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 |
|---|---|---|---|---|---|
| Integrated Advisors Network LLC | 7,030 | $805.6K | 0.03% | −72−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 7,067 | $809.8K | 0.00% | −157−2.2% | Reduced |
| Greenleaf Trust | 7,080 | $811.3K | 0.01% | −574−7.5% | Reduced |
| Raleigh Capital Management Inc. | 7,083 | $811.6K | 0.31% | +284+4.2% | Added |
| Jump Financial, LLC | 7,083 | $811.6K | 0.01% | +5,050+248.4% | Added |
| Vestmark Advisory Solutions, Inc. | 7,203 | $825.3K | 0.02% | −60−0.8% | Reduced |
| SPC Financial, Inc. | 7,242 | $829.9K | 0.06% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7,260 | $832.0K | 0.05% | +4+0.1% | Added |
| Investment House LLC | 7,300 | $836.5K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 7,347 | $842.0K | 0.02% | +342+4.9% | Added |
| Walleye Trading LLC | 7,425 | $850.8K | 0.01% | +6,548+746.6% | Added |
| Avantax Planning Partners, Inc. | 7,543 | $864.4K | 0.02% | +1,141+17.8% | Added |
| Clifford Swan Investment Counsel LLC | 7,554 | $865.6K | 0.03% | −10.0% | Reduced |
| Beaton Management Co. Inc. | 7,584 | $869.0K | 0.40% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,600 | $870.9K | 0.02% | +3,568+88.5% | Added |
| Chicago Trust Co NA | 7,618 | $872.9K | 0.12% | +5+0.1% | Added |
| United Capital Financial Advisers, LLC | 7,622 | $873.4K | 0.01% | +3,798+99.3% | Added |
| Venturi Wealth Management, LLC | 7,646 | $876.1K | 0.04% | +234+3.2% | Added |
| Winch Advisory Services, LLC | 7,685 | $880.6K | 0.20% | +64+0.8% | Added |
| Triangle Securities Wealth Management | 7,781 | $891.6K | 0.20% | +4+0.1% | Added |
| Resources Investment Advisors, LLC. | 7,785 | $892.1K | 0.01% | −57−0.7% | Reduced |
| MSH Capital Advisors LLC | 7,786 | $892.2K | 0.24% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 7,792 | $892.9K | 0.14% | +130+1.7% | Added |
| Sound View Wealth Advisors Group, LLC | 7,888 | $903.9K | 0.06% | −393−4.7% | Reduced |
| SRS Capital Advisors, Inc. | 7,917 | $907.3K | 0.01% | +4,961+167.8% | Added |
| Aristotle Atlantic Partners, LLC | 7,941 | $910.0K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 7,959 | $912.0K | 0.11% | −332−4.0% | Reduced |
| Alps Advisors Inc | 7,964 | $912.6K | 0.01% | +384+5.1% | Added |
| Snowden Capital Advisors LLC | 7,975 | $913.9K | 0.02% | +928+13.2% | Added |
| Susquehanna Fundamental Investments, LLC | 7,987 | $915.2K | 0.04% | −3,428−30.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,153 | $934.2K | 0.12% | +199+2.5% | Added |
| PFG Investments, LLC | 8,165 | $935.6K | 0.05% | +17+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,168 | $936.0K | 0.04% | +65+0.8% | Added |
| Searle & Co. | 8,200 | $939.6K | 0.25% | 00.0% | Unchanged |
| Romano Brothers and Company | 8,206 | $940.3K | 0.11% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 8,397 | $962.2K | 1.00% | −425−4.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,405 | $963.1K | 0.06% | −196−2.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,447 | $968.0K | 0.00% | +937+12.5% | Added |
| Vantage Financial Partners, LLC | 8,490 | $972.9K | 0.20% | +50+0.6% | Added |
| Fullcircle Wealth LLC | 8,718 | $975.2K | 0.34% | −92−1.0% | Reduced |
| Westpac Banking Corp | 8,520 | $976.3K | 0.06% | −1,205−12.4% | Reduced |
| Exchange Traded Concepts, LLC | 8,541 | $978.7K | 0.01% | −2,368−21.7% | Reduced |
| Equitable Holdings, Inc. | 8,606 | $986.2K | 0.01% | +1,725+25.1% | Added |
| WNY Asset Management, LLC | 8,640 | $990.1K | 0.10% | +40.0% | Added |
| Chelsea Counsel Co | 8,672 | $993.7K | 0.44% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 8,680 | $994.6K | 0.06% | +1,607+22.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,685 | $995.2K | 0.01% | +2,712+45.4% | Added |
| Carnegie Capital Asset Management, LLC | 8,779 | $1.01M | 0.02% | +376+4.5% | Added |
| Voya Financial Advisors, Inc. | 8,835 | $1.01M | 0.10% | +352+4.1% | Added |
| Sage Mountain Advisors LLC | 8,834 | $1.01M | 0.06% | +8,834 | New |
| BKD Wealth Advisors, LLC | 8,850 | $1.01M | 0.02% | +632+7.7% | Added |
| Meeder Advisory Services, Inc. | 8,986 | $1.03M | 0.05% | +954+11.9% | Added |
| Burling Wealth Partners, LLC | 8,988 | $1.03M | 0.17% | −2,824−23.9% | Reduced |
| Montag A & Associates Inc | 8,995 | $1.03M | 0.05% | +581+6.9% | Added |
| Wesbanco Bank Inc | 9,005 | $1.03M | 0.03% | +65+0.7% | Added |
| Charter Capital Management, LLC | 9,043 | $1.04M | 0.56% | 00.0% | Unchanged |
| Drake & Associates, LLC | 9,322 | $1.04M | 0.22% | +310+3.4% | Added |
| Group One Trading, L.P. | 9,155 | $1.05M | 0.03% | +1,092+13.5% | Added |
| Valmark Advisers, Inc. | 9,179 | $1.05M | 0.01% | −129−1.4% | Reduced |
| Hendershot Investments Inc. | 9,218 | $1.06M | 0.13% | 00.0% | Unchanged |
| Bank & Trust Co | 9,232 | $1.06M | 0.78% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,422 | $1.08M | 0.01% | −506−5.1% | Reduced |
| XTX Topco Ltd | 9,443 | $1.08M | 0.06% | +9,443 | New |
| Birch Financial Group, LLC | 9,466 | $1.08M | 0.64% | +81+0.9% | Added |
| Security National Bank | 9,555 | $1.09M | 0.17% | −357−3.6% | Reduced |
| American State Bank (Iowa) | 9,584 | $1.10M | 0.56% | 00.0% | Unchanged |
| Wealth Architects, LLC | 9,687 | $1.11M | 0.10% | −5−0.1% | Reduced |
| Norden Group LLC | 9,712 | $1.11M | 0.11% | −83−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 9,726 | $1.11M | 0.00% | +2,094+27.4% | Added |
| OV Management LLC | 9,742 | $1.12M | 0.95% | +47+0.5% | Added |
| Schmidt P J Investment Management Inc | 9,748 | $1.12M | 0.18% | −3,434−26.1% | Reduced |
| Pollock Investment Advisors, LLC | 9,799 | $1.12M | 0.88% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,797 | $1.12M | 0.02% | +3,530+56.3% | Added |
| Harbour Investment Management LLC | 9,850 | $1.13M | 0.49% | −1,580−13.8% | Reduced |
| Harvest Fund Management Co., Ltd | 10,191 | $1.13M | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,902 | $1.13M | 0.03% | −2,583−20.7% | Reduced |
| Precedent Wealth Partners, LLC | 9,928 | $1.14M | 0.25% | +975+10.9% | Added |
| RSM US Wealth Management LLC | 10,051 | $1.15M | 0.02% | +136+1.4% | Added |
| FineMark National Bank & Trust | 10,067 | $1.15M | 0.04% | +1,978+24.5% | Added |
| Johnson Investment Counsel Inc | 10,085 | $1.16M | 0.01% | +71+0.7% | Added |
| Summit Financial, LLC | 10,095 | $1.16M | 0.02% | −371−3.5% | Reduced |
| Parsons Capital Management Inc | 10,251 | $1.17M | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,259 | $1.18M | 0.02% | +79+0.8% | Added |
| NewEdge Wealth, LLC | 10,603 | $1.19M | 0.02% | +2,048+23.9% | Added |
| Arkadios Wealth Advisors | 10,399 | $1.19M | 0.03% | +755+7.8% | Added |
| Fulton Bank, N.A. | 10,479 | $1.20M | 0.04% | −576−5.2% | Reduced |
| Rowland & Co Investment Counsel | 10,544 | $1.21M | 0.24% | −47−0.4% | Reduced |
| Fiduciary Trust Co | 10,593 | $1.21M | 0.01% | +267+2.6% | Added |
| Icon Wealth Advisors, LLC | 10,626 | $1.22M | 0.08% | −284−2.6% | Reduced |
| Marks Group Wealth Management, Inc | 10,628 | $1.22M | 0.11% | −578−5.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,658 | $1.22M | 0.04% | +840+8.6% | Added |
| IAG Wealth Partners, LLC | 10,680 | $1.22M | 0.15% | +4,606+75.8% | Added |
| Blackhawk Capital Partners LLC. | 10,695 | $1.23M | 0.48% | −1,099−9.3% | Reduced |
| Trueblood Wealth Management, LLC | 10,758 | $1.23M | 0.48% | −122−1.1% | Reduced |
| Farther Finance Advisors, LLC | 10,816 | $1.24M | 0.02% | +3,955+57.6% | Added |
| Venture Visionary Partners LLC | 10,916 | $1.25M | 0.04% | −15−0.1% | Reduced |
| PFW Advisors LLC | 10,980 | $1.26M | 0.37% | +28+0.3% | Added |
| Tounjian Advisory Partners, LLC | 11,036 | $1.26M | 0.42% | −2,110−16.1% | Reduced |
| Coastal Bridge Advisors, LLC | 11,120 | $1.27M | 0.10% | +932+9.1% | Added |
| Apollon Wealth Management, LLC | 11,137 | $1.28M | 0.02% | +1,079+10.7% | Added |