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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 1,936 | $221.8K | 0.04% | −18−0.9% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 1,940 | $222.3K | 0.04% | +1,940 | New |
| Addison Advisors LLC | 1,941 | $222.4K | 0.05% | −48−2.4% | Reduced |
| Inscription Capital, LLC | 1,945 | $222.9K | 0.02% | +1,945 | New |
| Edgemoor Investment Advisors, Inc. | 1,952 | $223.7K | 0.02% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 1,955 | $224.0K | 0.02% | +1,955 | New |
| Strategic Investment Advisors | 1,959 | $224.5K | 0.02% | −913−31.8% | Reduced |
| Avidian Wealth Solutions, LLC | 1,974 | $226.2K | 0.01% | +6+0.3% | Added |
| ShankerValleau Wealth Advisors, Inc. | 1,993 | $228.4K | 0.06% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 1,997 | $228.9K | 0.01% | −366−15.5% | Reduced |
| Tompkins Financial Corp | 2,000 | $229.2K | 0.02% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 2,011 | $230.4K | 0.05% | +12+0.6% | Added |
| Fisher Asset Management, LLC | 2,016 | $231.1K | 0.00% | +2,016 | New |
| KilterHowling LLC | 2,018 | $231.2K | 0.13% | +17+0.8% | Added |
| RDA Financial Network | 2,027 | $232.2K | 0.06% | −262−11.4% | Reduced |
| Avestar Capital, LLC | 2,028 | $232.4K | 0.02% | +2,028 | New |
| Everpar Advisors LLC | 2,030 | $232.6K | 0.09% | +2,030 | New |
| Plotkin Financial Advisors, LLC | 2,042 | $234.0K | 0.12% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 2,051 | $235.0K | 0.01% | +2,051 | New |
| Fukoku Mutual Life Insurance Co | 2,052 | $235.1K | 0.01% | −499−19.6% | Reduced |
| Howard Capital Management Inc. | 2,058 | $235.8K | 0.00% | +66+3.3% | Added |
| Equitable Trust Co | 2,061 | $236.2K | 0.01% | +2,061 | New |
| Neville Rodie & Shaw Inc | 2,078 | $238.0K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,069 | $238.3K | 0.01% | −319−13.4% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,081 | $238.5K | 0.18% | −665−24.2% | Reduced |
| Connecticut Wealth Management, LLC | 2,092 | $239.7K | 0.01% | +16+0.8% | Added |
| Flagship Harbor Advisors, LLC | 2,103 | $241.0K | 0.01% | −40−1.9% | Reduced |
| AMG National Trust Bank | 2,119 | $242.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 2,133 | $244.4K | 0.42% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 2,151 | $246.5K | 0.24% | −6−0.3% | Reduced |
| Park Place Capital Corp | 2,151 | $246.5K | 0.05% | +76+3.7% | Added |
| Boston Private Wealth LLC | 2,151 | $246.5K | 0.01% | +2,151 | New |
| Blueshift Asset Management, LLC | 2,157 | $247.2K | 0.08% | +2,157 | New |
| Howe & Rusling Inc | 2,162 | $247.7K | 0.02% | −76−3.4% | Reduced |
| Hager Investment Management Services, LLC | 2,170 | $248.7K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,174 | $249.1K | 0.01% | +36+1.7% | Added |
| Longboard Asset Management, LP | 2,177 | $249.5K | 0.40% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,179 | $249.7K | 0.03% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,187 | $250.6K | 0.05% | −6−0.3% | Reduced |
| Great Lakes Advisors, LLC | 2,192 | $251.2K | 0.00% | −319−12.7% | Reduced |
| Cozad Asset Management Inc | 2,194 | $251.4K | 0.02% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,197 | $251.8K | 0.04% | 00.0% | Unchanged |
| Capital Management Corp | 2,200 | $252.1K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2,202 | $252.3K | 0.05% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 2,221 | $254.5K | 0.10% | +2,221 | New |
| Lockerman Financial Group, Inc. | 2,228 | $255.3K | 0.32% | −3−0.1% | Reduced |
| Pure Financial Advisors, Inc. | 2,233 | $255.9K | 0.00% | +292+15.0% | Added |
| Tocqueville Asset Management L.P. | 2,235 | $256.1K | 0.00% | +2,235 | New |
| Alliance Wealth Advisors, LLC | 2,244 | $257.1K | 0.13% | +67+3.1% | Added |
| Essex Savings Bank | 2,252 | $258.0K | 0.06% | +6+0.3% | Added |
| Massmutual Trust Co FSB | 2,256 | $258.5K | 0.01% | −305−11.9% | Reduced |
| Aprio Wealth Management, LLC | 2,273 | $260.4K | 0.03% | +2,273 | New |
| Ieq Capital, LLC | 2,280 | $261.2K | 0.00% | −181−7.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,300 | $264.0K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,305 | $264.2K | 0.02% | +5+0.2% | Added |
| Fiduciary Financial Group, LLC | 2,307 | $264.4K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,310 | $264.7K | 0.07% | 00.0% | Unchanged |
| LCNB Corp | 2,318 | $265.6K | 0.09% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 2,331 | $267.1K | 0.03% | +349+17.6% | Added |
| Kera Capital Partners, Inc. | 2,336 | $267.7K | 0.04% | +359+18.2% | Added |
| Tower Wealth Partners, Inc. | 2,339 | $268.0K | 0.15% | +37+1.6% | Added |
| Optimize Financial Inc | 2,342 | $268.4K | 0.14% | +2,342 | New |
| Choate Investment Advisors | 2,347 | $268.9K | 0.01% | −935−28.5% | Reduced |
| Atlantic Union Bankshares Corp | 2,358 | $270.2K | 0.01% | +1,618+218.6% | Added |
| Liberty Wealth Management LLC | 2,370 | $271.6K | 0.04% | +30+1.3% | Added |
| Baker Ellis Asset Management LLC | 2,372 | $271.8K | 0.03% | +2,372 | New |
| PUREfi Wealth, LLC | 2,377 | $272.4K | 0.21% | −154−6.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,380 | $272.7K | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,381 | $272.8K | 0.02% | −90−3.6% | Reduced |
| Planning Center, Inc. | 2,382 | $273.0K | 0.03% | −10.0% | Reduced |
| Hilltop Partners LLC | 2,389 | $273.8K | 0.08% | −150−5.9% | Reduced |
| Ariston Services Group | 2,401 | $275.1K | 0.17% | 00.0% | Unchanged |
| Argent Trust Co | 2,404 | $275.5K | 0.01% | −68−2.8% | Reduced |
| Drive Wealth Management, LLC | 2,441 | $279.7K | 0.06% | +138+6.0% | Added |
| New Age Alpha Advisors, LLC | 2,453 | $281.1K | 0.01% | +1,863+315.8% | Added |
| Savvy Advisors, Inc. | 2,454 | $281.2K | 0.01% | +2,454 | New |
| Mather Group, LLC. | 2,457 | $281.5K | 0.00% | +254+11.5% | Added |
| Midwest Professional Planners, LTD. | 2,457 | $281.5K | 0.07% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,465 | $282.4K | 0.01% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,465 | $282.5K | 0.10% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 2,466 | $282.6K | 0.04% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,477 | $283.8K | 0.07% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 2,482 | $284.5K | 0.06% | −269−9.8% | Reduced |
| Titleist Asset Management, LLC | 2,492 | $285.6K | 0.03% | −84−3.3% | Reduced |
| VisionPoint Advisory Group, LLC | 2,498 | $286.2K | 0.06% | +253+11.3% | Added |
| Busey Wealth Management | 2,501 | $286.6K | 0.01% | +79+3.3% | Added |
| Code Waechter LLC | 2,473 | $288.1K | 0.19% | +27+1.1% | Added |
| Trust Point Inc. | 2,518 | $288.5K | 0.02% | +332+15.2% | Added |
| Chesapeake Asset Management LLC | 2,522 | $289.0K | 0.26% | −49−1.9% | Reduced |
| Atticus Wealth Management, LLC | 2,522 | $289.0K | 0.07% | +19+0.8% | Added |
| CFS Investment Advisory Services, LLC | 2,496 | $289.1K | 0.02% | +86+3.6% | Added |
| Quest Partners LLC | 2,524 | $289.2K | 0.02% | −1,094−30.2% | Reduced |
| Continuum Advisory, LLC | 2,528 | $289.7K | 0.03% | −355−12.3% | Reduced |
| TownSquare Capital, LLC | 2,541 | $291.2K | 0.04% | −5,985−70.2% | Reduced |
| Keystone Financial Group, Inc. | 2,551 | $292.3K | 0.16% | +244+10.6% | Added |
| Providence Wealth Advisors, LLC | 2,538 | $292.4K | 0.18% | −248−8.9% | Reduced |
| Oxbow Advisors, LLC | 2,553 | $292.5K | 0.03% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 2,620 | $293.5K | 0.03% | −50−1.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,561 | $293.5K | 0.07% | +2,561 | New |
| Gryphon Financial Partners LLC | 2,563 | $293.7K | 0.03% | −617−19.4% | Reduced |