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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 6,922 | $754.4K | 0.01% | +1,406+25.5% | Added |
| Buckley Wealth Management, LLC | 6,873 | $749.0K | 0.23% | +183+2.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,829 | $744.2K | 0.01% | +317+4.9% | Added |
| Precedent Wealth Partners, LLC | 6,821 | $743.4K | 0.21% | +6,821 | New |
| Elevated Capital Advisors, LLC | 6,800 | $741.0K | 0.21% | −280−4.0% | Reduced |
| Modern Wealth Management, LLC | 6,773 | $738.2K | 0.02% | +466+7.4% | Added |
| Aptus Capital Advisors, LLC | 6,759 | $736.6K | 0.01% | −903−11.8% | Reduced |
| PAX Financial Group, LLC | 6,726 | $733.0K | 0.13% | +531+8.6% | Added |
| Raleigh Capital Management Inc. | 6,715 | $731.8K | 0.33% | +68+1.0% | Added |
| EP Wealth Advisors, LLC | 6,693 | $729.4K | 0.01% | +508+8.2% | Added |
| My Legacy Advisors, LLC | 6,660 | $725.8K | 0.28% | +92+1.4% | Added |
| Dakota Wealth Management | 6,617 | $721.1K | 0.02% | −150−2.2% | Reduced |
| Neo Ivy Capital Management | 6,580 | $717.1K | 0.23% | +6,580 | New |
| Paragon Private Wealth Management, LLC | 6,551 | $713.9K | 0.33% | −1,354−17.1% | Reduced |
| Blossom Wealth Management | 6,549 | $713.7K | 1.44% | −95−1.4% | Reduced |
| Peapack Gladstone Financial Corp | 6,522 | $711.0K | 0.01% | −10.0% | Reduced |
| Ti-Trust, Inc | 6,430 | $700.7K | 0.46% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,425 | $700.2K | 0.01% | −616−8.7% | Reduced |
| Avantax Planning Partners, Inc. | 6,423 | $700.0K | 0.02% | +58+0.9% | Added |
| Equitable Holdings, Inc. | 6,387 | $696.1K | 0.01% | −72−1.1% | Reduced |
| MPS Loria Financial Planners, LLC | 6,386 | $695.9K | 0.21% | −163−2.5% | Reduced |
| Bridges Investment Management Inc | 6,365 | $693.7K | 0.01% | +40+0.6% | Added |
| Integrity Alliance, LLC. | 6,318 | $688.6K | 0.03% | +6,318 | New |
| Quest Partners LLC | 6,295 | $686.0K | 0.07% | +1,363+27.6% | Added |
| Congress Wealth Management LLC | 6,324 | $686.0K | 0.01% | −3,654−36.6% | Reduced |
| Paradigm Financial Partners, LLC | 6,294 | $686.0K | 0.09% | +802+14.6% | Added |
| AlphaStar Capital Management, LLC | 6,251 | $681.2K | 0.07% | +856+15.9% | Added |
| Ransom Advisory, Ltd | 6,250 | $681.1K | 0.34% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,141 | $669.2K | 0.01% | +120+2.0% | Added |
| Horizon Investments, LLC | 6,131 | $668.2K | 0.02% | +250+4.3% | Added |
| Richmond Investment Services, LLC | 6,107 | $665.5K | 0.36% | +5+0.1% | Added |
| Csenge Advisory Group | 6,125 | $663.9K | 0.04% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 6,088 | $663.0K | 0.03% | +6,088 | New |
| IAG Wealth Partners, LLC | 6,072 | $661.7K | 0.10% | +179+3.0% | Added |
| Bradley Foster & Sargent Inc | 6,047 | $659.0K | 0.01% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,955 | $649.0K | 0.12% | −491−7.6% | Reduced |
| North Star Asset Management Inc | 5,932 | $646.5K | 0.03% | +289+5.1% | Added |
| City State Bank | 5,896 | $642.5K | 0.21% | −100−1.7% | Reduced |
| Alaska Permanent Fund Corp | 5,825 | $638.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 5,848 | $637.3K | 0.07% | −104−1.7% | Reduced |
| Prudential PLC | 5,833 | $635.7K | 0.00% | +2,742+88.7% | Added |
| Clearstead Advisors, LLC | 5,783 | $630.2K | 0.01% | −74−1.3% | Reduced |
| Forum Financial Management, LP | 5,782 | $630.1K | 0.01% | −34−0.6% | Reduced |
| Central Trust Co | 5,779 | $629.8K | 0.02% | −215−3.6% | Reduced |
| Kesler, Norman & Wride, LLC | 5,770 | $628.8K | 0.12% | −1,151−16.6% | Reduced |
| Aurora Investment Counsel | 5,749 | $626.5K | 0.35% | −67−1.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 5,709 | $622.2K | 0.16% | +5,709 | New |
| Ballentine Partners, LLC | 5,702 | $621.4K | 0.01% | −26−0.5% | Reduced |
| MGB Wealth Management, LLC | 5,710 | $621.1K | 0.22% | −4−0.1% | Reduced |
| MAI Capital Management | 5,693 | $620.4K | 0.00% | +140+2.5% | Added |
| Summit Trail Advisors, LLC | 5,661 | $616.9K | 0.02% | +1,015+21.8% | Added |
| Chicago Trust Co NA | 5,648 | $615.5K | 0.11% | +89+1.6% | Added |
| Chicago Capital, LLC | 5,638 | $614.4K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,637 | $614.4K | 0.04% | +293+5.5% | Added |
| MUFG Securities Americas Inc. | 5,623 | $612.8K | 0.07% | +952+20.4% | Added |
| Verdence Capital Advisors LLC | 5,620 | $612.5K | 0.05% | +61+1.1% | Added |
| Moors & Cabot, Inc. | 5,618 | $612.2K | 0.03% | +115+2.1% | Added |
| National Asset Management, Inc. | 5,604 | $610.8K | 0.02% | +682+13.9% | Added |
| Diversified Trust Co | 5,570 | $607.0K | 0.02% | +127+2.3% | Added |
| Financial Advocates Investment Management | 5,540 | $603.8K | 0.04% | +75+1.4% | Added |
| HBK Sorce Advisory LLC | 5,483 | $597.6K | 0.02% | +28+0.5% | Added |
| Signaturefd, LLC | 5,433 | $592.1K | 0.01% | +8+0.1% | Added |
| Hutner Capital Management Inc | 5,427 | $591.4K | 0.25% | 00.0% | Unchanged |
| Resources Management Corp | 5,409 | $589.0K | 0.08% | −460−7.8% | Reduced |
| Peak Financial Advisors LLC | 5,339 | $581.8K | 0.30% | +100+1.9% | Added |
| Boothbay Fund Management, LLC | 5,332 | $581.1K | 0.02% | +5,332 | New |
| Turning Point Benefit Group, Inc. | 5,620 | $580.0K | 0.54% | +3,025+116.6% | Added |
| Entropy Technologies, LP | 5,300 | $577.6K | 0.06% | +5,300 | New |
| Thrive Wealth Management, LLC | 5,286 | $576.0K | 0.11% | −122−2.3% | Reduced |
| WoodTrust Financial Corp | 5,289 | $576.0K | 0.08% | −100−1.9% | Reduced |
| Atomi Financial Group, Inc. | 5,281 | $575.5K | 0.03% | +304+6.1% | Added |
| Focus Financial Network, Inc. | 5,250 | $572.1K | 0.02% | −70−1.3% | Reduced |
| Gsa Capital Partners LLP | 5,251 | $572.0K | 0.05% | −5,409−50.7% | Reduced |
| SageView Advisory Group, LLC | 5,245 | $571.6K | 0.02% | −279−5.1% | Reduced |
| Aviva PLC | 5,213 | $568.1K | 0.00% | 00.0% | Unchanged |
| Boston Family Office LLC | 5,213 | $568.0K | 0.04% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 5,200 | $566.8K | 0.02% | +2,556+96.7% | Added |
| Sym Financial Corp | 5,184 | $565.0K | 0.07% | +125+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,175 | $563.0K | 0.00% | +51+1.0% | Added |
| Warren Averett Asset Management, LLC | 5,155 | $561.8K | 0.01% | +324+6.7% | Added |
| Brass Tax Wealth Management, Inc | 5,112 | $557.1K | 0.12% | +40+0.8% | Added |
| Fullerton Fund Management Co Ltd. | 5,058 | $551.2K | 0.04% | +5,058 | New |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $548.5K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,026 | $547.7K | 0.28% | +5,026 | New |
| Prossimo Advisors, LLC | 5,014 | $546.0K | 0.41% | +588+13.3% | Added |
| Centennial Wealth Advisory LLC | 5,008 | $545.8K | 0.20% | +1,011+25.3% | Added |
| Parallel Advisors, LLC | 5,008 | $545.8K | 0.01% | −202−3.9% | Reduced |
| Zhang Financial LLC | 4,967 | $541.3K | 0.03% | +6+0.1% | Added |
| Financial Advisory Partners, LLC | 4,964 | $541.0K | 0.18% | −380−7.1% | Reduced |
| Brown Miller Wealth Management, LLC | 4,940 | $538.4K | 0.19% | +4,940 | New |
| Hudock, Inc. | 4,913 | $535.5K | 0.09% | +3+0.1% | Added |
| Partnership Wealth Management, LLC | 4,900 | $534.0K | 0.45% | 00.0% | Unchanged |
| Stephens Inc | 4,886 | $532.5K | 0.01% | +176+3.7% | Added |
| Advisors Capital Management, LLC | 4,852 | $528.9K | 0.01% | +177+3.8% | Added |
| Alpha Cubed Investments, LLC | 4,827 | $526.1K | 0.02% | +438+10.0% | Added |
| Mill Capital Management, LLC | 4,824 | $525.7K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,807 | $523.9K | 0.09% | −165−3.3% | Reduced |
| Prospera Financial Services Inc | 4,804 | $523.7K | 0.01% | −3,576−42.7% | Reduced |
| Ambassador Advisors, LLC | 4,794 | $522.5K | 0.09% | +136+2.9% | Added |
| Dynamic Advisor Solutions LLC | 4,790 | $522.0K | 0.02% | +4,790 | New |