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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,430 | $149.0K | 0.01% | −4−0.3% | Reduced |
| Acadian Asset Management LLC | 1,380 | $143.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,338 | $139.4K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,313 | $136.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,276 | $133.0K | 0.00% | +495+63.4% | Added |
| Operose Advisors LLC | 1,274 | $132.8K | 0.04% | +33+2.7% | Added |
| Mount Yale Investment Advisors, LLC | 1,222 | $127.3K | 0.01% | +1,222 | New |
| Financial Network Wealth Advisors LLC | 1,188 | $123.8K | 0.15% | +33+2.9% | Added |
| Trust Co of Vermont | 1,188 | $123.8K | 0.01% | +251+26.8% | Added |
| Volterra Technologies LP | 1,188 | $123.8K | 0.17% | +1,188 | New |
| CoreCap Advisors, LLC | 1,173 | $122.3K | 0.00% | −21−1.8% | Reduced |
| Hills Bank & Trust Co | 1,171 | $122.0K | 0.01% | −85−6.8% | Reduced |
| Larson Financial Group LLC | 1,154 | $120.2K | 0.00% | +272+30.8% | Added |
| Evermay Wealth Management LLC | 1,128 | $117.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,119 | $116.6K | 0.00% | +185+19.8% | Added |
| TD Waterhouse Canada Inc. | 1,104 | $116.0K | 0.00% | +212+23.8% | Added |
| RMG Wealth Management LLC | 1,059 | $113.9K | 0.02% | +1,059 | New |
| Creative Financial Designs Inc | 1,070 | $111.5K | 0.01% | +174+19.4% | Added |
| First Horizon Advisors, Inc. | 1,062 | $110.7K | 0.00% | −191−15.2% | Reduced |
| Intelligent Financial Strategies | 1,059 | $110.3K | 0.06% | 00.0% | Unchanged |
| TFC Financial Management | 1,054 | $109.8K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,018 | $106.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 994 | $103.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 990 | $103.2K | 0.00% | +276+38.7% | Added |
| Pinnacle Bancorp, Inc. | 982 | $102.3K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 975 | $102.0K | 0.02% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 975 | $101.6K | 0.02% | +2+0.2% | Added |
| MUFG Securities EMEA plc | 936 | $97.5K | 0.00% | +936 | New |
| Ameriflex Group, Inc. | 941 | $97.3K | 0.05% | +38+4.2% | Added |
| Cromwell Holdings LLC | 930 | $96.9K | 0.06% | +23+2.5% | Added |
| Capital Advisors, Ltd. LLC | 913 | $95.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 907 | $94.5K | 0.00% | +380+72.1% | Added |
| Sentry Investment Management LLC | 909 | $94.0K | 0.05% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $94.0K | 0.01% | −41−4.3% | Reduced |
| FSA Wealth Management LLC | 900 | $93.8K | 0.04% | 00.0% | Unchanged |
| Rossby Financial, LCC | 877 | $91.4K | 0.03% | −317−26.5% | Reduced |
| Walleye Trading LLC | 877 | $91.4K | 0.00% | +350+66.4% | Added |
| Virtus ETF Advisers LLC | 870 | $90.7K | 0.06% | +870 | New |
| Clean Yield Group | 867 | $90.3K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 867 | $90.3K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 857 | $89.2K | 0.03% | +7+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 840 | $87.5K | 0.05% | +100+13.5% | Added |
| Barrett & Company, Inc. | 826 | $86.1K | 0.03% | +286+53.0% | Added |
| Loomis Sayles & Co L P | 826 | $86.1K | 0.00% | +826 | New |
| Onefund, LLC | 830 | $86.0K | 0.06% | +830 | New |
| Oakworth Capital, Inc. | 809 | $84.3K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 800 | $83.4K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 781 | $81.4K | 0.01% | +4+0.5% | Added |
| OP Asset Management Ltd | 760 | $79.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 757 | $78.9K | 0.01% | +3+0.4% | Added |
| Independence Bank of Kentucky | 756 | $78.8K | 0.01% | −100−11.7% | Reduced |
| Manchester Capital Management LLC | 742 | $77.3K | 0.01% | −2−0.3% | Reduced |
| Atlantic Union Bankshares Corp | 740 | $77.1K | 0.00% | +740 | New |
| GW&K Investment Management, LLC | 739 | $77.0K | 0.00% | +114+18.2% | Added |
| NBC Securities, Inc. | 731 | $76.0K | 0.01% | −18−2.4% | Reduced |
| Strengthening Families & Communities, LLC | 694 | $72.3K | 0.04% | +9+1.3% | Added |
| TruNorth Capital Management, LLC | 690 | $71.9K | 0.02% | −242−26.0% | Reduced |
| Robbins Farley LLC | 684 | $71.3K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 682 | $71.1K | 0.00% | −9,295−93.2% | Reduced |
| Avalon Trust Co | 666 | $69.4K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 639 | $66.6K | 0.02% | +156+32.3% | Added |
| Bank of Jackson Hole Trust | 632 | $65.9K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 612 | $63.8K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 578 | $63.0K | 0.02% | +578 | New |
| Beacon Capital Management, LLC | 603 | $62.8K | 0.01% | −533−46.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 600 | $62.5K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $62.5K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 591 | $61.6K | 0.00% | +73+14.1% | Added |
| New Age Alpha Advisors, LLC | 590 | $61.5K | 0.00% | −6−1.0% | Reduced |
| Anchor Investment Management, LLC | 587 | $61.2K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 580 | $60.4K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 564 | $58.8K | 0.00% | +509+925.5% | Added |
| CNB Bank | 564 | $58.8K | 0.03% | −2−0.4% | Reduced |
| Ancora Advisors, LLC | 554 | $57.7K | 0.00% | +200+56.5% | Added |
| Stephens Consulting, LLC | 553 | $57.6K | 0.01% | +9+1.7% | Added |
| Simplex Trading, LLC | 547 | $56.0K | 0.00% | +547 | New |
| Bruce G. Allen Investments, LLC | 529 | $55.1K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 524 | $54.6K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 521 | $54.3K | 0.01% | −27−4.9% | Reduced |
| Deseret Mutual Benefit Administrators | 488 | $50.9K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 480 | $50.0K | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 470 | $48.3K | 0.00% | −741−61.2% | Reduced |
| Binnacle Investments Inc | 445 | $46.4K | 0.03% | +13+3.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $45.8K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 430 | $44.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 425 | $44.3K | 0.00% | −50−10.5% | Reduced |
| Hoey Investments, Inc | 423 | $44.1K | 0.01% | +423 | New |
| Future Financial Wealth Managment LLC | 403 | $42.0K | 0.03% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $41.7K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 398 | $41.5K | 0.02% | −20−4.8% | Reduced |
| William B. Walkup & Associates, Inc. | 398 | $41.5K | 0.02% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 380 | $39.6K | 0.04% | +380 | New |
| Creekmur Asset Management LLC | 378 | $39.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 378 | $39.4K | 0.03% | +59+18.5% | Added |
| Piscataqua Savings Bank | 378 | $39.4K | 0.03% | −81−17.6% | Reduced |
| Olistico Wealth, LLC | 372 | $38.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 372 | $38.8K | 0.02% | +224+151.4% | Added |
| Whittier Trust Co | 359 | $37.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 351 | $36.6K | 0.01% | +16+4.8% | Added |
| Walleye Capital LLC | 349 | $36.4K | 0.00% | −8,471−96.0% | Reduced |