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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 114 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 117 | $12.1K | 0.00% | +90+333.3% | Added |
| Kimelman & Baird, LLC | 116 | $12.1K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 120 | $12.5K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 126 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 128 | $13.3K | 0.01% | −1,599−92.6% | Reduced |
| Raffa Wealth Management, LLC | 132 | $13.8K | 0.00% | +92+230.0% | Added |
| Midwest Capital Advisors, LLC | 136 | $14.2K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 136 | $14.2K | 0.00% | +59+76.6% | Added |
| Christopher J. Hasenberg, Inc | 137 | $14.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 139 | $14.5K | 0.00% | +105+308.8% | Added |
| Quintet Private Bank (Europe) S.A. | 140 | $14.6K | 0.00% | +140 | New |
| Cornerstone Planning Group LLC | 135 | $14.8K | 0.00% | −54−28.6% | Reduced |
| Fortitude Family Office, LLC | 146 | $15.2K | 0.01% | +33+29.2% | Added |
| SBI Securities Co., Ltd. | 148 | $15.4K | 0.00% | +12+8.8% | Added |
| Costello Asset Management, INC | 154 | $16.1K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 166 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 180 | $18.8K | 0.02% | +180 | New |
| Briaud Financial Planning, Inc | 184 | $19.0K | 0.01% | +70+61.4% | Added |
| GoalVest Advisory LLC | 190 | $19.8K | 0.00% | +190 | New |
| MV Capital Management, Inc. | 192 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 193 | $20.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 196 | $20.4K | 0.00% | +16+8.9% | Added |
| Bank of New Hampshire | 200 | $20.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 203 | $21.2K | 0.00% | −8−3.8% | Reduced |
| Alpine Bank Wealth Management | 214 | $22.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 215 | $22.4K | 0.01% | +215 | New |
| Hemington Wealth Management | 224 | $23.0K | 0.00% | +24+12.0% | Added |
| Gen-Wealth Partners Inc | 225 | $23.4K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 228 | $23.8K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 230 | $24.0K | 0.00% | +230 | New |
| Truvestments Capital LLC | 233 | $24.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 244 | $25.0K | 0.01% | +4+1.7% | Added |
| Opal Wealth Advisors, LLC | 240 | $25.0K | 0.01% | −50−17.2% | Reduced |
| CoreFirst Bank & Trust | 245 | $25.5K | 0.01% | +245 | New |
| Bayforest Capital Ltd | 246 | $25.6K | 0.01% | +246 | New |
| Grove Bank & Trust | 250 | $26.1K | 0.00% | +86+52.4% | Added |
| Rosenberg Matthew Hamilton | 252 | $26.3K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 313 | $26.3K | 0.30% | +307+5,116.7% | Added |
| Hughes Financial Services, LLC | 242 | $26.6K | 0.00% | −15−5.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 256 | $26.7K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 261 | $27.2K | 0.00% | −44−14.4% | Reduced |
| Princeton Global Asset Management LLC | 262 | $27.3K | 0.00% | +1+0.4% | Added |
| Osterweis Capital Management Inc | 262 | $27.3K | 0.00% | +262 | New |
| LOM Asset Management Ltd | 265 | $28.0K | 0.01% | +265 | New |
| Prudent Man Investment Management, Inc. | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 278 | $29.0K | 0.01% | +202+265.8% | Added |
| Atlantic Private Wealth, LLC | 287 | $29.9K | 0.02% | +3+1.1% | Added |
| Silvant Capital Management LLC | 290 | $30.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 305 | $31.8K | 0.00% | +115+60.5% | Added |
| Peoples Financial Services Corp. | 326 | $34.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 328 | $34.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 315 | $34.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 328 | $34.4K | 0.01% | +130+65.7% | Added |
| Center for Financial Planning, Inc. | 333 | $34.7K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 332 | $34.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $35.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $35.7K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 349 | $36.4K | 0.00% | −8,471−96.0% | Reduced |
| CVA Family Office, LLC | 351 | $36.6K | 0.01% | +16+4.8% | Added |
| Whittier Trust Co | 359 | $37.4K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 372 | $38.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 372 | $38.8K | 0.02% | +224+151.4% | Added |
| Piscataqua Savings Bank | 378 | $39.4K | 0.03% | −81−17.6% | Reduced |
| Creekmur Asset Management LLC | 378 | $39.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 378 | $39.4K | 0.03% | +59+18.5% | Added |
| Aventus Investment Advisors, Inc. | 380 | $39.6K | 0.04% | +380 | New |
| Maryland Capital Advisors Inc. | 398 | $41.5K | 0.02% | −20−4.8% | Reduced |
| William B. Walkup & Associates, Inc. | 398 | $41.5K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $41.7K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 403 | $42.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 423 | $44.1K | 0.01% | +423 | New |
| Spire Wealth Management | 425 | $44.3K | 0.00% | −50−10.5% | Reduced |
| Essex Investment Management Co LLC | 430 | $44.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $45.8K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 445 | $46.4K | 0.03% | +13+3.0% | Added |
| Raiffeisen Bank International AG | 470 | $48.3K | 0.00% | −741−61.2% | Reduced |
| SOA Wealth Advisors, LLC. | 480 | $50.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 488 | $50.9K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $54.3K | 0.01% | −27−4.9% | Reduced |
| Perritt Capital Management Inc | 524 | $54.6K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 529 | $55.1K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 547 | $56.0K | 0.00% | +547 | New |
| Stephens Consulting, LLC | 553 | $57.6K | 0.01% | +9+1.7% | Added |
| Ancora Advisors, LLC | 554 | $57.7K | 0.00% | +200+56.5% | Added |
| CNB Bank | 564 | $58.8K | 0.03% | −2−0.4% | Reduced |
| GHP Investment Advisors, Inc. | 564 | $58.8K | 0.00% | +509+925.5% | Added |
| St. Johns Investment Management Company, LLC | 580 | $60.4K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $61.2K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 590 | $61.5K | 0.00% | −6−1.0% | Reduced |
| Salem Investment Counselors Inc | 591 | $61.6K | 0.00% | +73+14.1% | Added |
| Tanglewood Legacy Advisors, LLC | 600 | $62.5K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $62.5K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 603 | $62.8K | 0.01% | −533−46.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 578 | $63.0K | 0.02% | +578 | New |
| Hollencrest Capital Management | 612 | $63.8K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 632 | $65.9K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 639 | $66.6K | 0.02% | +156+32.3% | Added |
| Avalon Trust Co | 666 | $69.4K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 682 | $71.1K | 0.00% | −9,295−93.2% | Reduced |