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 |
|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 2,567 | $294.2K | 0.09% | +103+4.2% | Added |
| Old North State Wealth Management, LLC | 2,568 | $294.6K | 0.14% | −808−23.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 2,580 | $296.0K | 0.19% | +15+0.6% | Added |
| Capital Investment Services of America, Inc. | 2,586 | $296.3K | 0.03% | 00.0% | Unchanged |
| Master's Wealth Management Inc. | 2,591 | $296.9K | 0.13% | +32+1.3% | Added |
| WFA Asset Management Corp | 3,089 | $297.1K | 0.16% | +396+14.7% | Added |
| McDonald Partners LLC | 2,595 | $297.1K | 0.09% | −5,978−69.7% | Reduced |
| Gateway Wealth Partners, LLC | 2,593 | $297.1K | 0.04% | +74+2.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,605 | $298.5K | 0.03% | +35+1.4% | Added |
| Asset Dedication, LLC | 2,611 | $299.2K | 0.02% | +425+19.4% | Added |
| Blue Chip Partners, Inc. | 2,624 | $300.7K | 0.02% | −266−9.2% | Reduced |
| Bowman & Co S.C. | 2,624 | $300.8K | 0.13% | +10+0.4% | Added |
| MTM Investment Management, LLC | 2,625 | $300.8K | 0.10% | −95−3.5% | Reduced |
| Parkside Financial Bank & Trust | 2,630 | $301.4K | 0.02% | +20+0.8% | Added |
| International Private Wealth Advisors LLC | 2,639 | $302.4K | 0.19% | −344−11.5% | Reduced |
| Bailard, Inc. | 2,639 | $302.4K | 0.01% | +7+0.3% | Added |
| Liberty Capital Management, Inc. | 2,649 | $303.5K | 0.06% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 2,654 | $304.1K | 0.04% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,672 | $306.2K | 0.02% | −234−8.1% | Reduced |
| CWM Advisors, LLC | 2,692 | $308.5K | 0.03% | −29−1.1% | Reduced |
| Live Oak Private Wealth LLC | 2,692 | $308.5K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 2,698 | $309.2K | 0.01% | −4−0.1% | Reduced |
| Commerzbank Aktiengesellschaft | 2,729 | $313.0K | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 2,735 | $313.4K | 0.00% | +282+11.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,745 | $314.6K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,747 | $314.8K | 0.18% | −238−8.0% | Reduced |
| Ausdal Financial Partners, Inc. | 2,747 | $314.9K | 0.02% | +2,747 | New |
| Banque Cantonale Vaudoise | 2,743 | $315.0K | 0.01% | −1,047−27.6% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,752 | $315.4K | 0.05% | +2,752 | New |
| B&L Asset Management LLC | 2,758 | $316.0K | 0.16% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 2,766 | $317.0K | 0.02% | +16+0.6% | Added |
| Capital Asset Advisory Services LLC | 2,767 | $317.0K | 0.01% | +10.0% | Added |
| Alhambra Investment Partners LLC | 2,768 | $317.2K | 0.15% | −850−23.5% | Reduced |
| Norris Perne & French LLP | 2,771 | $317.5K | 0.02% | +229+9.0% | Added |
| FSM Wealth Advisors, LLC | 2,775 | $318.0K | 0.04% | +179+6.9% | Added |
| Lodestone Wealth Management LLC | 2,787 | $319.4K | 0.14% | +27+1.0% | Added |
| Quadrant Capital Group LLC | 2,787 | $319.4K | 0.01% | +38+1.4% | Added |
| Hurlow Wealth Management Group, Inc. | 2,792 | $319.9K | 0.08% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,793 | $320.1K | 0.14% | +95+3.5% | Added |
| EverSource Wealth Advisors, LLC | 2,815 | $322.6K | 0.01% | +516+22.4% | Added |
| Patrick M Sweeney & Associates, Inc | 2,824 | $323.5K | 0.21% | +121+4.5% | Added |
| DSG Capital Advisors, LLC | 2,827 | $323.9K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,829 | $324.1K | 0.03% | +39+1.4% | Added |
| Summit Asset Management, LLC | 2,835 | $324.9K | 0.05% | −500−15.0% | Reduced |
| Smartleaf Asset Management LLC | 2,876 | $328.6K | 0.02% | +1,079+60.0% | Added |
| Buska Wealth Management, LLC | 2,868 | $328.6K | 0.10% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,880 | $330.0K | 0.06% | −20−0.7% | Reduced |
| Integrity Alliance, LLC. | 2,880 | $330.1K | 0.02% | +622+27.5% | Added |
| Beacon Investment Advisors LLC | 2,891 | $331.3K | 0.14% | +8+0.3% | Added |
| Principle Wealth Partners LLC | 2,895 | $331.7K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 2,898 | $332.1K | 0.02% | −1,188−29.1% | Reduced |
| Magnetar Financial LLC | 2,918 | $334.4K | 0.00% | +2,918 | New |
| Isthmus Partners, LLC | 2,929 | $335.6K | 0.07% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,931 | $335.9K | 0.04% | −25−0.8% | Reduced |
| Clarius Group, LLC | 2,938 | $336.7K | 0.02% | −998−25.4% | Reduced |
| Compass Financial Group, INC | 2,938 | $336.7K | 0.05% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,944 | $337.4K | 0.05% | +29+1.0% | Added |
| Old National Bancorp | 2,980 | $341.5K | 0.01% | −3−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 2,981 | $341.6K | 0.11% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 2,981 | $341.6K | 0.02% | −111−3.6% | Reduced |
| Dahring | Cusmano LLC | 2,982 | $341.7K | 0.25% | +25+0.8% | Added |
| Bank of Stockton | 2,982 | $341.7K | 0.10% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,990 | $342.6K | 0.01% | +342+12.9% | Added |
| Cobblestone Capital Advisors LLC | 2,994 | $343.1K | 0.02% | −10.0% | Reduced |
| Cypress Wealth Services, LLC | 2,995 | $343.2K | 0.06% | +10.0% | Added |
| Centaurus Financial, Inc. | 3,018 | $346.0K | 0.02% | +1,588+111.0% | Added |
| 1st Source Bank | 3,021 | $346.2K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,024 | $346.5K | 0.18% | −5,111−62.8% | Reduced |
| Jacobi Capital Management LLC | 3,050 | $349.4K | 0.02% | +5+0.2% | Added |
| Beese Fulmer Investment Management, Inc. | 3,057 | $350.3K | 0.02% | +89+3.0% | Added |
| ERTS Wealth Advisors, LLC | 3,059 | $350.5K | 0.11% | 00.0% | Unchanged |
| Crews Bank & Trust | 3,070 | $351.8K | 0.05% | 00.0% | Unchanged |
| Rexford Capital Inc | 3,086 | $353.6K | 0.27% | +150+5.1% | Added |
| True Vision MN LLC | 3,101 | $355.3K | 0.19% | +26+0.8% | Added |
| Brevan Howard Capital Management LP | 3,110 | $356.4K | 0.01% | −10,996−78.0% | Reduced |
| Cigna Investments Inc | 3,135 | $359.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,135 | $359.2K | 0.01% | +120+4.0% | Added |
| Legacy Capital Wealth Partners, LLC | 3,151 | $361.1K | 0.08% | +565+21.8% | Added |
| First Bank & Trust | 3,155 | $361.5K | 0.06% | +205+6.9% | Added |
| Keystone Financial Group | 3,168 | $362.6K | 0.03% | +123+4.0% | Added |
| Evexia Wealth LLC | 3,158 | $363.1K | 0.11% | +3,158 | New |
| Avaii Wealth Management, LLC | 3,180 | $364.4K | 0.14% | +3,180 | New |
| Western Wealth Management, LLC | 3,200 | $366.7K | 0.02% | +42+1.3% | Added |
| Brighton Jones LLC | 3,213 | $368.1K | 0.01% | +874+37.4% | Added |
| Walleye Capital LLC | 3,238 | $371.0K | 0.00% | +2,889+827.8% | Added |
| Gibbs Wealth Management | 3,241 | $371.4K | 0.08% | −729−18.4% | Reduced |
| Brown Brothers Harriman & Co | 3,241 | $371.4K | 0.00% | +2,251+227.4% | Added |
| SkyOak Wealth, LLC | 3,244 | $371.7K | 0.07% | 00.0% | Unchanged |
| MJP Associates Inc | 3,245 | $371.9K | 0.05% | +101+3.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,251 | $373.0K | 0.00% | −56−1.7% | Reduced |
| Sterling Investment Advisors LLC | 3,262 | $373.8K | 0.19% | +152+4.9% | Added |
| Zacks Investment Management | 3,267 | $374.4K | 0.00% | +124+3.9% | Added |
| Advisor OS, LLC | 3,273 | $375.1K | 0.03% | +86+2.7% | Added |
| Gsa Capital Partners LLP | 3,281 | $376.0K | 0.03% | +3,281 | New |
| Park National Corp | 3,286 | $376.5K | 0.01% | −642−16.3% | Reduced |
| Skopos Labs, Inc. | 3,653 | $376.7K | 0.05% | −15−0.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,298 | $377.9K | 0.01% | −2,075−38.6% | Reduced |
| Phillips Wealth Planners LLC | 3,348 | $383.5K | 0.32% | −568−14.5% | Reduced |
| Banco Santander, S.A. | 3,354 | $384.3K | 0.00% | +3,354 | New |
| Independent Financial Group, LLC | 3,378 | $387.1K | 0.01% | +171+5.3% | Added |