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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 10,517 | $1.02M | 0.57% | +592+6.0% | Added |
| Valmark Advisers, Inc. | 10,486 | $1.02M | 0.02% | −566−5.1% | Reduced |
| Advisor Partners LLC | 10,471 | $1.02M | 0.06% | +529+5.3% | Added |
| Flputnam Investment Management Co | 10,430 | $1.01M | 0.03% | +3,472+49.9% | Added |
| Apollon Wealth Management, LLC | 10,402 | $1.01M | 0.08% | +453+4.6% | Added |
| Brown Capital Management LLC | 10,099 | $980.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,049 | $975.0K | 0.09% | −136,270−93.1% | Reduced |
| Aveo Capital Partners, LLC | 10,038 | $974.0K | 0.18% | +10,038 | New |
| American State Bank (Iowa) | 9,951 | $965.9K | 0.67% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 9,890 | $960.0K | 0.27% | +75+0.8% | Added |
| Kesler, Norman & Wride, LLC | 9,794 | $951.0K | 0.20% | +169+1.8% | Added |
| AGF Investments LLC | 9,693 | $941.0K | 0.08% | +2,294+31.0% | Added |
| Legacy Private Trust Co. | 9,667 | $938.0K | 0.07% | −720−6.9% | Reduced |
| 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 |
| JustInvest LLC | 9,579 | $930.0K | 0.05% | +2,055+27.3% | Added |
| Van Hulzen Asset Management, LLC | 9,534 | $925.0K | 0.10% | +9,534 | New |
| Carret Asset Management, LLC | 9,500 | $922.0K | 0.10% | −100−1.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,476 | $920.0K | 0.00% | −1,473−13.5% | Reduced |
| WNY Asset Management, LLC | 9,415 | $913.0K | 0.27% | −39−0.4% | Reduced |
| Vista Capital Partners, Inc. | 9,326 | $905.0K | 0.11% | −3,169−25.4% | 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 |
| Paloma Partners Management Co | 9,163 | $890.0K | 0.03% | −15,450−62.8% | Reduced |
| D.A. Davidson & Co. | 9,023 | $876.0K | 0.01% | +170+1.9% | Added |
| Johnson Investment Counsel Inc | 8,982 | $872.0K | 0.01% | −15−0.2% | Reduced |
| Mirabella Financial Services LLP | 8,953 | $869.0K | 0.09% | +5,304+145.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,932 | $867.0K | 0.34% | −514−5.4% | Reduced |
| Mission Wealth Management, LP | 8,923 | $866.0K | 0.04% | −13−0.1% | Reduced |
| Rockland Trust Co | 8,805 | $855.0K | 0.05% | −100−1.1% | Reduced |
| Greenleaf Trust | 8,780 | $852.0K | 0.01% | −476−5.1% | Reduced |
| Resources Management Corp | 8,748 | $849.0K | 0.11% | −20.0% | Reduced |
| Fiduciary Trust Co | 8,701 | $845.0K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 8,679 | $842.0K | 0.36% | −50−0.6% | Reduced |
| Ledyard National Bank | 8,519 | $827.0K | 0.08% | +700+9.0% | Added |
| Montag A & Associates Inc | 8,414 | $817.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 8,403 | $816.0K | 0.06% | +39+0.5% | Added |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 8,173 | $793.0K | 0.07% | −351−4.1% | 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 |
| Veritable, L.P. | 8,116 | $788.0K | 0.01% | −367−4.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,083 | $785.0K | 0.03% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 7,971 | $774.0K | 0.46% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,948 | $772.0K | 0.04% | −216−2.6% | Reduced |
| 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 |
| Advisors Management Group Inc | 7,919 | $769.0K | 0.23% | +40+0.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,897 | $767.0K | 0.01% | +166+2.1% | Added |
| Cetera Investment Advisers | 7,842 | $761.0K | 0.01% | +230+3.0% | Added |
| Illinois Municipal Retirement Fund | 7,832 | $760.0K | 0.02% | +2,129+37.3% | Added |
| 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 |
| Eqis Capital Management, Inc. | 7,723 | $750.0K | 0.05% | −197−2.5% | Reduced |
| Rafferty Asset Management, LLC | 7,675 | $745.0K | 0.00% | −3,456−31.0% | Reduced |
| Moors & Cabot, Inc. | 7,616 | $739.0K | 0.05% | −21−0.3% | Reduced |
| Spire Wealth Management | 7,579 | $736.0K | 0.02% | +223+3.0% | Added |
| Diversified Trust Co | 7,521 | $730.0K | 0.02% | +413+5.8% | Added |
| Northstar Asset Management Inc | 7,503 | $728.3K | 0.18% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,484 | $727.0K | 0.02% | +556+8.0% | Added |
| Laurel Wealth Advisors, Inc. | 7,469 | $725.0K | 0.06% | +305+4.3% | Added |
| Vident Investment Advisory, LLC | 7,405 | $718.0K | 0.02% | +537+7.8% | Added |
| Lantz Financial LLC | 7,357 | $714.0K | 0.33% | 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 |
| Clifford Swan Investment Counsel LLC | 7,142 | $693.0K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,130 | $692.0K | 0.01% | +311+4.6% | Added |
| Stephenson National Bank & Trust | 7,084 | $688.0K | 0.40% | 00.0% | Unchanged |
| 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 |
| Peapack Gladstone Financial Corp | 7,030 | $682.0K | 0.01% | +20.0% | Added |
| Wesbanco Bank Inc | 7,008 | $680.0K | 0.02% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 6,971 | $677.0K | 0.75% | −500−6.7% | Reduced |
| Ti-Trust, Inc | 6,842 | $664.0K | 0.59% | +6,842 | New |
| Banque Pictet & Cie SA | 6,798 | $660.0K | 0.00% | +6,798 | 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 |
| Dixon Hughes Goodman Wealth Advisors LLC | 6,744 | $655.0K | 0.21% | +6,744 | New |
| Chicago Capital, LLC | 6,731 | $653.0K | 0.02% | −210−3.0% | Reduced |
| Acadian Asset Management LLC | 6,735 | $651.0K | 0.00% | +3,058+83.2% | Added |
| Bridges Investment Management Inc | 6,700 | $650.0K | 0.02% | −500−6.9% | Reduced |
| Foundations Investment Advisors, LLC | 6,740 | $645.0K | 0.02% | −170−2.5% | Reduced |
| 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 |
| MPS Loria Financial Planners, LLC | 6,578 | $638.0K | 0.26% | +23+0.4% | 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 |
| Chicago Trust Co NA | 6,489 | $630.0K | 0.13% | +477+7.9% | Added |
| Wedbush Securities Inc | 6,475 | $629.0K | 0.03% | −46−0.7% | Reduced |
| Coastline Trust Co | 6,466 | $628.0K | 0.07% | −126−1.9% | Reduced |
| City State Bank | 6,460 | $627.0K | 0.39% | +6,460 | New |
| 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 |
| Rockefeller Capital Management L.P. | 6,210 | $602.0K | 0.00% | −10,763−63.4% | Reduced |
| Tiedemann Advisors, LLC | 6,160 | $598.0K | 0.03% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 6,142 | $596.0K | 0.03% | +6,142 | New |
| Courier Capital LLC | 6,120 | $594.0K | 0.06% | 00.0% | Unchanged |