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 |
|---|---|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 9,815 | $866.0K | 0.29% | +69+0.7% | Added |
| Jane Street Group, LLC | 9,706 | $856.0K | 0.00% | −5,694−37.0% | Reduced |
| Kesler, Norman & Wride, LLC | 9,625 | $849.0K | 0.20% | +14+0.1% | Added |
| Carret Asset Management, LLC | 9,600 | $847.0K | 0.10% | 00.0% | Unchanged |
| Cigna Investments Inc | 9,549 | $842.0K | 0.06% | −273−2.8% | Reduced |
| Ropes Wealth Advisors LLC | 9,519 | $840.0K | 0.13% | +2,187+29.8% | Added |
| 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 |
| Alley Co LLC | 9,346 | $824.0K | 0.15% | −607−6.1% | Reduced |
| Spinnaker Trust | 9,298 | $820.0K | 0.06% | 00.0% | Unchanged |
| Greenleaf Trust | 9,256 | $816.0K | 0.01% | −316−3.3% | Reduced |
| Rowland & Co Investment Counsel | 9,140 | $801.1K | 0.27% | −745−7.5% | Reduced |
| Johnson Investment Counsel Inc | 8,997 | $794.0K | 0.01% | −47−0.5% | Reduced |
| IBM Retirement Fund | 8,945 | $789.0K | 0.06% | +37+0.4% | Added |
| Mission Wealth Management, LP | 8,936 | $788.0K | 0.04% | +148+1.7% | Added |
| Rockland Trust Co | 8,905 | $785.0K | 0.05% | −108−1.2% | Reduced |
| D.A. Davidson & Co. | 8,853 | $781.0K | 0.01% | −1,567−15.0% | Reduced |
| Resources Management Corp | 8,750 | $772.0K | 0.11% | −335−3.7% | Reduced |
| Chelsea Counsel Co | 8,729 | $770.0K | 0.35% | 00.0% | Unchanged |
| 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 |
| Point72 Hong Kong Ltd | 8,650 | $763.0K | 0.06% | +8,650 | New |
| Wealthspire Advisors, LLC | 8,614 | $760.0K | 0.02% | −3,498−28.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,524 | $752.0K | 0.08% | +314+3.8% | Added |
| Veritable, L.P. | 8,483 | $748.0K | 0.01% | −152−1.8% | Reduced |
| Montag A & Associates Inc | 8,414 | $742.0K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,400 | $741.0K | 0.05% | +8,400 | New |
| Stratos Wealth Advisors, LLC | 8,364 | $738.0K | 0.06% | +8,364 | New |
| Oppenheimer & Co Inc | 8,278 | $730.0K | 0.01% | +471+6.0% | Added |
| Quadrature Capital Ltd | 8,222 | $725.0K | 0.03% | −14,732−64.2% | 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 |
| Wetherby Asset Management Inc | 8,164 | $720.0K | 0.04% | −38−0.5% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $719.0K | 0.04% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 8,144 | $718.0K | 0.08% | 00.0% | Unchanged |
| World Asset Management Inc | 8,095 | $714.0K | 0.07% | −340−4.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,083 | $713.0K | 0.03% | +8,083 | New |
| Beaton Management Co. Inc. | 7,971 | $703.0K | 0.46% | 00.0% | Unchanged |
| Private Trust Co NA | 7,964 | $702.0K | 0.10% | −774−8.9% | Reduced |
| Aristotle Atlantic Partners, LLC | 7,941 | $700.0K | 0.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 7,920 | $699.0K | 0.05% | +261+3.4% | Added |
| Advisors Management Group Inc | 7,879 | $695.0K | 0.22% | +37+0.5% | Added |
| Ledyard National Bank | 7,819 | $689.0K | 0.07% | +278+3.7% | 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,731 | $682.0K | 0.01% | +137+1.8% | Added |
| Wealth Alliance | 7,672 | $677.0K | 0.15% | +50+0.7% | Added |
| Cetera Investment Advisers | 7,612 | $671.0K | 0.01% | −712−8.6% | Reduced |
| Moors & Cabot, Inc. | 7,637 | $669.0K | 0.04% | +141+1.9% | Added |
| Chesley Taft & Associates LLC | 7,545 | $665.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 7,524 | $664.0K | 0.06% | +394+5.5% | Added |
| Winton Group Ltd | 7,514 | $663.0K | 0.04% | +3,030+67.6% | Added |
| Northstar Asset Management Inc | 7,503 | $661.8K | 0.17% | −200−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,514 | $660.0K | 0.02% | −68−0.9% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 7,471 | $659.0K | 0.76% | +100+1.4% | Added |
| AGF Investments LLC | 7,399 | $653.0K | 0.06% | +368+5.2% | Added |
| 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 |
| Mairs & Power Inc | 7,319 | $646.0K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 7,142 | $645.0K | 0.02% | −700−8.9% | Reduced |
| 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 |
| Bridges Investment Management Inc | 7,200 | $635.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 7,164 | $632.0K | 0.12% | −378−5.0% | Reduced |
| Allstate Corp | 7,151 | $631.0K | 0.03% | −1,396−16.3% | Reduced |
| Diversified Trust Co | 7,108 | $627.0K | 0.02% | +2,355+49.5% | Added |
| Stephenson National Bank & Trust | 7,084 | $625.0K | 0.40% | −1,050−12.9% | Reduced |
| Peapack Gladstone Financial Corp | 7,028 | $620.0K | 0.01% | +2,962+72.8% | Added |
| Wesbanco Bank Inc | 7,008 | $618.0K | 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 |
| Chicago Capital, LLC | 6,941 | $612.0K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,928 | $611.0K | 0.02% | +180+2.7% | Added |
| Sigma Planning Corp | 6,889 | $608.0K | 0.02% | −190−2.7% | Reduced |
| Snowden Capital Advisors LLC | 6,883 | $607.1K | 0.03% | −1,014−12.8% | Reduced |
| Plancorp, LLC | 6,887 | $607.0K | 0.04% | +34+0.5% | Added |
| Vident Investment Advisory, LLC | 6,868 | $606.0K | 0.02% | +529+8.3% | Added |
| Meiji Yasuda Life Insurance Co | 6,819 | $601.0K | 0.01% | +1,200+21.4% | Added |
| Bryn Mawr Trust Co | 6,761 | $596.0K | 0.02% | −1,869−21.7% | Reduced |
| Winch Advisory Services, LLC | 6,740 | $594.0K | 0.21% | +42+0.6% | Added |
| Trexquant Investment LP | 6,686 | $590.0K | 0.05% | −11,544−63.3% | Reduced |
| Los Angeles Capital Management LLC | 6,634 | $585.0K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 6,592 | $582.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Wedbush Securities Inc | 6,521 | $575.0K | 0.03% | −338−4.9% | Reduced |
| Orion Portfolio Solutions, LLC | 6,372 | $562.0K | 0.02% | −363−5.4% | Reduced |
| Old Second National Bank of Aurora | 6,353 | $560.0K | 0.15% | 00.0% | Unchanged |
| Elm Advisors, LLC | 6,322 | $558.0K | 0.33% | −180−2.8% | Reduced |
| Northern Oak Wealth Management Inc | 6,318 | $557.0K | 0.07% | +100+1.6% | Added |
| CWM Advisors, LLC | 6,233 | $550.0K | 0.07% | −22,279−78.1% | Reduced |
| Busey Wealth Management | 6,177 | $545.0K | 0.02% | +1,443+30.5% | Added |
| Tiedemann Advisors, LLC | 6,160 | $543.0K | 0.03% | −87−1.4% | Reduced |
| Engineers Gate Manager LP | 6,142 | $542.0K | 0.03% | −33,808−84.6% | Reduced |
| Courier Capital LLC | 6,120 | $540.0K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6,076 | $535.9K | 0.19% | −640−9.5% | Reduced |
| Chicago Trust Co NA | 6,012 | $530.0K | 0.12% | +1,497+33.2% | Added |
| Marble Harbor Investment Counsel, LLC | 5,750 | $507.0K | 0.07% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 5,715 | $504.0K | 0.03% | −3−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 5,703 | $503.0K | 0.02% | 00.0% | Unchanged |