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 |
|---|---|---|---|---|---|
| Baader Bank INC | 2,541 | $271.4K | 0.03% | +243+10.6% | Added |
| Massmutual Trust Co FSB | 2,483 | $270.6K | 0.01% | +178+7.7% | Added |
| Duncker Streett & Co Inc | 2,482 | $270.5K | 0.05% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,480 | $270.3K | 0.04% | −7−0.3% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $269.9K | 0.08% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $268.6K | 0.02% | −800−24.5% | Reduced |
| Financial Counselors Inc | 2,464 | $268.5K | 0.00% | −261−9.6% | Reduced |
| Midwest Professional Planners, LTD. | 2,457 | $267.8K | 0.08% | 00.0% | Unchanged |
| Glenview Trust Co | 2,453 | $267.3K | 0.01% | −525−17.6% | Reduced |
| Fidelis Capital Partners, LLC | 2,478 | $267.0K | 0.03% | +10+0.4% | Added |
| Busey Wealth Management | 2,427 | $264.5K | 0.01% | +2,427 | New |
| Adviser Investments LLC | 2,412 | $262.9K | 0.00% | −254−9.5% | Reduced |
| Wedmont Private Capital | 2,452 | $262.2K | 0.01% | +2,452 | New |
| OneAscent Financial Services LLC | 2,390 | $260.0K | 0.02% | +170+7.7% | Added |
| Planning Center, Inc. | 2,382 | $259.6K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $259.4K | 0.00% | −2,700−53.1% | Reduced |
| Hilltop Partners LLC | 2,370 | $258.3K | 0.09% | −7−0.3% | Reduced |
| Stanley-Laman Group, Ltd. | 2,362 | $257.4K | 0.04% | +46+2.0% | Added |
| RDA Financial Network | 2,360 | $257.2K | 0.08% | +56+2.4% | Added |
| ICONIQ Capital, LLC | 2,339 | $254.9K | 0.00% | +2,339 | New |
| Centre Asset Management, LLC | 2,330 | $254.0K | 0.07% | +2,330 | New |
| Aaron Wealth Advisors | 2,323 | $253.2K | 0.03% | −408−14.9% | Reduced |
| Gateway Wealth Partners, LLC | 2,322 | $253.1K | 0.06% | +24+1.0% | Added |
| LCNB Corp | 2,318 | $252.6K | 0.09% | +47+2.1% | Added |
| Keystone Financial Group, Inc. | 2,300 | $252.5K | 0.18% | +6+0.3% | Added |
| Liberty Wealth Management LLC | 2,314 | $252.2K | 0.05% | −226−8.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,311 | $251.9K | 0.01% | −62−2.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $251.0K | 0.09% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,300 | $250.7K | 0.07% | −50−2.1% | Reduced |
| Roman Butler Fullerton & Co | 2,310 | $250.1K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,289 | $249.5K | 0.02% | +91+4.1% | Added |
| Wrapmanager Inc | 2,284 | $248.9K | 0.07% | −318−12.2% | Reduced |
| Fidelity D & D Bancorp Inc | 2,282 | $248.7K | 0.16% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,270 | $247.4K | 0.10% | +18+0.8% | Added |
| CFS Investment Advisory Services, LLC | 2,262 | $247.0K | 0.02% | +88+4.0% | Added |
| Tower Wealth Partners, Inc. | 2,258 | $246.1K | 0.13% | +119+5.6% | Added |
| Park Place Capital Corp | 2,254 | $245.6K | 0.07% | −43−1.9% | Reduced |
| Essex Savings Bank | 2,246 | $244.8K | 0.06% | −3−0.1% | Reduced |
| CFM Wealth Partners LLC | 2,245 | $244.7K | 0.04% | −45−2.0% | Reduced |
| Ieq Capital, LLC | 2,244 | $244.6K | 0.00% | −182−7.5% | Reduced |
| Lockerman Financial Group, Inc. | 2,234 | $243.5K | 0.37% | −6−0.3% | Reduced |
| Skba Capital Management LLC | 2,230 | $243.0K | 0.04% | +2,230 | New |
| Ariston Services Group | 2,223 | $242.3K | 0.20% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,205 | $240.3K | 0.05% | +3+0.1% | Added |
| Strategic Investment Advisors | 2,200 | $239.8K | 0.03% | −72−3.2% | Reduced |
| Capital Management Corp | 2,200 | $239.8K | 0.04% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,195 | $239.3K | 0.03% | −2,678−55.0% | Reduced |
| Cozad Asset Management Inc | 2,194 | $239.1K | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,193 | $239.0K | 0.06% | −1,203−35.4% | Reduced |
| Brighton Jones LLC | 2,190 | $238.6K | 0.01% | +2,190 | New |
| Exchange Capital Management, Inc. | 2,182 | $237.8K | 0.04% | 00.0% | Unchanged |
| Syon Capital LLC | 2,180 | $237.6K | 0.02% | +2,180 | New |
| Longboard Asset Management, LP | 2,177 | $237.2K | 0.70% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2,170 | $236.5K | 0.17% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 2,166 | $236.1K | 0.21% | +2,166 | New |
| Fiduciary Financial Group, LLC | 2,226 | $234.9K | 0.05% | −414−15.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,154 | $234.7K | 0.14% | +2,154 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,147 | $234.0K | 0.06% | −500−18.9% | Reduced |
| Howe & Rusling Inc | 2,123 | $231.4K | 0.02% | +2,123 | New |
| Evergreen Capital Management LLC | 2,121 | $231.1K | 0.01% | +2,121 | New |
| AMG National Trust Bank | 2,119 | $230.9K | 0.01% | +2,119 | New |
| Pacific Capital Wealth Advisors, Inc | 2,111 | $230.1K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,095 | $228.3K | 0.02% | +2,095 | New |
| Tyche Wealth Partners LLC | 2,079 | $226.6K | 0.05% | −7,438−78.2% | Reduced |
| Neville Rodie & Shaw Inc | 2,078 | $226.0K | 0.02% | +2,078 | New |
| Pine Valley Investments Ltd Liability Co | 2,069 | $225.5K | 0.01% | +2,069 | New |
| Essex Financial Services, Inc. | 2,067 | $225.2K | 0.02% | −78−3.6% | Reduced |
| Connecticut Wealth Management, LLC | 2,067 | $225.2K | 0.01% | +2,067 | New |
| Marshall Financial Group LLC | 2,066 | $225.2K | 0.05% | −132−6.0% | Reduced |
| Plotkin Financial Advisors, LLC | 2,042 | $222.5K | 0.14% | +2,042 | New |
| Prudent Investors Network | 2,040 | $222.3K | 0.06% | +2,040 | New |
| Strategic Financial Concepts, LLC | 2,039 | $222.2K | 0.04% | +2,039 | New |
| Bailard, Inc. | 2,037 | $222.0K | 0.01% | +2,037 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,026 | $220.8K | 0.01% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 2,015 | $219.6K | 0.00% | +2,015 | New |
| Bowman & Co S.C. | 2,005 | $218.6K | 0.11% | +2,005 | New |
| Chicago Partners Investment Group LLC | 1,990 | $218.1K | 0.01% | −1,457−42.3% | Reduced |
| Tompkins Financial Corp | 2,000 | $218.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,997 | $217.6K | 0.04% | +1,997 | New |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $217.2K | 0.07% | +1,993 | New |
| Ossiam | 1,988 | $216.7K | 0.00% | −1,022−34.0% | Reduced |
| High Falls Advisors, Inc | 1,988 | $216.6K | 0.05% | +1,988 | New |
| First County Bank | 1,986 | $216.4K | 0.12% | +1,986 | New |
| Enterprise Financial Services Corp | 1,985 | $216.4K | 0.13% | +1,985 | New |
| Spirepoint Private Client, LLC | 1,982 | $216.0K | 0.03% | +1,982 | New |
| Avidian Wealth Solutions, LLC | 1,980 | $215.8K | 0.01% | +1,980 | New |
| KilterHowling LLC | 1,984 | $214.2K | 0.14% | +16+0.8% | Added |
| Trust Point Inc. | 1,958 | $213.4K | 0.02% | +1,958 | New |
| First Bank & Trust | 1,955 | $213.1K | 0.04% | +1,955 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $212.7K | 0.02% | +1,952 | New |
| Fisher Asset Management, LLC | 1,950 | $212.6K | 0.00% | +1,950 | New |
| Addison Advisors LLC | 1,949 | $212.4K | 0.06% | 00.0% | Unchanged |
| Perpetual Ltd | 1,943 | $211.7K | 0.00% | +1,943 | New |
| Walter & Keenan Financial Consulting Co | 1,923 | $209.6K | 0.06% | +1,923 | New |
| Kera Capital Partners, Inc. | 1,910 | $208.2K | 0.06% | +1,910 | New |
| Boston Research & Management Inc | 1,902 | $207.3K | 0.05% | +1,902 | New |
| Defined Wealth Management, LLC | 1,902 | $207.3K | 0.14% | +1,902 | New |
| Smartleaf Asset Management LLC | 1,925 | $207.1K | 0.02% | −95−4.7% | Reduced |
| Bill Few Associates, Inc. | 1,900 | $207.1K | 0.07% | +1,900 | New |
| Equitable Trust Co | 1,887 | $205.6K | 0.01% | +1,887 | New |