Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Wec Energy Group, Inc. as of Dec 31, 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
999
+91 vs. Q3 2021
Shares held
232.0M
+2.46M (+1.1%) vs. Q3 2021
Total value
$22.5B
+$2.28B (+11.2%) vs. Q3 2021
New holders
160
330 more added
Sold out
69
303 more reduced

19 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 999 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ4 2021: $22.5B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$21.8B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2021.

Institutions holding WEC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC1$00.00%−20,137−100.0%Reduced
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Ahrens Investment Partners LLC1$00.00%+1New
Surevest, LLC11$1.00K0.00%+11New
Core Alternative Capital13$1.00K0.00%+13New
PSI Advisors, LLC8$1.00K0.00%+8New
Sierra Capital LLC15$1.00K0.00%+15New
KB Financial Partners, LLC12$1.00K0.00%+12New
Glen Eagle Advisors, LLC17$1.65K0.00%00.0%Unchanged
Bell Investment Advisors, Inc18$2.00K0.00%−30−62.5%Reduced
Carmichael Hill & Associates, Inc.18$2.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.22$2.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.18$2.00K0.00%+18New
Signet Financial Management, LLC21$2.00K0.00%+21New
Schubert & Co18$2.00K0.00%+18New
Toth Financial Advisory Corp29$3.00K0.00%00.0%Unchanged
Logan Capital Management Inc33$3.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC27$3.00K0.00%00.0%Unchanged
Arlington Partners LLC34$3.00K0.00%+34New
JFS Wealth Advisors, LLC27$3.00K0.00%+27New
Horan Securities, Inc.29$3.00K0.00%+29New
Atlas Capital Advisors LLC34$3.30K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$3.88K0.00%00.0%Unchanged
Aua Capital Management, LLC42$4.00K0.00%00.0%Unchanged
Evoke Wealth, LLC43$4.00K0.00%+4+10.3%Added
Cornerstone Advisory, LLC42$4.00K0.00%+42New
Standard Family Office LLC41$4.00K0.04%+41New
Retirement Planning Co of New England, Inc.44$4.00K0.00%+44New
O'Dell Group, LLC51$5.00K0.00%00.0%Unchanged
Costello Asset Management, INC50$5.00K0.00%00.0%Unchanged
Curi Capital59$5.00K0.00%+59New
Baystate Wealth Management LLC63$6.00K0.00%+1+1.6%Added
Thomas J. Herzfeld Advisors, Inc.62$6.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC61$6.00K0.00%00.0%Unchanged
Key Financial Inc61$6.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.65$6.00K0.00%+65New
Kelly Financial Services LLC65$6.31K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC75$7.00K0.00%00.0%Unchanged
Asset Dedication, LLC67$7.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC69$7.00K0.00%00.0%Unchanged
Cordasco Financial Network80$8.00K0.00%00.0%Unchanged
Solstein Capital, LLC82$8.00K0.00%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.107$9.00K0.01%+107New
Vectors Research Management, LLC100$10.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC100$10.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC100$10.0K0.01%00.0%Unchanged
Goodwin Investment Advisory100$10.0K0.01%00.0%Unchanged
Mechanics Financial Corp100$10.0K0.00%+100New
Seldon Capital LP105$10.0K0.01%+105New
Henrickson Nauta Wealth Advisors, Inc.109$10.0K0.01%+109New
Financial Management Professionals, Inc.112$11.0K0.00%00.0%Unchanged
First PREMIER Bank112$11.0K0.00%00.0%Unchanged
Tfo-TDC, LLC116$11.0K0.00%00.0%Unchanged
Larson Financial Group LLC114$11.0K0.00%00.0%Unchanged
Retirement Group, LLC109$11.0K0.00%+109New
Baldwin Brothers Inc125$12.0K0.00%00.0%Unchanged
Mascoma Wealth Management LLC125$12.0K0.00%00.0%Unchanged
Coastal Capital Group, Inc.128$12.0K0.00%+1+0.8%Added
Eagle Bay Advisors LLC131$13.0K0.01%−108−45.2%Reduced
Vigilant Capital Management, LLC134$13.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.130$13.0K0.00%00.0%Unchanged
First Manhattan Co150$14.0K0.00%00.0%Unchanged
JJJ Advisors Inc.144$14.0K0.00%+75+108.7%Added
Copeland Capital Management, LLC165$16.0K0.00%00.0%Unchanged
Syverson Strege & Co165$16.0K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc164$16.0K0.00%00.0%Unchanged
Disciplined Investments, LLC174$17.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.186$18.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC200$19.0K0.01%00.0%Unchanged
MV Capital Management, Inc.198$19.0K0.00%−5−2.5%Reduced
NVWM, LLC200$19.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC191$19.0K0.00%+116+154.7%Added
SJS Investment Consulting Inc.200$19.0K0.01%+200New
Washington Trust Co219$21.0K0.00%−11−4.8%Reduced
Bogart Wealth, LLC216$21.0K0.00%00.0%Unchanged
Walleye Trading LLC221$21.0K0.00%+221New
Newbridge Financial Services Group, Inc.216$21.0K0.01%+216New
Central Bank & Trust Co250$24.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.260$25.0K0.00%+14+5.7%Added
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.270$26.0K0.01%−270−50.0%Reduced
FinTrust Capital Advisors, LLC270$26.0K0.01%00.0%Unchanged
Webster Bank, N. A.282$27.0K0.00%00.0%Unchanged
Versant Capital Management, Inc276$27.0K0.01%−2−0.7%Reduced
Graves-Light Private Wealth Management, Inc.279$27.0K0.00%00.0%Unchanged
Evermay Wealth Management LLC278$27.0K0.00%+278New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC293$28.0K0.00%−186−38.8%Reduced
Silvant Capital Management LLC290$28.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC288$28.0K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC300$29.0K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.308$29.5K0.00%+308New
First Personal Financial Services322$31.0K0.01%+2+0.6%Added
Lumature Wealth Partners, LLC316$31.0K0.01%+126+66.3%Added
Peoples Financial Services Corp.326$32.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co332$32.0K0.00%+222+201.8%Added
Ulland Investment Advisors, LLC331$32.0K0.02%+331New
Arrow Financial Corp345$33.0K0.00%−55−13.8%Reduced
Valley National Advisers Inc338$33.0K0.01%00.0%Unchanged
Trust Co338$33.0K0.01%00.0%Unchanged
AIA Group Ltd341$33.0K0.00%+341New
Cassady Schiller Wealth Management, LLC342$33.0K0.02%+342New