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 |
|---|---|---|---|---|---|
| Northern Oak Wealth Management Inc | 6,113 | $593.0K | 0.07% | −205−3.2% | Reduced |
| Old Second National Bank of Aurora | 6,623 | $589.0K | 0.17% | +270+4.2% | Added |
| Vantage Financial Partners, LLC | 5,996 | $582.0K | 0.23% | +5,996 | New |
| Journey Advisory Group, LLC | 5,882 | $571.0K | 0.16% | +718+13.9% | Added |
| West Paces Advisors Inc. | 5,830 | $565.9K | 0.18% | −246−4.0% | Reduced |
| Orion Portfolio Solutions, LLC | 5,800 | $563.0K | 0.02% | −572−9.0% | Reduced |
| Bryn Mawr Trust Co | 5,787 | $562.0K | 0.02% | −974−14.4% | Reduced |
| Stevens Capital Management LP | 5,777 | $561.0K | 0.13% | +3,491+152.7% | Added |
| Marble Harbor Investment Counsel, LLC | 5,750 | $558.0K | 0.07% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,680 | $551.0K | 0.04% | +190+3.5% | 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 |
| Tower View Investment Management & Research LLC | 5,633 | $547.0K | 0.28% | +26+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 5,625 | $546.0K | 0.01% | −34,291−85.9% | Reduced |
| Appleton Partners Inc | 5,577 | $541.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 5,566 | $540.0K | 0.04% | +36+0.7% | Added |
| Front Barnett Associates LLC | 5,551 | $539.0K | 0.05% | −50−0.9% | Reduced |
| FineMark National Bank & Trust | 5,547 | $538.0K | 0.02% | −33−0.6% | Reduced |
| LVZ Advisors, Inc. | 5,428 | $527.0K | 0.07% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,407 | $525.0K | 0.06% | +1,455+36.8% | Added |
| 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 |
| Brookstone Capital Management | 5,321 | $517.0K | 0.01% | −112−2.1% | Reduced |
| Trust Co of Toledo NA | 5,319 | $516.0K | 0.08% | 00.0% | Unchanged |
| Hudock, Inc. | 5,305 | $515.0K | 0.14% | +717+15.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,295 | $514.0K | 0.04% | +1,117+26.7% | Added |
| IBM Retirement Fund | 5,261 | $511.0K | 0.06% | −3,684−41.2% | Reduced |
| Boston Family Office LLC | 5,251 | $510.0K | 0.03% | +38+0.7% | Added |
| Raymond James Trust N.A. | 5,232 | $508.0K | 0.02% | +968+22.7% | Added |
| North Star Asset Management Inc | 5,185 | $503.0K | 0.03% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 5,158 | $501.0K | 0.32% | −526−9.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 5,080 | $493.0K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,070 | $492.0K | 0.05% | +2,160+74.2% | Added |
| Forum Financial Management, LP | 5,021 | $487.0K | 0.03% | +5,021 | New |
| Cetera Advisors LLC | 4,998 | $485.0K | 0.01% | −585−10.5% | Reduced |
| Wealth Architects, LLC | 4,945 | $480.0K | 0.08% | +59+1.2% | Added |
| We Are One Seven, LLC | 4,903 | $476.0K | 0.05% | +4,903 | New |
| Mill Capital Management, LLC | 4,824 | $468.0K | 0.05% | +4,824 | New |
| Great Valley Advisor Group, Inc. | 4,809 | $467.0K | 0.03% | −238−4.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,800 | $466.0K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,775 | $464.0K | 0.03% | −66−1.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 4,755 | $461.0K | 0.05% | +220+4.9% | 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 |
| 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 |
| 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 |
| Independent Financial Group, LLC | 4,652 | $451.6K | 0.04% | 00.0% | Unchanged |
| 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 |
| Park Avenue Securities LLC | 4,579 | $445.0K | 0.01% | +737+19.2% | Added |
| Moody Lynn & Lieberson, LLC | 4,508 | $438.0K | 0.03% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,500 | $437.0K | 0.36% | +4,500 | New |
| Smithfield Trust Co | 4,478 | $435.0K | 0.03% | −490−9.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,480 | $434.0K | 0.01% | −361−7.5% | Reduced |
| CMC Financial Group | 4,464 | $433.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Alpha Cubed Investments, LLC | 4,355 | $423.0K | 0.03% | +182+4.4% | Added |
| 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 |
| 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 |
| 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 |
| Bradley Foster & Sargent Inc | 4,316 | $419.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| NorthRock Partners, LLC | 4,274 | $415.0K | 0.03% | +1,937+82.9% | Added |
| Alhambra Investment Partners LLC | 4,265 | $414.0K | 0.29% | 00.0% | Unchanged |
| 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 |
| 1st Source Bank | 4,202 | $408.0K | 0.02% | +47+1.1% | Added |
| Palladium Partners LLC | 4,196 | $407.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,158 | $404.0K | 0.00% | −110−2.6% | Reduced |
| Equitable Holdings, Inc. | 4,143 | $402.0K | 0.01% | −1,366−24.8% | Reduced |
| Vaughan David Investments LLC | 4,126 | $401.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,117 | $400.0K | 0.05% | −279−6.3% | Reduced |
| Haverford Trust Co | 4,102 | $398.0K | 0.00% | −264−6.0% | Reduced |
| 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 |
| Duncker Streett & Co Inc | 4,080 | $396.0K | 0.07% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $395.0K | 0.14% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $394.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Cypress Capital Management LLC | 4,003 | $389.0K | 0.04% | +4,003 | New |
| Smith, Moore & Co. | 3,985 | $387.0K | 0.05% | +129+3.3% | Added |
| Hanson & Doremus Investment Management | 3,947 | $383.0K | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 3,900 | $379.0K | 0.00% | +3,900 | New |
| Wintrust Investments LLC | 3,894 | $378.0K | 0.04% | +3,894 | New |
| Resources Investment Advisors, LLC. | 3,869 | $376.0K | 0.01% | −65−1.7% | Reduced |
| 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 |
| IFP Advisors, Inc | 3,873 | $375.0K | 0.01% | −1,142−22.8% | Reduced |