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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 3,816 | $336.0K | 0.11% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,799 | $335.0K | 0.02% | +30+0.8% | Added |
| Isthmus Partners, LLC | 3,782 | $334.0K | 0.06% | −300−7.3% | Reduced |
| Gladstone Institutional Advisory LLC | 3,790 | $334.0K | 0.03% | +3,790 | New |
| Cerity Partners LLC | 3,750 | $331.0K | 0.01% | −241−6.0% | Reduced |
| John G Ullman & Associates Inc | 3,750 | $331.0K | 0.05% | +100+2.7% | Added |
| Symmetry Partners, LLC | 3,682 | $327.0K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,671 | $324.0K | 0.02% | +29+0.8% | Added |
| Acadian Asset Management LLC | 3,677 | $323.0K | 0.00% | +2,297+166.4% | Added |
| Mirabella Financial Services LLP | 3,649 | $322.0K | 0.04% | +980+36.7% | Added |
| Inspirion Wealth Advisors, LLC | 3,637 | $321.0K | 0.07% | +2+0.1% | Added |
| Capital Advisors Inc | 3,628 | $320.0K | 0.01% | −77−2.1% | Reduced |
| First Heartland Consultants, Inc. | 3,617 | $319.0K | 0.05% | −42−1.1% | Reduced |
| Trustmark National Bank Trust Department | 3,580 | $316.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 3,575 | $316.0K | 0.20% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,569 | $315.0K | 0.02% | −52−1.4% | Reduced |
| Lincoln National Corp | 3,542 | $312.0K | 0.01% | −3−0.1% | Reduced |
| Successful Portfolios LLC | 3,537 | $312.0K | 0.19% | 00.0% | Unchanged |
| Norris Perne & French LLP | 3,533 | $312.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,528 | $311.0K | 0.01% | +15+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 3,500 | $309.0K | 0.00% | −2−0.1% | Reduced |
| Ascension Asset Management LLC | 3,500 | $309.0K | 0.20% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,403 | $300.0K | 0.19% | −883−20.6% | Reduced |
| Duality Advisers, LP | 3,382 | $298.0K | 0.02% | −86,654−96.2% | Reduced |
| Zions Bancorporation, N.A. | 3,344 | $295.0K | 0.03% | +3,128+1,448.1% | Added |
| Summit Asset Management, LLC | 3,335 | $294.0K | 0.09% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 3,331 | $294.0K | 0.02% | +3,331 | New |
| BLB&B Advisors, LLC | 3,311 | $292.0K | 0.02% | −200−5.7% | Reduced |
| Pitcairn Co | 3,304 | $292.0K | 0.02% | −74−2.2% | Reduced |
| Crewe Advisors LLC | 3,283 | $290.0K | 0.07% | +17+0.5% | Added |
| Gotham Asset Management, LLC | 3,269 | $288.0K | 0.01% | +3,269 | New |
| Mark Stevens | 3,255 | $287.0K | 0.03% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,255 | $287.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,259 | $287.0K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,257 | $287.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $287.0K | 0.17% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,238 | $285.6K | 0.03% | +23+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 3,229 | $285.0K | 0.06% | +21+0.7% | Added |
| Ieq Capital, LLC | 3,233 | $285.0K | 0.01% | +533+19.7% | Added |
| Keystone Financial Group | 3,215 | $284.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,209 | $283.0K | 0.01% | −241−7.0% | Reduced |
| Bailard, Inc. | 3,203 | $282.0K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,151 | $278.0K | 0.03% | +247+8.5% | Added |
| Farr Miller & Washington LLC | 3,142 | $277.0K | 0.02% | −521−14.2% | Reduced |
| Bessemer Group Inc | 3,128 | $276.0K | 0.00% | −109−3.4% | Reduced |
| Stephens Inc | 3,114 | $275.0K | 0.00% | −876−22.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,110 | $274.0K | 0.02% | −200−6.0% | Reduced |
| Prelude Capital Management, LLC | 3,093 | $273.0K | 0.01% | +3,093 | New |
| Verition Fund Management LLC | 3,059 | $270.0K | 0.00% | −738−19.4% | Reduced |
| Federated Hermes, Inc. | 3,069 | $270.0K | 0.00% | −81−2.6% | Reduced |
| Regal Investment Advisors LLC | 3,035 | $268.0K | 0.03% | +17+0.6% | Added |
| CRA Financial Services, LLC | 3,030 | $267.0K | 0.09% | 00.0% | Unchanged |
| Fiera Capital Corp | 3,020 | $266.0K | 0.00% | −2,005−39.9% | Reduced |
| EP Wealth Advisors, LLC | 3,017 | $266.0K | 0.01% | −560−15.7% | Reduced |
| Arcadia Investment Management Corp | 3,000 | $265.0K | 0.05% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 3,000 | $265.0K | 0.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 2,998 | $264.0K | 0.01% | +420+16.3% | Added |
| Tower Bridge Advisors | 2,985 | $263.3K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,969 | $261.9K | 0.10% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,941 | $259.0K | 0.02% | −464−13.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,935 | $259.0K | 0.02% | +618+26.7% | Added |
| Sentry Investment Management LLC | 2,910 | $257.0K | 0.07% | −425−12.7% | Reduced |
| BTR Capital Management Inc | 2,912 | $257.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,910 | $257.0K | 0.04% | +215+8.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,897 | $256.0K | 0.15% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,893 | $255.0K | 0.05% | +300+11.6% | Added |
| Qci Asset Management Inc | 2,880 | $254.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,867 | $253.0K | 0.01% | +2,867 | New |
| Providence Wealth Advisors, LLC | 2,842 | $251.0K | 0.17% | +8+0.3% | Added |
| Doyle Wealth Management | 2,831 | $250.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $250.0K | 0.14% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $250.0K | 0.02% | +30+1.1% | Added |
| International Assets Investment Management, LLC | 2,809 | $248.0K | 0.04% | +25+0.9% | Added |
| DuPont Capital Management Corp | 2,804 | $247.0K | 0.01% | −1,311−31.9% | Reduced |
| St Germain D J Co Inc | 2,782 | $245.0K | 0.02% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,779 | $245.0K | 0.08% | +36+1.3% | Added |
| Blue Chip Partners, Inc. | 2,760 | $243.0K | 0.03% | −449−14.0% | Reduced |
| Tocqueville Asset Management L.P. | 2,753 | $243.0K | 0.00% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,740 | $242.0K | 0.11% | +24+0.9% | Added |
| Wolverine Trading, LLC | 2,724 | $242.0K | 0.00% | +2,724 | New |
| Global Retirement Partners, LLC | 2,735 | $241.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 2,735 | $241.0K | 0.04% | +169+6.6% | Added |
| Strategy Asset Managers LLC | 2,723 | $240.0K | 0.05% | +51+1.9% | Added |
| Checchi Capital Advisers, LLC | 2,716 | $240.0K | 0.03% | +294+12.1% | Added |
| Autus Asset Management, LLC | 2,700 | $238.0K | 0.03% | −31−1.1% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $238.0K | 0.04% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,698 | $238.0K | 0.02% | +121+4.7% | Added |
| Principle Wealth Partners LLC | 2,681 | $236.0K | 0.03% | −55−2.0% | Reduced |
| IFG Advisors, LLC | 2,670 | $235.0K | 0.11% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,653 | $234.0K | 0.02% | −94−3.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $232.0K | 0.03% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,643 | $232.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,617 | $231.0K | 0.19% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,614 | $231.0K | 0.04% | +108+4.3% | Added |
| RSM US Wealth Management LLC | 2,599 | $229.0K | 0.01% | +2,599 | New |
| White Pine Capital LLC | 2,570 | $227.0K | 0.07% | −200−7.2% | Reduced |
| Fulton Bank, N.A. | 2,579 | $227.0K | 0.01% | +16+0.6% | Added |
| YorkBridge Wealth Partners, LLC | 2,565 | $226.0K | 0.06% | −2,314−47.4% | Reduced |
| Dowling & Yahnke LLC | 2,562 | $226.0K | 0.01% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 2,556 | $225.0K | 0.09% | 00.0% | Unchanged |