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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 5,150 | $454.0K | 0.01% | +375+7.9% | Added |
| Journey Advisory Group, LLC | 5,164 | $455.0K | 0.15% | +1,828+54.8% | Added |
| North Star Asset Management Inc | 5,185 | $457.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,188 | $458.0K | 0.13% | +48+0.9% | Added |
| Boston Family Office LLC | 5,213 | $460.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,319 | $469.0K | 0.08% | +76+1.4% | Added |
| Meeder Asset Management Inc | 5,337 | $471.0K | 0.02% | −40−0.7% | Reduced |
| Compton Capital Management Inc | 5,350 | $472.0K | 0.14% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,379 | $474.0K | 0.49% | −2,866−34.8% | Reduced |
| Veriti Management LLC | 5,387 | $475.0K | 0.07% | −1,025−16.0% | Reduced |
| LVZ Advisors, Inc. | 5,428 | $479.0K | 0.07% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 5,458 | $481.0K | 0.01% | +5,458 | New |
| Brookstone Capital Management | 5,433 | $483.0K | 0.01% | +80+1.5% | Added |
| Fukoku Mutual Life Insurance Co | 5,490 | $484.0K | 0.04% | +890+19.3% | Added |
| Equitable Holdings, Inc. | 5,509 | $486.0K | 0.01% | +627+12.8% | Added |
| Almanack Investment Partners, LLC. | 5,530 | $488.0K | 0.04% | +177+3.3% | Added |
| SPC Financial, Inc. | 5,550 | $490.0K | 0.06% | −200−3.5% | Reduced |
| Vontobel Holding Ltd. | 5,565 | $491.0K | 0.00% | −416−7.0% | Reduced |
| FineMark National Bank & Trust | 5,580 | $492.0K | 0.02% | −336−5.7% | Reduced |
| Appleton Partners Inc | 5,577 | $492.0K | 0.04% | +720+14.8% | Added |
| Cetera Advisors LLC | 5,583 | $492.0K | 0.01% | +893+19.0% | Added |
| Front Barnett Associates LLC | 5,601 | $494.0K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5,607 | $495.0K | 0.27% | +5,607 | New |
| Two Sigma Investments, LP | 5,669 | $500.0K | 0.00% | −14,841−72.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 5,684 | $501.0K | 0.36% | −2,186−27.8% | Reduced |
| Mather Group, LLC. | 5,693 | $502.0K | 0.01% | +840+17.3% | Added |
| Illinois Municipal Retirement Fund | 5,703 | $503.0K | 0.02% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 5,715 | $504.0K | 0.03% | −3−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 5,750 | $507.0K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,012 | $530.0K | 0.12% | +1,497+33.2% | Added |
| West Paces Advisors Inc. | 6,076 | $535.9K | 0.19% | −640−9.5% | Reduced |
| Courier Capital LLC | 6,120 | $540.0K | 0.05% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 6,142 | $542.0K | 0.03% | −33,808−84.6% | Reduced |
| Tiedemann Advisors, LLC | 6,160 | $543.0K | 0.03% | −87−1.4% | Reduced |
| Busey Wealth Management | 6,177 | $545.0K | 0.02% | +1,443+30.5% | Added |
| CWM Advisors, LLC | 6,233 | $550.0K | 0.07% | −22,279−78.1% | Reduced |
| Northern Oak Wealth Management Inc | 6,318 | $557.0K | 0.07% | +100+1.6% | Added |
| Elm Advisors, LLC | 6,322 | $558.0K | 0.33% | −180−2.8% | Reduced |
| Old Second National Bank of Aurora | 6,353 | $560.0K | 0.15% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 6,372 | $562.0K | 0.02% | −363−5.4% | Reduced |
| Wedbush Securities Inc | 6,521 | $575.0K | 0.03% | −338−4.9% | Reduced |
| MPS Loria Financial Planners, LLC | 6,555 | $578.0K | 0.26% | +22+0.3% | Added |
| Signaturefd, LLC | 6,553 | $578.0K | 0.02% | +641+10.8% | Added |
| Coastline Trust Co | 6,592 | $582.0K | 0.07% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,634 | $585.0K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 6,686 | $590.0K | 0.05% | −11,544−63.3% | Reduced |
| Winch Advisory Services, LLC | 6,740 | $594.0K | 0.21% | +42+0.6% | Added |
| Bryn Mawr Trust Co | 6,761 | $596.0K | 0.02% | −1,869−21.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,819 | $601.0K | 0.01% | +1,200+21.4% | Added |
| Vident Investment Advisory, LLC | 6,868 | $606.0K | 0.02% | +529+8.3% | Added |
| Plancorp, LLC | 6,887 | $607.0K | 0.04% | +34+0.5% | Added |
| Snowden Capital Advisors LLC | 6,883 | $607.1K | 0.03% | −1,014−12.8% | Reduced |
| Sigma Planning Corp | 6,889 | $608.0K | 0.02% | −190−2.7% | Reduced |
| Advisory Services Network, LLC | 6,928 | $611.0K | 0.02% | +180+2.7% | Added |
| Chicago Capital, LLC | 6,941 | $612.0K | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 6,910 | $614.0K | 0.03% | +184+2.7% | Added |
| Flputnam Investment Management Co | 6,958 | $614.0K | 0.02% | +518+8.0% | Added |
| Wesbanco Bank Inc | 7,008 | $618.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,028 | $620.0K | 0.01% | +2,962+72.8% | Added |
| Stephenson National Bank & Trust | 7,084 | $625.0K | 0.40% | −1,050−12.9% | Reduced |
| Diversified Trust Co | 7,108 | $627.0K | 0.02% | +2,355+49.5% | Added |
| Allstate Corp | 7,151 | $631.0K | 0.03% | −1,396−16.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,164 | $632.0K | 0.12% | −378−5.0% | Reduced |
| Bridges Investment Management Inc | 7,200 | $635.0K | 0.02% | 00.0% | Unchanged |
| AXA S.A. | 7,300 | $644.0K | 0.00% | −2,043−21.9% | Reduced |
| Investment House LLC | 7,300 | $644.0K | 0.05% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,142 | $645.0K | 0.02% | −700−8.9% | Reduced |
| Mairs & Power Inc | 7,319 | $646.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 7,356 | $649.0K | 0.02% | −19−0.3% | Reduced |
| Lantz Financial LLC | 7,357 | $649.0K | 0.33% | 00.0% | Unchanged |
| AGF Investments LLC | 7,399 | $653.0K | 0.06% | +368+5.2% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 7,471 | $659.0K | 0.76% | +100+1.4% | Added |
| Carnegie Capital Asset Management, LLC | 7,514 | $660.0K | 0.02% | −68−0.9% | Reduced |
| Northstar Asset Management Inc | 7,503 | $661.8K | 0.17% | −200−2.6% | Reduced |
| Winton Group Ltd | 7,514 | $663.0K | 0.04% | +3,030+67.6% | Added |
| JustInvest LLC | 7,524 | $664.0K | 0.06% | +394+5.5% | Added |
| Chesley Taft & Associates LLC | 7,545 | $665.0K | 0.04% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,637 | $669.0K | 0.04% | +141+1.9% | Added |
| Cetera Investment Advisers | 7,612 | $671.0K | 0.01% | −712−8.6% | Reduced |
| Wealth Alliance | 7,672 | $677.0K | 0.15% | +50+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,731 | $682.0K | 0.01% | +137+1.8% | Added |
| Venture Visionary Partners LLC | 7,782 | $686.0K | 0.05% | −365−4.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 7,776 | $686.0K | 0.08% | +3,091+66.0% | Added |
| Ledyard National Bank | 7,819 | $689.0K | 0.07% | +278+3.7% | Added |
| Advisors Management Group Inc | 7,879 | $695.0K | 0.22% | +37+0.5% | Added |
| Eqis Capital Management, Inc. | 7,920 | $699.0K | 0.05% | +261+3.4% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $700.0K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 7,964 | $702.0K | 0.10% | −774−8.9% | Reduced |
| Beaton Management Co. Inc. | 7,971 | $703.0K | 0.46% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 8,083 | $713.0K | 0.03% | +8,083 | New |
| World Asset Management Inc | 8,095 | $714.0K | 0.07% | −340−4.0% | Reduced |
| Kinneret Advisory, LLC | 8,144 | $718.0K | 0.08% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $719.0K | 0.04% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,164 | $720.0K | 0.04% | −38−0.5% | Reduced |
| Searle & Co. | 8,200 | $723.0K | 0.30% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,200 | $723.0K | 0.16% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 8,222 | $725.0K | 0.03% | −14,732−64.2% | Reduced |
| Oppenheimer & Co Inc | 8,278 | $730.0K | 0.01% | +471+6.0% | Added |
| Stratos Wealth Advisors, LLC | 8,364 | $738.0K | 0.06% | +8,364 | New |
| Jump Financial, LLC | 8,400 | $741.0K | 0.05% | +8,400 | New |