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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 109 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 109 | $12.5K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 111 | $12.7K | 0.02% | +111 | New |
| DHJJ Financial Advisors, Ltd. | 112 | $12.8K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 113 | $12.9K | 0.00% | +97+606.3% | Added |
| Cornerstone Planning Group LLC | 11 | $13.2K | 0.00% | −124−91.9% | Reduced |
| Financial Management Professionals, Inc. | 115 | $13.2K | 0.00% | +1+0.9% | Added |
| Kimelman & Baird, LLC | 116 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 119 | $13.6K | 0.00% | +119 | New |
| CGC Financial Services, LLC | 120 | $13.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 122 | $14.0K | 0.00% | +7+6.1% | Added |
| Rogco, LP | 126 | $14.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 129 | $14.8K | 0.01% | +28+27.7% | Added |
| Meeder Asset Management Inc | 135 | $15.5K | 0.00% | +135 | New |
| Fortitude Family Office, LLC | 136 | $15.6K | 0.00% | −10−6.8% | Reduced |
| Midwest Capital Advisors, LLC | 136 | $15.6K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 141 | $16.2K | 0.01% | +92+187.8% | Added |
| Kerr Financial Planning Corp | 145 | $16.2K | 0.02% | +145 | New |
| South State Corp. | 150 | $17.2K | 0.00% | +110+275.0% | Added |
| SBI Securities Co., Ltd. | 152 | $17.4K | 0.00% | +4+2.7% | Added |
| Costello Asset Management, INC | 155 | $17.7K | 0.01% | +1+0.6% | Added |
| First Community Trust NA | 166 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 180 | $20.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 183 | $21.0K | 0.00% | −13−6.6% | Reduced |
| Wealth Watch Advisors, INC | 186 | $21.3K | 0.01% | +186 | New |
| GoalVest Advisory LLC | 190 | $21.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 192 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 193 | $22.1K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $22.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 204 | $23.3K | 0.00% | +1+0.5% | Added |
| AXA Investment Managers S.A. | 205 | $23.5K | 0.00% | +205 | New |
| Alpine Bank Wealth Management | 214 | $24.5K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 225 | $25.8K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 229 | $26.0K | 0.00% | +5+2.2% | Added |
| Boyd Watterson Asset Management LLC | 228 | $26.1K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 230 | $26.4K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 236 | $27.0K | 0.00% | +3+1.3% | Added |
| Hughes Financial Services, LLC | 242 | $27.2K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 245 | $28.1K | 0.02% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 300 | $28.2K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 249 | $28.5K | 0.00% | −12−4.6% | Reduced |
| Grove Bank & Trust | 250 | $28.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 252 | $28.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 265 | $30.0K | 0.00% | +265 | New |
| Osterweis Capital Management Inc | 262 | $30.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 263 | $30.1K | 0.00% | +1+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 264 | $30.3K | 0.00% | +8+3.1% | Added |
| New England Capital Financial Advisors LLC | 279 | $31.9K | 0.01% | +1+0.4% | Added |
| LOM Asset Management Ltd | 285 | $33.0K | 0.01% | +20+7.5% | Added |
| Atlantic Private Wealth, LLC | 289 | $33.1K | 0.02% | +2+0.7% | Added |
| Silvant Capital Management LLC | 290 | $33.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 296 | $34.0K | 0.02% | +52+21.3% | Added |
| Ameriflex Group, Inc. | 310 | $35.5K | 0.01% | −631−67.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 312 | $35.8K | 0.02% | +312 | New |
| Peoples Financial Services Corp. | 326 | $37.4K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 338 | $38.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 335 | $38.0K | 0.00% | +335 | New |
| Medallion Wealth Advisors, LLC | 332 | $38.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 333 | $38.2K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 343 | $39.3K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 359 | $40.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 369 | $42.3K | 0.01% | +41+12.5% | Added |
| Vestor Capital, LLC | 372 | $43.0K | 0.00% | +372 | New |
| Rise Advisors, LLC | 377 | $43.2K | 0.02% | +5+1.3% | Added |
| Piscataqua Savings Bank | 378 | $43.3K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 378 | $43.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 379 | $43.4K | 0.03% | +1+0.3% | Added |
| Aventus Investment Advisors, Inc. | 380 | $43.5K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 398 | $45.6K | 0.02% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 398 | $45.6K | 0.02% | 00.0% | Unchanged |
| Lavaca Capital LLC | 400 | $45.8K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 403 | $46.2K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 423 | $48.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 423 | $48.5K | 0.00% | −2−0.5% | Reduced |
| Essex Investment Management Co LLC | 430 | $49.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $50.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 440 | $50.4K | 0.01% | +89+25.4% | Added |
| Seneschal Advisors, LLC | 453 | $51.9K | 0.04% | +453 | New |
| SOA Wealth Advisors, LLC. | 480 | $55.0K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 486 | $55.7K | 0.03% | +41+9.2% | Added |
| Deseret Mutual Benefit Administrators | 488 | $55.9K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 514 | $58.9K | 0.01% | −125−19.6% | Reduced |
| Salem Investment Counselors Inc | 518 | $59.4K | 0.00% | −73−12.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 521 | $59.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 523 | $59.9K | 0.04% | −6−1.1% | Reduced |
| Perritt Capital Management Inc | 524 | $60.1K | 0.03% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 540 | $61.9K | 0.02% | −286−34.6% | Reduced |
| Ancora Advisors, LLC | 554 | $63.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 555 | $63.6K | 0.02% | +340+158.1% | Added |
| CNB Bank | 564 | $64.6K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 569 | $65.2K | 0.00% | +5+0.9% | Added |
| Raiffeisen Bank International AG | 578 | $66.0K | 0.00% | +108+23.0% | Added |
| St. Johns Investment Management Company, LLC | 580 | $66.5K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 587 | $67.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 588 | $67.4K | 0.00% | +588 | New |
| Tanglewood Legacy Advisors, LLC | 600 | $68.8K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 600 | $68.8K | 0.02% | 00.0% | Unchanged |
| Volterra Technologies LP | 611 | $70.0K | 0.05% | −577−48.6% | Reduced |
| Financial Consulate, Inc | 612 | $70.1K | 0.01% | +612 | New |
| Hollencrest Capital Management | 612 | $70.1K | 0.00% | 00.0% | Unchanged |