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 |
|---|---|---|---|---|---|
| JPL Wealth Management, LLC | 628 | $72.0K | 0.02% | +628 | New |
| NBC Securities, Inc. | 630 | $72.2K | 0.01% | −101−13.8% | Reduced |
| Bank of Jackson Hole Trust | 632 | $72.4K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 658 | $75.4K | 0.00% | −168−20.3% | Reduced |
| Ostrum Asset Management | 660 | $75.6K | 0.00% | −22−3.2% | Reduced |
| Joseph Group Capital Management | 676 | $77.5K | 0.02% | +676 | New |
| Robbins Farley LLC | 684 | $78.4K | 0.03% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 690 | $79.1K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 699 | $80.2K | 0.02% | +5+0.7% | Added |
| Guinness Asset Management LTD | 704 | $80.4K | 0.00% | +704 | New |
| Root Financial Partners, LLC | 731 | $83.7K | 0.01% | +731 | New |
| GW&K Investment Management, LLC | 731 | $84.0K | 0.00% | −8−1.1% | Reduced |
| Manchester Capital Management LLC | 736 | $84.3K | 0.01% | −6−0.8% | Reduced |
| Independence Bank of Kentucky | 756 | $86.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 768 | $88.0K | 0.01% | +768 | New |
| Versant Capital Management, Inc | 773 | $88.6K | 0.01% | +16+2.1% | Added |
| Concord Wealth Partners | 781 | $89.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 800 | $91.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 809 | $92.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 824 | $94.0K | 0.06% | −85−9.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 840 | $96.3K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 861 | $97.3K | 0.03% | −16−1.8% | Reduced |
| Onefund, LLC | 860 | $98.5K | 0.06% | +30+3.6% | Added |
| Strategic Investment Solutions, Inc. | 862 | $98.8K | 0.03% | +5+0.6% | Added |
| Boit C F David | 867 | $99.3K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 867 | $99.3K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 869 | $99.6K | 0.00% | −38−4.2% | Reduced |
| SJS Investment Consulting Inc. | 876 | $100.4K | 0.01% | +865+7,863.6% | Added |
| FSA Wealth Management LLC | 900 | $103.1K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 902 | $103.4K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 913 | $105.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 946 | $108.4K | 0.06% | +16+1.7% | Added |
| GPS Wealth Strategies Group, LLC | 973 | $111.5K | 0.01% | −565−36.7% | Reduced |
| Prestige Wealth Management Group LLC | 977 | $112.0K | 0.02% | +2+0.2% | Added |
| Pinnacle Bancorp, Inc. | 982 | $112.5K | 0.03% | 00.0% | Unchanged |
| Avalon Trust Co | 999 | $114.5K | 0.01% | +333+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,014 | $116.2K | 0.01% | +1,014 | New |
| TCTC Holdings, LLC | 1,018 | $116.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,058 | $121.2K | 0.02% | +4+0.4% | Added |
| Intelligent Financial Strategies | 1,059 | $121.3K | 0.06% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,059 | $124.2K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,110 | $127.2K | 0.01% | −490−30.6% | Reduced |
| Evermay Wealth Management LLC | 1,128 | $129.3K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,144 | $129.3K | 0.00% | +40+3.6% | Added |
| Creative Financial Designs Inc | 1,147 | $131.5K | 0.01% | +77+7.2% | Added |
| Hills Bank & Trust Co | 1,171 | $134.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,188 | $136.1K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,218 | $139.7K | 0.01% | +45+3.8% | Added |
| Financial Network Wealth Advisors LLC | 1,269 | $145.5K | 0.16% | +81+6.8% | Added |
| JNBA Financial Advisors | 1,313 | $150.5K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 535 | $151.7K | 0.01% | −459−46.2% | Reduced |
| Financial Perspectives, Inc | 1,338 | $153.3K | 0.04% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,380 | $158.1K | 0.01% | +1,329+2,605.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,412 | $161.8K | 0.04% | +1,412 | New |
| Quent Capital, LLC | 1,541 | $176.5K | 0.01% | +1,541 | New |
| Virtus Investment Advisers, Inc. | 1,572 | $180.1K | 0.05% | −75−4.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,601 | $183.5K | 0.00% | +325+25.5% | Added |
| Operose Advisors LLC | 1,613 | $184.8K | 0.05% | +339+26.6% | Added |
| Gladwyn Financial Advisors, Inc. | 1,679 | $192.4K | 0.14% | +13+0.8% | Added |
| Cape Investment Advisory, Inc. | 1,700 | $194.8K | 0.19% | +77+4.7% | Added |
| Monetary Management Group Inc | 1,750 | $200.5K | 0.05% | −550−23.9% | Reduced |
| Acadian Asset Management LLC | 1,757 | $201.0K | 0.00% | +377+27.3% | Added |
| Financial Partners Group, Inc | 1,755 | $201.2K | 0.03% | +1,755 | New |
| StoneX Group Inc. | 1,764 | $202.1K | 0.01% | +1,764 | New |
| Shelton Capital Management | 1,770 | $202.8K | 0.00% | +1,770 | New |
| Sugar Maple Asset Management, LLC | 1,770 | $202.8K | 0.15% | +1,770 | New |
| Richardson Financial Services Inc. | 1,773 | $203.2K | 0.13% | −33−1.8% | Reduced |
| Radnor Capital Management, LLC | 1,778 | $203.7K | 0.03% | +1,778 | New |
| Tyche Wealth Partners LLC | 1,782 | $204.3K | 0.04% | −297−14.3% | Reduced |
| Lazari Capital Management, Inc. | 1,793 | $205.4K | 0.07% | +1,793 | New |
| First Command Advisory Services, Inc. | 1,794 | $205.6K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,801 | $206.0K | 0.01% | +38+2.2% | Added |
| CRA Financial Services, LLC | 1,798 | $206.0K | 0.03% | +1,798 | New |
| Correct Capital Wealth Management | 1,800 | $206.3K | 0.04% | +1,800 | New |
| Bill Few Associates, Inc. | 1,800 | $206.3K | 0.05% | +1,800 | New |
| Pekin Hardy Strauss, Inc. | 1,801 | $206.4K | 0.02% | +1,801 | New |
| Next Capital Management LLC | 1,806 | $206.9K | 0.07% | +1,806 | New |
| Ipswich Investment Management Co., Inc. | 1,812 | $207.6K | 0.05% | +1,812 | New |
| Enterprise Financial Services Corp | 1,826 | $209.2K | 0.11% | −221−10.8% | Reduced |
| Diversified Enterprises, LLC | 1,833 | $210.1K | 0.01% | +1,833 | New |
| Larson Financial Group LLC | 1,834 | $210.2K | 0.01% | +680+58.9% | Added |
| Marshall Financial Group LLC | 1,837 | $210.5K | 0.04% | +1,837 | New |
| Clark Asset Management, LLC | 1,839 | $210.7K | 0.02% | +1,839 | New |
| Tradition Wealth Management, LLC | 1,842 | $211.1K | 0.02% | +1,842 | New |
| Finward Bancorp | 1,843 | $211.2K | 0.16% | +1,843 | New |
| First Fiduciary Investment Counsel, Inc. | 1,850 | $212.0K | 0.04% | +1,850 | New |
| Fidelity D & D Bancorp Inc | 1,852 | $212.2K | 0.12% | −230−11.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,858 | $212.9K | 0.06% | +1,858 | New |
| Synovus Financial Corp | 1,864 | $213.7K | 0.00% | +1,864 | New |
| Brady Family Wealth, LLC | 1,865 | $213.7K | 0.07% | −983−34.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,868 | $214.0K | 0.04% | +1,868 | New |
| Sound Income Strategies, LLC | 1,892 | $215.4K | 0.01% | +239+14.5% | Added |
| Baker Tilly Wealth Management, LLC | 1,883 | $215.8K | 0.05% | +1,883 | New |
| Childress Capital Advisors, LLC | 1,898 | $217.5K | 0.04% | +1,898 | New |
| Boston Research & Management Inc | 1,902 | $218.0K | 0.05% | +1,902 | New |
| Wrapmanager Inc | 1,905 | $218.3K | 0.07% | −297−13.5% | Reduced |
| Defined Wealth Management, LLC | 1,905 | $218.3K | 0.13% | +1,905 | New |
| Capital Investment Advisors, LLC | 1,921 | $220.1K | 0.00% | +1,921 | New |
| OMC Financial Services LTD | 1,922 | $220.2K | 0.08% | +1,922 | New |
| Pitcairn Co | 1,933 | $221.5K | 0.02% | −729−27.4% | Reduced |