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 |
|---|---|---|---|---|---|
| Morgan Dempsey Capital Management LLC | 81,581 | $8.89M | 3.71% | −8,979−9.9% | Reduced |
| Wealthfront Advisers LLC | 81,393 | $8.87M | 0.02% | +12,242+17.7% | Added |
| Janney Montgomery Scott LLC | 81,027 | $8.83M | 0.03% | +10,044+14.1% | Added |
| Parsons Capital Management Inc | 80,548 | $8.78M | 0.48% | −2,236−2.7% | Reduced |
| Brandywine Global Investment Management, LLC | 80,113 | $8.73M | 0.06% | −3,683−4.4% | Reduced |
| Guardian Capital LP | 78,648 | $8.57M | 0.34% | +125+0.2% | Added |
| Commerce Bank | 77,438 | $8.44M | 0.05% | −1,646−2.1% | Reduced |
| FIL Ltd | 76,765 | $8.37M | 0.01% | −17,254−18.4% | Reduced |
| Vestcor Inc | 74,804 | $8.15M | 0.27% | +890+1.2% | Added |
| Heartland Advisors Inc | 74,174 | $8.08M | 0.46% | −43,827−37.1% | Reduced |
| Czech National Bank | 72,966 | $7.95M | 0.07% | +4,374+6.4% | Added |
| Swiss Life Asset Management Ltd | 72,739 | $7.93M | 0.06% | +50,317+224.4% | Added |
| Susquehanna Fundamental Investments, LLC | 70,957 | $7.73M | 0.13% | −174,074−71.0% | Reduced |
| Thompson Investment Management, Inc. | 70,510 | $7.68M | 1.15% | +944+1.4% | Added |
| Quantinno Capital Management LP | 68,305 | $7.44M | 0.05% | +23,171+51.3% | Added |
| HRT Financial LP | 68,047 | $7.42M | 0.05% | +42,217+163.4% | Added |
| SG Americas Securities, LLC | 67,445 | $7.35M | 0.03% | +1,532+2.3% | Added |
| IFM Investors Pty Ltd | 66,890 | $7.29M | 0.08% | −19,644−22.7% | Reduced |
| Atria Investments LLC | 66,861 | $7.29M | 0.09% | +3,157+5.0% | Added |
| Amalgamated Bank | 62,703 | $6.83M | 0.06% | +503+0.8% | Added |
| Albion Financial Group | 61,951 | $6.75M | 0.48% | +5,548+9.8% | Added |
| Janus Henderson Group PLC | 62,661 | $6.74M | 0.00% | −1,408,435−95.7% | Reduced |
| Northern Oak Wealth Management Inc | 60,678 | $6.61M | 0.85% | −12,977−17.6% | Reduced |
| British Columbia Investment Management Corp | 60,506 | $6.59M | 0.04% | −290.0% | Reduced |
| Mizuho Markets Americas LLC | 60,000 | $6.54M | 0.14% | +60,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 59,051 | $6.44M | 0.01% | −3,789−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 57,991 | $6.32M | 0.08% | +38,456+196.9% | Added |
| Qube Research & Technologies Ltd | 57,766 | $6.30M | 0.01% | −156,179−73.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 57,726 | $6.29M | 0.07% | +43,671+310.7% | Added |
| Hunter Perkins Capital Management, LLC | 55,527 | $6.05M | 1.41% | −29,143−34.4% | Reduced |
| Avantax Advisory Services, Inc. | 54,577 | $5.95M | 0.04% | −170−0.3% | Reduced |
| Aquatic Capital Management LLC | 54,348 | $5.92M | 0.15% | −5,132−8.6% | Reduced |
| GWM Advisors LLC | 53,634 | $5.85M | 0.03% | +1,375+2.6% | Added |
| Mackenzie Financial Corp | 52,762 | $5.75M | 0.01% | +13,841+35.6% | Added |
| Utah Retirement Systems | 52,284 | $5.70M | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 54,489 | $5.61M | 0.01% | −1,058,750−95.1% | Reduced |
| Brinker Capital Investments, LLC | 51,259 | $5.59M | 0.05% | +630+1.2% | Added |
| Orion Portfolio Solutions, LLC | 51,259 | $5.59M | 0.05% | +630+1.2% | Added |
| ProShare Advisors LLC | 50,015 | $5.45M | 0.01% | +2,055+4.3% | Added |
| American Assets Investment Management, LLC | 50,000 | $5.45M | 0.48% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 49,792 | $5.43M | 0.02% | −21,539−30.2% | Reduced |
| Yousif Capital Management, LLC | 49,522 | $5.40M | 0.06% | −243−0.5% | Reduced |
| Credit Agricole S A | 49,432 | $5.39M | 0.02% | −35,853−42.0% | Reduced |
| Advisory Services Network, LLC | 48,161 | $5.25M | 0.10% | −1,295−2.6% | Reduced |
| Park Avenue Securities LLC | 48,147 | $5.25M | 0.06% | +1,133+2.4% | Added |
| Mesirow Financial Investment Management, Inc. | 48,014 | $5.23M | 0.10% | +22,309+86.8% | Added |
| Motco | 47,773 | $5.21M | 0.55% | −6,414−11.8% | Reduced |
| Kingsview Wealth Management, LLC | 47,506 | $5.18M | 0.10% | −279−0.6% | Reduced |
| Bank of Nova Scotia | 46,974 | $5.12M | 0.01% | −9,312−16.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 46,296 | $5.05M | 0.05% | +465+1.0% | Added |
| Teacher Retirement System of Texas | 46,247 | $5.04M | 0.02% | +43,288+1,462.9% | Added |
| Daiwa Securities Group Inc. | 45,050 | $4.91M | 0.02% | +3,440+8.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 44,581 | $4.86M | 0.02% | +8,397+23.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,426 | $4.84M | 0.05% | +578+1.3% | Added |
| S&CO Inc | 44,137 | $4.81M | 0.32% | −100−0.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 44,128 | $4.81M | 0.24% | +561+1.3% | Added |
| Blair William & Co | 43,050 | $4.69M | 0.01% | −1,216−2.7% | Reduced |
| Options Solutions, LLC | 43,000 | $4.69M | 2.25% | −46−0.1% | Reduced |
| Xponance, Inc. | 42,882 | $4.67M | 0.05% | +556+1.3% | Added |
| Alley Investment Management Company, LLC | 42,849 | $4.67M | 0.59% | +364+0.9% | Added |
| New York Life Investment Management LLC | 42,415 | $4.62M | 0.05% | +74+0.2% | Added |
| Bright Rock Capital Management, LLC | 42,000 | $4.58M | 0.96% | 00.0% | Unchanged |
| Cerity Partners LLC | 41,280 | $4.50M | 0.01% | −12,367−23.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 41,253 | $4.50M | 0.17% | +1,088+2.7% | Added |
| London & Capital Asset Management Ltd | 40,691 | $4.43M | 0.38% | −192,778−82.6% | Reduced |
| Morton Community Bank | 40,265 | $4.39M | 1.15% | +170+0.4% | Added |
| Harbour Investments, Inc. | 40,180 | $4.38M | 0.13% | +6,009+17.6% | Added |
| N.E.W. Advisory Services LLC | 40,161 | $4.38M | 0.33% | +2,142+5.6% | Added |
| Alta Capital Management LLC | 39,846 | $4.34M | 0.28% | +1,847+4.9% | Added |
| Nicholas Company, Inc. | 39,760 | $4.33M | 0.08% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 39,760 | $4.33M | 0.03% | +510+1.3% | Added |
| Glenmede Trust Co NA | 39,458 | $4.30M | 0.02% | +236+0.6% | Added |
| CIBC World Markets Inc. | 39,228 | $4.28M | 0.01% | +1,144+3.0% | Added |
| Northwestern Mutual Wealth Management Co | 38,651 | $4.21M | 0.00% | −120,527−75.7% | Reduced |
| CIBC World Markets Corp | 38,258 | $4.17M | 0.03% | −11,646−23.3% | Reduced |
| Mediolanum International Funds Ltd | 38,561 | $4.15M | 0.06% | −8,769−18.5% | Reduced |
| KLCM Advisors, Inc. | 37,986 | $4.14M | 0.48% | +124+0.3% | Added |
| State of Alaska, Department of Revenue | 37,230 | $4.06M | 0.05% | +1,150+3.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 37,069 | $4.04M | 0.10% | +1,614+4.6% | Added |
| Alliance Wealth Advisors, LLC | 36,971 | $4.03M | 1.05% | +23+0.1% | Added |
| Mutual of America Capital Management LLC | 36,936 | $4.03M | 0.05% | −955−2.5% | Reduced |
| Schroder Investment Management Group | 37,368 | $4.02M | 0.00% | +3,133+9.2% | Added |
| Susquehanna International Group, LLP | 36,769 | $4.01M | 0.01% | −97,556−72.6% | Reduced |
| United Capital Management of KS, Inc. | 36,636 | $3.99M | 0.82% | +1,431+4.1% | Added |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 36,310 | $3.96M | 0.43% | −1,526−4.0% | Reduced |
| Somerset Trust Co | 35,891 | $3.91M | 1.39% | +1,755+5.1% | Added |
| Davenport & Co LLC | 35,710 | $3.89M | 0.02% | +12,665+55.0% | Added |
| Allworth Financial LP | 35,488 | $3.86M | 0.02% | −446−1.2% | Reduced |
| Zions Bancorporation, National Association | 35,277 | $3.84M | 0.24% | +35,277 | New |
| Steward Partners Investment Advisory, LLC | 34,746 | $3.79M | 0.03% | +894+2.6% | Added |
| Johnson Financial Group, Inc. | 34,601 | $3.77M | 0.18% | −2,613−7.0% | Reduced |
| Kestra Private Wealth Services, LLC | 34,458 | $3.76M | 0.06% | +737+2.2% | Added |
| Dark Forest Capital Management LP | 34,119 | $3.72M | 0.17% | +34,119 | New |
| Brentview Investment Management LLC | 34,028 | $3.71M | 1.97% | +1,735+5.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33,312 | $3.63M | 0.61% | +7,534+29.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 33,277 | $3.63M | 0.16% | +2,691+8.8% | Added |
| Regions Financial Corp | 33,225 | $3.62M | 0.03% | −1,421−4.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 33,305 | $3.58M | 0.01% | +5,191+18.5% | Added |
| First American Bank | 32,729 | $3.57M | 0.26% | +4,327+15.2% | Added |