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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 8,414 | $742.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 8,483 | $748.0K | 0.01% | −152−1.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,524 | $752.0K | 0.08% | +314+3.8% | Added |
| Wealthspire Advisors, LLC | 8,614 | $760.0K | 0.02% | −3,498−28.9% | Reduced |
| Point72 Hong Kong Ltd | 8,650 | $763.0K | 0.06% | +8,650 | New |
| Wellington Shields Capital Management, LLC | 8,713 | $768.0K | 0.10% | −2,799−24.3% | Reduced |
| Fiduciary Trust Co | 8,701 | $768.0K | 0.01% | −21−0.2% | Reduced |
| Chelsea Counsel Co | 8,729 | $770.0K | 0.35% | 00.0% | Unchanged |
| Resources Management Corp | 8,750 | $772.0K | 0.11% | −335−3.7% | Reduced |
| D.A. Davidson & Co. | 8,853 | $781.0K | 0.01% | −1,567−15.0% | Reduced |
| Rockland Trust Co | 8,905 | $785.0K | 0.05% | −108−1.2% | Reduced |
| Mission Wealth Management, LP | 8,936 | $788.0K | 0.04% | +148+1.7% | Added |
| IBM Retirement Fund | 8,945 | $789.0K | 0.06% | +37+0.4% | Added |
| Johnson Investment Counsel Inc | 8,997 | $794.0K | 0.01% | −47−0.5% | Reduced |
| Rowland & Co Investment Counsel | 9,140 | $801.1K | 0.27% | −745−7.5% | Reduced |
| Greenleaf Trust | 9,256 | $816.0K | 0.01% | −316−3.3% | Reduced |
| Spinnaker Trust | 9,298 | $820.0K | 0.06% | 00.0% | Unchanged |
| Alley Co LLC | 9,346 | $824.0K | 0.15% | −607−6.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 9,446 | $833.0K | 0.36% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 9,454 | $833.0K | 0.29% | +53+0.6% | Added |
| Ropes Wealth Advisors LLC | 9,519 | $840.0K | 0.13% | +2,187+29.8% | Added |
| Cigna Investments Inc | 9,549 | $842.0K | 0.06% | −273−2.8% | Reduced |
| Carret Asset Management, LLC | 9,600 | $847.0K | 0.10% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 9,625 | $849.0K | 0.20% | +14+0.1% | Added |
| Jane Street Group, LLC | 9,706 | $856.0K | 0.00% | −5,694−37.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 9,815 | $866.0K | 0.29% | +69+0.7% | Added |
| Cohen & Steers, Inc. | 9,830 | $867.0K | 0.00% | +9,830 | New |
| Prospera Financial Services Inc | 9,874 | $873.0K | 0.04% | +803+8.9% | Added |
| ICW Investment Advisors LLC | 9,925 | $875.0K | 0.56% | +155+1.6% | Added |
| Advisor Partners LLC | 9,942 | $877.0K | 0.06% | −1,011−9.2% | Reduced |
| Apollon Wealth Management, LLC | 9,949 | $877.0K | 0.12% | +63+0.6% | Added |
| American State Bank (Iowa) | 9,951 | $877.7K | 0.68% | 00.0% | Unchanged |
| Brown Capital Management LLC | 10,099 | $891.0K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,108 | $892.0K | 0.24% | +2,154+27.1% | Added |
| Legacy Private Trust Co. | 10,387 | $916.0K | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 10,479 | $925.0K | 0.03% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 10,672 | $941.0K | 0.02% | +10,672 | New |
| Hantz Financial Services, Inc. | 10,736 | $947.0K | 0.03% | −11,540−51.8% | Reduced |
| HM Payson & Co | 10,945 | $965.0K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,949 | $966.0K | 0.00% | −205−1.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,952 | $966.0K | 0.85% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 10,993 | $970.0K | 0.01% | +3,496+46.6% | Added |
| Independent Advisor Alliance | 11,019 | $972.0K | 0.05% | +337+3.2% | Added |
| Valmark Advisers, Inc. | 11,052 | $975.0K | 0.02% | +12+0.1% | Added |
| Rafferty Asset Management, LLC | 11,131 | $982.0K | 0.01% | +4,032+56.8% | Added |
| Davenport & Co LLC | 11,176 | $986.0K | 0.01% | +2,080+22.9% | Added |
| Tudor Investment Corp Et Al | 11,367 | $1.00M | 0.02% | −45,621−80.1% | Reduced |
| Geneos Wealth Management Inc. | 11,504 | $1.01M | 0.04% | +138+1.2% | Added |
| Belpointe Asset Management LLC | 11,674 | $1.03M | 0.07% | +1,008+9.5% | Added |
| North Star Investment Management Corp. | 11,861 | $1.05M | 0.08% | +6+0.1% | Added |
| AE Wealth Management LLC | 11,891 | $1.05M | 0.01% | +234+2.0% | Added |
| Ameritas Investment Company, LLC | 12,251 | $1.08M | 0.05% | +1,654+15.6% | Added |
| Midwest Professional Planners, LTD. | 12,302 | $1.08M | 0.58% | +144+1.2% | Added |
| MML Investors Services, LLC | 12,470 | $1.10M | 0.01% | +1,433+13.0% | Added |
| Vista Capital Partners, Inc. | 12,495 | $1.10M | 0.16% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 12,601 | $1.11M | 1.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 13,110 | $1.16M | 0.07% | −588−4.3% | Reduced |
| Savant Capital, LLC | 13,123 | $1.16M | 0.04% | −50.0% | Reduced |
| Centiva Capital, LP | 13,219 | $1.17M | 0.09% | +10,439+375.5% | Added |
| Profund Advisors LLC | 13,350 | $1.18M | 0.04% | −262−1.9% | Reduced |
| Marietta Investment Partners LLC | 13,436 | $1.19M | 0.27% | 00.0% | Unchanged |
| Colony Group LLC | 13,491 | $1.19M | 0.02% | −50.0% | Reduced |
| Landaas & Co | 13,648 | $1.20M | 0.69% | −1,508−9.9% | Reduced |
| Welch & Forbes LLC | 13,748 | $1.21M | 0.02% | +700+5.4% | Added |
| NN Investment Partners Holdings N.V. | 13,807 | $1.22M | 0.01% | −15,500−52.9% | Reduced |
| STRS Ohio | 13,804 | $1.22M | 0.00% | −3,357−19.6% | Reduced |
| Tiaa, FSB | 13,874 | $1.22M | 0.00% | −248−1.8% | Reduced |
| Conning Inc. | 13,935 | $1.23M | 0.04% | −660−4.5% | Reduced |
| M&T Bank Corp | 14,309 | $1.26M | 0.01% | −221−1.5% | Reduced |
| Venturi Wealth Management, LLC | 14,385 | $1.27M | 0.11% | −817−5.4% | Reduced |
| Ontario Teachers Pension Plan Board | 14,393 | $1.27M | 0.00% | +8,643+150.3% | Added |
| Oarsman Capital, Inc. | 14,716 | $1.30M | 0.53% | −843−5.4% | Reduced |
| First Midwest Bank Trust Division | 14,985 | $1.32M | 0.19% | −257−1.7% | Reduced |
| South Dakota Investment Council | 15,162 | $1.34M | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 15,236 | $1.34M | 0.08% | −26,674−63.6% | Reduced |
| Baillie Gifford & Co | 15,233 | $1.34M | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 15,363 | $1.35M | 0.02% | −1,903−11.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 15,479 | $1.36M | 0.25% | +3,103+25.1% | Added |
| Kestra Advisory Services, LLC | 15,513 | $1.37M | 0.01% | +625+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,652 | $1.38M | 0.03% | +1,327+9.3% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.39M | 0.11% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 15,328 | $1.39M | 0.27% | −70−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,923 | $1.40M | 0.07% | −1,935−10.8% | Reduced |
| Rodgers Brothers Inc. | 15,923 | $1.40M | 0.28% | 00.0% | Unchanged |
| Agf Investments Inc. | 16,000 | $1.41M | 0.01% | −1,974−11.0% | Reduced |
| Xponance, Inc. | 16,063 | $1.42M | 0.03% | −1,440−8.2% | Reduced |
| Private Advisor Group, LLC | 16,770 | $1.48M | 0.01% | +4,652+38.4% | Added |
| Rockefeller Capital Management L.P. | 16,973 | $1.50M | 0.01% | +113+0.7% | Added |
| Regentatlantic Capital LLC | 17,262 | $1.52M | 0.05% | +2,514+17.0% | Added |
| MayTech Global Investments, LLC | 17,432 | $1.54M | 0.32% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 17,553 | $1.55M | 0.68% | +1,815+11.5% | Added |
| Weather Gauge Advisory, LLC | 17,631 | $1.55M | 2.01% | −356−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 17,680 | $1.56M | 0.01% | −964−5.2% | Reduced |
| CIBC World Markets Corp | 17,782 | $1.57M | 0.01% | −4,119−18.8% | Reduced |
| Daiwa Securities Group Inc. | 18,090 | $1.60M | 0.01% | +643+3.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,669 | $1.60M | 0.02% | −16,337−48.0% | Reduced |
| Dean Investment Associates, LLC | 18,284 | $1.61M | 0.30% | +859+4.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,413 | $1.62M | 1.17% | +191+1.0% | Added |
| AlphaCrest Capital Management LLC | 18,602 | $1.64M | 0.08% | +1,118+6.4% | Added |
| Waters Parkerson & Co., LLC | 18,642 | $1.64M | 0.09% | 00.0% | Unchanged |