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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 4,788 | $521.8K | 0.03% | +257+5.7% | Added |
| Haverford Trust Co | 4,783 | $521.3K | 0.01% | +41+0.9% | Added |
| Smith, Moore & Co. | 4,739 | $516.5K | 0.05% | −10−0.2% | Reduced |
| Redmond Asset Management, LLC | 4,700 | $512.2K | 0.13% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 4,696 | $511.8K | 0.01% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 4,613 | $502.7K | 0.02% | −989−17.7% | Reduced |
| Bullock Wealth Management Group | 4,613 | $502.3K | 0.28% | +15+0.3% | Added |
| Financial Advisors Network, Inc. | 4,552 | $496.0K | 0.08% | +196+4.5% | Added |
| ProVise Management Group, LLC | 4,533 | $494.0K | 0.04% | +680+17.6% | Added |
| Moody Lynn & Lieberson, LLC | 4,531 | $493.8K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 4,523 | $492.9K | 0.08% | +4,523 | New |
| Advisors Management Group Inc | 4,493 | $490.0K | 0.11% | −434−8.8% | Reduced |
| LS Investment Advisors, LLC | 4,482 | $488.4K | 0.08% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,475 | $487.7K | 0.32% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4,395 | $479.0K | 0.04% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,390 | $478.4K | 0.04% | +922+26.6% | Added |
| Reuter James Wealth Management, LLC | 4,361 | $475.3K | 0.08% | −54−1.2% | Reduced |
| Mission Wealth Management, LP | 4,353 | $474.4K | 0.01% | +357+8.9% | Added |
| Marshall Investment Management, LLC | 4,336 | $472.6K | 0.29% | −47−1.1% | Reduced |
| Continuum Advisory, LLC | 4,320 | $470.8K | 0.06% | −294−6.4% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $467.9K | 0.26% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,292 | $467.8K | 0.11% | −126−2.9% | Reduced |
| Tarbox Family Office, Inc. | 4,266 | $464.9K | 0.08% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,264 | $464.7K | 0.07% | +29+0.7% | Added |
| West Family Investments, Inc. | 4,216 | $459.5K | 0.17% | +63+1.5% | Added |
| Blue Barn Wealth, LLC | 4,195 | $457.2K | 0.24% | −9−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 4,198 | $457.0K | 0.03% | −63−1.5% | Reduced |
| Krane Funds Advisors LLC | 4,189 | $456.5K | 0.01% | −539−11.4% | Reduced |
| Courier Capital LLC | 4,181 | $455.6K | 0.03% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,174 | $454.9K | 0.02% | +111+2.7% | Added |
| Old Second National Bank of Aurora | 4,171 | $454.6K | 0.11% | −444−9.6% | Reduced |
| Plancorp, LLC | 4,152 | $452.5K | 0.02% | +70+1.7% | Added |
| United Capital Financial Advisers, LLC | 4,127 | $449.8K | 0.00% | +440+11.9% | Added |
| Stonebridge Capital Advisors LLC | 4,104 | $447.2K | 0.04% | +1,603+64.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 4,100 | $446.8K | 0.88% | +1,892+85.7% | Added |
| Moneta Group Investment Advisors LLC | 4,093 | $446.0K | 0.01% | −34−0.8% | Reduced |
| Change Path, LLC | 4,091 | $445.8K | 0.01% | +739+22.0% | Added |
| Coldstream Capital Management Inc | 4,078 | $444.4K | 0.01% | +72+1.8% | Added |
| Old Mission Investment Co LLC | 4,069 | $443.4K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,063 | $442.8K | 0.03% | +4,063 | New |
| Bard Financial Services, Inc. | 4,060 | $442.5K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,050 | $441.0K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 4,128 | $440.4K | 0.08% | +2,427+142.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,012 | $437.2K | 0.01% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,006 | $437.0K | 0.03% | +119+3.1% | Added |
| Carret Asset Management, LLC | 4,000 | $435.9K | 0.05% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 3,993 | $435.1K | 0.01% | +964+31.8% | Added |
| Tyler-Stone Wealth Management | 3,990 | $434.8K | 0.08% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,982 | $434.0K | 0.05% | −3,750−48.5% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,580 | $430.7K | 0.14% | −8−0.2% | Reduced |
| Park National Corp | 3,950 | $430.5K | 0.02% | +23+0.6% | Added |
| Phillips Wealth Planners LLC | 4,024 | $430.4K | 0.45% | −40−1.0% | Reduced |
| Custom Index Systems, LLC | 3,941 | $429.5K | 0.22% | +1,412+55.8% | Added |
| AdvisorNet Financial, Inc | 3,941 | $429.4K | 0.03% | −156−3.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 3,931 | $428.4K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 3,920 | $427.2K | 0.29% | −307−7.3% | Reduced |
| V-Square Quantitative Management LLC | 3,919 | $427.1K | 0.06% | +6+0.2% | Added |
| Diversify Advisory Services, LLC | 3,907 | $426.5K | 0.03% | +227+6.2% | Added |
| Smithfield Trust Co | 3,856 | $422.0K | 0.02% | −42−1.1% | Reduced |
| ZWJ Investment Counsel Inc | 3,862 | $420.9K | 0.02% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 3,856 | $420.2K | 0.03% | +3,856 | New |
| LVZ Advisors, Inc. | 3,848 | $419.4K | 0.06% | −1,880−32.8% | Reduced |
| Callan Capital, LLC | 3,845 | $419.0K | 0.03% | +100+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 3,832 | $417.6K | 0.04% | −3−0.1% | Reduced |
| WFA Asset Management Corp | 5,065 | $415.9K | 0.22% | +2,265+80.9% | Added |
| Abc Arbitrage SA | 3,816 | $415.9K | 0.08% | −2,436−39.0% | Reduced |
| Frank, Rimerman Advisors LLC | 3,816 | $415.9K | 0.03% | −207−5.1% | Reduced |
| Greenfield Savings Bank | 3,813 | $415.5K | 0.20% | −54−1.4% | Reduced |
| Fortis Group Advisors, LLC | 3,805 | $414.7K | 0.08% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 3,803 | $414.4K | 0.24% | +60+1.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,788 | $412.8K | 0.00% | −196,212−98.1% | Reduced |
| Banque Cantonale Vaudoise | 3,775 | $411.0K | 0.02% | +3,775 | New |
| Reynders McVeigh Capital Management, LLC | 3,744 | $408.0K | 0.02% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,733 | $406.9K | 0.34% | +51+1.4% | Added |
| Independent Financial Group, LLC | 3,727 | $406.2K | 0.01% | +3,727 | New |
| Insight Wealth Strategies, LLC | 3,727 | $406.1K | 0.05% | +32+0.9% | Added |
| Umb Bank N A | 3,721 | $405.5K | 0.01% | +1,080+40.9% | Added |
| Chilton Investment Co LLC | 3,702 | $403.4K | 0.01% | +3,702 | New |
| Transcend Wealth Collective, LLC | 3,676 | $400.6K | 0.03% | +35+1.0% | Added |
| Capital Advisors Inc | 3,675 | $400.5K | 0.01% | +47+1.3% | Added |
| WealthTrust Axiom LLC | 3,666 | $399.5K | 0.12% | −150−3.9% | Reduced |
| Hanson & Doremus Investment Management | 3,659 | $399.0K | 0.06% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,649 | $397.7K | 0.02% | +332+10.0% | Added |
| Aegis Wealth Management LLC | 3,633 | $395.9K | 0.23% | −38−1.0% | Reduced |
| Cornerstone Enterprises, LLC | 3,619 | $394.4K | 0.24% | −461−11.3% | Reduced |
| Alhambra Investment Partners LLC | 3,618 | $394.3K | 0.20% | −467−11.4% | Reduced |
| LifeWealth Investments, LLC | 3,581 | $390.3K | 0.09% | +1,453+68.3% | Added |
| Eqis Capital Management, Inc. | 3,544 | $386.3K | 0.03% | −100−2.7% | Reduced |
| Danske Bank A/S | 3,534 | $385.1K | 0.00% | +775+28.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,517 | $383.3K | 0.01% | −2−0.1% | Reduced |
| Horizon Investment Services, LLC | 3,473 | $378.5K | 0.18% | +3,473 | New |
| Golden State Equity Partners | 3,452 | $376.2K | 0.07% | −438−11.3% | Reduced |
| Blue Chip Partners, Inc. | 3,446 | $375.6K | 0.03% | −193−5.3% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 3,443 | $375.2K | 0.40% | −5−0.1% | Reduced |
| Altshuler Shaham Ltd | 3,443 | $375.2K | 0.01% | +2,328+208.8% | Added |
| Great Lakes Advisors, LLC | 3,439 | $374.8K | 0.00% | −48,283−93.4% | Reduced |
| Wealthquest Corp | 3,423 | $373.0K | 0.03% | +6+0.2% | Added |
| Strategy Asset Managers LLC | 3,419 | $372.6K | 0.08% | −327−8.7% | Reduced |
| Callan Family Office, LLC | 3,412 | $371.8K | 0.03% | −515−13.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,407 | $371.3K | 0.07% | −778−18.6% | Reduced |