Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2025 vs. Q1 2025

How the institutions holding Wec Energy Group, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of WEC: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1,270171,258+5
Shares260.7M256.9K266.5M+6.12M (+2.4%)
Value$28.4B$28.0M$27.5B−$856.1M (−3.0%)

17 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (112)

Institutions that held Wec Energy Group, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 112 by value.

Institutions new to WEC in Q2 2025
InstitutionSharesValue% of portfolio
Linden Advisors LP235,404$24.5M0.15%
Greenland Capital Management LP127,798$13.3M1.72%
Voloridge Investment Management, LLC86,445$9.01M0.03%
Decade Renewable Partners LP53,680$5.59M4.54%
Glenmede Investment Management, LP37,973$3.96M0.02%
Caption Management, LLC35,000$3.65M0.33%
Centiva Capital, LP29,132$3.04M0.20%
Pinebridge Investments, L.P.28,438$2.96M0.02%
Patton Fund Management, Inc.25,938$2.70M0.59%
Trilogy Capital Inc.24,971$2.60M0.13%
Global Retirement Partners, LLC22,612$2.36M0.06%
Mizuho Securities USA LLC22,054$2.30M0.05%
Hancock Whitney Corp18,119$1.89M0.04%
Campbell Capital Management Inc18,000$1.88M0.73%
Farringdon Capital, Ltd.16,466$1.72M0.58%
ISAM Funds (UK) Ltd14,740$1.54M0.34%
RMB Capital Management, LLC14,660$1.53M0.03%
Tudor Investment Corp Et Al14,323$1.49M0.01%
GAM Holding AG13,729$1.43M0.10%
Vise Technologies, Inc.12,590$1.31M0.05%
Kampmann Melissa S.11,680$1.22M0.91%
Highview Capital Management LLC10,635$1.11M0.43%
Coastal Bridge Advisors, LLC10,188$1.06M0.09%
Charter Capital Management, LLC9,043$942.3K0.55%
VeraBank, N.A.7,051$734.7K0.15%
Fulcrum Asset Management LLP6,567$684.3K0.20%
Graham Capital Management, L.P.5,981$623.2K0.02%
Natixis5,718$595.8K0.00%
Picton Mahoney Asset Management5,583$582.0K0.01%
Simplicity Wealth,LLC5,402$562.9K0.02%
Wetherby Asset Management Inc4,797$499.8K0.02%
Moloney Securities Asset Management, LLC4,730$492.9K0.06%
EntryPoint Capital, LLC4,239$441.7K0.22%
Revisor Wealth Management LLC3,823$404.0K0.15%
Asahi Life Asset Management Co., Ltd.3,730$388.7K0.23%
Canada Post Corp Registered Pension Plan3,722$387.8K0.02%
Regal Investment Advisors LLC3,518$366.6K0.03%
LMR Partners LLP3,455$360.0K0.01%
First United Bank Trust3,450$359.5K0.13%
Wolverine Trading, LLC3,475$358.4K0.01%
ERTS Wealth Advisors, LLC3,059$318.7K0.11%
Old National Bancorp2,983$310.8K0.01%
Rexford Capital Inc2,936$305.9K0.25%
Hibernia Wealth Partners, LLC2,672$278.5K0.10%
FSM Wealth Advisors, LLC2,596$270.8K0.04%
Titleist Asset Management, LLC2,576$268.4K0.03%
USA Financial Portformulas Corp2,569$267.7K0.05%
Master's Wealth Management Inc.2,559$266.6K0.12%
PUREfi Wealth, LLC2,531$263.7K0.21%
First Western Trust Bank2,490$259.5K0.01%
Trustmark National Bank Trust Department2,471$257.5K0.02%
Voleon Capital Management LP2,461$256.4K0.01%
Code Waechter LLC2,446$254.9K0.18%
Midwest Trust Co2,387$248.7K0.00%
Drive Wealth Management, LLC2,303$240.0K0.05%
Martingale Asset Management L P2,303$240.0K0.01%
VisionPoint Advisory Group, LLC2,245$233.9K0.05%
Scott Marsh Financial, LLC2,232$232.5K0.09%
WealthShield Partners, LLC2,179$227.1K0.03%
MQS Management LLC2,033$211.8K0.12%
Howard Capital Management Inc.1,992$207.6K0.00%
PFG Advisors1,952$203.4K0.01%
Pure Financial Advisors, Inc.1,941$202.3K0.00%
Graypoint LLC1,919$200.0K0.01%
Gladwyn Financial Advisors, Inc.1,666$173.5K0.13%
Mount Yale Investment Advisors, LLC1,222$127.3K0.01%
Volterra Technologies LP1,188$123.8K0.17%
RMG Wealth Management LLC1,059$113.9K0.02%
MUFG Securities EMEA plc936$97.5K0.00%
Virtus ETF Advisers LLC870$90.7K0.06%
Loomis Sayles & Co L P826$86.1K0.00%
Onefund, LLC830$86.0K0.06%
Atlantic Union Bankshares Corp740$77.1K0.00%
Oliver Lagore Vanvalin Investment Group578$63.0K0.02%
Simplex Trading, LLC547$56.0K0.00%
Hoey Investments, Inc423$44.1K0.01%
Aventus Investment Advisors, Inc.380$39.6K0.04%
LOM Asset Management Ltd265$28.0K0.01%
Osterweis Capital Management Inc262$27.3K0.00%
Bayforest Capital Ltd246$25.6K0.01%
CoreFirst Bank & Trust245$25.5K0.01%
Scarborough Advisors, LLC230$24.0K0.00%
Clear Street Markets LLC215$22.4K0.01%
GoalVest Advisory LLC190$19.8K0.00%
Hoese & Co LLP180$18.8K0.02%
Quintet Private Bank (Europe) S.A.140$14.6K0.00%
Strategic Wealth Partners, Ltd.109$11.4K0.00%
Twin Peaks Wealth Advisors, LLC99$10.8K0.00%
PFS Partners, LLC101$10.5K0.01%
Evolution Wealth Management Inc.94$9.80K0.01%
Stone House Investment Management, LLC90$9.38K0.00%
Total Investment Management Inc82$8.51K0.00%
Bellwether Advisors, LLC79$8.23K0.00%
Marshall & Sterling Wealth Advisors Inc.74$7.71K0.01%
Howard Hughes Medical Institute68$7.09K0.00%
Legacy Investment Solutions, LLC62$6.46K0.00%
Mid-American Wealth Advisory Group, Inc.62$6.46K0.00%
GFG Capital, LLC60$6.25K0.00%
Silicon Valley Capital Partners55$5.73K0.00%
Essential Partners LLC49$5.11K0.00%

Sold out (107)

Institutions that held Wec Energy Group, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 107 by value.

Institutions that sold out of WEC in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Adams Diversified Equity Fund, Inc.161,600$17.6M
NFJ Investment Group, LLC132,617$14.5M
Jane Street Group, LLC117,457$12.8M
Adage Capital Partners GP, L.L.C.114,908$12.5M
Corebridge Financial, Inc.86,057$9.38M
HRT Financial LP68,047$7.42M
CIBC World Markets Inc.39,228$4.28M
XTX Topco Ltd30,286$3.30M
SPX Equities Gestao de Recursos Ltda30,000$3.27M
Element Capital Management LLC25,778$2.81M
Cubist Systematic Strategies, LLC19,792$2.16M
Allstate Corp19,722$2.15M
Jefferies Financial Group Inc.19,391$2.11M
Nomura Holdings Inc17,384$1.89M
Schonfeld Strategic Advisors LLC17,099$1.86M
Two Sigma Investments, LP15,400$1.68M
Price Capital Management, Inc.13,840$1.51M
Opus Investment Management Inc10,000$1.09M
Skandinaviska Enskilda Banken AB (publ)9,629$1.05M
Trexquant Investment LP9,318$1.02M
PGGM Investments8,421$918.0K
Occudo Quantitative Strategies LP8,000$860.4K
United Services Automobile Association7,528$809.6K
Dynamic Technology Lab Private Ltd7,351$801.0K
Claro Advisors LLC7,035$766.7K
Neo Ivy Capital Management6,580$717.1K
Alaska Permanent Fund Corp5,825$638.0K
Aurora Investment Counsel5,749$626.5K
Point72 Asia (Singapore) Pte. Ltd.5,709$622.2K
Peak Financial Advisors LLC5,339$581.8K
Boothbay Fund Management, LLC5,332$581.1K
Entropy Technologies, LP5,300$577.6K
Gsa Capital Partners LLP5,251$572.0K
Fullerton Fund Management Co Ltd.5,058$551.2K
Zhang Financial LLC4,967$541.3K
Lifeworks Advisors, LLC4,523$492.9K
Abc Arbitrage SA3,816$415.9K
Chilton Investment Co LLC3,702$403.4K
Transcend Wealth Collective, LLC3,676$400.6K
AssuredPartners Investment Advisors, LLC3,407$371.3K
Renaissance Technologies LLC3,400$370.5K
Covalis Capital LLP3,282$357.7K
New Century Financial Group, LLC3,084$336.1K
International Assets Investment Management, LLC3,084$336.1K
CRA Financial Services, LLC3,051$332.5K
Evexia Wealth LLC3,158$329.6K
Optas, LLC3,022$329.3K
Blueshift Asset Management, LLC2,918$318.0K
Procyon Private Wealth Partners, LLC2,840$309.5K
DRW Securities, LLC2,813$306.6K
Boston Private Wealth LLC2,692$293.4K
StoneX Group Inc.2,658$289.7K
SummitTX Capital, L.P.2,502$272.7K
Financial Counselors Inc2,464$268.5K
Exchange Capital Management, Inc.2,182$237.8K
Good Steward Wealth Advisors,LLC2,166$236.1K
Evergreen Capital Management LLC2,121$231.1K
Pacific Capital Wealth Advisors, Inc2,111$230.1K
Marshall Financial Group LLC2,066$225.2K
Strategic Financial Concepts, LLC2,039$222.2K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2,026$220.8K
First County Bank1,986$216.4K
Fisher Asset Management, LLC1,950$212.6K
Walter & Keenan Financial Consulting Co1,923$209.6K
Boston Research & Management Inc1,902$207.3K
Defined Wealth Management, LLC1,902$207.3K
Bill Few Associates, Inc.1,900$207.1K
Equitable Trust Co1,887$205.6K
Community Bank & Trust, Waco, Texas1,868$204.0K
Baker Tilly Wealth Management, LLC1,860$202.7K
First Fiduciary Investment Counsel, Inc.1,850$202.0K
Synovus Financial Corp1,851$201.7K
Clark Asset Management, LLC1,847$201.3K
Finward Bancorp1,843$200.9K
CM Wealth Advisors LLC1,840$200.5K
Hexagon Capital Partners LLC1,528$166.5K
Quent Capital, LLC1,235$134.6K
Glass Jacobson Investment Advisors llc1,188$111.7K
Wayfinding Financial, LLC953$103.0K
Trust Co588$64.1K
Quarry LP505$55.0K
Richards, Merrill & Peterson, Inc.450$49.0K
Vestor Capital, LLC372$41.0K
Global X Japan Co., Ltd.159$17.3K
Saudi Central Bank124$13.5K
Washington Trust Co112$12.2K
Wiser Advisor Group LLC111$12.1K
Capital Analysts, LLC106$12.0K
Caldwell Sutter Capital, Inc.100$10.9K
Atala Financial Inc93$10.1K
Synergy Investment Management, LLC91$9.93K
Global Financial Private Client, LLC78$8.50K
PFG Private Wealth Management, LLC72$7.85K
Carolinas Wealth Consulting LLC61$6.65K
City Holding Co55$5.99K
Ruedi Wealth Management, Inc.34$3.71K
Northwest Capital Management Inc27$2.94K
ESL Trust Services, LLC23$2.51K
MCF Advisors LLC21$2.29K
Greenline Partners, LLC20$2.18K

Not filed for Q2 2025 yet (17)

Institutions that held Wec Energy Group, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding WEC in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Orion Portfolio Solutions, LLC51,259$5.59M
Credit Agricole S A49,432$5.39M
Glenmede Trust Co NA39,458$4.30M
Rakuten Investment Management, Inc.29,000$3.12M
Mizuho Securities USA LLC25,437$2.77M
Sabal Trust CO17,320$1.89M
Morningstar Investment Services LLC14,011$1.53M
Marcum Wealth, LLC7,416$808.2K
Sheaff Brock Investment Advisors, LLC7,209$785.6K
CAPROCK Group, Inc.5,200$566.8K
Callan Capital, LLC3,845$419.0K
Bremer Bank National Association2,993$326.2K
Centre Asset Management, LLC2,330$254.0K
Sandy Spring Bank915$99.7K
Lindbrook Capital, LLC804$87.6K
Nova Wealth Management, Inc.234$25.5K
JCIC Asset Management Inc.4$436