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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 21,824 | $2.38M | 1.02% | +21,824 | New |
| Savant Capital, LLC | 21,858 | $2.38M | 0.02% | −931−4.1% | Reduced |
| Colony Group, LLC | 21,928 | $2.39M | 0.01% | −10,013−31.3% | Reduced |
| Ontario Teachers Pension Plan Board | 22,046 | $2.40M | 0.04% | −12,580−36.3% | Reduced |
| Drucker Wealth 3.0, LLC | 22,215 | $2.42M | 0.53% | +651+3.0% | Added |
| Sit Investment Associates Inc | 22,230 | $2.42M | 0.06% | −1,965−8.1% | Reduced |
| Independent Advisor Alliance | 22,326 | $2.43M | 0.08% | +602+2.8% | Added |
| Associated Banc-Corp | 22,429 | $2.44M | 0.07% | +2,260+11.2% | Added |
| Semmax Financial Advisors Inc. | 22,781 | $2.45M | 0.66% | −1,606−6.6% | Reduced |
| Lido Advisors, LLC | 22,506 | $2.45M | 0.01% | +4,361+24.0% | Added |
| Intech Investment Management LLC | 22,549 | $2.46M | 0.03% | +1,634+7.8% | Added |
| Concurrent Investment Advisors, LLC | 22,651 | $2.47M | 0.06% | +1,376+6.5% | Added |
| Panagora Asset Management Inc | 22,658 | $2.47M | 0.01% | −46,257−67.1% | Reduced |
| Rodgers Brothers Inc. | 22,894 | $2.49M | 0.33% | −800−3.4% | Reduced |
| Broadwater Capital Management LLC | 23,200 | $2.53M | 1.98% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 23,400 | $2.55M | 0.18% | +23,400 | New |
| Meyer Handelman Co | 23,928 | $2.61M | 0.09% | 00.0% | Unchanged |
| Keybank National Association | 24,244 | $2.64M | 0.01% | −1,605−6.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 24,374 | $2.66M | 0.25% | −2,235−8.4% | Reduced |
| OV Management LLC | 24,444 | $2.66M | 1.25% | +5,232+27.2% | Added |
| Motley Fool Wealth Management, LLC | 24,536 | $2.67M | 0.16% | −2,681−9.9% | Reduced |
| J.W. Cole Advisors, Inc. | 24,557 | $2.68M | 0.08% | +24,557 | New |
| Eventide Asset Management, LLC | 24,941 | $2.68M | 0.05% | +11,025+79.2% | Added |
| Meritage Portfolio Management | 24,772 | $2.70M | 0.18% | −693−2.7% | Reduced |
| Vident Advisory, LLC | 24,789 | $2.70M | 0.04% | +3,843+18.3% | Added |
| Tower Research Capital LLC (TRC) | 25,278 | $2.73M | 0.08% | +5,600+28.5% | Added |
| Advisors Asset Management, Inc. | 25,143 | $2.74M | 0.05% | −16,471−39.6% | Reduced |
| apricus wealth, LLC | 25,150 | $2.74M | 1.63% | +2,145+9.3% | Added |
| Shakespeare Wealth Management, Inc. | 25,384 | $2.77M | 0.74% | −168−0.7% | Reduced |
| Mizuho Securities USA LLC | 25,437 | $2.77M | 0.06% | −4,546−15.2% | Reduced |
| Element Capital Management LLC | 25,778 | $2.81M | 0.70% | +25,778 | New |
| Brown Advisory Inc | 25,912 | $2.82M | 0.00% | −2,324−8.2% | Reduced |
| RFG Advisory, LLC | 25,981 | $2.83M | 0.08% | −2,791−9.7% | Reduced |
| KBC Group NV | 26,331 | $2.87M | 0.01% | +1,184+4.7% | Added |
| HighPoint Advisor Group LLC | 26,343 | $2.88M | 0.17% | +115+0.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,447 | $2.88M | 1.34% | −147−0.6% | Reduced |
| Private Advisor Group, LLC | 26,546 | $2.89M | 0.02% | +312+1.2% | Added |
| Kestra Advisory Services, LLC | 26,663 | $2.91M | 0.01% | −1,302−4.7% | Reduced |
| Metis Global Partners, LLC | 26,687 | $2.91M | 0.08% | +2,973+12.5% | Added |
| Woodline Partners LP | 26,839 | $2.92M | 0.02% | +7,841+41.3% | Added |
| Rothschild Investment LLC | 26,931 | $2.93M | 0.20% | −132−0.5% | Reduced |
| Bokf, NA | 27,099 | $2.95M | 0.05% | −747−2.7% | Reduced |
| Mercer Global Advisors Inc | 27,182 | $2.96M | 0.01% | +496+1.9% | Added |
| Oregon Public Employees Retirement Fund | 27,253 | $2.97M | 0.06% | +120+0.4% | Added |
| Keebeck Wealth Management, LLC | 27,636 | $3.01M | 0.45% | +27,636 | New |
| Lantz Financial LLC | 27,692 | $3.02M | 0.83% | −1,115−3.9% | Reduced |
| Pathstone Holdings, LLC | 27,954 | $3.04M | 0.01% | +1,341+5.0% | Added |
| Smith Group Asset Management, LLC | 28,000 | $3.05M | 0.23% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 28,586 | $3.12M | 0.01% | −6,930−19.5% | Reduced |
| Rakuten Investment Management, Inc. | 29,000 | $3.12M | 0.01% | +29,000 | New |
| Dorsey & Whitney Trust CO LLC | 29,052 | $3.17M | 0.18% | +18,982+188.5% | Added |
| Pacer Advisors, Inc. | 29,402 | $3.20M | 0.01% | −14,768−33.4% | Reduced |
| Premier Fund Managers Ltd | 30,000 | $3.23M | 0.12% | +7,000+30.4% | Added |
| UniSuper Management Pty Ltd | 29,834 | $3.25M | 0.02% | −1,193−3.8% | Reduced |
| Belpointe Asset Management LLC | 29,885 | $3.26M | 0.17% | −7,143−19.3% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 30,000 | $3.27M | 0.42% | +30,000 | New |
| Public Employees Retirement Association of Colorado | 30,059 | $3.28M | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 30,145 | $3.29M | 0.01% | +3,243+12.1% | Added |
| XTX Topco Ltd | 30,286 | $3.30M | 0.17% | +4,386+16.9% | Added |
| Journey Advisory Group, LLC | 30,425 | $3.32M | 0.27% | +826+2.8% | Added |
| Rockefeller Capital Management L.P. | 30,520 | $3.33M | 0.01% | −807−2.6% | Reduced |
| Castellan Group, LLC | 30,527 | $3.33M | 0.93% | −7,933−20.6% | Reduced |
| Level Four Advisory Services, LLC | 30,591 | $3.33M | 0.14% | +1,195+4.1% | Added |
| Cincinnati Casualty Co | 31,000 | $3.38M | 1.94% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31,018 | $3.38M | 0.11% | −500−1.6% | Reduced |
| Leavell Investment Management, Inc. | 31,031 | $3.38M | 0.17% | +1,043+3.5% | Added |
| TD Private Client Wealth LLC | 31,544 | $3.44M | 0.09% | +1,313+4.3% | Added |
| Prosperity Consulting Group, LLC | 31,721 | $3.46M | 0.27% | −1,442−4.3% | Reduced |
| Millennium Management LLC | 32,332 | $3.52M | 0.00% | −129,782−80.1% | Reduced |
| JustInvest LLC | 32,380 | $3.53M | 0.05% | +1,889+6.2% | Added |
| First American Bank | 32,729 | $3.57M | 0.26% | +4,327+15.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 33,305 | $3.58M | 0.01% | +5,191+18.5% | Added |
| Regions Financial Corp | 33,225 | $3.62M | 0.03% | −1,421−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 33,277 | $3.63M | 0.16% | +2,691+8.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,312 | $3.63M | 0.61% | +7,534+29.2% | Added |
| Brentview Investment Management LLC | 34,028 | $3.71M | 1.97% | +1,735+5.4% | Added |
| Dark Forest Capital Management LP | 34,119 | $3.72M | 0.17% | +34,119 | New |
| Kestra Private Wealth Services, LLC | 34,458 | $3.76M | 0.06% | +737+2.2% | Added |
| Johnson Financial Group, Inc. | 34,601 | $3.77M | 0.18% | −2,613−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 34,746 | $3.79M | 0.03% | +894+2.6% | Added |
| Zions Bancorporation, National Association | 35,277 | $3.84M | 0.24% | +35,277 | New |
| Allworth Financial LP | 35,488 | $3.86M | 0.02% | −446−1.2% | Reduced |
| Davenport & Co LLC | 35,710 | $3.89M | 0.02% | +12,665+55.0% | Added |
| Somerset Trust Co | 35,891 | $3.91M | 1.39% | +1,755+5.1% | Added |
| Richard C. Young & CO., LTD. | 36,310 | $3.96M | 0.43% | −1,526−4.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 36,636 | $3.99M | 0.82% | +1,431+4.1% | Added |
| Susquehanna International Group, LLP | 36,769 | $4.01M | 0.01% | −97,556−72.6% | Reduced |
| Schroder Investment Management Group | 37,368 | $4.02M | 0.00% | +3,133+9.2% | Added |
| Mutual of America Capital Management LLC | 36,936 | $4.03M | 0.05% | −955−2.5% | Reduced |
| Alliance Wealth Advisors, LLC | 36,971 | $4.03M | 1.05% | +23+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,069 | $4.04M | 0.10% | +1,614+4.6% | Added |
| State of Alaska, Department of Revenue | 37,230 | $4.06M | 0.05% | +1,150+3.2% | Added |
| KLCM Advisors, Inc. | 37,986 | $4.14M | 0.48% | +124+0.3% | Added |
| Mediolanum International Funds Ltd | 38,561 | $4.15M | 0.06% | −8,769−18.5% | Reduced |
| CIBC World Markets Corp | 38,258 | $4.17M | 0.03% | −11,646−23.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 38,651 | $4.21M | 0.00% | −120,527−75.7% | Reduced |
| CIBC World Markets Inc. | 39,228 | $4.28M | 0.01% | +1,144+3.0% | Added |
| Glenmede Trust Co NA | 39,458 | $4.30M | 0.02% | +236+0.6% | Added |
| Nicholas Company, Inc. | 39,760 | $4.33M | 0.08% | 00.0% | Unchanged |