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 |
|---|---|---|---|---|---|
| Tiedemann Advisors, LLC | 6,160 | $598.0K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,210 | $602.0K | 0.00% | −10,763−63.4% | Reduced |
| Elm Advisors, LLC | 6,322 | $614.0K | 0.34% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 6,330 | $614.0K | 0.07% | +1,328+26.5% | Added |
| City State Bank | 6,460 | $627.0K | 0.39% | +6,460 | New |
| Coastline Trust Co | 6,466 | $628.0K | 0.07% | −126−1.9% | Reduced |
| Wedbush Securities Inc | 6,475 | $629.0K | 0.03% | −46−0.7% | Reduced |
| Chicago Trust Co NA | 6,489 | $630.0K | 0.13% | +477+7.9% | Added |
| Plancorp, LLC | 6,543 | $635.0K | 0.04% | −344−5.0% | Reduced |
| Veriti Management LLC | 6,541 | $635.0K | 0.08% | +1,154+21.4% | Added |
| MPS Loria Financial Planners, LLC | 6,578 | $638.0K | 0.26% | +23+0.4% | Added |
| Wealthspire Advisors, LLC | 6,580 | $639.0K | 0.01% | −2,034−23.6% | Reduced |
| CWM Advisors, LLC | 6,582 | $639.0K | 0.07% | +349+5.6% | Added |
| Mather Group, LLC. | 6,580 | $639.0K | 0.01% | +887+15.6% | Added |
| Foundations Investment Advisors, LLC | 6,740 | $645.0K | 0.02% | −170−2.5% | Reduced |
| Bridges Investment Management Inc | 6,700 | $650.0K | 0.02% | −500−6.9% | Reduced |
| Acadian Asset Management LLC | 6,735 | $651.0K | 0.00% | +3,058+83.2% | Added |
| Chicago Capital, LLC | 6,731 | $653.0K | 0.02% | −210−3.0% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 6,744 | $655.0K | 0.21% | +6,744 | New |
| Sigma Planning Corp | 6,790 | $659.0K | 0.02% | −99−1.4% | Reduced |
| Winch Advisory Services, LLC | 6,785 | $659.0K | 0.22% | +45+0.7% | Added |
| Banque Pictet & Cie SA | 6,798 | $660.0K | 0.00% | +6,798 | New |
| Ti-Trust, Inc | 6,842 | $664.0K | 0.59% | +6,842 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,971 | $677.0K | 0.75% | −500−6.7% | Reduced |
| Wesbanco Bank Inc | 7,008 | $680.0K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 7,030 | $682.0K | 0.01% | +20.0% | Added |
| Cigna Investments Inc | 7,049 | $684.0K | 0.05% | −2,500−26.2% | Reduced |
| Signaturefd, LLC | 7,048 | $684.0K | 0.02% | +495+7.6% | Added |
| Stephenson National Bank & Trust | 7,084 | $688.0K | 0.40% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,130 | $692.0K | 0.01% | +311+4.6% | Added |
| Clifford Swan Investment Counsel LLC | 7,142 | $693.0K | 0.02% | 00.0% | Unchanged |
| AXA S.A. | 7,300 | $709.0K | 0.00% | 00.0% | Unchanged |
| Investment House LLC | 7,300 | $709.0K | 0.05% | 00.0% | Unchanged |
| Lantz Financial LLC | 7,357 | $714.0K | 0.33% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 7,405 | $718.0K | 0.02% | +537+7.8% | Added |
| Laurel Wealth Advisors, Inc. | 7,469 | $725.0K | 0.06% | +305+4.3% | Added |
| Advisory Services Network, LLC | 7,484 | $727.0K | 0.02% | +556+8.0% | Added |
| Northstar Asset Management Inc | 7,503 | $728.3K | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 7,521 | $730.0K | 0.02% | +413+5.8% | Added |
| Spire Wealth Management | 7,579 | $736.0K | 0.02% | +223+3.0% | Added |
| Moors & Cabot, Inc. | 7,616 | $739.0K | 0.05% | −21−0.3% | Reduced |
| Rafferty Asset Management, LLC | 7,675 | $745.0K | 0.00% | −3,456−31.0% | Reduced |
| Eqis Capital Management, Inc. | 7,723 | $750.0K | 0.05% | −197−2.5% | Reduced |
| Oppenheimer & Co Inc | 7,785 | $756.0K | 0.01% | −493−6.0% | Reduced |
| Fiera Capital Corp | 7,785 | $756.0K | 0.00% | +4,765+157.8% | Added |
| Illinois Municipal Retirement Fund | 7,832 | $760.0K | 0.02% | +2,129+37.3% | Added |
| Cetera Investment Advisers | 7,842 | $761.0K | 0.01% | +230+3.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,897 | $767.0K | 0.01% | +166+2.1% | Added |
| Advisors Management Group Inc | 7,919 | $769.0K | 0.23% | +40+0.5% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $771.0K | 0.04% | 00.0% | Unchanged |
| Sagefield Capital LP | 7,952 | $771.0K | 0.36% | +7,952 | New |
| Wetherby Asset Management Inc | 7,948 | $772.0K | 0.04% | −216−2.6% | Reduced |
| Beaton Management Co. Inc. | 7,971 | $774.0K | 0.46% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 8,083 | $785.0K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 8,116 | $788.0K | 0.01% | −367−4.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,151 | $791.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,155 | $791.0K | 0.05% | +373+4.8% | Added |
| Gsa Capital Partners LLP | 8,151 | $791.0K | 0.10% | +8,151 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,173 | $793.0K | 0.07% | −351−4.1% | Reduced |
| Searle & Co. | 8,200 | $796.0K | 0.29% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,200 | $796.0K | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 8,403 | $816.0K | 0.06% | +39+0.5% | Added |
| Montag A & Associates Inc | 8,414 | $817.0K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 8,519 | $827.0K | 0.08% | +700+9.0% | Added |
| Chelsea Counsel Co | 8,679 | $842.0K | 0.36% | −50−0.6% | Reduced |
| Fiduciary Trust Co | 8,701 | $845.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 8,748 | $849.0K | 0.11% | −20.0% | Reduced |
| Greenleaf Trust | 8,780 | $852.0K | 0.01% | −476−5.1% | Reduced |
| Rockland Trust Co | 8,805 | $855.0K | 0.05% | −100−1.1% | Reduced |
| Mission Wealth Management, LP | 8,923 | $866.0K | 0.04% | −13−0.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,932 | $867.0K | 0.34% | −514−5.4% | Reduced |
| Mirabella Financial Services LLP | 8,953 | $869.0K | 0.09% | +5,304+145.4% | Added |
| Johnson Investment Counsel Inc | 8,982 | $872.0K | 0.01% | −15−0.2% | Reduced |
| D.A. Davidson & Co. | 9,023 | $876.0K | 0.01% | +170+1.9% | Added |
| Paloma Partners Management Co | 9,163 | $890.0K | 0.03% | −15,450−62.8% | Reduced |
| Alley Co LLC | 9,306 | $903.0K | 0.14% | −40−0.4% | Reduced |
| Spinnaker Trust | 9,298 | $903.0K | 0.06% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 9,326 | $905.0K | 0.11% | −3,169−25.4% | Reduced |
| WNY Asset Management, LLC | 9,415 | $913.0K | 0.27% | −39−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,476 | $920.0K | 0.00% | −1,473−13.5% | Reduced |
| Carret Asset Management, LLC | 9,500 | $922.0K | 0.10% | −100−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 9,534 | $925.0K | 0.10% | +9,534 | New |
| JustInvest LLC | 9,579 | $930.0K | 0.05% | +2,055+27.3% | Added |
| Geneos Wealth Management Inc. | 9,609 | $932.0K | 0.04% | −1,895−16.5% | Reduced |
| Wealth Alliance | 9,605 | $932.0K | 0.19% | +1,933+25.2% | Added |
| Legacy Private Trust Co. | 9,667 | $938.0K | 0.07% | −720−6.9% | Reduced |
| AGF Investments LLC | 9,693 | $941.0K | 0.08% | +2,294+31.0% | Added |
| Kesler, Norman & Wride, LLC | 9,794 | $951.0K | 0.20% | +169+1.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 9,890 | $960.0K | 0.27% | +75+0.8% | Added |
| American State Bank (Iowa) | 9,951 | $965.9K | 0.67% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 10,038 | $974.0K | 0.18% | +10,038 | New |
| Blueshift Asset Management, LLC | 10,049 | $975.0K | 0.09% | −136,270−93.1% | Reduced |
| Brown Capital Management LLC | 10,099 | $980.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,402 | $1.01M | 0.08% | +453+4.6% | Added |
| Flputnam Investment Management Co | 10,430 | $1.01M | 0.03% | +3,472+49.9% | Added |
| Advisor Partners LLC | 10,471 | $1.02M | 0.06% | +529+5.3% | Added |
| Valmark Advisers, Inc. | 10,486 | $1.02M | 0.02% | −566−5.1% | Reduced |
| ICW Investment Advisors LLC | 10,517 | $1.02M | 0.57% | +592+6.0% | Added |
| Central Trust Co | 10,606 | $1.03M | 0.03% | +127+1.2% | Added |
| Worldquant Millennium Advisors LLC | 10,672 | $1.04M | 0.02% | 00.0% | Unchanged |