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 |
|---|---|---|---|---|---|
| McCarthy Grittinger Financial Group, LLC | 1,869 | $181.4K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,799 | $174.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,719 | $167.0K | 0.00% | +37+2.2% | Added |
| Country Trust Bank | 1,705 | $166.0K | 0.00% | −206−10.8% | Reduced |
| Oakworth Capital, Inc. | 1,709 | $166.0K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | – | $163.0K | 0.08% | – | New |
| Clean Yield Group | 1,670 | $162.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,632 | $158.0K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,592 | $155.0K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,524 | $147.0K | 0.00% | −3,053−66.7% | Reduced |
| Proequities, Inc. | 1,512 | $147.0K | 0.01% | −7−0.5% | Reduced |
| American Portfolios Advisors | 1,486 | $144.2K | 0.00% | +445+42.7% | Added |
| TCTC Holdings, LLC | 1,467 | $142.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,453 | $141.0K | 0.02% | +123+9.2% | Added |
| Laffer Tengler Investments | 1,424 | $138.2K | 0.04% | 00.0% | Unchanged |
| South State Corp. | 1,420 | $138.0K | 0.01% | +829+140.3% | Added |
| Private Capital Group, LLC | 1,360 | $132.0K | 0.03% | −3−0.2% | Reduced |
| Financial Perspectives, Inc | 1,338 | $129.9K | 0.06% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 1,285 | $124.0K | 0.04% | +1,285 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,265 | $123.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,271 | $123.0K | 0.01% | +1,271 | New |
| DuPont Capital Management Corp | 1,244 | $121.0K | 0.00% | −1,560−55.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,250 | $121.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,224 | $119.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,210 | $117.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,159 | $112.0K | 0.01% | +1+0.1% | Added |
| Covington Capital Management | 1,131 | $110.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,104 | $107.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,061 | $103.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,037 | $101.0K | 0.00% | +84+8.8% | Added |
| West Branch Capital LLC | 1,032 | $100.0K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,035 | $100.0K | 0.03% | +1,035 | New |
| Snowden Capital Advisors LLC | 1,000 | $97.0K | 0.00% | −5,883−85.5% | Reduced |
| TFC Financial Management | 1,000 | $97.0K | 0.03% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 984 | $96.0K | 0.01% | +51+5.5% | Added |
| Pinnacle Bancorp, Inc. | 982 | $95.0K | 0.03% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 978 | $94.0K | 0.01% | +978 | New |
| Trustcore Financial Services, LLC | 912 | $89.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 906 | $88.0K | 0.02% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 907 | $88.0K | 0.00% | +13+1.5% | Added |
| RWM Asset Management, LLC | 895 | $87.0K | 0.02% | +49+5.8% | Added |
| Stonebridge Capital Advisors LLC | 894 | $87.0K | 0.01% | +248+38.4% | Added |
| Future Financial Wealth Managment LLC | 904 | $87.0K | 0.07% | +904 | New |
| Boit C F David | 867 | $84.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 839 | $81.0K | 0.01% | −9−1.1% | Reduced |
| Prestige Wealth Management Group LLC | 820 | $80.0K | 0.02% | +118+16.8% | Added |
| Thompson Siegel & Walmsley LLC | 800 | $78.0K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 798 | $77.0K | 0.07% | +798 | New |
| Pflug Koory, LLC | 760 | $74.0K | 0.04% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 756 | $73.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 744 | $72.0K | 0.00% | +346+86.9% | Added |
| Trust Co of Vermont | 735 | $72.0K | 0.00% | +735 | New |
| Massmutual Trust Co FSB | 729 | $71.0K | 0.00% | +18+2.5% | Added |
| Tradewinds Capital Management, LLC | 707 | $69.0K | 0.01% | +4+0.6% | Added |
| Operose Advisors LLC | 681 | $66.0K | 0.05% | +681 | New |
| Sittner & Nelson, LLC | 670 | $65.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 650 | $63.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 644 | $63.0K | 0.09% | +644 | New |
| Plante Moran Financial Advisors, LLC | 609 | $59.0K | 0.01% | +596+4,584.6% | Added |
| Estate Counselors, LLC | 602 | $58.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 600 | $58.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 582 | $57.0K | 0.02% | +582 | New |
| Accel Wealth Management | 582 | $56.0K | 0.03% | +582 | New |
| CNB Bank | 566 | $55.0K | 0.03% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 564 | $55.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 564 | $55.0K | 0.04% | +564 | New |
| Ancora Advisors, LLC | 558 | $54.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 553 | $54.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 558 | $54.0K | 0.00% | +85+18.0% | Added |
| Quent Capital, LLC | 530 | $52.0K | 0.01% | +530 | New |
| First Horizon Advisors, Inc. | 533 | $51.0K | 0.00% | −303−36.2% | Reduced |
| Sound Income Strategies, LLC | 509 | $49.0K | 0.01% | +3+0.6% | Added |
| Selective Wealth Management, Inc. | 500 | $49.0K | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 509 | $49.0K | 0.00% | +509 | New |
| Charter Oak Capital Management, LLC | 492 | $48.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 490 | $48.0K | 0.03% | +2+0.4% | Added |
| Rosenberg Matthew Hamilton | 492 | $48.0K | 0.02% | +68+16.0% | Added |
| Paragon Capital Management Ltd | 489 | $47.0K | 0.01% | +489 | New |
| SOA Wealth Advisors, LLC. | 480 | $46.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 475 | $46.0K | 0.00% | +100+26.7% | Added |
| Piscataqua Savings Bank | 459 | $45.0K | 0.04% | −10−2.1% | Reduced |
| Lenox Wealth Advisors, LLC | 465 | $45.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 464 | $45.0K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 433 | $42.0K | 0.03% | +433 | New |
| Essex Investment Management Co LLC | 430 | $42.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 430 | $42.0K | 0.01% | +430 | New |
| Lindbrook Capital, LLC | 427 | $41.0K | 0.01% | −177−29.3% | Reduced |
| Front Row Advisors LLC | 427 | $41.0K | 0.02% | −4−0.9% | Reduced |
| Atticus Wealth Management, LLC | 420 | $41.0K | 0.02% | +420 | New |
| Credit Agricole S A | 412 | $40.0K | 0.00% | +412 | New |
| Sargent Bickham Lagudis LLC | 400 | $39.0K | 0.00% | −400−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 393 | $38.0K | 0.03% | +393 | New |
| Marshall Wace, LLP | 379 | $37.0K | 0.00% | −23,181−98.4% | Reduced |
| Glassman Wealth Services | 380 | $37.0K | 0.01% | +29+8.3% | Added |
| Elmwood Wealth Management, Inc. | 369 | $36.0K | 0.02% | +369 | New |
| Zullo Investment Group, Inc. | 366 | $36.0K | 0.02% | +366 | New |
| Tilia Fiduciary Partners, Inc. | 360 | $35.0K | 0.03% | +360 | New |
| Arrow Financial Corp | 345 | $33.0K | 0.00% | −55−13.8% | Reduced |
| Valley National Advisers Inc | 338 | $33.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 338 | $33.0K | 0.01% | 00.0% | Unchanged |