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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 2,712 | $263.0K | 0.01% | −3,465−56.1% | Reduced |
| Arcadia Investment Management Corp | 2,700 | $262.0K | 0.04% | −300−10.0% | Reduced |
| Baldwin Investment Management, LLC | 2,700 | $262.0K | 0.07% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 2,700 | $262.0K | 0.03% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,681 | $260.0K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,679 | $260.0K | 0.01% | +80+3.1% | Added |
| IFG Advisors, LLC | 2,670 | $259.0K | 0.11% | 00.0% | Unchanged |
| MJP Associates Inc | 2,678 | $257.0K | 0.08% | −1,925−41.8% | Reduced |
| V Wealth Advisors LLC | 2,637 | $256.0K | 0.04% | −98−3.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,628 | $255.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,626 | $255.0K | 0.17% | +139+5.6% | Added |
| Axiom Financial Strategies, LLC | 2,616 | $254.0K | 0.12% | −124−4.5% | Reduced |
| Johnson Midwest Financial, LLC | 216 | $254.0K | 0.19% | −2,401−91.7% | Reduced |
| Fulton Bank, N.A. | 2,598 | $252.0K | 0.01% | +19+0.7% | Added |
| Perigon Wealth Management, LLC | 2,593 | $252.0K | 0.02% | +2,593 | New |
| Tower Bridge Advisors | 2,585 | $250.9K | 0.02% | −400−13.4% | Reduced |
| Dowling & Yahnke LLC | 2,562 | $249.0K | 0.01% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 2,565 | $249.0K | 0.06% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 2,567 | $249.0K | 0.01% | +2,567 | New |
| Fairhaven Wealth Management, LLC | 2,556 | $248.0K | 0.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 2,559 | $248.0K | 0.00% | +245+10.6% | Added |
| Waters Parkerson & Co., LLC | 2,544 | $247.0K | 0.01% | −16,098−86.4% | Reduced |
| Quadrant Capital Group LLC | 2,540 | $247.0K | 0.03% | +218+9.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 2,531 | $246.0K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,529 | $245.0K | 0.04% | −1,253−33.1% | Reduced |
| Freedman Financial Associates, Inc. | 2,527 | $245.0K | 0.17% | 00.0% | Unchanged |
| Synovus Financial Corp | 2,529 | $244.0K | 0.00% | −114−4.3% | Reduced |
| CenterStar Asset Management, LLC | – | $244.0K | 0.19% | – | New |
| Capstone Financial Advisors, Inc. | 2,506 | $243.0K | 0.02% | 00.0% | Unchanged |
| Intrust Bank NA | 2,496 | $242.0K | 0.03% | −50−2.0% | Reduced |
| Liberty Wealth Management LLC | 2,494 | $242.0K | 0.09% | −8−0.3% | Reduced |
| Warther Private Wealth, LLC | 2,515 | $242.0K | 0.18% | +2,515 | New |
| Financial Counselors Inc | 2,464 | $239.0K | 0.00% | +28+1.1% | Added |
| Executive Wealth Management, LLC | 2,460 | $238.0K | 0.02% | +21+0.9% | Added |
| Brighton Jones LLC | 2,450 | $238.0K | 0.01% | +30+1.2% | Added |
| Boenning & Scattergood, Inc. | 2,443 | $237.0K | 0.04% | +35+1.5% | Added |
| Carnegie Capital Asset Management, LLC | 2,434 | $236.0K | 0.01% | −5,080−67.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,414 | $234.0K | 0.01% | +2,414 | New |
| SeaCrest Wealth Management, LLC | 2,400 | $233.0K | 0.03% | −8−0.3% | Reduced |
| Birch Hill Investment Advisors LLC | 2,397 | $233.0K | 0.01% | +2,397 | New |
| Delphia (USA) Inc. | 2,394 | $232.0K | 0.25% | +2,394 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2,370 | $231.0K | 0.02% | 00.0% | Unchanged |
| White Pine Capital LLC | 2,370 | $230.0K | 0.07% | −200−7.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,370 | $230.0K | 0.03% | +20+0.9% | Added |
| Roman Butler Fullerton & Co | 2,364 | $229.0K | 0.10% | +18+0.8% | Added |
| Well Done, LLC | 2,360 | $229.0K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,346 | $228.0K | 0.02% | −2,250−49.0% | Reduced |
| Monetary Management Group Inc | 2,350 | $228.0K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,349 | $228.0K | 0.01% | +2,349 | New |
| Brown Advisory Securities, LLC | 2,350 | $227.0K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 2,343 | $227.0K | 0.00% | +2,343 | New |
| Exchange Capital Management, Inc. | 2,313 | $225.0K | 0.04% | +2,313 | New |
| Kovitz Investment Group Partners, LLC | 2,447 | $225.0K | 0.01% | +2,447 | New |
| Wealth Enhancement Advisory Services, LLC | 2,323 | $224.0K | 0.00% | −15,346−86.9% | Reduced |
| Horizon Investments, LLC | 2,311 | $224.0K | 0.01% | +2,311 | New |
| Triton Wealth Management, PLLC | 2,309 | $223.0K | 0.12% | +10.0% | Added |
| Ingalls & Snyder LLC | 2,300 | $223.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,257 | $219.0K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,257 | $219.0K | 0.01% | +2,257 | New |
| CWA Asset Management Group, LLC | 2,246 | $218.0K | 0.02% | +2,246 | New |
| Enterprise Financial Services Corp | 2,234 | $217.0K | 0.03% | +2,234 | New |
| TSFG, LLC | 2,221 | $216.0K | 0.08% | 00.0% | Unchanged |
| Park National Corp | 2,226 | $216.0K | 0.01% | +2,226 | New |
| CFM Wealth Partners LLC | 2,245 | $216.0K | 0.05% | +2,245 | New |
| Altium Wealth Management LLC | 2,220 | $215.0K | 0.01% | +2,220 | New |
| Capital Management Corp | 2,200 | $214.0K | 0.04% | +2,200 | New |
| Bowman & Co S.C. | 2,202 | $214.0K | 0.16% | +2,202 | New |
| Pekin Hardy Strauss, Inc. | 2,179 | $212.0K | 0.03% | +2,179 | New |
| Buckingham Strategic Partners | 2,179 | $212.0K | 0.04% | +2,179 | New |
| Verition Fund Management LLC | 2,171 | $211.0K | 0.00% | −888−29.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,174 | $211.0K | 0.04% | +9+0.4% | Added |
| Nations Financial Group Inc, | 2,173 | $211.0K | 0.03% | +2,173 | New |
| Thompson Investment Management, Inc. | 2,169 | $211.0K | 0.03% | +2,169 | New |
| Gyon Technologies Capital Management, LP | 2,173 | $211.0K | 0.04% | +2,173 | New |
| Ballentine Partners, LLC | 2,167 | $210.0K | 0.01% | +2,167 | New |
| Kerntke Otto McGlone Wealth Management Group | 2,159 | $210.0K | 0.26% | +2,159 | New |
| Engine No. 1 LLC | 2,159 | $210.0K | 0.04% | +2,159 | New |
| Boston Financial Mangement LLC | 2,154 | $209.0K | 0.01% | −146−6.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 2,150 | $209.0K | 0.12% | +2,150 | New |
| IAG Wealth Partners, LLC | 2,146 | $208.0K | 0.07% | +223+11.6% | Added |
| Buckingham Strategic Wealth, LLC | 2,135 | $207.0K | 0.00% | −1,074−33.5% | Reduced |
| First Command Bank | 2,345 | $207.0K | 0.04% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,130 | $207.0K | 0.01% | +2,130 | New |
| MBE Wealth Management, LLC | 2,129 | $207.0K | 0.11% | +2,129 | New |
| Tyler-Stone Wealth Management | 2,128 | $207.0K | 0.11% | +2,128 | New |
| St Germain D J Co Inc | 2,122 | $206.0K | 0.01% | −660−23.7% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,121 | $206.0K | 0.04% | +2,121 | New |
| Carroll Financial Associates, Inc. | 2,159 | $205.0K | 0.01% | +276+14.7% | Added |
| RMB Capital Management, LLC | 2,097 | $204.0K | 0.01% | +2,097 | New |
| Measured Wealth Private Client Group, LLC | 2,104 | $204.0K | 0.07% | +2,104 | New |
| Virginia Wealth Management Group, Inc. | 2,100 | $204.0K | 0.18% | +2,100 | New |
| Investment Partners, Ltd. | 2,096 | $203.0K | 0.08% | −316−13.1% | Reduced |
| Capital Investment Services of America, Inc. | 2,094 | $203.0K | 0.02% | +2,094 | New |
| Boston Research & Management Inc | 2,082 | $202.0K | 0.06% | +2,082 | New |
| Shelton Capital Management | 2,060 | $200.0K | 0.01% | +2,060 | New |
| Assetmark, Inc | 2,050 | $199.0K | 0.00% | +1,764+616.8% | Added |
| Addison Advisors LLC | 1,930 | $187.0K | 0.12% | +4+0.2% | Added |
| Anchor Investment Management, LLC | 1,924 | $186.8K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,904 | $185.0K | 0.03% | +14+0.7% | Added |
| Concord Wealth Partners | 1,886 | $183.0K | 0.04% | +1,836+3,672.0% | Added |