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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 3,870 | $376.0K | 0.09% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,871 | $376.0K | 0.02% | +61+1.6% | Added |
| Bessemer Group Inc | 3,881 | $376.0K | 0.00% | +753+24.1% | Added |
| Wintrust Investments LLC | 3,894 | $378.0K | 0.04% | +3,894 | New |
| Two Sigma Advisers, LP | 3,900 | $379.0K | 0.00% | +3,900 | New |
| Hanson & Doremus Investment Management | 3,947 | $383.0K | 0.08% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,985 | $387.0K | 0.05% | +129+3.3% | Added |
| Cypress Capital Management LLC | 4,003 | $389.0K | 0.04% | +4,003 | New |
| Boston Private Wealth LLC | 4,044 | $393.0K | 0.01% | −1,106−21.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 4,050 | $393.0K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,047 | $393.0K | 0.03% | +11+0.3% | Added |
| Bard Financial Services, Inc. | 4,060 | $394.0K | 0.03% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $395.0K | 0.14% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,080 | $396.0K | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,093 | $397.0K | 0.01% | −654−13.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,086 | $397.0K | 0.04% | +1,661+68.5% | Added |
| Haverford Trust Co | 4,102 | $398.0K | 0.00% | −264−6.0% | Reduced |
| FourThought Financial, LLC | 4,117 | $400.0K | 0.05% | −279−6.3% | Reduced |
| Vaughan David Investments LLC | 4,126 | $401.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 4,143 | $402.0K | 0.01% | −1,366−24.8% | Reduced |
| Jones Financial Companies LLLP | 4,158 | $404.0K | 0.00% | −110−2.6% | Reduced |
| Palladium Partners LLC | 4,196 | $407.0K | 0.02% | 00.0% | Unchanged |
| 1st Source Bank | 4,202 | $408.0K | 0.02% | +47+1.1% | Added |
| Parkside Financial Bank & Trust | 4,220 | $410.0K | 0.10% | −968−18.7% | Reduced |
| FORA Capital, LLC | 4,228 | $410.0K | 0.16% | +4,228 | New |
| Alhambra Investment Partners LLC | 4,265 | $414.0K | 0.29% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,274 | $415.0K | 0.03% | +1,937+82.9% | Added |
| Becker Capital Management Inc | 4,287 | $416.0K | 0.02% | −14−0.3% | Reduced |
| Tarbox Family Office, Inc. | 4,282 | $416.0K | 0.07% | +10.0% | Added |
| Bradley Foster & Sargent Inc | 4,316 | $419.0K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,325 | $420.0K | 0.00% | −436,368−99.0% | Reduced |
| PAX Financial Group, LLC | 4,327 | $420.0K | 0.09% | +214+5.2% | Added |
| Carl P. Sherr & Co., LLC | 4,337 | $421.0K | 0.25% | −388−8.2% | Reduced |
| First Affirmative Financial Network | 4,334 | $421.0K | 0.38% | −35−0.8% | Reduced |
| Citizens Financial Group Inc | 4,350 | $422.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,341 | $422.0K | 0.01% | +211+5.1% | Added |
| Alpha Cubed Investments, LLC | 4,355 | $423.0K | 0.03% | +182+4.4% | Added |
| Mairs & Power Inc | 4,444 | $431.0K | 0.00% | −2,875−39.3% | Reduced |
| ZWJ Investment Counsel Inc | 4,438 | $431.0K | 0.02% | 00.0% | Unchanged |
| Heritage Trust Co | 4,442 | $431.0K | 0.06% | +4,442 | New |
| CMC Financial Group | 4,464 | $433.0K | 0.23% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,480 | $434.0K | 0.01% | −361−7.5% | Reduced |
| Smithfield Trust Co | 4,478 | $435.0K | 0.03% | −490−9.9% | Reduced |
| McDonough Capital Management, Inc | 4,500 | $437.0K | 0.36% | +4,500 | New |
| Moody Lynn & Lieberson, LLC | 4,508 | $438.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,579 | $445.0K | 0.01% | +737+19.2% | Added |
| Douglass Winthrop Advisors, LLC | 4,602 | $447.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 4,605 | $447.0K | 0.03% | +71+1.6% | Added |
| Independent Financial Group, LLC | 4,652 | $451.6K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,662 | $453.0K | 0.08% | +70+1.5% | Added |
| Zacks Investment Management | 4,664 | $453.0K | 0.01% | +367+8.5% | Added |
| Buckley Wealth Management, LLC | 4,676 | $454.0K | 0.13% | −223−4.6% | Reduced |
| Advisors Capital Management, LLC | 4,680 | $454.0K | 0.01% | +51+1.1% | Added |
| LS Investment Advisors, LLC | 4,732 | $459.0K | 0.07% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,725 | $459.0K | 0.06% | +5+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 4,755 | $461.0K | 0.05% | +220+4.9% | Added |
| Clearstead Advisors, LLC | 4,775 | $464.0K | 0.03% | −66−1.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,800 | $466.0K | 0.11% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,809 | $467.0K | 0.03% | −238−4.7% | Reduced |
| Mill Capital Management, LLC | 4,824 | $468.0K | 0.05% | +4,824 | New |
| We Are One Seven, LLC | 4,903 | $476.0K | 0.05% | +4,903 | New |
| Wealth Architects, LLC | 4,945 | $480.0K | 0.08% | +59+1.2% | Added |
| Cetera Advisors LLC | 4,998 | $485.0K | 0.01% | −585−10.5% | Reduced |
| Forum Financial Management, LP | 5,021 | $487.0K | 0.03% | +5,021 | New |
| Sawtooth Solutions, LLC | 5,070 | $492.0K | 0.05% | +2,160+74.2% | Added |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $493.0K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,158 | $501.0K | 0.32% | −526−9.3% | Reduced |
| North Star Asset Management Inc | 5,185 | $503.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 5,232 | $508.0K | 0.02% | +968+22.7% | Added |
| Boston Family Office LLC | 5,251 | $510.0K | 0.03% | +38+0.7% | Added |
| IBM Retirement Fund | 5,261 | $511.0K | 0.06% | −3,684−41.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,295 | $514.0K | 0.04% | +1,117+26.7% | Added |
| Hudock, Inc. | 5,305 | $515.0K | 0.14% | +717+15.6% | Added |
| Trust Co of Toledo NA | 5,319 | $516.0K | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,321 | $517.0K | 0.01% | −112−2.1% | Reduced |
| Chesley Taft & Associates LLC | 5,345 | $519.0K | 0.03% | −2,200−29.2% | Reduced |
| Compton Capital Management Inc | 5,350 | $519.0K | 0.13% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,686 | $519.0K | 0.01% | −2,064−55.0% | Reduced |
| Empirical Finance, LLC | 5,407 | $525.0K | 0.06% | +1,455+36.8% | Added |
| LVZ Advisors, Inc. | 5,428 | $527.0K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 5,547 | $538.0K | 0.02% | −33−0.6% | Reduced |
| Front Barnett Associates LLC | 5,551 | $539.0K | 0.05% | −50−0.9% | Reduced |
| Almanack Investment Partners, LLC. | 5,566 | $540.0K | 0.04% | +36+0.7% | Added |
| Appleton Partners Inc | 5,577 | $541.0K | 0.04% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 5,625 | $546.0K | 0.01% | −34,291−85.9% | Reduced |
| Tower View Investment Management & Research LLC | 5,633 | $547.0K | 0.28% | +26+0.5% | Added |
| Los Angeles Capital Management LLC | 5,649 | $548.0K | 0.00% | −985−14.8% | Reduced |
| SPC Financial, Inc. | 5,650 | $548.0K | 0.06% | +100+1.8% | Added |
| Fukoku Mutual Life Insurance Co | 5,680 | $551.0K | 0.04% | +190+3.5% | Added |
| Marble Harbor Investment Counsel, LLC | 5,750 | $558.0K | 0.07% | 00.0% | Unchanged |
| Stevens Capital Management LP | 5,777 | $561.0K | 0.13% | +3,491+152.7% | Added |
| Bryn Mawr Trust Co | 5,787 | $562.0K | 0.02% | −974−14.4% | Reduced |
| Orion Portfolio Solutions, LLC | 5,800 | $563.0K | 0.02% | −572−9.0% | Reduced |
| West Paces Advisors Inc. | 5,830 | $565.9K | 0.18% | −246−4.0% | Reduced |
| Journey Advisory Group, LLC | 5,882 | $571.0K | 0.16% | +718+13.9% | Added |
| Vantage Financial Partners, LLC | 5,996 | $582.0K | 0.23% | +5,996 | New |
| Old Second National Bank of Aurora | 6,623 | $589.0K | 0.17% | +270+4.2% | Added |
| Northern Oak Wealth Management Inc | 6,113 | $593.0K | 0.07% | −205−3.2% | Reduced |
| Courier Capital LLC | 6,120 | $594.0K | 0.06% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 6,142 | $596.0K | 0.03% | +6,142 | New |