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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 22,984 | $2.39M | 0.07% | +658+2.9% | Added |
| Broadwater Capital Management LLC | 2,417,440 | $2.42M | 1.88% | +2,394,240+10,320.0% | Added |
| Quantbot Technologies LP | 23,250 | $2.42M | 0.06% | +22,703+4,150.5% | Added |
| Empowered Funds, LLC | 23,290 | $2.43M | 0.03% | +6,592+39.5% | Added |
| Smith Group Asset Management, LLC | 23,440 | $2.44M | 0.16% | −4,560−16.3% | Reduced |
| Lido Advisors, LLC | 23,465 | $2.45M | 0.01% | +959+4.3% | Added |
| Polymer Capital Management (US) LLC | 23,479 | $2.45M | 0.40% | +20,190+613.9% | Added |
| Intech Investment Management LLC | 23,512 | $2.45M | 0.02% | +963+4.3% | Added |
| Associated Banc-Corp | 23,986 | $2.50M | 0.07% | +1,557+6.9% | Added |
| Pensionmark Financial Group, LLC | 24,087 | $2.51M | 0.06% | +3,319+16.0% | Added |
| Meritage Portfolio Management | 24,244 | $2.53M | 0.16% | −528−2.1% | Reduced |
| Semmax Financial Advisors Inc. | 23,229 | $2.56M | 0.66% | +448+2.0% | Added |
| Penobscot Investment Management Company, Inc. | 24,744 | $2.58M | 0.22% | +370+1.5% | Added |
| Mesirow Financial Investment Management, Inc. | 24,801 | $2.58M | 0.05% | −23,213−48.3% | Reduced |
| J.W. Cole Advisors, Inc. | 24,929 | $2.60M | 0.06% | +372+1.5% | Added |
| Trilogy Capital Inc. | 24,971 | $2.60M | 0.13% | +24,971 | New |
| Shakespeare Wealth Management, Inc. | 25,384 | $2.65M | 0.71% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 25,400 | $2.65M | 0.03% | +5,349+26.7% | Added |
| Principal Securities, Inc. | 25,623 | $2.67M | 0.05% | +2,001+8.5% | Added |
| Brown Advisory Inc | 25,757 | $2.68M | 0.00% | −155−0.6% | Reduced |
| HighPoint Advisor Group LLC | 25,910 | $2.70M | 0.14% | −433−1.6% | Reduced |
| Patton Fund Management, Inc. | 25,938 | $2.70M | 0.59% | +25,938 | New |
| Vident Advisory, LLC | 26,227 | $2.73M | 0.03% | +1,438+5.8% | Added |
| Level Four Advisory Services, LLC | 26,247 | $2.73M | 0.10% | −4,344−14.2% | Reduced |
| Bokf, NA | 26,659 | $2.78M | 0.04% | −440−1.6% | Reduced |
| Private Advisor Group, LLC | 26,746 | $2.79M | 0.02% | +200+0.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,811 | $2.79M | 1.23% | +364+1.4% | Added |
| apricus wealth, LLC | 26,850 | $2.80M | 1.63% | +1,700+6.8% | Added |
| Rothschild Investment LLC | 26,929 | $2.81M | 0.18% | −20.0% | Reduced |
| Mercer Global Advisors Inc | 27,221 | $2.84M | 0.01% | +39+0.1% | Added |
| Lantz Financial LLC | 27,410 | $2.86M | 0.71% | −282−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 27,553 | $2.87M | 0.05% | +300+1.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 27,952 | $2.91M | 0.06% | +6,128+28.1% | Added |
| Concurrent Investment Advisors, LLC | 28,299 | $2.95M | 0.06% | +5,648+24.9% | Added |
| Pinebridge Investments, L.P. | 28,438 | $2.96M | 0.02% | +28,438 | New |
| Metis Global Partners, LLC | 28,721 | $2.99M | 0.08% | +2,034+7.6% | Added |
| Centiva Capital, LP | 29,132 | $3.04M | 0.20% | +29,132 | New |
| Marietta Investment Partners LLC | 29,736 | $3.10M | 0.68% | +15,900+114.9% | Added |
| UniSuper Management Pty Ltd | 29,814 | $3.11M | 0.02% | −20−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 30,018 | $3.13M | 0.09% | −1,000−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 30,059 | $3.13M | 0.01% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 30,264 | $3.15M | 0.25% | −161−0.5% | Reduced |
| TD Private Client Wealth LLC | 30,316 | $3.16M | 0.08% | −1,228−3.9% | Reduced |
| Prosperity Consulting Group, LLC | 30,412 | $3.17M | 0.23% | −1,309−4.1% | Reduced |
| Colony Group, LLC | 30,418 | $3.17M | 0.01% | +8,490+38.7% | Added |
| Pathstone Holdings, LLC | 30,875 | $3.22M | 0.01% | +2,921+10.4% | Added |
| Cincinnati Casualty Co | 31,000 | $3.23M | 1.71% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 31,031 | $3.23M | 0.14% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 29,329 | $3.27M | 0.06% | +4,388+17.6% | Added |
| Kestra Advisory Services, LLC | 31,515 | $3.28M | 0.02% | +4,852+18.2% | Added |
| Captrust Financial Advisors | 31,729 | $3.31M | 0.01% | +1,584+5.3% | Added |
| Belpointe Asset Management LLC | 31,829 | $3.32M | 0.14% | +1,944+6.5% | Added |
| Castellan Group, LLC | 32,434 | $3.38M | 0.62% | +1,907+6.2% | Added |
| Premier Fund Managers Ltd | 33,000 | $3.40M | 0.12% | +3,000+10.0% | Added |
| KBC Group NV | 32,983 | $3.44M | 0.01% | +6,652+25.3% | Added |
| Brentview Investment Management LLC | 33,452 | $3.49M | 1.76% | −576−1.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 34,226 | $3.57M | 0.14% | +949+2.9% | Added |
| Rafferty Asset Management, LLC | 34,296 | $3.57M | 0.01% | +5,710+20.0% | Added |
| First American Bank | 34,371 | $3.58M | 0.25% | +1,642+5.0% | Added |
| Woodline Partners LP | 34,520 | $3.60M | 0.02% | +7,681+28.6% | Added |
| Kestra Private Wealth Services, LLC | 34,937 | $3.64M | 0.05% | +479+1.4% | Added |
| Caption Management, LLC | 35,000 | $3.65M | 0.33% | +35,000 | New |
| Zions Bancorporation, National Association | 35,044 | $3.65M | 0.20% | −233−0.7% | Reduced |
| N.E.W. Advisory Services LLC | 35,135 | $3.66M | 0.36% | −5,026−12.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,496 | $3.70M | 0.08% | −1,573−4.2% | Reduced |
| Mackenzie Financial Corp | 35,529 | $3.70M | 0.00% | −17,233−32.7% | Reduced |
| Johnson Financial Group, Inc. | 35,602 | $3.71M | 0.17% | +1,001+2.9% | Added |
| State of Alaska, Department of Revenue | 35,830 | $3.73M | 0.04% | −1,400−3.8% | Reduced |
| Somerset Trust Co | 35,826 | $3.73M | 1.22% | −65−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,345 | $3.79M | 0.03% | +1,599+4.6% | Added |
| Mutual of America Capital Management LLC | 36,592 | $3.81M | 0.04% | −344−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 36,976 | $3.85M | 0.01% | +3,671+11.0% | Added |
| United Capital Management of KS, Inc. | 37,304 | $3.89M | 0.61% | +668+1.8% | Added |
| Investment Management Corp of Ontario | 37,396 | $3.90M | 0.06% | −52,355−58.3% | Reduced |
| Richard C. Young & CO., LTD. | 37,715 | $3.93M | 0.39% | +1,405+3.9% | Added |
| Alliance Wealth Advisors, LLC | 37,787 | $3.94M | 0.97% | +816+2.2% | Added |
| Swiss Life Asset Management Ltd | 37,795 | $3.94M | 0.02% | −34,944−48.0% | Reduced |
| Alta Capital Management LLC | 37,850 | $3.94M | 0.22% | −1,996−5.0% | Reduced |
| Glenmede Investment Management, LP | 37,973 | $3.96M | 0.02% | +37,973 | New |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 39,050 | $4.07M | 0.13% | −20,950−34.9% | Reduced |
| Nicholas Company, Inc. | 39,760 | $4.14M | 0.07% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 39,811 | $4.15M | 0.44% | +1,825+4.8% | Added |
| CIBC World Markets Corp | 40,159 | $4.18M | 0.03% | +1,901+5.0% | Added |
| USS Investment Management Ltd | 40,180 | $4.19M | 0.03% | +22,802+131.2% | Added |
| Ci Investments Inc. | 40,253 | $4.19M | 0.02% | +31,470+358.3% | Added |
| Nissay Asset Management Corp | 40,339 | $4.20M | 0.02% | +579+1.5% | Added |
| Pacer Advisors, Inc. | 40,633 | $4.23M | 0.01% | +11,231+38.2% | Added |
| Dorsey & Whitney Trust CO LLC | 40,781 | $4.25M | 0.22% | +11,729+40.4% | Added |
| Regions Financial Corp | 41,014 | $4.27M | 0.03% | +7,789+23.4% | Added |
| Rockefeller Capital Management L.P. | 41,031 | $4.28M | 0.01% | +10,511+34.4% | Added |
| Foundations Investment Advisors, LLC | 41,280 | $4.30M | 0.07% | +28,830+231.6% | Added |
| JustInvest LLC | 41,253 | $4.30M | 0.05% | +8,873+27.4% | Added |
| Morton Community Bank | 41,555 | $4.33M | 1.08% | +1,290+3.2% | Added |
| Blair William & Co | 41,998 | $4.38M | 0.01% | −1,052−2.4% | Reduced |
| Bright Rock Capital Management, LLC | 42,000 | $4.38M | 0.89% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 42,249 | $4.40M | 0.16% | +996+2.4% | Added |
| Keebeck Wealth Management, LLC | 42,507 | $4.43M | 0.58% | +14,871+53.8% | Added |
| Sone Capital Management, LLC | 42,606 | $4.44M | 0.41% | +21,683+103.6% | Added |
| Options Solutions, LLC | 43,000 | $4.48M | 1.61% | 00.0% | Unchanged |