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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 3,331 | $294.0K | 0.02% | +3,331 | New |
| Zions Bancorporation, N.A. | 3,344 | $295.0K | 0.03% | +3,128+1,448.1% | Added |
| Duality Advisers, LP | 3,382 | $298.0K | 0.02% | −86,654−96.2% | Reduced |
| Fox Run Management, L.L.C. | 3,403 | $300.0K | 0.19% | −883−20.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,500 | $309.0K | 0.00% | −2−0.1% | Reduced |
| Ascension Asset Management LLC | 3,500 | $309.0K | 0.20% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,528 | $311.0K | 0.01% | +15+0.4% | Added |
| Lincoln National Corp | 3,542 | $312.0K | 0.01% | −3−0.1% | Reduced |
| Successful Portfolios LLC | 3,537 | $312.0K | 0.19% | 00.0% | Unchanged |
| Norris Perne & French LLP | 3,533 | $312.0K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,569 | $315.0K | 0.02% | −52−1.4% | Reduced |
| Trustmark National Bank Trust Department | 3,580 | $316.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,575 | $316.0K | 0.20% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,617 | $319.0K | 0.05% | −42−1.1% | Reduced |
| Capital Advisors Inc | 3,628 | $320.0K | 0.01% | −77−2.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,637 | $321.0K | 0.07% | +2+0.1% | Added |
| Mirabella Financial Services LLP | 3,649 | $322.0K | 0.04% | +980+36.7% | Added |
| Acadian Asset Management LLC | 3,677 | $323.0K | 0.00% | +2,297+166.4% | Added |
| Dynamic Advisor Solutions LLC | 3,671 | $324.0K | 0.02% | +29+0.8% | Added |
| Symmetry Partners, LLC | 3,682 | $327.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 3,750 | $331.0K | 0.01% | −241−6.0% | Reduced |
| John G Ullman & Associates Inc | 3,750 | $331.0K | 0.05% | +100+2.7% | Added |
| Isthmus Partners, LLC | 3,782 | $334.0K | 0.06% | −300−7.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,790 | $334.0K | 0.03% | +3,790 | New |
| HBK Sorce Advisory LLC | 3,799 | $335.0K | 0.02% | +30+0.8% | Added |
| Hutner Capital Management Inc | 3,807 | $336.0K | 0.22% | −18−0.5% | Reduced |
| AdvisorNet Financial, Inc | 3,810 | $336.0K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $336.0K | 0.11% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,842 | $339.0K | 0.01% | −37−1.0% | Reduced |
| Gradient Investments LLC | 3,851 | $340.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,856 | $340.0K | 0.05% | +76+2.0% | Added |
| Centre Asset Management, LLC | 3,630 | $341.0K | 0.18% | 00.0% | Unchanged |
| Carlson Capital Management | 3,874 | $342.0K | 0.04% | +10+0.3% | Added |
| Bank of New Hampshire | 3,870 | $344.0K | 0.09% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,935 | $345.0K | 0.03% | +37+0.9% | Added |
| Resources Investment Advisors, LLC. | 3,934 | $347.0K | 0.01% | −163−4.0% | Reduced |
| Bank of Stockton | 3,932 | $347.0K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,947 | $348.0K | 0.08% | +124+3.2% | Added |
| Empirical Finance, LLC | 3,952 | $349.0K | 0.05% | +220+5.9% | Added |
| IHT Wealth Management, LLC | 4,036 | $356.0K | 0.03% | −7,024−63.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 4,050 | $357.0K | 0.07% | −800−16.5% | Reduced |
| Bard Financial Services, Inc. | 4,060 | $358.0K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $358.9K | 0.15% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,080 | $360.0K | 0.07% | −969−19.2% | Reduced |
| PAX Financial Group, LLC | 4,113 | $363.0K | 0.09% | +108+2.7% | Added |
| Vaughan David Investments LLC | 4,126 | $364.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,130 | $365.0K | 0.01% | +1,224+42.1% | Added |
| 1st Source Bank | 4,155 | $367.0K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,173 | $368.0K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,178 | $368.0K | 0.25% | +4,178 | New |
| Sheaff Brock Investment Advisors, LLC | 4,178 | $369.0K | 0.04% | +14+0.3% | Added |
| Palladium Partners LLC | 4,196 | $370.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,264 | $376.0K | 0.01% | −495−10.4% | Reduced |
| Jones Financial Companies LLLP | 4,268 | $376.0K | 0.00% | −203−4.5% | Reduced |
| Alhambra Investment Partners LLC | 4,265 | $376.0K | 0.29% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,281 | $378.0K | 0.07% | 00.0% | Unchanged |
| Zacks Investment Management | 4,297 | $379.0K | 0.01% | −476−10.0% | Reduced |
| Becker Capital Management Inc | 4,301 | $379.0K | 0.02% | −113−2.6% | Reduced |
| StrongBox Wealth, LLC | 4,314 | $380.0K | 0.21% | +1,003+30.3% | Added |
| Bradley Foster & Sargent Inc | 4,316 | $381.0K | 0.01% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 4,350 | $384.0K | 0.01% | −272−5.9% | Reduced |
| Haverford Trust Co | 4,366 | $385.0K | 0.00% | +2,707+163.2% | Added |
| First Affirmative Financial Network | 4,369 | $385.0K | 0.40% | +4,369 | New |
| FourThought Financial, LLC | 4,396 | $387.0K | 0.05% | −505−10.3% | Reduced |
| Cresset Asset Management, LLC | 4,437 | $391.0K | 0.01% | −14,552−76.6% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $391.0K | 0.02% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $394.0K | 0.23% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 4,508 | $398.0K | 0.03% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,535 | $399.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,523 | $399.0K | 0.06% | +684+17.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,534 | $400.0K | 0.03% | −2,339−34.0% | Reduced |
| Hudock, Inc. | 4,588 | $404.0K | 0.12% | +16+0.3% | Added |
| TrinityPoint Wealth, LLC | 4,592 | $405.0K | 0.08% | +120+2.7% | Added |
| Kovack Advisors, Inc. | 4,596 | $405.0K | 0.04% | +290+6.7% | Added |
| Douglass Winthrop Advisors, LLC | 4,602 | $406.0K | 0.01% | −300−6.1% | Reduced |
| MJP Associates Inc | 4,603 | $406.0K | 0.14% | −184−3.8% | Reduced |
| Advisors Capital Management, LLC | 4,629 | $408.0K | 0.01% | +10.0% | Added |
| Independent Financial Group, LLC | 4,652 | $410.3K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,577 | $412.0K | 0.01% | +200+4.6% | Added |
| Virtu Financial LLC | 4,685 | $413.0K | 0.04% | +4,685 | New |
| Toews Corp | 4,700 | $415.0K | 0.05% | +4,700 | New |
| Marcum Wealth, LLC | 4,720 | $416.0K | 0.07% | −341−6.7% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $417.0K | 0.05% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,725 | $417.0K | 0.33% | 00.0% | Unchanged |
| Wellington Management Group LLP | 4,741 | $418.0K | 0.00% | −6,554−58.0% | Reduced |
| Parallel Advisors, LLC | 4,747 | $419.0K | 0.02% | +338+7.7% | Added |
| Ipswich Investment Management Co., Inc. | 4,800 | $423.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,841 | $427.0K | 0.02% | +3+0.1% | Added |
| Clearstead Advisors, LLC | 4,841 | $427.0K | 0.03% | +81+1.7% | Added |
| Wealth Architects, LLC | 4,886 | $431.0K | 0.08% | −17−0.3% | Reduced |
| Buckley Wealth Management, LLC | 4,899 | $432.0K | 0.14% | +364+8.0% | Added |
| Waratah Capital Advisors Ltd. | 4,932 | $435.0K | 0.02% | +4,932 | New |
| Smithfield Trust Co | 4,968 | $439.0K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 4,982 | $440.0K | 0.02% | −222−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,002 | $441.0K | 0.06% | −1,548−23.6% | Reduced |
| Great Valley Advisor Group, Inc. | 5,047 | $445.0K | 0.03% | −28−0.6% | Reduced |
| IFP Advisors, Inc | 5,015 | $445.0K | 0.01% | +2,325+86.4% | Added |
| McDonald Partners LLC | 5,057 | $446.0K | 0.10% | +689+15.8% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $448.0K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 5,117 | $451.0K | 0.22% | +5,117 | New |