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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 483 | $52.6K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $52.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 475 | $51.7K | 0.00% | +45+10.5% | Added |
| Piscataqua Savings Bank | 459 | $50.0K | 0.04% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 450 | $49.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $48.0K | 0.02% | +200+83.3% | Added |
| Binnacle Investments Inc | 432 | $47.1K | 0.03% | +432 | New |
| Essex Investment Management Co LLC | 430 | $46.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 418 | $45.6K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 403 | $43.9K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $43.6K | 0.02% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 398 | $43.4K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 378 | $41.2K | 0.01% | +363+2,420.0% | Added |
| Vestor Capital, LLC | 372 | $41.0K | 0.00% | +372 | New |
| Olistico Wealth, LLC | 372 | $40.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 359 | $39.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 354 | $38.6K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $37.4K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 341 | $37.2K | 0.00% | +55+19.2% | Added |
| Sound Income Strategies, LLC | 341 | $37.2K | 0.00% | +85+33.2% | Added |
| CVA Family Office, LLC | 335 | $36.5K | 0.01% | +38+12.8% | Added |
| Center for Financial Planning, Inc. | 333 | $36.3K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 332 | $36.2K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $36.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 326 | $35.5K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 319 | $34.8K | 0.03% | −59−15.6% | Reduced |
| Kestra Investment Management, LLC | 315 | $34.3K | 0.00% | −337−51.7% | Reduced |
| Coastline Trust Co | 305 | $33.2K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 290 | $31.6K | 0.01% | +290 | New |
| Silvant Capital Management LLC | 290 | $31.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 284 | $31.0K | 0.02% | +2+0.7% | Added |
| Pinnacle Financial Partners Inc | 328 | $30.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 261 | $28.4K | 0.01% | +1+0.4% | Added |
| Prudent Man Investment Management, Inc. | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 257 | $28.0K | 0.01% | +257 | New |
| Plante Moran Financial Advisors, LLC | 256 | $27.9K | 0.00% | −4−1.5% | Reduced |
| Rosenberg Matthew Hamilton | 252 | $27.5K | 0.01% | +22+9.6% | Added |
| Covestor Ltd | 240 | $26.0K | 0.02% | +42+21.2% | Added |
| Nova Wealth Management, Inc. | 234 | $25.5K | 0.02% | +234 | New |
| Truvestments Capital LLC | 233 | $25.4K | 0.01% | +233 | New |
| Boyd Watterson Asset Management LLC | 228 | $24.8K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 225 | $24.5K | 0.01% | −58−20.5% | Reduced |
| Alpine Bank Wealth Management | 214 | $23.3K | 0.00% | +214 | New |
| HHM Wealth Advisors, LLC | 211 | $23.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 210 | $22.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $21.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 198 | $21.6K | 0.01% | +166+518.8% | Added |
| Wolff Wiese Magana LLC | 193 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 200 | $21.0K | 0.00% | +26+14.9% | Added |
| MV Capital Management, Inc. | 192 | $20.9K | 0.00% | −1−0.5% | Reduced |
| NewSquare Capital LLC | 190 | $20.7K | 0.00% | +172+955.6% | Added |
| Cornerstone Planning Group LLC | 189 | $20.6K | 0.00% | +58+44.3% | Added |
| Newbridge Financial Services Group, Inc. | 180 | $19.6K | 0.00% | +1+0.6% | Added |
| Hazlett, Burt & Watson, Inc. | 181 | $19.0K | 0.01% | −199−52.4% | Reduced |
| First Community Trust NA | 166 | $18.1K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 164 | $17.9K | 0.00% | +58+54.7% | Added |
| Global X Japan Co., Ltd. | 159 | $17.3K | 0.00% | +15+10.4% | Added |
| Chilton Capital Management LLC | 158 | $17.2K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 154 | $16.8K | 0.01% | +154 | New |
| Rise Advisors, LLC | 148 | $16.1K | 0.01% | +148 | New |
| South State Corp. | 138 | $15.0K | 0.00% | +70+102.9% | Added |
| Christopher J. Hasenberg, Inc | 137 | $14.9K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 136 | $14.8K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 136 | $14.8K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 131 | $14.3K | 0.01% | +111+555.0% | Added |
| Rogco, LP | 126 | $13.7K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 124 | $13.5K | 0.07% | +124 | New |
| CGC Financial Services, LLC | 120 | $13.1K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 116 | $12.6K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 114 | $12.4K | 0.00% | +9+8.6% | Added |
| Fortitude Family Office, LLC | 113 | $12.3K | 0.00% | −97−46.2% | Reduced |
| Washington Trust Co | 112 | $12.2K | 0.00% | −1,525−93.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 112 | $12.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $12.1K | 0.02% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 106 | $12.0K | 0.00% | +106 | New |
| Sittner & Nelson, LLC | 107 | $11.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 105 | $11.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 102 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $10.9K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 99 | $10.8K | 0.01% | −25−20.2% | Reduced |
| JFS Wealth Advisors, LLC | 97 | $10.6K | 0.00% | +4+4.3% | Added |
| Atala Financial Inc | 93 | $10.1K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 91 | $9.93K | 0.00% | −1−1.1% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 89 | $9.70K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 85 | $9.26K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 84 | $9.15K | 0.00% | +79+1,580.0% | Added |
| Solstein Capital, LLC | 82 | $8.94K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 81 | $8.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 80 | $8.72K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 79 | $8.63K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 79 | $8.61K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 78 | $8.50K | 0.00% | +14+21.9% | Added |
| Dunhill Financial, LLC | 77 | $8.42K | 0.00% | −6−7.2% | Reduced |
| New England Capital Financial Advisors LLC | 76 | $8.31K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 72 | $7.85K | 0.00% | +72 | New |
| Golden State Wealth Management, LLC | 71 | $7.74K | 0.00% | −26−26.8% | Reduced |