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 |
|---|---|---|---|---|---|
| WoodTrust Financial Corp | 5,289 | $576.0K | 0.08% | −100−1.9% | Reduced |
| Thrive Wealth Management, LLC | 5,286 | $576.0K | 0.11% | −122−2.3% | Reduced |
| Entropy Technologies, LP | 5,300 | $577.6K | 0.06% | +5,300 | New |
| Turning Point Benefit Group, Inc. | 5,620 | $580.0K | 0.54% | +3,025+116.6% | Added |
| Boothbay Fund Management, LLC | 5,332 | $581.1K | 0.02% | +5,332 | New |
| Peak Financial Advisors LLC | 5,339 | $581.8K | 0.30% | +100+1.9% | Added |
| Resources Management Corp | 5,409 | $589.0K | 0.08% | −460−7.8% | Reduced |
| Hutner Capital Management Inc | 5,427 | $591.4K | 0.25% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,433 | $592.1K | 0.01% | +8+0.1% | Added |
| HBK Sorce Advisory LLC | 5,483 | $597.6K | 0.02% | +28+0.5% | Added |
| Financial Advocates Investment Management | 5,540 | $603.8K | 0.04% | +75+1.4% | Added |
| Diversified Trust Co | 5,570 | $607.0K | 0.02% | +127+2.3% | Added |
| National Asset Management, Inc. | 5,604 | $610.8K | 0.02% | +682+13.9% | Added |
| Moors & Cabot, Inc. | 5,618 | $612.2K | 0.03% | +115+2.1% | Added |
| Verdence Capital Advisors LLC | 5,620 | $612.5K | 0.05% | +61+1.1% | Added |
| MUFG Securities Americas Inc. | 5,623 | $612.8K | 0.07% | +952+20.4% | Added |
| Rehmann Capital Advisory Group | 5,637 | $614.4K | 0.04% | +293+5.5% | Added |
| Chicago Capital, LLC | 5,638 | $614.4K | 0.02% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,648 | $615.5K | 0.11% | +89+1.6% | Added |
| Summit Trail Advisors, LLC | 5,661 | $616.9K | 0.02% | +1,015+21.8% | Added |
| MAI Capital Management | 5,693 | $620.4K | 0.00% | +140+2.5% | Added |
| MGB Wealth Management, LLC | 5,710 | $621.1K | 0.22% | −4−0.1% | Reduced |
| Ballentine Partners, LLC | 5,702 | $621.4K | 0.01% | −26−0.5% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,709 | $622.2K | 0.16% | +5,709 | New |
| Aurora Investment Counsel | 5,749 | $626.5K | 0.35% | −67−1.2% | Reduced |
| Kesler, Norman & Wride, LLC | 5,770 | $628.8K | 0.12% | −1,151−16.6% | Reduced |
| Central Trust Co | 5,779 | $629.8K | 0.02% | −215−3.6% | Reduced |
| Forum Financial Management, LP | 5,782 | $630.1K | 0.01% | −34−0.6% | Reduced |
| Clearstead Advisors, LLC | 5,783 | $630.2K | 0.01% | −74−1.3% | Reduced |
| Prudential PLC | 5,833 | $635.7K | 0.00% | +2,742+88.7% | Added |
| Private Trust Co NA | 5,848 | $637.3K | 0.07% | −104−1.7% | Reduced |
| Alaska Permanent Fund Corp | 5,825 | $638.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 5,896 | $642.5K | 0.21% | −100−1.7% | Reduced |
| North Star Asset Management Inc | 5,932 | $646.5K | 0.03% | +289+5.1% | Added |
| TBH Global Asset Management, LLC | 5,955 | $649.0K | 0.12% | −491−7.6% | Reduced |
| Bradley Foster & Sargent Inc | 6,047 | $659.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 6,072 | $661.7K | 0.10% | +179+3.0% | Added |
| Harvest Fund Management Co., Ltd | 6,088 | $663.0K | 0.03% | +6,088 | New |
| Csenge Advisory Group | 6,125 | $663.9K | 0.04% | +10.0% | Added |
| Richmond Investment Services, LLC | 6,107 | $665.5K | 0.36% | +5+0.1% | Added |
| Horizon Investments, LLC | 6,131 | $668.2K | 0.02% | +250+4.3% | Added |
| Gradient Investments LLC | 6,141 | $669.2K | 0.01% | +120+2.0% | Added |
| Ransom Advisory, Ltd | 6,250 | $681.1K | 0.34% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 6,251 | $681.2K | 0.07% | +856+15.9% | Added |
| Paradigm Financial Partners, LLC | 6,294 | $686.0K | 0.09% | +802+14.6% | Added |
| Congress Wealth Management LLC | 6,324 | $686.0K | 0.01% | −3,654−36.6% | Reduced |
| Quest Partners LLC | 6,295 | $686.0K | 0.07% | +1,363+27.6% | Added |
| Integrity Alliance, LLC. | 6,318 | $688.6K | 0.03% | +6,318 | New |
| Bridges Investment Management Inc | 6,365 | $693.7K | 0.01% | +40+0.6% | Added |
| MPS Loria Financial Planners, LLC | 6,386 | $695.9K | 0.21% | −163−2.5% | Reduced |
| Equitable Holdings, Inc. | 6,387 | $696.1K | 0.01% | −72−1.1% | Reduced |
| Avantax Planning Partners, Inc. | 6,423 | $700.0K | 0.02% | +58+0.9% | Added |
| Sequoia Financial Advisors, LLC | 6,425 | $700.2K | 0.01% | −616−8.7% | Reduced |
| Ti-Trust, Inc | 6,430 | $700.7K | 0.46% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 6,522 | $711.0K | 0.01% | −10.0% | Reduced |
| Blossom Wealth Management | 6,549 | $713.7K | 1.44% | −95−1.4% | Reduced |
| Paragon Private Wealth Management, LLC | 6,551 | $713.9K | 0.33% | −1,354−17.1% | Reduced |
| Neo Ivy Capital Management | 6,580 | $717.1K | 0.23% | +6,580 | New |
| Dakota Wealth Management | 6,617 | $721.1K | 0.02% | −150−2.2% | Reduced |
| My Legacy Advisors, LLC | 6,660 | $725.8K | 0.28% | +92+1.4% | Added |
| EP Wealth Advisors, LLC | 6,693 | $729.4K | 0.01% | +508+8.2% | Added |
| Raleigh Capital Management Inc. | 6,715 | $731.8K | 0.33% | +68+1.0% | Added |
| PAX Financial Group, LLC | 6,726 | $733.0K | 0.13% | +531+8.6% | Added |
| Aptus Capital Advisors, LLC | 6,759 | $736.6K | 0.01% | −903−11.8% | Reduced |
| Modern Wealth Management, LLC | 6,773 | $738.2K | 0.02% | +466+7.4% | Added |
| Elevated Capital Advisors, LLC | 6,800 | $741.0K | 0.21% | −280−4.0% | Reduced |
| Precedent Wealth Partners, LLC | 6,821 | $743.4K | 0.21% | +6,821 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,829 | $744.2K | 0.01% | +317+4.9% | Added |
| Buckley Wealth Management, LLC | 6,873 | $749.0K | 0.23% | +183+2.7% | Added |
| Prime Capital Investment Advisors, LLC | 6,922 | $754.4K | 0.01% | +1,406+25.5% | Added |
| Trust Co of Toledo NA | 7,014 | $764.4K | 0.10% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,023 | $765.4K | 0.28% | 00.0% | Unchanged |
| Claro Advisors LLC | 7,035 | $766.7K | 0.10% | −1,114−13.7% | Reduced |
| Drake & Associates, LLC | 7,072 | $770.7K | 0.22% | −1,384−16.4% | Reduced |
| Eastern Bank | 7,125 | $776.5K | 0.02% | −1,048−12.8% | Reduced |
| Integrated Advisors Network LLC | 7,135 | $777.6K | 0.04% | +188+2.7% | Added |
| Loudon Investment Management, LLC | 7,195 | $784.1K | 0.45% | +7,195 | New |
| Sheaff Brock Investment Advisors, LLC | 7,209 | $785.6K | 0.07% | +15+0.2% | Added |
| SPC Financial, Inc. | 7,242 | $789.2K | 0.07% | +663+10.1% | Added |
| Kovitz Investment Group Partners, LLC | 7,260 | $791.1K | 0.00% | +1,538+26.9% | Added |
| Investment House LLC | 7,300 | $795.6K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 7,336 | $799.5K | 0.00% | +1,742+31.1% | Added |
| Dynamic Technology Lab Private Ltd | 7,351 | $801.0K | 0.12% | −5,559−43.1% | Reduced |
| Marcum Wealth, LLC | 7,416 | $808.2K | 0.07% | +93+1.3% | Added |
| United Services Automobile Association | 7,528 | $809.6K | 0.02% | +7,528 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,528 | $820.4K | 0.11% | +238+3.3% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $823.2K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7,558 | $823.7K | 0.22% | −6−0.1% | Reduced |
| Beaton Management Co. Inc. | 7,584 | $827.0K | 0.43% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 7,602 | $828.5K | 0.02% | −337−4.2% | Reduced |
| Sierra Summit Advisors LLC | 7,672 | $836.1K | 0.18% | +270+3.6% | Added |
| Venturi Wealth Management, LLC | 7,696 | $838.7K | 0.04% | +21+0.3% | Added |
| Meeder Advisory Services, Inc. | 7,784 | $848.3K | 0.05% | +740+10.5% | Added |
| MSH Capital Advisors LLC | 7,786 | $848.5K | 0.26% | +794+11.4% | Added |
| Voya Financial Advisors, Inc. | 7,898 | $849.4K | 0.09% | +659+9.1% | Added |
| AlphaCore Capital LLC | 7,808 | $850.9K | 0.07% | +3,807+95.2% | Added |
| Triangle Securities Wealth Management | 7,822 | $852.5K | 0.22% | +459+6.2% | Added |
| North Star Investment Management Corp. | 7,856 | $856.2K | 0.06% | −34−0.4% | Reduced |
| Occudo Quantitative Strategies LP | 8,000 | $860.4K | 0.11% | +8,000 | New |
| Farther Finance Advisors, LLC | 7,925 | $862.9K | 0.02% | +1,257+18.9% | Added |