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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 34,296 | $3.57M | 0.01% | +5,710+20.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 34,226 | $3.57M | 0.14% | +949+2.9% | Added |
| Brentview Investment Management LLC | 33,452 | $3.49M | 1.76% | −576−1.7% | Reduced |
| KBC Group NV | 32,983 | $3.44M | 0.01% | +6,652+25.3% | Added |
| Premier Fund Managers Ltd | 33,000 | $3.40M | 0.12% | +3,000+10.0% | Added |
| Castellan Group, LLC | 32,434 | $3.38M | 0.62% | +1,907+6.2% | Added |
| Belpointe Asset Management LLC | 31,829 | $3.32M | 0.14% | +1,944+6.5% | Added |
| Captrust Financial Advisors | 31,729 | $3.31M | 0.01% | +1,584+5.3% | Added |
| Kestra Advisory Services, LLC | 31,515 | $3.28M | 0.02% | +4,852+18.2% | Added |
| Eventide Asset Management, LLC | 29,329 | $3.27M | 0.06% | +4,388+17.6% | Added |
| Leavell Investment Management, Inc. | 31,031 | $3.23M | 0.14% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 31,000 | $3.23M | 1.71% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 30,875 | $3.22M | 0.01% | +2,921+10.4% | Added |
| Colony Group, LLC | 30,418 | $3.17M | 0.01% | +8,490+38.7% | Added |
| Prosperity Consulting Group, LLC | 30,412 | $3.17M | 0.23% | −1,309−4.1% | Reduced |
| TD Private Client Wealth LLC | 30,316 | $3.16M | 0.08% | −1,228−3.9% | Reduced |
| Journey Advisory Group, LLC | 30,264 | $3.15M | 0.25% | −161−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 30,059 | $3.13M | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30,018 | $3.13M | 0.09% | −1,000−3.2% | Reduced |
| UniSuper Management Pty Ltd | 29,814 | $3.11M | 0.02% | −20−0.1% | Reduced |
| Marietta Investment Partners LLC | 29,736 | $3.10M | 0.68% | +15,900+114.9% | Added |
| Centiva Capital, LP | 29,132 | $3.04M | 0.20% | +29,132 | New |
| Metis Global Partners, LLC | 28,721 | $2.99M | 0.08% | +2,034+7.6% | Added |
| Pinebridge Investments, L.P. | 28,438 | $2.96M | 0.02% | +28,438 | New |
| Concurrent Investment Advisors, LLC | 28,299 | $2.95M | 0.06% | +5,648+24.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 27,952 | $2.91M | 0.06% | +6,128+28.1% | Added |
| Oregon Public Employees Retirement Fund | 27,553 | $2.87M | 0.05% | +300+1.1% | Added |
| Lantz Financial LLC | 27,410 | $2.86M | 0.71% | −282−1.0% | Reduced |
| Mercer Global Advisors Inc | 27,221 | $2.84M | 0.01% | +39+0.1% | Added |
| Rothschild Investment LLC | 26,929 | $2.81M | 0.18% | −20.0% | Reduced |
| apricus wealth, LLC | 26,850 | $2.80M | 1.63% | +1,700+6.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 26,811 | $2.79M | 1.23% | +364+1.4% | Added |
| Private Advisor Group, LLC | 26,746 | $2.79M | 0.02% | +200+0.8% | Added |
| Bokf, NA | 26,659 | $2.78M | 0.04% | −440−1.6% | Reduced |
| Level Four Advisory Services, LLC | 26,247 | $2.73M | 0.10% | −4,344−14.2% | Reduced |
| Vident Advisory, LLC | 26,227 | $2.73M | 0.03% | +1,438+5.8% | Added |
| Patton Fund Management, Inc. | 25,938 | $2.70M | 0.59% | +25,938 | New |
| HighPoint Advisor Group LLC | 25,910 | $2.70M | 0.14% | −433−1.6% | Reduced |
| Brown Advisory Inc | 25,757 | $2.68M | 0.00% | −155−0.6% | Reduced |
| Principal Securities, Inc. | 25,623 | $2.67M | 0.05% | +2,001+8.5% | Added |
| NEOS Investment Management LLC | 25,400 | $2.65M | 0.03% | +5,349+26.7% | Added |
| Shakespeare Wealth Management, Inc. | 25,384 | $2.65M | 0.71% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 24,971 | $2.60M | 0.13% | +24,971 | New |
| J.W. Cole Advisors, Inc. | 24,929 | $2.60M | 0.06% | +372+1.5% | Added |
| Mesirow Financial Investment Management, Inc. | 24,801 | $2.58M | 0.05% | −23,213−48.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 24,744 | $2.58M | 0.22% | +370+1.5% | Added |
| Semmax Financial Advisors Inc. | 23,229 | $2.56M | 0.66% | +448+2.0% | Added |
| Meritage Portfolio Management | 24,244 | $2.53M | 0.16% | −528−2.1% | Reduced |
| Pensionmark Financial Group, LLC | 24,087 | $2.51M | 0.06% | +3,319+16.0% | Added |
| Associated Banc-Corp | 23,986 | $2.50M | 0.07% | +1,557+6.9% | Added |
| Intech Investment Management LLC | 23,512 | $2.45M | 0.02% | +963+4.3% | Added |
| Polymer Capital Management (US) LLC | 23,479 | $2.45M | 0.40% | +20,190+613.9% | Added |
| Lido Advisors, LLC | 23,465 | $2.45M | 0.01% | +959+4.3% | Added |
| Smith Group Asset Management, LLC | 23,440 | $2.44M | 0.16% | −4,560−16.3% | Reduced |
| Empowered Funds, LLC | 23,290 | $2.43M | 0.03% | +6,592+39.5% | Added |
| Quantbot Technologies LP | 23,250 | $2.42M | 0.06% | +22,703+4,150.5% | Added |
| Broadwater Capital Management LLC | 2,417,440 | $2.42M | 1.88% | +2,394,240+10,320.0% | Added |
| Independent Advisor Alliance | 22,984 | $2.39M | 0.07% | +658+2.9% | Added |
| CWM, LLC | 22,696 | $2.37M | 0.01% | +3,142+16.1% | Added |
| Janus Henderson Group PLC | 22,691 | $2.36M | 0.00% | −39,970−63.8% | Reduced |
| Global Retirement Partners, LLC | 22,612 | $2.36M | 0.06% | +22,612 | New |
| Meyer Handelman Co | 22,550 | $2.35M | 0.08% | −1,378−5.8% | Reduced |
| RFG Advisory, LLC | 22,257 | $2.32M | 0.05% | −3,724−14.3% | Reduced |
| Sterling Capital Management LLC | 22,142 | $2.31M | 0.03% | +3,974+21.9% | Added |
| Sit Investment Associates Inc | 22,063 | $2.30M | 0.05% | −167−0.8% | Reduced |
| Mizuho Securities USA LLC | 22,054 | $2.30M | 0.05% | +22,054 | New |
| Dai-Ichi Life Insurance Company, Ltd | 21,741 | $2.27M | 0.06% | +4,307+24.7% | Added |
| Thrivent Financial for Lutherans | 21,511 | $2.23M | 0.00% | +2,227+11.5% | Added |
| Savant Capital, LLC | 21,371 | $2.23M | 0.02% | −487−2.2% | Reduced |
| Flputnam Investment Management Co | 21,332 | $2.22M | 0.04% | −384−1.8% | Reduced |
| London & Capital Asset Management Ltd | 21,267 | $2.22M | 0.17% | −19,424−47.7% | Reduced |
| Keybank National Association | 21,037 | $2.19M | 0.01% | −3,207−13.2% | Reduced |
| Drucker Wealth 3.0, LLC | 21,031 | $2.19M | 0.42% | −1,184−5.3% | Reduced |
| Colonial Trust Co | 20,765 | $2.16M | 0.31% | +30.0% | Added |
| Integrated Wealth Concepts LLC | 20,665 | $2.15M | 0.02% | +5,021+32.1% | Added |
| Kentucky Retirement Systems | 20,265 | $2.11M | 0.06% | −1,328−6.2% | Reduced |
| Red Cedar Investment Management, LLC | 20,045 | $2.09M | 0.26% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 20,022 | $2.09M | 0.34% | +1,235+6.6% | Added |
| Stonebridge Financial Group, LLC | 19,748 | $2.06M | 0.20% | −92−0.5% | Reduced |
| KCM Investment Advisors LLC | 19,657 | $2.05M | 0.07% | −342−1.7% | Reduced |
| Ameritas Investment Partners, Inc. | 19,490 | $2.03M | 0.06% | +224+1.2% | Added |
| Nicolet Bankshares Inc | 19,370 | $2.02M | 0.35% | −16−0.1% | Reduced |
| Advisors Asset Management, Inc. | 19,335 | $2.01M | 0.04% | −5,808−23.1% | Reduced |
| Hartford Investment Management Co | 19,240 | $2.00M | 0.06% | −130−0.7% | Reduced |
| Norinchukin Bank, The | 19,190 | $2.00M | 0.03% | +1,457+8.2% | Added |
| BKM Wealth Management, LLC | 19,045 | $1.98M | 0.78% | +170+0.9% | Added |
| Ascent Group, LLC | 19,000 | $1.98M | 0.08% | +1,302+7.4% | Added |
| Apollon Financial, LLC | 18,995 | $1.98M | 0.41% | +426+2.3% | Added |
| GAMMA Investing LLC | 18,992 | $1.98M | 0.13% | +2,163+12.9% | Added |
| Prudential PLC | 18,966 | $1.98M | 0.01% | +13,133+225.2% | Added |
| Atlantic Trust, LLC | 18,767 | $1.96M | 0.37% | −226−1.2% | Reduced |
| Motley Fool Wealth Management, LLC | 18,751 | $1.95M | 0.12% | −5,785−23.6% | Reduced |
| Gries Financial LLC | 18,547 | $1.93M | 0.35% | +1,075+6.2% | Added |
| iA Global Asset Management Inc. | 18,333 | $1.91M | 0.03% | +4,783+35.3% | Added |
| Pathway Financial Advisers, LLC | 18,176 | $1.89M | 0.61% | −53−0.3% | Reduced |
| Hancock Whitney Corp | 18,119 | $1.89M | 0.04% | +18,119 | New |
| Campbell Capital Management Inc | 18,000 | $1.88M | 0.73% | +18,000 | New |
| Spirit of America Management Corp | 17,700 | $1.84M | 0.38% | +250+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 17,587 | $1.83M | 0.34% | +544+3.2% | Added |
| Caldwell Trust Co | 17,497 | $1.82M | 0.18% | −188−1.1% | Reduced |