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 |
|---|---|---|---|---|---|
| Tocqueville Asset Management L.P. | 2,753 | $267.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Group | 2,753 | $267.0K | 0.03% | +2,753 | New |
| Metis Global Partners, LLC | 2,755 | $267.0K | 0.07% | +2,755 | New |
| Walter & Keenan Financial Consulting Co | 2,782 | $270.0K | 0.09% | +3+0.1% | Added |
| Blue Chip Partners, Inc. | 2,781 | $270.0K | 0.03% | +21+0.8% | Added |
| Lido Advisors, LLC | 2,784 | $270.0K | 0.01% | +493+21.5% | Added |
| McKinley Carter Wealth Services, Inc. | 2,826 | $274.0K | 0.02% | +415+17.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $275.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $275.0K | 0.13% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,850 | $276.0K | 0.17% | +8+0.3% | Added |
| Avidian Wealth Solutions, LLC | 2,848 | $276.0K | 0.02% | +150+5.6% | Added |
| Clarius Group, LLC | 2,844 | $276.0K | 0.02% | +191+7.2% | Added |
| Beacon Pointe Advisors, LLC | 2,859 | $278.0K | 0.01% | +2,859 | New |
| BTR Capital Management Inc | 2,892 | $281.0K | 0.03% | −20−0.7% | Reduced |
| HBK Sorce Advisory LLC | 2,914 | $283.0K | 0.01% | −885−23.3% | Reduced |
| Umb Bank N A | 2,926 | $284.0K | 0.00% | +457+18.5% | Added |
| Osborne Partners Capital Management, LLC | 2,941 | $285.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,935 | $285.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 2,945 | $286.0K | 0.04% | +600+25.6% | Added |
| EP Wealth Advisors, LLC | 2,958 | $287.0K | 0.01% | −59−2.0% | Reduced |
| Coldstream Capital Management Inc | 2,970 | $288.0K | 0.01% | −25,475−89.6% | Reduced |
| Stephens Inc | 2,992 | $290.0K | 0.00% | −122−3.9% | Reduced |
| Sutton Wealth Advisors Inc. | 2,995 | $290.7K | 0.10% | +26+0.9% | Added |
| GSB Wealth Management, LLC | 3,000 | $291.0K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,003 | $292.0K | 0.01% | +136+4.7% | Added |
| Trustmark National Bank Trust Department | 3,021 | $293.0K | 0.02% | −559−15.6% | Reduced |
| Keystone Financial Group | 3,015 | $293.0K | 0.05% | −200−6.2% | Reduced |
| CRA Financial Services, LLC | 3,030 | $294.0K | 0.09% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,046 | $296.0K | 0.03% | +11+0.4% | Added |
| StrategIQ Financial Group, LLC | 3,065 | $297.0K | 0.03% | +3,065 | New |
| Doyle Wealth Management | 3,073 | $298.0K | 0.02% | +242+8.5% | Added |
| Capital Asset Advisory Services LLC | 3,091 | $300.0K | 0.03% | −60−1.9% | Reduced |
| Planning Center, Inc. | 3,121 | $300.0K | 0.24% | +3,121 | New |
| Rehmann Capital Advisory Group | 3,102 | $301.2K | 0.03% | −136−4.2% | Reduced |
| StrongBox Wealth, LLC | 3,111 | $302.0K | 0.15% | −1,203−27.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,110 | $302.0K | 0.02% | 00.0% | Unchanged |
| Pitcairn Co | 3,121 | $303.0K | 0.02% | −183−5.5% | Reduced |
| BLB&B Advisors, LLC | 3,123 | $303.0K | 0.02% | −188−5.7% | Reduced |
| Gladstone Institutional Advisory LLC | 3,187 | $309.0K | 0.02% | −603−15.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,196 | $310.0K | 0.06% | −33−1.0% | Reduced |
| Bailard, Inc. | 3,203 | $311.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 3,219 | $312.0K | 0.05% | +3,219 | New |
| Federated Hermes, Inc. | 3,227 | $314.0K | 0.00% | +158+5.1% | Added |
| Whittier Trust Co | 3,226 | $314.0K | 0.01% | +2,000+163.1% | Added |
| Ascent Group, LLC | 3,237 | $314.0K | 0.04% | +3,237 | New |
| Sterling Investment Advisors LLC | 3,250 | $315.0K | 0.18% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 3,255 | $316.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,259 | $316.0K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,257 | $316.0K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 3,269 | $317.0K | 0.04% | −4,695−59.0% | Reduced |
| Sentry Investment Management LLC | 3,276 | $318.0K | 0.08% | +366+12.6% | Added |
| Inspirion Wealth Advisors, LLC | 3,301 | $320.0K | 0.07% | −336−9.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,605 | $320.0K | 0.25% | +708+24.4% | Added |
| Bremer Bank National Association | 3,293 | $320.0K | 0.05% | +400+13.8% | Added |
| Siemens Fonds Invest GmbH | 3,319 | $322.0K | 0.02% | −12−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 3,329 | $323.0K | 0.06% | −6,190−65.0% | Reduced |
| Centre Asset Management, LLC | 3,331 | $323.0K | 0.16% | −299−8.2% | Reduced |
| Zions Bancorporation, N.A. | 3,337 | $324.0K | 0.03% | −7−0.2% | Reduced |
| Summit Asset Management, LLC | 3,365 | $327.0K | 0.09% | +30+0.9% | Added |
| Crewe Advisors LLC | 3,380 | $328.0K | 0.07% | +97+3.0% | Added |
| Norris Perne & French LLP | 3,408 | $331.0K | 0.03% | −125−3.5% | Reduced |
| Lewis Capital Management, LLC | 3,410 | $331.0K | 0.35% | +3,410 | New |
| First Heartland Consultants, Inc. | 3,481 | $337.0K | 0.04% | −136−3.8% | Reduced |
| HRT Financial LP | 3,480 | $337.0K | 0.00% | +3,480 | New |
| WFA Asset Management Corp | 3,474 | $337.2K | 0.22% | +3,474 | New |
| MBB Public Markets I LLC | 3,478 | $338.0K | 0.01% | +3,478 | New |
| Successful Portfolios LLC | 3,502 | $340.0K | 0.18% | −35−1.0% | Reduced |
| Ascension Asset Management LLC | 3,500 | $340.0K | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,500 | $340.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,505 | $340.0K | 0.01% | +272+8.4% | Added |
| Financial Advocates Investment Management | 3,516 | $341.0K | 0.02% | −53−1.5% | Reduced |
| Mark Stevens | 3,520 | $342.0K | 0.04% | +265+8.1% | Added |
| Atlantic Trust, LLC | 3,575 | $347.0K | 0.20% | 00.0% | Unchanged |
| Simmons Bank | 3,573 | $347.0K | 0.02% | +3,573 | New |
| Avantax Advisory Services, Inc. | 3,589 | $348.0K | 0.01% | +61+1.7% | Added |
| Main Street Financial Solutions, LLC | 3,592 | $349.0K | 0.05% | −931−20.6% | Reduced |
| Balentine LLC | 3,607 | $350.0K | 0.01% | +1,340+59.1% | Added |
| Bank of Stockton | 3,632 | $352.0K | 0.10% | −300−7.6% | Reduced |
| Csenge Advisory Group | 3,898 | $352.0K | 0.03% | −37−0.9% | Reduced |
| Capital Advisors Inc | 3,628 | $352.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,656 | $355.0K | 0.02% | −1,326−26.6% | Reduced |
| Toroso Investments, LLC | 3,668 | $356.0K | 0.01% | +670+22.3% | Added |
| Trexquant Investment LP | 3,678 | $357.0K | 0.02% | −3,008−45.0% | Reduced |
| Lincoln National Corp | 3,685 | $358.0K | 0.01% | +143+4.0% | Added |
| Cresset Asset Management, LLC | 3,728 | $362.0K | 0.00% | −709−16.0% | Reduced |
| Ergoteles LLC | 3,731 | $362.0K | 0.01% | +3,731 | New |
| Wellington Management Group LLP | 3,742 | $363.0K | 0.00% | −999−21.1% | Reduced |
| John G Ullman & Associates Inc | 3,750 | $364.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,754 | $364.0K | 0.03% | +83+2.3% | Added |
| Hamilton Capital, LLC | 3,782 | $367.0K | 0.03% | +3,782 | New |
| Manteio Capital LLC | 3,792 | $368.0K | 0.47% | +3,792 | New |
| Checchi Capital Advisers, LLC | 3,797 | $369.0K | 0.04% | +1,081+39.8% | Added |
| Hutner Capital Management Inc | 3,807 | $370.0K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $370.0K | 0.12% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,832 | $372.0K | 0.18% | −8,470−68.9% | Reduced |
| Pluribus Labs, LLC | 3,836 | $372.0K | 0.39% | +3,836 | New |
| Gradient Investments LLC | 3,851 | $374.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,873 | $375.0K | 0.01% | −1,142−22.8% | Reduced |
| Carlson Capital Management | 3,860 | $375.0K | 0.03% | −14−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 3,869 | $376.0K | 0.01% | −65−1.7% | Reduced |