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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 54 | $4.76K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $4.00K | 0.00% | −44−46.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 42 | $4.00K | 0.00% | −7−14.3% | Reduced |
| Costello Asset Management, INC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 51 | $4.00K | 0.00% | +51 | New |
| Bell Investment Advisors, Inc | 48 | $4.00K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 40 | $3.53K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 39 | $3.00K | 0.00% | −21−35.0% | Reduced |
| Logan Capital Management Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 29 | $3.00K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 25 | $2.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Westside Investment Management, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Arkadios Wealth Advisors | 3 | $0 | 0.00% | −113−97.4% | Reduced |
| Simon Quick Advisors, LLC | 10 | $0 | 0.00% | −2−16.7% | Reduced |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 4 | – | – | +4 | New |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −111,266−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −87,322−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −28,819−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −27,522−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −20,654−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,258−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Mason Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −12,944−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −12,593−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,770−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,389−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −10,208−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −8,124−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −7,607−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −7,437−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,227−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −6,359−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −5,808−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −4,261−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| H&H Retirement Design & Management INC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −2,736−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,626−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Homrich & Berg | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −2,271−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −2,245−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1,975−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −1,285−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −1,255−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| Badgley Phelps & Bell Inc | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |