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 |
|---|---|---|---|---|---|
| Conning Inc. | 12,637 | $1.38M | 0.05% | +121+1.0% | Added |
| Landaas & Co | 12,806 | $1.40M | 0.39% | +10.0% | Added |
| Heritage Family Offices, LLP | 12,957 | $1.41M | 0.72% | +12,957 | New |
| Stock Yards Bank & Trust Co | 13,029 | $1.42M | 0.05% | +240+1.9% | Added |
| Schmidt P J Investment Management Inc | 13,182 | $1.44M | 0.26% | −48−0.4% | Reduced |
| QRG Capital Management, Inc. | 13,254 | $1.44M | 0.01% | −718−5.1% | Reduced |
| Tounjian Advisory Partners, LLC | 13,300 | $1.45M | 0.27% | +13,300 | New |
| IFP Advisors, Inc | 13,408 | $1.46M | 0.05% | +430+3.3% | Added |
| ICW Investment Advisors LLC | 13,493 | $1.47M | 0.60% | +16+0.1% | Added |
| iA Global Asset Management Inc. | 13,550 | $1.48M | 0.03% | +1,655+13.9% | Added |
| Burling Wealth Partners, LLC | 13,561 | $1.48M | 0.31% | −3,295−19.5% | Reduced |
| South Dakota Investment Council | 13,566 | $1.48M | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,565 | $1.48M | 0.02% | +135+1.0% | Added |
| Tiaa Trust, National Association | 13,578 | $1.48M | 0.00% | +2,391+21.4% | Added |
| Vestmark Advisory Solutions, Inc. | 13,646 | $1.49M | 0.04% | +7,082+107.9% | Added |
| Resolution Capital Ltd | 13,647 | $1.49M | 0.03% | +13,647 | New |
| Jump Financial, LLC | 13,816 | $1.51M | 0.02% | +1,364+11.0% | Added |
| Marietta Investment Partners LLC | 13,836 | $1.51M | 0.36% | +40+0.3% | Added |
| Price Capital Management, Inc. | 13,840 | $1.51M | 3.80% | +13,840 | New |
| Morningstar Investment Services LLC | 14,011 | $1.53M | 0.28% | −17,884−56.1% | Reduced |
| Jones Financial Companies LLLP | 14,413 | $1.55M | 0.00% | +3,541+32.6% | Added |
| Nations Financial Group Inc, | 14,244 | $1.55M | 0.12% | −3,052−17.6% | Reduced |
| Wealth Alliance | 14,407 | $1.57M | 0.19% | +317+2.2% | Added |
| Agf Management Ltd | 14,461 | $1.58M | 0.01% | −30.0% | Reduced |
| Miller Howard Investments Inc | 14,516 | $1.58M | 0.05% | +1,176+8.8% | Added |
| Siemens Fonds Invest GmbH | 14,570 | $1.59M | 0.11% | +14,570 | New |
| Nordea Investment Management AB | 14,701 | $1.60M | 0.00% | +94+0.6% | Added |
| New Mexico Educational Retirement Board | 14,753 | $1.61M | 0.06% | −300−2.0% | Reduced |
| Maryland State Retirement & Pension System | 14,784 | $1.61M | 0.04% | −2,104−12.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,825 | $1.62M | 0.07% | +178+1.2% | Added |
| Great Valley Advisor Group, Inc. | 15,124 | $1.65M | 0.04% | −32,393−68.2% | Reduced |
| Twin Capital Management Inc | 15,138 | $1.65M | 0.19% | −313−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 15,315 | $1.67M | 0.02% | +2,102+15.9% | Added |
| Univest Financial Corp | 15,382 | $1.68M | 0.11% | −4,702−23.4% | Reduced |
| Two Sigma Investments, LP | 15,400 | $1.68M | 0.00% | −369,019−96.0% | Reduced |
| We Are One Seven, LLC | 15,639 | $1.70M | 0.07% | +74+0.5% | Added |
| Integrated Wealth Concepts LLC | 15,644 | $1.70M | 0.02% | −1,381−8.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.71M | 0.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 15,709 | $1.71M | 0.01% | +1,669+11.9% | Added |
| Wedbush Securities Inc | 15,829 | $1.73M | 0.06% | −476−2.9% | Reduced |
| Fox Hill Wealth Management | 15,928 | $1.74M | 1.02% | −157−1.0% | Reduced |
| Hilltop Holdings Inc. | 15,931 | $1.74M | 0.11% | +1,151+7.8% | Added |
| Matrix Trust Co | 16,352 | $1.78M | 0.30% | 00.0% | Unchanged |
| Ethic Inc. | 16,579 | $1.81M | 0.04% | +1,132+7.3% | Added |
| Empowered Funds, LLC | 16,698 | $1.82M | 0.03% | +2,417+16.9% | Added |
| Royal London Asset Management Ltd | 16,716 | $1.82M | 0.00% | +16,716 | New |
| LVW Advisors, LLC | 16,744 | $1.82M | 0.22% | −163−1.0% | Reduced |
| Securian Asset Management, Inc | 16,765 | $1.83M | 0.06% | −236−1.4% | Reduced |
| GAMMA Investing LLC | 16,829 | $1.83M | 0.14% | +2,587+18.2% | Added |
| Cresset Asset Management, LLC | 17,029 | $1.86M | 0.01% | −739−4.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,043 | $1.86M | 0.37% | −284−1.6% | Reduced |
| Dana Investment Advisors, Inc. | 17,056 | $1.86M | 0.07% | −176−1.0% | Reduced |
| Crossmark Global Holdings, Inc. | 17,079 | $1.86M | 0.03% | +27+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 17,099 | $1.86M | 0.01% | −27,931−62.0% | Reduced |
| Louisiana State Employees Retirement System | 17,100 | $1.86M | 0.04% | +100+0.6% | Added |
| Sabal Trust CO | 17,320 | $1.89M | 0.10% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 17,344 | $1.89M | 1.24% | +117+0.7% | Added |
| USS Investment Management Ltd | 17,378 | $1.89M | 0.01% | −33,800−66.0% | Reduced |
| Nomura Holdings Inc | 17,384 | $1.89M | 0.01% | +6,958+66.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,434 | $1.90M | 0.06% | −4,500−20.5% | Reduced |
| Spirit of America Management Corp | 17,450 | $1.90M | 0.39% | +250+1.5% | Added |
| Gries Financial LLC | 17,472 | $1.90M | 0.37% | −2,119−10.8% | Reduced |
| GTS Securities LLC | 17,566 | $1.91M | 0.08% | +12,510+247.4% | Added |
| Caldwell Trust Co | 17,685 | $1.93M | 0.21% | −212−1.2% | Reduced |
| Ascent Group, LLC | 17,698 | $1.93M | 0.08% | +1,885+11.9% | Added |
| Norinchukin Bank, The | 17,733 | $1.93M | 0.04% | +2,512+16.5% | Added |
| Illinois Municipal Retirement Fund | 18,125 | $1.98M | 0.03% | +8,762+93.6% | Added |
| Sterling Capital Management LLC | 18,168 | $1.98M | 0.03% | −1,251−6.4% | Reduced |
| Pathway Financial Advisers, LLC | 18,229 | $1.99M | 0.68% | +557+3.2% | Added |
| M&T Bank Corp | 18,240 | $1.99M | 0.01% | −4,261−18.9% | Reduced |
| Gulf International Bank (UK) Ltd | 18,310 | $2.00M | 0.07% | −6,390−25.9% | Reduced |
| Apollon Financial, LLC | 18,569 | $2.02M | 0.48% | −194−1.0% | Reduced |
| Thrivent Financial for Lutherans | 19,284 | $2.03M | 0.00% | −4,875−20.2% | Reduced |
| Ameritas Advisory Services, LLC | 21,720 | $2.04M | 0.08% | −4,791−18.1% | Reduced |
| Ellenbecker Investment Group | 18,787 | $2.05M | 0.37% | +76+0.4% | Added |
| BKM Wealth Management, LLC | 18,875 | $2.06M | 0.85% | −305−1.6% | Reduced |
| Atlantic Trust, LLC | 18,993 | $2.07M | 0.46% | +412+2.2% | Added |
| Ameritas Investment Partners, Inc. | 19,266 | $2.10M | 0.07% | −1,019−5.0% | Reduced |
| Hartford Investment Management Co | 19,370 | $2.11M | 0.07% | −199−1.0% | Reduced |
| Nicolet Bankshares Inc | 19,386 | $2.11M | 0.42% | +385+2.0% | Added |
| Jefferies Financial Group Inc. | 19,391 | $2.11M | 0.04% | +19,391 | New |
| Elo Mutual Pension Insurance Co | 19,402 | $2.11M | 0.05% | −13,030−40.2% | Reduced |
| Merit Financial Group, LLC | 19,540 | $2.13M | 0.03% | +3,549+22.2% | Added |
| CWM, LLC | 19,554 | $2.13M | 0.01% | +122+0.6% | Added |
| Allstate Corp | 19,722 | $2.15M | 0.06% | +10,108+105.1% | Added |
| F/M Investments LLC | 19,790 | $2.16M | 0.09% | +16,329+471.8% | Added |
| Cubist Systematic Strategies, LLC | 19,792 | $2.16M | 0.03% | +19,792 | New |
| Stonebridge Financial Group, LLC | 19,840 | $2.16M | 0.23% | +631+3.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 19,901 | $2.17M | 0.03% | +19,901 | New |
| KCM Investment Advisors LLC | 19,999 | $2.18M | 0.08% | −319−1.6% | Reduced |
| Red Cedar Investment Management, LLC | 20,045 | $2.18M | 0.30% | +1,052+5.5% | Added |
| NEOS Investment Management LLC | 20,051 | $2.19M | 0.04% | +3,759+23.1% | Added |
| Principal Securities, Inc. | 23,622 | $2.22M | 0.05% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 20,646 | $2.25M | 0.32% | −5,227−20.2% | Reduced |
| Colonial Trust Co | 20,762 | $2.26M | 0.35% | −13−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 20,768 | $2.26M | 0.06% | −2,322−10.1% | Reduced |
| Sone Capital Management, LLC | 20,923 | $2.28M | 0.23% | +20,923 | New |
| Kentucky Retirement Systems | 21,593 | $2.35M | 0.07% | −128−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 21,615 | $2.36M | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 21,716 | $2.37M | 0.04% | +84+0.4% | Added |