Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in Wec Energy Group, Inc. as of Mar 31, 2025. 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: 1,270; +91 vs. Q4 2024
Shares held: 260.7M; +4.08M (+1.6%) vs. Q4 2024
Total value: $28.4B; +$4.27B (+17.7%) vs. Q4 2024
New holders: 161; 494 more added
Sold out: 70; 391 more reduced

17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 1,270 institutions

Value heldQ1 2025: $28.4B

Institutions holding WEC and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q4 2024.

Institutions holding WEC in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
American Capital Advisory, LLC	3	$327	0.00%	+3	New
HFM Investment Advisors, LLC	3	$327	0.00%	+3	New
Kayne Anderson Rudnick Investment Management LLC	4	$436	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	4	$436	0.00%	00.0%	Unchanged
JCIC Asset Management Inc.	4	$436	0.00%	+4	New
Rakuten Securities, Inc.	4	$436	0.00%	+4	New
Capital A Wealth Management, LLC	6	$654	0.00%	+2+50.0%	Added
Principia Wealth Advisory, LLC	7	$731	0.00%	00.0%	Unchanged
Winnow Wealth LLC	8	$853	0.00%	+3+60.0%	Added
Cheviot Value Management, LLC	8	$870	0.00%	+8	New
Bay Harbor Wealth Management, LLC	8	$871	0.00%	+8	New
PSI Advisors, LLC	8	$872	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	8	$872	0.00%	+3+60.0%	Added
NVWM, LLC	10	$1.09K	0.00%	+5+100.0%	Added
Rialto Wealth Management, LLC	11	$1.20K	0.00%	+11	New
Dogwood Wealth Management LLC	12	$1.31K	0.00%	+12	New
Bell Investment Advisors, Inc	13	$1.42K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	15	$1.64K	0.00%	00.0%	Unchanged
Logan Capital Management Inc	15	$1.66K	0.00%	00.0%	Unchanged
Optimum Investment Advisors	16	$1.74K	0.00%	+16	New
Bernard Wealth Management Corp.	16	$1.74K	0.00%	+16	New
First Financial Corp	17	$1.85K	0.00%	00.0%	Unchanged
Clark Wealth Partners	17	$1.85K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	18	$1.99K	0.00%	00.0%	Unchanged
Avion Wealth	29	$2.00K	0.00%	00.0%	Unchanged
Winthrop Capital Management, LLC	25	$2.00K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	19	$2.07K	0.00%	+1+5.6%	Added
Greenline Partners, LLC	20	$2.18K	0.00%	+20	New
DAGCO, Inc.	20	$2.18K	0.00%	+20	New
Archer Investment Corp	21	$2.24K	0.00%	−41−66.1%	Reduced
MCF Advisors LLC	21	$2.29K	0.00%	−15−41.7%	Reduced
Whittier Trust Co of Nevada Inc	22	$2.40K	0.00%	+22	New
ESL Trust Services, LLC	23	$2.51K	0.00%	−451−95.1%	Reduced
Wealth Preservation Advisors, LLC	24	$2.62K	0.00%	+24	New
WealthTrak Capital Management LLC	25	$2.73K	0.00%	+10+66.7%	Added
Missouri Trust & Investment Co	26	$2.83K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	27	$2.93K	0.00%	+27	New
McIlrath & Eck, LLC	27	$2.94K	0.00%	00.0%	Unchanged
Northwest Capital Management Inc	27	$2.94K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	29	$3.16K	0.00%	+29	New
Global Trust Asset Management, LLC	32	$3.49K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	33	$3.60K	0.00%	+13+65.0%	Added
Ruedi Wealth Management, Inc.	34	$3.71K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	34	$3.71K	0.00%	+5+17.2%	Added
Private Wealth Asset Management, LLC	34	$3.71K	0.00%	+34	New
Private Wealth Management Group, LLC	34	$3.71K	0.00%	−28−45.2%	Reduced
Trifecta Capital Advisors, LLC	34	$3.71K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	40	$4.00K	0.00%	+40	New
Halbert Hargrove Global Advisors, LLC	37	$4.03K	0.00%	+21+131.3%	Added
Raffa Wealth Management, LLC	40	$4.36K	0.00%	00.0%	Unchanged
Glen Eagle Advisors, LLC	40	$4.36K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	43	$4.74K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	45	$4.91K	0.00%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	45	$4.91K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	50	$5.00K	0.00%	00.0%	Unchanged
Investors Research Corp	47	$5.12K	0.00%	+47	New
Barnes Dennig Private Wealth Management LLC	53	$5.78K	0.01%	+53	New
Whipplewood Advisors, LLC	8	$5.88K	0.00%	−46−85.2%	Reduced
City Holding Co	55	$5.99K	0.00%	+55	New
GHP Investment Advisors, Inc.	55	$5.99K	0.00%	00.0%	Unchanged
Abound Wealth Management	55	$6.02K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	64	$6.02K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	56	$6.10K	0.00%	+46+460.0%	Added
1620 Investment Advisors, Inc.	59	$6.43K	0.00%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	61	$6.65K	0.00%	−2−3.2%	Reduced
Reyes Financial Architecture, Inc.	61	$6.65K	0.00%	+61	New
Legacy Wealth Managment, LLC	62	$6.76K	0.00%	00.0%	Unchanged
Horizon Bancorp Inc	68	$7.00K	0.00%	00.0%	Unchanged
LRI Investments, LLC	67	$7.30K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	67	$7.30K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	71	$7.74K	0.00%	−26−26.8%	Reduced
PFG Private Wealth Management, LLC	72	$7.85K	0.00%	+72	New
New England Capital Financial Advisors LLC	76	$8.31K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	77	$8.42K	0.00%	−6−7.2%	Reduced
Global Financial Private Client, LLC	78	$8.50K	0.00%	+14+21.9%	Added
Harbor Investment Advisory, LLC	79	$8.61K	0.00%	00.0%	Unchanged
Murphy & Mullick Capital Management Corp	79	$8.63K	0.01%	00.0%	Unchanged
Sachetta, LLC	80	$8.72K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	81	$8.83K	0.00%	00.0%	Unchanged
Solstein Capital, LLC	82	$8.94K	0.01%	00.0%	Unchanged
Activest Wealth Management	84	$9.15K	0.00%	+79+1,580.0%	Added
LFA - Lugano Financial Advisors SA	85	$9.26K	0.01%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	89	$9.70K	0.00%	00.0%	Unchanged
Synergy Investment Management, LLC	91	$9.93K	0.00%	−1−1.1%	Reduced
Atala Financial Inc	93	$10.1K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	97	$10.6K	0.00%	+4+4.3%	Added
Park Square Financial Group, LLC	99	$10.8K	0.01%	−25−20.2%	Reduced
Caldwell Sutter Capital, Inc.	100	$10.9K	0.01%	00.0%	Unchanged
HighMark Wealth Management LLC	100	$10.9K	0.01%	00.0%	Unchanged
Lazard Asset Management LLC	107	$11.0K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	102	$11.1K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	105	$11.4K	0.01%	00.0%	Unchanged
Key Financial Inc	106	$11.6K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	107	$11.6K	0.00%	00.0%	Unchanged
Briaud Financial Planning, Inc	114	$12.0K	0.00%	00.0%	Unchanged
Capital Analysts, LLC	106	$12.0K	0.00%	+106	New
Wiser Advisor Group LLC	111	$12.1K	0.02%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	112	$12.2K	0.00%	00.0%	Unchanged
Washington Trust Co	112	$12.2K	0.00%	−1,525−93.2%	Reduced
Fortitude Family Office, LLC	113	$12.3K	0.00%	−97−46.2%	Reduced