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 |
|---|---|---|---|---|---|
| Stanley-Laman Group, Ltd. | 2,735 | $285.0K | 0.04% | +373+15.8% | Added |
| Commerzbank Aktiengesellschaft | 2,729 | $285.0K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $286.0K | 0.03% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 2,746 | $286.2K | 0.23% | +6+0.2% | Added |
| Quadrant Capital Group LLC | 2,749 | $286.4K | 0.01% | −245−8.2% | Reduced |
| Weaver Capital Management LLC | 2,751 | $286.6K | 0.07% | −29−1.0% | Reduced |
| B&L Asset Management LLC | 2,758 | $287.4K | 0.16% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2,760 | $287.6K | 0.14% | −128−4.4% | Reduced |
| Axxcess Wealth Management, LLC | 2,766 | $288.2K | 0.01% | −5,590−66.9% | Reduced |
| Capital Asset Advisory Services LLC | 2,766 | $289.8K | 0.01% | +37+1.4% | Added |
| Aaron Wealth Advisors | 2,781 | $289.8K | 0.03% | +458+19.7% | Added |
| Kovack Advisors, Inc. | 2,790 | $290.7K | 0.03% | +33+1.2% | Added |
| Hurlow Wealth Management Group, Inc. | 2,792 | $290.9K | 0.08% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 2,804 | $292.2K | 0.01% | −174−5.8% | Reduced |
| Cary Street Partners Financial LLC | 2,822 | $294.1K | 0.01% | +1,152+69.0% | Added |
| DSG Capital Advisors, LLC | 2,827 | $294.6K | 0.05% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 2,848 | $296.8K | 0.09% | +4+0.1% | Added |
| Beacon Investment Advisors LLC | 2,883 | $297.3K | 0.13% | +150+5.5% | Added |
| Buska Wealth Management, LLC | 2,868 | $298.8K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,872 | $299.3K | 0.03% | +672+30.5% | Added |
| Continuum Advisory, LLC | 2,883 | $300.4K | 0.04% | −1,437−33.3% | Reduced |
| Blue Chip Partners, Inc. | 2,890 | $301.2K | 0.02% | −556−16.1% | Reduced |
| Principle Wealth Partners LLC | 2,895 | $301.7K | 0.02% | +125+4.5% | Added |
| Eqis Capital Management, Inc. | 2,896 | $301.7K | 0.02% | −648−18.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,750 | $301.8K | 0.03% | +272+11.0% | Added |
| D L Carlson Investment Group Inc | 2,900 | $302.2K | 0.06% | −110−3.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,906 | $302.8K | 0.02% | −68−2.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,915 | $303.8K | 0.06% | +24+0.8% | Added |
| Frank, Rimerman Advisors LLC | 2,926 | $304.9K | 0.02% | −890−23.3% | Reduced |
| Isthmus Partners, LLC | 2,929 | $305.2K | 0.04% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,936 | $305.9K | 0.25% | +2,936 | New |
| Compass Financial Group, INC | 2,938 | $306.1K | 0.05% | 00.0% | Unchanged |
| First Bank & Trust | 2,950 | $307.4K | 0.05% | +995+50.9% | Added |
| SRS Capital Advisors, Inc. | 2,956 | $308.0K | 0.01% | −133−4.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,956 | $308.0K | 0.03% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,956 | $308.1K | 0.03% | −2,584−46.6% | Reduced |
| Dahring | Cusmano LLC | 2,957 | $308.1K | 0.24% | +25+0.9% | Added |
| Providence Wealth Advisors, LLC | 2,786 | $308.9K | 0.21% | +112+4.2% | Added |
| Bingham Private Wealth, LLC | 2,968 | $309.3K | 0.29% | −53−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,968 | $309.3K | 0.02% | −26−0.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 2,981 | $310.6K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 2,982 | $310.7K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 2,983 | $310.8K | 0.01% | +2,983 | New |
| International Private Wealth Advisors LLC | 2,983 | $310.8K | 0.27% | −291−8.9% | Reduced |
| Successful Portfolios LLC | 2,985 | $311.0K | 0.19% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,994 | $311.9K | 0.06% | +24+0.8% | Added |
| Cobblestone Capital Advisors LLC | 2,995 | $312.1K | 0.02% | +156+5.5% | Added |
| Gladstone Institutional Advisory LLC | 3,015 | $314.2K | 0.01% | −634−17.4% | Reduced |
| 1st Source Bank | 3,021 | $314.8K | 0.02% | −185−5.8% | Reduced |
| Keystone Financial Group | 3,045 | $317.3K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,045 | $317.3K | 0.02% | −209−6.4% | Reduced |
| ERTS Wealth Advisors, LLC | 3,059 | $318.7K | 0.11% | +3,059 | New |
| Crews Bank & Trust | 3,070 | $319.9K | 0.05% | 00.0% | Unchanged |
| True Vision MN LLC | 3,075 | $320.4K | 0.18% | +25+0.8% | Added |
| Sonora Investment Management Group, LLC | 3,092 | $322.2K | 0.02% | +125+4.2% | Added |
| Cigna Investments Inc | 3,135 | $327.0K | 0.06% | −45−1.4% | Reduced |
| Zacks Investment Management | 3,143 | $327.5K | 0.00% | +13+0.4% | Added |
| MJP Associates Inc | 3,144 | $327.6K | 0.05% | +18+0.6% | Added |
| CWA Asset Management Group, LLC | 3,156 | $328.9K | 0.01% | +209+7.1% | Added |
| Western Wealth Management, LLC | 3,158 | $329.1K | 0.02% | −17−0.5% | Reduced |
| Gryphon Financial Partners LLC | 3,180 | $331.4K | 0.04% | −10−0.3% | Reduced |
| Advisor OS, LLC | 3,187 | $332.1K | 0.03% | −58−1.8% | Reduced |
| Independent Financial Group, LLC | 3,207 | $334.2K | 0.01% | −520−14.0% | Reduced |
| Wedmont Private Capital | 3,209 | $334.4K | 0.01% | +757+30.9% | Added |
| National Asset Management, Inc. | 3,210 | $334.5K | 0.02% | −2,394−42.7% | Reduced |
| SkyOak Wealth, LLC | 3,244 | $338.0K | 0.07% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,282 | $342.0K | 0.01% | +335+11.4% | Added |
| Prossimo Advisors, LLC | 3,294 | $343.0K | 0.28% | −1,720−34.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,307 | $345.0K | 0.00% | −1,868−36.1% | Reduced |
| Summit Asset Management, LLC | 3,335 | $347.5K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,345 | $348.6K | 0.07% | −74−2.2% | Reduced |
| Old North State Wealth Management, LLC | 3,376 | $352.3K | 0.18% | +133+4.1% | Added |
| Wealthquest Corp | 3,420 | $356.4K | 0.03% | −3−0.1% | Reduced |
| Nilsine Partners, LLC | 3,424 | $356.8K | 0.04% | +27+0.8% | Added |
| Wolverine Trading, LLC | 3,475 | $358.4K | 0.01% | +3,475 | New |
| First United Bank Trust | 3,450 | $359.5K | 0.13% | +3,450 | New |
| CWS Financial Advisors, LLC | 3,452 | $359.6K | 0.10% | +148+4.5% | Added |
| Reynders McVeigh Capital Management, LLC | 3,454 | $360.0K | 0.02% | −290−7.7% | Reduced |
| LMR Partners LLP | 3,455 | $360.0K | 0.01% | +3,455 | New |
| F/M Investments LLC | 3,461 | $360.6K | 0.01% | −16,329−82.5% | Reduced |
| Moment Partners, LLC | 3,464 | $361.0K | 0.07% | +134+4.0% | Added |
| Premier Path Wealth Partners, LLC | 3,469 | $361.5K | 0.05% | +134+4.0% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 3,498 | $364.5K | 0.36% | +55+1.6% | Added |
| Perigon Wealth Management, LLC | 3,516 | $366.4K | 0.01% | +369+11.7% | Added |
| GTS Securities LLC | 3,517 | $366.5K | 0.02% | −14,049−80.0% | Reduced |
| Regal Investment Advisors LLC | 3,518 | $366.6K | 0.03% | +3,518 | New |
| Baader Bank INC | 3,625 | $374.4K | 0.03% | +1,084+42.7% | Added |
| Quest Partners LLC | 3,618 | $377.0K | 0.04% | −2,677−42.5% | Reduced |
| Alhambra Investment Partners LLC | 3,618 | $377.0K | 0.19% | 00.0% | Unchanged |
| Cornerstone Enterprises, LLC | 3,619 | $377.1K | 0.20% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,628 | $378.0K | 0.01% | −47−1.3% | Reduced |
| Hanson & Doremus Investment Management | 3,659 | $381.0K | 0.05% | 00.0% | Unchanged |
| Umb Bank N A | 3,660 | $381.4K | 0.01% | −61−1.6% | Reduced |
| WealthTrust Axiom LLC | 3,666 | $382.0K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,668 | $382.2K | 0.05% | +997+37.3% | Added |
| Golden State Equity Partners | 3,676 | $383.0K | 0.07% | +224+6.5% | Added |
| ZWJ Investment Counsel Inc | 3,688 | $384.3K | 0.01% | −174−4.5% | Reduced |
| Insight Wealth Strategies, LLC | 3,669 | $384.3K | 0.05% | −58−1.6% | Reduced |
| LifeWealth Investments, LLC | 3,690 | $384.5K | 0.07% | +109+3.0% | Added |
| Canada Post Corp Registered Pension Plan | 3,722 | $387.8K | 0.02% | +3,722 | New |