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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 2,337 | $206.0K | 0.02% | +2,337 | New |
| Alphasimplex Group, LLC | 2,346 | $207.0K | 0.17% | −2,599−52.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,350 | $207.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 2,345 | $207.0K | 0.04% | +18+0.8% | Added |
| First Command Financial Services, Inc. | 2,345 | $207.0K | 0.04% | +18+0.8% | Added |
| Monetary Management Group Inc | 2,350 | $207.0K | 0.06% | +300+14.6% | Added |
| Well Done, LLC | 2,360 | $208.0K | 0.05% | −138−5.5% | Reduced |
| Roman Butler Fullerton & Co | 2,346 | $208.0K | 0.10% | +17+0.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,370 | $209.0K | 0.04% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 2,408 | $212.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,408 | $212.0K | 0.03% | +10.0% | Added |
| Monument Capital Management | 2,404 | $212.0K | 0.07% | +2,404 | New |
| Brighton Jones LLC | 2,420 | $213.0K | 0.01% | −836−25.7% | Reduced |
| Investment Partners, Ltd. | 2,412 | $213.0K | 0.10% | −510−17.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,411 | $213.0K | 0.02% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,436 | $215.0K | 0.00% | −401−14.1% | Reduced |
| Executive Wealth Management, LLC | 2,439 | $215.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,469 | $217.0K | 0.00% | −427−14.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,487 | $219.0K | 0.16% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,425 | $220.0K | 0.02% | +2,425 | New |
| Balasa Dinverno & Foltz LLC | 2,511 | $221.0K | 0.02% | −2,064−45.1% | Reduced |
| Capstone Financial Advisors, Inc. | 2,506 | $221.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,502 | $221.0K | 0.08% | +298+13.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $223.0K | 0.07% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 2,527 | $223.0K | 0.16% | 00.0% | Unchanged |
| Intrust Bank NA | 2,546 | $224.0K | 0.03% | +208+8.9% | Added |
| Fairhaven Wealth Management, LLC | 2,556 | $225.0K | 0.09% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,565 | $226.0K | 0.06% | −2,314−47.4% | Reduced |
| Dowling & Yahnke LLC | 2,562 | $226.0K | 0.01% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,570 | $227.0K | 0.07% | −200−7.2% | Reduced |
| Fulton Bank, N.A. | 2,579 | $227.0K | 0.01% | +16+0.6% | Added |
| RSM US Wealth Management LLC | 2,599 | $229.0K | 0.01% | +2,599 | New |
| Johnson Midwest Financial, LLC | 2,617 | $231.0K | 0.19% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,614 | $231.0K | 0.04% | +108+4.3% | Added |
| Beese Fulmer Investment Management, Inc. | 2,628 | $232.0K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,643 | $232.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,653 | $234.0K | 0.02% | −94−3.4% | Reduced |
| IFG Advisors, LLC | 2,670 | $235.0K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,681 | $236.0K | 0.03% | −55−2.0% | Reduced |
| Autus Asset Management, LLC | 2,700 | $238.0K | 0.03% | −31−1.1% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $238.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,698 | $238.0K | 0.02% | +121+4.7% | Added |
| Strategy Asset Managers LLC | 2,723 | $240.0K | 0.05% | +51+1.9% | Added |
| Checchi Capital Advisers, LLC | 2,716 | $240.0K | 0.03% | +294+12.1% | Added |
| Global Retirement Partners, LLC | 2,735 | $241.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,735 | $241.0K | 0.04% | +169+6.6% | Added |
| Axiom Financial Strategies, LLC | 2,740 | $242.0K | 0.11% | +24+0.9% | Added |
| Wolverine Trading, LLC | 2,724 | $242.0K | 0.00% | +2,724 | New |
| Blue Chip Partners, Inc. | 2,760 | $243.0K | 0.03% | −449−14.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $243.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2,782 | $245.0K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,779 | $245.0K | 0.08% | +36+1.3% | Added |
| DuPont Capital Management Corp | 2,804 | $247.0K | 0.01% | −1,311−31.9% | Reduced |
| International Assets Investment Management, LLC | 2,809 | $248.0K | 0.04% | +25+0.9% | Added |
| Doyle Wealth Management | 2,831 | $250.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $250.0K | 0.14% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $250.0K | 0.02% | +30+1.1% | Added |
| Providence Wealth Advisors, LLC | 2,842 | $251.0K | 0.17% | +8+0.3% | Added |
| Integrated Wealth Concepts LLC | 2,867 | $253.0K | 0.01% | +2,867 | New |
| Qci Asset Management Inc | 2,880 | $254.0K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,893 | $255.0K | 0.05% | +300+11.6% | Added |
| Hurlow Wealth Management Group, Inc. | 2,897 | $256.0K | 0.15% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,910 | $257.0K | 0.07% | −425−12.7% | Reduced |
| BTR Capital Management Inc | 2,912 | $257.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,910 | $257.0K | 0.04% | +215+8.0% | Added |
| Osborne Partners Capital Management, LLC | 2,941 | $259.0K | 0.02% | −464−13.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,935 | $259.0K | 0.02% | +618+26.7% | Added |
| Sutton Wealth Advisors Inc. | 2,969 | $261.9K | 0.10% | 00.0% | Unchanged |
| Tower Bridge Advisors | 2,985 | $263.3K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,998 | $264.0K | 0.01% | +420+16.3% | Added |
| Arcadia Investment Management Corp | 3,000 | $265.0K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,000 | $265.0K | 0.14% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,020 | $266.0K | 0.00% | −2,005−39.9% | Reduced |
| EP Wealth Advisors, LLC | 3,017 | $266.0K | 0.01% | −560−15.7% | Reduced |
| CRA Financial Services, LLC | 3,030 | $267.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,035 | $268.0K | 0.03% | +17+0.6% | Added |
| Verition Fund Management LLC | 3,059 | $270.0K | 0.00% | −738−19.4% | Reduced |
| Federated Hermes, Inc. | 3,069 | $270.0K | 0.00% | −81−2.6% | Reduced |
| Prelude Capital Management, LLC | 3,093 | $273.0K | 0.01% | +3,093 | New |
| Reynders McVeigh Capital Management, LLC | 3,110 | $274.0K | 0.02% | −200−6.0% | Reduced |
| Stephens Inc | 3,114 | $275.0K | 0.00% | −876−22.0% | Reduced |
| Bessemer Group Inc | 3,128 | $276.0K | 0.00% | −109−3.4% | Reduced |
| Farr Miller & Washington LLC | 3,142 | $277.0K | 0.02% | −521−14.2% | Reduced |
| Capital Asset Advisory Services LLC | 3,151 | $278.0K | 0.03% | +247+8.5% | Added |
| Bailard, Inc. | 3,203 | $282.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,209 | $283.0K | 0.01% | −241−7.0% | Reduced |
| Keystone Financial Group | 3,215 | $284.0K | 0.05% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,229 | $285.0K | 0.06% | +21+0.7% | Added |
| Ieq Capital, LLC | 3,233 | $285.0K | 0.01% | +533+19.7% | Added |
| Rehmann Capital Advisory Group | 3,238 | $285.6K | 0.03% | +23+0.7% | Added |
| Mark Stevens | 3,255 | $287.0K | 0.03% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,255 | $287.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,259 | $287.0K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,257 | $287.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $287.0K | 0.17% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,269 | $288.0K | 0.01% | +3,269 | New |
| Crewe Advisors LLC | 3,283 | $290.0K | 0.07% | +17+0.5% | Added |
| BLB&B Advisors, LLC | 3,311 | $292.0K | 0.02% | −200−5.7% | Reduced |
| Pitcairn Co | 3,304 | $292.0K | 0.02% | −74−2.2% | Reduced |
| Summit Asset Management, LLC | 3,335 | $294.0K | 0.09% | 00.0% | Unchanged |