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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 1,924 | $186.8K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,930 | $187.0K | 0.12% | +4+0.2% | Added |
| Assetmark, Inc | 2,050 | $199.0K | 0.00% | +1,764+616.8% | Added |
| Shelton Capital Management | 2,060 | $200.0K | 0.01% | +2,060 | New |
| Boston Research & Management Inc | 2,082 | $202.0K | 0.06% | +2,082 | New |
| Investment Partners, Ltd. | 2,096 | $203.0K | 0.08% | −316−13.1% | Reduced |
| Capital Investment Services of America, Inc. | 2,094 | $203.0K | 0.02% | +2,094 | New |
| RMB Capital Management, LLC | 2,097 | $204.0K | 0.01% | +2,097 | New |
| Measured Wealth Private Client Group, LLC | 2,104 | $204.0K | 0.07% | +2,104 | New |
| Virginia Wealth Management Group, Inc. | 2,100 | $204.0K | 0.18% | +2,100 | New |
| Carroll Financial Associates, Inc. | 2,159 | $205.0K | 0.01% | +276+14.7% | Added |
| St Germain D J Co Inc | 2,122 | $206.0K | 0.01% | −660−23.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,121 | $206.0K | 0.04% | +2,121 | New |
| Buckingham Strategic Wealth, LLC | 2,135 | $207.0K | 0.00% | −1,074−33.5% | Reduced |
| First Command Bank | 2,345 | $207.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,130 | $207.0K | 0.01% | +2,130 | New |
| MBE Wealth Management, LLC | 2,129 | $207.0K | 0.11% | +2,129 | New |
| Tyler-Stone Wealth Management | 2,128 | $207.0K | 0.11% | +2,128 | New |
| IAG Wealth Partners, LLC | 2,146 | $208.0K | 0.07% | +223+11.6% | Added |
| Boston Financial Mangement LLC | 2,154 | $209.0K | 0.01% | −146−6.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $209.0K | 0.12% | +2,150 | New |
| Ballentine Partners, LLC | 2,167 | $210.0K | 0.01% | +2,167 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,159 | $210.0K | 0.26% | +2,159 | New |
| Engine No. 1 LLC | 2,159 | $210.0K | 0.04% | +2,159 | New |
| Verition Fund Management LLC | 2,171 | $211.0K | 0.00% | −888−29.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,174 | $211.0K | 0.04% | +9+0.4% | Added |
| Nations Financial Group Inc, | 2,173 | $211.0K | 0.03% | +2,173 | New |
| Thompson Investment Management, Inc. | 2,169 | $211.0K | 0.03% | +2,169 | New |
| Gyon Technologies Capital Management, LP | 2,173 | $211.0K | 0.04% | +2,173 | New |
| Pekin Hardy Strauss, Inc. | 2,179 | $212.0K | 0.03% | +2,179 | New |
| Buckingham Strategic Partners | 2,179 | $212.0K | 0.04% | +2,179 | New |
| Capital Management Corp | 2,200 | $214.0K | 0.04% | +2,200 | New |
| Bowman & Co S.C. | 2,202 | $214.0K | 0.16% | +2,202 | New |
| Altium Wealth Management LLC | 2,220 | $215.0K | 0.01% | +2,220 | New |
| TSFG, LLC | 2,221 | $216.0K | 0.08% | 00.0% | Unchanged |
| Park National Corp | 2,226 | $216.0K | 0.01% | +2,226 | New |
| CFM Wealth Partners LLC | 2,245 | $216.0K | 0.05% | +2,245 | New |
| Enterprise Financial Services Corp | 2,234 | $217.0K | 0.03% | +2,234 | New |
| CWA Asset Management Group, LLC | 2,246 | $218.0K | 0.02% | +2,246 | New |
| Perkins Coie Trust Co | 2,257 | $219.0K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,257 | $219.0K | 0.01% | +2,257 | New |
| Triton Wealth Management, PLLC | 2,309 | $223.0K | 0.12% | +10.0% | Added |
| Ingalls & Snyder LLC | 2,300 | $223.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 2,323 | $224.0K | 0.00% | −15,346−86.9% | Reduced |
| Horizon Investments, LLC | 2,311 | $224.0K | 0.01% | +2,311 | New |
| Exchange Capital Management, Inc. | 2,313 | $225.0K | 0.04% | +2,313 | New |
| Kovitz Investment Group Partners, LLC | 2,447 | $225.0K | 0.01% | +2,447 | New |
| Brown Advisory Securities, LLC | 2,350 | $227.0K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 2,343 | $227.0K | 0.00% | +2,343 | New |
| Kovack Advisors, Inc. | 2,346 | $228.0K | 0.02% | −2,250−49.0% | Reduced |
| Monetary Management Group Inc | 2,350 | $228.0K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,349 | $228.0K | 0.01% | +2,349 | New |
| Roman Butler Fullerton & Co | 2,364 | $229.0K | 0.10% | +18+0.8% | Added |
| Well Done, LLC | 2,360 | $229.0K | 0.05% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,370 | $230.0K | 0.07% | −200−7.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $230.0K | 0.03% | +20+0.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,370 | $231.0K | 0.02% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 2,394 | $232.0K | 0.25% | +2,394 | New |
| SeaCrest Wealth Management, LLC | 2,400 | $233.0K | 0.03% | −8−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,397 | $233.0K | 0.01% | +2,397 | New |
| Sequoia Financial Advisors, LLC | 2,414 | $234.0K | 0.01% | +2,414 | New |
| Carnegie Capital Asset Management, LLC | 2,434 | $236.0K | 0.01% | −5,080−67.6% | Reduced |
| Boenning & Scattergood, Inc. | 2,443 | $237.0K | 0.04% | +35+1.5% | Added |
| Executive Wealth Management, LLC | 2,460 | $238.0K | 0.02% | +21+0.9% | Added |
| Brighton Jones LLC | 2,450 | $238.0K | 0.01% | +30+1.2% | Added |
| Financial Counselors Inc | 2,464 | $239.0K | 0.00% | +28+1.1% | Added |
| Intrust Bank NA | 2,496 | $242.0K | 0.03% | −50−2.0% | Reduced |
| Liberty Wealth Management LLC | 2,494 | $242.0K | 0.09% | −8−0.3% | Reduced |
| Warther Private Wealth, LLC | 2,515 | $242.0K | 0.18% | +2,515 | New |
| Capstone Financial Advisors, Inc. | 2,506 | $243.0K | 0.02% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,529 | $244.0K | 0.00% | −114−4.3% | Reduced |
| CenterStar Asset Management, LLC | – | $244.0K | 0.19% | – | New |
| Isthmus Partners, LLC | 2,529 | $245.0K | 0.04% | −1,253−33.1% | Reduced |
| Freedman Financial Associates, Inc. | 2,527 | $245.0K | 0.17% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $246.0K | 0.07% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,544 | $247.0K | 0.01% | −16,098−86.4% | Reduced |
| Quadrant Capital Group LLC | 2,540 | $247.0K | 0.03% | +218+9.4% | Added |
| Fairhaven Wealth Management, LLC | 2,556 | $248.0K | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,559 | $248.0K | 0.00% | +245+10.6% | Added |
| Dowling & Yahnke LLC | 2,562 | $249.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,565 | $249.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,567 | $249.0K | 0.01% | +2,567 | New |
| Tower Bridge Advisors | 2,585 | $250.9K | 0.02% | −400−13.4% | Reduced |
| Fulton Bank, N.A. | 2,598 | $252.0K | 0.01% | +19+0.7% | Added |
| Perigon Wealth Management, LLC | 2,593 | $252.0K | 0.02% | +2,593 | New |
| Axiom Financial Strategies, LLC | 2,616 | $254.0K | 0.12% | −124−4.5% | Reduced |
| Johnson Midwest Financial, LLC | 216 | $254.0K | 0.19% | −2,401−91.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $255.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $255.0K | 0.17% | +139+5.6% | Added |
| V Wealth Advisors LLC | 2,637 | $256.0K | 0.04% | −98−3.6% | Reduced |
| MJP Associates Inc | 2,678 | $257.0K | 0.08% | −1,925−41.8% | Reduced |
| IFG Advisors, LLC | 2,670 | $259.0K | 0.11% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,681 | $260.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,679 | $260.0K | 0.01% | +80+3.1% | Added |
| Arcadia Investment Management Corp | 2,700 | $262.0K | 0.04% | −300−10.0% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $262.0K | 0.07% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $262.0K | 0.03% | 00.0% | Unchanged |
| Busey Wealth Management | 2,712 | $263.0K | 0.01% | −3,465−56.1% | Reduced |
| International Assets Investment Management, LLC | 2,723 | $264.0K | 0.05% | −86−3.1% | Reduced |
| Allworth Financial LP | 2,728 | $265.0K | 0.00% | +501+22.5% | Added |