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 |
|---|---|---|---|---|---|
| PFG Investments, LLC | 8,148 | $849.0K | 0.05% | +85+1.1% | Added |
| Searle & Co. | 8,200 | $854.4K | 0.24% | 00.0% | Unchanged |
| Romano Brothers and Company | 8,206 | $855.1K | 0.11% | −1,060−11.4% | Reduced |
| BKD Wealth Advisors, LLC | 8,218 | $856.3K | 0.02% | +61+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 8,281 | $862.9K | 0.06% | +97+1.2% | Added |
| Intrua Financial, LLC | 8,291 | $863.9K | 0.12% | −126−1.5% | Reduced |
| Voya Financial Advisors, Inc. | 8,483 | $874.9K | 0.09% | +585+7.4% | Added |
| Carnegie Capital Asset Management, LLC | 8,403 | $875.6K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8,414 | $876.7K | 0.04% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 8,440 | $879.5K | 0.20% | +47+0.6% | Added |
| TownSquare Capital, LLC | 8,526 | $888.4K | 0.09% | −124,985−93.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,601 | $896.2K | 0.06% | −596−6.5% | Reduced |
| McDonald Partners LLC | 8,573 | $898.3K | 0.22% | −224−2.5% | Reduced |
| WNY Asset Management, LLC | 8,636 | $899.9K | 0.10% | +5+0.1% | Added |
| Chelsea Counsel Co | 8,672 | $903.6K | 0.45% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 8,822 | $919.3K | 0.95% | −91−1.0% | Reduced |
| HB Wealth Management, LLC | 8,848 | $922.1K | 0.01% | −120−1.3% | Reduced |
| Wesbanco Bank Inc | 8,940 | $931.5K | 0.03% | +383+4.5% | Added |
| Precedent Wealth Partners, LLC | 8,953 | $932.9K | 0.23% | +2,132+31.3% | Added |
| Drake & Associates, LLC | 9,012 | $939.1K | 0.23% | +1,940+27.4% | Added |
| Charter Capital Management, LLC | 9,043 | $942.3K | 0.55% | +9,043 | New |
| NewEdge Wealth, LLC | 8,555 | $947.0K | 0.01% | +953+12.5% | Added |
| Hendershot Investments Inc. | 9,218 | $960.5K | 0.13% | −151−1.6% | Reduced |
| Bank & Trust Co | 9,232 | $962.0K | 0.76% | −42−0.5% | Reduced |
| Friedenthal Financial | 9,258 | $964.7K | 0.53% | +8,518+1,151.1% | Added |
| Valmark Advisers, Inc. | 9,308 | $969.9K | 0.01% | −118−1.3% | Reduced |
| Birch Financial Group, LLC | 9,385 | $977.9K | 0.78% | +68+0.7% | Added |
| Intact Investment Management Inc. | 9,400 | $979.5K | 0.03% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 8,810 | $980.2K | 0.37% | +53+0.6% | Added |
| Diversify Advisory Services, LLC | 9,014 | $986.4K | 0.04% | +5,107+130.7% | Added |
| American State Bank (Iowa) | 9,584 | $998.7K | 0.55% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,623 | $1.00M | 0.01% | −8,502−46.9% | Reduced |
| Arkadios Wealth Advisors | 9,644 | $1.00M | 0.03% | +753+8.5% | Added |
| Wealth Architects, LLC | 9,692 | $1.01M | 0.10% | −44−0.5% | Reduced |
| OV Management LLC | 9,695 | $1.01M | 0.85% | −14,749−60.3% | Reduced |
| EP Wealth Advisors, LLC | 9,698 | $1.01M | 0.01% | +3,005+44.9% | Added |
| Westpac Banking Corp | 9,725 | $1.01M | 0.07% | −617−6.0% | Reduced |
| Norden Group LLC | 9,795 | $1.02M | 0.11% | −114−1.2% | Reduced |
| Summit Trail Advisors, LLC | 9,798 | $1.02M | 0.02% | +4,137+73.1% | Added |
| Pollock Investment Advisors, LLC | 9,799 | $1.02M | 0.83% | −1,200−10.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,818 | $1.02M | 0.04% | 00.0% | Unchanged |
| Security National Bank | 9,912 | $1.03M | 0.18% | −19−0.2% | Reduced |
| RSM US Wealth Management LLC | 9,915 | $1.03M | 0.01% | +1,561+18.7% | Added |
| Wealthspire Advisors, LLC | 9,928 | $1.03M | 0.01% | −340−3.3% | Reduced |
| Johnson Investment Counsel Inc | 10,014 | $1.04M | 0.01% | −143−1.4% | Reduced |
| Apollon Wealth Management, LLC | 10,058 | $1.05M | 0.02% | +434+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,180 | $1.06M | 0.02% | +77+0.8% | Added |
| Coastal Bridge Advisors, LLC | 10,188 | $1.06M | 0.09% | +10,188 | New |
| Aigen Investment Management, LP | 10,205 | $1.06M | 0.15% | −1,022−9.1% | Reduced |
| Toroso Investments, LLC | 10,207 | $1.06M | 0.01% | −224−2.1% | Reduced |
| Parsons Capital Management Inc | 10,251 | $1.07M | 0.07% | −70,297−87.3% | Reduced |
| Fiduciary Trust Co | 10,326 | $1.08M | 0.01% | −791−7.1% | Reduced |
| AlphaCore Capital LLC | 10,333 | $1.08M | 0.04% | +2,525+32.3% | Added |
| Harvest Fund Management Co., Ltd | 10,191 | $1.09M | 0.05% | +4,103+67.4% | Added |
| Summit Financial, LLC | 10,466 | $1.09M | 0.02% | +545+5.5% | Added |
| Rowland & Co Investment Counsel | 10,591 | $1.10M | 0.23% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 10,629 | $1.11M | 0.02% | +645+6.5% | Added |
| Highview Capital Management LLC | 10,635 | $1.11M | 0.43% | +10,635 | New |
| IHT Wealth Management, LLC | 10,767 | $1.12M | 0.03% | +1,080+11.1% | Added |
| Trueblood Wealth Management, LLC | 10,880 | $1.13M | 0.47% | +9+0.1% | Added |
| Exchange Traded Concepts, LLC | 10,909 | $1.14M | 0.01% | +2,403+28.3% | Added |
| Icon Wealth Advisors, LLC | 10,910 | $1.14M | 0.08% | −54−0.5% | Reduced |
| Venture Visionary Partners LLC | 10,931 | $1.14M | 0.04% | +86+0.8% | Added |
| PFW Advisors LLC | 10,952 | $1.14M | 0.35% | −457−4.0% | Reduced |
| Twin City Private Wealth, LLC | 10,997 | $1.15M | 0.94% | −488−4.2% | Reduced |
| Fulton Bank, N.A. | 11,055 | $1.15M | 0.04% | −461−4.0% | Reduced |
| Empirical Finance, LLC | 11,117 | $1.16M | 0.06% | +74+0.7% | Added |
| Portside Wealth Group, LLC | 11,137 | $1.16M | 0.17% | −168−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 11,206 | $1.17M | 0.11% | −1,261−10.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,299 | $1.18M | 0.06% | −3,526−23.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 11,325 | $1.18M | 0.18% | +106+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 11,415 | $1.19M | 0.03% | −59,542−83.9% | Reduced |
| Harbour Investment Management LLC | 11,430 | $1.19M | 0.52% | −240−2.1% | Reduced |
| HM Payson & Co | 11,576 | $1.21M | 0.02% | +178+1.6% | Added |
| Hummer Financial Advisory Services Inc | 11,622 | $1.21M | 0.91% | 00.0% | Unchanged |
| Kampmann Melissa S. | 11,680 | $1.22M | 0.91% | +11,680 | New |
| Virginia Retirement Systems Et Al | 11,700 | $1.22M | 0.01% | 00.0% | Unchanged |
| Enhancing Capital LLC | 11,706 | $1.22M | 0.93% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 11,725 | $1.22M | 0.00% | −32,856−73.7% | Reduced |
| Prairie Sky Financial Group LLC | 11,736 | $1.22M | 0.67% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 11,739 | $1.22M | 0.08% | −224−1.9% | Reduced |
| Welch & Forbes LLC | 11,748 | $1.22M | 0.02% | 00.0% | Unchanged |
| Richmond Investment Services, LLC | 11,773 | $1.23M | 0.26% | +5,666+92.8% | Added |
| Blackhawk Capital Partners LLC. | 11,794 | $1.23M | 0.57% | +199+1.7% | Added |
| Burling Wealth Partners, LLC | 11,812 | $1.23M | 0.23% | −1,749−12.9% | Reduced |
| Oppenheimer & Co Inc | 11,942 | $1.24M | 0.02% | +2,221+22.8% | Added |
| Sigma Planning Corp | 12,111 | $1.26M | 0.04% | +59+0.5% | Added |
| Cornerstone Advisors, LLC | 12,300 | $1.28M | 0.04% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 12,332 | $1.28M | 0.03% | +302+2.5% | Added |
| Elo Mutual Pension Insurance Co | 12,477 | $1.30M | 0.03% | −6,925−35.7% | Reduced |
| Bryn Mawr Trust Co | 12,485 | $1.30M | 0.02% | +110+0.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,493 | $1.30M | 0.43% | +511+4.3% | Added |
| Hantz Financial Services, Inc. | 12,549 | $1.31M | 0.02% | +315+2.6% | Added |
| Stablepoint Partners, LLC | 12,555 | $1.31M | 0.22% | +671+5.6% | Added |
| Aviso Financial Inc. | 12,584 | $1.31M | 0.06% | +543+4.5% | Added |
| Bleakley Financial Group, LLC | 12,587 | $1.31M | 0.03% | +1,548+14.0% | Added |
| Vise Technologies, Inc. | 12,590 | $1.31M | 0.05% | +12,590 | New |
| Conning Inc. | 12,594 | $1.31M | 0.05% | −43−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,730 | $1.33M | 0.00% | +8,942+236.1% | Added |
| Landaas & Co | 12,807 | $1.33M | 0.32% | +10.0% | Added |