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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 39,760 | $4.33M | 0.03% | +510+1.3% | Added |
| Alta Capital Management LLC | 39,846 | $4.34M | 0.28% | +1,847+4.9% | Added |
| N.E.W. Advisory Services LLC | 40,161 | $4.38M | 0.33% | +2,142+5.6% | Added |
| Harbour Investments, Inc. | 40,180 | $4.38M | 0.13% | +6,009+17.6% | Added |
| Morton Community Bank | 40,265 | $4.39M | 1.15% | +170+0.4% | Added |
| London & Capital Asset Management Ltd | 40,691 | $4.43M | 0.38% | −192,778−82.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 41,253 | $4.50M | 0.17% | +1,088+2.7% | Added |
| Cerity Partners LLC | 41,280 | $4.50M | 0.01% | −12,367−23.1% | Reduced |
| Bright Rock Capital Management, LLC | 42,000 | $4.58M | 0.96% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 42,415 | $4.62M | 0.05% | +74+0.2% | Added |
| Alley Investment Management Company, LLC | 42,849 | $4.67M | 0.59% | +364+0.9% | Added |
| Xponance, Inc. | 42,882 | $4.67M | 0.05% | +556+1.3% | Added |
| Options Solutions, LLC | 43,000 | $4.69M | 2.25% | −46−0.1% | Reduced |
| Blair William & Co | 43,050 | $4.69M | 0.01% | −1,216−2.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 44,128 | $4.81M | 0.24% | +561+1.3% | Added |
| S&CO Inc | 44,137 | $4.81M | 0.32% | −100−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,426 | $4.84M | 0.05% | +578+1.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,581 | $4.86M | 0.02% | +8,397+23.2% | Added |
| Daiwa Securities Group Inc. | 45,050 | $4.91M | 0.02% | +3,440+8.3% | Added |
| Teacher Retirement System of Texas | 46,247 | $5.04M | 0.02% | +43,288+1,462.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 46,296 | $5.05M | 0.05% | +465+1.0% | Added |
| Bank of Nova Scotia | 46,974 | $5.12M | 0.01% | −9,312−16.5% | Reduced |
| Kingsview Wealth Management, LLC | 47,506 | $5.18M | 0.10% | −279−0.6% | Reduced |
| Motco | 47,773 | $5.21M | 0.55% | −6,414−11.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 48,014 | $5.23M | 0.10% | +22,309+86.8% | Added |
| Park Avenue Securities LLC | 48,147 | $5.25M | 0.06% | +1,133+2.4% | Added |
| Advisory Services Network, LLC | 48,161 | $5.25M | 0.10% | −1,295−2.6% | Reduced |
| Credit Agricole S A | 49,432 | $5.39M | 0.02% | −35,853−42.0% | Reduced |
| Yousif Capital Management, LLC | 49,522 | $5.40M | 0.06% | −243−0.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 49,792 | $5.43M | 0.02% | −21,539−30.2% | Reduced |
| American Assets Investment Management, LLC | 50,000 | $5.45M | 0.48% | 00.0% | Unchanged |
| ProShare Advisors LLC | 50,015 | $5.45M | 0.01% | +2,055+4.3% | Added |
| Brinker Capital Investments, LLC | 51,259 | $5.59M | 0.05% | +630+1.2% | Added |
| Orion Portfolio Solutions, LLC | 51,259 | $5.59M | 0.05% | +630+1.2% | Added |
| CIBC Private Wealth Group, LLC | 54,489 | $5.61M | 0.01% | −1,058,750−95.1% | Reduced |
| Utah Retirement Systems | 52,284 | $5.70M | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 52,762 | $5.75M | 0.01% | +13,841+35.6% | Added |
| GWM Advisors LLC | 53,634 | $5.85M | 0.03% | +1,375+2.6% | Added |
| Aquatic Capital Management LLC | 54,348 | $5.92M | 0.15% | −5,132−8.6% | Reduced |
| Avantax Advisory Services, Inc. | 54,577 | $5.95M | 0.04% | −170−0.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 55,527 | $6.05M | 1.41% | −29,143−34.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 57,726 | $6.29M | 0.07% | +43,671+310.7% | Added |
| Qube Research & Technologies Ltd | 57,766 | $6.30M | 0.01% | −156,179−73.0% | Reduced |
| Oppenheimer Asset Management Inc. | 57,991 | $6.32M | 0.08% | +38,456+196.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 59,051 | $6.44M | 0.01% | −3,789−6.0% | Reduced |
| Mizuho Markets Americas LLC | 60,000 | $6.54M | 0.14% | +60,000 | New |
| British Columbia Investment Management Corp | 60,506 | $6.59M | 0.04% | −290.0% | Reduced |
| Northern Oak Wealth Management Inc | 60,678 | $6.61M | 0.85% | −12,977−17.6% | Reduced |
| Janus Henderson Group PLC | 62,661 | $6.74M | 0.00% | −1,408,435−95.7% | Reduced |
| Albion Financial Group | 61,951 | $6.75M | 0.48% | +5,548+9.8% | Added |
| Amalgamated Bank | 62,703 | $6.83M | 0.06% | +503+0.8% | Added |
| Atria Investments LLC | 66,861 | $7.29M | 0.09% | +3,157+5.0% | Added |
| IFM Investors Pty Ltd | 66,890 | $7.29M | 0.08% | −19,644−22.7% | Reduced |
| SG Americas Securities, LLC | 67,445 | $7.35M | 0.03% | +1,532+2.3% | Added |
| HRT Financial LP | 68,047 | $7.42M | 0.05% | +42,217+163.4% | Added |
| Quantinno Capital Management LP | 68,305 | $7.44M | 0.05% | +23,171+51.3% | Added |
| Thompson Investment Management, Inc. | 70,510 | $7.68M | 1.15% | +944+1.4% | Added |
| Susquehanna Fundamental Investments, LLC | 70,957 | $7.73M | 0.13% | −174,074−71.0% | Reduced |
| Swiss Life Asset Management Ltd | 72,739 | $7.93M | 0.06% | +50,317+224.4% | Added |
| Czech National Bank | 72,966 | $7.95M | 0.07% | +4,374+6.4% | Added |
| Heartland Advisors Inc | 74,174 | $8.08M | 0.46% | −43,827−37.1% | Reduced |
| Vestcor Inc | 74,804 | $8.15M | 0.27% | +890+1.2% | Added |
| FIL Ltd | 76,765 | $8.37M | 0.01% | −17,254−18.4% | Reduced |
| Commerce Bank | 77,438 | $8.44M | 0.05% | −1,646−2.1% | Reduced |
| Guardian Capital LP | 78,648 | $8.57M | 0.34% | +125+0.2% | Added |
| Brandywine Global Investment Management, LLC | 80,113 | $8.73M | 0.06% | −3,683−4.4% | Reduced |
| Parsons Capital Management Inc | 80,548 | $8.78M | 0.48% | −2,236−2.7% | Reduced |
| Janney Montgomery Scott LLC | 81,027 | $8.83M | 0.03% | +10,044+14.1% | Added |
| Wealthfront Advisers LLC | 81,393 | $8.87M | 0.02% | +12,242+17.7% | Added |
| Morgan Dempsey Capital Management LLC | 81,581 | $8.89M | 3.71% | −8,979−9.9% | Reduced |
| MetLife Investment Management | 82,483 | $8.99M | 0.05% | −1,244−1.5% | Reduced |
| Fifth Third Bancorp | 82,722 | $9.02M | 0.03% | −1,613−1.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 82,966 | $9.04M | 0.13% | +410.0% | Added |
| Mattern Capital Management, LLC | 83,978 | $9.15M | 1.17% | −4,452−5.0% | Reduced |
| Public Sector Pension Investment Board | 84,928 | $9.26M | 0.04% | +2,874+3.5% | Added |
| Corebridge Financial, Inc. | 86,057 | $9.38M | 0.05% | −2,923−3.3% | Reduced |
| State of Michigan Retirement System | 86,184 | $9.39M | 0.05% | +300+0.3% | Added |
| Thomas Story & Son LLC | 86,935 | $9.47M | 3.69% | +3,261+3.9% | Added |
| Gotham Asset Management, LLC | 87,296 | $9.51M | 0.08% | +4,055+4.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 87,642 | $9.55M | 0.03% | 00.0% | Unchanged |
| Sagefield Capital LP | 88,801 | $9.68M | 1.17% | +3,826+4.5% | Added |
| Investment Management Corp of Ontario | 89,751 | $9.78M | 0.20% | +30,871+52.4% | Added |
| Guggenheim Capital LLC | 90,606 | $9.87M | 0.09% | −1,719−1.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 90,624 | $9.88M | 2.66% | −2,938−3.1% | Reduced |
| D. E. Shaw & Co., Inc. | 91,177 | $9.94M | 0.01% | +66,512+269.7% | Added |
| Arizona State Retirement System | 91,485 | $9.97M | 0.06% | −320−0.3% | Reduced |
| Baillie Gifford & Co | 91,849 | $10.0M | 0.01% | +32,151+53.9% | Added |
| Sanctuary Advisors, LLC | 92,004 | $10.0M | 0.07% | −3,130−3.3% | Reduced |
| Dean Investment Associates, LLC | 94,495 | $10.3M | 1.52% | −9,205−8.9% | Reduced |
| AustralianSuper Pty Ltd | 94,814 | $10.3M | 0.06% | +94,814 | New |
| Voya Investment Management LLC | 94,940 | $10.3M | 0.01% | +779+0.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 95,000 | $10.4M | 3.11% | 00.0% | Unchanged |
| Comerica Bank | 96,411 | $10.5M | 0.04% | +305+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 96,538 | $10.5M | 0.08% | +5,427+6.0% | Added |
| State of New Jersey Common Pension Fund D | 96,771 | $10.5M | 0.05% | −4,284−4.2% | Reduced |
| Public Employees Retirement System of Ohio | 97,403 | $10.6M | 0.04% | −11,265−10.4% | Reduced |
| Stratos Wealth Partners, LTD. | 98,796 | $10.8M | 0.16% | +5,049+5.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 99,333 | $10.8M | 0.04% | −473−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 99,447 | $10.8M | 0.11% | −29,248−22.7% | Reduced |
| HFR Wealth Management, LLC | 100,637 | $11.0M | 2.67% | +284+0.3% | Added |