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 |
|---|---|---|---|---|---|
| Aristotle Atlantic Partners, LLC | 7,941 | $865.4K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,403 | $867.3K | 0.02% | +233+2.9% | Added |
| PFG Investments, LLC | 8,063 | $878.7K | 0.06% | −13−0.2% | Reduced |
| FineMark National Bank & Trust | 8,117 | $884.6K | 0.03% | +38+0.5% | Added |
| BKD Wealth Advisors, LLC | 8,157 | $888.9K | 0.02% | −55−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,184 | $891.9K | 0.07% | +296+3.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,186 | $892.1K | 0.05% | +83+1.0% | Added |
| Searle & Co. | 8,200 | $893.6K | 0.25% | 00.0% | Unchanged |
| Greenleaf Trust | 8,209 | $894.6K | 0.01% | +64+0.8% | Added |
| RSM US Wealth Management LLC | 8,354 | $910.4K | 0.01% | −302−3.5% | Reduced |
| Axxcess Wealth Management, LLC | 8,356 | $910.6K | 0.02% | +2,121+34.0% | Added |
| Brown Capital Management LLC | 8,382 | $913.5K | 0.03% | −1,544−15.6% | Reduced |
| Vantage Financial Partners, LLC | 8,393 | $914.7K | 0.23% | +48+0.6% | Added |
| Montag A & Associates Inc | 8,414 | $917.0K | 0.05% | 00.0% | Unchanged |
| Intrua Financial, LLC | 8,417 | $917.3K | 0.14% | −32−0.4% | Reduced |
| PGGM Investments | 8,421 | $918.0K | 0.01% | +8,421 | New |
| Penserra Capital Management LLC | 8,479 | $923.0K | 0.02% | +7,650+922.8% | Added |
| Exchange Traded Concepts, LLC | 8,506 | $927.0K | 0.02% | −468−5.2% | Reduced |
| Wesbanco Bank Inc | 8,557 | $932.5K | 0.03% | −22−0.3% | Reduced |
| WNY Asset Management, LLC | 8,631 | $940.7K | 0.11% | +40.0% | Added |
| Chelsea Counsel Co | 8,672 | $945.1K | 0.51% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 8,757 | $950.4K | 0.39% | −106−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 8,724 | $950.8K | 0.01% | +134+1.6% | Added |
| Ci Investments Inc. | 8,783 | $957.0K | 0.00% | +6,674+316.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,783 | $957.2K | 0.00% | −21,848−71.3% | Reduced |
| Walleye Capital LLC | 8,820 | $961.2K | 0.01% | +5,246+146.8% | Added |
| McDonald Partners LLC | 8,797 | $964.0K | 0.25% | +140+1.6% | Added |
| Arkadios Wealth Advisors | 8,891 | $969.0K | 0.04% | +8,891 | New |
| Private Harbour Investment Management & Counsel, LLC | 8,913 | $971.3K | 1.08% | −467−5.0% | Reduced |
| HB Wealth Management, LLC | 8,968 | $977.3K | 0.01% | +1,456+19.4% | Added |
| Shell Asset Management Co | 9,182 | $1.00M | 0.05% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 9,197 | $1.00M | 0.07% | +9,197 | New |
| Romano Brothers and Company | 9,266 | $1.01M | 0.13% | −369−3.8% | Reduced |
| Legato Capital Management LLC | 9,268 | $1.01M | 0.14% | +9,268 | New |
| Bank & Trust Co | 9,274 | $1.01M | 0.82% | −76−0.8% | Reduced |
| Birch Financial Group, LLC | 9,317 | $1.02M | 0.90% | +77+0.8% | Added |
| Trexquant Investment LP | 9,318 | $1.02M | 0.01% | +9,318 | New |
| Hendershot Investments Inc. | 9,369 | $1.02M | 0.14% | +151+1.6% | Added |
| Intact Investment Management Inc. | 9,400 | $1.02M | 0.04% | −1,500−13.8% | Reduced |
| Atria Wealth Solutions, Inc. | 9,412 | $1.03M | 0.01% | −10,982−53.8% | Reduced |
| Fiduciary Alliance LLC | 9,422 | $1.03M | 0.10% | +9,422 | New |
| Valmark Advisers, Inc. | 9,426 | $1.03M | 0.02% | +211+2.3% | Added |
| Brevan Howard Capital Management LP | 9,453 | $1.03M | 0.03% | −1,630−14.7% | Reduced |
| American State Bank (Iowa) | 9,584 | $1.04M | 0.63% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,624 | $1.05M | 0.02% | +558+6.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,629 | $1.05M | 0.01% | −17,351−64.3% | Reduced |
| IHT Wealth Management, LLC | 9,687 | $1.05M | 0.03% | +85+0.9% | Added |
| Oppenheimer & Co Inc | 9,721 | $1.06M | 0.02% | −13,543−58.2% | Reduced |
| Wealth Architects, LLC | 9,736 | $1.06M | 0.12% | +4,988+105.1% | Added |
| Snowden Capital Advisors LLC | 9,786 | $1.07M | 0.03% | +1,711+21.2% | Added |
| Tokio Marine Asset Management Co Ltd | 9,818 | $1.07M | 0.04% | +1,673+20.5% | Added |
| Norden Group LLC | 9,909 | $1.08M | 0.12% | +1,913+23.9% | Added |
| Summit Financial, LLC | 9,921 | $1.08M | 0.03% | +10+0.1% | Added |
| Security National Bank | 9,931 | $1.08M | 0.20% | −81−0.8% | Reduced |
| Ostrum Asset Management | 9,977 | $1.09M | 0.06% | +9,257+1,285.7% | Added |
| Citizens Financial Group Inc | 9,984 | $1.09M | 0.02% | +1,600+19.1% | Added |
| Opus Investment Management Inc | 10,000 | $1.09M | 0.78% | −40,000−80.0% | Reduced |
| Nebula Research & Development LLC | 10,102 | $1.10M | 0.10% | +442+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,103 | $1.10M | 0.02% | +58+0.6% | Added |
| Johnson Investment Counsel Inc | 10,157 | $1.11M | 0.01% | +359+3.7% | Added |
| Wealthspire Advisors, LLC | 10,268 | $1.12M | 0.01% | +741+7.8% | Added |
| Westpac Banking Corp | 10,342 | $1.13M | 0.08% | −3,497−25.3% | Reduced |
| Toroso Investments, LLC | 10,431 | $1.14M | 0.01% | +5,391+107.0% | Added |
| Rowland & Co Investment Counsel | 10,591 | $1.15M | 0.24% | −400−3.6% | Reduced |
| Venture Visionary Partners LLC | 10,845 | $1.18M | 0.05% | −99−0.9% | Reduced |
| Trueblood Wealth Management, LLC | 10,871 | $1.18M | 0.55% | −43−0.4% | Reduced |
| Icon Wealth Advisors, LLC | 10,964 | $1.19M | 0.10% | +135+1.2% | Added |
| Pollock Investment Advisors, LLC | 10,999 | $1.20M | 0.97% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 11,039 | $1.20M | 0.04% | +239+2.2% | Added |
| Empirical Finance, LLC | 11,043 | $1.20M | 0.07% | +297+2.8% | Added |
| Fiduciary Trust Co | 11,117 | $1.21M | 0.02% | +1,165+11.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 11,219 | $1.22M | 0.20% | +35+0.3% | Added |
| Aigen Investment Management, LP | 11,227 | $1.22M | 0.20% | +11,227 | New |
| Squarepoint Ops LLC | 11,247 | $1.23M | 0.00% | −101,860−90.1% | Reduced |
| Portside Wealth Group, LLC | 11,305 | $1.23M | 0.20% | +514+4.8% | Added |
| HM Payson & Co | 11,398 | $1.24M | 0.02% | +985+9.5% | Added |
| PFW Advisors LLC | 11,409 | $1.24M | 0.39% | +20.0% | Added |
| Twin City Private Wealth, LLC | 11,485 | $1.25M | 1.10% | −226−1.9% | Reduced |
| Fulton Bank, N.A. | 11,516 | $1.26M | 0.05% | −20−0.2% | Reduced |
| Blackhawk Capital Partners LLC. | 11,595 | $1.26M | 0.65% | −5,992−34.1% | Reduced |
| Hummer Financial Advisory Services Inc | 11,622 | $1.27M | 1.03% | +521+4.7% | Added |
| Harbour Investment Management LLC | 11,670 | $1.27M | 0.58% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,700 | $1.28M | 0.01% | +11,700 | New |
| Enhancing Capital LLC | 11,706 | $1.28M | 1.02% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 11,736 | $1.28M | 0.76% | 00.0% | Unchanged |
| Welch & Forbes LLC | 11,748 | $1.28M | 0.02% | +30+0.3% | Added |
| Stablepoint Partners, LLC | 11,884 | $1.30M | 0.23% | +5,121+75.7% | Added |
| Legacy Private Trust Co. | 11,963 | $1.30M | 0.09% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 11,982 | $1.31M | 0.46% | −427−3.4% | Reduced |
| Geneos Wealth Management Inc. | 11,996 | $1.31M | 0.04% | −58−0.5% | Reduced |
| NorthRock Partners, LLC | 12,030 | $1.31M | 0.04% | +893+8.0% | Added |
| Aviso Financial Inc. | 12,041 | $1.31M | 0.06% | +952+8.6% | Added |
| Sigma Planning Corp | 12,052 | $1.31M | 0.04% | +501+4.3% | Added |
| Hantz Financial Services, Inc. | 12,234 | $1.33M | 0.02% | −13−0.1% | Reduced |
| Cornerstone Advisors, LLC | 12,300 | $1.34M | 0.06% | −6,600−34.9% | Reduced |
| Bryn Mawr Trust Co | 12,375 | $1.35M | 0.03% | −119−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 12,450 | $1.36M | 0.03% | +261+2.1% | Added |
| Marks Group Wealth Management, Inc | 12,467 | $1.36M | 0.13% | −12−0.1% | Reduced |
| Profund Advisors LLC | 12,512 | $1.36M | 0.06% | −4,575−26.8% | Reduced |
| Qtron Investments LLC | 12,555 | $1.37M | 0.20% | +2,096+20.0% | Added |