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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 22,700 | $2.00M | 0.25% | +714+3.2% | Added |
| Sadoff Investment Management LLC | 21,631 | $1.91M | 0.13% | −2,200−9.2% | Reduced |
| Twin Capital Management Inc | 21,597 | $1.91M | 0.20% | −1,130−5.0% | Reduced |
| Motley Fool Wealth Management, LLC | 21,545 | $1.90M | 0.08% | +1,053+5.1% | Added |
| MD Financial Management Inc. | 21,451 | $1.89M | 0.05% | −721−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 21,409 | $1.89M | 0.11% | +974+4.8% | Added |
| BBVA USA | 20,742 | $1.83M | 0.11% | +743+3.7% | Added |
| Loveless Wealth Management LLC | 20,700 | $1.83M | 1.11% | −170−0.8% | Reduced |
| New Mexico Educational Retirement Board | 20,653 | $1.82M | 0.06% | −400−1.9% | Reduced |
| Alta Capital Management LLC | 20,424 | $1.80M | 0.10% | −18,432−47.4% | Reduced |
| Nordea Investment Management AB | 20,115 | $1.79M | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 20,138 | $1.78M | 0.03% | +20,138 | New |
| Tower Research Capital LLC (TRC) | 19,881 | $1.75M | 0.04% | +10,083+102.9% | Added |
| United Capital Management of KS, Inc. | 19,871 | $1.75M | 0.72% | −252−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 19,849 | $1.75M | 0.02% | −3,985−16.7% | Reduced |
| Ellenbecker Investment Group | 19,668 | $1.73M | 0.54% | +1,109+6.0% | Added |
| Louisiana State Employees Retirement System | 19,600 | $1.73M | 0.04% | −100−0.5% | Reduced |
| Captrust Financial Advisors | 19,506 | $1.72M | 0.01% | +2,040+11.7% | Added |
| Benjamin Edwards Inc | 19,404 | $1.71M | 1.04% | +7,585+64.2% | Added |
| Assenagon Asset Management S.A. | 19,354 | $1.71M | 0.01% | +19,354 | New |
| Brown Advisory Inc | 19,288 | $1.70M | 0.00% | −726−3.6% | Reduced |
| Miller Howard Investments Inc | 19,226 | $1.70M | 0.07% | −32−0.2% | Reduced |
| RFG Advisory, LLC | 19,120 | $1.69M | 0.14% | +3,794+24.8% | Added |
| Dana Investment Advisors, Inc. | 19,104 | $1.69M | 0.08% | +364+1.9% | Added |
| Kentucky Retirement Systems | 19,072 | $1.68M | 0.08% | +704+3.8% | Added |
| Nomura Holdings Inc | 19,113 | $1.68M | 0.01% | +19,113 | New |
| Waters Parkerson & Co., LLC | 18,642 | $1.64M | 0.09% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 18,602 | $1.64M | 0.08% | +1,118+6.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,413 | $1.62M | 1.17% | +191+1.0% | Added |
| Dean Investment Associates, LLC | 18,284 | $1.61M | 0.30% | +859+4.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,669 | $1.60M | 0.02% | −16,337−48.0% | Reduced |
| Daiwa Securities Group Inc. | 18,090 | $1.60M | 0.01% | +643+3.7% | Added |
| CIBC World Markets Corp | 17,782 | $1.57M | 0.01% | −4,119−18.8% | Reduced |
| United Capital Financial Advisers, LLC | 17,680 | $1.56M | 0.01% | −964−5.2% | Reduced |
| Weather Gauge Advisory, LLC | 17,631 | $1.55M | 2.01% | −356−2.0% | Reduced |
| Virtus ETF Advisers LLC | 17,553 | $1.55M | 0.68% | +1,815+11.5% | Added |
| MayTech Global Investments, LLC | 17,432 | $1.54M | 0.32% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 17,262 | $1.52M | 0.05% | +2,514+17.0% | Added |
| Rockefeller Capital Management L.P. | 16,973 | $1.50M | 0.01% | +113+0.7% | Added |
| Private Advisor Group, LLC | 16,770 | $1.48M | 0.01% | +4,652+38.4% | Added |
| Xponance, Inc. | 16,063 | $1.42M | 0.03% | −1,440−8.2% | Reduced |
| Agf Investments Inc. | 16,000 | $1.41M | 0.01% | −1,974−11.0% | 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 |
| Schmidt P J Investment Management Inc | 15,328 | $1.39M | 0.27% | −70−0.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.39M | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 15,652 | $1.38M | 0.03% | +1,327+9.3% | Added |
| Kestra Advisory Services, LLC | 15,513 | $1.37M | 0.01% | +625+4.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,479 | $1.36M | 0.25% | +3,103+25.1% | Added |
| Swiss Life Asset Management Ltd | 15,363 | $1.35M | 0.02% | −1,903−11.0% | Reduced |
| 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 |
| South Dakota Investment Council | 15,162 | $1.34M | 0.02% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 14,985 | $1.32M | 0.19% | −257−1.7% | Reduced |
| Oarsman Capital, Inc. | 14,716 | $1.30M | 0.53% | −843−5.4% | 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 |
| M&T Bank Corp | 14,309 | $1.26M | 0.01% | −221−1.5% | Reduced |
| Conning Inc. | 13,935 | $1.23M | 0.04% | −660−4.5% | Reduced |
| Tiaa, FSB | 13,874 | $1.22M | 0.00% | −248−1.8% | Reduced |
| 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 |
| Welch & Forbes LLC | 13,748 | $1.21M | 0.02% | +700+5.4% | Added |
| Landaas & Co | 13,648 | $1.20M | 0.69% | −1,508−9.9% | Reduced |
| Colony Group LLC | 13,491 | $1.19M | 0.02% | −50.0% | Reduced |
| Marietta Investment Partners LLC | 13,436 | $1.19M | 0.27% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,350 | $1.18M | 0.04% | −262−1.9% | Reduced |
| Centiva Capital, LP | 13,219 | $1.17M | 0.09% | +10,439+375.5% | Added |
| Savant Capital, LLC | 13,123 | $1.16M | 0.04% | −50.0% | Reduced |
| Stock Yards Bank & Trust Co | 13,110 | $1.16M | 0.07% | −588−4.3% | Reduced |
| Hummer Financial Advisory Services Inc | 12,601 | $1.11M | 1.03% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 12,495 | $1.10M | 0.16% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,470 | $1.10M | 0.01% | +1,433+13.0% | Added |
| Midwest Professional Planners, LTD. | 12,302 | $1.08M | 0.58% | +144+1.2% | Added |
| Ameritas Investment Company, LLC | 12,251 | $1.08M | 0.05% | +1,654+15.6% | Added |
| AE Wealth Management LLC | 11,891 | $1.05M | 0.01% | +234+2.0% | Added |
| North Star Investment Management Corp. | 11,861 | $1.05M | 0.08% | +6+0.1% | Added |
| Belpointe Asset Management LLC | 11,674 | $1.03M | 0.07% | +1,008+9.5% | Added |
| Geneos Wealth Management Inc. | 11,504 | $1.01M | 0.04% | +138+1.2% | Added |
| Tudor Investment Corp Et Al | 11,367 | $1.00M | 0.02% | −45,621−80.1% | Reduced |
| Davenport & Co LLC | 11,176 | $986.0K | 0.01% | +2,080+22.9% | Added |
| Rafferty Asset Management, LLC | 11,131 | $982.0K | 0.01% | +4,032+56.8% | Added |
| Valmark Advisers, Inc. | 11,052 | $975.0K | 0.02% | +12+0.1% | Added |
| Independent Advisor Alliance | 11,019 | $972.0K | 0.05% | +337+3.2% | Added |
| Echo Street Capital Management LLC | 10,993 | $970.0K | 0.01% | +3,496+46.6% | Added |
| 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 |
| HM Payson & Co | 10,945 | $965.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10,736 | $947.0K | 0.03% | −11,540−51.8% | Reduced |
| Worldquant Millennium Advisors LLC | 10,672 | $941.0K | 0.02% | +10,672 | New |
| Central Trust Co | 10,479 | $925.0K | 0.03% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 10,387 | $916.0K | 0.07% | 00.0% | Unchanged |
| West Family Investments, Inc. | 10,108 | $892.0K | 0.24% | +2,154+27.1% | Added |
| Brown Capital Management LLC | 10,099 | $891.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 9,951 | $877.7K | 0.68% | 00.0% | Unchanged |
| 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 |
| ICW Investment Advisors LLC | 9,925 | $875.0K | 0.56% | +155+1.6% | Added |
| Prospera Financial Services Inc | 9,874 | $873.0K | 0.04% | +803+8.9% | Added |
| Cohen & Steers, Inc. | 9,830 | $867.0K | 0.00% | +9,830 | New |