| TSFG, LLC | 2,221 | $196.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 2,227 | $196.0K | 0.00% | +95+4.5% | Added |
| Perkins Coie Trust Co | 2,257 | $199.0K | 0.06% | −184−7.5% | Reduced |
| Balentine LLC | 2,267 | $200.0K | 0.01% | +2,267 | New |
| Glenview Trust Co | 2,285 | $202.0K | 0.01% | −888−28.0% | Reduced |
| Stevens Capital Management LP | 2,286 | $202.0K | 0.08% | +2,286 | New |
| Lido Advisors, LLC | 2,291 | $202.0K | 0.00% | +2,291 | New |
| Ingalls & Snyder LLC | 2,300 | $203.0K | 0.01% | −676−22.7% | Reduced |
| Boston Financial Mangement LLC | 2,300 | $203.0K | 0.01% | −100−4.2% | Reduced |
| Fort Washington Investment Advisors Inc | 2,300 | $203.0K | 0.00% | +2,300 | New |
| Quadrant Capital Group LLC | 2,322 | $205.0K | 0.03% | +123+5.6% | Added |
| Triton Wealth Management, PLLC | 2,308 | $206.0K | 0.10% | +2+0.1% | Added |
| Brown Advisory Securities, LLC | 2,350 | $206.0K | 0.06% | −32−1.3% | Reduced |
| Brinker Capital Investments, LLC | 2,314 | $206.0K | 0.00% | 00.0% | Unchanged |