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 |
|---|---|---|---|---|---|
| Community Bank & Trust, Waco, Texas | 1,868 | $204.0K | 0.05% | +1,868 | New |
| Baker Tilly Wealth Management, LLC | 1,860 | $202.7K | 0.08% | +1,860 | New |
| First Fiduciary Investment Counsel, Inc. | 1,850 | $202.0K | 0.04% | +1,850 | New |
| Synovus Financial Corp | 1,851 | $201.7K | 0.00% | +1,851 | New |
| Clark Asset Management, LLC | 1,847 | $201.3K | 0.03% | +1,847 | New |
| Finward Bancorp | 1,843 | $200.9K | 0.17% | +1,843 | New |
| CM Wealth Advisors LLC | 1,840 | $200.5K | 0.06% | +1,840 | New |
| Richardson Financial Services Inc. | 1,823 | $198.7K | 0.15% | +150+9.0% | Added |
| First Command Advisory Services, Inc. | 1,794 | $195.5K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,768 | $193.0K | 0.01% | +1,768 | New |
| EverSource Wealth Advisors, LLC | 1,737 | $189.3K | 0.01% | +670+62.8% | Added |
| Ridgewood Investments LLC | 1,727 | $188.2K | 0.09% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,720 | $187.5K | 0.11% | +74+4.5% | Added |
| Group One Trading, L.P. | 1,682 | $183.3K | 0.01% | +1,682 | New |
| Cary Street Partners Financial LLC | 1,670 | $182.0K | 0.01% | −138−7.6% | Reduced |
| State of Wyoming | 1,667 | $181.7K | 0.02% | +220+15.2% | Added |
| Mather Group, LLC. | 1,663 | $181.2K | 0.00% | +594+55.6% | Added |
| Cape Investment Advisory, Inc. | 1,622 | $176.8K | 0.07% | −85−5.0% | Reduced |
| Virtus Investment Advisers, Inc. | 1,586 | $172.8K | 0.05% | +1,586 | New |
| Hexagon Capital Partners LLC | 1,528 | $166.5K | 0.03% | +40+2.7% | Added |
| Centaurus Financial, Inc. | 1,434 | $156.0K | 0.01% | +12+0.8% | Added |
| Sunbelt Securities, Inc. | 1,390 | $151.5K | 0.01% | +1,339+2,625.5% | Added |
| Acadian Asset Management LLC | 1,380 | $150.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $145.8K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,325 | $144.4K | 0.02% | −123−8.5% | Reduced |
| JNBA Financial Advisors | 1,313 | $143.1K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,256 | $136.9K | 0.01% | −1−0.1% | Reduced |
| First Horizon Advisors, Inc. | 1,253 | $136.6K | 0.00% | −1−0.1% | Reduced |
| Operose Advisors LLC | 1,241 | $135.2K | 0.04% | −66−5.0% | Reduced |
| Quent Capital, LLC | 1,235 | $134.6K | 0.01% | −27−2.1% | Reduced |
| Raiffeisen Bank International AG | 1,211 | $130.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,194 | $130.1K | 0.01% | −112−8.6% | Reduced |
| Rossby Financial, LCC | 1,194 | $128.6K | 0.06% | +1,194 | New |
| Financial Network Wealth Advisors LLC | 1,155 | $125.9K | 0.17% | +526+83.6% | Added |
| Beacon Capital Management, LLC | 1,136 | $123.8K | 0.02% | +83+7.9% | Added |
| Evermay Wealth Management LLC | 1,128 | $122.9K | 0.02% | +1,128 | New |
| St Germain D J Co Inc | 1,060 | $115.5K | 0.01% | −540−33.8% | Reduced |
| Intelligent Financial Strategies | 1,059 | $115.4K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,054 | $114.9K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,188 | $111.7K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,018 | $110.9K | 0.00% | −231−18.5% | Reduced |
| NBT Bank N A | 994 | $108.3K | 0.01% | +904+1,004.4% | Added |
| Pinnacle Bancorp, Inc. | 982 | $107.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 973 | $106.0K | 0.02% | +361+59.0% | Added |
| TSFG, LLC | 974 | $106.0K | 0.02% | −1,725−63.9% | Reduced |
| Wayfinding Financial, LLC | 953 | $103.0K | 0.05% | +953 | New |
| First Pacific Financial | 943 | $102.8K | 0.02% | +41+4.5% | Added |
| Trust Co of Vermont | 937 | $102.1K | 0.01% | −35−3.6% | Reduced |
| GeoWealth Management, LLC | 934 | $101.8K | 0.00% | +256+37.8% | Added |
| TruNorth Capital Management, LLC | 932 | $101.6K | 0.03% | +242+35.1% | Added |
| Sandy Spring Bank | 915 | $99.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 913 | $99.0K | 0.01% | −3−0.3% | Reduced |
| Cromwell Holdings LLC | 907 | $98.8K | 0.06% | +349+62.5% | Added |
| Ameriflex Group, Inc. | 903 | $98.4K | 0.04% | +61+7.2% | Added |
| FSA Wealth Management LLC | 900 | $98.1K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 896 | $97.6K | 0.01% | +890+14,833.3% | Added |
| TD Waterhouse Canada Inc. | 892 | $97.1K | 0.00% | −167−15.8% | Reduced |
| Larson Financial Group LLC | 882 | $96.1K | 0.00% | +607+220.7% | Added |
| Clean Yield Group | 867 | $94.5K | 0.03% | +97+12.6% | Added |
| Boit C F David | 867 | $94.5K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 909 | $94.0K | 0.06% | −272−23.0% | Reduced |
| Independence Bank of Kentucky | 856 | $93.3K | 0.01% | −350−29.0% | Reduced |
| Strategic Investment Solutions, Inc. | 850 | $92.7K | 0.03% | +5+0.6% | Added |
| Oakworth Capital, Inc. | 809 | $88.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 804 | $87.6K | 0.01% | −115−12.5% | Reduced |
| Arcadia Investment Management Corp | 800 | $87.2K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 781 | $85.1K | 0.00% | +191+32.4% | Added |
| Concord Wealth Partners | 777 | $84.7K | 0.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 760 | $82.8K | 0.00% | +760 | New |
| Versant Capital Management, Inc | 754 | $82.2K | 0.01% | +592+365.4% | Added |
| Manchester Capital Management LLC | 744 | $81.1K | 0.01% | +93+14.3% | Added |
| NBC Securities, Inc. | 749 | $81.0K | 0.01% | +749 | New |
| Friedenthal Financial | 740 | $80.6K | 0.05% | +740 | New |
| Mark Sheptoff Financial Planning, LLC | 740 | $80.6K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 714 | $77.8K | 0.00% | +30+4.4% | Added |
| Strengthening Families & Communities, LLC | 685 | $74.7K | 0.05% | +5+0.7% | Added |
| Robbins Farley LLC | 684 | $74.5K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 666 | $72.6K | 0.01% | −100−13.1% | Reduced |
| GW&K Investment Management, LLC | 625 | $68.0K | 0.00% | +5+0.8% | Added |
| Bank of Jackson Hole Trust | 632 | $67.4K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $66.7K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 600 | $65.4K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $65.4K | 0.03% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 596 | $65.0K | 0.00% | −642−51.9% | Reduced |
| Parkside Financial Bank & Trust | 591 | $64.4K | 0.01% | +1+0.2% | Added |
| Trust Co | 588 | $64.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $64.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $63.2K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 566 | $61.7K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 548 | $59.7K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 547 | $59.6K | 0.00% | −30,678−98.2% | Reduced |
| Stephens Consulting, LLC | 544 | $59.3K | 0.01% | +316+138.6% | Added |
| Barrett & Company, Inc. | 540 | $58.8K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 529 | $57.6K | 0.05% | −15−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 527 | $57.4K | 0.00% | −561−51.6% | Reduced |
| Walleye Trading LLC | 527 | $57.4K | 0.00% | +527 | New |
| Perritt Capital Management Inc | 524 | $57.1K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 518 | $56.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 505 | $55.0K | 0.01% | +505 | New |
| Deseret Mutual Benefit Administrators | 488 | $53.2K | 0.03% | 00.0% | Unchanged |