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 |
|---|---|---|---|---|---|
| Plotkin Financial Advisors, LLC | 2,042 | $222.5K | 0.14% | +2,042 | New |
| Marshall Financial Group LLC | 2,066 | $225.2K | 0.05% | −132−6.0% | Reduced |
| Connecticut Wealth Management, LLC | 2,067 | $225.2K | 0.01% | +2,067 | New |
| Essex Financial Services, Inc. | 2,067 | $225.2K | 0.02% | −78−3.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,069 | $225.5K | 0.01% | +2,069 | New |
| Neville Rodie & Shaw Inc | 2,078 | $226.0K | 0.02% | +2,078 | New |
| Tyche Wealth Partners LLC | 2,079 | $226.6K | 0.05% | −7,438−78.2% | Reduced |
| Trust Co of Virginia | 2,095 | $228.3K | 0.02% | +2,095 | New |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $230.1K | 0.04% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,119 | $230.9K | 0.01% | +2,119 | New |
| Evergreen Capital Management LLC | 2,121 | $231.1K | 0.01% | +2,121 | New |
| Howe & Rusling Inc | 2,123 | $231.4K | 0.02% | +2,123 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,147 | $234.0K | 0.06% | −500−18.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,154 | $234.7K | 0.14% | +2,154 | New |
| Fiduciary Financial Group, LLC | 2,226 | $234.9K | 0.05% | −414−15.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 2,166 | $236.1K | 0.21% | +2,166 | New |
| Hager Investment Management Services, LLC | 2,170 | $236.5K | 0.17% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,177 | $237.2K | 0.70% | 00.0% | Unchanged |
| Syon Capital LLC | 2,180 | $237.6K | 0.02% | +2,180 | New |
| Exchange Capital Management, Inc. | 2,182 | $237.8K | 0.04% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,190 | $238.6K | 0.01% | +2,190 | New |
| Second Line Capital, LLC | 2,193 | $239.0K | 0.06% | −1,203−35.4% | Reduced |
| Cozad Asset Management Inc | 2,194 | $239.1K | 0.02% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,195 | $239.3K | 0.03% | −2,678−55.0% | Reduced |
| Strategic Investment Advisors | 2,200 | $239.8K | 0.03% | −72−3.2% | Reduced |
| Capital Management Corp | 2,200 | $239.8K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,205 | $240.3K | 0.05% | +3+0.1% | Added |
| Ariston Services Group | 2,223 | $242.3K | 0.20% | 00.0% | Unchanged |
| Skba Capital Management LLC | 2,230 | $243.0K | 0.04% | +2,230 | New |
| Lockerman Financial Group, Inc. | 2,234 | $243.5K | 0.37% | −6−0.3% | Reduced |
| Ieq Capital, LLC | 2,244 | $244.6K | 0.00% | −182−7.5% | Reduced |
| CFM Wealth Partners LLC | 2,245 | $244.7K | 0.04% | −45−2.0% | Reduced |
| Essex Savings Bank | 2,246 | $244.8K | 0.06% | −3−0.1% | Reduced |
| Park Place Capital Corp | 2,254 | $245.6K | 0.07% | −43−1.9% | Reduced |
| Tower Wealth Partners, Inc. | 2,258 | $246.1K | 0.13% | +119+5.6% | Added |
| CFS Investment Advisory Services, LLC | 2,262 | $247.0K | 0.02% | +88+4.0% | Added |
| Independent Wealth Network Inc. | 2,270 | $247.4K | 0.10% | +18+0.8% | Added |
| Fidelity D & D Bancorp Inc | 2,282 | $248.7K | 0.16% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,284 | $248.9K | 0.07% | −318−12.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,289 | $249.5K | 0.02% | +91+4.1% | Added |
| Roman Butler Fullerton & Co | 2,310 | $250.1K | 0.10% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,300 | $250.7K | 0.07% | −50−2.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $251.0K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,311 | $251.9K | 0.01% | −62−2.6% | Reduced |
| Liberty Wealth Management LLC | 2,314 | $252.2K | 0.05% | −226−8.9% | Reduced |
| Keystone Financial Group, Inc. | 2,300 | $252.5K | 0.18% | +6+0.3% | Added |
| LCNB Corp | 2,318 | $252.6K | 0.09% | +47+2.1% | Added |
| Gateway Wealth Partners, LLC | 2,322 | $253.1K | 0.06% | +24+1.0% | Added |
| Aaron Wealth Advisors | 2,323 | $253.2K | 0.03% | −408−14.9% | Reduced |
| Centre Asset Management, LLC | 2,330 | $254.0K | 0.07% | +2,330 | New |
| ICONIQ Capital, LLC | 2,339 | $254.9K | 0.00% | +2,339 | New |
| RDA Financial Network | 2,360 | $257.2K | 0.08% | +56+2.4% | Added |
| Stanley-Laman Group, Ltd. | 2,362 | $257.4K | 0.04% | +46+2.0% | Added |
| Hilltop Partners LLC | 2,370 | $258.3K | 0.09% | −7−0.3% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $259.4K | 0.00% | −2,700−53.1% | Reduced |
| Planning Center, Inc. | 2,382 | $259.6K | 0.03% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,390 | $260.0K | 0.02% | +170+7.7% | Added |
| Wedmont Private Capital | 2,452 | $262.2K | 0.01% | +2,452 | New |
| Adviser Investments LLC | 2,412 | $262.9K | 0.00% | −254−9.5% | Reduced |
| Busey Wealth Management | 2,427 | $264.5K | 0.01% | +2,427 | New |
| Fidelis Capital Partners, LLC | 2,478 | $267.0K | 0.03% | +10+0.4% | Added |
| Glenview Trust Co | 2,453 | $267.3K | 0.01% | −525−17.6% | Reduced |
| Midwest Professional Planners, LTD. | 2,457 | $267.8K | 0.08% | 00.0% | Unchanged |
| Financial Counselors Inc | 2,464 | $268.5K | 0.00% | −261−9.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $268.6K | 0.02% | −800−24.5% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $269.9K | 0.08% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,480 | $270.3K | 0.04% | −7−0.3% | Reduced |
| Duncker Streett & Co Inc | 2,482 | $270.5K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,483 | $270.6K | 0.01% | +178+7.7% | Added |
| Baader Bank INC | 2,541 | $271.4K | 0.03% | +243+10.6% | Added |
| SummitTX Capital, L.P. | 2,502 | $272.7K | 0.01% | +2,502 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,515 | $274.1K | 0.11% | −237−8.6% | Reduced |
| Norris Perne & French LLP | 2,542 | $277.0K | 0.02% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,552 | $278.1K | 0.06% | +66+2.7% | Added |
| Oxbow Advisors, LLC | 2,553 | $278.2K | 0.03% | +2,553 | New |
| Pinnacle West Asset Management, Inc. | 2,565 | $280.0K | 0.20% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,570 | $280.1K | 0.03% | +400+18.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 2,582 | $281.4K | 0.32% | −369−12.5% | Reduced |
| MTM Investment Management, LLC | 2,625 | $285.8K | 0.11% | −160−5.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,637 | $287.4K | 0.21% | 00.0% | Unchanged |
| Argent Trust Co | 2,642 | $287.9K | 0.01% | −46−1.7% | Reduced |
| StoneX Group Inc. | 2,658 | $289.7K | 0.02% | +2,658 | New |
| Providence Wealth Advisors, LLC | 2,674 | $290.9K | 0.22% | +9+0.3% | Added |
| JGP Wealth Management, LLC | 2,670 | $290.9K | 0.04% | −247−8.5% | Reduced |
| Skopos Labs, Inc. | 2,671 | $291.1K | 0.06% | +1,112+71.3% | Added |
| Chesapeake Asset Management LLC | 2,684 | $292.5K | 0.28% | +116+4.5% | Added |
| Capital Investment Services of America, Inc. | 2,686 | $292.7K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,686 | $292.7K | 0.05% | +32+1.2% | Added |
| Boston Private Wealth LLC | 2,692 | $293.4K | 0.01% | +457+20.4% | Added |
| MBE Wealth Management, LLC | 2,697 | $293.9K | 0.14% | +237+9.6% | Added |
| Live Oak Private Wealth LLC | 2,708 | $295.1K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,729 | $297.0K | 0.02% | +10.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,731 | $297.7K | 0.07% | +295+12.1% | Added |
| Beacon Investment Advisors LLC | 2,733 | $297.9K | 0.14% | +7+0.3% | Added |
| Commerzbank Aktiengesellschaft | 2,729 | $298.0K | 0.01% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,740 | $298.6K | 0.26% | +7+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $299.1K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,757 | $300.4K | 0.03% | +15+0.5% | Added |
| B&L Asset Management LLC | 2,758 | $300.6K | 0.20% | −19−0.7% | Reduced |
| Principle Wealth Partners LLC | 2,770 | $301.9K | 0.02% | 00.0% | Unchanged |