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 |
|---|---|---|---|---|---|
| Highview Capital Management LLC | 10,635 | $1.11M | 0.43% | +10,635 | New |
| Citizens Financial Group Inc | 10,629 | $1.11M | 0.02% | +645+6.5% | Added |
| Rowland & Co Investment Counsel | 10,591 | $1.10M | 0.23% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,466 | $1.09M | 0.02% | +545+5.5% | Added |
| Harvest Fund Management Co., Ltd | 10,191 | $1.09M | 0.05% | +4,103+67.4% | Added |
| AlphaCore Capital LLC | 10,333 | $1.08M | 0.04% | +2,525+32.3% | Added |
| Fiduciary Trust Co | 10,326 | $1.08M | 0.01% | −791−7.1% | Reduced |
| Parsons Capital Management Inc | 10,251 | $1.07M | 0.07% | −70,297−87.3% | Reduced |
| Toroso Investments, LLC | 10,207 | $1.06M | 0.01% | −224−2.1% | Reduced |
| Aigen Investment Management, LP | 10,205 | $1.06M | 0.15% | −1,022−9.1% | Reduced |
| Coastal Bridge Advisors, LLC | 10,188 | $1.06M | 0.09% | +10,188 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,180 | $1.06M | 0.02% | +77+0.8% | Added |
| Apollon Wealth Management, LLC | 10,058 | $1.05M | 0.02% | +434+4.5% | Added |
| Johnson Investment Counsel Inc | 10,014 | $1.04M | 0.01% | −143−1.4% | Reduced |
| Wealthspire Advisors, LLC | 9,928 | $1.03M | 0.01% | −340−3.3% | Reduced |
| RSM US Wealth Management LLC | 9,915 | $1.03M | 0.01% | +1,561+18.7% | Added |
| Security National Bank | 9,912 | $1.03M | 0.18% | −19−0.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,818 | $1.02M | 0.04% | 00.0% | Unchanged |
| Pollock Investment Advisors, LLC | 9,799 | $1.02M | 0.83% | −1,200−10.9% | Reduced |
| Summit Trail Advisors, LLC | 9,798 | $1.02M | 0.02% | +4,137+73.1% | Added |
| Norden Group LLC | 9,795 | $1.02M | 0.11% | −114−1.2% | Reduced |
| Westpac Banking Corp | 9,725 | $1.01M | 0.07% | −617−6.0% | Reduced |
| EP Wealth Advisors, LLC | 9,698 | $1.01M | 0.01% | +3,005+44.9% | Added |
| OV Management LLC | 9,695 | $1.01M | 0.85% | −14,749−60.3% | Reduced |
| Wealth Architects, LLC | 9,692 | $1.01M | 0.10% | −44−0.5% | Reduced |
| Arkadios Wealth Advisors | 9,644 | $1.00M | 0.03% | +753+8.5% | Added |
| Illinois Municipal Retirement Fund | 9,623 | $1.00M | 0.01% | −8,502−46.9% | Reduced |
| American State Bank (Iowa) | 9,584 | $998.7K | 0.55% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 9,014 | $986.4K | 0.04% | +5,107+130.7% | Added |
| Fullcircle Wealth LLC | 8,810 | $980.2K | 0.37% | +53+0.6% | Added |
| Intact Investment Management Inc. | 9,400 | $979.5K | 0.03% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 9,385 | $977.9K | 0.78% | +68+0.7% | Added |
| Valmark Advisers, Inc. | 9,308 | $969.9K | 0.01% | −118−1.3% | Reduced |
| Friedenthal Financial | 9,258 | $964.7K | 0.53% | +8,518+1,151.1% | Added |
| Bank & Trust Co | 9,232 | $962.0K | 0.76% | −42−0.5% | Reduced |
| Hendershot Investments Inc. | 9,218 | $960.5K | 0.13% | −151−1.6% | Reduced |
| NewEdge Wealth, LLC | 8,555 | $947.0K | 0.01% | +953+12.5% | Added |
| Charter Capital Management, LLC | 9,043 | $942.3K | 0.55% | +9,043 | New |
| Drake & Associates, LLC | 9,012 | $939.1K | 0.23% | +1,940+27.4% | Added |
| Precedent Wealth Partners, LLC | 8,953 | $932.9K | 0.23% | +2,132+31.3% | Added |
| Wesbanco Bank Inc | 8,940 | $931.5K | 0.03% | +383+4.5% | Added |
| HB Wealth Management, LLC | 8,848 | $922.1K | 0.01% | −120−1.3% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 8,822 | $919.3K | 0.95% | −91−1.0% | Reduced |
| Chelsea Counsel Co | 8,672 | $903.6K | 0.45% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,636 | $899.9K | 0.10% | +5+0.1% | Added |
| McDonald Partners LLC | 8,573 | $898.3K | 0.22% | −224−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,601 | $896.2K | 0.06% | −596−6.5% | Reduced |
| TownSquare Capital, LLC | 8,526 | $888.4K | 0.09% | −124,985−93.6% | Reduced |
| Vantage Financial Partners, LLC | 8,440 | $879.5K | 0.20% | +47+0.6% | Added |
| Montag A & Associates Inc | 8,414 | $876.7K | 0.04% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 8,403 | $875.6K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 8,483 | $874.9K | 0.09% | +585+7.4% | Added |
| Intrua Financial, LLC | 8,291 | $863.9K | 0.12% | −126−1.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 8,281 | $862.9K | 0.06% | +97+1.2% | Added |
| BKD Wealth Advisors, LLC | 8,218 | $856.3K | 0.02% | +61+0.7% | Added |
| Romano Brothers and Company | 8,206 | $855.1K | 0.11% | −1,060−11.4% | Reduced |
| Searle & Co. | 8,200 | $854.4K | 0.24% | 00.0% | Unchanged |
| PFG Investments, LLC | 8,148 | $849.0K | 0.05% | +85+1.1% | Added |
| Aster Capital Management (DIFC) Ltd | 8,135 | $847.7K | 0.19% | +4,007+97.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,103 | $844.3K | 0.04% | −83−1.0% | Reduced |
| FineMark National Bank & Trust | 8,089 | $842.9K | 0.03% | −28−0.3% | Reduced |
| Group One Trading, L.P. | 8,063 | $840.2K | 0.03% | +6,381+379.4% | Added |
| Meeder Advisory Services, Inc. | 8,032 | $837.0K | 0.04% | +248+3.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,954 | $828.8K | 0.10% | +426+5.7% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $827.5K | 0.03% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 7,863 | $819.4K | 0.01% | +1,539+24.3% | Added |
| Resources Investment Advisors, LLC. | 7,842 | $817.1K | 0.01% | −882−10.1% | Reduced |
| MSH Capital Advisors LLC | 7,786 | $811.3K | 0.23% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 7,777 | $810.3K | 0.20% | −45−0.6% | Reduced |
| Loudon Investment Management, LLC | 7,710 | $803.4K | 0.44% | +515+7.2% | Added |
| Sierra Summit Advisors LLC | 7,662 | $798.4K | 0.14% | −10−0.1% | Reduced |
| Greenleaf Trust | 7,654 | $797.5K | 0.01% | −555−6.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,632 | $795.2K | 0.00% | +296+4.0% | Added |
| Winch Advisory Services, LLC | 7,621 | $794.1K | 0.19% | +63+0.8% | Added |
| Chicago Trust Co NA | 7,613 | $793.3K | 0.11% | +1,965+34.8% | Added |
| Beaton Management Co. Inc. | 7,584 | $790.0K | 0.39% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,580 | $789.8K | 0.00% | +4,221+125.7% | Added |
| Clifford Swan Investment Counsel LLC | 7,555 | $787.2K | 0.03% | +10.0% | Added |
| Kovitz Investment Group Partners, LLC | 7,510 | $782.5K | 0.00% | +250+3.4% | Added |
| Qtron Investments LLC | 7,456 | $776.9K | 0.10% | −5,099−40.6% | Reduced |
| Venturi Wealth Management, LLC | 7,412 | $772.3K | 0.04% | −284−3.7% | Reduced |
| Waratah Capital Advisors Ltd. | 7,364 | $767.3K | 0.05% | −104,647−93.4% | Reduced |
| Investment House LLC | 7,300 | $760.7K | 0.04% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,263 | $756.8K | 0.01% | −6,383−46.8% | Reduced |
| North Star Investment Management Corp. | 7,256 | $756.1K | 0.05% | −600−7.6% | Reduced |
| SPC Financial, Inc. | 7,242 | $754.6K | 0.06% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,224 | $752.7K | 0.01% | +799+12.4% | Added |
| Callan Family Office, LLC | 7,204 | $750.7K | 0.02% | +3,792+111.1% | Added |
| Elevated Capital Advisors, LLC | 6,800 | $741.0K | 0.21% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 7,102 | $740.0K | 0.03% | −33−0.5% | Reduced |
| MUFG Securities Americas Inc. | 7,073 | $737.0K | 0.06% | +1,450+25.8% | Added |
| VeraBank, N.A. | 7,051 | $734.7K | 0.15% | +7,051 | New |
| Snowden Capital Advisors LLC | 7,047 | $734.3K | 0.02% | −2,739−28.0% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $731.8K | 0.24% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,014 | $730.9K | 0.08% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7,005 | $729.9K | 0.02% | +232+3.4% | Added |
| Eastern Bank | 6,966 | $725.9K | 0.01% | −159−2.2% | Reduced |
| Equitable Holdings, Inc. | 6,881 | $717.0K | 0.01% | +494+7.7% | Added |
| Farther Finance Advisors, LLC | 6,861 | $714.8K | 0.01% | −1,064−13.4% | Reduced |
| Buckley Wealth Management, LLC | 6,823 | $711.0K | 0.21% | −50−0.7% | Reduced |