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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 4,885 | $559.8K | 0.03% | −517−9.6% | Reduced |
| Partnership Wealth Management, LLC | 4,900 | $561.5K | 0.43% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,903 | $561.8K | 0.00% | +125+2.6% | Added |
| Ambassador Advisors, LLC | 4,947 | $566.9K | 0.08% | +72+1.5% | Added |
| Brown Miller Wealth Management, LLC | 4,953 | $567.6K | 0.16% | +13+0.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 4,962 | $568.6K | 0.01% | −190−3.7% | Reduced |
| Dynamic Advisor Solutions LLC | 4,979 | $570.6K | 0.02% | +284+6.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 5,033 | $576.7K | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,049 | $578.7K | 0.01% | −48−0.9% | Reduced |
| Ransom Advisory, Ltd | 5,050 | $578.7K | 0.26% | 00.0% | Unchanged |
| Syon Capital LLC | 5,061 | $579.9K | 0.03% | +1,065+26.7% | Added |
| Centennial Wealth Advisory LLC | 5,077 | $581.9K | 0.16% | +183+3.7% | Added |
| TSFG, LLC | 5,098 | $584.0K | 0.09% | +4,123+422.9% | Added |
| Stephens Inc | 5,102 | $584.6K | 0.01% | +280+5.8% | Added |
| Heartland Bank & Trust Co | 5,113 | $585.9K | 0.24% | +217+4.4% | Added |
| Shell Asset Management Co | 5,121 | $587.0K | 0.06% | −342−6.3% | Reduced |
| ProVise Management Group, LLC | 5,128 | $587.6K | 0.04% | +244+5.0% | Added |
| Brass Tax Wealth Management, Inc | 5,133 | $588.2K | 0.10% | −19−0.4% | Reduced |
| Martingale Asset Management L P | 5,178 | $593.3K | 0.01% | +2,875+124.8% | Added |
| Boston Family Office LLC | 5,213 | $596.0K | 0.04% | 00.0% | Unchanged |
| Tema ETFs LLC | 5,213 | $597.4K | 0.05% | +5,213 | New |
| Mount Yale Investment Advisors, LLC | 5,232 | $599.6K | 0.04% | +4,010+328.2% | Added |
| Danske Bank A/S | 5,259 | $602.6K | 0.00% | +900+20.6% | Added |
| Thrive Wealth Management, LLC | 5,272 | $604.1K | 0.09% | −32−0.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,289 | $606.1K | 0.13% | −500−8.6% | Reduced |
| Buckingham Strategic Partners | 5,430 | $614.1K | 0.01% | +5,430 | New |
| Sym Financial Corp | 5,381 | $616.6K | 0.07% | +54+1.0% | Added |
| Resources Management Corp | 5,409 | $620.0K | 0.08% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 5,416 | $620.6K | 0.20% | +173+3.3% | Added |
| Hutner Capital Management Inc | 5,427 | $621.9K | 0.26% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,430 | $622.1K | 0.18% | 00.0% | Unchanged |
| Change Path, LLC | 5,445 | $623.9K | 0.02% | +35+0.6% | Added |
| iA Global Asset Management Inc. | 5,460 | $626.0K | 0.01% | −12,873−70.2% | Reduced |
| Loudon Investment Management, LLC | 5,480 | $628.0K | 0.33% | −2,230−28.9% | Reduced |
| Moors & Cabot, Inc. | 5,511 | $631.5K | 0.03% | +93+1.7% | Added |
| City State Bank | 5,515 | $632.0K | 0.18% | −153−2.7% | Reduced |
| Aviva PLC | 5,538 | $634.6K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,569 | $638.2K | 0.01% | −283−4.8% | Reduced |
| MPS Loria Financial Planners, LLC | 5,617 | $643.7K | 0.17% | −186−3.2% | Reduced |
| Peapack Gladstone Financial Corp | 5,627 | $645.0K | 0.01% | +3,252+136.9% | Added |
| Chicago Capital, LLC | 5,638 | $646.1K | 0.02% | 00.0% | Unchanged |
| Entropy Technologies, LP | 5,639 | $646.2K | 0.05% | +5,639 | New |
| Coldstream Capital Management Inc | 5,654 | $647.9K | 0.01% | +1,402+33.0% | Added |
| Central Trust Co | 5,664 | $649.0K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 5,670 | $649.7K | 0.07% | −80−1.4% | Reduced |
| Kesler, Norman & Wride, LLC | 6,921 | $650.8K | 0.13% | +1,145+19.8% | Added |
| HBK Sorce Advisory LLC | 5,557 | $651.7K | 0.02% | +55+1.0% | Added |
| Canada Post Corp Registered Pension Plan | 5,742 | $655.9K | 0.03% | +2,020+54.3% | Added |
| Custom Index Systems, LLC | 5,738 | $657.5K | 0.20% | +1,893+49.2% | Added |
| Diversified Trust Co | 5,743 | $658.1K | 0.01% | +149+2.7% | Added |
| Daymark Wealth Partners, LLC | 5,784 | $662.8K | 0.02% | +1,046+22.1% | Added |
| Forum Financial Management, LP | 5,787 | $663.1K | 0.01% | +10.0% | Added |
| Atomi Financial Group, Inc. | 5,797 | $664.2K | 0.02% | +26+0.5% | Added |
| AlphaStar Capital Management, LLC | 5,812 | $666.0K | 0.06% | +1,352+30.3% | Added |
| Elevated Capital Advisors, LLC | 5,816 | $666.5K | 0.17% | −984−14.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,875 | $673.2K | 0.01% | +230+4.1% | Added |
| Private Trust Co NA | 5,891 | $675.0K | 0.06% | +71+1.2% | Added |
| Focus Financial Network, Inc. | 5,914 | $677.7K | 0.02% | −13−0.2% | Reduced |
| TBH Global Asset Management, LLC | 5,915 | $677.8K | 0.13% | −10.0% | Reduced |
| Sagespring Wealth Partners, LLC | 5,920 | $678.4K | 0.01% | +901+18.0% | Added |
| Ballentine Partners, LLC | 5,932 | $679.7K | 0.01% | +31+0.5% | Added |
| Verdence Capital Advisors LLC | 5,830 | $680.3K | 0.04% | +118+2.1% | Added |
| Warren Averett Asset Management, LLC | 5,937 | $680.3K | 0.01% | +724+13.9% | Added |
| Illinois Municipal Retirement Fund | 6,002 | $687.8K | 0.01% | −3,621−37.6% | Reduced |
| Adviser Investments LLC | 6,063 | $694.8K | 0.01% | +3,385+126.4% | Added |
| Signaturefd, LLC | 6,095 | $698.4K | 0.01% | +429+7.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 6,123 | $701.6K | 0.19% | −459−7.0% | Reduced |
| PAX Financial Group, LLC | 6,150 | $704.7K | 0.13% | +86+1.4% | Added |
| CAPROCK Group, Inc. | 6,567 | $705.9K | 0.02% | +6,567 | New |
| MUFG Securities EMEA plc | 6,161 | $706.0K | 0.02% | +5,225+558.2% | Added |
| VeraBank, N.A. | 6,221 | $712.9K | 0.13% | −830−11.8% | Reduced |
| Gradient Investments LLC | 6,243 | $715.4K | 0.01% | +103+1.7% | Added |
| Dark Forest Capital Management LP | 6,254 | $716.6K | 0.03% | +1,273+25.6% | Added |
| Neo Ivy Capital Management | 6,306 | $722.6K | 0.18% | +6,306 | New |
| Journey Strategic Wealth LLC | 6,308 | $722.9K | 0.02% | +1,072+20.5% | Added |
| Bridges Investment Management Inc | 6,365 | $729.4K | 0.01% | −41−0.6% | Reduced |
| North Star Asset Management Inc | 6,382 | $731.3K | 0.03% | +224+3.6% | Added |
| Bradley Foster & Sargent Inc | 6,390 | $732.2K | 0.01% | +82+1.3% | Added |
| Clearstead Advisors, LLC | 6,403 | $733.7K | 0.01% | −69−1.1% | Reduced |
| Ti-Trust, Inc | 6,430 | $736.8K | 0.46% | 00.0% | Unchanged |
| Blossom Wealth Management | 6,439 | $737.8K | 1.19% | +90+1.4% | Added |
| Altshuler Shaham Ltd | 6,448 | $738.9K | 0.01% | +1,726+36.6% | Added |
| First United Bank Trust | 6,495 | $744.3K | 0.24% | +3,045+88.3% | Added |
| Trust Co of Toledo NA | 6,504 | $745.3K | 0.07% | −510−7.3% | Reduced |
| Aptus Capital Advisors, LLC | 6,583 | $754.3K | 0.01% | +30+0.5% | Added |
| Regal Investment Advisors LLC | 6,611 | $757.5K | 0.05% | +3,093+87.9% | Added |
| Buckley Wealth Management, LLC | 6,614 | $757.9K | 0.21% | −209−3.1% | Reduced |
| Turning Point Benefit Group, Inc. | 6,730 | $760.4K | 0.46% | +662+10.9% | Added |
| Csenge Advisory Group | 6,642 | $761.1K | 0.04% | +444+7.2% | Added |
| Callan Family Office, LLC | 6,698 | $767.5K | 0.02% | −506−7.0% | Reduced |
| Stonebridge Capital Advisors LLC | 6,712 | $769.1K | 0.05% | +936+16.2% | Added |
| Diversify Advisory Services, LLC | 6,966 | $770.5K | 0.03% | −2,048−22.7% | Reduced |
| Eastern Bank | 6,764 | $775.1K | 0.01% | −202−2.9% | Reduced |
| Rehmann Capital Advisory Group | 6,905 | $792.4K | 0.04% | +614+9.8% | Added |
| MAI Capital Management | 6,919 | $792.8K | 0.00% | +947+15.9% | Added |
| GTS Securities LLC | 6,941 | $795.4K | 0.03% | +3,424+97.4% | Added |
| Midwest Trust Co | 6,965 | $798.1K | 0.01% | +4,578+191.8% | Added |
| DF Dent & Co Inc | 6,981 | $800.0K | 0.01% | +6,981 | New |
| Qtron Investments LLC | 7,017 | $804.1K | 0.10% | −439−5.9% | Reduced |
| Stephenson National Bank & Trust | 7,023 | $804.8K | 0.25% | 00.0% | Unchanged |