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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 650 | $57.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 646 | $57.0K | 0.01% | 00.0% | Unchanged |
| Estate Counselors, LLC | 602 | $53.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $53.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 604 | $53.0K | 0.01% | +25+4.3% | Added |
| South State Corp. | 591 | $52.0K | 0.00% | +591 | New |
| CNB Bank | 566 | $50.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 564 | $50.0K | 0.02% | +564 | New |
| Sugarloaf Wealth Management, LLC | 553 | $49.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 558 | $49.0K | 0.00% | +30+5.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 540 | $48.0K | 0.04% | −340−38.6% | Reduced |
| Sound Income Strategies, LLC | 506 | $45.0K | 0.01% | −34−6.3% | Reduced |
| Selective Wealth Management, Inc. | 500 | $44.0K | 0.02% | −31−5.8% | Reduced |
| Meridian Wealth Partners, LLC | 504 | $44.0K | 0.01% | +504 | New |
| Charter Oak Capital Management, LLC | 492 | $43.0K | 0.01% | −106−17.7% | Reduced |
| Clearview Wealth Advisors LLC | 488 | $43.0K | 0.03% | +3+0.6% | Added |
| Salem Investment Counselors Inc | 473 | $42.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $42.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 469 | $42.0K | 0.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 479 | $42.0K | 0.00% | +372+347.7% | Added |
| Lenox Wealth Advisors, LLC | 465 | $41.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 464 | $41.0K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 438 | $39.0K | 0.01% | +438 | New |
| Front Row Advisors LLC | 431 | $38.0K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $38.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 424 | $37.0K | 0.01% | −235−35.7% | Reduced |
| CX Institutional | 418 | $37.0K | 0.00% | +51+13.9% | Added |
| Cullen/Frost Bankers, Inc. | 398 | $35.0K | 0.00% | −673−62.8% | Reduced |
| Arrow Financial Corp | 400 | $35.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 384 | $34.0K | 0.04% | −2,015−84.0% | Reduced |
| Reilly Financial Advisors, LLC | 375 | $33.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 351 | $31.0K | 0.01% | +16+4.8% | Added |
| Green Harvest Asset Management LLC | 1,023 | $30.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $30.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 338 | $30.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 320 | $28.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 290 | $26.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 288 | $25.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 282 | $25.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 278 | $25.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 279 | $25.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 286 | $25.0K | 0.00% | +65+29.4% | Added |
| FinTrust Capital Advisors, LLC | 270 | $24.0K | 0.01% | −59−17.9% | Reduced |
| Phoenix Wealth Advisors | 272 | $24.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 262 | $23.0K | 0.00% | −20,363−98.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $22.1K | 0.03% | 00.0% | Unchanged |
| Central Bank & Trust Co | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 246 | $22.0K | 0.00% | +45+22.4% | Added |
| Eagle Bay Advisors LLC | 239 | $22.0K | 0.01% | +165+223.0% | Added |
| Prentice Wealth Management LLC | 236 | $21.0K | 0.01% | −41−14.8% | Reduced |
| Washington Trust Co | 230 | $21.0K | 0.00% | +30+15.0% | Added |
| Jacobi Capital Management LLC | 210 | $19.0K | 0.00% | +1+0.5% | Added |
| Bogart Wealth, LLC | 216 | $19.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 203 | $18.0K | 0.00% | +52+34.4% | Added |
| Lumature Wealth Partners, LLC | 190 | $17.0K | 0.01% | +106+126.2% | Added |
| Sterling Investment Advisors, Ltd. | 186 | $16.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 165 | $15.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 165 | $15.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 174 | $15.0K | 0.01% | +169+3,380.0% | Added |
| Pinnacle Financial Partners Inc | 164 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 150 | $13.0K | 0.00% | −12−7.4% | Reduced |
| Vigilant Capital Management, LLC | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 139 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 127 | $11.0K | 0.00% | +1+0.8% | Added |
| Mascoma Wealth Management LLC | 125 | $11.0K | 0.00% | +125 | New |
| Larson Financial Group LLC | 114 | $10.0K | 0.00% | −5−4.2% | Reduced |
| Brown Brothers Harriman & Co | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 14,267 | $9.00K | 0.11% | +404+2.9% | Added |
| Goodwin Investment Advisory | 100 | $9.00K | 0.01% | −336−77.1% | Reduced |
| Vectors Research Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 107 | $9.00K | 0.01% | +1+0.9% | Added |
| Capital Advisors, Ltd. LLC | 75 | $7.00K | 0.00% | −859−92.0% | Reduced |
| Cordasco Financial Network | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 84 | $7.00K | 0.00% | +84 | New |
| Creative Financial Designs Inc | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 69 | $6.00K | 0.00% | +22+46.8% | Added |
| Kelly Financial Services LLC | 65 | $5.73K | 0.00% | −5,717−98.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.00K | 0.00% | −9−12.7% | Reduced |
| Key Financial Inc | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 54 | $5.00K | 0.00% | −8−12.9% | Reduced |