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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 1,270 institutions
Q1 2021: 929 institutionsQ2 2021: 945 institutionsQ3 2021: 927 institutionsQ4 2021: 999 institutionsQ1 2022: 1,016 institutionsQ2 2022: 1,039 institutionsQ3 2022: 1,012 institutionsQ4 2022: 1,068 institutionsQ1 2023: 1,018 institutionsQ2 2023: 1,026 institutionsQ3 2023: 991 institutionsQ4 2023: 1,051 institutionsQ1 2024: 1,039 institutionsQ2 2024: 1,076 institutionsQ3 2024: 1,132 institutionsQ4 2024: 1,196 institutionsQ1 2025: 1,270 institutionsQ2 2025: 1,258 institutionsQ3 2025: 1,295 institutionsQ4 2025: 1,347 institutionsQ1 2026: 1,381 institutionsQ2 2026: 1,408 institutions
Value heldQ1 2025: $28.4B
Q1 2021: $21.8BQ2 2021: $20.4BQ3 2021: $20.3BQ4 2021: $22.5BQ1 2022: $22.8BQ2 2022: $23.6BQ3 2022: $21.0BQ4 2022: $22.4BQ1 2023: $22.5BQ2 2023: $21.1BQ3 2023: $19.3BQ4 2023: $20.5BQ1 2024: $20.2BQ2 2024: $19.3BQ3 2024: $24.2BQ4 2024: $24.5BQ1 2025: $28.4BQ2 2025: $27.5BQ3 2025: $30.7BQ4 2025: $28.6BQ1 2026: $32.2BQ2 2026: $32.7B
Institutions holding WEC and their total value by quarter
QuarterHoldersValue
Q2 20261,408$32.7B
Q1 20261,381$32.2B
Q4 20251,347$28.6B
Q3 20251,295$30.7B
Q2 20251,258$27.5B
Q1 20251,270$28.4B
Q4 20241,196$24.5B
Q3 20241,132$24.2B
Q2 20241,076$19.3B
Q1 20241,039$20.2B
Q4 20231,051$20.5B
Q3 2023991$19.3B
Q2 20231,026$21.1B
Q1 20231,018$22.5B
Q4 20221,068$22.4B
Q3 20221,012$21.0B
Q2 20221,039$23.6B
Q1 20221,016$22.8B
Q4 2021999$22.5B
Q3 2021927$20.3B
Q2 2021945$20.4B
Q1 2021929$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.

Institutions holding WEC in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LRI Investments, LLC67$7.30K0.00%00.0%Unchanged
Millstone Evans Group, LLC67$7.30K0.00%00.0%Unchanged
Horizon Bancorp Inc68$7.00K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC62$6.76K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC61$6.65K0.00%−2−3.2%Reduced
Reyes Financial Architecture, Inc.61$6.65K0.00%+61New
1620 Investment Advisors, Inc.59$6.43K0.00%00.0%Unchanged
True Wealth Design, LLC56$6.10K0.00%+46+460.0%Added
Darwin Advisors, LLC64$6.02K0.00%00.0%Unchanged
Abound Wealth Management55$6.02K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.55$5.99K0.00%00.0%Unchanged
City Holding Co55$5.99K0.00%+55New
Whipplewood Advisors, LLC8$5.88K0.00%−46−85.2%Reduced
Barnes Dennig Private Wealth Management LLC53$5.78K0.01%+53New
Investors Research Corp47$5.12K0.00%+47New
Keener Financial Planning LLC50$5.00K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC45$4.91K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC45$4.91K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC43$4.74K0.00%00.0%Unchanged
Raffa Wealth Management, LLC40$4.36K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC40$4.36K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC37$4.03K0.00%+21+131.3%Added
Ogorek Anthony Joseph40$4.00K0.00%+40New
Private Wealth Management Group, LLC34$3.71K0.00%−28−45.2%Reduced
Trifecta Capital Advisors, LLC34$3.71K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.34$3.71K0.00%00.0%Unchanged
Bogart Wealth, LLC34$3.71K0.00%+5+17.2%Added
Private Wealth Asset Management, LLC34$3.71K0.00%+34New
Highline Wealth Partners LLC33$3.60K0.00%+13+65.0%Added
Global Trust Asset Management, LLC32$3.49K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC29$3.16K0.00%+29New
McIlrath & Eck, LLC27$2.94K0.00%00.0%Unchanged
Northwest Capital Management Inc27$2.94K0.00%00.0%Unchanged
Pacifica Partners Inc.27$2.93K0.00%+27New
Missouri Trust & Investment Co26$2.83K0.00%00.0%Unchanged
WealthTrak Capital Management LLC25$2.73K0.00%+10+66.7%Added
Wealth Preservation Advisors, LLC24$2.62K0.00%+24New
ESL Trust Services, LLC23$2.51K0.00%−451−95.1%Reduced
Whittier Trust Co of Nevada Inc22$2.40K0.00%+22New
MCF Advisors LLC21$2.29K0.00%−15−41.7%Reduced
Archer Investment Corp21$2.24K0.00%−41−66.1%Reduced
Greenline Partners, LLC20$2.18K0.00%+20New
DAGCO, Inc.20$2.18K0.00%+20New
SJS Investment Consulting Inc.19$2.07K0.00%+1+5.6%Added
Avion Wealth29$2.00K0.00%00.0%Unchanged
Winthrop Capital Management, LLC25$2.00K0.00%00.0%Unchanged
Pineridge Advisors LLC18$1.99K0.00%00.0%Unchanged
First Financial Corp17$1.85K0.00%00.0%Unchanged
Clark Wealth Partners17$1.85K0.00%00.0%Unchanged
Optimum Investment Advisors16$1.74K0.00%+16New
Bernard Wealth Management Corp.16$1.74K0.00%+16New
Logan Capital Management Inc15$1.66K0.00%00.0%Unchanged
Aspect Partners, LLC15$1.64K0.00%00.0%Unchanged
Bell Investment Advisors, Inc13$1.42K0.00%00.0%Unchanged
Dogwood Wealth Management LLC12$1.31K0.00%+12New
Rialto Wealth Management, LLC11$1.20K0.00%+11New
NVWM, LLC10$1.09K0.00%+5+100.0%Added
PSI Advisors, LLC8$8720.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.8$8720.00%+3+60.0%Added
Bay Harbor Wealth Management, LLC8$8710.00%+8New
Cheviot Value Management, LLC8$8700.00%+8New
Winnow Wealth LLC8$8530.00%+3+60.0%Added
Principia Wealth Advisory, LLC7$7310.00%00.0%Unchanged
Capital A Wealth Management, LLC6$6540.00%+2+50.0%Added
Kayne Anderson Rudnick Investment Management LLC4$4360.00%00.0%Unchanged
Parkworth Wealth Management, Inc.4$4360.00%00.0%Unchanged
JCIC Asset Management Inc.4$4360.00%+4New
Rakuten Securities, Inc.4$4360.00%+4New
American Capital Advisory, LLC3$3270.00%+3New
HFM Investment Advisors, LLC3$3270.00%+3New
Proequities, Inc.0$00.00%−9,098−100.0%Sold out
Talaria Asset Management Pty Ltd0$00.00%−573,900−100.0%Sold out
Beck Bode, LLC0$00.00%−171,822−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−146,400−100.0%Sold out
Old National Bancorp0$00.00%−67,556−100.0%Sold out
Essential Planning, LLC.0$00.00%−31,720−100.0%Sold out
Collar Capital Management, LLC0$00.00%−22,587−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−18,220−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−13,928−100.0%Sold out
Scientech Research LLC0$00.00%−13,825−100.0%Sold out
ING Groep NV0$00.00%−12,805−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−9,400−100.0%Sold out
Wright Investors Service Inc0$00.00%−8,511−100.0%Sold out
Teza Capital Management LLC0$00.00%−7,151−100.0%Sold out
Axq Capital, LP0$00.00%−6,329−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−6,243−100.0%Sold out
Paloma Partners Management Co0$00.00%−5,782−100.0%Sold out
Spinnaker Trust0$00.00%−5,648−100.0%Sold out
Oxford Asset Management LLP0$00.00%−5,374−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−5,292−100.0%Sold out
Buckingham Strategic Partners0$00.00%−4,680−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−4,559−100.0%Sold out
Atom Investors LP0$00.00%−4,243−100.0%Sold out
Engineers Gate Manager LP0$00.00%−4,221−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−4,169−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−4,004−100.0%Sold out
Weiss Asset Management LP0$00.00%−3,912−100.0%Sold out
Canada Post Corp Registered Pension Plan0$00.00%−3,722−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−3,527−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−3,377−100.0%Sold out