Wec Energy Group, Inc.

WEC

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0000783325

SEC filings (opens in a new tab)

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, Q3 2025

Institutional positions in Wec Energy Group, Inc. as of Sep 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: 1,295; +57 vs. Q2 2025
Shares held: 268.3M; +4.26M (+1.6%) vs. Q2 2025
Total value: $30.7B; +$3.44B (+12.6%) vs. Q2 2025
New holders: 135; 542 more added
Sold out: 78; 371 more reduced

20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,295 institutions

Value heldQ3 2025: $30.7B

Institutions holding WEC and their total value by quarter
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, Q3 2025

Shares, value and share of portfolio for each institution holding Wec Energy Group, Inc.; share changes are against Q2 2025.

Institutions holding WEC in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Signature Resources Capital Management, LLC	2	$229	0.00%	00.0%	Unchanged
IMA Wealth, Inc.	3	$344	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	3	$344	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	3	$344	0.00%	+3	New
State of Wyoming	4	$458	0.00%	−1,758−99.8%	Reduced
Davis Capital Management	4	$458	0.00%	+4	New
NVWM, LLC	5	$573	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	5	$573	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	7	$802	0.00%	00.0%	Unchanged
Winnow Wealth LLC	8	$920	0.00%	+8	New
Cheviot Value Management, LLC	8	$922	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	9	$1.03K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	9	$1.03K	0.00%	+6+200.0%	Added
SWAN Capital LLC	9	$1.03K	0.00%	+9	New
American Capital Advisory, LLC	9	$1.03K	0.00%	+3+50.0%	Added
Guerra Advisors Inc	10	$1.15K	0.00%	+10	New
Principia Wealth Advisory, LLC	14	$1.60K	0.00%	+4+40.0%	Added
Rialto Wealth Management, LLC	14	$1.60K	0.00%	−6−30.0%	Reduced
Aspect Partners, LLC	15	$1.72K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	15	$1.72K	0.00%	+15	New
E Fund Management (Hong Kong) Co., Ltd.	15	$1.72K	0.00%	+15	New
Logan Capital Management Inc	16	$1.78K	0.00%	+1+6.7%	Added
Bay Harbor Wealth Management, LLC	16	$1.83K	0.00%	+1+6.7%	Added
Kayne Anderson Rudnick Investment Management LLC	16	$1.83K	0.00%	+3+23.1%	Added
Heartwood Wealth Advisors LLC	16	$1.83K	0.00%	+16	New
Grey Fox Wealth Advisors, LLC	16	$1.83K	0.00%	+16	New
Cedar Mountain Advisors, LLC	17	$1.95K	0.00%	+17	New
Centerpoint Advisors, LLC	18	$2.00K	0.00%	00.0%	Unchanged
Cloud Capital Management, LLC	19	$2.00K	0.00%	+19	New
Clarity Asset Management, Inc.	18	$2.06K	0.00%	+18	New
Pineridge Advisors LLC	19	$2.13K	0.00%	+1+5.6%	Added
Evolution Wealth Management Inc.	19	$2.18K	0.00%	−75−79.8%	Reduced
Clark Wealth Partners	21	$2.21K	0.00%	+4+23.5%	Added
DAGCO, Inc.	20	$2.29K	0.00%	00.0%	Unchanged
Archer Investment Corp	21	$2.39K	0.00%	00.0%	Unchanged
Whittier Trust Co of Nevada Inc	22	$2.49K	0.00%	−34−60.7%	Reduced
Marquette Asset Management, LLC	22	$2.52K	0.00%	+22	New
Advanced Portfolio Management, LLC	22	$2.52K	0.01%	+22	New
Global Wealth Strategies & Associates	22	$2.54K	0.00%	+22	New
Wealth Preservation Advisors, LLC	24	$2.75K	0.00%	+5+26.3%	Added
Penserra Capital Management LLC	27	$3.00K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	27	$3.00K	0.00%	+27	New
Winthrop Capital Management, LLC	25	$3.00K	0.00%	+25	New
McIlrath & Eck, LLC	27	$3.09K	0.00%	00.0%	Unchanged
Kilter Group LLC	29	$3.32K	0.00%	+5+20.8%	Added
Sofos Investments, Inc.	30	$3.44K	0.00%	+30	New
Friedenthal Financial	31	$3.55K	0.00%	−9,227−99.7%	Reduced
Global Trust Asset Management, LLC	32	$3.67K	0.00%	00.0%	Unchanged
Private Wealth Asset Management, LLC	34	$3.90K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	34	$3.90K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	34	$3.90K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	34	$3.90K	0.00%	+5+17.2%	Added
Ogorek Anthony Joseph	42	$4.00K	0.00%	+2+5.0%	Added
Highline Wealth Partners LLC	37	$4.24K	0.00%	+6+19.4%	Added
Raffa Wealth Management, LLC	40	$4.58K	0.00%	−92−69.7%	Reduced
Glen Eagle Advisors, LLC	40	$4.58K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	42	$4.81K	0.00%	+21+100.0%	Added
Avion Wealth	46	$5.00K	0.00%	−11−19.3%	Reduced
Keener Financial Planning LLC	50	$5.00K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	44	$5.04K	0.00%	−95−68.3%	Reduced
Imprint Wealth LLC	44	$5.04K	0.02%	+44	New
Retirement Wealth Solutions LLC	44	$5.06K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	45	$5.16K	0.00%	+45	New
IMG Wealth Management, Inc.	46	$5.27K	0.00%	+10+27.8%	Added
Investors Research Corp	47	$5.39K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	50	$5.73K	0.00%	+50	New
Barnes Dennig Private Wealth Management LLC	53	$6.07K	0.01%	00.0%	Unchanged
Abound Wealth Management	54	$6.21K	0.00%	−1−1.8%	Reduced
Bayforest Capital Ltd	58	$6.65K	0.00%	−188−76.4%	Reduced
1620 Investment Advisors, Inc.	59	$6.76K	0.00%	00.0%	Unchanged
S&T Bank	60	$6.88K	0.00%	+48+400.0%	Added
Reyes Financial Architecture, Inc.	61	$6.99K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	62	$7.11K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	62	$7.11K	0.00%	+47+313.3%	Added
Accent Capital Management, LLC	63	$7.22K	0.00%	+63	New
Darwin Advisors, LLC	64	$7.33K	0.00%	00.0%	Unchanged
LRI Investments, LLC	67	$7.68K	0.00%	00.0%	Unchanged
Howard Hughes Medical Institute	69	$7.91K	0.00%	+1+1.5%	Added
Horizon Bancorp Inc	68	$8.00K	0.00%	00.0%	Unchanged
Golden State Wealth Management, LLC	71	$8.14K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	74	$8.48K	0.01%	00.0%	Unchanged
Harbor Investment Advisory, LLC	78	$8.94K	0.00%	−1−1.3%	Reduced
Dunhill Financial, LLC	78	$8.95K	0.00%	−58−42.6%	Reduced
Murphy & Mullick Capital Management Corp	80	$9.06K	0.01%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	81	$9.28K	0.00%	+1+1.3%	Added
Solstein Capital, LLC	82	$9.40K	0.00%	00.0%	Unchanged
LFA - Lugano Financial Advisors SA	85	$9.74K	0.01%	00.0%	Unchanged
Activest Wealth Management	88	$10.1K	0.00%	+5+6.0%	Added
McCarthy Grittinger Financial Group, LLC	89	$10.2K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	89	$10.2K	0.00%	+42+89.4%	Added
Stone House Investment Management, LLC	90	$10.3K	0.00%	00.0%	Unchanged
Millstone Evans Group, LLC	95	$10.9K	0.01%	+28+41.8%	Added
Hazlett, Burt & Watson, Inc.	96	$11.0K	0.00%	00.0%	Unchanged
JFS Wealth Advisors, LLC	97	$11.1K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	98	$11.2K	0.00%	+81+476.5%	Added
Chilton Capital Management LLC	100	$11.5K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	100	$11.5K	0.01%	00.0%	Unchanged
Front Row Advisors LLC	102	$11.7K	0.00%	00.0%	Unchanged
Key Financial Inc	106	$12.0K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	105	$12.0K	0.01%	00.0%	Unchanged