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 |
|---|---|---|---|---|---|
| Carlson Capital Management | 3,860 | $375.0K | 0.03% | −14−0.4% | Reduced |
| Gradient Investments LLC | 3,851 | $374.0K | 0.01% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 3,832 | $372.0K | 0.18% | −8,470−68.9% | Reduced |
| Pluribus Labs, LLC | 3,836 | $372.0K | 0.39% | +3,836 | New |
| Hutner Capital Management Inc | 3,807 | $370.0K | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,816 | $370.0K | 0.12% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,797 | $369.0K | 0.04% | +1,081+39.8% | Added |
| Manteio Capital LLC | 3,792 | $368.0K | 0.47% | +3,792 | New |
| Hamilton Capital, LLC | 3,782 | $367.0K | 0.03% | +3,782 | New |
| John G Ullman & Associates Inc | 3,750 | $364.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 3,754 | $364.0K | 0.03% | +83+2.3% | Added |
| Wellington Management Group LLP | 3,742 | $363.0K | 0.00% | −999−21.1% | Reduced |
| Cresset Asset Management, LLC | 3,728 | $362.0K | 0.00% | −709−16.0% | Reduced |
| Ergoteles LLC | 3,731 | $362.0K | 0.01% | +3,731 | New |
| Lincoln National Corp | 3,685 | $358.0K | 0.01% | +143+4.0% | Added |
| Trexquant Investment LP | 3,678 | $357.0K | 0.02% | −3,008−45.0% | Reduced |
| Toroso Investments, LLC | 3,668 | $356.0K | 0.01% | +670+22.3% | Added |
| Sandy Spring Bank | 3,656 | $355.0K | 0.02% | −1,326−26.6% | Reduced |
| Bank of Stockton | 3,632 | $352.0K | 0.10% | −300−7.6% | Reduced |
| Csenge Advisory Group | 3,898 | $352.0K | 0.03% | −37−0.9% | Reduced |
| Capital Advisors Inc | 3,628 | $352.0K | 0.01% | 00.0% | Unchanged |
| Balentine LLC | 3,607 | $350.0K | 0.01% | +1,340+59.1% | Added |
| Main Street Financial Solutions, LLC | 3,592 | $349.0K | 0.05% | −931−20.6% | Reduced |
| Avantax Advisory Services, Inc. | 3,589 | $348.0K | 0.01% | +61+1.7% | Added |
| Atlantic Trust, LLC | 3,575 | $347.0K | 0.20% | 00.0% | Unchanged |
| Simmons Bank | 3,573 | $347.0K | 0.02% | +3,573 | New |
| Mark Stevens | 3,520 | $342.0K | 0.04% | +265+8.1% | Added |
| Financial Advocates Investment Management | 3,516 | $341.0K | 0.02% | −53−1.5% | Reduced |
| Successful Portfolios LLC | 3,502 | $340.0K | 0.18% | −35−1.0% | Reduced |
| Ascension Asset Management LLC | 3,500 | $340.0K | 0.20% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 3,500 | $340.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,505 | $340.0K | 0.01% | +272+8.4% | Added |
| MBB Public Markets I LLC | 3,478 | $338.0K | 0.01% | +3,478 | New |
| WFA Asset Management Corp | 3,474 | $337.2K | 0.22% | +3,474 | New |
| First Heartland Consultants, Inc. | 3,481 | $337.0K | 0.04% | −136−3.8% | Reduced |
| HRT Financial LP | 3,480 | $337.0K | 0.00% | +3,480 | New |
| Norris Perne & French LLP | 3,408 | $331.0K | 0.03% | −125−3.5% | Reduced |
| Lewis Capital Management, LLC | 3,410 | $331.0K | 0.35% | +3,410 | New |
| Crewe Advisors LLC | 3,380 | $328.0K | 0.07% | +97+3.0% | Added |
| Summit Asset Management, LLC | 3,365 | $327.0K | 0.09% | +30+0.9% | Added |
| Zions Bancorporation, N.A. | 3,337 | $324.0K | 0.03% | −7−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 3,329 | $323.0K | 0.06% | −6,190−65.0% | Reduced |
| Centre Asset Management, LLC | 3,331 | $323.0K | 0.16% | −299−8.2% | Reduced |
| Siemens Fonds Invest GmbH | 3,319 | $322.0K | 0.02% | −12−0.4% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,301 | $320.0K | 0.07% | −336−9.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,605 | $320.0K | 0.25% | +708+24.4% | Added |
| Bremer Bank National Association | 3,293 | $320.0K | 0.05% | +400+13.8% | Added |
| Sentry Investment Management LLC | 3,276 | $318.0K | 0.08% | +366+12.6% | Added |
| Private Trust Co NA | 3,269 | $317.0K | 0.04% | −4,695−59.0% | Reduced |
| D L Carlson Investment Group Inc | 3,255 | $316.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 3,259 | $316.0K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,257 | $316.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Advisors LLC | 3,250 | $315.0K | 0.18% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,227 | $314.0K | 0.00% | +158+5.1% | Added |
| Whittier Trust Co | 3,226 | $314.0K | 0.01% | +2,000+163.1% | Added |
| Ascent Group, LLC | 3,237 | $314.0K | 0.04% | +3,237 | New |
| WealthShield Partners, LLC | 3,219 | $312.0K | 0.05% | +3,219 | New |
| Bailard, Inc. | 3,203 | $311.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,196 | $310.0K | 0.06% | −33−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,187 | $309.0K | 0.02% | −603−15.9% | Reduced |
| Pitcairn Co | 3,121 | $303.0K | 0.02% | −183−5.5% | Reduced |
| BLB&B Advisors, LLC | 3,123 | $303.0K | 0.02% | −188−5.7% | Reduced |
| StrongBox Wealth, LLC | 3,111 | $302.0K | 0.15% | −1,203−27.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,110 | $302.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,102 | $301.2K | 0.03% | −136−4.2% | Reduced |
| Capital Asset Advisory Services LLC | 3,091 | $300.0K | 0.03% | −60−1.9% | Reduced |
| Planning Center, Inc. | 3,121 | $300.0K | 0.24% | +3,121 | New |
| Doyle Wealth Management | 3,073 | $298.0K | 0.02% | +242+8.5% | Added |
| StrategIQ Financial Group, LLC | 3,065 | $297.0K | 0.03% | +3,065 | New |
| Regal Investment Advisors LLC | 3,046 | $296.0K | 0.03% | +11+0.4% | Added |
| CRA Financial Services, LLC | 3,030 | $294.0K | 0.09% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 3,021 | $293.0K | 0.02% | −559−15.6% | Reduced |
| Keystone Financial Group | 3,015 | $293.0K | 0.05% | −200−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 3,003 | $292.0K | 0.01% | +136+4.7% | Added |
| GSB Wealth Management, LLC | 3,000 | $291.0K | 0.08% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,995 | $290.7K | 0.10% | +26+0.9% | Added |
| Stephens Inc | 2,992 | $290.0K | 0.00% | −122−3.9% | Reduced |
| Coldstream Capital Management Inc | 2,970 | $288.0K | 0.01% | −25,475−89.6% | Reduced |
| EP Wealth Advisors, LLC | 2,958 | $287.0K | 0.01% | −59−2.0% | Reduced |
| First Command Financial Services, Inc. | 2,945 | $286.0K | 0.04% | +600+25.6% | Added |
| Osborne Partners Capital Management, LLC | 2,941 | $285.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,935 | $285.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 2,926 | $284.0K | 0.00% | +457+18.5% | Added |
| HBK Sorce Advisory LLC | 2,914 | $283.0K | 0.01% | −885−23.3% | Reduced |
| BTR Capital Management Inc | 2,892 | $281.0K | 0.03% | −20−0.7% | Reduced |
| Beacon Pointe Advisors, LLC | 2,859 | $278.0K | 0.01% | +2,859 | New |
| Providence Wealth Advisors, LLC | 2,850 | $276.0K | 0.17% | +8+0.3% | Added |
| Avidian Wealth Solutions, LLC | 2,848 | $276.0K | 0.02% | +150+5.6% | Added |
| Clarius Group, LLC | 2,844 | $276.0K | 0.02% | +191+7.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,830 | $275.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,830 | $275.0K | 0.13% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,826 | $274.0K | 0.02% | +415+17.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,782 | $270.0K | 0.09% | +3+0.1% | Added |
| Blue Chip Partners, Inc. | 2,781 | $270.0K | 0.03% | +21+0.8% | Added |
| Lido Advisors, LLC | 2,784 | $270.0K | 0.01% | +493+21.5% | Added |
| Tocqueville Asset Management L.P. | 2,753 | $267.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Group | 2,753 | $267.0K | 0.03% | +2,753 | New |
| Metis Global Partners, LLC | 2,755 | $267.0K | 0.07% | +2,755 | New |
| Allworth Financial LP | 2,728 | $265.0K | 0.00% | +501+22.5% | Added |
| International Assets Investment Management, LLC | 2,723 | $264.0K | 0.05% | −86−3.1% | Reduced |