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 |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 5,304 | $552.7K | 0.09% | +18+0.3% | Added |
| Parallel Advisors, LLC | 5,320 | $554.4K | 0.01% | +312+6.2% | Added |
| Sym Financial Corp | 5,327 | $555.1K | 0.06% | +143+2.8% | Added |
| Robertson Stephens Wealth Management, LLC | 5,373 | $559.9K | 0.02% | +1,856+52.8% | Added |
| Simplicity Wealth,LLC | 5,402 | $562.9K | 0.02% | +5,402 | New |
| Nebula Research & Development LLC | 5,410 | $563.7K | 0.05% | −4,692−46.4% | Reduced |
| Change Path, LLC | 5,410 | $563.8K | 0.01% | +1,319+32.2% | Added |
| Resources Management Corp | 5,409 | $564.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,418 | $564.6K | 0.03% | −200−3.6% | Reduced |
| Hutner Capital Management Inc | 5,427 | $565.5K | 0.26% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,430 | $565.6K | 0.19% | −280−4.9% | Reduced |
| Shell Asset Management Co | 5,463 | $569.0K | 0.02% | −3,719−40.5% | Reduced |
| HBK Sorce Advisory LLC | 5,502 | $573.3K | 0.02% | +19+0.3% | Added |
| Aviva PLC | 5,538 | $577.1K | 0.00% | +325+6.2% | Added |
| Picton Mahoney Asset Management | 5,583 | $582.0K | 0.01% | +5,583 | New |
| Diversified Trust Co | 5,594 | $582.9K | 0.01% | +24+0.4% | Added |
| Chicago Capital, LLC | 5,638 | $587.5K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 5,645 | $588.2K | 0.01% | −1,277−18.4% | Reduced |
| Central Trust Co | 5,664 | $590.2K | 0.01% | −115−2.0% | Reduced |
| Signaturefd, LLC | 5,666 | $590.4K | 0.01% | +233+4.3% | Added |
| City State Bank | 5,668 | $590.6K | 0.19% | −228−3.9% | Reduced |
| Verdence Capital Advisors LLC | 5,712 | $595.2K | 0.04% | +92+1.6% | Added |
| Natixis | 5,718 | $595.8K | 0.00% | +5,718 | New |
| Paradigm Financial Partners, LLC | 5,750 | $599.1K | 0.07% | −544−8.6% | Reduced |
| Atomi Financial Group, Inc. | 5,771 | $601.3K | 0.02% | +490+9.3% | Added |
| Kesler, Norman & Wride, LLC | 5,776 | $601.9K | 0.11% | +6+0.1% | Added |
| Stonebridge Capital Advisors LLC | 5,776 | $601.9K | 0.05% | +1,672+40.7% | Added |
| Forum Financial Management, LP | 5,786 | $602.9K | 0.01% | +4+0.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,789 | $603.2K | 0.13% | +3,642+169.6% | Added |
| MPS Loria Financial Planners, LLC | 5,803 | $604.6K | 0.18% | −583−9.1% | Reduced |
| Private Trust Co NA | 5,820 | $606.4K | 0.06% | −28−0.5% | Reduced |
| Dakota Wealth Management | 5,852 | $609.8K | 0.01% | −765−11.6% | Reduced |
| Ballentine Partners, LLC | 5,901 | $614.9K | 0.01% | +199+3.5% | Added |
| TBH Global Asset Management, LLC | 5,916 | $616.4K | 0.13% | −39−0.7% | Reduced |
| Focus Financial Network, Inc. | 5,927 | $617.6K | 0.02% | +677+12.9% | Added |
| MAI Capital Management | 5,972 | $622.3K | 0.00% | +279+4.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,973 | $622.4K | 0.01% | −856−12.5% | Reduced |
| Graham Capital Management, L.P. | 5,981 | $623.2K | 0.02% | +5,981 | New |
| PAX Financial Group, LLC | 6,064 | $631.9K | 0.12% | −662−9.8% | Reduced |
| Turning Point Benefit Group, Inc. | 6,068 | $632.3K | 0.48% | +448+8.0% | Added |
| IAG Wealth Partners, LLC | 6,074 | $632.9K | 0.08% | +20.0% | Added |
| Gradient Investments LLC | 6,140 | $639.8K | 0.01% | −10.0% | Reduced |
| North Star Asset Management Inc | 6,158 | $641.7K | 0.03% | +226+3.8% | Added |
| Prospera Financial Services Inc | 6,267 | $653.5K | 0.01% | +1,463+30.5% | Added |
| Rehmann Capital Advisory Group | 6,291 | $655.6K | 0.04% | +654+11.6% | Added |
| Bradley Foster & Sargent Inc | 6,308 | $657.3K | 0.01% | +261+4.3% | Added |
| Blossom Wealth Management | 6,349 | $661.6K | 1.17% | −200−3.1% | Reduced |
| Csenge Advisory Group | 6,198 | $665.9K | 0.04% | +73+1.2% | Added |
| Avantax Planning Partners, Inc. | 6,402 | $667.1K | 0.02% | −21−0.3% | Reduced |
| Bridges Investment Management Inc | 6,406 | $667.5K | 0.01% | +41+0.6% | Added |
| Ti-Trust, Inc | 6,430 | $670.0K | 0.45% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6,472 | $674.4K | 0.01% | +689+11.9% | Added |
| Aptus Capital Advisors, LLC | 6,553 | $682.8K | 0.01% | −206−3.0% | Reduced |
| Fulcrum Asset Management LLP | 6,567 | $684.3K | 0.20% | +6,567 | New |
| Cerro Pacific Wealth Advisors LLC | 6,582 | $685.8K | 0.19% | +2,002+43.7% | Added |
| Aquatic Capital Management LLC | 6,684 | $696.5K | 0.01% | −47,664−87.7% | Reduced |
| Raleigh Capital Management Inc. | 6,799 | $708.5K | 0.30% | +84+1.3% | Added |
| My Legacy Advisors, LLC | 6,715 | $709.6K | 0.25% | +55+0.8% | Added |
| Buckley Wealth Management, LLC | 6,823 | $711.0K | 0.21% | −50−0.7% | Reduced |
| Farther Finance Advisors, LLC | 6,861 | $714.8K | 0.01% | −1,064−13.4% | Reduced |
| Equitable Holdings, Inc. | 6,881 | $717.0K | 0.01% | +494+7.7% | Added |
| Eastern Bank | 6,966 | $725.9K | 0.01% | −159−2.2% | Reduced |
| Modern Wealth Management, LLC | 7,005 | $729.9K | 0.02% | +232+3.4% | Added |
| Trust Co of Toledo NA | 7,014 | $730.9K | 0.08% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 7,023 | $731.8K | 0.24% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7,047 | $734.3K | 0.02% | −2,739−28.0% | Reduced |
| VeraBank, N.A. | 7,051 | $734.7K | 0.15% | +7,051 | New |
| MUFG Securities Americas Inc. | 7,073 | $737.0K | 0.06% | +1,450+25.8% | Added |
| Integrated Advisors Network LLC | 7,102 | $740.0K | 0.03% | −33−0.5% | Reduced |
| Elevated Capital Advisors, LLC | 6,800 | $741.0K | 0.21% | 00.0% | Unchanged |
| Callan Family Office, LLC | 7,204 | $750.7K | 0.02% | +3,792+111.1% | Added |
| Sequoia Financial Advisors, LLC | 7,224 | $752.7K | 0.01% | +799+12.4% | Added |
| SPC Financial, Inc. | 7,242 | $754.6K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,256 | $756.1K | 0.05% | −600−7.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,263 | $756.8K | 0.01% | −6,383−46.8% | Reduced |
| Investment House LLC | 7,300 | $760.7K | 0.04% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 7,364 | $767.3K | 0.05% | −104,647−93.4% | Reduced |
| Venturi Wealth Management, LLC | 7,412 | $772.3K | 0.04% | −284−3.7% | Reduced |
| Qtron Investments LLC | 7,456 | $776.9K | 0.10% | −5,099−40.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,510 | $782.5K | 0.00% | +250+3.4% | Added |
| Clifford Swan Investment Counsel LLC | 7,555 | $787.2K | 0.03% | +10.0% | Added |
| Alps Advisors Inc | 7,580 | $789.8K | 0.00% | +4,221+125.7% | Added |
| Beaton Management Co. Inc. | 7,584 | $790.0K | 0.39% | 00.0% | Unchanged |
| Chicago Trust Co NA | 7,613 | $793.3K | 0.11% | +1,965+34.8% | Added |
| Winch Advisory Services, LLC | 7,621 | $794.1K | 0.19% | +63+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 7,632 | $795.2K | 0.00% | +296+4.0% | Added |
| Greenleaf Trust | 7,654 | $797.5K | 0.01% | −555−6.8% | Reduced |
| Sierra Summit Advisors LLC | 7,662 | $798.4K | 0.14% | −10−0.1% | Reduced |
| Loudon Investment Management, LLC | 7,710 | $803.4K | 0.44% | +515+7.2% | Added |
| Triangle Securities Wealth Management | 7,777 | $810.3K | 0.20% | −45−0.6% | Reduced |
| MSH Capital Advisors LLC | 7,786 | $811.3K | 0.23% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,842 | $817.1K | 0.01% | −882−10.1% | Reduced |
| Congress Wealth Management LLC | 7,863 | $819.4K | 0.01% | +1,539+24.3% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $827.5K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7,954 | $828.8K | 0.10% | +426+5.7% | Added |
| Meeder Advisory Services, Inc. | 8,032 | $837.0K | 0.04% | +248+3.2% | Added |
| Group One Trading, L.P. | 8,063 | $840.2K | 0.03% | +6,381+379.4% | Added |
| FineMark National Bank & Trust | 8,089 | $842.9K | 0.03% | −28−0.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $844.3K | 0.04% | −83−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,135 | $847.7K | 0.19% | +4,007+97.1% | Added |