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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 10,734 | $1.04M | 0.03% | −20.0% | Reduced |
| Davenport & Co LLC | 10,822 | $1.05M | 0.01% | −354−3.2% | Reduced |
| Rowland & Co Investment Counsel | 10,850 | $1.05M | 0.24% | +1,710+18.7% | Added |
| North Star Investment Management Corp. | 10,867 | $1.05M | 0.07% | −994−8.4% | Reduced |
| HM Payson & Co | 10,945 | $1.06M | 0.02% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 10,977 | $1.07M | 0.85% | +25+0.2% | Added |
| Independent Advisor Alliance | 10,996 | $1.07M | 0.05% | −23−0.2% | Reduced |
| Hendershot Investments Inc. | 11,146 | $1.08M | 0.16% | +11,146 | New |
| Oarsman Capital, Inc. | 11,228 | $1.09M | 0.43% | −3,488−23.7% | Reduced |
| Prospera Financial Services Inc | 11,444 | $1.11M | 0.05% | +1,570+15.9% | Added |
| Wellington Shields Capital Management, LLC | 11,512 | $1.12M | 0.14% | +2,799+32.1% | Added |
| Enhancing Capital LLC | 11,706 | $1.14M | 1.23% | +11,706 | New |
| Belpointe Asset Management LLC | 11,830 | $1.15M | 0.07% | +156+1.3% | Added |
| Hummer Financial Advisory Services Inc | 11,843 | $1.15M | 0.97% | −758−6.0% | Reduced |
| Stock Yards Bank & Trust Co | 12,160 | $1.18M | 0.06% | −950−7.2% | Reduced |
| Quadrature Capital Ltd | 12,451 | $1.21M | 0.06% | +4,229+51.4% | Added |
| Tiaa, FSB | 12,752 | $1.24M | 0.00% | −1,122−8.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,767 | $1.24M | 0.12% | +12,767 | New |
| Savant Capital, LLC | 12,837 | $1.25M | 0.04% | −286−2.2% | Reduced |
| Private Advisor Group, LLC | 12,974 | $1.26M | 0.01% | −3,796−22.6% | Reduced |
| Bank Ozk | 13,013 | $1.26M | 0.51% | +13,013 | New |
| Brasada Capital Management, LP | 13,332 | $1.28M | 0.25% | +13,332 | New |
| Gotham Asset Management, LLC | 13,417 | $1.30M | 0.04% | +10,148+310.4% | Added |
| Marietta Investment Partners LLC | 13,436 | $1.30M | 0.28% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,576 | $1.32M | 0.04% | +226+1.7% | Added |
| Colony Group LLC | 13,627 | $1.32M | 0.02% | +136+1.0% | Added |
| Landaas & Co | 13,649 | $1.32M | 0.70% | +10.0% | Added |
| Hudson Bay Capital Management LP | 13,703 | $1.33M | 0.01% | −14,254−51.0% | Reduced |
| Welch & Forbes LLC | 13,933 | $1.35M | 0.02% | +185+1.3% | Added |
| Conning Inc. | 14,139 | $1.37M | 0.04% | +204+1.5% | Added |
| Mercer Global Advisors Inc | 14,259 | $1.38M | 0.01% | −15,940−52.8% | Reduced |
| Bruderman Asset Management, LLC | 14,260 | $1.39M | 1.06% | −28,198−66.4% | Reduced |
| Balyasny Asset Management LLC | 14,374 | $1.40M | 0.01% | +14,374 | New |
| Marks Group Wealth Management, Inc | 14,656 | $1.42M | 0.17% | +14,656 | New |
| Jackson Wealth Management, LLC | 14,696 | $1.43M | 0.18% | +429+3.0% | Added |
| AE Wealth Management LLC | 14,796 | $1.44M | 0.01% | +2,905+24.4% | Added |
| Rodgers Brothers Inc. | 14,993 | $1.46M | 0.26% | −930−5.8% | Reduced |
| South Dakota Investment Council | 15,162 | $1.47M | 0.02% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 15,328 | $1.49M | 0.30% | 00.0% | Unchanged |
| M&T Bank Corp | 15,453 | $1.50M | 0.01% | +1,144+8.0% | Added |
| United Capital Financial Advisers, LLC | 15,670 | $1.52M | 0.01% | −2,010−11.4% | Reduced |
| Venturi Wealth Management, LLC | 15,686 | $1.52M | 0.12% | +1,301+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,704 | $1.52M | 0.03% | +52+0.3% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.52M | 0.11% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,939 | $1.55M | 0.00% | +6,233+64.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,970 | $1.55M | 0.07% | +47+0.3% | Added |
| MML Investors Services, LLC | 15,975 | $1.55M | 0.01% | +3,505+28.1% | Added |
| Ameritas Advisory Services, LLC | 16,303 | $1.58M | 0.06% | +16,303 | New |
| Sciencast Management LP | 16,510 | $1.60M | 0.28% | +16,510 | New |
| Pacer Advisors, Inc. | 17,038 | $1.65M | 0.02% | −25,473−59.9% | Reduced |
| Sabal Trust CO | 17,255 | $1.68M | 0.11% | +17,255 | New |
| Bridgewater Associates, LP | 17,269 | $1.68M | 0.01% | +17,269 | New |
| MayTech Global Investments, LLC | 17,432 | $1.69M | 0.34% | 00.0% | Unchanged |
| Baillie Gifford & Co | 17,566 | $1.71M | 0.00% | +2,333+15.3% | Added |
| Agf Investments Inc. | 17,740 | $1.72M | 0.01% | +1,740+10.9% | Added |
| Dean Investment Associates, LLC | 18,048 | $1.75M | 0.31% | −236−1.3% | Reduced |
| Kestra Advisory Services, LLC | 18,111 | $1.76M | 0.02% | +2,598+16.7% | Added |
| Kempen Capital Management N.V. | 18,289 | $1.77M | 0.05% | +18,289 | New |
| Kentucky Retirement Systems | 18,664 | $1.81M | 0.07% | −408−2.1% | Reduced |
| Miller Howard Investments Inc | 18,706 | $1.82M | 0.07% | −520−2.7% | Reduced |
| Cohen & Steers, Inc. | 18,822 | $1.83M | 0.00% | +8,992+91.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,848 | $1.83M | 1.17% | +435+2.4% | Added |
| Dynamic Technology Lab Private Ltd | 18,869 | $1.83M | 0.20% | +11,093+142.7% | Added |
| First Midwest Bank Trust Division | 18,875 | $1.83M | 0.24% | +3,890+26.0% | Added |
| Daiwa Securities Group Inc. | 18,950 | $1.84M | 0.01% | +860+4.8% | Added |
| Captrust Financial Advisors | 19,071 | $1.85M | 0.01% | −435−2.2% | Reduced |
| Regentatlantic Capital LLC | 19,214 | $1.86M | 0.05% | +1,952+11.3% | Added |
| New Mexico Educational Retirement Board | 19,253 | $1.87M | 0.06% | −1,400−6.8% | Reduced |
| Brown Advisory Inc | 19,314 | $1.88M | 0.00% | +26+0.1% | Added |
| Ellenbecker Investment Group | 19,487 | $1.89M | 0.52% | −181−0.9% | Reduced |
| National Bank of Canada | 19,808 | $1.90M | 0.01% | +19,808 | New |
| Oppenheimer Asset Management Inc. | 19,666 | $1.91M | 0.03% | −183−0.9% | Reduced |
| Xponance, Inc. | 19,791 | $1.92M | 0.03% | +3,728+23.2% | Added |
| Louisiana State Employees Retirement System | 19,800 | $1.92M | 0.04% | +200+1.0% | Added |
| United Capital Management of KS, Inc. | 19,973 | $1.94M | 0.72% | +102+0.5% | Added |
| RFG Advisory, LLC | 20,050 | $1.95M | 0.13% | +930+4.9% | Added |
| Nordea Investment Management AB | 20,115 | $1.95M | 0.00% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 20,482 | $1.99M | 0.26% | −14,900−42.1% | Reduced |
| Loveless Wealth Management LLC | 20,585 | $2.00M | 1.10% | −115−0.6% | Reduced |
| Donaldson Capital Management, LLC | 20,643 | $2.00M | 0.09% | −2,770−11.8% | Reduced |
| Regency Capital Management Inc. | 20,737 | $2.01M | 1.28% | +20,737 | New |
| Sadoff Investment Management LLC | 20,955 | $2.03M | 0.12% | −676−3.1% | Reduced |
| KBC Group NV | 21,149 | $2.05M | 0.01% | −16,425−43.7% | Reduced |
| Twin Capital Management Inc | 21,287 | $2.07M | 0.21% | −310−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 21,412 | $2.08M | 0.04% | +1,531+7.7% | Added |
| Kenfarb & Co. | 21,445 | $2.08M | 1.52% | +21,445 | New |
| Caldwell Trust Co | 21,555 | $2.09M | 0.24% | −1,145−5.0% | Reduced |
| Virtus ETF Advisers LLC | 21,559 | $2.09M | 0.79% | +4,006+22.8% | Added |
| MD Financial Management Inc. | 21,800 | $2.12M | 0.05% | +349+1.6% | Added |
| Avantax Planning Partners, Inc. | 21,864 | $2.12M | 0.09% | −5,167−19.1% | Reduced |
| AlphaCrest Capital Management LLC | 21,912 | $2.13M | 0.08% | +3,310+17.8% | Added |
| Alta Capital Management LLC | 21,964 | $2.13M | 0.11% | +1,540+7.5% | Added |
| Motley Fool Wealth Management, LLC | 22,020 | $2.14M | 0.09% | +475+2.2% | Added |
| Thomas Story & Son LLC | 22,097 | $2.15M | 0.84% | −1,850−7.7% | Reduced |
| Kestra Private Wealth Services, LLC | 22,508 | $2.19M | 0.10% | +1,099+5.1% | Added |
| Echo Street Capital Management LLC | 22,566 | $2.19M | 0.01% | +11,573+105.3% | Added |
| Icon Wealth Partners, LLC | 22,711 | $2.21M | 0.22% | −29−0.1% | Reduced |
| Castellan Group, LLC | 23,215 | $2.25M | 1.56% | +115+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 23,247 | $2.26M | 0.02% | −1,479−6.0% | Reduced |
| PDT Partners, LLC | 23,525 | $2.28M | 0.17% | +23,525 | New |