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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 6,715 | $709.6K | 0.25% | +55+0.8% | Added |
| Raleigh Capital Management Inc. | 6,799 | $708.5K | 0.30% | +84+1.3% | Added |
| Aquatic Capital Management LLC | 6,684 | $696.5K | 0.01% | −47,664−87.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 6,582 | $685.8K | 0.19% | +2,002+43.7% | Added |
| Fulcrum Asset Management LLP | 6,567 | $684.3K | 0.20% | +6,567 | New |
| Aptus Capital Advisors, LLC | 6,553 | $682.8K | 0.01% | −206−3.0% | Reduced |
| Clearstead Advisors, LLC | 6,472 | $674.4K | 0.01% | +689+11.9% | Added |
| Ti-Trust, Inc | 6,430 | $670.0K | 0.45% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 6,406 | $667.5K | 0.01% | +41+0.6% | Added |
| Avantax Planning Partners, Inc. | 6,402 | $667.1K | 0.02% | −21−0.3% | Reduced |
| Csenge Advisory Group | 6,198 | $665.9K | 0.04% | +73+1.2% | Added |
| Blossom Wealth Management | 6,349 | $661.6K | 1.17% | −200−3.1% | Reduced |
| Bradley Foster & Sargent Inc | 6,308 | $657.3K | 0.01% | +261+4.3% | Added |
| Rehmann Capital Advisory Group | 6,291 | $655.6K | 0.04% | +654+11.6% | Added |
| Prospera Financial Services Inc | 6,267 | $653.5K | 0.01% | +1,463+30.5% | Added |
| North Star Asset Management Inc | 6,158 | $641.7K | 0.03% | +226+3.8% | Added |
| Gradient Investments LLC | 6,140 | $639.8K | 0.01% | −10.0% | Reduced |
| IAG Wealth Partners, LLC | 6,074 | $632.9K | 0.08% | +20.0% | Added |
| Turning Point Benefit Group, Inc. | 6,068 | $632.3K | 0.48% | +448+8.0% | Added |
| PAX Financial Group, LLC | 6,064 | $631.9K | 0.12% | −662−9.8% | Reduced |
| Graham Capital Management, L.P. | 5,981 | $623.2K | 0.02% | +5,981 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,973 | $622.4K | 0.01% | −856−12.5% | Reduced |
| MAI Capital Management | 5,972 | $622.3K | 0.00% | +279+4.9% | Added |
| Focus Financial Network, Inc. | 5,927 | $617.6K | 0.02% | +677+12.9% | Added |
| TBH Global Asset Management, LLC | 5,916 | $616.4K | 0.13% | −39−0.7% | Reduced |
| Ballentine Partners, LLC | 5,901 | $614.9K | 0.01% | +199+3.5% | Added |
| Dakota Wealth Management | 5,852 | $609.8K | 0.01% | −765−11.6% | Reduced |
| Private Trust Co NA | 5,820 | $606.4K | 0.06% | −28−0.5% | Reduced |
| MPS Loria Financial Planners, LLC | 5,803 | $604.6K | 0.18% | −583−9.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,789 | $603.2K | 0.13% | +3,642+169.6% | Added |
| Forum Financial Management, LP | 5,786 | $602.9K | 0.01% | +4+0.1% | Added |
| Stonebridge Capital Advisors LLC | 5,776 | $601.9K | 0.05% | +1,672+40.7% | Added |
| Kesler, Norman & Wride, LLC | 5,776 | $601.9K | 0.11% | +6+0.1% | Added |
| Atomi Financial Group, Inc. | 5,771 | $601.3K | 0.02% | +490+9.3% | Added |
| Paradigm Financial Partners, LLC | 5,750 | $599.1K | 0.07% | −544−8.6% | Reduced |
| Natixis | 5,718 | $595.8K | 0.00% | +5,718 | New |
| Verdence Capital Advisors LLC | 5,712 | $595.2K | 0.04% | +92+1.6% | Added |
| City State Bank | 5,668 | $590.6K | 0.19% | −228−3.9% | Reduced |
| Signaturefd, LLC | 5,666 | $590.4K | 0.01% | +233+4.3% | Added |
| Central Trust Co | 5,664 | $590.2K | 0.01% | −115−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,645 | $588.2K | 0.01% | −1,277−18.4% | Reduced |
| Chicago Capital, LLC | 5,638 | $587.5K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 5,594 | $582.9K | 0.01% | +24+0.4% | Added |
| Picton Mahoney Asset Management | 5,583 | $582.0K | 0.01% | +5,583 | New |
| Aviva PLC | 5,538 | $577.1K | 0.00% | +325+6.2% | Added |
| HBK Sorce Advisory LLC | 5,502 | $573.3K | 0.02% | +19+0.3% | Added |
| Shell Asset Management Co | 5,463 | $569.0K | 0.02% | −3,719−40.5% | Reduced |
| MGB Wealth Management, LLC | 5,430 | $565.6K | 0.19% | −280−4.9% | Reduced |
| Hutner Capital Management Inc | 5,427 | $565.5K | 0.26% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,418 | $564.6K | 0.03% | −200−3.6% | Reduced |
| Resources Management Corp | 5,409 | $564.0K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 5,410 | $563.8K | 0.01% | +1,319+32.2% | Added |
| Nebula Research & Development LLC | 5,410 | $563.7K | 0.05% | −4,692−46.4% | Reduced |
| Simplicity Wealth,LLC | 5,402 | $562.9K | 0.02% | +5,402 | New |
| Robertson Stephens Wealth Management, LLC | 5,373 | $559.9K | 0.02% | +1,856+52.8% | Added |
| Sym Financial Corp | 5,327 | $555.1K | 0.06% | +143+2.8% | Added |
| Parallel Advisors, LLC | 5,320 | $554.4K | 0.01% | +312+6.2% | Added |
| Thrive Wealth Management, LLC | 5,304 | $552.7K | 0.09% | +18+0.3% | Added |
| WoodTrust Financial Corp | 5,289 | $551.0K | 0.08% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,243 | $546.3K | 0.22% | −1,308−20.0% | Reduced |
| Journey Strategic Wealth LLC | 5,236 | $545.6K | 0.02% | +1,062+25.4% | Added |
| Warren Averett Asset Management, LLC | 5,213 | $543.2K | 0.01% | +58+1.1% | Added |
| Boston Family Office LLC | 5,213 | $538.0K | 0.04% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 5,152 | $536.9K | 0.10% | +40+0.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,152 | $536.8K | 0.01% | +456+9.7% | Added |
| Moneta Group Investment Advisors LLC | 5,131 | $534.6K | 0.01% | +1,038+25.4% | Added |
| Advisors Capital Management, LLC | 5,097 | $531.2K | 0.01% | +245+5.0% | Added |
| Ransom Advisory, Ltd | 5,050 | $526.2K | 0.25% | −1,200−19.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $524.4K | 0.07% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 5,019 | $523.0K | 0.01% | +1,026+25.7% | Added |
| Dark Forest Capital Management LP | 4,981 | $519.0K | 0.02% | −29,138−85.4% | Reduced |
| Brown Miller Wealth Management, LLC | 4,940 | $514.7K | 0.16% | 00.0% | Unchanged |
| Hudock, Inc. | 4,917 | $512.4K | 0.08% | +4+0.1% | Added |
| Partnership Wealth Management, LLC | 4,900 | $510.6K | 0.41% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 4,896 | $510.2K | 0.24% | −130−2.6% | Reduced |
| Centennial Wealth Advisory LLC | 4,894 | $510.0K | 0.16% | −114−2.3% | Reduced |
| ProVise Management Group, LLC | 4,884 | $508.9K | 0.04% | +351+7.7% | Added |
| Alpha Cubed Investments, LLC | 4,884 | $508.9K | 0.02% | +57+1.2% | Added |
| Ambassador Advisors, LLC | 4,875 | $507.9K | 0.08% | +81+1.7% | Added |
| Mill Capital Management, LLC | 4,824 | $502.7K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 4,822 | $502.5K | 0.01% | −64−1.3% | Reduced |
| Oarsman Capital, Inc. | 4,807 | $500.9K | 0.08% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,796 | $500.0K | 0.04% | +406+9.2% | Added |
| Wetherby Asset Management Inc | 4,797 | $499.8K | 0.02% | +4,797 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,778 | $497.9K | 0.00% | −4,005−45.6% | Reduced |
| Financial Advisory Partners, LLC | 4,767 | $496.7K | 0.16% | −197−4.0% | Reduced |
| Daymark Wealth Partners, LLC | 4,738 | $493.7K | 0.02% | +1,390+41.5% | Added |
| Moloney Securities Asset Management, LLC | 4,730 | $492.9K | 0.06% | +4,730 | New |
| Altshuler Shaham Ltd | 4,722 | $492.0K | 0.02% | +1,279+37.1% | Added |
| Sterling Investment Advisors LLC | 3,110 | $491.3K | 0.26% | −152−4.7% | Reduced |
| Dynamic Advisor Solutions LLC | 4,695 | $489.2K | 0.02% | −95−2.0% | Reduced |
| Financial Advisors Network, Inc. | 4,688 | $488.4K | 0.07% | +136+3.0% | Added |
| Atria Wealth Solutions, Inc. | 4,684 | $488.2K | 0.01% | −4,728−50.2% | Reduced |
| Segment Wealth Management, LLC | 4,650 | $484.5K | 0.03% | +794+20.6% | Added |
| Haverford Trust Co | 4,635 | $483.0K | 0.00% | −148−3.1% | Reduced |
| Redmond Asset Management, LLC | 4,600 | $479.3K | 0.11% | −100−2.1% | Reduced |
| Smith, Moore & Co. | 4,591 | $478.4K | 0.04% | −148−3.1% | Reduced |
| Chesley Taft & Associates LLC | 4,561 | $475.3K | 0.02% | −52−1.1% | Reduced |
| SageView Advisory Group, LLC | 4,416 | $474.8K | 0.02% | −829−15.8% | Reduced |
| Monument Capital Management | 4,525 | $471.5K | 0.12% | +1,188+35.6% | Added |