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 |
|---|---|---|---|---|---|
| Empirical Finance, LLC | 11,043 | $1.20M | 0.07% | +297+2.8% | Added |
| Bleakley Financial Group, LLC | 11,039 | $1.20M | 0.04% | +239+2.2% | Added |
| Pollock Investment Advisors, LLC | 10,999 | $1.20M | 0.97% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 10,964 | $1.19M | 0.10% | +135+1.2% | Added |
| Trueblood Wealth Management, LLC | 10,871 | $1.18M | 0.55% | −43−0.4% | Reduced |
| Venture Visionary Partners LLC | 10,845 | $1.18M | 0.05% | −99−0.9% | Reduced |
| Rowland & Co Investment Counsel | 10,591 | $1.15M | 0.24% | −400−3.6% | Reduced |
| Toroso Investments, LLC | 10,431 | $1.14M | 0.01% | +5,391+107.0% | Added |
| Westpac Banking Corp | 10,342 | $1.13M | 0.08% | −3,497−25.3% | Reduced |
| Wealthspire Advisors, LLC | 10,268 | $1.12M | 0.01% | +741+7.8% | Added |
| Johnson Investment Counsel Inc | 10,157 | $1.11M | 0.01% | +359+3.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,103 | $1.10M | 0.02% | +58+0.6% | Added |
| Nebula Research & Development LLC | 10,102 | $1.10M | 0.10% | +442+4.6% | Added |
| Opus Investment Management Inc | 10,000 | $1.09M | 0.78% | −40,000−80.0% | Reduced |
| Citizens Financial Group Inc | 9,984 | $1.09M | 0.02% | +1,600+19.1% | Added |
| Ostrum Asset Management | 9,977 | $1.09M | 0.06% | +9,257+1,285.7% | Added |
| Security National Bank | 9,931 | $1.08M | 0.20% | −81−0.8% | Reduced |
| Summit Financial, LLC | 9,921 | $1.08M | 0.03% | +10+0.1% | Added |
| Norden Group LLC | 9,909 | $1.08M | 0.12% | +1,913+23.9% | Added |
| Tokio Marine Asset Management Co Ltd | 9,818 | $1.07M | 0.04% | +1,673+20.5% | Added |
| Snowden Capital Advisors LLC | 9,786 | $1.07M | 0.03% | +1,711+21.2% | Added |
| Wealth Architects, LLC | 9,736 | $1.06M | 0.12% | +4,988+105.1% | Added |
| Oppenheimer & Co Inc | 9,721 | $1.06M | 0.02% | −13,543−58.2% | Reduced |
| IHT Wealth Management, LLC | 9,687 | $1.05M | 0.03% | +85+0.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 9,629 | $1.05M | 0.01% | −17,351−64.3% | Reduced |
| Apollon Wealth Management, LLC | 9,624 | $1.05M | 0.02% | +558+6.2% | Added |
| American State Bank (Iowa) | 9,584 | $1.04M | 0.63% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 9,453 | $1.03M | 0.03% | −1,630−14.7% | Reduced |
| Valmark Advisers, Inc. | 9,426 | $1.03M | 0.02% | +211+2.3% | Added |
| Fiduciary Alliance LLC | 9,422 | $1.03M | 0.10% | +9,422 | New |
| Atria Wealth Solutions, Inc. | 9,412 | $1.03M | 0.01% | −10,982−53.8% | Reduced |
| Intact Investment Management Inc. | 9,400 | $1.02M | 0.04% | −1,500−13.8% | Reduced |
| Hendershot Investments Inc. | 9,369 | $1.02M | 0.14% | +151+1.6% | Added |
| Trexquant Investment LP | 9,318 | $1.02M | 0.01% | +9,318 | New |
| Birch Financial Group, LLC | 9,317 | $1.02M | 0.90% | +77+0.8% | Added |
| Bank & Trust Co | 9,274 | $1.01M | 0.82% | −76−0.8% | Reduced |
| Legato Capital Management LLC | 9,268 | $1.01M | 0.14% | +9,268 | New |
| Romano Brothers and Company | 9,266 | $1.01M | 0.13% | −369−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,197 | $1.00M | 0.07% | +9,197 | New |
| Shell Asset Management Co | 9,182 | $1.00M | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 8,968 | $977.3K | 0.01% | +1,456+19.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 8,913 | $971.3K | 1.08% | −467−5.0% | Reduced |
| Arkadios Wealth Advisors | 8,891 | $969.0K | 0.04% | +8,891 | New |
| McDonald Partners LLC | 8,797 | $964.0K | 0.25% | +140+1.6% | Added |
| Walleye Capital LLC | 8,820 | $961.2K | 0.01% | +5,246+146.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,783 | $957.2K | 0.00% | −21,848−71.3% | Reduced |
| Ci Investments Inc. | 8,783 | $957.0K | 0.00% | +6,674+316.5% | Added |
| Resources Investment Advisors, LLC. | 8,724 | $950.8K | 0.01% | +134+1.6% | Added |
| Fullcircle Wealth LLC | 8,757 | $950.4K | 0.39% | −106−1.2% | Reduced |
| Chelsea Counsel Co | 8,672 | $945.1K | 0.51% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,631 | $940.7K | 0.11% | +40.0% | Added |
| Wesbanco Bank Inc | 8,557 | $932.5K | 0.03% | −22−0.3% | Reduced |
| Exchange Traded Concepts, LLC | 8,506 | $927.0K | 0.02% | −468−5.2% | Reduced |
| Penserra Capital Management LLC | 8,479 | $923.0K | 0.02% | +7,650+922.8% | Added |
| PGGM Investments | 8,421 | $918.0K | 0.01% | +8,421 | New |
| Intrua Financial, LLC | 8,417 | $917.3K | 0.14% | −32−0.4% | Reduced |
| Montag A & Associates Inc | 8,414 | $917.0K | 0.05% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 8,393 | $914.7K | 0.23% | +48+0.6% | Added |
| Brown Capital Management LLC | 8,382 | $913.5K | 0.03% | −1,544−15.6% | Reduced |
| Axxcess Wealth Management, LLC | 8,356 | $910.6K | 0.02% | +2,121+34.0% | Added |
| RSM US Wealth Management LLC | 8,354 | $910.4K | 0.01% | −302−3.5% | Reduced |
| Greenleaf Trust | 8,209 | $894.6K | 0.01% | +64+0.8% | Added |
| Searle & Co. | 8,200 | $893.6K | 0.25% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,186 | $892.1K | 0.05% | +83+1.0% | Added |
| Sound View Wealth Advisors Group, LLC | 8,184 | $891.9K | 0.07% | +296+3.8% | Added |
| BKD Wealth Advisors, LLC | 8,157 | $888.9K | 0.02% | −55−0.7% | Reduced |
| FineMark National Bank & Trust | 8,117 | $884.6K | 0.03% | +38+0.5% | Added |
| PFG Investments, LLC | 8,063 | $878.7K | 0.06% | −13−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,403 | $867.3K | 0.02% | +233+2.9% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $865.4K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 7,925 | $862.9K | 0.02% | +1,257+18.9% | Added |
| Occudo Quantitative Strategies LP | 8,000 | $860.4K | 0.11% | +8,000 | New |
| North Star Investment Management Corp. | 7,856 | $856.2K | 0.06% | −34−0.4% | Reduced |
| Triangle Securities Wealth Management | 7,822 | $852.5K | 0.22% | +459+6.2% | Added |
| AlphaCore Capital LLC | 7,808 | $850.9K | 0.07% | +3,807+95.2% | Added |
| Voya Financial Advisors, Inc. | 7,898 | $849.4K | 0.09% | +659+9.1% | Added |
| MSH Capital Advisors LLC | 7,786 | $848.5K | 0.26% | +794+11.4% | Added |
| Meeder Advisory Services, Inc. | 7,784 | $848.3K | 0.05% | +740+10.5% | Added |
| Venturi Wealth Management, LLC | 7,696 | $838.7K | 0.04% | +21+0.3% | Added |
| Sierra Summit Advisors LLC | 7,672 | $836.1K | 0.18% | +270+3.6% | Added |
| NewEdge Wealth, LLC | 7,602 | $828.5K | 0.02% | −337−4.2% | Reduced |
| Beaton Management Co. Inc. | 7,584 | $827.0K | 0.43% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7,558 | $823.7K | 0.22% | −6−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 7,554 | $823.2K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,528 | $820.4K | 0.11% | +238+3.3% | Added |
| United Services Automobile Association | 7,528 | $809.6K | 0.02% | +7,528 | New |
| Marcum Wealth, LLC | 7,416 | $808.2K | 0.07% | +93+1.3% | Added |
| Dynamic Technology Lab Private Ltd | 7,351 | $801.0K | 0.12% | −5,559−43.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,336 | $799.5K | 0.00% | +1,742+31.1% | Added |
| Investment House LLC | 7,300 | $795.6K | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 7,260 | $791.1K | 0.00% | +1,538+26.9% | Added |
| SPC Financial, Inc. | 7,242 | $789.2K | 0.07% | +663+10.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,209 | $785.6K | 0.07% | +15+0.2% | Added |
| Loudon Investment Management, LLC | 7,195 | $784.1K | 0.45% | +7,195 | New |
| Integrated Advisors Network LLC | 7,135 | $777.6K | 0.04% | +188+2.7% | Added |
| Eastern Bank | 7,125 | $776.5K | 0.02% | −1,048−12.8% | Reduced |
| Drake & Associates, LLC | 7,072 | $770.7K | 0.22% | −1,384−16.4% | Reduced |
| Claro Advisors LLC | 7,035 | $766.7K | 0.10% | −1,114−13.7% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $765.4K | 0.28% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,014 | $764.4K | 0.10% | 00.0% | Unchanged |