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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 2,546 | $224.0K | 0.03% | +208+8.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $223.0K | 0.07% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 2,527 | $223.0K | 0.16% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 2,511 | $221.0K | 0.02% | −2,064−45.1% | Reduced |
| Capstone Financial Advisors, Inc. | 2,506 | $221.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,502 | $221.0K | 0.08% | +298+13.5% | Added |
| Transcend Wealth Collective, LLC | 2,425 | $220.0K | 0.02% | +2,425 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,487 | $219.0K | 0.16% | 00.0% | Unchanged |
| Umb Bank N A | 2,469 | $217.0K | 0.00% | −427−14.7% | Reduced |
| Financial Counselors Inc | 2,436 | $215.0K | 0.00% | −401−14.1% | Reduced |
| Executive Wealth Management, LLC | 2,439 | $215.0K | 0.02% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,420 | $213.0K | 0.01% | −836−25.7% | Reduced |
| Investment Partners, Ltd. | 2,412 | $213.0K | 0.10% | −510−17.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,411 | $213.0K | 0.02% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 2,408 | $212.0K | 0.04% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,408 | $212.0K | 0.03% | +10.0% | Added |
| Monument Capital Management | 2,404 | $212.0K | 0.07% | +2,404 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,370 | $209.0K | 0.04% | 00.0% | Unchanged |
| Well Done, LLC | 2,360 | $208.0K | 0.05% | −138−5.5% | Reduced |
| Roman Butler Fullerton & Co | 2,346 | $208.0K | 0.10% | +17+0.7% | Added |
| Alphasimplex Group, LLC | 2,346 | $207.0K | 0.17% | −2,599−52.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,350 | $207.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 2,345 | $207.0K | 0.04% | +18+0.8% | Added |
| First Command Financial Services, Inc. | 2,345 | $207.0K | 0.04% | +18+0.8% | Added |
| Monetary Management Group Inc | 2,350 | $207.0K | 0.06% | +300+14.6% | Added |
| Triton Wealth Management, PLLC | 2,308 | $206.0K | 0.10% | +2+0.1% | Added |
| Brown Advisory Securities, LLC | 2,350 | $206.0K | 0.06% | −32−1.3% | Reduced |
| Brinker Capital Investments, LLC | 2,314 | $206.0K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 2,337 | $206.0K | 0.02% | +2,337 | New |
| Quadrant Capital Group LLC | 2,322 | $205.0K | 0.03% | +123+5.6% | Added |
| Ingalls & Snyder LLC | 2,300 | $203.0K | 0.01% | −676−22.7% | Reduced |
| Boston Financial Mangement LLC | 2,300 | $203.0K | 0.01% | −100−4.2% | Reduced |
| Fort Washington Investment Advisors Inc | 2,300 | $203.0K | 0.00% | +2,300 | New |
| Glenview Trust Co | 2,285 | $202.0K | 0.01% | −888−28.0% | Reduced |
| Stevens Capital Management LP | 2,286 | $202.0K | 0.08% | +2,286 | New |
| Lido Advisors, LLC | 2,291 | $202.0K | 0.00% | +2,291 | New |
| Balentine LLC | 2,267 | $200.0K | 0.01% | +2,267 | New |
| Perkins Coie Trust Co | 2,257 | $199.0K | 0.06% | −184−7.5% | Reduced |
| TSFG, LLC | 2,221 | $196.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 2,227 | $196.0K | 0.00% | +95+4.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,165 | $191.0K | 0.03% | −3−0.1% | Reduced |
| IAG Wealth Partners, LLC | 1,923 | $170.0K | 0.06% | −55−2.8% | Reduced |
| Addison Advisors LLC | 1,926 | $170.0K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,924 | $169.7K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 1,911 | $169.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,890 | $167.0K | 0.03% | +13+0.7% | Added |
| Carroll Financial Associates, Inc. | 1,883 | $166.0K | 0.01% | −16−0.8% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $164.8K | 0.06% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,799 | $159.0K | 0.02% | −225−11.1% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $151.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,682 | $148.0K | 0.00% | −207−11.0% | Reduced |
| Clean Yield Group | 1,670 | $147.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $144.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $140.0K | 0.04% | 00.0% | Unchanged |
| Red Tortoise LLC | 1,535 | $137.0K | 0.11% | +1,535 | New |
| Sonora Investment Management, LLC | 1,545 | $136.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,519 | $134.0K | 0.01% | −134−8.1% | Reduced |
| TCTC Holdings, LLC | 1,467 | $129.0K | 0.01% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,456 | $128.0K | 0.08% | +1,456 | New |
| O'Shaughnessy Asset Management, LLC | 1,424 | $126.0K | 0.00% | +361+34.0% | Added |
| Laffer Tengler Investments | 1,424 | $125.6K | 0.04% | +1,424 | New |
| Private Capital Group, LLC | 1,363 | $120.0K | 0.03% | −33−2.4% | Reduced |
| Neo Ivy Capital Management | 1,354 | $119.0K | 0.14% | +1,354 | New |
| Financial Perspectives, Inc | 1,338 | $118.0K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,330 | $117.0K | 0.02% | −176−11.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,265 | $112.0K | 0.01% | −1,200−48.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $110.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,226 | $109.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,224 | $108.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,210 | $107.0K | 0.00% | +1,210 | New |
| BerganKDV Wealth Management, LLC | 1,158 | $102.0K | 0.01% | −1,000−46.3% | Reduced |
| Covington Capital Management | 1,131 | $100.0K | 0.00% | +3+0.3% | Added |
| Column Capital Advisors, LLC | 1,104 | $97.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,061 | $94.0K | 0.03% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,041 | $91.8K | 0.00% | −2,486−70.5% | Reduced |
| West Branch Capital LLC | 1,032 | $91.0K | 0.04% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,010 | $89.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,000 | $88.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 982 | $87.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 953 | $84.0K | 0.00% | +27+2.9% | Added |
| NEXT Financial Group, Inc | 933 | $82.0K | 0.01% | −51−5.2% | Reduced |
| Carolinas Wealth Consulting LLC | 906 | $80.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 915 | $80.0K | 0.01% | +222+32.0% | Added |
| Trustcore Financial Services, LLC | 912 | $80.0K | 0.01% | +912 | New |
| Barrett Asset Management, LLC | 894 | $79.0K | 0.00% | −23−2.5% | Reduced |
| Boit C F David | 867 | $76.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 848 | $75.0K | 0.01% | +49+6.1% | Added |
| Cutler Group LP | 860 | $75.0K | 0.01% | +360+72.0% | Added |
| RWM Asset Management, LLC | 846 | $75.0K | 0.02% | +846 | New |
| First Horizon Advisors, Inc. | 836 | $73.0K | 0.00% | +416+99.0% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $71.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 800 | $71.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 760 | $67.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $67.0K | 0.03% | 00.0% | Unchanged |
| Security National Trust Co | 725 | $64.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 711 | $63.0K | 0.00% | −69−8.8% | Reduced |
| Prestige Wealth Management Group LLC | 702 | $62.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 703 | $62.0K | 0.01% | +4+0.6% | Added |
| Altshuler Shaham Ltd | 672 | $60.0K | 0.00% | −64−8.7% | Reduced |
| Sittner & Nelson, LLC | 670 | $59.0K | 0.04% | 00.0% | Unchanged |