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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 3,803 | $414.4K | 0.24% | +60+1.6% | Added |
| Fortis Group Advisors, LLC | 3,805 | $414.7K | 0.08% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,813 | $415.5K | 0.20% | −54−1.4% | Reduced |
| Abc Arbitrage SA | 3,816 | $415.9K | 0.08% | −2,436−39.0% | Reduced |
| Frank, Rimerman Advisors LLC | 3,816 | $415.9K | 0.03% | −207−5.1% | Reduced |
| WFA Asset Management Corp | 5,065 | $415.9K | 0.22% | +2,265+80.9% | Added |
| Brandywine Oak Private Wealth LLC | 3,832 | $417.6K | 0.04% | −3−0.1% | Reduced |
| Callan Capital, LLC | 3,845 | $419.0K | 0.03% | +100+2.7% | Added |
| LVZ Advisors, Inc. | 3,848 | $419.4K | 0.06% | −1,880−32.8% | Reduced |
| Segment Wealth Management, LLC | 3,856 | $420.2K | 0.03% | +3,856 | New |
| ZWJ Investment Counsel Inc | 3,862 | $420.9K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,856 | $422.0K | 0.02% | −42−1.1% | Reduced |
| Diversify Advisory Services, LLC | 3,907 | $426.5K | 0.03% | +227+6.2% | Added |
| V-Square Quantitative Management LLC | 3,919 | $427.1K | 0.06% | +6+0.2% | Added |
| Kiker Wealth Management, LLC | 3,920 | $427.2K | 0.29% | −307−7.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 3,931 | $428.4K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,941 | $429.4K | 0.03% | −156−3.8% | Reduced |
| Custom Index Systems, LLC | 3,941 | $429.5K | 0.22% | +1,412+55.8% | Added |
| Phillips Wealth Planners LLC | 4,024 | $430.4K | 0.45% | −40−1.0% | Reduced |
| Park National Corp | 3,950 | $430.5K | 0.02% | +23+0.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,580 | $430.7K | 0.14% | −8−0.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,982 | $434.0K | 0.05% | −3,750−48.5% | Reduced |
| Tyler-Stone Wealth Management | 3,990 | $434.8K | 0.08% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,993 | $435.1K | 0.01% | +964+31.8% | Added |
| Carret Asset Management, LLC | 4,000 | $435.9K | 0.05% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,006 | $437.0K | 0.03% | +119+3.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,012 | $437.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,128 | $440.4K | 0.08% | +2,427+142.7% | Added |
| Everence Capital Management Inc | 4,050 | $441.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $442.5K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,063 | $442.8K | 0.03% | +4,063 | New |
| Old Mission Investment Co LLC | 4,069 | $443.4K | 0.13% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,078 | $444.4K | 0.01% | +72+1.8% | Added |
| Change Path, LLC | 4,091 | $445.8K | 0.01% | +739+22.0% | Added |
| Moneta Group Investment Advisors LLC | 4,093 | $446.0K | 0.01% | −34−0.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4,100 | $446.8K | 0.88% | +1,892+85.7% | Added |
| Stonebridge Capital Advisors LLC | 4,104 | $447.2K | 0.04% | +1,603+64.1% | Added |
| United Capital Financial Advisers, LLC | 4,127 | $449.8K | 0.00% | +440+11.9% | Added |
| Plancorp, LLC | 4,152 | $452.5K | 0.02% | +70+1.7% | Added |
| Old Second National Bank of Aurora | 4,171 | $454.6K | 0.11% | −444−9.6% | Reduced |
| Journey Strategic Wealth LLC | 4,174 | $454.9K | 0.02% | +111+2.7% | Added |
| Courier Capital LLC | 4,181 | $455.6K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 4,189 | $456.5K | 0.01% | −539−11.4% | Reduced |
| Arete Wealth Advisors, LLC | 4,198 | $457.0K | 0.03% | −63−1.5% | Reduced |
| Blue Barn Wealth, LLC | 4,195 | $457.2K | 0.24% | −9−0.2% | Reduced |
| West Family Investments, Inc. | 4,216 | $459.5K | 0.17% | +63+1.5% | Added |
| Crewe Advisors LLC | 4,264 | $464.7K | 0.07% | +29+0.7% | Added |
| Tarbox Family Office, Inc. | 4,266 | $464.9K | 0.08% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,292 | $467.8K | 0.11% | −126−2.9% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $467.9K | 0.26% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,320 | $470.8K | 0.06% | −294−6.4% | Reduced |
| Marshall Investment Management, LLC | 4,336 | $472.6K | 0.29% | −47−1.1% | Reduced |
| Mission Wealth Management, LP | 4,353 | $474.4K | 0.01% | +357+8.9% | Added |
| Reuter James Wealth Management, LLC | 4,361 | $475.3K | 0.08% | −54−1.2% | Reduced |
| Hartford Funds Management Co LLC | 4,390 | $478.4K | 0.04% | +922+26.6% | Added |
| Colonial Trust Advisors | 4,395 | $479.0K | 0.04% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,475 | $487.7K | 0.32% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,482 | $488.4K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,493 | $490.0K | 0.11% | −434−8.8% | Reduced |
| Lifeworks Advisors, LLC | 4,523 | $492.9K | 0.08% | +4,523 | New |
| Moody Lynn & Lieberson, LLC | 4,531 | $493.8K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,533 | $494.0K | 0.04% | +680+17.6% | Added |
| Financial Advisors Network, Inc. | 4,552 | $496.0K | 0.08% | +196+4.5% | Added |
| Bullock Wealth Management Group | 4,613 | $502.3K | 0.28% | +15+0.3% | Added |
| Chesley Taft & Associates LLC | 4,613 | $502.7K | 0.02% | −989−17.7% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $511.8K | 0.01% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,700 | $512.2K | 0.13% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,739 | $516.5K | 0.05% | −10−0.2% | Reduced |
| Haverford Trust Co | 4,783 | $521.3K | 0.01% | +41+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 4,788 | $521.8K | 0.03% | +257+5.7% | Added |
| Dynamic Advisor Solutions LLC | 4,790 | $522.0K | 0.02% | +4,790 | New |
| Ambassador Advisors, LLC | 4,794 | $522.5K | 0.09% | +136+2.9% | Added |
| Prospera Financial Services Inc | 4,804 | $523.7K | 0.01% | −3,576−42.7% | Reduced |
| Oarsman Capital, Inc. | 4,807 | $523.9K | 0.09% | −165−3.3% | Reduced |
| Mill Capital Management, LLC | 4,824 | $525.7K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,827 | $526.1K | 0.02% | +438+10.0% | Added |
| Advisors Capital Management, LLC | 4,852 | $528.9K | 0.01% | +177+3.8% | Added |
| Stephens Inc | 4,886 | $532.5K | 0.01% | +176+3.7% | Added |
| Partnership Wealth Management, LLC | 4,900 | $534.0K | 0.45% | 00.0% | Unchanged |
| Hudock, Inc. | 4,913 | $535.5K | 0.09% | +3+0.1% | Added |
| Brown Miller Wealth Management, LLC | 4,940 | $538.4K | 0.19% | +4,940 | New |
| Financial Advisory Partners, LLC | 4,964 | $541.0K | 0.18% | −380−7.1% | Reduced |
| Zhang Financial LLC | 4,967 | $541.3K | 0.03% | +6+0.1% | Added |
| Parallel Advisors, LLC | 5,008 | $545.8K | 0.01% | −202−3.9% | Reduced |
| Centennial Wealth Advisory LLC | 5,008 | $545.8K | 0.20% | +1,011+25.3% | Added |
| Prossimo Advisors, LLC | 5,014 | $546.0K | 0.41% | +588+13.3% | Added |
| Heartland Bank & Trust Co | 5,026 | $547.7K | 0.28% | +5,026 | New |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $548.5K | 0.08% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 5,058 | $551.2K | 0.04% | +5,058 | New |
| Brass Tax Wealth Management, Inc | 5,112 | $557.1K | 0.12% | +40+0.8% | Added |
| Warren Averett Asset Management, LLC | 5,155 | $561.8K | 0.01% | +324+6.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,175 | $563.0K | 0.00% | +51+1.0% | Added |
| Sym Financial Corp | 5,184 | $565.0K | 0.07% | +125+2.5% | Added |
| CAPROCK Group, Inc. | 5,200 | $566.8K | 0.02% | +2,556+96.7% | Added |
| Boston Family Office LLC | 5,213 | $568.0K | 0.04% | 00.0% | Unchanged |
| Aviva PLC | 5,213 | $568.1K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 5,245 | $571.6K | 0.02% | −279−5.1% | Reduced |
| Gsa Capital Partners LLP | 5,251 | $572.0K | 0.05% | −5,409−50.7% | Reduced |
| Focus Financial Network, Inc. | 5,250 | $572.1K | 0.02% | −70−1.3% | Reduced |
| Atomi Financial Group, Inc. | 5,281 | $575.5K | 0.03% | +304+6.1% | Added |