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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 754 | $82.2K | 0.01% | +592+365.4% | Added |
| OP Asset Management Ltd | 760 | $82.8K | 0.00% | +760 | New |
| Concord Wealth Partners | 777 | $84.7K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 781 | $85.1K | 0.00% | +191+32.4% | Added |
| Arcadia Investment Management Corp | 800 | $87.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 804 | $87.6K | 0.01% | −115−12.5% | Reduced |
| Oakworth Capital, Inc. | 809 | $88.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 850 | $92.7K | 0.03% | +5+0.6% | Added |
| Independence Bank of Kentucky | 856 | $93.3K | 0.01% | −350−29.0% | Reduced |
| Sentry Investment Management LLC | 909 | $94.0K | 0.06% | −272−23.0% | Reduced |
| Boit C F David | 867 | $94.5K | 0.05% | 00.0% | Unchanged |
| Clean Yield Group | 867 | $94.5K | 0.03% | +97+12.6% | Added |
| Larson Financial Group LLC | 882 | $96.1K | 0.00% | +607+220.7% | Added |
| TD Waterhouse Canada Inc. | 892 | $97.1K | 0.00% | −167−15.8% | Reduced |
| Creative Financial Designs Inc | 896 | $97.6K | 0.01% | +890+14,833.3% | Added |
| FSA Wealth Management LLC | 900 | $98.1K | 0.04% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 903 | $98.4K | 0.04% | +61+7.2% | Added |
| Cromwell Holdings LLC | 907 | $98.8K | 0.06% | +349+62.5% | Added |
| Capital Advisors, Ltd. LLC | 913 | $99.0K | 0.01% | −3−0.3% | Reduced |
| Sandy Spring Bank | 915 | $99.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 932 | $101.6K | 0.03% | +242+35.1% | Added |
| GeoWealth Management, LLC | 934 | $101.8K | 0.00% | +256+37.8% | Added |
| Trust Co of Vermont | 937 | $102.1K | 0.01% | −35−3.6% | Reduced |
| First Pacific Financial | 943 | $102.8K | 0.02% | +41+4.5% | Added |
| Wayfinding Financial, LLC | 953 | $103.0K | 0.05% | +953 | New |
| TSFG, LLC | 974 | $106.0K | 0.02% | −1,725−63.9% | Reduced |
| Prestige Wealth Management Group LLC | 973 | $106.0K | 0.02% | +361+59.0% | Added |
| Pinnacle Bancorp, Inc. | 982 | $107.0K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 994 | $108.3K | 0.01% | +904+1,004.4% | Added |
| TCTC Holdings, LLC | 1,018 | $110.9K | 0.00% | −231−18.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,188 | $111.7K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,054 | $114.9K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $115.4K | 0.06% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,060 | $115.5K | 0.01% | −540−33.8% | Reduced |
| Evermay Wealth Management LLC | 1,128 | $122.9K | 0.02% | +1,128 | New |
| Beacon Capital Management, LLC | 1,136 | $123.8K | 0.02% | +83+7.9% | Added |
| Financial Network Wealth Advisors LLC | 1,155 | $125.9K | 0.17% | +526+83.6% | Added |
| Rossby Financial, LCC | 1,194 | $128.6K | 0.06% | +1,194 | New |
| CoreCap Advisors, LLC | 1,194 | $130.1K | 0.01% | −112−8.6% | Reduced |
| Raiffeisen Bank International AG | 1,211 | $130.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,235 | $134.6K | 0.01% | −27−2.1% | Reduced |
| Operose Advisors LLC | 1,241 | $135.2K | 0.04% | −66−5.0% | Reduced |
| First Horizon Advisors, Inc. | 1,253 | $136.6K | 0.00% | −1−0.1% | Reduced |
| Hills Bank & Trust Co | 1,256 | $136.9K | 0.01% | −1−0.1% | Reduced |
| JNBA Financial Advisors | 1,313 | $143.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,325 | $144.4K | 0.02% | −123−8.5% | Reduced |
| Financial Perspectives, Inc | 1,338 | $145.8K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $150.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,390 | $151.5K | 0.01% | +1,339+2,625.5% | Added |
| Centaurus Financial, Inc. | 1,434 | $156.0K | 0.01% | +12+0.8% | Added |
| Hexagon Capital Partners LLC | 1,528 | $166.5K | 0.03% | +40+2.7% | Added |
| Virtus Investment Advisers, Inc. | 1,586 | $172.8K | 0.05% | +1,586 | New |
| Cape Investment Advisory, Inc. | 1,622 | $176.8K | 0.07% | −85−5.0% | Reduced |
| Mather Group, LLC. | 1,663 | $181.2K | 0.00% | +594+55.6% | Added |
| State of Wyoming | 1,667 | $181.7K | 0.02% | +220+15.2% | Added |
| Cary Street Partners Financial LLC | 1,670 | $182.0K | 0.01% | −138−7.6% | Reduced |
| Group One Trading, L.P. | 1,682 | $183.3K | 0.01% | +1,682 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,720 | $187.5K | 0.11% | +74+4.5% | Added |
| Ridgewood Investments LLC | 1,727 | $188.2K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,737 | $189.3K | 0.01% | +670+62.8% | Added |
| CX Institutional | 1,768 | $193.0K | 0.01% | +1,768 | New |
| First Command Advisory Services, Inc. | 1,794 | $195.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,823 | $198.7K | 0.15% | +150+9.0% | Added |
| CM Wealth Advisors LLC | 1,840 | $200.5K | 0.06% | +1,840 | New |
| Finward Bancorp | 1,843 | $200.9K | 0.17% | +1,843 | New |
| Clark Asset Management, LLC | 1,847 | $201.3K | 0.03% | +1,847 | New |
| Synovus Financial Corp | 1,851 | $201.7K | 0.00% | +1,851 | New |
| First Fiduciary Investment Counsel, Inc. | 1,850 | $202.0K | 0.04% | +1,850 | New |
| Baker Tilly Wealth Management, LLC | 1,860 | $202.7K | 0.08% | +1,860 | New |
| Community Bank & Trust, Waco, Texas | 1,868 | $204.0K | 0.05% | +1,868 | New |
| Equitable Trust Co | 1,887 | $205.6K | 0.01% | +1,887 | New |
| Bill Few Associates, Inc. | 1,900 | $207.1K | 0.07% | +1,900 | New |
| Smartleaf Asset Management LLC | 1,925 | $207.1K | 0.02% | −95−4.7% | Reduced |
| Boston Research & Management Inc | 1,902 | $207.3K | 0.05% | +1,902 | New |
| Defined Wealth Management, LLC | 1,902 | $207.3K | 0.14% | +1,902 | New |
| Kera Capital Partners, Inc. | 1,910 | $208.2K | 0.06% | +1,910 | New |
| Walter & Keenan Financial Consulting Co | 1,923 | $209.6K | 0.06% | +1,923 | New |
| Perpetual Ltd | 1,943 | $211.7K | 0.00% | +1,943 | New |
| Addison Advisors LLC | 1,949 | $212.4K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 1,950 | $212.6K | 0.00% | +1,950 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $212.7K | 0.02% | +1,952 | New |
| First Bank & Trust | 1,955 | $213.1K | 0.04% | +1,955 | New |
| Trust Point Inc. | 1,958 | $213.4K | 0.02% | +1,958 | New |
| KilterHowling LLC | 1,984 | $214.2K | 0.14% | +16+0.8% | Added |
| Avidian Wealth Solutions, LLC | 1,980 | $215.8K | 0.01% | +1,980 | New |
| Spirepoint Private Client, LLC | 1,982 | $216.0K | 0.03% | +1,982 | New |
| Enterprise Financial Services Corp | 1,985 | $216.4K | 0.13% | +1,985 | New |
| First County Bank | 1,986 | $216.4K | 0.12% | +1,986 | New |
| High Falls Advisors, Inc | 1,988 | $216.6K | 0.05% | +1,988 | New |
| Ossiam | 1,988 | $216.7K | 0.00% | −1,022−34.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $217.2K | 0.07% | +1,993 | New |
| Dividend Assets Capital, LLC | 1,997 | $217.6K | 0.04% | +1,997 | New |
| Tompkins Financial Corp | 2,000 | $218.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,990 | $218.1K | 0.01% | −1,457−42.3% | Reduced |
| Bowman & Co S.C. | 2,005 | $218.6K | 0.11% | +2,005 | New |
| Freestone Grove Partners LP | 2,015 | $219.6K | 0.00% | +2,015 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $220.8K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 2,037 | $222.0K | 0.01% | +2,037 | New |
| Strategic Financial Concepts, LLC | 2,039 | $222.2K | 0.04% | +2,039 | New |
| Prudent Investors Network | 2,040 | $222.3K | 0.06% | +2,040 | New |