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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 19,113 | $1.68M | 0.01% | +19,113 | New |
| Kentucky Retirement Systems | 19,072 | $1.68M | 0.08% | +704+3.8% | Added |
| Dana Investment Advisors, Inc. | 19,104 | $1.69M | 0.08% | +364+1.9% | Added |
| RFG Advisory, LLC | 19,120 | $1.69M | 0.14% | +3,794+24.8% | Added |
| Miller Howard Investments Inc | 19,226 | $1.70M | 0.07% | −32−0.2% | Reduced |
| Brown Advisory Inc | 19,288 | $1.70M | 0.00% | −726−3.6% | Reduced |
| Assenagon Asset Management S.A. | 19,354 | $1.71M | 0.01% | +19,354 | New |
| Benjamin Edwards Inc | 19,404 | $1.71M | 1.04% | +7,585+64.2% | Added |
| Captrust Financial Advisors | 19,506 | $1.72M | 0.01% | +2,040+11.7% | Added |
| Louisiana State Employees Retirement System | 19,600 | $1.73M | 0.04% | −100−0.5% | Reduced |
| Ellenbecker Investment Group | 19,668 | $1.73M | 0.54% | +1,109+6.0% | Added |
| Oppenheimer Asset Management Inc. | 19,849 | $1.75M | 0.02% | −3,985−16.7% | Reduced |
| United Capital Management of KS, Inc. | 19,871 | $1.75M | 0.72% | −252−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 19,881 | $1.75M | 0.04% | +10,083+102.9% | Added |
| Capstone Investment Advisors, LLC | 20,138 | $1.78M | 0.03% | +20,138 | New |
| Nordea Investment Management AB | 20,115 | $1.79M | 0.00% | 00.0% | Unchanged |
| Alta Capital Management LLC | 20,424 | $1.80M | 0.10% | −18,432−47.4% | Reduced |
| New Mexico Educational Retirement Board | 20,653 | $1.82M | 0.06% | −400−1.9% | Reduced |
| Loveless Wealth Management LLC | 20,700 | $1.83M | 1.11% | −170−0.8% | Reduced |
| BBVA USA | 20,742 | $1.83M | 0.11% | +743+3.7% | Added |
| Kestra Private Wealth Services, LLC | 21,409 | $1.89M | 0.11% | +974+4.8% | Added |
| MD Financial Management Inc. | 21,451 | $1.89M | 0.05% | −721−3.3% | Reduced |
| Motley Fool Wealth Management, LLC | 21,545 | $1.90M | 0.08% | +1,053+5.1% | Added |
| Twin Capital Management Inc | 21,597 | $1.91M | 0.20% | −1,130−5.0% | Reduced |
| Sadoff Investment Management LLC | 21,631 | $1.91M | 0.13% | −2,200−9.2% | Reduced |
| Caldwell Trust Co | 22,700 | $2.00M | 0.25% | +714+3.2% | Added |
| Icon Wealth Partners, LLC | 22,740 | $2.01M | 0.21% | −3,007−11.7% | Reduced |
| Castellan Group, LLC | 23,100 | $2.04M | 1.05% | +14,140+157.8% | Added |
| Johnson Financial Group, Inc. | 23,200 | $2.05M | 0.14% | −3,692−13.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 23,266 | $2.05M | 0.01% | −24,229−51.0% | Reduced |
| Donaldson Capital Management, LLC | 23,413 | $2.06M | 0.10% | −6,233−21.0% | Reduced |
| Marshall Wace, LLP | 23,560 | $2.08M | 0.01% | +7,739+48.9% | Added |
| Corient Capital Partners, LLC | 23,633 | $2.08M | 0.15% | −325−1.4% | Reduced |
| Thomas Story & Son LLC | 23,947 | $2.11M | 0.86% | +747+3.2% | Added |
| Maryland State Retirement & Pension System | 24,199 | $2.15M | 0.06% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24,442 | $2.16M | 0.00% | +1,364+5.9% | Added |
| Parsons Capital Management Inc | 24,500 | $2.16M | 0.17% | −218−0.9% | Reduced |
| Paloma Partners Management Co | 24,613 | $2.17M | 0.09% | +13,534+122.2% | Added |
| Shakespeare Wealth Management, Inc. | 24,864 | $2.18M | 0.84% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,726 | $2.18M | 0.02% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 25,010 | $2.21M | 0.28% | +55+0.2% | Added |
| N.E.W. Advisory Services LLC | 25,055 | $2.21M | 0.36% | −1,156−4.4% | Reduced |
| Bokf, NA | 25,389 | $2.24M | 0.04% | +25,389 | New |
| KLCM Advisors, Inc. | 25,434 | $2.24M | 0.48% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 25,594 | $2.26M | 0.71% | +115+0.5% | Added |
| Crossmark Global Holdings, Inc. | 25,609 | $2.26M | 0.05% | +1,119+4.6% | Added |
| HighPoint Advisor Group LLC | 25,746 | $2.27M | 0.22% | −1,192−4.4% | Reduced |
| American Century Companies Inc | 26,231 | $2.31M | 0.00% | +20,087+326.9% | Added |
| Oregon Public Employees Retirement Fund | 26,307 | $2.32M | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 26,341 | $2.32M | 0.60% | +55+0.2% | Added |
| ING Groep NV | 26,482 | $2.34M | 0.03% | +22,675+595.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 26,668 | $2.35M | 0.06% | −209−0.8% | Reduced |
| Legacy Capital Partners, Inc. | 26,729 | $2.36M | 0.85% | +920+3.6% | Added |
| Norinchukin Bank, The | 26,764 | $2.36M | 0.03% | +657+2.5% | Added |
| Avantax Planning Partners, Inc. | 27,031 | $2.38M | 0.11% | −208−0.8% | Reduced |
| TD Private Client Wealth LLC | 27,478 | $2.42M | 0.10% | +2,014+7.9% | Added |
| Hudson Bay Capital Management LP | 27,957 | $2.47M | 0.03% | +27,957 | New |
| Cetera Advisor Networks LLC | 28,234 | $2.49M | 0.03% | +632+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 28,535 | $2.52M | 0.18% | +129+0.5% | Added |
| CIBC Asset Management Inc | 28,532 | $2.52M | 0.01% | +777+2.8% | Added |
| First American Bank | 28,544 | $2.52M | 0.15% | +137+0.5% | Added |
| Hartford Investment Management Co | 29,387 | $2.59M | 0.07% | −3,819−11.5% | Reduced |
| Associated Banc-Corp | 29,420 | $2.60M | 0.10% | −2,922−9.0% | Reduced |
| Natixis | 29,976 | $2.64M | 0.01% | +29,976 | New |
| Mercer Global Advisors Inc | 30,199 | $2.66M | 0.02% | +14,214+88.9% | Added |
| Rothschild Investment Corp | 30,415 | $2.68M | 0.23% | −108−0.4% | Reduced |
| Cincinnati Casualty Co | 31,000 | $2.73M | 1.62% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 28,445 | $2.76M | 0.13% | +28,445 | New |
| GWM Advisors LLC | 31,356 | $2.77M | 0.07% | −8,627−21.6% | Reduced |
| Thrivent Financial for Lutherans | 31,463 | $2.79M | 0.01% | −131,624−80.7% | Reduced |
| KCM Investment Advisors LLC | 31,823 | $2.81M | 0.11% | −142−0.4% | Reduced |
| Atria Investments LLC | 31,998 | $2.82M | 0.05% | +5,355+20.1% | Added |
| Somerset Trust Co | 32,009 | $2.82M | 1.15% | −143−0.4% | Reduced |
| Allianz Asset Management GmbH | 32,148 | $2.83M | 0.00% | +14,266+79.8% | Added |
| Dividend Assets Capital, LLC | 32,326 | $2.85M | 0.57% | −59−0.2% | Reduced |
| First Republic Investment Management, Inc. | 32,394 | $2.86M | 0.01% | −2,121−6.1% | Reduced |
| Schroder Investment Management Group | 32,692 | $2.88M | 0.00% | −4,595−12.3% | Reduced |
| Keybank National Association | 32,926 | $2.90M | 0.01% | −2,630−7.4% | Reduced |
| Glenmede Trust Co NA | 32,997 | $2.91M | 0.02% | −4,011−10.8% | Reduced |
| People's United Financial, Inc. | 33,906 | $2.99M | 0.07% | +885+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 34,147 | $3.01M | 0.05% | +755+2.3% | Added |
| Great Lakes Advisors, LLC | 34,535 | $3.05M | 0.05% | +305+0.9% | Added |
| Banque Cantonale Vaudoise | 34,578 | $3.05M | 0.13% | −900−2.5% | Reduced |
| Seeyond | 34,704 | $3.06M | 0.30% | +5,491+18.8% | Added |
| Nicholas Company, Inc. | 34,735 | $3.06M | 0.05% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 34,827 | $3.07M | 0.06% | +1,438+4.3% | Added |
| Te Ahumairangi Investment Management Ltd | 35,382 | $3.12M | 0.43% | −4,983−12.3% | Reduced |
| Signature Wealth Management Group | 35,417 | $3.12M | 1.74% | −179−0.5% | Reduced |
| Nissay Asset Management Corp | 35,414 | $3.12M | 0.03% | +1,359+4.0% | Added |
| Regions Financial Corp | 35,568 | $3.14M | 0.03% | −2,189−5.8% | Reduced |
| CIBC Private Wealth Group, LLC | 36,300 | $3.20M | 0.01% | −41−0.1% | Reduced |
| Leavell Investment Management, Inc. | 36,384 | $3.21M | 0.24% | −200−0.5% | Reduced |
| Meyer Handelman Co | 36,742 | $3.24M | 0.13% | −300−0.8% | Reduced |
| Metropolitan Life Insurance Co | 37,104 | $3.27M | 0.05% | −1,258−3.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 37,396 | $3.30M | 0.34% | +2,445+7.0% | Added |
| KBC Group NV | 37,574 | $3.31M | 0.01% | +1,236+3.4% | Added |
| Prudential PLC | 38,060 | $3.36M | 0.05% | −2,772−6.8% | Reduced |
| IFM Investors Pty Ltd | 39,234 | $3.46M | 0.07% | +269+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 39,916 | $3.52M | 0.04% | +7,510+23.2% | Added |
| HighTower Advisors, LLC | 40,319 | $3.55M | 0.01% | −881−2.1% | Reduced |