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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.

Q4 2021 vs. Q3 2021

How the institutions holding Wec Energy Group, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of WEC: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders92719999+91
Shares230.2M757.6K232.0M+2.46M (+1.1%)
Value$20.3B$66.8M$22.5B+$2.28B (+11.2%)

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (160)

Institutions that held Wec Energy Group, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 160 by value.

Institutions new to WEC in Q4 2021
InstitutionSharesValue% of portfolio
CWM, LLC316,386$30.7M0.22%
Allspring Global Investments Holdings, LLC231,662$22.5M0.03%
Pinebridge Investments, L.P.143,091$13.9M0.14%
44 Wealth Management LLC66,608$6.47M2.24%
Yousif Capital Management, LLC56,467$5.48M0.06%
Gulf International Bank (UK) Ltd53,074$5.15M0.07%
American Assets Investment Management, LLC50,000$4.85M0.52%
Options Solutions, LLC43,046$4.18M3.80%
Redmont Wealth Advisors LLC43,046$4.18M4.63%
B. Metzler seel. Sohn & Co. AG42,705$4.15M0.05%
Lockheed Martin Investment Management Co34,600$3.36M0.18%
Aigen Investment Management, LP35,209$3.35M0.21%
Jacobs Levy Equity Management, Inc32,027$3.11M0.02%
Aquila Investment Management LLC29,000$2.81M1.36%
Capitolis Advisors LLC25,516$2.48M0.01%
PDT Partners, LLC23,525$2.28M0.17%
Kenfarb & Co.21,445$2.08M1.52%
Regency Capital Management Inc.20,737$2.01M1.28%
National Bank of Canada19,808$1.90M0.01%
Kempen Capital Management N.V.18,289$1.77M0.05%
Bridgewater Associates, LP17,269$1.68M0.01%
Sabal Trust CO17,255$1.68M0.11%
Sciencast Management LP16,510$1.60M0.28%
Ameritas Advisory Services, LLC16,303$1.58M0.06%
Marks Group Wealth Management, Inc14,656$1.42M0.17%
Balyasny Asset Management LLC14,374$1.40M0.01%
Brasada Capital Management, LP13,332$1.28M0.25%
Bank Ozk13,013$1.26M0.51%
Ashton Thomas Private Wealth, LLC12,767$1.24M0.12%
Enhancing Capital LLC11,706$1.14M1.23%
Hendershot Investments Inc.11,146$1.08M0.16%
Aveo Capital Partners, LLC10,038$974.0K0.18%
Van Hulzen Asset Management, LLC9,534$925.0K0.10%
Gsa Capital Partners LLP8,151$791.0K0.10%
Sagefield Capital LP7,952$771.0K0.36%
Ti-Trust, Inc6,842$664.0K0.59%
Banque Pictet & Cie SA6,798$660.0K0.00%
Dixon Hughes Goodman Wealth Advisors LLC6,744$655.0K0.21%
City State Bank6,460$627.0K0.39%
Cinctive Capital Management LP6,142$596.0K0.03%
Vantage Financial Partners, LLC5,996$582.0K0.23%
Forum Financial Management, LP5,021$487.0K0.03%
We Are One Seven, LLC4,903$476.0K0.05%
Mill Capital Management, LLC4,824$468.0K0.05%
McDonough Capital Management, Inc4,500$437.0K0.36%
Heritage Trust Co4,442$431.0K0.06%
FORA Capital, LLC4,228$410.0K0.16%
Cypress Capital Management LLC4,003$389.0K0.04%
Two Sigma Advisers, LP3,900$379.0K0.00%
Wintrust Investments LLC3,894$378.0K0.04%
Pluribus Labs, LLC3,836$372.0K0.39%
Manteio Capital LLC3,792$368.0K0.47%
Hamilton Capital, LLC3,782$367.0K0.03%
Ergoteles LLC3,731$362.0K0.01%
Simmons Bank3,573$347.0K0.02%
MBB Public Markets I LLC3,478$338.0K0.01%
WFA Asset Management Corp3,474$337.2K0.22%
HRT Financial LP3,480$337.0K0.00%
Lewis Capital Management, LLC3,410$331.0K0.35%
Ascent Group, LLC3,237$314.0K0.04%
WealthShield Partners, LLC3,219$312.0K0.05%
Planning Center, Inc.3,121$300.0K0.24%
StrategIQ Financial Group, LLC3,065$297.0K0.03%
Beacon Pointe Advisors, LLC2,859$278.0K0.01%
Cypress Capital Group2,753$267.0K0.03%
Metis Global Partners, LLC2,755$267.0K0.07%
Perigon Wealth Management, LLC2,593$252.0K0.02%
Pathstone Family Office, LLC2,567$249.0K0.01%
CenterStar Asset Management, LLC–$244.0K0.19%
Warther Private Wealth, LLC2,515$242.0K0.18%
Sequoia Financial Advisors, LLC2,414$234.0K0.01%
Birch Hill Investment Advisors LLC2,397$233.0K0.01%
Delphia (USA) Inc.2,394$232.0K0.25%
Moneta Group Investment Advisors LLC2,349$228.0K0.01%
MAI Capital Management2,343$227.0K0.00%
Exchange Capital Management, Inc.2,313$225.0K0.04%
Kovitz Investment Group Partners, LLC2,447$225.0K0.01%
Horizon Investments, LLC2,311$224.0K0.01%
J.W. Cole Advisors, Inc.2,257$219.0K0.01%
CWA Asset Management Group, LLC2,246$218.0K0.02%
Enterprise Financial Services Corp2,234$217.0K0.03%
Park National Corp2,226$216.0K0.01%
CFM Wealth Partners LLC2,245$216.0K0.05%
Altium Wealth Management LLC2,220$215.0K0.01%
Capital Management Corp2,200$214.0K0.04%
Bowman & Co S.C.2,202$214.0K0.16%
Pekin Hardy Strauss, Inc.2,179$212.0K0.03%
Buckingham Strategic Partners2,179$212.0K0.04%
Nations Financial Group Inc,2,173$211.0K0.03%
Thompson Investment Management, Inc.2,169$211.0K0.03%
Gyon Technologies Capital Management, LP2,173$211.0K0.04%
Ballentine Partners, LLC2,167$210.0K0.01%
Kerntke Otto McGlone Wealth Management Group2,159$210.0K0.26%
Engine No. 1 LLC2,159$210.0K0.04%
Godshalk Welsh Capital Management, Inc.2,150$209.0K0.12%
Berkshire Asset Management LLC2,130$207.0K0.01%
MBE Wealth Management, LLC2,129$207.0K0.11%
Tyler-Stone Wealth Management2,128$207.0K0.11%
Kohmann Bosshard Financial Services, LLC2,121$206.0K0.04%
RMB Capital Management, LLC2,097$204.0K0.01%

Sold out (69)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of WEC in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Point72 Asset Management, L.P.455,889$40.2M
Zimmer Partners, LP316,750$27.9M
Coann Capital LLC43,112$3.80M
Natixis29,976$2.64M
Connor, Clark & Lunn Investment Management Ltd.23,266$2.05M
Dana Investment Advisors, Inc.19,104$1.69M
Nomura Holdings Inc19,113$1.68M
CIBC World Markets Corp17,782$1.57M
Y-Intercept (Hong Kong) Ltd15,479$1.36M
Edgestream Partners, L.P.15,236$1.34M
NN Investment Partners Holdings N.V.13,807$1.22M
Centiva Capital, LP13,219$1.17M
West Family Investments, Inc.10,108$892.0K
Point72 Hong Kong Ltd8,650$763.0K
Jump Financial, LLC8,400$741.0K
Winton Group Ltd7,514$663.0K
Vontobel Holding Ltd.5,565$491.0K
Polar Asset Management Partners Inc.5,458$481.0K
Bridgefront Capital, LLC5,379$474.0K
Meeder Asset Management Inc5,337$471.0K
Teza Capital Management LLC5,117$451.0K
McDonald Partners LLC5,057$446.0K
Waratah Capital Advisors Ltd.4,932$435.0K
Toews Corp4,700$415.0K
Virtu Financial LLC4,685$413.0K
Quantamental Technologies LLC4,178$368.0K
Symmetry Partners, LLC3,682$327.0K
Fox Run Management, L.L.C.3,403$300.0K
Prelude Capital Management, LLC3,093$273.0K
Wolverine Trading, LLC2,724$242.0K
Global Retirement Partners, LLC2,735$241.0K
Strategy Asset Managers LLC2,723$240.0K
Balasa Dinverno & Foltz LLC2,511$221.0K
Monument Capital Management2,404$212.0K
Alphasimplex Group, LLC2,346$207.0K
Fort Washington Investment Advisors Inc2,300$203.0K
Glenview Trust Co2,285$202.0K
Red Tortoise LLC1,535$137.0K
Consolidated Planning Corp1,456$128.0K
O'Shaughnessy Asset Management, LLC1,424$126.0K
Neo Ivy Capital Management1,354$119.0K
D'Orazio & Associates, Inc.1,010$89.0K
Cutler Group LP860$75.0K
Altshuler Shaham Ltd672$60.0K
Meridian Wealth Partners, LLC504$44.0K
Dark Forest Capital Management LP438$39.0K
CX Institutional418$37.0K
NuWave Investment Management, LLC384$34.0K
Phoenix Wealth Advisors272$24.0K
Achmea Investment Management B.V.262$23.0K
Prentice Wealth Management LLC236$21.0K
Jacobi Capital Management LLC210$19.0K
Jackson, Grant Investment Advisers, Inc.139$12.0K
Sterling Financial Planning, Inc.112$10.0K
Resolute Partners Group102$9.00K
Capital Advisory Group Advisory Services, LLC100$9.00K
Better Money Decisions, LLC107$9.00K
Gerber Kawasaki Wealth & Investment Management84$7.00K
Pacitti Group Inc.79$7.00K
Creative Financial Designs Inc69$6.00K
Evolution Wealth Advisors, LLC60$5.00K
Atlas Private Wealth Advisors54$5.00K
Federation des caisses Desjardins du Quebec54$4.76K
Loring Wolcott & Coolidge Fiduciary Advisors LLP46$4.00K
MCF Advisors LLC25$2.00K
Cordant, Inc.6$1.00K
Simon Quick Advisors, LLC10$0
Arkadios Wealth Advisors3$0
Systematic Alpha Investments, LLC1$0

Not filed for Q4 2021 yet (19)

Institutions that held Wec Energy Group, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.348,070$30.7M
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund235,000$20.7M
B. Metzler seel. Sohn & Co. Holding AG46,197$4.08M
HighPoint Advisor Group LLC25,746$2.27M
Optimal Asset Management, Inc.25,010$2.21M
BBVA USA20,742$1.83M
Weather Gauge Advisory, LLC17,631$1.55M
Ameritas Investment Company, LLC12,251$1.08M
World Asset Management Inc8,095$714.0K
Mid Atlantic Financial Management Inc5,715$504.0K
Farr Miller & Washington LLC3,142$277.0K
Qci Asset Management Inc2,880$254.0K
Eudaimonia Partners, LLC2,614$231.0K
Sonora Investment Management, LLC1,545$136.0K
Berman Capital Advisors, LLC915$80.0K
Security National Trust Co725$64.0K
Green Harvest Asset Management LLC1,023$30.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$22.1K
Wealth Quarterback LLC6$1.00K