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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 114 | $12.4K | 0.00% | +9+8.6% | Added |
| Kimelman & Baird, LLC | 116 | $12.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $13.1K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 124 | $13.5K | 0.07% | +124 | New |
| Rogco, LP | 126 | $13.7K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 131 | $14.3K | 0.01% | +111+555.0% | Added |
| SBI Securities Co., Ltd. | 136 | $14.8K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 136 | $14.8K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 137 | $14.9K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 138 | $15.0K | 0.00% | +70+102.9% | Added |
| Rise Advisors, LLC | 148 | $16.1K | 0.01% | +148 | New |
| Costello Asset Management, INC | 154 | $16.8K | 0.01% | +154 | New |
| Chilton Capital Management LLC | 158 | $17.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 159 | $17.3K | 0.00% | +15+10.4% | Added |
| Grove Bank & Trust | 164 | $17.9K | 0.00% | +58+54.7% | Added |
| First Community Trust NA | 166 | $18.1K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 181 | $19.0K | 0.01% | −199−52.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 180 | $19.6K | 0.00% | +1+0.6% | Added |
| Cornerstone Planning Group LLC | 189 | $20.6K | 0.00% | +58+44.3% | Added |
| NewSquare Capital LLC | 190 | $20.7K | 0.00% | +172+955.6% | Added |
| MV Capital Management, Inc. | 192 | $20.9K | 0.00% | −1−0.5% | Reduced |
| Hemington Wealth Management | 200 | $21.0K | 0.00% | +26+14.9% | Added |
| Wolff Wiese Magana LLC | 193 | $21.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 198 | $21.6K | 0.01% | +166+518.8% | Added |
| Bank of New Hampshire | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 210 | $22.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 211 | $23.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 214 | $23.3K | 0.00% | +214 | New |
| Gen-Wealth Partners Inc | 225 | $24.5K | 0.01% | −58−20.5% | Reduced |
| Boyd Watterson Asset Management LLC | 228 | $24.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 233 | $25.4K | 0.01% | +233 | New |
| Nova Wealth Management, Inc. | 234 | $25.5K | 0.02% | +234 | New |
| Covestor Ltd | 240 | $26.0K | 0.02% | +42+21.2% | Added |
| Rosenberg Matthew Hamilton | 252 | $27.5K | 0.01% | +22+9.6% | Added |
| Plante Moran Financial Advisors, LLC | 256 | $27.9K | 0.00% | −4−1.5% | Reduced |
| Hughes Financial Services, LLC | 257 | $28.0K | 0.01% | +257 | New |
| Prudent Man Investment Management, Inc. | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 261 | $28.4K | 0.01% | +1+0.4% | Added |
| Pinnacle Financial Partners Inc | 328 | $30.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 284 | $31.0K | 0.02% | +2+0.7% | Added |
| Silvant Capital Management LLC | 290 | $31.6K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 290 | $31.6K | 0.01% | +290 | New |
| Coastline Trust Co | 305 | $33.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 315 | $34.3K | 0.00% | −337−51.7% | Reduced |
| WPG Advisers, LLC | 319 | $34.8K | 0.03% | −59−15.6% | Reduced |
| Peoples Financial Services Corp. | 326 | $35.5K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $36.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 332 | $36.2K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $36.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 335 | $36.5K | 0.01% | +38+12.8% | Added |
| Sound Income Strategies, LLC | 341 | $37.2K | 0.00% | +85+33.2% | Added |
| Asset Dedication, LLC | 341 | $37.2K | 0.00% | +55+19.2% | Added |
| Valued Wealth Advisors LLC | 343 | $37.4K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 354 | $38.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 359 | $39.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 372 | $40.5K | 0.03% | 00.0% | Unchanged |
| Vestor Capital, LLC | 372 | $41.0K | 0.00% | +372 | New |
| Creekmur Asset Management LLC | 378 | $41.2K | 0.01% | +363+2,420.0% | Added |
| William B. Walkup & Associates, Inc. | 398 | $43.4K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $43.6K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 403 | $43.9K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $45.6K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $46.9K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 432 | $47.1K | 0.03% | +432 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $48.0K | 0.02% | +200+83.3% | Added |
| Richards, Merrill & Peterson, Inc. | 450 | $49.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 459 | $50.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 475 | $51.7K | 0.00% | +45+10.5% | Added |
| SOA Wealth Advisors, LLC. | 480 | $52.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 483 | $52.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 488 | $53.2K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 505 | $55.0K | 0.01% | +505 | New |
| Salem Investment Counselors Inc | 518 | $56.5K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 524 | $57.1K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $57.4K | 0.00% | −561−51.6% | Reduced |
| Walleye Trading LLC | 527 | $57.4K | 0.00% | +527 | New |
| Bruce G. Allen Investments, LLC | 529 | $57.6K | 0.05% | −15−2.8% | Reduced |
| Barrett & Company, Inc. | 540 | $58.8K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 544 | $59.3K | 0.01% | +316+138.6% | Added |
| Quantbot Technologies LP | 547 | $59.6K | 0.00% | −30,678−98.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 548 | $59.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 566 | $61.7K | 0.03% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $63.2K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $64.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 588 | $64.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 591 | $64.4K | 0.01% | +1+0.2% | Added |
| New Age Alpha Advisors, LLC | 596 | $65.0K | 0.00% | −642−51.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $65.4K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $65.4K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $66.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 632 | $67.4K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 625 | $68.0K | 0.00% | +5+0.8% | Added |
| Avalon Trust Co | 666 | $72.6K | 0.01% | −100−13.1% | Reduced |
| Robbins Farley LLC | 684 | $74.5K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 685 | $74.7K | 0.05% | +5+0.7% | Added |
| Brown Brothers Harriman & Co | 714 | $77.8K | 0.00% | +30+4.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 740 | $80.6K | 0.04% | 00.0% | Unchanged |
| Friedenthal Financial | 740 | $80.6K | 0.05% | +740 | New |
| NBC Securities, Inc. | 749 | $81.0K | 0.01% | +749 | New |
| Manchester Capital Management LLC | 744 | $81.1K | 0.01% | +93+14.3% | Added |