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 |
|---|---|---|---|---|---|
| Castellan Group, LLC | 23,215 | $2.25M | 1.56% | +115+0.5% | Added |
| Icon Wealth Partners, LLC | 22,711 | $2.21M | 0.22% | −29−0.1% | Reduced |
| Echo Street Capital Management LLC | 22,566 | $2.19M | 0.01% | +11,573+105.3% | Added |
| Kestra Private Wealth Services, LLC | 22,508 | $2.19M | 0.10% | +1,099+5.1% | Added |
| Thomas Story & Son LLC | 22,097 | $2.15M | 0.84% | −1,850−7.7% | Reduced |
| Motley Fool Wealth Management, LLC | 22,020 | $2.14M | 0.09% | +475+2.2% | Added |
| Alta Capital Management LLC | 21,964 | $2.13M | 0.11% | +1,540+7.5% | Added |
| AlphaCrest Capital Management LLC | 21,912 | $2.13M | 0.08% | +3,310+17.8% | Added |
| Avantax Planning Partners, Inc. | 21,864 | $2.12M | 0.09% | −5,167−19.1% | Reduced |
| MD Financial Management Inc. | 21,800 | $2.12M | 0.05% | +349+1.6% | Added |
| Virtus ETF Advisers LLC | 21,559 | $2.09M | 0.79% | +4,006+22.8% | Added |
| Caldwell Trust Co | 21,555 | $2.09M | 0.24% | −1,145−5.0% | Reduced |
| Kenfarb & Co. | 21,445 | $2.08M | 1.52% | +21,445 | New |
| Tower Research Capital LLC (TRC) | 21,412 | $2.08M | 0.04% | +1,531+7.7% | Added |
| Twin Capital Management Inc | 21,287 | $2.07M | 0.21% | −310−1.4% | Reduced |
| KBC Group NV | 21,149 | $2.05M | 0.01% | −16,425−43.7% | Reduced |
| Sadoff Investment Management LLC | 20,955 | $2.03M | 0.12% | −676−3.1% | Reduced |
| Regency Capital Management Inc. | 20,737 | $2.01M | 1.28% | +20,737 | New |
| Donaldson Capital Management, LLC | 20,643 | $2.00M | 0.09% | −2,770−11.8% | Reduced |
| Loveless Wealth Management LLC | 20,585 | $2.00M | 1.10% | −115−0.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 20,482 | $1.99M | 0.26% | −14,900−42.1% | Reduced |
| Nordea Investment Management AB | 20,115 | $1.95M | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 20,050 | $1.95M | 0.13% | +930+4.9% | Added |
| United Capital Management of KS, Inc. | 19,973 | $1.94M | 0.72% | +102+0.5% | Added |
| Louisiana State Employees Retirement System | 19,800 | $1.92M | 0.04% | +200+1.0% | Added |
| Xponance, Inc. | 19,791 | $1.92M | 0.03% | +3,728+23.2% | Added |
| Oppenheimer Asset Management Inc. | 19,666 | $1.91M | 0.03% | −183−0.9% | Reduced |
| National Bank of Canada | 19,808 | $1.90M | 0.01% | +19,808 | New |
| Ellenbecker Investment Group | 19,487 | $1.89M | 0.52% | −181−0.9% | Reduced |
| Brown Advisory Inc | 19,314 | $1.88M | 0.00% | +26+0.1% | Added |
| New Mexico Educational Retirement Board | 19,253 | $1.87M | 0.06% | −1,400−6.8% | Reduced |
| Regentatlantic Capital LLC | 19,214 | $1.86M | 0.05% | +1,952+11.3% | Added |
| Captrust Financial Advisors | 19,071 | $1.85M | 0.01% | −435−2.2% | Reduced |
| Daiwa Securities Group Inc. | 18,950 | $1.84M | 0.01% | +860+4.8% | Added |
| First Midwest Bank Trust Division | 18,875 | $1.83M | 0.24% | +3,890+26.0% | Added |
| Dynamic Technology Lab Private Ltd | 18,869 | $1.83M | 0.20% | +11,093+142.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 18,848 | $1.83M | 1.17% | +435+2.4% | Added |
| Cohen & Steers, Inc. | 18,822 | $1.83M | 0.00% | +8,992+91.5% | Added |
| Miller Howard Investments Inc | 18,706 | $1.82M | 0.07% | −520−2.7% | Reduced |
| Kentucky Retirement Systems | 18,664 | $1.81M | 0.07% | −408−2.1% | Reduced |
| Kempen Capital Management N.V. | 18,289 | $1.77M | 0.05% | +18,289 | New |
| Kestra Advisory Services, LLC | 18,111 | $1.76M | 0.02% | +2,598+16.7% | Added |
| Dean Investment Associates, LLC | 18,048 | $1.75M | 0.31% | −236−1.3% | Reduced |
| Agf Investments Inc. | 17,740 | $1.72M | 0.01% | +1,740+10.9% | Added |
| Baillie Gifford & Co | 17,566 | $1.71M | 0.00% | +2,333+15.3% | Added |
| MayTech Global Investments, LLC | 17,432 | $1.69M | 0.34% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 17,269 | $1.68M | 0.01% | +17,269 | New |
| Sabal Trust CO | 17,255 | $1.68M | 0.11% | +17,255 | New |
| Pacer Advisors, Inc. | 17,038 | $1.65M | 0.02% | −25,473−59.9% | Reduced |
| Sciencast Management LP | 16,510 | $1.60M | 0.28% | +16,510 | New |
| Ameritas Advisory Services, LLC | 16,303 | $1.58M | 0.06% | +16,303 | New |
| MML Investors Services, LLC | 15,975 | $1.55M | 0.01% | +3,505+28.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 15,970 | $1.55M | 0.07% | +47+0.3% | Added |
| Jane Street Group, LLC | 15,939 | $1.55M | 0.00% | +6,233+64.2% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.52M | 0.11% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 15,704 | $1.52M | 0.03% | +52+0.3% | Added |
| Venturi Wealth Management, LLC | 15,686 | $1.52M | 0.12% | +1,301+9.0% | Added |
| United Capital Financial Advisers, LLC | 15,670 | $1.52M | 0.01% | −2,010−11.4% | Reduced |
| M&T Bank Corp | 15,453 | $1.50M | 0.01% | +1,144+8.0% | Added |
| Schmidt P J Investment Management Inc | 15,328 | $1.49M | 0.30% | 00.0% | Unchanged |
| South Dakota Investment Council | 15,162 | $1.47M | 0.02% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 14,993 | $1.46M | 0.26% | −930−5.8% | Reduced |
| AE Wealth Management LLC | 14,796 | $1.44M | 0.01% | +2,905+24.4% | Added |
| Jackson Wealth Management, LLC | 14,696 | $1.43M | 0.18% | +429+3.0% | Added |
| Marks Group Wealth Management, Inc | 14,656 | $1.42M | 0.17% | +14,656 | New |
| Balyasny Asset Management LLC | 14,374 | $1.40M | 0.01% | +14,374 | New |
| Bruderman Asset Management, LLC | 14,260 | $1.39M | 1.06% | −28,198−66.4% | Reduced |
| Mercer Global Advisors Inc | 14,259 | $1.38M | 0.01% | −15,940−52.8% | Reduced |
| Conning Inc. | 14,139 | $1.37M | 0.04% | +204+1.5% | Added |
| Welch & Forbes LLC | 13,933 | $1.35M | 0.02% | +185+1.3% | Added |
| Hudson Bay Capital Management LP | 13,703 | $1.33M | 0.01% | −14,254−51.0% | Reduced |
| Landaas & Co | 13,649 | $1.32M | 0.70% | +10.0% | Added |
| Colony Group LLC | 13,627 | $1.32M | 0.02% | +136+1.0% | Added |
| Profund Advisors LLC | 13,576 | $1.32M | 0.04% | +226+1.7% | Added |
| Marietta Investment Partners LLC | 13,436 | $1.30M | 0.28% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 13,417 | $1.30M | 0.04% | +10,148+310.4% | Added |
| Brasada Capital Management, LP | 13,332 | $1.28M | 0.25% | +13,332 | New |
| Bank Ozk | 13,013 | $1.26M | 0.51% | +13,013 | New |
| Private Advisor Group, LLC | 12,974 | $1.26M | 0.01% | −3,796−22.6% | Reduced |
| Savant Capital, LLC | 12,837 | $1.25M | 0.04% | −286−2.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,767 | $1.24M | 0.12% | +12,767 | New |
| Tiaa, FSB | 12,752 | $1.24M | 0.00% | −1,122−8.1% | Reduced |
| Quadrature Capital Ltd | 12,451 | $1.21M | 0.06% | +4,229+51.4% | Added |
| Stock Yards Bank & Trust Co | 12,160 | $1.18M | 0.06% | −950−7.2% | Reduced |
| Hummer Financial Advisory Services Inc | 11,843 | $1.15M | 0.97% | −758−6.0% | Reduced |
| Belpointe Asset Management LLC | 11,830 | $1.15M | 0.07% | +156+1.3% | Added |
| Enhancing Capital LLC | 11,706 | $1.14M | 1.23% | +11,706 | New |
| Wellington Shields Capital Management, LLC | 11,512 | $1.12M | 0.14% | +2,799+32.1% | Added |
| Prospera Financial Services Inc | 11,444 | $1.11M | 0.05% | +1,570+15.9% | Added |
| Oarsman Capital, Inc. | 11,228 | $1.09M | 0.43% | −3,488−23.7% | Reduced |
| Hendershot Investments Inc. | 11,146 | $1.08M | 0.16% | +11,146 | New |
| Independent Advisor Alliance | 10,996 | $1.07M | 0.05% | −23−0.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 10,977 | $1.07M | 0.85% | +25+0.2% | Added |
| HM Payson & Co | 10,945 | $1.06M | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10,867 | $1.05M | 0.07% | −994−8.4% | Reduced |
| Rowland & Co Investment Counsel | 10,850 | $1.05M | 0.24% | +1,710+18.7% | Added |
| Davenport & Co LLC | 10,822 | $1.05M | 0.01% | −354−3.2% | Reduced |
| Hantz Financial Services, Inc. | 10,734 | $1.04M | 0.03% | −20.0% | Reduced |
| Worldquant Millennium Advisors LLC | 10,672 | $1.04M | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 10,606 | $1.03M | 0.03% | +127+1.2% | Added |