Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in Wec Energy Group, Inc. as of Jun 30, 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: 1,258; +5 vs. Q1 2025
Shares held: 266.5M; +6.12M (+2.4%) vs. Q1 2025
Total value: $27.5B; −$856.1M (−3.0%) vs. Q1 2025
New holders: 112; 531 more added
Sold out: 107; 385 more reduced

17 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,258 institutions

Value heldQ2 2025: $27.5B

Institutions holding WEC and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q1 2025.

Institutions holding WEC in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Signature Resources Capital Management, LLC	2	$208	0.00%	+2	New
IMA Wealth, Inc.	3	$313	0.00%	+3	New
Tortoise Investment Management, LLC	3	$313	0.00%	+3	New
Quaker Wealth Management, LLC	3	$313	0.00%	+3	New
NVWM, LLC	5	$521	0.00%	−5−50.0%	Reduced
Quest 10 Wealth Builders, Inc.	5	$521	0.00%	−3−37.5%	Reduced
American Capital Advisory, LLC	6	$626	0.00%	+3+100.0%	Added
HFM Investment Advisors, LLC	7	$729	0.00%	+4+133.3%	Added
Cheviot Value Management, LLC	8	$883	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	9	$938	0.00%	+5+125.0%	Added
Bare Financial Services, Inc	9	$938	0.00%	+9	New
Principia Wealth Advisory, LLC	10	$1.04K	0.00%	+3+42.9%	Added
SJS Investment Consulting Inc.	11	$1.15K	0.00%	−8−42.1%	Reduced
S&T Bank	12	$1.25K	0.00%	+12	New
YANKCOM Partnership	12	$1.25K	0.00%	+12	New
Kayne Anderson Rudnick Investment Management LLC	13	$1.35K	0.00%	+9+225.0%	Added
Dogwood Wealth Management LLC	15	$1.55K	0.00%	+3+25.0%	Added
Aspect Partners, LLC	15	$1.56K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	15	$1.56K	0.00%	+7+87.5%	Added
Logan Capital Management Inc	15	$1.60K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	16	$1.67K	0.00%	−21−56.8%	Reduced
Clark Wealth Partners	17	$1.77K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	17	$1.77K	0.00%	+17	New
Pineridge Advisors LLC	18	$1.92K	0.00%	00.0%	Unchanged
Wealth Preservation Advisors, LLC	19	$1.98K	0.00%	−5−20.8%	Reduced
Penserra Capital Management LLC	27	$2.00K	0.00%	−8,452−99.7%	Reduced
Centerpoint Advisors, LLC	18	$2.00K	0.00%	+18	New
DAGCO, Inc.	20	$2.08K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	20	$2.08K	0.00%	+9+81.8%	Added
Archer Investment Corp	21	$2.16K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	21	$2.19K	0.00%	+21	New
Kilter Group LLC	24	$2.50K	0.00%	+24	New
Missouri Trust & Investment Co	26	$2.71K	0.00%	00.0%	Unchanged
McIlrath & Eck, LLC	27	$2.81K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	29	$3.02K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	29	$3.02K	0.00%	+16+123.1%	Added
WealthTrak Capital Management LLC	30	$3.13K	0.00%	+5+20.0%	Added
Highline Wealth Partners LLC	31	$3.23K	0.00%	−2−6.1%	Reduced
Global Trust Asset Management, LLC	32	$3.33K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	34	$3.54K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	34	$3.54K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	34	$3.54K	0.00%	00.0%	Unchanged
IMG Wealth Management, Inc.	36	$3.75K	0.00%	+36	New
Wood Tarver Financial Group, LLC	45	$4.00K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	40	$4.00K	0.00%	00.0%	Unchanged
South State Corp.	40	$4.17K	0.00%	−98−71.0%	Reduced
Glen Eagle Advisors, LLC	40	$4.17K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	44	$4.57K	0.00%	+1+2.3%	Added
Atlantic Edge Private Wealth Management, LLC	45	$4.69K	0.00%	00.0%	Unchanged
Sunbelt Securities, Inc.	51	$4.80K	0.00%	−1,339−96.3%	Reduced
Investors Research Corp	47	$4.90K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	47	$4.90K	0.00%	−9−16.1%	Reduced
Keener Financial Planning LLC	50	$5.00K	0.00%	00.0%	Unchanged
Avion Wealth	57	$5.00K	0.00%	+28+96.6%	Added
Essential Partners LLC	49	$5.11K	0.00%	+49	New
Barnes Dennig Private Wealth Management LLC	53	$5.52K	0.01%	00.0%	Unchanged
Whipplewood Advisors, LLC	54	$5.63K	0.00%	+46+575.0%	Added
Silicon Valley Capital Partners	55	$5.73K	0.00%	+55	New
Abound Wealth Management	55	$5.75K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	56	$5.83K	0.00%	+34+154.5%	Added
1620 Investment Advisors, Inc.	59	$6.15K	0.00%	00.0%	Unchanged
GFG Capital, LLC	60	$6.25K	0.00%	+60	New
Reyes Financial Architecture, Inc.	61	$6.36K	0.01%	00.0%	Unchanged
Mid-American Wealth Advisory Group, Inc.	62	$6.46K	0.00%	+62	New
Legacy Wealth Managment, LLC	62	$6.46K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	62	$6.46K	0.00%	+62	New
Darwin Advisors, LLC	64	$6.67K	0.00%	00.0%	Unchanged
LRI Investments, LLC	67	$6.98K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	67	$6.98K	0.00%	00.0%	Unchanged
Horizon Bancorp Inc	68	$7.00K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	68	$7.09K	0.00%	+68	New
Golden State Wealth Management, LLC	71	$7.40K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	74	$7.71K	0.01%	+74	New
Harbor Investment Advisory, LLC	79	$8.23K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	79	$8.23K	0.00%	+79	New
Murphy & Mullick Capital Management Corp	80	$8.32K	0.01%	+1+1.3%	Added
Richard W. Paul & Associates, LLC	80	$8.34K	0.00%	−1−1.2%	Reduced
Sierra Ocean, LLC	81	$8.45K	0.01%	−50−38.2%	Reduced
Total Investment Management Inc	82	$8.51K	0.00%	+82	New
Solstein Capital, LLC	82	$8.54K	0.00%	00.0%	Unchanged
Activest Wealth Management	83	$8.65K	0.00%	−1−1.2%	Reduced
LFA - Lugano Financial Advisors SA	85	$8.86K	0.01%	00.0%	Unchanged
McCarthy Grittinger Financial Group, LLC	89	$9.27K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	90	$9.38K	0.00%	+90	New
Evolution Wealth Management Inc.	94	$9.80K	0.01%	+94	New
Hazlett, Burt & Watson, Inc.	96	$10.0K	0.00%	−85−47.0%	Reduced
JFS Wealth Advisors, LLC	97	$10.1K	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	99	$10.3K	0.01%	00.0%	Unchanged
Chilton Capital Management LLC	100	$10.4K	0.00%	−58−36.7%	Reduced
HighMark Wealth Management LLC	100	$10.4K	0.01%	00.0%	Unchanged
PFS Partners, LLC	101	$10.5K	0.01%	+101	New
Front Row Advisors LLC	102	$10.6K	0.00%	00.0%	Unchanged
Twin Peaks Wealth Advisors, LLC	99	$10.8K	0.00%	+99	New
Mendota Financial Group, LLC	105	$10.9K	0.01%	00.0%	Unchanged
Lazard Asset Management LLC	115	$11.0K	0.00%	+8+7.5%	Added
Key Financial Inc	106	$11.0K	0.00%	00.0%	Unchanged
Sittner & Nelson, LLC	107	$11.1K	0.00%	00.0%	Unchanged
Sachetta, LLC	109	$11.4K	0.00%	+29+36.3%	Added
Strategic Wealth Partners, Ltd.	109	$11.4K	0.00%	+109	New
DHJJ Financial Advisors, Ltd.	112	$11.7K	0.00%	00.0%	Unchanged