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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 4,521 | $471.1K | 0.03% | −10−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,520 | $471.0K | 0.02% | −268−5.6% | Reduced |
| Advisors Management Group Inc | 4,510 | $470.0K | 0.09% | +17+0.4% | Added |
| LS Investment Advisors, LLC | 4,482 | $467.0K | 0.07% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,475 | $466.3K | 0.26% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 4,460 | $464.8K | 0.03% | −1,791−28.7% | Reduced |
| Colonial Trust Advisors | 4,395 | $458.0K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 4,387 | $457.1K | 0.02% | +198+4.7% | Added |
| V-Square Quantitative Management LLC | 4,385 | $456.9K | 0.06% | +466+11.9% | Added |
| Marshall Investment Management, LLC | 4,372 | $455.6K | 2.16% | +36+0.8% | Added |
| Reuter James Wealth Management, LLC | 4,361 | $454.4K | 0.07% | 00.0% | Unchanged |
| Danske Bank A/S | 4,359 | $454.2K | 0.00% | +825+23.3% | Added |
| Blue Barn Wealth, LLC | 4,330 | $451.2K | 0.21% | +135+3.2% | Added |
| Crewe Advisors LLC | 4,304 | $448.5K | 0.06% | +40+0.9% | Added |
| Carl P. Sherr & Co., LLC | 4,293 | $447.3K | 0.23% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,268 | $444.8K | 0.07% | +20.0% | Added |
| Coldstream Capital Management Inc | 4,252 | $443.0K | 0.01% | +174+4.3% | Added |
| EntryPoint Capital, LLC | 4,239 | $441.7K | 0.22% | +4,239 | New |
| West Family Investments, Inc. | 4,215 | $439.2K | 0.11% | −10.0% | Reduced |
| Mission Wealth Management, LP | 4,200 | $437.6K | 0.01% | −153−3.5% | Reduced |
| West Paces Advisors Inc. | 4,191 | $436.7K | 0.09% | −101−2.4% | Reduced |
| Old Second National Bank of Aurora | 4,171 | $434.6K | 0.09% | 00.0% | Unchanged |
| Plancorp, LLC | 4,167 | $434.2K | 0.02% | +15+0.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,144 | $431.8K | 0.01% | +132+3.3% | Added |
| Bullock Wealth Management Group | 4,107 | $430.2K | 0.23% | −506−11.0% | Reduced |
| Courier Capital LLC | 4,086 | $425.8K | 0.03% | −95−2.3% | Reduced |
| Old Mission Investment Co LLC | 4,069 | $424.0K | 0.12% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $423.1K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,050 | $422.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,032 | $420.1K | 0.01% | −21,246−84.0% | Reduced |
| Carret Asset Management, LLC | 4,000 | $416.8K | 0.04% | 00.0% | Unchanged |
| Syon Capital LLC | 3,996 | $416.4K | 0.03% | +1,816+83.3% | Added |
| Marble Harbor Investment Counsel, LLC | 3,982 | $414.9K | 0.05% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 3,980 | $414.7K | 0.03% | +49+1.2% | Added |
| Gibbs Wealth Management | 3,970 | $413.7K | 0.08% | +693+21.1% | Added |
| Bruce & Co., Inc. | 3,945 | $411.1K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,936 | $410.1K | 0.02% | −127−3.1% | Reduced |
| Park National Corp | 3,928 | $409.3K | 0.01% | −22−0.6% | Reduced |
| Phillips Wealth Planners LLC | 3,916 | $405.9K | 0.37% | −108−2.7% | Reduced |
| Tyler-Stone Wealth Management | 3,890 | $405.3K | 0.07% | −100−2.5% | Reduced |
| Revisor Wealth Management LLC | 3,823 | $404.0K | 0.15% | +3,823 | New |
| Arete Wealth Advisors, LLC | 3,878 | $404.0K | 0.03% | −320−7.6% | Reduced |
| Smithfield Trust Co | 3,856 | $401.0K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,848 | $401.0K | 0.05% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 3,845 | $400.6K | 0.19% | −96−2.4% | Reduced |
| Greenfield Savings Bank | 3,841 | $400.2K | 0.18% | +28+0.7% | Added |
| Brandywine Oak Private Wealth LLC | 3,832 | $399.3K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,824 | $398.4K | 0.00% | −303−7.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,817 | $397.8K | 0.19% | +14+0.4% | Added |
| Kiker Wealth Management, LLC | 3,812 | $397.3K | 0.22% | −108−2.8% | Reduced |
| Appleton Partners Inc | 3,806 | $397.0K | 0.03% | −200−5.0% | Reduced |
| Fortis Group Advisors, LLC | 3,805 | $396.5K | 0.07% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 3,633 | $395.9K | 0.24% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,791 | $395.1K | 0.17% | +318+9.2% | Added |
| Banque Cantonale Vaudoise | 3,790 | $395.0K | 0.02% | +15+0.4% | Added |
| Certior Financial Group, LLC | 3,742 | $389.9K | 0.30% | +9+0.2% | Added |
| AdvisorNet Financial, Inc | 3,736 | $389.2K | 0.03% | −205−5.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,730 | $388.7K | 0.23% | +3,730 | New |
| Canada Post Corp Registered Pension Plan | 3,722 | $387.8K | 0.02% | +3,722 | New |
| LifeWealth Investments, LLC | 3,690 | $384.5K | 0.07% | +109+3.0% | Added |
| Insight Wealth Strategies, LLC | 3,669 | $384.3K | 0.05% | −58−1.6% | Reduced |
| ZWJ Investment Counsel Inc | 3,688 | $384.3K | 0.01% | −174−4.5% | Reduced |
| Golden State Equity Partners | 3,676 | $383.0K | 0.07% | +224+6.5% | Added |
| Skopos Labs, Inc. | 3,668 | $382.2K | 0.05% | +997+37.3% | Added |
| WealthTrust Axiom LLC | 3,666 | $382.0K | 0.11% | 00.0% | Unchanged |
| Umb Bank N A | 3,660 | $381.4K | 0.01% | −61−1.6% | Reduced |
| Hanson & Doremus Investment Management | 3,659 | $381.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,628 | $378.0K | 0.01% | −47−1.3% | Reduced |
| Cornerstone Enterprises, LLC | 3,619 | $377.1K | 0.20% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 3,618 | $377.0K | 0.19% | 00.0% | Unchanged |
| Quest Partners LLC | 3,618 | $377.0K | 0.04% | −2,677−42.5% | Reduced |
| Baader Bank INC | 3,625 | $374.4K | 0.03% | +1,084+42.7% | Added |
| Regal Investment Advisors LLC | 3,518 | $366.6K | 0.03% | +3,518 | New |
| GTS Securities LLC | 3,517 | $366.5K | 0.02% | −14,049−80.0% | Reduced |
| Perigon Wealth Management, LLC | 3,516 | $366.4K | 0.01% | +369+11.7% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 3,498 | $364.5K | 0.36% | +55+1.6% | Added |
| Premier Path Wealth Partners, LLC | 3,469 | $361.5K | 0.05% | +134+4.0% | Added |
| Moment Partners, LLC | 3,464 | $361.0K | 0.07% | +134+4.0% | Added |
| F/M Investments LLC | 3,461 | $360.6K | 0.01% | −16,329−82.5% | Reduced |
| LMR Partners LLP | 3,455 | $360.0K | 0.01% | +3,455 | New |
| Reynders McVeigh Capital Management, LLC | 3,454 | $360.0K | 0.02% | −290−7.7% | Reduced |
| CWS Financial Advisors, LLC | 3,452 | $359.6K | 0.10% | +148+4.5% | Added |
| First United Bank Trust | 3,450 | $359.5K | 0.13% | +3,450 | New |
| Wolverine Trading, LLC | 3,475 | $358.4K | 0.01% | +3,475 | New |
| Nilsine Partners, LLC | 3,424 | $356.8K | 0.04% | +27+0.8% | Added |
| Wealthquest Corp | 3,420 | $356.4K | 0.03% | −3−0.1% | Reduced |
| Old North State Wealth Management, LLC | 3,376 | $352.3K | 0.18% | +133+4.1% | Added |
| Strategy Asset Managers LLC | 3,345 | $348.6K | 0.07% | −74−2.2% | Reduced |
| Summit Asset Management, LLC | 3,335 | $347.5K | 0.06% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,307 | $345.0K | 0.00% | −1,868−36.1% | Reduced |
| Prossimo Advisors, LLC | 3,294 | $343.0K | 0.28% | −1,720−34.3% | Reduced |
| Choate Investment Advisors | 3,282 | $342.0K | 0.01% | +335+11.4% | Added |
| SkyOak Wealth, LLC | 3,244 | $338.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,210 | $334.5K | 0.02% | −2,394−42.7% | Reduced |
| Wedmont Private Capital | 3,209 | $334.4K | 0.01% | +757+30.9% | Added |
| Independent Financial Group, LLC | 3,207 | $334.2K | 0.01% | −520−14.0% | Reduced |
| Advisor OS, LLC | 3,187 | $332.1K | 0.03% | −58−1.8% | Reduced |
| Gryphon Financial Partners LLC | 3,180 | $331.4K | 0.04% | −10−0.3% | Reduced |
| Western Wealth Management, LLC | 3,158 | $329.1K | 0.02% | −17−0.5% | Reduced |
| CWA Asset Management Group, LLC | 3,156 | $328.9K | 0.01% | +209+7.1% | Added |