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 |
|---|---|---|---|---|---|
| Asahi Life Asset Management Co., Ltd. | 3,730 | $388.7K | 0.23% | +3,730 | New |
| AdvisorNet Financial, Inc | 3,736 | $389.2K | 0.03% | −205−5.2% | Reduced |
| Certior Financial Group, LLC | 3,742 | $389.9K | 0.30% | +9+0.2% | Added |
| Banque Cantonale Vaudoise | 3,790 | $395.0K | 0.02% | +15+0.4% | Added |
| Horizon Investment Services, LLC | 3,791 | $395.1K | 0.17% | +318+9.2% | Added |
| Aegis Wealth Management LLC | 3,633 | $395.9K | 0.24% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $396.5K | 0.07% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,806 | $397.0K | 0.03% | −200−5.0% | Reduced |
| Kiker Wealth Management, LLC | 3,812 | $397.3K | 0.22% | −108−2.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,817 | $397.8K | 0.19% | +14+0.4% | Added |
| United Capital Financial Advisers, LLC | 3,824 | $398.4K | 0.00% | −303−7.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,832 | $399.3K | 0.04% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,841 | $400.2K | 0.18% | +28+0.7% | Added |
| Custom Index Systems, LLC | 3,845 | $400.6K | 0.19% | −96−2.4% | Reduced |
| LVZ Advisors, Inc. | 3,848 | $401.0K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,856 | $401.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,878 | $404.0K | 0.03% | −320−7.6% | Reduced |
| Revisor Wealth Management LLC | 3,823 | $404.0K | 0.15% | +3,823 | New |
| Tyler-Stone Wealth Management | 3,890 | $405.3K | 0.07% | −100−2.5% | Reduced |
| Phillips Wealth Planners LLC | 3,916 | $405.9K | 0.37% | −108−2.7% | Reduced |
| Park National Corp | 3,928 | $409.3K | 0.01% | −22−0.6% | Reduced |
| Clarius Group, LLC | 3,936 | $410.1K | 0.02% | −127−3.1% | Reduced |
| Bruce & Co., Inc. | 3,945 | $411.1K | 0.13% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,970 | $413.7K | 0.08% | +693+21.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,980 | $414.7K | 0.03% | +49+1.2% | Added |
| Marble Harbor Investment Counsel, LLC | 3,982 | $414.9K | 0.05% | 00.0% | Unchanged |
| Syon Capital LLC | 3,996 | $416.4K | 0.03% | +1,816+83.3% | Added |
| Carret Asset Management, LLC | 4,000 | $416.8K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,032 | $420.1K | 0.01% | −21,246−84.0% | Reduced |
| Everence Capital Management Inc | 4,050 | $422.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $423.1K | 0.05% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,069 | $424.0K | 0.12% | 00.0% | Unchanged |
| Courier Capital LLC | 4,086 | $425.8K | 0.03% | −95−2.3% | Reduced |
| Bullock Wealth Management Group | 4,107 | $430.2K | 0.23% | −506−11.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 4,144 | $431.8K | 0.01% | +132+3.3% | Added |
| Plancorp, LLC | 4,167 | $434.2K | 0.02% | +15+0.4% | Added |
| Old Second National Bank of Aurora | 4,171 | $434.6K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,191 | $436.7K | 0.09% | −101−2.4% | Reduced |
| Mission Wealth Management, LP | 4,200 | $437.6K | 0.01% | −153−3.5% | Reduced |
| West Family Investments, Inc. | 4,215 | $439.2K | 0.11% | −10.0% | Reduced |
| EntryPoint Capital, LLC | 4,239 | $441.7K | 0.22% | +4,239 | New |
| Coldstream Capital Management Inc | 4,252 | $443.0K | 0.01% | +174+4.3% | Added |
| Tarbox Family Office, Inc. | 4,268 | $444.8K | 0.07% | +20.0% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $447.3K | 0.23% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,304 | $448.5K | 0.06% | +40+0.9% | Added |
| Blue Barn Wealth, LLC | 4,330 | $451.2K | 0.21% | +135+3.2% | Added |
| Danske Bank A/S | 4,359 | $454.2K | 0.00% | +825+23.3% | Added |
| Reuter James Wealth Management, LLC | 4,361 | $454.4K | 0.07% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 4,372 | $455.6K | 2.16% | +36+0.8% | Added |
| V-Square Quantitative Management LLC | 4,385 | $456.9K | 0.06% | +466+11.9% | Added |
| Krane Funds Advisors LLC | 4,387 | $457.1K | 0.02% | +198+4.7% | Added |
| Colonial Trust Advisors | 4,395 | $458.0K | 0.04% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,460 | $464.8K | 0.03% | −1,791−28.7% | Reduced |
| McDonough Capital Management, Inc | 4,475 | $466.3K | 0.26% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,482 | $467.0K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,510 | $470.0K | 0.09% | +17+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 4,520 | $471.0K | 0.02% | −268−5.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,521 | $471.1K | 0.03% | −10−0.2% | Reduced |
| Monument Capital Management | 4,525 | $471.5K | 0.12% | +1,188+35.6% | Added |
| SageView Advisory Group, LLC | 4,416 | $474.8K | 0.02% | −829−15.8% | Reduced |
| Chesley Taft & Associates LLC | 4,561 | $475.3K | 0.02% | −52−1.1% | Reduced |
| Smith, Moore & Co. | 4,591 | $478.4K | 0.04% | −148−3.1% | Reduced |
| Redmond Asset Management, LLC | 4,600 | $479.3K | 0.11% | −100−2.1% | Reduced |
| Haverford Trust Co | 4,635 | $483.0K | 0.00% | −148−3.1% | Reduced |
| Segment Wealth Management, LLC | 4,650 | $484.5K | 0.03% | +794+20.6% | Added |
| Atria Wealth Solutions, Inc. | 4,684 | $488.2K | 0.01% | −4,728−50.2% | Reduced |
| Financial Advisors Network, Inc. | 4,688 | $488.4K | 0.07% | +136+3.0% | Added |
| Dynamic Advisor Solutions LLC | 4,695 | $489.2K | 0.02% | −95−2.0% | Reduced |
| Sterling Investment Advisors LLC | 3,110 | $491.3K | 0.26% | −152−4.7% | Reduced |
| Altshuler Shaham Ltd | 4,722 | $492.0K | 0.02% | +1,279+37.1% | Added |
| Moloney Securities Asset Management, LLC | 4,730 | $492.9K | 0.06% | +4,730 | New |
| Daymark Wealth Partners, LLC | 4,738 | $493.7K | 0.02% | +1,390+41.5% | Added |
| Financial Advisory Partners, LLC | 4,767 | $496.7K | 0.16% | −197−4.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,778 | $497.9K | 0.00% | −4,005−45.6% | Reduced |
| Wetherby Asset Management Inc | 4,797 | $499.8K | 0.02% | +4,797 | New |
| Hartford Funds Management Co LLC | 4,796 | $500.0K | 0.04% | +406+9.2% | Added |
| Oarsman Capital, Inc. | 4,807 | $500.9K | 0.08% | 00.0% | Unchanged |
| Stephens Inc | 4,822 | $502.5K | 0.01% | −64−1.3% | Reduced |
| Mill Capital Management, LLC | 4,824 | $502.7K | 0.04% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,875 | $507.9K | 0.08% | +81+1.7% | Added |
| Alpha Cubed Investments, LLC | 4,884 | $508.9K | 0.02% | +57+1.2% | Added |
| ProVise Management Group, LLC | 4,884 | $508.9K | 0.04% | +351+7.7% | Added |
| Centennial Wealth Advisory LLC | 4,894 | $510.0K | 0.16% | −114−2.3% | Reduced |
| Heartland Bank & Trust Co | 4,896 | $510.2K | 0.24% | −130−2.6% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $510.6K | 0.41% | 00.0% | Unchanged |
| Hudock, Inc. | 4,917 | $512.4K | 0.08% | +4+0.1% | Added |
| Brown Miller Wealth Management, LLC | 4,940 | $514.7K | 0.16% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 4,981 | $519.0K | 0.02% | −29,138−85.4% | Reduced |
| Sagespring Wealth Partners, LLC | 5,019 | $523.0K | 0.01% | +1,026+25.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $524.4K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 5,050 | $526.2K | 0.25% | −1,200−19.2% | Reduced |
| Advisors Capital Management, LLC | 5,097 | $531.2K | 0.01% | +245+5.0% | Added |
| Moneta Group Investment Advisors LLC | 5,131 | $534.6K | 0.01% | +1,038+25.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,152 | $536.8K | 0.01% | +456+9.7% | Added |
| Brass Tax Wealth Management, Inc | 5,152 | $536.9K | 0.10% | +40+0.8% | Added |
| Boston Family Office LLC | 5,213 | $538.0K | 0.04% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,213 | $543.2K | 0.01% | +58+1.1% | Added |
| Journey Strategic Wealth LLC | 5,236 | $545.6K | 0.02% | +1,062+25.4% | Added |
| Paragon Private Wealth Management, LLC | 5,243 | $546.3K | 0.22% | −1,308−20.0% | Reduced |
| WoodTrust Financial Corp | 5,289 | $551.0K | 0.08% | 00.0% | Unchanged |