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 |
|---|---|---|---|---|---|
| MJP Associates Inc | 3,144 | $327.6K | 0.05% | +18+0.6% | Added |
| Zacks Investment Management | 3,143 | $327.5K | 0.00% | +13+0.4% | Added |
| Cigna Investments Inc | 3,135 | $327.0K | 0.06% | −45−1.4% | Reduced |
| Sonora Investment Management Group, LLC | 3,092 | $322.2K | 0.02% | +125+4.2% | Added |
| True Vision MN LLC | 3,075 | $320.4K | 0.18% | +25+0.8% | Added |
| Crews Bank & Trust | 3,070 | $319.9K | 0.05% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,059 | $318.7K | 0.11% | +3,059 | New |
| Jacobi Capital Management LLC | 3,045 | $317.3K | 0.02% | −209−6.4% | Reduced |
| Keystone Financial Group | 3,045 | $317.3K | 0.03% | 00.0% | Unchanged |
| 1st Source Bank | 3,021 | $314.8K | 0.02% | −185−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 3,015 | $314.2K | 0.01% | −634−17.4% | Reduced |
| Cobblestone Capital Advisors LLC | 2,995 | $312.1K | 0.02% | +156+5.5% | Added |
| Cypress Wealth Services, LLC | 2,994 | $311.9K | 0.06% | +24+0.8% | Added |
| Successful Portfolios LLC | 2,985 | $311.0K | 0.19% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 2,983 | $310.8K | 0.27% | −291−8.9% | Reduced |
| Old National Bancorp | 2,983 | $310.8K | 0.01% | +2,983 | New |
| Bank of Stockton | 2,982 | $310.7K | 0.09% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 2,981 | $310.6K | 0.10% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,968 | $309.3K | 0.29% | −53−1.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,968 | $309.3K | 0.02% | −26−0.9% | Reduced |
| Providence Wealth Advisors, LLC | 2,786 | $308.9K | 0.21% | +112+4.2% | Added |
| Dahring | Cusmano LLC | 2,957 | $308.1K | 0.24% | +25+0.9% | Added |
| Financial Advocates Investment Management | 2,956 | $308.1K | 0.03% | −2,584−46.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,956 | $308.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,956 | $308.0K | 0.01% | −133−4.3% | Reduced |
| First Bank & Trust | 2,950 | $307.4K | 0.05% | +995+50.9% | Added |
| Compass Financial Group, INC | 2,938 | $306.1K | 0.05% | 00.0% | Unchanged |
| Rexford Capital Inc | 2,936 | $305.9K | 0.25% | +2,936 | New |
| Isthmus Partners, LLC | 2,929 | $305.2K | 0.04% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,926 | $304.9K | 0.02% | −890−23.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,915 | $303.8K | 0.06% | +24+0.8% | Added |
| Checchi Capital Advisers, LLC | 2,906 | $302.8K | 0.02% | −68−2.3% | Reduced |
| D L Carlson Investment Group Inc | 2,900 | $302.2K | 0.06% | −110−3.7% | Reduced |
| Fidelis Capital Partners, LLC | 2,750 | $301.8K | 0.03% | +272+11.0% | Added |
| Eqis Capital Management, Inc. | 2,896 | $301.7K | 0.02% | −648−18.3% | Reduced |
| Principle Wealth Partners LLC | 2,895 | $301.7K | 0.02% | +125+4.5% | Added |
| Blue Chip Partners, Inc. | 2,890 | $301.2K | 0.02% | −556−16.1% | Reduced |
| Continuum Advisory, LLC | 2,883 | $300.4K | 0.04% | −1,437−33.3% | Reduced |
| Strategic Investment Advisors | 2,872 | $299.3K | 0.03% | +672+30.5% | Added |
| Buska Wealth Management, LLC | 2,868 | $298.8K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,883 | $297.3K | 0.13% | +150+5.5% | Added |
| Brady Family Wealth, LLC | 2,848 | $296.8K | 0.09% | +4+0.1% | Added |
| DSG Capital Advisors, LLC | 2,827 | $294.6K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2,822 | $294.1K | 0.01% | +1,152+69.0% | Added |
| Sowell Financial Services LLC | 2,804 | $292.2K | 0.01% | −174−5.8% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,792 | $290.9K | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,790 | $290.7K | 0.03% | +33+1.2% | Added |
| Aaron Wealth Advisors | 2,781 | $289.8K | 0.03% | +458+19.7% | Added |
| Capital Asset Advisory Services LLC | 2,766 | $289.8K | 0.01% | +37+1.4% | Added |
| Axxcess Wealth Management, LLC | 2,766 | $288.2K | 0.01% | −5,590−66.9% | Reduced |
| Lodestone Wealth Management LLC | 2,760 | $287.6K | 0.14% | −128−4.4% | Reduced |
| B&L Asset Management LLC | 2,758 | $287.4K | 0.16% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,751 | $286.6K | 0.07% | −29−1.0% | Reduced |
| Quadrant Capital Group LLC | 2,749 | $286.4K | 0.01% | −245−8.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,746 | $286.2K | 0.23% | +6+0.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $286.0K | 0.03% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 2,729 | $285.0K | 0.01% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 2,735 | $285.0K | 0.04% | +373+15.8% | Added |
| CWM Advisors, LLC | 2,721 | $283.5K | 0.03% | −173−6.0% | Reduced |
| MTM Investment Management, LLC | 2,720 | $283.4K | 0.10% | +95+3.6% | Added |
| Patrick M Sweeney & Associates, Inc | 2,703 | $282.0K | 0.19% | +66+2.5% | Added |
| First Foundation Advisors | 2,702 | $281.5K | 0.01% | −597−18.1% | Reduced |
| MBE Wealth Management, LLC | 2,698 | $281.1K | 0.12% | +10.0% | Added |
| Live Oak Private Wealth LLC | 2,692 | $280.5K | 0.04% | −16−0.6% | Reduced |
| Adviser Investments LLC | 2,678 | $279.1K | 0.00% | +266+11.0% | Added |
| Hibernia Wealth Partners, LLC | 2,672 | $278.5K | 0.10% | +2,672 | New |
| JGP Wealth Management, LLC | 2,670 | $278.2K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 2,662 | $277.4K | 0.02% | −590−18.1% | Reduced |
| Ironwood Investment Counsel, LLC | 2,654 | $276.5K | 0.04% | −32−1.2% | Reduced |
| Liberty Capital Management, Inc. | 2,649 | $276.0K | 0.06% | +97+3.8% | Added |
| Wealthcare Advisory Partners LLC | 2,648 | $275.9K | 0.01% | −126−4.5% | Reduced |
| Bailard, Inc. | 2,632 | $274.3K | 0.01% | +595+29.2% | Added |
| Skba Capital Management LLC | 2,630 | $274.0K | 0.04% | +400+17.9% | Added |
| Bowman & Co S.C. | 2,614 | $272.4K | 0.12% | +609+30.4% | Added |
| Parkside Financial Bank & Trust | 2,610 | $272.0K | 0.03% | +2,019+341.6% | Added |
| FSM Wealth Advisors, LLC | 2,596 | $270.8K | 0.04% | +2,596 | New |
| Legacy Capital Wealth Partners, LLC | 2,586 | $269.5K | 0.06% | −145−5.3% | Reduced |
| Capital Investment Services of America, Inc. | 2,586 | $269.5K | 0.02% | −100−3.7% | Reduced |
| Brown Capital Management LLC | 2,582 | $269.0K | 0.01% | −5,800−69.2% | Reduced |
| Titleist Asset Management, LLC | 2,576 | $268.4K | 0.03% | +2,576 | New |
| Chesapeake Asset Management LLC | 2,571 | $267.9K | 0.24% | −113−4.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,570 | $267.8K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,569 | $267.7K | 0.05% | +2,569 | New |
| Pinnacle West Asset Management, Inc. | 2,565 | $267.0K | 0.18% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,561 | $266.9K | 0.01% | +78+3.1% | Added |
| Master's Wealth Management Inc. | 2,559 | $266.6K | 0.12% | +2,559 | New |
| Oxbow Advisors, LLC | 2,553 | $266.0K | 0.03% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 2,551 | $265.8K | 0.02% | −315−11.0% | Reduced |
| Norris Perne & French LLP | 2,542 | $264.9K | 0.02% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,539 | $264.6K | 0.08% | +169+7.1% | Added |
| PUREfi Wealth, LLC | 2,531 | $263.7K | 0.21% | +2,531 | New |
| Gateway Wealth Partners, LLC | 2,519 | $262.4K | 0.05% | +197+8.5% | Added |
| Great Lakes Advisors, LLC | 2,511 | $261.6K | 0.00% | −928−27.0% | Reduced |
| Atticus Wealth Management, LLC | 2,503 | $260.8K | 0.07% | +2,293+1,091.9% | Added |
| Chicago Partners Investment Group LLC | 2,388 | $260.4K | 0.01% | +398+20.0% | Added |
| First Western Trust Bank | 2,490 | $259.5K | 0.01% | +2,490 | New |
| Integris Wealth Management, LLC | 2,477 | $258.1K | 0.07% | 00.0% | Unchanged |
| Argent Trust Co | 2,472 | $257.6K | 0.01% | −170−6.4% | Reduced |
| Trustmark National Bank Trust Department | 2,471 | $257.5K | 0.02% | +2,471 | New |
| John G Ullman & Associates Inc | 2,466 | $257.0K | 0.04% | −14−0.6% | Reduced |