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 |
|---|---|---|---|---|---|
| Robbins Farley LLC | 684 | $71.3K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 690 | $71.9K | 0.02% | −242−26.0% | Reduced |
| Strengthening Families & Communities, LLC | 694 | $72.3K | 0.04% | +9+1.3% | Added |
| NBC Securities, Inc. | 731 | $76.0K | 0.01% | −18−2.4% | Reduced |
| GW&K Investment Management, LLC | 739 | $77.0K | 0.00% | +114+18.2% | Added |
| Atlantic Union Bankshares Corp | 740 | $77.1K | 0.00% | +740 | New |
| Manchester Capital Management LLC | 742 | $77.3K | 0.01% | −2−0.3% | Reduced |
| Independence Bank of Kentucky | 756 | $78.8K | 0.01% | −100−11.7% | Reduced |
| Versant Capital Management, Inc | 757 | $78.9K | 0.01% | +3+0.4% | Added |
| OP Asset Management Ltd | 760 | $79.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 781 | $81.4K | 0.01% | +4+0.5% | Added |
| Arcadia Investment Management Corp | 800 | $83.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 809 | $84.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 830 | $86.0K | 0.06% | +830 | New |
| Barrett & Company, Inc. | 826 | $86.1K | 0.03% | +286+53.0% | Added |
| Loomis Sayles & Co L P | 826 | $86.1K | 0.00% | +826 | New |
| Mark Sheptoff Financial Planning, LLC | 840 | $87.5K | 0.05% | +100+13.5% | Added |
| Strategic Investment Solutions, Inc. | 857 | $89.2K | 0.03% | +7+0.8% | Added |
| Clean Yield Group | 867 | $90.3K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 867 | $90.3K | 0.04% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 870 | $90.7K | 0.06% | +870 | New |
| Rossby Financial, LCC | 877 | $91.4K | 0.03% | −317−26.5% | Reduced |
| Walleye Trading LLC | 877 | $91.4K | 0.00% | +350+66.4% | Added |
| FSA Wealth Management LLC | 900 | $93.8K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $94.0K | 0.01% | −41−4.3% | Reduced |
| Sentry Investment Management LLC | 909 | $94.0K | 0.05% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 907 | $94.5K | 0.00% | +380+72.1% | Added |
| Capital Advisors, Ltd. LLC | 913 | $95.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 930 | $96.9K | 0.06% | +23+2.5% | Added |
| Ameriflex Group, Inc. | 941 | $97.3K | 0.05% | +38+4.2% | Added |
| MUFG Securities EMEA plc | 936 | $97.5K | 0.00% | +936 | New |
| Prestige Wealth Management Group LLC | 975 | $101.6K | 0.02% | +2+0.2% | Added |
| TSFG, LLC | 975 | $102.0K | 0.02% | +1+0.1% | Added |
| Pinnacle Bancorp, Inc. | 982 | $102.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 990 | $103.2K | 0.00% | +276+38.7% | Added |
| NBT Bank N A | 994 | $103.6K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,018 | $106.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,054 | $109.8K | 0.02% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 1,059 | $110.3K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,062 | $110.7K | 0.00% | −191−15.2% | Reduced |
| Creative Financial Designs Inc | 1,070 | $111.5K | 0.01% | +174+19.4% | Added |
| RMG Wealth Management LLC | 1,059 | $113.9K | 0.02% | +1,059 | New |
| TD Waterhouse Canada Inc. | 1,104 | $116.0K | 0.00% | +212+23.8% | Added |
| GeoWealth Management, LLC | 1,119 | $116.6K | 0.00% | +185+19.8% | Added |
| Evermay Wealth Management LLC | 1,128 | $117.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,154 | $120.2K | 0.00% | +272+30.8% | Added |
| Hills Bank & Trust Co | 1,171 | $122.0K | 0.01% | −85−6.8% | Reduced |
| CoreCap Advisors, LLC | 1,173 | $122.3K | 0.00% | −21−1.8% | Reduced |
| Trust Co of Vermont | 1,188 | $123.8K | 0.01% | +251+26.8% | Added |
| Volterra Technologies LP | 1,188 | $123.8K | 0.17% | +1,188 | New |
| Financial Network Wealth Advisors LLC | 1,188 | $123.8K | 0.15% | +33+2.9% | Added |
| Mount Yale Investment Advisors, LLC | 1,222 | $127.3K | 0.01% | +1,222 | New |
| Operose Advisors LLC | 1,274 | $132.8K | 0.04% | +33+2.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,276 | $133.0K | 0.00% | +495+63.4% | Added |
| JNBA Financial Advisors | 1,313 | $136.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $139.4K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,380 | $143.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,430 | $149.0K | 0.01% | −4−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,538 | $160.2K | 0.02% | +213+16.1% | Added |
| St Germain D J Co Inc | 1,600 | $166.7K | 0.01% | +540+50.9% | Added |
| Cape Investment Advisory, Inc. | 1,623 | $169.1K | 0.06% | +1+0.1% | Added |
| Virtus Investment Advisers, Inc. | 1,647 | $171.6K | 0.06% | +61+3.8% | Added |
| Sound Income Strategies, LLC | 1,653 | $172.2K | 0.01% | +1,312+384.8% | Added |
| Gladwyn Financial Advisors, Inc. | 1,666 | $173.5K | 0.13% | +1,666 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,726 | $179.9K | 0.10% | +6+0.3% | Added |
| State of Wyoming | 1,762 | $183.6K | 0.02% | +95+5.7% | Added |
| CX Institutional | 1,763 | $184.0K | 0.01% | −5−0.3% | Reduced |
| Smartleaf Asset Management LLC | 1,797 | $185.4K | 0.02% | −128−6.6% | Reduced |
| First Command Advisory Services, Inc. | 1,794 | $186.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,806 | $189.2K | 0.13% | −17−0.9% | Reduced |
| Graypoint LLC | 1,919 | $200.0K | 0.01% | +1,919 | New |
| Pure Financial Advisors, Inc. | 1,941 | $202.3K | 0.00% | +1,941 | New |
| Perpetual Ltd | 1,943 | $202.5K | 0.00% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,952 | $203.4K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 1,952 | $203.4K | 0.01% | +1,952 | New |
| Dividend Assets Capital, LLC | 1,954 | $203.6K | 0.04% | −43−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 1,968 | $205.1K | 0.01% | −12−0.6% | Reduced |
| Kera Capital Partners, Inc. | 1,977 | $206.0K | 0.04% | +67+3.5% | Added |
| Spirepoint Private Client, LLC | 1,982 | $206.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,989 | $207.3K | 0.05% | +40+2.1% | Added |
| Howard Capital Management Inc. | 1,992 | $207.6K | 0.00% | +1,992 | New |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $207.7K | 0.06% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,999 | $208.3K | 0.05% | +11+0.6% | Added |
| Tompkins Financial Corp | 2,000 | $208.4K | 0.02% | 00.0% | Unchanged |
| KilterHowling LLC | 2,001 | $208.5K | 0.12% | +17+0.9% | Added |
| Freestone Grove Partners LP | 2,015 | $210.0K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2,693 | $211.3K | 0.12% | −2,372−46.8% | Reduced |
| Jump Financial, LLC | 2,033 | $211.8K | 0.00% | −11,783−85.3% | Reduced |
| MQS Management LLC | 2,033 | $211.8K | 0.12% | +2,033 | New |
| Prudent Investors Network | 2,040 | $212.6K | 0.06% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 2,042 | $212.8K | 0.12% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2,047 | $213.3K | 0.11% | +62+3.1% | Added |
| Connecticut Wealth Management, LLC | 2,076 | $216.3K | 0.01% | +9+0.4% | Added |
| Tyche Wealth Partners LLC | 2,079 | $216.6K | 0.04% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,082 | $216.9K | 0.13% | −200−8.8% | Reduced |
| Neville Rodie & Shaw Inc | 2,078 | $217.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,075 | $217.4K | 0.05% | −179−7.9% | Reduced |
| Trust Co of Virginia | 2,095 | $218.3K | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,119 | $220.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $222.3K | 0.36% | −1,967−48.0% | Reduced |