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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 3,390 | $388.4K | 0.07% | +45+1.3% | Added |
| Sowell Financial Services LLC | 3,395 | $389.0K | 0.01% | +591+21.1% | Added |
| CWA Asset Management Group, LLC | 3,399 | $389.5K | 0.01% | +243+7.7% | Added |
| Cary Street Partners Financial LLC | 3,413 | $391.1K | 0.01% | +591+20.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,419 | $391.8K | 0.78% | −46,602−93.2% | Reduced |
| Nvest Financial, LLC | 3,424 | $392.4K | 0.23% | +3,424 | New |
| GeoWealth Management, LLC | 3,447 | $395.0K | 0.01% | +2,328+208.0% | Added |
| Reynders McVeigh Capital Management, LLC | 3,454 | $396.0K | 0.02% | 00.0% | Unchanged |
| F/M Investments LLC | 3,461 | $396.6K | 0.02% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 3,379 | $397.0K | 0.06% | +3,379 | New |
| Kiker Wealth Management, LLC | 3,471 | $397.7K | 0.20% | −341−8.9% | Reduced |
| Premier Path Wealth Partners, LLC | 3,493 | $400.3K | 0.05% | +24+0.7% | Added |
| National Asset Management, Inc. | 3,498 | $400.8K | 0.02% | +288+9.0% | Added |
| Aegis Wealth Management LLC | 3,500 | $401.1K | 0.21% | −133−3.7% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 3,501 | $401.2K | 0.37% | +3+0.1% | Added |
| Ossiam | 3,510 | $402.2K | 0.01% | +1,076+44.2% | Added |
| Nilsine Partners, LLC | 3,534 | $405.0K | 0.04% | +110+3.2% | Added |
| Caerus Investment Advisors, LLC | 3,616 | $414.4K | 0.17% | +3,616 | New |
| Frank, Rimerman Advisors LLC | 3,621 | $414.9K | 0.03% | +695+23.8% | Added |
| Baader Bank INC | 3,627 | $415.6K | 0.03% | +2+0.1% | Added |
| Capital Advisors Inc | 3,628 | $415.7K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 3,631 | $416.0K | 0.04% | +3,631 | New |
| Moment Partners, LLC | 3,648 | $418.1K | 0.07% | +184+5.3% | Added |
| Umb Bank N A | 3,649 | $418.1K | 0.01% | −11−0.3% | Reduced |
| AdvisorNet Financial, Inc | 3,659 | $419.3K | 0.02% | −77−2.1% | Reduced |
| WealthTrust Axiom LLC | 3,666 | $420.1K | 0.11% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,668 | $420.3K | 0.07% | +1,524+71.1% | Added |
| Meritage Portfolio Management | 3,685 | $422.3K | 0.03% | −20,559−84.8% | Reduced |
| LifeWealth Investments, LLC | 3,694 | $423.3K | 0.06% | +4+0.1% | Added |
| Toroso Investments, LLC | 3,705 | $424.6K | 0.00% | −6,502−63.7% | Reduced |
| Insight Wealth Strategies, LLC | 3,717 | $426.0K | 0.05% | +48+1.3% | Added |
| ZWJ Investment Counsel Inc | 3,719 | $426.2K | 0.02% | +31+0.8% | Added |
| Golden State Equity Partners | 3,729 | $427.3K | 0.07% | +53+1.4% | Added |
| Certior Financial Group, LLC | 3,732 | $427.7K | 0.29% | −10−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,735 | $428.0K | 0.03% | −143−3.7% | Reduced |
| Wedmont Private Capital | 3,729 | $429.5K | 0.02% | +520+16.2% | Added |
| Perigon Wealth Management, LLC | 3,768 | $431.7K | 0.01% | +252+7.2% | Added |
| Hanson & Doremus Investment Management | 3,769 | $432.0K | 0.05% | +110+3.0% | Added |
| Brandywine Oak Private Wealth LLC | 3,791 | $434.4K | 0.04% | −41−1.1% | Reduced |
| Smithfield Trust Co | 3,806 | $435.0K | 0.02% | −50−1.3% | Reduced |
| Appleton Partners Inc | 3,806 | $436.0K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,805 | $436.0K | 0.08% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 3,848 | $440.9K | 0.05% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 3,945 | $452.1K | 0.14% | 00.0% | Unchanged |
| Greenfield Savings Bank | 3,954 | $453.1K | 0.19% | +113+2.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 3,980 | $456.1K | 0.03% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 3,982 | $456.3K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,982 | $456.3K | 0.00% | +3,982 | New |
| Zhang Financial LLC | 3,996 | $457.9K | 0.02% | +3,996 | New |
| Carret Asset Management, LLC | 4,000 | $458.4K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,020 | $460.7K | 0.19% | +203+5.3% | Added |
| Bullock Wealth Management Group | 4,081 | $461.1K | 0.23% | −26−0.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,030 | $461.8K | 0.02% | −491−10.9% | Reduced |
| Revisor Wealth Management LLC | 4,058 | $462.1K | 0.16% | +235+6.1% | Added |
| Everence Capital Management Inc | 4,050 | $464.0K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,060 | $465.2K | 0.05% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 4,870 | $468.4K | 0.07% | +2,710+125.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 4,144 | $474.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,162 | $477.0K | 0.09% | −29−0.7% | Reduced |
| Plancorp, LLC | 4,163 | $477.0K | 0.01% | −4−0.1% | Reduced |
| Old Second National Bank of Aurora | 4,171 | $478.0K | 0.10% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,195 | $480.7K | 0.13% | +743+21.5% | Added |
| Mission Wealth Management, LP | 4,208 | $482.2K | 0.01% | +8+0.2% | Added |
| Contravisory Investment Management, Inc. | 4,208 | $482.2K | 0.09% | +4,208 | New |
| SageView Advisory Group, LLC | 4,241 | $486.0K | 0.02% | −175−4.0% | Reduced |
| West Family Investments, Inc. | 4,253 | $487.4K | 0.11% | +38+0.9% | Added |
| Tarbox Family Office, Inc. | 4,268 | $489.1K | 0.07% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 4,289 | $491.5K | 0.07% | −72−1.7% | Reduced |
| Carl P. Sherr & Co., LLC | 4,293 | $491.9K | 0.23% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 4,321 | $495.0K | 0.06% | −968−18.3% | Reduced |
| Crewe Advisors LLC | 4,322 | $495.2K | 0.05% | +18+0.4% | Added |
| Catalytic Wealth RIA, LLC | 4,325 | $495.6K | 0.02% | +4,325 | New |
| Blue Barn Wealth, LLC | 4,332 | $496.4K | 0.22% | +20.0% | Added |
| Colonial Trust Advisors | 4,372 | $501.0K | 0.04% | −23−0.5% | Reduced |
| Marshall Investment Management, LLC | 4,409 | $505.2K | 0.27% | +37+0.8% | Added |
| McDonough Capital Management, Inc | 4,475 | $512.8K | 0.26% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 4,482 | $513.6K | 0.07% | 00.0% | Unchanged |
| Hudock, Inc. | 4,513 | $517.2K | 0.08% | −404−8.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,522 | $518.2K | 0.02% | +20.0% | Added |
| Monument Capital Management | 4,525 | $518.5K | 0.13% | 00.0% | Unchanged |
| Advisors Management Group Inc | 4,528 | $519.0K | 0.09% | +18+0.4% | Added |
| Chesley Taft & Associates LLC | 4,561 | $522.6K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 4,572 | $523.9K | 0.00% | −559−10.9% | Reduced |
| Haverford Trust Co | 4,577 | $524.5K | 0.00% | −58−1.3% | Reduced |
| Hartford Funds Management Co LLC | 4,581 | $525.1K | 0.05% | −215−4.5% | Reduced |
| Moloney Securities Asset Management, LLC | 4,587 | $525.6K | 0.06% | −143−3.0% | Reduced |
| Redmond Asset Management, LLC | 4,600 | $527.1K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,611 | $528.3K | 0.01% | +1,845+66.7% | Added |
| Wetherby Asset Management Inc | 4,670 | $535.1K | 0.02% | −127−2.6% | Reduced |
| Skba Capital Management LLC | 4,680 | $536.3K | 0.07% | +2,050+77.9% | Added |
| Voleon Capital Management LP | 4,707 | $539.4K | 0.01% | +2,246+91.3% | Added |
| Aaron Wealth Advisors | 4,722 | $541.1K | 0.03% | +1,941+69.8% | Added |
| Smith, Moore & Co. | 4,730 | $542.0K | 0.04% | +139+3.0% | Added |
| Parallel Advisors, LLC | 4,739 | $543.1K | 0.01% | −581−10.9% | Reduced |
| Financial Advisory Partners, LLC | 4,742 | $543.4K | 0.16% | −25−0.5% | Reduced |
| Segment Wealth Management, LLC | 4,760 | $545.4K | 0.03% | +110+2.4% | Added |
| Oarsman Capital, Inc. | 4,807 | $550.8K | 0.08% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,819 | $552.3K | 0.02% | −65−1.3% | Reduced |
| Mill Capital Management, LLC | 4,824 | $552.8K | 0.04% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,870 | $558.0K | 0.08% | +182+3.9% | Added |