Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2025: 1,258 institutions

Value heldQ2 2025: $27.5B

Institutions holding WEC and their total value by quarter
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.

Institutions holding WEC in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Valued Wealth Advisors LLC	343	$35.7K	0.02%	00.0%	Unchanged
Valley National Advisers Inc	338	$35.0K	0.01%	00.0%	Unchanged
Medallion Wealth Advisors, LLC	332	$34.8K	0.01%	00.0%	Unchanged
Center for Financial Planning, Inc.	333	$34.7K	0.00%	00.0%	Unchanged
ORG Partners LLC	328	$34.4K	0.01%	+130+65.7%	Added
Kestra Investment Management, LLC	315	$34.3K	0.00%	00.0%	Unchanged
Pinnacle Financial Partners Inc	328	$34.2K	0.00%	00.0%	Unchanged
Peoples Financial Services Corp.	326	$34.0K	0.02%	00.0%	Unchanged
NewSquare Capital LLC	305	$31.8K	0.00%	+115+60.5%	Added
Silvant Capital Management LLC	290	$30.2K	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	287	$29.9K	0.02%	+3+1.1%	Added
New England Capital Financial Advisors LLC	278	$29.0K	0.01%	+202+265.8%	Added
Prudent Man Investment Management, Inc.	300	$28.2K	0.02%	00.0%	Unchanged
LOM Asset Management Ltd	265	$28.0K	0.01%	+265	New
Osterweis Capital Management Inc	262	$27.3K	0.00%	+262	New
Princeton Global Asset Management LLC	262	$27.3K	0.00%	+1+0.4%	Added
Coastline Trust Co	261	$27.2K	0.00%	−44−14.4%	Reduced
Plante Moran Financial Advisors, LLC	256	$26.7K	0.00%	00.0%	Unchanged
Hughes Financial Services, LLC	242	$26.6K	0.00%	−15−5.8%	Reduced
Capital A Wealth Management, LLC	313	$26.3K	0.30%	+307+5,116.7%	Added
Rosenberg Matthew Hamilton	252	$26.3K	0.01%	00.0%	Unchanged
Grove Bank & Trust	250	$26.1K	0.00%	+86+52.4%	Added
Bayforest Capital Ltd	246	$25.6K	0.01%	+246	New
CoreFirst Bank & Trust	245	$25.5K	0.01%	+245	New
Opal Wealth Advisors, LLC	240	$25.0K	0.01%	−50−17.2%	Reduced
Covestor Ltd	244	$25.0K	0.01%	+4+1.7%	Added
Truvestments Capital LLC	233	$24.3K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	230	$24.0K	0.00%	+230	New
Boyd Watterson Asset Management LLC	228	$23.8K	0.01%	00.0%	Unchanged
Gen-Wealth Partners Inc	225	$23.4K	0.01%	00.0%	Unchanged
Hemington Wealth Management	224	$23.0K	0.00%	+24+12.0%	Added
Clear Street Markets LLC	215	$22.4K	0.01%	+215	New
Alpine Bank Wealth Management	214	$22.3K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	203	$21.2K	0.00%	−8−3.8%	Reduced
Bank of New Hampshire	200	$20.8K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	196	$20.4K	0.00%	+16+8.9%	Added
Wolff Wiese Magana LLC	193	$20.1K	0.01%	00.0%	Unchanged
MV Capital Management, Inc.	192	$20.0K	0.00%	00.0%	Unchanged
GoalVest Advisory LLC	190	$19.8K	0.00%	+190	New
Briaud Financial Planning, Inc	184	$19.0K	0.01%	+70+61.4%	Added
Hoese & Co LLP	180	$18.8K	0.02%	+180	New
First Community Trust NA	166	$17.3K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	154	$16.1K	0.01%	00.0%	Unchanged
SBI Securities Co., Ltd.	148	$15.4K	0.00%	+12+8.8%	Added
Fortitude Family Office, LLC	146	$15.2K	0.01%	+33+29.2%	Added
Cornerstone Planning Group LLC	135	$14.8K	0.00%	−54−28.6%	Reduced
Quintet Private Bank (Europe) S.A.	140	$14.6K	0.00%	+140	New
Bogart Wealth, LLC	139	$14.5K	0.00%	+105+308.8%	Added
Christopher J. Hasenberg, Inc	137	$14.3K	0.01%	00.0%	Unchanged
Dunhill Financial, LLC	136	$14.2K	0.00%	+59+76.6%	Added
Midwest Capital Advisors, LLC	136	$14.2K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	132	$13.8K	0.00%	+92+230.0%	Added
Ridgewood Investments LLC	128	$13.3K	0.01%	−1,599−92.6%	Reduced
Rogco, LP	126	$13.1K	0.00%	00.0%	Unchanged
CGC Financial Services, LLC	120	$12.5K	0.00%	00.0%	Unchanged
Kimelman & Baird, LLC	116	$12.1K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	117	$12.1K	0.00%	+90+333.3%	Added
Financial Management Professionals, Inc.	114	$11.9K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	112	$11.7K	0.00%	00.0%	Unchanged
Sachetta, LLC	109	$11.4K	0.00%	+29+36.3%	Added
Strategic Wealth Partners, Ltd.	109	$11.4K	0.00%	+109	New
Sittner & Nelson, LLC	107	$11.1K	0.00%	00.0%	Unchanged
Key Financial Inc	106	$11.0K	0.00%	00.0%	Unchanged
Lazard Asset Management LLC	115	$11.0K	0.00%	+8+7.5%	Added
Mendota Financial Group, LLC	105	$10.9K	0.01%	00.0%	Unchanged
Twin Peaks Wealth Advisors, LLC	99	$10.8K	0.00%	+99	New
Front Row Advisors LLC	102	$10.6K	0.00%	00.0%	Unchanged
PFS Partners, LLC	101	$10.5K	0.01%	+101	New
Chilton Capital Management LLC	100	$10.4K	0.00%	−58−36.7%	Reduced
HighMark Wealth Management LLC	100	$10.4K	0.01%	00.0%	Unchanged
Park Square Financial Group, LLC	99	$10.3K	0.01%	00.0%	Unchanged
JFS Wealth Advisors, LLC	97	$10.1K	0.00%	00.0%	Unchanged
Hazlett, Burt & Watson, Inc.	96	$10.0K	0.00%	−85−47.0%	Reduced
Evolution Wealth Management Inc.	94	$9.80K	0.01%	+94	New
Stone House Investment Management, LLC	90	$9.38K	0.00%	+90	New
McCarthy Grittinger Financial Group, LLC	89	$9.27K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	85	$8.86K	0.01%	00.0%	Unchanged
Activest Wealth Management	83	$8.65K	0.00%	−1−1.2%	Reduced
Solstein Capital, LLC	82	$8.54K	0.00%	00.0%	Unchanged
Total Investment Management Inc	82	$8.51K	0.00%	+82	New
Sierra Ocean, LLC	81	$8.45K	0.01%	−50−38.2%	Reduced
Richard W. Paul & Associates, LLC	80	$8.34K	0.00%	−1−1.2%	Reduced
Murphy & Mullick Capital Management Corp	80	$8.32K	0.01%	+1+1.3%	Added
Harbor Investment Advisory, LLC	79	$8.23K	0.00%	00.0%	Unchanged
Bellwether Advisors, LLC	79	$8.23K	0.00%	+79	New
Marshall & Sterling Wealth Advisors Inc.	74	$7.71K	0.01%	+74	New
Golden State Wealth Management, LLC	71	$7.40K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	68	$7.09K	0.00%	+68	New
Horizon Bancorp Inc	68	$7.00K	0.00%	00.0%	Unchanged
LRI Investments, LLC	67	$6.98K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	67	$6.98K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	64	$6.67K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	62	$6.46K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	62	$6.46K	0.00%	+62	New
Mid-American Wealth Advisory Group, Inc.	62	$6.46K	0.00%	+62	New
Reyes Financial Architecture, Inc.	61	$6.36K	0.01%	00.0%	Unchanged
GFG Capital, LLC	60	$6.25K	0.00%	+60	New
1620 Investment Advisors, Inc.	59	$6.15K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	56	$5.83K	0.00%	+34+154.5%	Added
Abound Wealth Management	55	$5.75K	0.00%	00.0%	Unchanged