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 |
|---|---|---|---|---|---|
| Bruce & Co., Inc. | 3,945 | $371.0K | 0.12% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 3,400 | $370.5K | 0.00% | +3,400 | New |
| Nilsine Partners, LLC | 3,397 | $370.2K | 0.04% | −158−4.4% | Reduced |
| Alps Advisors Inc | 3,359 | $366.1K | 0.00% | −341−9.2% | Reduced |
| Daymark Wealth Partners, LLC | 3,348 | $364.8K | 0.02% | −709−17.5% | Reduced |
| Monument Capital Management | 3,337 | $363.7K | 0.11% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,335 | $363.4K | 0.06% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 3,335 | $363.4K | 0.06% | +98+3.0% | Added |
| Moment Partners, LLC | 3,330 | $362.9K | 0.07% | −8−0.2% | Reduced |
| CWS Financial Advisors, LLC | 3,304 | $360.0K | 0.11% | +11+0.3% | Added |
| First Foundation Advisors | 3,299 | $359.5K | 0.01% | −242−6.8% | Reduced |
| Polymer Capital Management (US) LLC | 3,289 | $358.4K | 0.11% | −2,140−39.4% | Reduced |
| Covalis Capital LLP | 3,282 | $357.7K | 0.08% | +3,282 | New |
| Gibbs Wealth Management | 3,277 | $357.1K | 0.09% | +716+28.0% | Added |
| International Private Wealth Advisors LLC | 3,274 | $356.8K | 0.34% | +457+16.2% | Added |
| Sterling Investment Advisors LLC | 3,262 | $355.5K | 0.20% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,254 | $354.7K | 0.03% | +72+2.3% | Added |
| Pitcairn Co | 3,252 | $354.4K | 0.02% | +23+0.7% | Added |
| Old North State Wealth Management, LLC | 3,243 | $353.8K | 0.20% | +170+5.5% | Added |
| Advisor OS, LLC | 3,245 | $353.7K | 0.04% | +23+0.7% | Added |
| SkyOak Wealth, LLC | 3,244 | $353.5K | 0.08% | +3,244 | New |
| 1st Source Bank | 3,206 | $349.4K | 0.02% | −82−2.5% | Reduced |
| Gryphon Financial Partners LLC | 3,190 | $347.6K | 0.05% | +84+2.7% | Added |
| Western Wealth Management, LLC | 3,175 | $346.0K | 0.02% | +145+4.8% | Added |
| Cigna Investments Inc | 3,180 | $346.0K | 0.06% | −50−1.5% | Reduced |
| Perigon Wealth Management, LLC | 3,147 | $343.0K | 0.01% | +39+1.3% | Added |
| Zacks Investment Management | 3,130 | $341.1K | 0.00% | +253+8.8% | Added |
| MJP Associates Inc | 3,126 | $340.7K | 0.06% | +107+3.5% | Added |
| SRS Capital Advisors, Inc. | 3,089 | $336.6K | 0.02% | −59−1.9% | Reduced |
| New Century Financial Group, LLC | 3,084 | $336.1K | 0.39% | +54+1.8% | Added |
| International Assets Investment Management, LLC | 3,084 | $336.1K | 0.03% | +35+1.1% | Added |
| Crews Bank & Trust | 3,070 | $334.6K | 0.06% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,051 | $332.5K | 0.06% | 00.0% | Unchanged |
| True Vision MN LLC | 3,050 | $332.4K | 0.20% | +25+0.8% | Added |
| Keystone Financial Group | 3,045 | $331.8K | 0.03% | −126−4.0% | Reduced |
| Evexia Wealth LLC | 3,158 | $329.6K | 0.12% | 00.0% | Unchanged |
| Optas, LLC | 3,022 | $329.3K | 0.06% | +3,022 | New |
| Bingham Private Wealth, LLC | 3,021 | $329.2K | 0.34% | −54−1.8% | Reduced |
| D L Carlson Investment Group Inc | 3,010 | $328.0K | 0.06% | −6−0.2% | Reduced |
| Quadrant Capital Group LLC | 2,994 | $326.3K | 0.01% | +935+45.4% | Added |
| Beese Fulmer Investment Management, Inc. | 2,994 | $326.3K | 0.03% | +366+13.9% | Added |
| Bremer Bank National Association | 2,993 | $326.2K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,985 | $325.3K | 0.22% | +10.0% | Added |
| Bank of Stockton | 2,982 | $325.0K | 0.10% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 2,981 | $324.9K | 0.11% | +2,981 | New |
| Sowell Financial Services LLC | 2,978 | $324.6K | 0.01% | +2,978 | New |
| MBB Public Markets I LLC | 2,975 | $324.2K | 0.04% | +2,975 | New |
| Checchi Capital Advisers, LLC | 2,974 | $324.1K | 0.02% | +218+7.9% | Added |
| Cypress Wealth Services, LLC | 2,970 | $323.7K | 0.07% | −143−4.6% | Reduced |
| Sonora Investment Management Group, LLC | 2,967 | $323.3K | 0.03% | −35−1.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,956 | $322.1K | 0.04% | −29−1.0% | Reduced |
| Choate Investment Advisors | 2,947 | $321.2K | 0.01% | +200+7.3% | Added |
| CWA Asset Management Group, LLC | 2,947 | $321.2K | 0.02% | +157+5.6% | Added |
| Compass Financial Group, INC | 2,938 | $320.2K | 0.06% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 2,932 | $319.5K | 0.28% | +24+0.8% | Added |
| Isthmus Partners, LLC | 2,929 | $319.2K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 2,918 | $318.0K | 0.13% | +595+25.6% | Added |
| CWM Advisors, LLC | 2,894 | $315.4K | 0.04% | +141+5.1% | Added |
| Walkner Condon Financial Advisors LLC | 2,891 | $315.1K | 0.06% | +12+0.4% | Added |
| Lodestone Wealth Management LLC | 2,888 | $314.7K | 0.17% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 2,868 | $312.6K | 0.10% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,866 | $312.3K | 0.02% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 2,844 | $309.9K | 0.10% | +23+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 2,840 | $309.5K | 0.02% | −638−18.3% | Reduced |
| Cobblestone Capital Advisors LLC | 2,839 | $309.4K | 0.02% | +199+7.5% | Added |
| DSG Capital Advisors, LLC | 2,827 | $308.1K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,813 | $306.6K | 0.03% | +2,813 | New |
| Hurlow Wealth Management Group, Inc. | 2,792 | $304.3K | 0.10% | +2+0.1% | Added |
| Weaver Capital Management LLC | 2,780 | $303.0K | 0.08% | −44−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 2,774 | $302.3K | 0.01% | +116+4.4% | Added |
| Principle Wealth Partners LLC | 2,770 | $301.9K | 0.02% | 00.0% | Unchanged |
| B&L Asset Management LLC | 2,758 | $300.6K | 0.20% | −19−0.7% | Reduced |
| Kovack Advisors, Inc. | 2,757 | $300.4K | 0.03% | +15+0.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $299.1K | 0.04% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,740 | $298.6K | 0.26% | +7+0.3% | Added |
| Commerzbank Aktiengesellschaft | 2,729 | $298.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,733 | $297.9K | 0.14% | +7+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 2,731 | $297.7K | 0.07% | +295+12.1% | Added |
| Capital Asset Advisory Services LLC | 2,729 | $297.0K | 0.02% | +10.0% | Added |
| Live Oak Private Wealth LLC | 2,708 | $295.1K | 0.05% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,697 | $293.9K | 0.14% | +237+9.6% | Added |
| Boston Private Wealth LLC | 2,692 | $293.4K | 0.01% | +457+20.4% | Added |
| Capital Investment Services of America, Inc. | 2,686 | $292.7K | 0.03% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,686 | $292.7K | 0.05% | +32+1.2% | Added |
| Chesapeake Asset Management LLC | 2,684 | $292.5K | 0.28% | +116+4.5% | Added |
| Skopos Labs, Inc. | 2,671 | $291.1K | 0.06% | +1,112+71.3% | Added |
| JGP Wealth Management, LLC | 2,670 | $290.9K | 0.04% | −247−8.5% | Reduced |
| Providence Wealth Advisors, LLC | 2,674 | $290.9K | 0.22% | +9+0.3% | Added |
| StoneX Group Inc. | 2,658 | $289.7K | 0.02% | +2,658 | New |
| Argent Trust Co | 2,642 | $287.9K | 0.01% | −46−1.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,637 | $287.4K | 0.21% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 2,625 | $285.8K | 0.11% | −160−5.7% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,582 | $281.4K | 0.32% | −369−12.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,570 | $280.1K | 0.03% | +400+18.4% | Added |
| Pinnacle West Asset Management, Inc. | 2,565 | $280.0K | 0.20% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 2,553 | $278.2K | 0.03% | +2,553 | New |
| Liberty Capital Management, Inc. | 2,552 | $278.1K | 0.06% | +66+2.7% | Added |
| Norris Perne & French LLP | 2,542 | $277.0K | 0.02% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,515 | $274.1K | 0.11% | −237−8.6% | Reduced |
| SummitTX Capital, L.P. | 2,502 | $272.7K | 0.01% | +2,502 | New |