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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 5,693 | $502.0K | 0.01% | +840+17.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,684 | $501.0K | 0.36% | −2,186−27.8% | Reduced |
| Two Sigma Investments, LP | 5,669 | $500.0K | 0.00% | −14,841−72.4% | Reduced |
| Tower View Investment Management & Research LLC | 5,607 | $495.0K | 0.27% | +5,607 | New |
| Front Barnett Associates LLC | 5,601 | $494.0K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 5,580 | $492.0K | 0.02% | −336−5.7% | Reduced |
| Appleton Partners Inc | 5,577 | $492.0K | 0.04% | +720+14.8% | Added |
| Cetera Advisors LLC | 5,583 | $492.0K | 0.01% | +893+19.0% | Added |
| Vontobel Holding Ltd. | 5,565 | $491.0K | 0.00% | −416−7.0% | Reduced |
| SPC Financial, Inc. | 5,550 | $490.0K | 0.06% | −200−3.5% | Reduced |
| Almanack Investment Partners, LLC. | 5,530 | $488.0K | 0.04% | +177+3.3% | Added |
| Equitable Holdings, Inc. | 5,509 | $486.0K | 0.01% | +627+12.8% | Added |
| Fukoku Mutual Life Insurance Co | 5,490 | $484.0K | 0.04% | +890+19.3% | Added |
| Brookstone Capital Management | 5,433 | $483.0K | 0.01% | +80+1.5% | Added |
| Polar Asset Management Partners Inc. | 5,458 | $481.0K | 0.01% | +5,458 | New |
| LVZ Advisors, Inc. | 5,428 | $479.0K | 0.07% | 00.0% | Unchanged |
| Veriti Management LLC | 5,387 | $475.0K | 0.07% | −1,025−16.0% | Reduced |
| Bridgefront Capital, LLC | 5,379 | $474.0K | 0.49% | −2,866−34.8% | Reduced |
| Compton Capital Management Inc | 5,350 | $472.0K | 0.14% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 5,337 | $471.0K | 0.02% | −40−0.7% | Reduced |
| Trust Co of Toledo NA | 5,319 | $469.0K | 0.08% | +76+1.4% | Added |
| Boston Family Office LLC | 5,213 | $460.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,188 | $458.0K | 0.13% | +48+0.9% | Added |
| North Star Asset Management Inc | 5,185 | $457.0K | 0.03% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 5,164 | $455.0K | 0.15% | +1,828+54.8% | Added |
| Boston Private Wealth LLC | 5,150 | $454.0K | 0.01% | +375+7.9% | Added |
| Teza Capital Management LLC | 5,117 | $451.0K | 0.22% | +5,117 | New |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $448.0K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 5,057 | $446.0K | 0.10% | +689+15.8% | Added |
| Great Valley Advisor Group, Inc. | 5,047 | $445.0K | 0.03% | −28−0.6% | Reduced |
| IFP Advisors, Inc | 5,015 | $445.0K | 0.01% | +2,325+86.4% | Added |
| Baker Tilly Wealth Management, LLC | 5,002 | $441.0K | 0.06% | −1,548−23.6% | Reduced |
| Sandy Spring Bank | 4,982 | $440.0K | 0.02% | −222−4.3% | Reduced |
| Smithfield Trust Co | 4,968 | $439.0K | 0.03% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 4,932 | $435.0K | 0.02% | +4,932 | New |
| Buckley Wealth Management, LLC | 4,899 | $432.0K | 0.14% | +364+8.0% | Added |
| Wealth Architects, LLC | 4,886 | $431.0K | 0.08% | −17−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 4,841 | $427.0K | 0.02% | +3+0.1% | Added |
| Clearstead Advisors, LLC | 4,841 | $427.0K | 0.03% | +81+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 4,800 | $423.0K | 0.11% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,747 | $419.0K | 0.02% | +338+7.7% | Added |
| Wellington Management Group LLP | 4,741 | $418.0K | 0.00% | −6,554−58.0% | Reduced |
| LS Investment Advisors, LLC | 4,732 | $417.0K | 0.05% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 4,725 | $417.0K | 0.33% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,720 | $416.0K | 0.07% | −341−6.7% | Reduced |
| Toews Corp | 4,700 | $415.0K | 0.05% | +4,700 | New |
| Virtu Financial LLC | 4,685 | $413.0K | 0.04% | +4,685 | New |
| Simplex Trading, LLC | 4,577 | $412.0K | 0.01% | +200+4.6% | Added |
| Independent Financial Group, LLC | 4,652 | $410.3K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,629 | $408.0K | 0.01% | +10.0% | Added |
| Douglass Winthrop Advisors, LLC | 4,602 | $406.0K | 0.01% | −300−6.1% | Reduced |
| MJP Associates Inc | 4,603 | $406.0K | 0.14% | −184−3.8% | Reduced |
| TrinityPoint Wealth, LLC | 4,592 | $405.0K | 0.08% | +120+2.7% | Added |
| Kovack Advisors, Inc. | 4,596 | $405.0K | 0.04% | +290+6.7% | Added |
| Hudock, Inc. | 4,588 | $404.0K | 0.12% | +16+0.3% | Added |
| Vestmark Advisory Solutions, Inc. | 4,534 | $400.0K | 0.03% | −2,339−34.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,535 | $399.0K | 0.05% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,523 | $399.0K | 0.06% | +684+17.8% | Added |
| Moody Lynn & Lieberson, LLC | 4,508 | $398.0K | 0.03% | 00.0% | Unchanged |
| CMC Financial Group | 4,464 | $394.0K | 0.23% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,437 | $391.0K | 0.01% | −14,552−76.6% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $391.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,396 | $387.0K | 0.05% | −505−10.3% | Reduced |
| Haverford Trust Co | 4,366 | $385.0K | 0.00% | +2,707+163.2% | Added |
| First Affirmative Financial Network | 4,369 | $385.0K | 0.40% | +4,369 | New |
| Citizens Financial Group Inc | 4,350 | $384.0K | 0.01% | −272−5.9% | Reduced |
| Bradley Foster & Sargent Inc | 4,316 | $381.0K | 0.01% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 4,314 | $380.0K | 0.21% | +1,003+30.3% | Added |
| Zacks Investment Management | 4,297 | $379.0K | 0.01% | −476−10.0% | Reduced |
| Becker Capital Management Inc | 4,301 | $379.0K | 0.02% | −113−2.6% | Reduced |
| Tarbox Family Office, Inc. | 4,281 | $378.0K | 0.07% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 4,264 | $376.0K | 0.01% | −495−10.4% | Reduced |
| Jones Financial Companies LLLP | 4,268 | $376.0K | 0.00% | −203−4.5% | Reduced |
| Alhambra Investment Partners LLC | 4,265 | $376.0K | 0.29% | 00.0% | Unchanged |
| Palladium Partners LLC | 4,196 | $370.0K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,178 | $369.0K | 0.04% | +14+0.3% | Added |
| Alpha Cubed Investments, LLC | 4,173 | $368.0K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,178 | $368.0K | 0.25% | +4,178 | New |
| 1st Source Bank | 4,155 | $367.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,130 | $365.0K | 0.01% | +1,224+42.1% | Added |
| Vaughan David Investments LLC | 4,126 | $364.0K | 0.01% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 4,113 | $363.0K | 0.09% | +108+2.7% | Added |
| Duncker Streett & Co Inc | 4,080 | $360.0K | 0.07% | −969−19.2% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $358.9K | 0.15% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $358.0K | 0.03% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 4,050 | $357.0K | 0.07% | −800−16.5% | Reduced |
| IHT Wealth Management, LLC | 4,036 | $356.0K | 0.03% | −7,024−63.5% | Reduced |
| Empirical Finance, LLC | 3,952 | $349.0K | 0.05% | +220+5.9% | Added |
| Hanson & Doremus Investment Management | 3,947 | $348.0K | 0.08% | +124+3.2% | Added |
| Resources Investment Advisors, LLC. | 3,934 | $347.0K | 0.01% | −163−4.0% | Reduced |
| Bank of Stockton | 3,932 | $347.0K | 0.11% | 00.0% | Unchanged |
| Csenge Advisory Group | 3,935 | $345.0K | 0.03% | +37+0.9% | Added |
| Bank of New Hampshire | 3,870 | $344.0K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 3,874 | $342.0K | 0.04% | +10+0.3% | Added |
| Centre Asset Management, LLC | 3,630 | $341.0K | 0.18% | 00.0% | Unchanged |
| Gradient Investments LLC | 3,851 | $340.0K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,856 | $340.0K | 0.05% | +76+2.0% | Added |
| Park Avenue Securities LLC | 3,842 | $339.0K | 0.01% | −37−1.0% | Reduced |
| Hutner Capital Management Inc | 3,807 | $336.0K | 0.22% | −18−0.5% | Reduced |
| AdvisorNet Financial, Inc | 3,810 | $336.0K | 0.02% | 00.0% | Unchanged |