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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 2,774 | $302.3K | 0.01% | +116+4.4% | Added |
| Weaver Capital Management LLC | 2,780 | $303.0K | 0.08% | −44−1.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,792 | $304.3K | 0.10% | +2+0.1% | Added |
| DRW Securities, LLC | 2,813 | $306.6K | 0.03% | +2,813 | New |
| DSG Capital Advisors, LLC | 2,827 | $308.1K | 0.06% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,839 | $309.4K | 0.02% | +199+7.5% | Added |
| Procyon Private Wealth Partners, LLC | 2,840 | $309.5K | 0.02% | −638−18.3% | Reduced |
| Brady Family Wealth, LLC | 2,844 | $309.9K | 0.10% | +23+0.8% | Added |
| Fukoku Mutual Life Insurance Co | 2,866 | $312.3K | 0.02% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,868 | $312.6K | 0.10% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,888 | $314.7K | 0.17% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,891 | $315.1K | 0.06% | +12+0.4% | Added |
| CWM Advisors, LLC | 2,894 | $315.4K | 0.04% | +141+5.1% | Added |
| Blueshift Asset Management, LLC | 2,918 | $318.0K | 0.13% | +595+25.6% | Added |
| Isthmus Partners, LLC | 2,929 | $319.2K | 0.04% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,932 | $319.5K | 0.28% | +24+0.8% | Added |
| Compass Financial Group, INC | 2,938 | $320.2K | 0.06% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,947 | $321.2K | 0.02% | +157+5.6% | Added |
| Choate Investment Advisors | 2,947 | $321.2K | 0.01% | +200+7.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,956 | $322.1K | 0.04% | −29−1.0% | Reduced |
| Sonora Investment Management Group, LLC | 2,967 | $323.3K | 0.03% | −35−1.2% | Reduced |
| Cypress Wealth Services, LLC | 2,970 | $323.7K | 0.07% | −143−4.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,974 | $324.1K | 0.02% | +218+7.9% | Added |
| MBB Public Markets I LLC | 2,975 | $324.2K | 0.04% | +2,975 | New |
| Sowell Financial Services LLC | 2,978 | $324.6K | 0.01% | +2,978 | New |
| Graybill Bartz & Assoc Ltd | 2,981 | $324.9K | 0.11% | +2,981 | New |
| Bank of Stockton | 2,982 | $325.0K | 0.10% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,985 | $325.3K | 0.22% | +10.0% | Added |
| Bremer Bank National Association | 2,993 | $326.2K | 0.06% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 2,994 | $326.3K | 0.03% | +366+13.9% | Added |
| Quadrant Capital Group LLC | 2,994 | $326.3K | 0.01% | +935+45.4% | Added |
| D L Carlson Investment Group Inc | 3,010 | $328.0K | 0.06% | −6−0.2% | Reduced |
| Bingham Private Wealth, LLC | 3,021 | $329.2K | 0.34% | −54−1.8% | Reduced |
| Optas, LLC | 3,022 | $329.3K | 0.06% | +3,022 | New |
| Evexia Wealth LLC | 3,158 | $329.6K | 0.12% | 00.0% | Unchanged |
| Keystone Financial Group | 3,045 | $331.8K | 0.03% | −126−4.0% | Reduced |
| True Vision MN LLC | 3,050 | $332.4K | 0.20% | +25+0.8% | Added |
| CRA Financial Services, LLC | 3,051 | $332.5K | 0.06% | 00.0% | Unchanged |
| Crews Bank & Trust | 3,070 | $334.6K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,084 | $336.1K | 0.03% | +35+1.1% | Added |
| New Century Financial Group, LLC | 3,084 | $336.1K | 0.39% | +54+1.8% | Added |
| SRS Capital Advisors, Inc. | 3,089 | $336.6K | 0.02% | −59−1.9% | Reduced |
| MJP Associates Inc | 3,126 | $340.7K | 0.06% | +107+3.5% | Added |
| Zacks Investment Management | 3,130 | $341.1K | 0.00% | +253+8.8% | Added |
| Perigon Wealth Management, LLC | 3,147 | $343.0K | 0.01% | +39+1.3% | Added |
| Cigna Investments Inc | 3,180 | $346.0K | 0.06% | −50−1.5% | Reduced |
| Western Wealth Management, LLC | 3,175 | $346.0K | 0.02% | +145+4.8% | Added |
| Gryphon Financial Partners LLC | 3,190 | $347.6K | 0.05% | +84+2.7% | Added |
| 1st Source Bank | 3,206 | $349.4K | 0.02% | −82−2.5% | Reduced |
| SkyOak Wealth, LLC | 3,244 | $353.5K | 0.08% | +3,244 | New |
| Advisor OS, LLC | 3,245 | $353.7K | 0.04% | +23+0.7% | Added |
| Old North State Wealth Management, LLC | 3,243 | $353.8K | 0.20% | +170+5.5% | Added |
| Pitcairn Co | 3,252 | $354.4K | 0.02% | +23+0.7% | Added |
| Jacobi Capital Management LLC | 3,254 | $354.7K | 0.03% | +72+2.3% | Added |
| Sterling Investment Advisors LLC | 3,262 | $355.5K | 0.20% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 3,274 | $356.8K | 0.34% | +457+16.2% | Added |
| Gibbs Wealth Management | 3,277 | $357.1K | 0.09% | +716+28.0% | Added |
| Covalis Capital LLP | 3,282 | $357.7K | 0.08% | +3,282 | New |
| Polymer Capital Management (US) LLC | 3,289 | $358.4K | 0.11% | −2,140−39.4% | Reduced |
| First Foundation Advisors | 3,299 | $359.5K | 0.01% | −242−6.8% | Reduced |
| CWS Financial Advisors, LLC | 3,304 | $360.0K | 0.11% | +11+0.3% | Added |
| Moment Partners, LLC | 3,330 | $362.9K | 0.07% | −8−0.2% | Reduced |
| Summit Asset Management, LLC | 3,335 | $363.4K | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,335 | $363.4K | 0.06% | +98+3.0% | Added |
| Monument Capital Management | 3,337 | $363.7K | 0.11% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,348 | $364.8K | 0.02% | −709−17.5% | Reduced |
| Alps Advisors Inc | 3,359 | $366.1K | 0.00% | −341−9.2% | Reduced |
| Nilsine Partners, LLC | 3,397 | $370.2K | 0.04% | −158−4.4% | Reduced |
| Renaissance Technologies LLC | 3,400 | $370.5K | 0.00% | +3,400 | New |
| Bruce & Co., Inc. | 3,945 | $371.0K | 0.12% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 3,407 | $371.3K | 0.07% | −778−18.6% | Reduced |
| Callan Family Office, LLC | 3,412 | $371.8K | 0.03% | −515−13.1% | Reduced |
| Strategy Asset Managers LLC | 3,419 | $372.6K | 0.08% | −327−8.7% | Reduced |
| Wealthquest Corp | 3,423 | $373.0K | 0.03% | +6+0.2% | Added |
| Great Lakes Advisors, LLC | 3,439 | $374.8K | 0.00% | −48,283−93.4% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 3,443 | $375.2K | 0.40% | −5−0.1% | Reduced |
| Altshuler Shaham Ltd | 3,443 | $375.2K | 0.01% | +2,328+208.8% | Added |
| Blue Chip Partners, Inc. | 3,446 | $375.6K | 0.03% | −193−5.3% | Reduced |
| Golden State Equity Partners | 3,452 | $376.2K | 0.07% | −438−11.3% | Reduced |
| Horizon Investment Services, LLC | 3,473 | $378.5K | 0.18% | +3,473 | New |
| Robertson Stephens Wealth Management, LLC | 3,517 | $383.3K | 0.01% | −2−0.1% | Reduced |
| Danske Bank A/S | 3,534 | $385.1K | 0.00% | +775+28.1% | Added |
| Eqis Capital Management, Inc. | 3,544 | $386.3K | 0.03% | −100−2.7% | Reduced |
| LifeWealth Investments, LLC | 3,581 | $390.3K | 0.09% | +1,453+68.3% | Added |
| Alhambra Investment Partners LLC | 3,618 | $394.3K | 0.20% | −467−11.4% | Reduced |
| Cornerstone Enterprises, LLC | 3,619 | $394.4K | 0.24% | −461−11.3% | Reduced |
| Aegis Wealth Management LLC | 3,633 | $395.9K | 0.23% | −38−1.0% | Reduced |
| Gladstone Institutional Advisory LLC | 3,649 | $397.7K | 0.02% | +332+10.0% | Added |
| Hanson & Doremus Investment Management | 3,659 | $399.0K | 0.06% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 3,666 | $399.5K | 0.12% | −150−3.9% | Reduced |
| Capital Advisors Inc | 3,675 | $400.5K | 0.01% | +47+1.3% | Added |
| Transcend Wealth Collective, LLC | 3,676 | $400.6K | 0.03% | +35+1.0% | Added |
| Chilton Investment Co LLC | 3,702 | $403.4K | 0.01% | +3,702 | New |
| Umb Bank N A | 3,721 | $405.5K | 0.01% | +1,080+40.9% | Added |
| Insight Wealth Strategies, LLC | 3,727 | $406.1K | 0.05% | +32+0.9% | Added |
| Independent Financial Group, LLC | 3,727 | $406.2K | 0.01% | +3,727 | New |
| Certior Financial Group, LLC | 3,733 | $406.9K | 0.34% | +51+1.4% | Added |
| Reynders McVeigh Capital Management, LLC | 3,744 | $408.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,775 | $411.0K | 0.02% | +3,775 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 3,788 | $412.8K | 0.00% | −196,212−98.1% | Reduced |