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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 18,240 | $1.99M | 0.01% | −4,261−18.9% | Reduced |
| Pathway Financial Advisers, LLC | 18,229 | $1.99M | 0.68% | +557+3.2% | Added |
| Sterling Capital Management LLC | 18,168 | $1.98M | 0.03% | −1,251−6.4% | Reduced |
| Illinois Municipal Retirement Fund | 18,125 | $1.98M | 0.03% | +8,762+93.6% | Added |
| Norinchukin Bank, The | 17,733 | $1.93M | 0.04% | +2,512+16.5% | Added |
| Ascent Group, LLC | 17,698 | $1.93M | 0.08% | +1,885+11.9% | Added |
| Caldwell Trust Co | 17,685 | $1.93M | 0.21% | −212−1.2% | Reduced |
| GTS Securities LLC | 17,566 | $1.91M | 0.08% | +12,510+247.4% | Added |
| Gries Financial LLC | 17,472 | $1.90M | 0.37% | −2,119−10.8% | Reduced |
| Spirit of America Management Corp | 17,450 | $1.90M | 0.39% | +250+1.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 17,434 | $1.90M | 0.06% | −4,500−20.5% | Reduced |
| Nomura Holdings Inc | 17,384 | $1.89M | 0.01% | +6,958+66.7% | Added |
| USS Investment Management Ltd | 17,378 | $1.89M | 0.01% | −33,800−66.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 17,344 | $1.89M | 1.24% | +117+0.7% | Added |
| Sabal Trust CO | 17,320 | $1.89M | 0.10% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 17,100 | $1.86M | 0.04% | +100+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 17,099 | $1.86M | 0.01% | −27,931−62.0% | Reduced |
| Crossmark Global Holdings, Inc. | 17,079 | $1.86M | 0.03% | +27+0.2% | Added |
| Dana Investment Advisors, Inc. | 17,056 | $1.86M | 0.07% | −176−1.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 17,043 | $1.86M | 0.37% | −284−1.6% | Reduced |
| Cresset Asset Management, LLC | 17,029 | $1.86M | 0.01% | −739−4.2% | Reduced |
| GAMMA Investing LLC | 16,829 | $1.83M | 0.14% | +2,587+18.2% | Added |
| Securian Asset Management, Inc | 16,765 | $1.83M | 0.06% | −236−1.4% | Reduced |
| LVW Advisors, LLC | 16,744 | $1.82M | 0.22% | −163−1.0% | Reduced |
| Royal London Asset Management Ltd | 16,716 | $1.82M | 0.00% | +16,716 | New |
| Empowered Funds, LLC | 16,698 | $1.82M | 0.03% | +2,417+16.9% | Added |
| Ethic Inc. | 16,579 | $1.81M | 0.04% | +1,132+7.3% | Added |
| Matrix Trust Co | 16,352 | $1.78M | 0.30% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,931 | $1.74M | 0.11% | +1,151+7.8% | Added |
| Fox Hill Wealth Management | 15,928 | $1.74M | 1.02% | −157−1.0% | Reduced |
| Wedbush Securities Inc | 15,829 | $1.73M | 0.06% | −476−2.9% | Reduced |
| D.A. Davidson & Co. | 15,709 | $1.71M | 0.01% | +1,669+11.9% | Added |
| Mogy Joel R Investment Counsel Inc | 15,708 | $1.71M | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 15,644 | $1.70M | 0.02% | −1,381−8.1% | Reduced |
| We Are One Seven, LLC | 15,639 | $1.70M | 0.07% | +74+0.5% | Added |
| Two Sigma Investments, LP | 15,400 | $1.68M | 0.00% | −369,019−96.0% | Reduced |
| Univest Financial Corp | 15,382 | $1.68M | 0.11% | −4,702−23.4% | Reduced |
| Ronald Blue Trust, Inc. | 15,315 | $1.67M | 0.02% | +2,102+15.9% | Added |
| Twin Capital Management Inc | 15,138 | $1.65M | 0.19% | −313−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 15,124 | $1.65M | 0.04% | −32,393−68.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,825 | $1.62M | 0.07% | +178+1.2% | Added |
| Maryland State Retirement & Pension System | 14,784 | $1.61M | 0.04% | −2,104−12.5% | Reduced |
| New Mexico Educational Retirement Board | 14,753 | $1.61M | 0.06% | −300−2.0% | Reduced |
| Nordea Investment Management AB | 14,701 | $1.60M | 0.00% | +94+0.6% | Added |
| Siemens Fonds Invest GmbH | 14,570 | $1.59M | 0.11% | +14,570 | New |
| Miller Howard Investments Inc | 14,516 | $1.58M | 0.05% | +1,176+8.8% | Added |
| Agf Management Ltd | 14,461 | $1.58M | 0.01% | −30.0% | Reduced |
| Wealth Alliance | 14,407 | $1.57M | 0.19% | +317+2.2% | Added |
| Nations Financial Group Inc, | 14,244 | $1.55M | 0.12% | −3,052−17.6% | Reduced |
| Jones Financial Companies LLLP | 14,413 | $1.55M | 0.00% | +3,541+32.6% | Added |
| Morningstar Investment Services LLC | 14,011 | $1.53M | 0.28% | −17,884−56.1% | Reduced |
| Price Capital Management, Inc. | 13,840 | $1.51M | 3.80% | +13,840 | New |
| Marietta Investment Partners LLC | 13,836 | $1.51M | 0.36% | +40+0.3% | Added |
| Jump Financial, LLC | 13,816 | $1.51M | 0.02% | +1,364+11.0% | Added |
| Resolution Capital Ltd | 13,647 | $1.49M | 0.03% | +13,647 | New |
| Vestmark Advisory Solutions, Inc. | 13,646 | $1.49M | 0.04% | +7,082+107.9% | Added |
| Tiaa Trust, National Association | 13,578 | $1.48M | 0.00% | +2,391+21.4% | Added |
| Beacon Pointe Advisors, LLC | 13,565 | $1.48M | 0.02% | +135+1.0% | Added |
| South Dakota Investment Council | 13,566 | $1.48M | 0.03% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 13,561 | $1.48M | 0.31% | −3,295−19.5% | Reduced |
| iA Global Asset Management Inc. | 13,550 | $1.48M | 0.03% | +1,655+13.9% | Added |
| ICW Investment Advisors LLC | 13,493 | $1.47M | 0.60% | +16+0.1% | Added |
| IFP Advisors, Inc | 13,408 | $1.46M | 0.05% | +430+3.3% | Added |
| Tounjian Advisory Partners, LLC | 13,300 | $1.45M | 0.27% | +13,300 | New |
| QRG Capital Management, Inc. | 13,254 | $1.44M | 0.01% | −718−5.1% | Reduced |
| Schmidt P J Investment Management Inc | 13,182 | $1.44M | 0.26% | −48−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 13,029 | $1.42M | 0.05% | +240+1.9% | Added |
| Heritage Family Offices, LLP | 12,957 | $1.41M | 0.72% | +12,957 | New |
| Landaas & Co | 12,806 | $1.40M | 0.39% | +10.0% | Added |
| Conning Inc. | 12,637 | $1.38M | 0.05% | +121+1.0% | Added |
| Qtron Investments LLC | 12,555 | $1.37M | 0.20% | +2,096+20.0% | Added |
| Profund Advisors LLC | 12,512 | $1.36M | 0.06% | −4,575−26.8% | Reduced |
| Marks Group Wealth Management, Inc | 12,467 | $1.36M | 0.13% | −12−0.1% | Reduced |
| Foundations Investment Advisors, LLC | 12,450 | $1.36M | 0.03% | +261+2.1% | Added |
| Bryn Mawr Trust Co | 12,375 | $1.35M | 0.03% | −119−1.0% | Reduced |
| Cornerstone Advisors, LLC | 12,300 | $1.34M | 0.06% | −6,600−34.9% | Reduced |
| Hantz Financial Services, Inc. | 12,234 | $1.33M | 0.02% | −13−0.1% | Reduced |
| Sigma Planning Corp | 12,052 | $1.31M | 0.04% | +501+4.3% | Added |
| Aviso Financial Inc. | 12,041 | $1.31M | 0.06% | +952+8.6% | Added |
| NorthRock Partners, LLC | 12,030 | $1.31M | 0.04% | +893+8.0% | Added |
| Geneos Wealth Management Inc. | 11,996 | $1.31M | 0.04% | −58−0.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 11,982 | $1.31M | 0.46% | −427−3.4% | Reduced |
| Legacy Private Trust Co. | 11,963 | $1.30M | 0.09% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 11,884 | $1.30M | 0.23% | +5,121+75.7% | Added |
| Welch & Forbes LLC | 11,748 | $1.28M | 0.02% | +30+0.3% | Added |
| Prairie Sky Financial Group LLC | 11,736 | $1.28M | 0.76% | 00.0% | Unchanged |
| Enhancing Capital LLC | 11,706 | $1.28M | 1.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 11,700 | $1.28M | 0.01% | +11,700 | New |
| Harbour Investment Management LLC | 11,670 | $1.27M | 0.58% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 11,622 | $1.27M | 1.03% | +521+4.7% | Added |
| Blackhawk Capital Partners LLC. | 11,595 | $1.26M | 0.65% | −5,992−34.1% | Reduced |
| Fulton Bank, N.A. | 11,516 | $1.26M | 0.05% | −20−0.2% | Reduced |
| Twin City Private Wealth, LLC | 11,485 | $1.25M | 1.10% | −226−1.9% | Reduced |
| PFW Advisors LLC | 11,409 | $1.24M | 0.39% | +20.0% | Added |
| HM Payson & Co | 11,398 | $1.24M | 0.02% | +985+9.5% | Added |
| Portside Wealth Group, LLC | 11,305 | $1.23M | 0.20% | +514+4.8% | Added |
| Squarepoint Ops LLC | 11,247 | $1.23M | 0.00% | −101,860−90.1% | Reduced |
| Aigen Investment Management, LP | 11,227 | $1.22M | 0.20% | +11,227 | New |
| McGlone Suttner Wealth Management, Inc. | 11,219 | $1.22M | 0.20% | +35+0.3% | Added |
| Fiduciary Trust Co | 11,117 | $1.21M | 0.02% | +1,165+11.7% | Added |