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 |
|---|---|---|---|---|---|
| JustInvest LLC | 32,380 | $3.53M | 0.05% | +1,889+6.2% | Added |
| Millennium Management LLC | 32,332 | $3.52M | 0.00% | −129,782−80.1% | Reduced |
| Prosperity Consulting Group, LLC | 31,721 | $3.46M | 0.27% | −1,442−4.3% | Reduced |
| TD Private Client Wealth LLC | 31,544 | $3.44M | 0.09% | +1,313+4.3% | Added |
| Leavell Investment Management, Inc. | 31,031 | $3.38M | 0.17% | +1,043+3.5% | Added |
| Farmers & Merchants Investments Inc | 31,018 | $3.38M | 0.11% | −500−1.6% | Reduced |
| Cincinnati Casualty Co | 31,000 | $3.38M | 1.94% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 30,591 | $3.33M | 0.14% | +1,195+4.1% | Added |
| Castellan Group, LLC | 30,527 | $3.33M | 0.93% | −7,933−20.6% | Reduced |
| Rockefeller Capital Management L.P. | 30,520 | $3.33M | 0.01% | −807−2.6% | Reduced |
| Journey Advisory Group, LLC | 30,425 | $3.32M | 0.27% | +826+2.8% | Added |
| XTX Topco Ltd | 30,286 | $3.30M | 0.17% | +4,386+16.9% | Added |
| Captrust Financial Advisors | 30,145 | $3.29M | 0.01% | +3,243+12.1% | Added |
| Public Employees Retirement Association of Colorado | 30,059 | $3.28M | 0.01% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 30,000 | $3.27M | 0.42% | +30,000 | New |
| Belpointe Asset Management LLC | 29,885 | $3.26M | 0.17% | −7,143−19.3% | Reduced |
| UniSuper Management Pty Ltd | 29,834 | $3.25M | 0.02% | −1,193−3.8% | Reduced |
| Premier Fund Managers Ltd | 30,000 | $3.23M | 0.12% | +7,000+30.4% | Added |
| Pacer Advisors, Inc. | 29,402 | $3.20M | 0.01% | −14,768−33.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 29,052 | $3.17M | 0.18% | +18,982+188.5% | Added |
| Rakuten Investment Management, Inc. | 29,000 | $3.12M | 0.01% | +29,000 | New |
| Rafferty Asset Management, LLC | 28,586 | $3.12M | 0.01% | −6,930−19.5% | Reduced |
| Smith Group Asset Management, LLC | 28,000 | $3.05M | 0.23% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 27,954 | $3.04M | 0.01% | +1,341+5.0% | Added |
| Lantz Financial LLC | 27,692 | $3.02M | 0.83% | −1,115−3.9% | Reduced |
| Keebeck Wealth Management, LLC | 27,636 | $3.01M | 0.45% | +27,636 | New |
| Oregon Public Employees Retirement Fund | 27,253 | $2.97M | 0.06% | +120+0.4% | Added |
| Mercer Global Advisors Inc | 27,182 | $2.96M | 0.01% | +496+1.9% | Added |
| Bokf, NA | 27,099 | $2.95M | 0.05% | −747−2.7% | Reduced |
| Rothschild Investment LLC | 26,931 | $2.93M | 0.20% | −132−0.5% | Reduced |
| Woodline Partners LP | 26,839 | $2.92M | 0.02% | +7,841+41.3% | Added |
| Metis Global Partners, LLC | 26,687 | $2.91M | 0.08% | +2,973+12.5% | Added |
| Kestra Advisory Services, LLC | 26,663 | $2.91M | 0.01% | −1,302−4.7% | Reduced |
| Private Advisor Group, LLC | 26,546 | $2.89M | 0.02% | +312+1.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,447 | $2.88M | 1.34% | −147−0.6% | Reduced |
| HighPoint Advisor Group LLC | 26,343 | $2.88M | 0.17% | +115+0.4% | Added |
| KBC Group NV | 26,331 | $2.87M | 0.01% | +1,184+4.7% | Added |
| RFG Advisory, LLC | 25,981 | $2.83M | 0.08% | −2,791−9.7% | Reduced |
| Brown Advisory Inc | 25,912 | $2.82M | 0.00% | −2,324−8.2% | Reduced |
| Element Capital Management LLC | 25,778 | $2.81M | 0.70% | +25,778 | New |
| Mizuho Securities USA LLC | 25,437 | $2.77M | 0.06% | −4,546−15.2% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,384 | $2.77M | 0.74% | −168−0.7% | Reduced |
| apricus wealth, LLC | 25,150 | $2.74M | 1.63% | +2,145+9.3% | Added |
| Advisors Asset Management, Inc. | 25,143 | $2.74M | 0.05% | −16,471−39.6% | Reduced |
| Tower Research Capital LLC (TRC) | 25,278 | $2.73M | 0.08% | +5,600+28.5% | Added |
| Vident Advisory, LLC | 24,789 | $2.70M | 0.04% | +3,843+18.3% | Added |
| Meritage Portfolio Management | 24,772 | $2.70M | 0.18% | −693−2.7% | Reduced |
| Eventide Asset Management, LLC | 24,941 | $2.68M | 0.05% | +11,025+79.2% | Added |
| J.W. Cole Advisors, Inc. | 24,557 | $2.68M | 0.08% | +24,557 | New |
| Motley Fool Wealth Management, LLC | 24,536 | $2.67M | 0.16% | −2,681−9.9% | Reduced |
| OV Management LLC | 24,444 | $2.66M | 1.25% | +5,232+27.2% | Added |
| Penobscot Investment Management Company, Inc. | 24,374 | $2.66M | 0.25% | −2,235−8.4% | Reduced |
| Keybank National Association | 24,244 | $2.64M | 0.01% | −1,605−6.2% | Reduced |
| Meyer Handelman Co | 23,928 | $2.61M | 0.09% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 23,400 | $2.55M | 0.18% | +23,400 | New |
| Broadwater Capital Management LLC | 23,200 | $2.53M | 1.98% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 22,894 | $2.49M | 0.33% | −800−3.4% | Reduced |
| Panagora Asset Management Inc | 22,658 | $2.47M | 0.01% | −46,257−67.1% | Reduced |
| Concurrent Investment Advisors, LLC | 22,651 | $2.47M | 0.06% | +1,376+6.5% | Added |
| Intech Investment Management LLC | 22,549 | $2.46M | 0.03% | +1,634+7.8% | Added |
| Lido Advisors, LLC | 22,506 | $2.45M | 0.01% | +4,361+24.0% | Added |
| Semmax Financial Advisors Inc. | 22,781 | $2.45M | 0.66% | −1,606−6.6% | Reduced |
| Associated Banc-Corp | 22,429 | $2.44M | 0.07% | +2,260+11.2% | Added |
| Independent Advisor Alliance | 22,326 | $2.43M | 0.08% | +602+2.8% | Added |
| Sit Investment Associates Inc | 22,230 | $2.42M | 0.06% | −1,965−8.1% | Reduced |
| Drucker Wealth 3.0, LLC | 22,215 | $2.42M | 0.53% | +651+3.0% | Added |
| Ontario Teachers Pension Plan Board | 22,046 | $2.40M | 0.04% | −12,580−36.3% | Reduced |
| Colony Group, LLC | 21,928 | $2.39M | 0.01% | −10,013−31.3% | Reduced |
| Savant Capital, LLC | 21,858 | $2.38M | 0.02% | −931−4.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 21,824 | $2.38M | 1.02% | +21,824 | New |
| Flputnam Investment Management Co | 21,716 | $2.37M | 0.04% | +84+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 21,615 | $2.36M | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 21,593 | $2.35M | 0.07% | −128−0.6% | Reduced |
| Sone Capital Management, LLC | 20,923 | $2.28M | 0.23% | +20,923 | New |
| Pensionmark Financial Group, LLC | 20,768 | $2.26M | 0.06% | −2,322−10.1% | Reduced |
| Colonial Trust Co | 20,762 | $2.26M | 0.35% | −13−0.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 20,646 | $2.25M | 0.32% | −5,227−20.2% | Reduced |
| Principal Securities, Inc. | 23,622 | $2.22M | 0.05% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 20,051 | $2.19M | 0.04% | +3,759+23.1% | Added |
| Red Cedar Investment Management, LLC | 20,045 | $2.18M | 0.30% | +1,052+5.5% | Added |
| KCM Investment Advisors LLC | 19,999 | $2.18M | 0.08% | −319−1.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 19,901 | $2.17M | 0.03% | +19,901 | New |
| Stonebridge Financial Group, LLC | 19,840 | $2.16M | 0.23% | +631+3.3% | Added |
| Cubist Systematic Strategies, LLC | 19,792 | $2.16M | 0.03% | +19,792 | New |
| F/M Investments LLC | 19,790 | $2.16M | 0.09% | +16,329+471.8% | Added |
| Allstate Corp | 19,722 | $2.15M | 0.06% | +10,108+105.1% | Added |
| CWM, LLC | 19,554 | $2.13M | 0.01% | +122+0.6% | Added |
| Merit Financial Group, LLC | 19,540 | $2.13M | 0.03% | +3,549+22.2% | Added |
| Elo Mutual Pension Insurance Co | 19,402 | $2.11M | 0.05% | −13,030−40.2% | Reduced |
| Jefferies Financial Group Inc. | 19,391 | $2.11M | 0.04% | +19,391 | New |
| Nicolet Bankshares Inc | 19,386 | $2.11M | 0.42% | +385+2.0% | Added |
| Hartford Investment Management Co | 19,370 | $2.11M | 0.07% | −199−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 19,266 | $2.10M | 0.07% | −1,019−5.0% | Reduced |
| Atlantic Trust, LLC | 18,993 | $2.07M | 0.46% | +412+2.2% | Added |
| BKM Wealth Management, LLC | 18,875 | $2.06M | 0.85% | −305−1.6% | Reduced |
| Ellenbecker Investment Group | 18,787 | $2.05M | 0.37% | +76+0.4% | Added |
| Ameritas Advisory Services, LLC | 21,720 | $2.04M | 0.08% | −4,791−18.1% | Reduced |
| Thrivent Financial for Lutherans | 19,284 | $2.03M | 0.00% | −4,875−20.2% | Reduced |
| Apollon Financial, LLC | 18,569 | $2.02M | 0.48% | −194−1.0% | Reduced |
| Gulf International Bank (UK) Ltd | 18,310 | $2.00M | 0.07% | −6,390−25.9% | Reduced |