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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 343 | $33.0K | 0.02% | +343 | New |
| Tilia Fiduciary Partners, Inc. | 360 | $35.0K | 0.03% | +360 | New |
| Elmwood Wealth Management, Inc. | 369 | $36.0K | 0.02% | +369 | New |
| Zullo Investment Group, Inc. | 366 | $36.0K | 0.02% | +366 | New |
| Marshall Wace, LLP | 379 | $37.0K | 0.00% | −23,181−98.4% | Reduced |
| Glassman Wealth Services | 380 | $37.0K | 0.01% | +29+8.3% | Added |
| Maryland Capital Advisors Inc. | 393 | $38.0K | 0.03% | +393 | New |
| Sargent Bickham Lagudis LLC | 400 | $39.0K | 0.00% | −400−50.0% | Reduced |
| Credit Agricole S A | 412 | $40.0K | 0.00% | +412 | New |
| Lindbrook Capital, LLC | 427 | $41.0K | 0.01% | −177−29.3% | Reduced |
| Front Row Advisors LLC | 427 | $41.0K | 0.02% | −4−0.9% | Reduced |
| Atticus Wealth Management, LLC | 420 | $41.0K | 0.02% | +420 | New |
| Essex Investment Management Co LLC | 430 | $42.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 430 | $42.0K | 0.01% | +430 | New |
| First Community Trust NA | 433 | $42.0K | 0.03% | +433 | New |
| Piscataqua Savings Bank | 459 | $45.0K | 0.04% | −10−2.1% | Reduced |
| Lenox Wealth Advisors, LLC | 465 | $45.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 464 | $45.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $46.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 475 | $46.0K | 0.00% | +100+26.7% | Added |
| Paragon Capital Management Ltd | 489 | $47.0K | 0.01% | +489 | New |
| Charter Oak Capital Management, LLC | 492 | $48.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 490 | $48.0K | 0.03% | +2+0.4% | Added |
| Rosenberg Matthew Hamilton | 492 | $48.0K | 0.02% | +68+16.0% | Added |
| Sound Income Strategies, LLC | 509 | $49.0K | 0.01% | +3+0.6% | Added |
| Selective Wealth Management, Inc. | 500 | $49.0K | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 509 | $49.0K | 0.00% | +509 | New |
| First Horizon Advisors, Inc. | 533 | $51.0K | 0.00% | −303−36.2% | Reduced |
| Quent Capital, LLC | 530 | $52.0K | 0.01% | +530 | New |
| Ancora Advisors, LLC | 558 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $54.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $54.0K | 0.00% | +85+18.0% | Added |
| CNB Bank | 566 | $55.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 564 | $55.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 564 | $55.0K | 0.04% | +564 | New |
| Accel Wealth Management | 582 | $56.0K | 0.03% | +582 | New |
| EverSource Wealth Advisors, LLC | 582 | $57.0K | 0.02% | +582 | New |
| Estate Counselors, LLC | 602 | $58.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $58.0K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 609 | $59.0K | 0.01% | +596+4,584.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 650 | $63.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 644 | $63.0K | 0.09% | +644 | New |
| Sittner & Nelson, LLC | 670 | $65.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 681 | $66.0K | 0.05% | +681 | New |
| Tradewinds Capital Management, LLC | 707 | $69.0K | 0.01% | +4+0.6% | Added |
| Massmutual Trust Co FSB | 729 | $71.0K | 0.00% | +18+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 744 | $72.0K | 0.00% | +346+86.9% | Added |
| Trust Co of Vermont | 735 | $72.0K | 0.00% | +735 | New |
| Independence Bank of Kentucky | 756 | $73.0K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 760 | $74.0K | 0.04% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 798 | $77.0K | 0.07% | +798 | New |
| Thompson Siegel & Walmsley LLC | 800 | $78.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 820 | $80.0K | 0.02% | +118+16.8% | Added |
| Manchester Capital Management LLC | 839 | $81.0K | 0.01% | −9−1.1% | Reduced |
| Boit C F David | 867 | $84.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 895 | $87.0K | 0.02% | +49+5.8% | Added |
| Stonebridge Capital Advisors LLC | 894 | $87.0K | 0.01% | +248+38.4% | Added |
| Future Financial Wealth Managment LLC | 904 | $87.0K | 0.07% | +904 | New |
| Carolinas Wealth Consulting LLC | 906 | $88.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 907 | $88.0K | 0.00% | +13+1.5% | Added |
| Trustcore Financial Services, LLC | 912 | $89.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 978 | $94.0K | 0.01% | +978 | New |
| Pinnacle Bancorp, Inc. | 982 | $95.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 984 | $96.0K | 0.01% | +51+5.5% | Added |
| Snowden Capital Advisors LLC | 1,000 | $97.0K | 0.00% | −5,883−85.5% | Reduced |
| TFC Financial Management | 1,000 | $97.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,032 | $100.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,035 | $100.0K | 0.03% | +1,035 | New |
| Ci Investments Inc. | 1,037 | $101.0K | 0.00% | +84+8.8% | Added |
| Hexagon Capital Partners LLC | 1,061 | $103.0K | 0.03% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,104 | $107.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 1,131 | $110.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,159 | $112.0K | 0.01% | +1+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 1,210 | $117.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,224 | $119.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,244 | $121.0K | 0.00% | −1,560−55.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $121.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,265 | $123.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,271 | $123.0K | 0.01% | +1,271 | New |
| Ford Financial Group, LLC | 1,285 | $124.0K | 0.04% | +1,285 | New |
| Financial Perspectives, Inc | 1,338 | $129.9K | 0.06% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,360 | $132.0K | 0.03% | −3−0.2% | Reduced |
| South State Corp. | 1,420 | $138.0K | 0.01% | +829+140.3% | Added |
| Laffer Tengler Investments | 1,424 | $138.2K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,453 | $141.0K | 0.02% | +123+9.2% | Added |
| TCTC Holdings, LLC | 1,467 | $142.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,486 | $144.2K | 0.00% | +445+42.7% | Added |
| Simplex Trading, LLC | 1,524 | $147.0K | 0.00% | −3,053−66.7% | Reduced |
| Proequities, Inc. | 1,512 | $147.0K | 0.01% | −7−0.5% | Reduced |
| Bray Capital Advisors | 1,592 | $155.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $158.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 1,670 | $162.0K | 0.05% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $163.0K | 0.08% | – | New |
| Country Trust Bank | 1,705 | $166.0K | 0.00% | −206−10.8% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $166.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,719 | $167.0K | 0.00% | +37+2.2% | Added |
| Hills Bank & Trust Co | 1,799 | $174.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 1,869 | $181.4K | 0.07% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,886 | $183.0K | 0.04% | +1,836+3,672.0% | Added |
| Focused Wealth Management, Inc | 1,904 | $185.0K | 0.03% | +14+0.7% | Added |