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 |
|---|---|---|---|---|---|
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,465 | $256.9K | 0.10% | −50−2.0% | Reduced |
| Independent Wealth Network Inc. | 2,464 | $256.8K | 0.09% | +194+8.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $256.8K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 2,461 | $256.5K | 0.00% | +217+9.7% | Added |
| Voleon Capital Management LP | 2,461 | $256.4K | 0.01% | +2,461 | New |
| Midwest Professional Planners, LTD. | 2,457 | $256.0K | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 2,453 | $255.6K | 0.00% | 00.0% | Unchanged |
| Code Waechter LLC | 2,446 | $254.9K | 0.18% | +2,446 | New |
| Ossiam | 2,434 | $253.6K | 0.00% | +446+22.4% | Added |
| MBB Public Markets I LLC | 2,432 | $253.4K | 0.03% | −543−18.3% | Reduced |
| Roman Butler Fullerton & Co | 2,310 | $253.0K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 2,422 | $252.4K | 0.01% | −5−0.2% | Reduced |
| CFS Investment Advisory Services, LLC | 2,410 | $251.0K | 0.02% | +148+6.5% | Added |
| Ariston Services Group | 2,401 | $250.2K | 0.18% | +178+8.0% | Added |
| ICONIQ Capital, LLC | 2,389 | $248.9K | 0.00% | +50+2.1% | Added |
| Midwest Trust Co | 2,387 | $248.7K | 0.00% | +2,387 | New |
| Keystone Financial Group, Inc. | 2,307 | $248.7K | 0.16% | +7+0.3% | Added |
| Planning Center, Inc. | 2,383 | $248.3K | 0.03% | +10.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $247.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Essex Financial Services, Inc. | 2,363 | $246.2K | 0.02% | +296+14.3% | Added |
| Liberty Wealth Management LLC | 2,340 | $243.8K | 0.04% | +26+1.1% | Added |
| Brighton Jones LLC | 2,339 | $243.7K | 0.01% | +149+6.8% | Added |
| Fiduciary Financial Group, LLC | 2,307 | $241.7K | 0.04% | +81+3.6% | Added |
| LCNB Corp | 2,318 | $241.5K | 0.08% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $240.0K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,303 | $240.0K | 0.05% | +2,303 | New |
| Martingale Asset Management L P | 2,303 | $240.0K | 0.01% | +2,303 | New |
| Tower Wealth Partners, Inc. | 2,302 | $239.9K | 0.14% | +44+1.9% | Added |
| Main Street Financial Solutions, LLC | 2,300 | $239.7K | 0.02% | +11+0.5% | Added |
| Monetary Management Group Inc | 2,300 | $239.7K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,299 | $239.6K | 0.01% | +562+32.4% | Added |
| RDA Financial Network | 2,289 | $238.5K | 0.06% | −71−3.0% | Reduced |
| Integrity Alliance, LLC. | 2,258 | $235.3K | 0.01% | −4,060−64.3% | Reduced |
| Essex Savings Bank | 2,246 | $234.0K | 0.06% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,245 | $233.9K | 0.05% | +2,245 | New |
| Howe & Rusling Inc | 2,238 | $233.2K | 0.02% | +115+5.4% | Added |
| Scott Marsh Financial, LLC | 2,232 | $232.5K | 0.09% | +2,232 | New |
| Lockerman Financial Group, Inc. | 2,231 | $232.5K | 0.31% | −3−0.1% | Reduced |
| Mather Group, LLC. | 2,203 | $229.5K | 0.00% | +540+32.5% | Added |
| 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 |
| Capital Management Corp | 2,200 | $229.2K | 0.04% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $228.9K | 0.04% | −48−2.1% | Reduced |
| Cozad Asset Management Inc | 2,194 | $228.6K | 0.02% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,193 | $228.5K | 0.05% | 00.0% | Unchanged |
| 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 |
| WealthShield Partners, LLC | 2,179 | $227.1K | 0.03% | +2,179 | New |
| 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 |
| Hager Investment Management Services, LLC | 2,170 | $226.1K | 0.13% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 2,160 | $225.1K | 0.03% | −35−1.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 2,157 | $224.8K | 0.25% | −425−16.5% | Reduced |
| Duncker Streett & Co Inc | 2,144 | $223.4K | 0.04% | −338−13.6% | Reduced |
| Flagship Harbor Advisors, LLC | 2,143 | $223.3K | 0.01% | −168−7.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,138 | $222.8K | 0.01% | +69+3.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $222.3K | 0.36% | −1,967−48.0% | Reduced |
| AMG National Trust Bank | 2,119 | $220.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Virginia | 2,095 | $218.3K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,075 | $217.4K | 0.05% | −179−7.9% | Reduced |
| Neville Rodie & Shaw Inc | 2,078 | $217.0K | 0.02% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 2,082 | $216.9K | 0.13% | −200−8.8% | Reduced |
| Tyche Wealth Partners LLC | 2,079 | $216.6K | 0.04% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,076 | $216.3K | 0.01% | +9+0.4% | Added |
| Enterprise Financial Services Corp | 2,047 | $213.3K | 0.11% | +62+3.1% | Added |
| Plotkin Financial Advisors, LLC | 2,042 | $212.8K | 0.12% | 00.0% | Unchanged |
| Prudent Investors Network | 2,040 | $212.6K | 0.06% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,033 | $211.8K | 0.00% | −11,783−85.3% | Reduced |
| MQS Management LLC | 2,033 | $211.8K | 0.12% | +2,033 | New |
| WFA Asset Management Corp | 2,693 | $211.3K | 0.12% | −2,372−46.8% | Reduced |
| Freestone Grove Partners LP | 2,015 | $210.0K | 0.00% | 00.0% | Unchanged |
| KilterHowling LLC | 2,001 | $208.5K | 0.12% | +17+0.9% | Added |
| Tompkins Financial Corp | 2,000 | $208.4K | 0.02% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 1,999 | $208.3K | 0.05% | +11+0.6% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $207.7K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,992 | $207.6K | 0.00% | +1,992 | New |
| Addison Advisors LLC | 1,989 | $207.3K | 0.05% | +40+2.1% | Added |
| Spirepoint Private Client, LLC | 1,982 | $206.5K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,977 | $206.0K | 0.04% | +67+3.5% | Added |
| Avidian Wealth Solutions, LLC | 1,968 | $205.1K | 0.01% | −12−0.6% | Reduced |
| Dividend Assets Capital, LLC | 1,954 | $203.6K | 0.04% | −43−2.2% | Reduced |
| PFG Advisors | 1,952 | $203.4K | 0.01% | +1,952 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $203.4K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 1,943 | $202.5K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,941 | $202.3K | 0.00% | +1,941 | New |
| Graypoint LLC | 1,919 | $200.0K | 0.01% | +1,919 | New |
| Richardson Financial Services Inc. | 1,806 | $189.2K | 0.13% | −17−0.9% | Reduced |
| First Command Advisory Services, Inc. | 1,794 | $186.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,797 | $185.4K | 0.02% | −128−6.6% | Reduced |
| CX Institutional | 1,763 | $184.0K | 0.01% | −5−0.3% | Reduced |
| State of Wyoming | 1,762 | $183.6K | 0.02% | +95+5.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,726 | $179.9K | 0.10% | +6+0.3% | Added |
| Gladwyn Financial Advisors, Inc. | 1,666 | $173.5K | 0.13% | +1,666 | New |
| Sound Income Strategies, LLC | 1,653 | $172.2K | 0.01% | +1,312+384.8% | Added |
| Virtus Investment Advisers, Inc. | 1,647 | $171.6K | 0.06% | +61+3.8% | Added |
| Cape Investment Advisory, Inc. | 1,623 | $169.1K | 0.06% | +1+0.1% | Added |
| St Germain D J Co Inc | 1,600 | $166.7K | 0.01% | +540+50.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,538 | $160.2K | 0.02% | +213+16.1% | Added |