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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Natixis | 19,144 | $2.19M | 0.01% | +13,426+234.8% | Added |
| Jain Global LLC | 19,164 | $2.20M | 0.03% | +19,164 | New |
| Gries Financial LLC | 19,168 | $2.20M | 0.35% | +621+3.3% | Added |
| Nicolet Bankshares Inc | 19,344 | $2.22M | 0.36% | −26−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 19,502 | $2.23M | 0.07% | +12+0.1% | Added |
| Norinchukin Bank, The | 19,605 | $2.25M | 0.03% | +415+2.2% | Added |
| Keybank National Association | 19,626 | $2.25M | 0.01% | −1,411−6.7% | Reduced |
| Siemens Fonds Invest GmbH | 19,678 | $2.25M | 0.12% | +5,147+35.4% | Added |
| Janus Henderson Group PLC | 19,729 | $2.26M | 0.00% | −2,962−13.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 19,875 | $2.28M | 0.04% | −4,926−19.9% | Reduced |
| Stonebridge Financial Group, LLC | 19,879 | $2.28M | 0.20% | +131+0.7% | Added |
| Campbell Capital Management Inc | 20,000 | $2.29M | 0.88% | +2,000+11.1% | Added |
| Red Cedar Investment Management, LLC | 20,045 | $2.30M | 0.27% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 20,053 | $2.30M | 0.06% | −212−1.0% | Reduced |
| Ellenbecker Investment Group | 20,117 | $2.31M | 0.34% | +95+0.5% | Added |
| Lido Advisors, LLC | 20,469 | $2.35M | 0.01% | −2,996−12.8% | Reduced |
| GAMMA Investing LLC | 20,488 | $2.35M | 0.13% | +1,496+7.9% | Added |
| Sterling Capital Management LLC | 20,525 | $2.35M | 0.03% | −1,617−7.3% | Reduced |
| Colonial Trust Co | 20,765 | $2.38M | 0.32% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 21,103 | $2.42M | 0.04% | −229−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 21,273 | $2.44M | 0.02% | +608+2.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,741 | $2.49M | 0.06% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 23,443 | $2.50M | 0.05% | +1,389+6.3% | Added |
| Heritage Family Offices, LLP | 21,867 | $2.51M | 1.17% | +8,906+68.7% | Added |
| Sit Investment Associates Inc | 21,980 | $2.52M | 0.05% | −83−0.4% | Reduced |
| Hilltop Holdings Inc. | 22,220 | $2.55M | 0.13% | +5,398+32.1% | Added |
| Meyer Handelman Co | 22,550 | $2.58M | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 23,251 | $2.63M | 0.00% | +6,421+38.2% | Added |
| Wedbush Securities Inc | 23,018 | $2.64M | 0.09% | +6,525+39.6% | Added |
| D.A. Davidson & Co. | 23,061 | $2.64M | 0.02% | +6,522+39.4% | Added |
| Broadwater Capital Management LLC | 23,200 | $2.66M | 1.95% | −2,394,240−99.0% | Reduced |
| Savant Capital, LLC | 23,294 | $2.67M | 0.02% | +1,923+9.0% | Added |
| RFG Advisory, LLC | 23,356 | $2.68M | 0.06% | +1,099+4.9% | Added |
| Smith Group Asset Management, LLC | 23,440 | $2.69M | 0.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 23,629 | $2.71M | 0.03% | +339+1.5% | Added |
| Global Retirement Partners, LLC | 23,708 | $2.72M | 0.06% | +1,096+4.8% | Added |
| Penobscot Investment Management Company, Inc. | 23,964 | $2.75M | 0.21% | −780−3.2% | Reduced |
| Kieckhefer Group LLC | 24,000 | $2.75M | 1.29% | +24,000 | New |
| Trilogy Capital Inc. | 24,165 | $2.77M | 0.13% | −806−3.2% | Reduced |
| Pensionmark Financial Group, LLC | 24,831 | $2.85M | 0.06% | +744+3.1% | Added |
| Independent Advisor Alliance | 25,122 | $2.88M | 0.07% | +2,138+9.3% | Added |
| Patton Fund Management, Inc. | 25,227 | $2.89M | 0.52% | −711−2.7% | Reduced |
| Brown Advisory Inc | 25,368 | $2.91M | 0.00% | −389−1.5% | Reduced |
| Shakespeare Wealth Management, Inc. | 25,607 | $2.93M | 0.67% | +223+0.9% | Added |
| Vident Advisory, LLC | 25,694 | $2.94M | 0.03% | −533−2.0% | Reduced |
| Cushing Asset Management, LP | 26,000 | $2.98M | 0.17% | +26,000 | New |
| Rothschild Investment LLC | 26,210 | $3.00M | 0.17% | −719−2.7% | Reduced |
| Bokf, NA | 26,264 | $3.01M | 0.05% | −395−1.5% | Reduced |
| Wolverine Trading, LLC | 26,549 | $3.03M | 0.06% | +23,074+664.0% | Added |
| Steel Peak Wealth Management LLC | 26,489 | $3.04M | 0.10% | +26,489 | New |
| apricus wealth, LLC | 26,720 | $3.06M | 1.65% | −130−0.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 26,783 | $3.07M | 1.29% | −28−0.1% | Reduced |
| Level Four Advisory Services, LLC | 26,941 | $3.09M | 0.11% | +694+2.6% | Added |
| Intech Investment Management LLC | 27,023 | $3.10M | 0.03% | +3,511+14.9% | Added |
| Pacer Advisors, Inc. | 27,132 | $3.11M | 0.01% | −13,501−33.2% | Reduced |
| Lantz Financial LLC | 27,383 | $3.14M | 0.69% | −27−0.1% | Reduced |
| Private Advisor Group, LLC | 27,548 | $3.16M | 0.02% | +802+3.0% | Added |
| CWM, LLC | 27,810 | $3.19M | 0.01% | +5,114+22.5% | Added |
| Ameritas Advisory Services, LLC | 27,910 | $3.20M | 0.21% | +11,981+75.2% | Added |
| HighPoint Advisor Group LLC | 27,968 | $3.20M | 0.15% | +2,058+7.9% | Added |
| J.W. Cole Advisors, Inc. | 28,042 | $3.21M | 0.06% | +3,113+12.5% | Added |
| Prosperity Consulting Group, LLC | 28,248 | $3.24M | 0.16% | −2,164−7.1% | Reduced |
| Principal Securities, Inc. | 28,931 | $3.32M | 0.05% | +3,308+12.9% | Added |
| Concurrent Investment Advisors, LLC | 28,957 | $3.32M | 0.06% | +658+2.3% | Added |
| Public Employees Retirement Association of Colorado | 29,337 | $3.36M | 0.01% | −722−2.4% | Reduced |
| Farmers & Merchants Investments Inc | 29,518 | $3.38M | 0.10% | −500−1.7% | Reduced |
| Ascent Group, LLC | 29,532 | $3.38M | 0.12% | +10,532+55.4% | Added |
| Credit Agricole S A | 29,720 | $3.41M | 0.01% | +29,720 | New |
| Premier Fund Managers Ltd | 30,000 | $3.43M | 0.14% | −3,000−9.1% | Reduced |
| Marietta Investment Partners LLC | 30,073 | $3.45M | 0.66% | +337+1.1% | Added |
| Zions Bancorporation, National Association | 30,212 | $3.46M | 0.17% | −4,832−13.8% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 30,304 | $3.47M | 0.05% | −262,996−89.7% | Reduced |
| Cincinnati Casualty Co | 31,000 | $3.55M | 1.81% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 31,031 | $3.56M | 0.15% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 31,498 | $3.61M | 0.26% | +10,231+48.1% | Added |
| Eventide Asset Management, LLC | 31,765 | $3.63M | 0.06% | +2,436+8.3% | Added |
| Journey Advisory Group, LLC | 32,260 | $3.70M | 0.27% | +1,996+6.6% | Added |
| Pathstone Holdings, LLC | 32,367 | $3.71M | 0.01% | +1,492+4.8% | Added |
| KBC Group NV | 32,983 | $3.78M | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 33,342 | $3.82M | 0.15% | +1,513+4.8% | Added |
| Mercer Global Advisors Inc | 33,348 | $3.82M | 0.01% | +6,127+22.5% | Added |
| Captrust Financial Advisors | 33,413 | $3.83M | 0.01% | +1,684+5.3% | Added |
| Glenmede Investment Management, LP | 33,539 | $3.84M | 0.02% | −4,434−11.7% | Reduced |
| Metis Global Partners, LLC | 33,546 | $3.84M | 0.09% | +4,825+16.8% | Added |
| Castellan Group, LLC | 33,556 | $3.85M | 0.56% | +1,122+3.5% | Added |
| Rafferty Asset Management, LLC | 33,881 | $3.88M | 0.01% | −415−1.2% | Reduced |
| UniSuper Management Pty Ltd | 33,980 | $3.89M | 0.02% | +4,166+14.0% | Added |
| DRW Securities, LLC | 34,382 | $3.94M | 0.20% | +34,382 | New |
| Hennion & Walsh Asset Management, Inc. | 34,405 | $3.94M | 0.14% | +179+0.5% | Added |
| State of Alaska, Department of Revenue | 34,445 | $3.95M | 0.04% | −1,385−3.9% | Reduced |
| N.E.W. Advisory Services LLC | 34,533 | $3.96M | 0.35% | −602−1.7% | Reduced |
| First American Bank | 34,569 | $3.96M | 0.25% | +198+0.6% | Added |
| Cape Cod Five Cents Savings Bank | 41,221 | $3.96M | 0.36% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 34,653 | $3.97M | 1.81% | +1,201+3.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 34,877 | $4.00M | 0.08% | −619−1.7% | Reduced |
| Mutual of America Capital Management LLC | 34,882 | $4.00M | 0.04% | −1,710−4.7% | Reduced |
| Kestra Private Wealth Services, LLC | 35,367 | $4.05M | 0.05% | +430+1.2% | Added |
| Rockefeller Capital Management L.P. | 35,544 | $4.07M | 0.01% | −5,487−13.4% | Reduced |
| TD Private Client Wealth LLC | 35,788 | $4.10M | 0.09% | +5,472+18.0% | Added |
| SG Americas Securities, LLC | 35,970 | $4.12M | 0.02% | −26,111−42.1% | Reduced |