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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 2,138 | $222.8K | 0.01% | +69+3.3% | Added |
| Flagship Harbor Advisors, LLC | 2,143 | $223.3K | 0.01% | −168−7.3% | Reduced |
| Duncker Streett & Co Inc | 2,144 | $223.4K | 0.04% | −338−13.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,157 | $224.8K | 0.25% | −425−16.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 2,160 | $225.1K | 0.03% | −35−1.6% | Reduced |
| Hager Investment Management Services, LLC | 2,170 | $226.1K | 0.13% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 2,177 | $226.8K | 0.56% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,177 | $226.8K | 0.12% | +23+1.1% | Added |
| WealthShield Partners, LLC | 2,179 | $227.1K | 0.03% | +2,179 | New |
| Trust Point Inc. | 2,186 | $227.8K | 0.02% | +228+11.6% | Added |
| Asset Dedication, LLC | 2,186 | $227.8K | 0.02% | +1,845+541.1% | Added |
| Second Line Capital, LLC | 2,193 | $228.5K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,194 | $228.6K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $228.9K | 0.04% | −48−2.1% | Reduced |
| Capital Management Corp | 2,200 | $229.2K | 0.04% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,202 | $229.4K | 0.06% | −82−3.6% | Reduced |
| Perkins Coie Trust Co | 2,202 | $229.4K | 0.04% | −3−0.1% | Reduced |
| Mather Group, LLC. | 2,203 | $229.5K | 0.00% | +540+32.5% | Added |
| Lockerman Financial Group, Inc. | 2,231 | $232.5K | 0.31% | −3−0.1% | Reduced |
| Scott Marsh Financial, LLC | 2,232 | $232.5K | 0.09% | +2,232 | New |
| Howe & Rusling Inc | 2,238 | $233.2K | 0.02% | +115+5.4% | Added |
| VisionPoint Advisory Group, LLC | 2,245 | $233.9K | 0.05% | +2,245 | New |
| Essex Savings Bank | 2,246 | $234.0K | 0.06% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 2,258 | $235.3K | 0.01% | −4,060−64.3% | Reduced |
| RDA Financial Network | 2,289 | $238.5K | 0.06% | −71−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,299 | $239.6K | 0.01% | +562+32.4% | Added |
| Monetary Management Group Inc | 2,300 | $239.7K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,300 | $239.7K | 0.02% | +11+0.5% | Added |
| Tower Wealth Partners, Inc. | 2,302 | $239.9K | 0.14% | +44+1.9% | Added |
| Martingale Asset Management L P | 2,303 | $240.0K | 0.01% | +2,303 | New |
| Drive Wealth Management, LLC | 2,303 | $240.0K | 0.05% | +2,303 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $240.0K | 0.08% | 00.0% | Unchanged |
| LCNB Corp | 2,318 | $241.5K | 0.08% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,307 | $241.7K | 0.04% | +81+3.6% | Added |
| Brighton Jones LLC | 2,339 | $243.7K | 0.01% | +149+6.8% | Added |
| Liberty Wealth Management LLC | 2,340 | $243.8K | 0.04% | +26+1.1% | Added |
| Essex Financial Services, Inc. | 2,363 | $246.2K | 0.02% | +296+14.3% | Added |
| Peapack Gladstone Financial Corp | 2,375 | $247.0K | 0.00% | −4,147−63.6% | Reduced |
| OneAscent Financial Services LLC | 2,369 | $247.0K | 0.02% | −21−0.9% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $247.9K | 0.00% | 00.0% | Unchanged |
| Planning Center, Inc. | 2,383 | $248.3K | 0.03% | +10.0% | Added |
| Keystone Financial Group, Inc. | 2,307 | $248.7K | 0.16% | +7+0.3% | Added |
| Midwest Trust Co | 2,387 | $248.7K | 0.00% | +2,387 | New |
| ICONIQ Capital, LLC | 2,389 | $248.9K | 0.00% | +50+2.1% | Added |
| Ariston Services Group | 2,401 | $250.2K | 0.18% | +178+8.0% | Added |
| CFS Investment Advisory Services, LLC | 2,410 | $251.0K | 0.02% | +148+6.5% | Added |
| Busey Wealth Management | 2,422 | $252.4K | 0.01% | −5−0.2% | Reduced |
| Roman Butler Fullerton & Co | 2,310 | $253.0K | 0.07% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,432 | $253.4K | 0.03% | −543−18.3% | Reduced |
| Ossiam | 2,434 | $253.6K | 0.00% | +446+22.4% | Added |
| Code Waechter LLC | 2,446 | $254.9K | 0.18% | +2,446 | New |
| Glenview Trust Co | 2,453 | $255.6K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 2,457 | $256.0K | 0.07% | 00.0% | Unchanged |
| Voleon Capital Management LP | 2,461 | $256.4K | 0.01% | +2,461 | New |
| Ieq Capital, LLC | 2,461 | $256.5K | 0.00% | +217+9.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $256.8K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,464 | $256.8K | 0.09% | +194+8.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,465 | $256.9K | 0.10% | −50−2.0% | Reduced |
| John G Ullman & Associates Inc | 2,466 | $257.0K | 0.04% | −14−0.6% | Reduced |
| Trustmark National Bank Trust Department | 2,471 | $257.5K | 0.02% | +2,471 | New |
| Argent Trust Co | 2,472 | $257.6K | 0.01% | −170−6.4% | Reduced |
| Integris Wealth Management, LLC | 2,477 | $258.1K | 0.07% | 00.0% | Unchanged |
| First Western Trust Bank | 2,490 | $259.5K | 0.01% | +2,490 | New |
| Chicago Partners Investment Group LLC | 2,388 | $260.4K | 0.01% | +398+20.0% | Added |
| Atticus Wealth Management, LLC | 2,503 | $260.8K | 0.07% | +2,293+1,091.9% | Added |
| Great Lakes Advisors, LLC | 2,511 | $261.6K | 0.00% | −928−27.0% | Reduced |
| Gateway Wealth Partners, LLC | 2,519 | $262.4K | 0.05% | +197+8.5% | Added |
| PUREfi Wealth, LLC | 2,531 | $263.7K | 0.21% | +2,531 | New |
| Hilltop Partners LLC | 2,539 | $264.6K | 0.08% | +169+7.1% | Added |
| Norris Perne & French LLP | 2,542 | $264.9K | 0.02% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,551 | $265.8K | 0.02% | −315−11.0% | Reduced |
| Oxbow Advisors, LLC | 2,553 | $266.0K | 0.03% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 2,559 | $266.6K | 0.12% | +2,559 | New |
| Massmutual Trust Co FSB | 2,561 | $266.9K | 0.01% | +78+3.1% | Added |
| Pinnacle West Asset Management, Inc. | 2,565 | $267.0K | 0.18% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,569 | $267.7K | 0.05% | +2,569 | New |
| Steigerwald, Gordon & Koch Inc. | 2,570 | $267.8K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,571 | $267.9K | 0.24% | −113−4.2% | Reduced |
| Titleist Asset Management, LLC | 2,576 | $268.4K | 0.03% | +2,576 | New |
| Brown Capital Management LLC | 2,582 | $269.0K | 0.01% | −5,800−69.2% | Reduced |
| Capital Investment Services of America, Inc. | 2,586 | $269.5K | 0.02% | −100−3.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,586 | $269.5K | 0.06% | −145−5.3% | Reduced |
| FSM Wealth Advisors, LLC | 2,596 | $270.8K | 0.04% | +2,596 | New |
| Parkside Financial Bank & Trust | 2,610 | $272.0K | 0.03% | +2,019+341.6% | Added |
| Bowman & Co S.C. | 2,614 | $272.4K | 0.12% | +609+30.4% | Added |
| Skba Capital Management LLC | 2,630 | $274.0K | 0.04% | +400+17.9% | Added |
| Bailard, Inc. | 2,632 | $274.3K | 0.01% | +595+29.2% | Added |
| Wealthcare Advisory Partners LLC | 2,648 | $275.9K | 0.01% | −126−4.5% | Reduced |
| Liberty Capital Management, Inc. | 2,649 | $276.0K | 0.06% | +97+3.8% | Added |
| Ironwood Investment Counsel, LLC | 2,654 | $276.5K | 0.04% | −32−1.2% | Reduced |
| Pitcairn Co | 2,662 | $277.4K | 0.02% | −590−18.1% | Reduced |
| JGP Wealth Management, LLC | 2,670 | $278.2K | 0.03% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 2,672 | $278.5K | 0.10% | +2,672 | New |
| Adviser Investments LLC | 2,678 | $279.1K | 0.00% | +266+11.0% | Added |
| Live Oak Private Wealth LLC | 2,692 | $280.5K | 0.04% | −16−0.6% | Reduced |
| MBE Wealth Management, LLC | 2,698 | $281.1K | 0.12% | +10.0% | Added |
| First Foundation Advisors | 2,702 | $281.5K | 0.01% | −597−18.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,703 | $282.0K | 0.19% | +66+2.5% | Added |
| MTM Investment Management, LLC | 2,720 | $283.4K | 0.10% | +95+3.6% | Added |
| CWM Advisors, LLC | 2,721 | $283.5K | 0.03% | −173−6.0% | Reduced |